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Home > Institutional Investor > Jsf Financial, Llc > Profile

Instuitional Investor - Jsf Financial, Llc

Fund Profile
Filing Period:
Fund Name: Jsf Financial, Llc
Portfolio Value $288,340,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 123,963 $59,208,415 20.53%
2.
Ishares Tr
 346,456 $24,373,194 8.45%
3.
Ishares Trust
 IEF 66,168 $18,338,351 6.35%
4.
Ishares Trust
 IAU 423,381 $16,524,541 5.73%
5.
Apple Inc.
 AAPL 74,804 $14,401,952 4.99%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)