0001802224-20-000004.txt : 20200227
0001802224-20-000004.hdr.sgml : 20200227
20200227154451
ACCESSION NUMBER: 0001802224-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20200227
DATE AS OF CHANGE: 20200227
EFFECTIVENESS DATE: 20200227
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: JSF Financial, LLC
CENTRAL INDEX KEY: 0001802224
IRS NUMBER: 954567899
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19902
FILM NUMBER: 20661707
BUSINESS ADDRESS:
STREET 1: 6300 WILSHIRE BOULEVARD
STREET 2: SUITE 700
CITY: LOS ANGELES
STATE: CA
ZIP: 90048
BUSINESS PHONE: 323-866-0833
MAIL ADDRESS:
STREET 1: 6300 WILSHIRE BOULEVARD
STREET 2: SUITE 700
CITY: LOS ANGELES
STATE: CA
ZIP: 90048
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001802224
XXXXXXXX
06-30-2019
06-30-2019
JSF Financial, LLC
6300 WILSHIRE BOULEVARD
SUITE 700
LOS ANGELES
CA
90048
13F HOLDINGS REPORT
028-19902
N
Shari Fishman
Chief Compliance Officer
323-866-0833
Shari Fishman
Los Angeles
CA
02-27-2020
0
63
92055
false
INFORMATION TABLE
2
jsf2q1913f.xml
ISHARES TR
CORE S&P MCP ETF
464287507
13094
67406
SH
SOLE
0
0
67406
ISHARES TR
CORE S&P SCP ETF
464287804
1673
21373
SH
SOLE
0
0
21373
ISHARES TR
S&P SML 600 GWT
464287887
452
2479
SH
SOLE
0
0
2479
ISHARES TR
S&P 500 VAL ETF
464287408
963
8260
SH
SOLE
0
0
8260
ISHARES TR
CORE S&P500 ETF
464287200
26339
89362
SH
SOLE
0
0
89362
ISHARES TR
S&P 500 GRWT ETF
464287309
932
5197
SH
SOLE
0
0
5197
ISHARES TR
RUS 1000 VAL ETF
464287598
266
2094
SH
SOLE
0
0
2094
ISHARES TR
RUS 1000 GRW ETF
464287614
5938
37740
SH
SOLE
0
0
37740
ISHARES TR
RUSSELL 2000 ETF
464287655
2191
14089
SH
SOLE
0
0
14089
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
287
810
SH
SOLE
0
0
810
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1232
4204
SH
SOLE
0
0
4204
AMAZON COM INC
COM
023135106
646
341
SH
SOLE
0
0
341
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
667
3128
SH
SOLE
0
0
3128
BOEING CO
COM
097023105
495
1360
SH
SOLE
0
0
1360
INVESCO QQQ TR
UNIT SER 1
46090E103
3814
20425
SH
SOLE
0
0
20425
ALTRIA GROUP INC
COM
02209S103
330
6979
SH
SOLE
0
0
6979
INTEL CORP
COM
458140100
309
6461
SH
SOLE
0
0
6461
ORACLE CORP
COM
68389X105
232
4070
SH
SOLE
0
0
4070
DISNEY WALT CO
COM DISNEY
254687106
693
4962
SH
SOLE
0
0
4962
JOHNSON & JOHNSON
COM
478160104
505
3624
SH
SOLE
0
0
3624
PFIZER INC
COM
717081103
458
10570
SH
SOLE
0
0
10570
CHEVRON CORP NEW
COM
166764100
430
3457
SH
SOLE
0
0
3457
MICROSOFT CORP
COM
594918104
1085
8098
SH
SOLE
0
0
8098
AT&T INC
COM
00206R102
1533
45748
SH
SOLE
0
0
45748
CISCO SYS INC
COM
17275R102
559
10216
SH
SOLE
0
0
10216
PEPSICO INC
COM
713448108
205
1564
SH
SOLE
0
0
1564
VERIZON COMMUNICATIONS INC
COM
92343V104
395
6918
SH
SOLE
0
0
6918
ISHARES TR
RUS MID CAP ETF
464287499
5867
105013
SH
SOLE
0
0
105013
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
450
16291
SH
SOLE
0
0
16291
EXXON MOBIL CORP
COM
30231G102
960
12523
SH
SOLE
0
0
12523
PROCTER AND GAMBLE CO
COM
742718109
577
5260
SH
SOLE
0
0
5260
HOME DEPOT INC
COM
437076102
382
1835
SH
SOLE
0
0
1835
MCDONALDS CORP
COM
580135101
306
1475
SH
SOLE
0
0
1475
JPMORGAN CHASE & CO
COM
46625H100
715
6399
SH
SOLE
0
0
6399
SIRIUS XM HLDGS INC
COM
82968B103
173
30974
SH
SOLE
0
0
30974
UNITEDHEALTH GROUP INC
COM
91324P102
424
1738
SH
SOLE
0
0
1738
UNITED TECHNOLOGIES CORP
COM
913017109
259
1989
SH
SOLE
0
0
1989
APPLE INC
COM
037833100
3482
17594
SH
SOLE
0
0
17594
ISHARES TR
MSCI EMG MKT ETF
464287234
1271
29612
SH
SOLE
0
0
29612
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
258
2389
SH
SOLE
0
0
2389
ISHARES TR
CORE US AGGBD ET
464287226
570
5117
SH
SOLE
0
0
5117
W P CAREY INC
COM
92936U109
203
2498
SH
SOLE
0
0
2498
ISHARES TR
SELECT DIVID ETF
464287168
669
6723
SH
SOLE
0
0
6723
MOODYS CORP
COM
615369105
211
1080
SH
SOLE
0
0
1080
ALPHABET INC
CAP STK CL A
02079K305
670
619
SH
SOLE
0
0
619
SALESFORCE COM INC
COM
79466L302
204
1343
SH
SOLE
0
0
1343
PIMCO CALIF MUN INCOME FD II
COM
72200M108
121
12500
SH
SOLE
0
0
12500
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
541
35335
SH
SOLE
0
0
35335
ISHARES TR
CORE S&P TTL STK
464287150
2084
31283
SH
SOLE
0
0
31283
ISHARES TR
SH TR CRPORT ETF
464288646
203
3800
SH
SOLE
0
0
3800
ISHARES TR
INTL SEL DIV ETF
464288448
557
18144
SH
SOLE
0
0
18144
VISA INC
COM CL A
92826C839
601
3464
SH
SOLE
0
0
3464
VANECK VECTORS ETF TR
AMT FREE INT ETF
92189H201
201
4050
SH
SOLE
0
0
4050
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
460
18332
SH
SOLE
0
0
18332
PIMCO ETF TR
INTER MUN BD ACT
72201R866
219
4000
SH
SOLE
0
0
4000
ALPS ETF TR
ALERIAN MLP
00162Q866
695
70536
SH
SOLE
0
0
70536
KAYNE ANDERSON MDSTM ENERGY
COM
48661E108
265
22895
SH
SOLE
0
0
22895
FACEBOOK INC
CL A
30303M102
290
1503
SH
SOLE
0
0
1503
ISHARES INC
CORE MSCI EMKT
46434G103
222
4318
SH
SOLE
0
0
4318
ALPHABET INC
CAP STK CL C
02079K107
453
419
SH
SOLE
0
0
419
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
241
1420
SH
SOLE
0
0
1420
CHARTER COMMUNICATIONS INC N
CL A
16119P108
281
710
SH
SOLE
0
0
710
NUTANIX INC
CL A
67059N108
1247
48074
SH
SOLE
0
0
48074