Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JSF FINANCIAL LLC | 02-14-2024 | 12-31-2023 | 108 | 288,340,759 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $59,208,415 | 123,963 | 0.02 | 0.02 | 328 | 0.27 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $24,373,194 | 346,456 | 0.01 | 0.01 | 7,064 | 2.08 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $18,338,351 | 66,168 | 0.01 | 0.01 | 1,755 | 2.72 | 12-31-2023 |
| ISHARES GOLD TR | ISHARES NEW | 4 | $16,524,541 | 423,381 | 0.01 | 0.01 | 3,724 | 0.89 | 12-31-2023 |
