JSF Financial

Latest statistics and disclosures from JSF Financial's latest quarterly 13F-HR filing:

Portfolio Holdings for JSF Financial

Companies in the JSF Financial portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Tr Core S&p500 Etf (IVV) 26.84 100.14k -4% 309.69
Ishares Tr Rus Mid Cap Etf (IWR) 15.73 339.17k -10% 53.60
Ishares Tr Rus 1000 Grw Etf (IWF) 15.13 91.10k +20% 191.95
Apple (AAPL) 6.31 19.98k 364.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.75 22.15k 247.62
Microsoft Corporation (MSFT) 2.51 14.28k -5% 203.52
Amazon (AMZN) 1.81 759 +5% 2758.89
Ishares Tr Msci Eafe Etf (EFA) 1.26 23.92k -10% 60.87
Ishares Tr Core S&p Ttl Stk (ITOT) 1.18 19.66k 69.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.14 7.41k 178.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.10 4.14k -26% 308.31
Ishares Tr Russell 2000 Etf (IWM) 1.10 8.92k -15% 143.15
Disney Walt Com Disney (DIS) 1.10 11.40k +4% 111.50
Alphabet Cap Stk Cl A (GOOGL) 1.08 881 1417.71
Ishares Tr Core S&p Mcp Etf (IJH) 1.03 6.68k -34% 177.77
At&t (T) 0.95 36.25k -4% 30.24
Nutanix Cl A (NTNX) 0.92 44.89k 23.70
Ishares Tr Core S&p Scp Etf (IJR) 0.76 12.90k -37% 68.29
JPMorgan Chase & Co. (JPM) 0.75 9.19k +20% 94.06
Procter & Gamble Company (PG) 0.66 6.37k -8% 119.57
Ishares Tr Select Divid Etf (DVY) 0.60 8.61k -54% 80.71
Johnson & Johnson (JNJ) 0.59 4.83k 140.73
Visa Com Cl A (V) 0.53 3.16k 193.04
Alphabet Cap Stk Cl C (GOOG) 0.52 426 1413.15
Ishares Tr Core Us Aggbd Et (AGG) 0.52 5.07k 118.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.48 2.67k -23% 207.35
UnitedHealth (UNH) 0.48 1.87k 295.19
Home Depot (HD) 0.47 2.16k 250.46
Verizon Communications (VZ) 0.45 9.53k +4% 55.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.44 12.81k -54% 39.96
Ishares Tr S&p 500 Val Etf (IVE) 0.43 4.62k -10% 108.32
Cisco Systems (CSCO) 0.43 10.72k -8% 46.66
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.43 34.93k -52% 14.11
Chevron Corporation (CVX) 0.40 5.21k -6% 89.32
Boeing Company (BA) 0.39 2.48k +5% 183.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.35 3.60k +14% 112.75
Pfizer (PFE) 0.34 11.92k 32.71
Intel Corporation (INTC) 0.34 6.50k -14% 59.86
Ishares Tr S&P SML 600 GWT (IJT) 0.33 2.22k 169.90
Alibaba Group Hldg Sponsored Ads (BABA) 0.32 1.72k -4% 215.82
Facebook Cl A (FB) 0.32 1.61k 226.91
Msci (MSCI) 0.31 1.08k +38% 333.95
Eli Lilly & Co. (LLY) 0.29 2.07k +12% 164.33
Uber Technologies (UBER) 0.27 10.05k -66% 31.04
Spotify Technology S A SHS (SPOT) 0.27 1.19k NEW 257.98
Fidelity Covington Tr Msci Info Tech I (FTEC) 0.25 3.51k 82.36
Netflix (NFLX) 0.25 629 NEW 454.69
Danaher Corporation (DHR) 0.23 1.49k NEW 177.06
Oracle Corporation (ORCL) 0.22 4.71k -32% 55.20
Exxon Mobil Corporation (XOM) 0.22 5.73k -32% 44.70
salesforce (CRM) 0.22 1.34k NEW 187.64
Merck & Co (MRK) 0.21 3.18k NEW 77.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.21 2.39k 101.72
Ishares Tr Sh Tr Crport Etf (IGSB) 0.21 4.36k 54.82
Amgen (AMGN) 0.20 967 NEW 235.78
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.19 4.00k 55.75
Charter Communications Inc N Cl A (CHTR) 0.19 425 NEW 510.59
Pepsi (PEP) 0.19 1.62k NEW 132.02
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.19 660 -18% 324.24
Vaneck Vectors Etf Tr Amt Free Int Etf (ITM) 0.18 4.05k NEW 50.86
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.18 8.76k -40% 23.18
Pimco CA Muni. Income Fund II (PCK) 0.14 18.38k 8.81
Sirius Xm Holdings (SIRI) 0.13 24.77k 5.85

Past Filings by JSF Financial

View past SEC 13F filings by JSF Financial

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