JF

JSF Financial, LLC

13F
JSF Financial, LLC
Last update 2025-05-07 121 Stocks (20 new)
Value $379.00 Mil Turnover 29 %
Countries:
Top Holdings: IVV(20.26%)CGGR(8.48%)STIP(6.31%)IEFA(5.86%)IWX(5.51%)
Summary Stock Picks Current Portfolio
JSF Financial, LLC Top Holdings of 2025-03-31 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
136,697
76,809.8
-2.79%
20.260
-0.62%
0.010
-3.41%
+0.53%
586,607.4
 
CGGR 		Capital Group Growth ETF
938,778
32,153.2
+3,486.13%
8.480
+8.24%
0.310
-4.85%
+1.80%
11,359.4
 
STIP 		iShares 0-5 Year TIPS Bond ETF
231,040
23,905.7
New Holding
6.310
+6.31%
0.200
+1.88%
+2.99%
11,874.5
 
IEFA 		iShares Core MSCI EAFE ETF
293,853
22,230.0
+9.60%
5.860
+0.51%
0.020
+5.87%
+14.37%
135,881.7
 
IWX 		iShares Russell Top 200 Value ETF
254,298
20,898.2
+2,082.25%
5.510
+5.26%
0.790
-2.94%
+3.32%
2,624.2
 
AAPL 		Apple Inc
85,573
19,008.3
-0.62%
5.010
-0.04%
0.000
-11.73%
-14.77%
3,180,285.4
Hardware
IWY 		iShares Russell Top 200 Growth ETF
68,875
14,528.5
+41.92%
3.830
+1.13%
0.120
-4.73%
-2.08%
12,909.5
 
QQQ 		INVESCO QQQ Trust
23,337
10,943.1
+3.64%
2.890
+0.10%
0.000
-3.65%
+1.00%
322,346.9
 
IJH 		iShares Core S&P Mid-Cap ETF
157,527
9,191.7
-0.36%
2.420
-0.01%
0.010
-4.01%
-1.50%
92,966.4
 
XLG 		Invesco S&P 500 Top 50 ETF
162,054
7,457.7
-41.70%
1.970
-1.55%
0.090
-5.15%
-2.07%
8,690.3
 

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
CGGR 		Capital Group Growth ETF2025-03-31Add
+8.24%
●
33.98 ($37.42) 39.84
$37.84
1.12%
Add 3486.13%
938,778
912,600
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Reduce
-7.29%
●
25.77 ($26.17) 26.48
$26.04
-0.50%
Reduce -97.12%
31,229
-1,052,942
STIP 		iShares 0-5 Year TIPS Bond ETF2025-03-31New Buy
+6.31%
●
100.59 ($101.89) 103.47
$102.19
0.29%
New holding
231,040
231,040
IWX 		iShares Russell Top 200 Value ETF2025-03-31Add
+5.26%
●
78.54 ($82.27) 84.86
$81.37
-1.09%
Add 2082.25%
254,298
242,645
IVE 		iShares S&P 500 Value ETF2025-03-31Reduce
-5.17%
●
185.78 ($193.5) 198.58
$189.63
-2.00%
Reduce -93.64%
6,884
-101,342
XLI 		Industrial Select Sector SPDR2025-03-31New Buy
+1.94%
●
128.78 ($135.13) 141.67
$141.28
4.55%
New holding
56,157
56,157
XLG 		Invesco S&P 500 Top 50 ETF2025-03-31Reduce
-1.55%
●
45.72 ($49.35) 51.73
$48.83
-1.05%
Reduce -41.7%
162,054
-115,888
PAVE 		Global X U.S. Infrastructure Development ETF2025-03-31Sold Out
-1.43%
●
37.31 ($40.53) 43.82
$41.92
3.43%
Sold Out
0
-132,464
IWY 		iShares Russell Top 200 Growth ETF2025-03-31Add
+1.13%
●
210.19 ($230.05) 243.33
$230.12
0.03%
Add 41.92%
68,875
20,343
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Reduce
-0.95%
●
102.49 ($112.84) 119.96
$108.02
-4.27%
Reduce -62.7%
18,379
-30,891

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 2025-03-31

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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