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Capital Group Conservative E shares owned by JSF Financial

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by JSF Financial from 13F filings

Historical chart of JSF Financial investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by JSF Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by JSF Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 10k 30.49

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for JSF Financial

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E