JF
| |
JSF Financial, LLC13F | |
| JSF Financial, LLC | |
| Last update 2025-05-07 | 121 Stocks (20 new) |
| Value $379.00 Mil | Turnover 29 % |
JSF Financial, LLC Top Holdings of 2025-03-31
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| 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 | 136,697 | 76,809.8 | -2.79% | 20.260 | -0.62% | 0.010 | +10.50% | +5.47% | 616,553.2 | ||
CGGR | Capital Group Growth ETF | 938,778 | 32,153.2 | +3,486.13% | 8.480 | +8.24% | 0.310 | +18.69% | +9.36% | 13,331.6 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 231,040 | 23,905.7 | New Holding | 6.310 | +6.31% | 0.200 | -0.54% | +2.30% | 12,719.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 293,853 | 22,230.0 | +9.60% | 5.860 | +0.51% | 0.020 | +10.35% | +18.78% | 142,904.8 | ||
IWX | iShares Russell Top 200 Value ETF | 254,298 | 20,898.2 | +2,082.25% | 5.510 | +5.26% | 0.790 | +2.45% | +6.53% | 2,761.5 | ||
AAPL | Apple Inc | 85,573 | 19,008.3 | -0.62% | 5.010 | -0.04% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
IWY | iShares Russell Top 200 Growth ETF | 68,875 | 14,528.5 | +41.92% | 3.830 | +1.13% | 0.120 | +16.86% | +4.78% | 13,940.3 | ||
QQQ | INVESCO QQQ Trust | 23,337 | 10,943.1 | +3.64% | 2.890 | +0.10% | 0.000 | +17.64% | +7.90% | 354,290.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 157,527 | 9,191.7 | -0.36% | 2.420 | -0.01% | 0.010 | +6.29% | -0.47% | 94,823.3 | ||
XLG | Invesco S&P 500 Top 50 ETF | 162,054 | 7,457.7 | -41.70% | 1.970 | -1.55% | 0.090 | +13.21% | +4.28% | 9,452.0 |
JSF Financial, LLC's Historical Top Holdings Breakdowns
JSF Financial, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +8.24% | 33.98 ($37.42) 39.84 | $40.65 | 8.63% | Add 3486.13% | 938,778 | 912,600 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -7.29% | 25.77 ($26.17) 26.48 | $26.54 | 1.41% | Reduce -97.12% | 31,229 | -1,052,942 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | New Buy New Buy | +6.31% | 100.59 ($101.89) 103.47 | $102.91 | 1.00% | New holding | 231,040 | 231,040 | |
IWX | iShares Russell Top 200 Value ETF | 2025-03-31 | Add Add | +5.26% | 78.54 ($82.27) 84.86 | $84.19 | 2.33% | Add 2082.25% | 254,298 | 242,645 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -5.17% | 185.78 ($193.5) 198.58 | $195.42 | 0.99% | Reduce -93.64% | 6,884 | -101,342 | |
XLI | Industrial Select Sector SPDR | 2025-03-31 | New Buy New Buy | +1.94% | 128.78 ($135.13) 141.67 | $147.52 | 9.17% | New holding | 56,157 | 56,157 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Reduce Reduce | -1.55% | 45.72 ($49.35) 51.73 | $52.10 | 5.57% | Reduce -41.7% | 162,054 | -115,888 | |
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 2025-03-31 | Sold Out Sold Out | -1.43% | 37.31 ($40.53) 43.82 | $43.58 | 7.53% | Sold Out | 0 | -132,464 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Add Add | +1.13% | 210.19 ($230.05) 243.33 | $246.51 | 7.15% | Add 41.92% | 68,875 | 20,343 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.95% | 102.49 ($112.84) 119.96 | $109.29 | -3.15% | Reduce -62.7% | 18,379 | -30,891 |
JSF Financial, LLC Total Holding History ($B)
JSF Financial, LLC's Asset Allocation
JSF Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JSF Financial, LLC's Hypothetical Growth since 2025-03-31
JSF Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JSF Financial, LLC's Holdings Heat Map
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JSF Financial, LLC's Holdings Bubble Chart
JSF Financial, LLC News
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