Fund HoldingsJSF Financial, LLC

Total Portfolio Value
$288.34M
Total Bought
$30.13M
Total Sold
$16.04M
Net Transaction
+$14.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR123,635123,963+32853,09359,20820.53%+6,116
DOUBLEVERIFY HLDGS INC(DV)0336,831+336,831012,3894.30%+12,389
ISHARES TR
CORE MSCI EAFE
0346,456+346,456024,3738.45%+24,373
ISHARES TR76,82581,061+4,23611,81914,0964.89%+2,277
ISHARES TR64,41366,168+1,75516,06118,3386.36%+2,277
ISHARES GOLD TR(IAU)419,657423,381+3,72414,68416,5255.73%+1,841
SELECT SECTOR SPDR TR
ST STR STAPL ETF
024,432+24,43201,7600.61%+1,760
FIDELITY COVINGTON TRUST030,708+30,70801,2550.44%+1,255
APPLE INC(AAPL)074,804+74,804014,4024.99%+14,402
ISHARES TR39,66040,498+8386,1017,0962.46%+995
SPDR SER TR
ST STR P500ETF
92,31099,967+7,6574,6405,5881.94%+949
MICROSOFT CORP(MSFT)16,05515,725-3305,0695,9132.05%+844
INVESCO QQQ TR023,646+23,64609,6843.36%+9,684
ARISTA NETWORKS INC03,369+3,36907930.28%+793
SELECT SECTOR SPDR TR
ST STR FINL ETF
017,943+17,94306750.23%+675
PACKAGING CORP AMER(PKG)03,964+3,96406460.22%+646
AMAZON COM INC(AMZN)24,67024,518-1523,1363,7251.29%+589
DECKERS OUTDOOR CORP(DECK)0850+85005680.20%+568
CENCORA INC02,742+2,74205630.20%+563
EQUINIX INC(EQIX)0679+67905470.19%+547
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,4088,964+6,5562187520.26%+534
ISHARES TR14,98214,877-1053,9854,5101.56%+525
AXON ENTERPRISE INC(AXON)01,879+1,87904850.17%+485
ISHARES TR055,756+55,75605,8672.03%+5,867
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
08,868+8,86804430.15%+443
SELECT SECTOR SPDR TR
ST STR SVC ETF
16,87221,254+4,3821,1061,5440.54%+438
ISHARES INC
CORE MSCI EMKT
81,50084,788+3,2883,8794,2891.49%+410
ISHARES TR48,14247,305-8373,3343,6771.28%+343
ISHARES TR019,552+19,55202,1160.73%+2,116
COSTCO WHSL CORP NEW(COST)4,4574,202-2552,5182,7730.96%+255
BROADCOM INC(AVGO)854857+37099570.33%+247
MICRON TECHNOLOGY INC(MU)02,825+2,82502410.08%+241
BLACKSTONE INC(BX)01,822+1,82202390.08%+239
SPDR S&P 500 ETF TR(SPY)3,6173,717+1001,5461,7670.61%+220
BANK AMERICA CORP06,472+6,47202180.08%+218
VANGUARD INDEX FDS0883+88302100.07%+210
RTX CORPORATION(RTX)02,476+2,47602080.07%+208
MCDONALDS CORP(MCD)0693+69302060.07%+206
ISHARES TR
ESG AWR US AGRGT
04,245+4,24502030.07%+203
NOVO-NORDISK A S(NVO)01,957+1,95702020.07%+202
KENVUE INC(KVUE)09,297+9,29702000.07%+200
SPDR SER TR
ST STR P400MID
42,27441,870-4041,8512,0400.71%+189
SELECT SECTOR SPDR TR
ST STR CARE ETF
017,970+17,97002,4510.85%+2,451
JPMORGAN CHASE & CO(JPM)10,3959,672-7231,5081,6450.57%+138
HOME DEPOT INC(HD)2,5892,653+647829190.32%+137
FIDELITY COVINGTON TRUST7,2527,160-928911,0280.36%+137
ISHARES TR0130,483+130,48305,2471.82%+5,247
