$97.6 Million is the total value of JSF Financial, LLC's 57 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 29.0% |
| ISHARES TR | 20 | Q3 2023 | 16.7% |
| ISHARES TR | 20 | Q3 2023 | 15.1% |
| APPLE INC | 20 | Q3 2023 | 7.3% |
| ISHARES TR | 20 | Q3 2023 | 15.3% |
| INVESCO QQQ TR | 20 | Q3 2023 | 5.0% |
| ISHARES TR | 20 | Q3 2023 | 13.2% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.5% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| ISHARES TR | 20 | Q3 2023 | 8.5% |
View JSF Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
View JSF Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.