Fund HoldingsJSF Financial, LLC

Total Portfolio Value
$258.18M
Total Bought
$41.70M
Total Sold
$57.13M
Net Transaction
-$15.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR16,03464,413+48,3794,19216,0616.22%+11,869
ISHARES TR99,086123,635+24,54944,16453,09320.56%+8,929
ISHARES TR56,44976,825+20,3769,09911,8194.58%+2,720
ISHARES TR26,92339,660+12,7374,2696,1012.36%+1,832
COSTCO WHSL CORP NEW(COST)1,7114,457+2,7469212,5180.98%+1,597
SPDR SER TR
ST STR P500ETF
74,97992,310+17,3313,9074,6401.80%+732
SYNOPSYS INC(SNPS)01,589+1,58907290.28%+729
BROADCOM INC(AVGO)0854+85407090.27%+709
CADENCE DESIGN SYSTEM INC(CDNS)02,895+2,89506780.26%+678
TJX COS INC NEW(TJX)06,651+6,65105910.23%+591
AMGEN INC(AMGN)1,0032,935+1,9322237890.31%+566
ABBVIE INC(ABBV)03,718+3,71805540.21%+554
REGENERON PHARMACEUTICALS(REGN)0654+65405380.21%+538
MCKESSON CORP(MCK)01,215+1,21505280.20%+528
MOLINA HEALTHCARE INC(MOH)01,606+1,60605270.20%+527
SELECT SECTOR SPDR TR
ST STR REAL ETF
014,543+14,54304950.19%+495
ISHARES TR04,818+4,81804530.18%+453
QUANTA SVCS INC02,287+2,28704280.17%+428
PEPSICO INC(PEP)2,0084,651+2,6433727880.31%+416
BRAZE INC(BRZE)79,09482,917+3,8233,4643,8751.50%+411
NUTANIX INC(NTNX)11,11816,744+5,6263125840.23%+272
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
12,06917,029+4,9606689120.35%+244
ISHARES TR
ESG AWR MSCI USA
02,568+2,56802410.09%+241
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,408+2,40802180.08%+218
VENTYX BIOSCIENCES INC06,000+6,00002080.08%+208
ALPHABET INC(GOOG)20,52620,082-4442,4572,6281.02%+171
HOME DEPOT INC(HD)2,0262,589+5636297820.30%+153
ALPHABET INC(GOOG)8,6468,545-1011,0461,1270.44%+81
ISHARES TR
ESG AW MSCI EAFE
3,1294,328+1,1992282990.12%+71
CBOE GLOBAL MKTS INC(CBOE)3,3713,378+74655280.20%+62
EXXON MOBIL CORP7,3697,026-3437908260.32%+36
BERKSHIRE HATHAWAY INC DEL8,6558,519-1362,9512,9841.16%+33
ELI LILLY & CO(LLY)1,0971,005-925145400.21%+25
SELECT SECTOR SPDR TR
ST STR UTIL ETF
79,48888,657+9,1695,2025,2252.02%+23
CHEVRON CORP NEW(CVX)2,4202,380-403814010.16%+21
MSCI INC(MSCI)719683-363373500.14%+13
MARSH & MCLENNAN COS INC(MRSH)3,7483,733-157057100.28%+6
CATERPILLAR INC(CAT)1,1151,022-932742790.11%+5
SELECT SECTOR SPDR TR
ST STR SVC ETF
16,92916,872-571,1021,1060.43%+5
WALMART INC(WMT)4,6024,549-537237280.28%+4
BROWN & BROWN INC(BRO)9,6609,535-1256656660.26%+1
PACCAR INC(PCAR)8,6138,480-1337207210.28%0
SIRIUS XM HOLDINGS INC(SIRI)010,128+10,1280460.02%+46
HYCROFT MINING HOLDING CORP010,000+10,000000.00%0
META PLATFORMS INC(META)887846-412552540.10%-1
AT&T INC(T)26,11027,518+1,4084164130.16%-3
ISHARES TR
MSCI USA MIN ETF
3,4413,44102562490.10%-7
PIMCO ETF TR
