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 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