ISHARES TR4,8185,824+1,0064535780.20%+125
ISHARES TR5,3545,303-519461,0640.37%+118
CADENCE DESIGN SYSTEM INC(CDNS)2,8952,891-46787870.27%+109
PACCAR INC(PCAR)8,4808,460-207218260.29%+105
VISA INC(V)3,4693,456-137989000.31%+102
SYNOPSYS INC(SNPS)1,5891,586-37298170.28%+87
REPUBLIC SVCS INC(RSG)3,5723,589+175095920.21%+83
CBOE GLOBAL MKTS INC(CBOE)3,3783,388+105286050.21%+77
SALESFORCE INC(CRM)1,1991,205+62433170.11%+74
ISHARES TR
ESG AW MSCI EAFE
4,3284,893+5652993700.13%+70
AMGEN INC(AMGN)2,9352,944+97898480.29%+59
BERKSHIRE HATHAWAY INC DEL8,5198,532+132,9843,0431.06%+59
ISHARES TR
ESG AWR MSCI USA
2,5682,859+2912413000.10%+59
ISHARES TR13,80313,405-3989511,0100.35%+59
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,2542,394+1403193780.13%+58
NVIDIA CORPORATION(NVDA)1,2431,210-335415990.21%+58
MOLINA HEALTHCARE INC(MOH)1,6061,614+85275830.20%+57
BOEING CO(BA)1,1081,027-812122680.09%+55
ISHARES TR04,493+4,49304630.16%+463
ISHARES TR
CORE HIGH DV ETF
9,4039,591+1889309780.34%+48
GOLDMAN SACHS GROUP INC(GS)920896-242983460.12%+48
META PLATFORMS INC(META)84684602542990.10%+45
ISHARES TR2,7622,792+304194610.16%+42
UNITEDHEALTH GROUP INC(UNH)1,7661,771+58909320.32%+42
REGENERON PHARMACEUTICALS(REGN)654658+45385780.20%+40
MCKESSON CORP(MCK)1,2151,220+55285650.20%+36
MERCK & CO INC(MRK)4,0094,100+914134470.16%+34
TARGET CORP(TGT)3,0532,585-4683383680.13%+31
SPDR S&P MIDCAP 400 ETF TR(MDY)51551502352620.09%+26
ISHARES TR
MSCI USA MIN ETF
3,4413,44102492690.09%+19
AT&T INC(T)27,51825,588-1,9304134290.15%+16
BROWN & BROWN INC(BRO)9,5359,542+76666790.24%+13
MONDELEZ INTL INC(MDLZ)3,3293,360+312312430.08%+12
ALPHABET INC(GOOG)20,08218,898-1,1842,6282,6400.92%+12
PIMCO ETF TR
INTER MUN BD ACT
4,0004,00002002110.07%+11
SIRIUS XM HOLDINGS INC(SIRI)10,12810,183+5546560.02%+10
ORACLE CORP(ORCL)2,7432,834+912912990.10%+8
MSCI INC(MSCI)683633-503503580.12%+8
HYCROFT MINING HOLDING CORP10,00010,0000000.00%0
DEERE & CO(DE)1,038978-603923910.14%-1
ELI LILLY & CO(LLY)1,005922-835405380.19%-2
TESLA INC(TSLA)1,2621,26203163140.11%-2
AUTOZONE INC(AZO)112108-42842790.10%-5
ALTRIA GROUP INC(MO)6,0346,056+222542440.08%-9
ALPHABET INC(GOOG)8,5457,893-6521,1271,1120.39%-14
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
17,02916,319-7109128970.31%-15
PHILIP MORRIS INTL INC(PM)3,7183,481-2373443270.11%-17
PROCTER AND GAMBLE CO(PG)6,4026,220-1829349120.32%-22
NIKE INC(NKE)2,4781,954-5242372120.07%-25
ISHARES TR03,615+3,61504120.14%+412
NUTANIX INC(NTNX)16,74411,375-5,3695845420.19%-42
ISHARES TR05,362+5,36204250.15%+425
RELIANCE STEEL & ALUMINUM CO(RS)2,6612,290-3716986400.22%-57
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