JSF Financial, LLC
Q1 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
121
- Value ($000)
$379,071
- Date Filed05/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $76.81M | 20 % | 136,697 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $32.15M | 9 % | 938,778 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $23.91M | 6 % | 231,040 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $22.23M | 6 % | 293,853 | ||
IWX ISHARES TR | RUS TP200 VL ETF | 464289420 | $20.90M | 6 % | 254,298 | ||
AAPL APPLE INC | COM | 037833100 | $19.01M | 5 % | 85,573 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $14.53M | 4 % | 68,875 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.94M | 3 % | 23,337 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $9.19M | 2 % | 157,527 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $7.46M | 2 % | 162,054 |
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