JSF Financial, LLC
Q4 2024 13F Holdings
- Locationlos angeles, CA
- Num holdings
122
- Value ($000)
$374,008
- Date Filed01/29/2025
- Form type13F-HR
- CIK0001802224
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $82.78M | 22 % | 140,620 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $28.10M | 8 % | 1,084,171 | ||
AAPL APPLE INC | COM | 037833100 | $21.56M | 6 % | 86,110 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $20.66M | 6 % | 108,226 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $18.84M | 5 % | 268,123 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $13.89M | 4 % | 277,942 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.51M | 3 % | 22,518 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $11.42M | 3 % | 48,532 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $9.85M | 3 % | 158,096 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.42M | 2 % | 62,701 |
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