0001802224-20-000005.txt : 20200227 0001802224-20-000005.hdr.sgml : 20200227 20200227154829 ACCESSION NUMBER: 0001802224-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 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: 20661737 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 09-30-2019 09-30-2019 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 62 91891 false INFORMATION TABLE 2 jsf3q1913f.xml ISHARES TR CORE S&P MCP ETF 464287507 14096 72951 SH SOLE 0 0 72951 ISHARES TR CORE S&P SCP ETF 464287804 1562 20064 SH SOLE 0 0 20064 ISHARES TR S&P SML 600 GWT 464287887 394 2208 SH SOLE 0 0 2208 ISHARES TR S&P 500 VAL ETF 464287408 970 8144 SH SOLE 0 0 8144 ISHARES TR CORE S&P500 ETF 464287200 26653 89283 SH SOLE 0 0 89283 ISHARES TR S&P 500 GRWT ETF 464287309 839 4661 SH SOLE 0 0 4661 ISHARES TR RUS 1000 VAL ETF 464287598 269 2094 SH SOLE 0 0 2094 ISHARES TR RUS 1000 GRW ETF 464287614 6005 37617 SH SOLE 0 0 37617 ISHARES TR RUSSELL 2000 ETF 464287655 1881 12429 SH SOLE 0 0 12429 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 286 810 SH SOLE 0 0 810 SPDR S&P 500 ETF TR TR UNIT 78462F103 1015 3420 SH SOLE 0 0 3420 AMAZON COM INC COM 023135106 566 326 SH SOLE 0 0 326 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 643 3090 SH SOLE 0 0 3090 BOEING CO COM 097023105 513 1348 SH SOLE 0 0 1348 INVESCO QQQ TR UNIT SER 1 46090E103 3593 19028 SH SOLE 0 0 19028 ALTRIA GROUP INC COM 02209S103 265 6488 SH SOLE 0 0 6488 INTEL CORP COM 458140100 332 6438 SH SOLE 0 0 6438 ORACLE CORP COM 68389X105 229 4156 SH SOLE 0 0 4156 DISNEY WALT CO COM DISNEY 254687106 769 5902 SH SOLE 0 0 5902 JOHNSON & JOHNSON COM 478160104 462 3574 SH SOLE 0 0 3574 PFIZER INC COM 717081103 380 10568 SH SOLE 0 0 10568 CHEVRON CORP NEW COM 166764100 409 3445 SH SOLE 0 0 3445 MICROSOFT CORP COM 594918104 1109 7978 SH SOLE 0 0 7978 AT&T INC COM 00206R102 1749 46215 SH SOLE 0 0 46215 CISCO SYS INC COM 17275R102 505 10216 SH SOLE 0 0 10216 PEPSICO INC COM 713448108 214 1564 SH SOLE 0 0 1564 VERIZON COMMUNICATIONS INC COM 92343V104 410 6788 SH SOLE 0 0 6788 ISHARES TR RUS MID CAP ETF 464287499 5422 96905 SH SOLE 0 0 96905 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 386 13791 SH SOLE 0 0 13791 EXXON MOBIL CORP COM 30231G102 713 10101 SH SOLE 0 0 10101 PROCTER & GAMBLE CO COM 742718109 654 5260 SH SOLE 0 0 5260 HOME DEPOT INC COM 437076102 480 2068 SH SOLE 0 0 2068 MCDONALDS CORP COM 580135101 322 1499 SH SOLE 0 0 1499 JPMORGAN CHASE & CO COM 46625H100 753 6399 SH SOLE 0 0 6399 SIRIUS XM HLDGS INC COM 82968B103 194 30974 SH SOLE 0 0 30974 UNITEDHEALTH GROUP INC COM 91324P102 378 1738 SH SOLE 0 0 1738 UNITED TECHNOLOGIES CORP COM 913017109 265 1939 SH SOLE 0 0 1939 APPLE INC COM 037833100 4073 18186 SH SOLE 0 0 18186 ISHARES TR MSCI EMG MKT ETF 464287234 948 23191 SH SOLE 0 0 23191 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 266 2460 SH SOLE 0 0 2460 ISHARES TR CORE US AGGBD ET 464287226 637 5630 SH SOLE 0 0 5630 W P CAREY INC COM 92936U109 224 2498 SH SOLE 0 0 2498 ISHARES TR SELECT DIVID ETF 464287168 827 8115 SH SOLE 0 0 8115 ALPHABET INC CAP STK CL A 02079K305 753 617 SH SOLE 0 0 617 PIMCO CALIF MUN INCOME FD II COM 72200M108 122 12500 SH SOLE 0 0 12500 KAYNE ANDERSN MLP MIDS INVT COM 486606106 456 31559 SH SOLE 0 0 31559 ISHARES TR CORE S&P TTL STK 464287150 1710 25502 SH SOLE 0 0 25502 ISHARES TR SH TR CRPORT ETF 464288646 234 4360 SH SOLE 0 0 4360 ISHARES TR INTL SEL DIV ETF 464288448 619 20127 SH SOLE 0 0 20127 VISA INC COM CL A 92826C839 500 2909 SH SOLE 0 0 2909 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 204 4050 SH SOLE 0 0 4050 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 559 24026 SH SOLE 0 0 24026 PIMCO ETF TR INTER MUN BD ACT 72201R866 221 4000 SH SOLE 0 0 4000 ALPS ETF TR ALERIAN MLP 00162Q866 705 77101 SH SOLE 0 0 77101 KAYNE ANDERSON MDSTM ENERGY COM 48661E108 191 17662 SH SOLE 0 0 17662 FACEBOOK INC CL A 30303M102 268 1503 SH SOLE 0 0 1503 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 224 3807 SH SOLE 0 0 3807 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 203 3184 SH SOLE 0 0 3184 ALPHABET INC CAP STK CL C 02079K107 511 419 SH SOLE 0 0 419 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 237 1415 SH SOLE 0 0 1415 CHARTER COMMUNICATIONS INC N CL A 16119P108 264 640 SH SOLE 0 0 640 NUTANIX INC CL A 67059N108 1250 47604 SH SOLE 0 0 47604