JF

JSF Financial, LLC

13F
JSF Financial, LLC
Last update 2024-08-14 110 Stocks (9 new)
Value $326.00 Mil Turnover 9 %
Countries:
Top Holdings: IVV(21.72%)IVE(5.91%)IEFA(5.89%)IAU(5.43%)IJH(5.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
JSF Financial, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
129,565
70901.990
-10.09%
21.720
-2.39%
-
+11.40%
+21.33%
545905.122
 
IVE 		iShares S&P 500 Value ETF
106,055
19303.100
+2.03%
5.910
+0.12%
-
+7.76%
+12.92%
35274.945
 
IEFA 		iShares Core MSCI EAFE ETF
264,687
19226.880
-1.56%
5.890
-0.10%
-
+6.59%
+6.20%
122858.098
 
IAU 		iShares Gold Trust
403,066
17706.690
-3.55%
5.430
-0.20%
-
+13.92%
+32.74%
33589.203
 
IJH 		iShares Core S&P Mid-Cap ETF
289,374
16934.150
-11.99%
5.190
-0.75%
-
+10.08%
+13.84%
93198.127
 
AAPL 		Apple Inc
73,929
15570.870
-1.38%
4.770
-0.06%
0.000
+6.90%
+16.50%
3377630.649
Hardware
XLG 		Invesco S&P 500 Top 50 ETF
259,791
11885.460
New Holding
3.640
+3.64%
-
+12.53%
+26.91%
7051.730
 
QQQ 		INVESCO QQQ Trust
22,901
10972.330
+0.03%
3.360
0%
-
+13.06%
+20.19%
297491.724
 
IWY 		iShares Russell Top 200 Growth ETF
49,423
10602.120
+5.19%
3.250
+0.16%
-
+14.27%
+26.95%
12200.911
 
XLV 		Health Care Select Sector SPDR
55,221
8048.470
+266.72%
2.470
+1.80%
-
+0.69%
+8.41%
39870.018
 

JSF Financial, LLC's Historical Top Holdings Breakdowns

JSF Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLG 		Invesco S&P 500 Top 50 ETF2024-06-30New Buy
+3.64%
●
39.84 ($42.92) 46.12
$47.87
11.53%
New holding
259,791
259,791
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-2.39%
●
497.53 ($525.83) 549.64
$579.45
10.20%
Reduce -10.09%
129,565
-14,548
XLV 		Health Care Select Sector SPDR2024-06-30Add
+1.80%
●
138.43 ($143.45) 147.09
$147.89
3.10%
Add 266.72%
55,221
40,163
XLF 		Financial Select Sector SPDR2024-06-30Sold Out
-1.72%
●
39.59 ($41.15) 42.49
$46.72
13.54%
Sold Out
0
-130,611
SPLG 		SPDR Portfolio S&P 500 ETF2024-06-30Reduce
-1.26%
●
58.24 ($61.56) 64.51
$67.82
10.17%
Reduce -60.16%
43,172
-65,205
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30New Buy
+1.13%
●
100.29 ($100.52) 100.75
$100.37
-0.15%
New holding
36,608
36,608
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Reduce
-0.75%
●
56.43 ($58.75) 60.79
$63.10
7.40%
Reduce -11.99%
289,374
-39,437
NVDA 		NVIDIA Corp2024-06-30Add
+0.30%
●
76.2 ($101.1) 135.58
$139.91
38.39%
Add 61.53%
21,257
8,097
WMT 		Walmart Inc2024-06-30New Buy
+0.27%
●
58.85 ($62.97) 68.9
$83.68
32.89%
New holding
13,027
13,027
MDLZ 		Mondelez International Inc2024-06-30Sold Out
-0.27%
●
65.44 ($68.61) 71.94
$69.05
0.64%
Sold Out
0
-12,296

JSF Financial, LLC Total Holding History ($B)

To

JSF Financial, LLC's Asset Allocation

To

JSF Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JSF Financial, LLC's Hypothetical Growth since 2024-06-30

JSF Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JSF Financial, LLC's Holdings Heat Map

Size field:

JSF Financial, LLC's Holdings Bubble Chart

JSF Financial, LLC News

  • 1

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