INTER MUN BD ACT
4,0004,00002072000.08%-7
SALESFORCE INC(CRM)1,2231,199-242582430.09%-15
ISHARES TR
CORE HIGH DV ETF
9,4039,40309489300.36%-18
AUTOZONE INC(AZO)123112-113072840.11%-22
BOEING CO(BA)1,1251,108-172382120.08%-25
ALTRIA GROUP INC(MO)6,1996,034-1652812540.10%-27
UNITEDHEALTH GROUP INC(UNH)1,9131,766-1479198900.34%-29
DISNEY WALT CO(DIS)25,11327,304+2,1912,2422,2130.86%-29
CISCO SYS INC(CSCO)4,9554,224-7312562270.09%-29
SPDR S&P MIDCAP 400 ETF TR(MDY)555515-402662350.09%-30
ORACLE CORP(ORCL)2,6972,743+463212910.11%-31
MONDELEZ INTL INC(MDLZ)3,6003,329-2712632310.09%-32
TESLA INC(TSLA)1,3271,262-653473160.12%-32
PHILIP MORRIS INTL INC(PM)3,8573,718-1393773440.13%-32
GOLDMAN SACHS GROUP INC(GS)1,028920-1083322980.12%-34
RELIANCE STEEL & ALUMINUM CO(RS)2,7002,661-397336980.27%-35
REPUBLIC SVCS INC(RSG)3,5573,572+155455090.20%-36
JPMORGAN CHASE & CO(JPM)10,68010,395-2851,5531,5080.58%-46
PROCTER AND GAMBLE CO(PG)6,4606,402-589809340.36%-46
NIKE INC(NKE)2,6042,478-1262872370.09%-50
TARGET CORP(TGT)2,9503,053+1033893380.13%-52
MONSTER BEVERAGE CORP NEW(MNST)10,93310,856-776285750.22%-53
LOWES COS INC(LOW)3,6373,692+558217670.30%-53
DEERE & CO(DE)1,1021,038-644473920.15%-55
SPDR S&P 500 ETF TR(SPY)3,6333,617-161,6111,5460.60%-64
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,5892,254-3353873190.12%-68
PFIZER INC(PFE)12,21011,386-8244483780.15%-70
MERCK & CO INC(MRK)4,3294,009-3205004130.16%-87
FIDELITY COVINGTON TRUST7,5297,252-2779848910.35%-92
NVIDIA CORPORATION(NVDA)1,4971,243-2546335410.21%-93
VISA INC(V)3,7753,469-3068977980.31%-99
ISHARES TR3,3522,762-5905294190.16%-110
ISHARES TR5,6595,354-3051,0609460.37%-113
ISHARES TR15,09813,803-1,2951,0959510.37%-143
STARBUCKS CORP(SBUX)000000
ISHARES TR
0-5 YR TIPS ETF
000000
VANGUARD INDEX FDS000000
COCA COLA CO(KO)3,4260-3,4262060-206
ISHARES TR5,8950-5,8952100-210
BANK AMERICA CORP7,5480-7,5482170-217
AMAZON COM INC(AMZN)25,80324,670-1,1333,3643,1361.21%-228
VANGUARD SPECIALIZED FUNDS1,4510-1,4512360-236
ISHARES INC
CORE MSCI EMKT
83,62581,500-2,1254,1223,8791.50%-243
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
5,3570-5,3572710-271
JOHNSON & JOHNSON(JNJ)5,6534,200-1,4539366540.25%-281
RAYTHEON TECHNOLOGIES CORP(RTX)2,9600-2,9602900-290
GENERAC HLDGS INC(GNRC)2,1240-2,1243170-317
ISHARES TR15,82314,982-8414,3543,9851.54%-369
ISHARES GOLD TR(IAU)414,371419,657+5,28615,07914,6845.69%-395
ISHARES TR52,33148,142-4,1893,8223,3341.29%-488
XCEL ENERGY INC(XEL)8,1330-8,1335060-506
SPDR SER TR
ST STR P400MID
51,38942,274-9,1152,3581,8510.72%-507
MICROSOFT CORP(MSFT)16,50816,055-4535,6225,0691.96%-552
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