JSF Financial, LLC
Q2 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
128
- Value ($000)
$420,770
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $81.95M | 20 % | 131,982 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $37.20M | 9 % | 915,194 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $28.81M | 7 % | 345,055 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $22.27M | 5 % | 216,393 | ||
IWX ISHARES TR | RUS TP200 VL ETF | 464289420 | $21.63M | 5 % | 256,923 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $18.33M | 4 % | 74,342 | ||
AAPL APPLE INC | COM | 037833100 | $17.69M | 4 % | 86,206 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.00M | 3 % | 25,378 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.48M | 3 % | 169,050 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $8.92M | 2 % | 171,132 |
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