0001802224-20-000006.txt : 20200429 0001802224-20-000006.hdr.sgml : 20200429 20200429162417 ACCESSION NUMBER: 0001802224-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 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: 20830689 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 03-31-2020 03-31-2020 JSF Financial, LLC

6300 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES CA 90048

13F HOLDINGS REPORT 028-19902 N Shari Fishman 3238660833 Shari Fishman Los Angeles CA 04-29-2020 0 59 98550 false INFORMATION TABLE 2 jsf1q2013f.xml ISHARES TR CORE S&P MCP ETF 464287507 1461 10158 SH SOLE 0 0 10158 ISHARES TR CORE S&P SCP ETF 464287804 1151 20522 SH SOLE 0 0 20522 ISHARES TR S&P SML 600 GWT 464287887 305 2216 SH SOLE 0 0 2216 ISHARES TR S&P 500 VAL ETF 464287408 497 5161 SH SOLE 0 0 5161 ISHARES TR CORE S&P500 ETF 464287200 27041 104647 SH SOLE 0 0 104647 ISHARES TR S&P 500 GRWT ETF 464287309 578 3500 SH SOLE 0 0 3500 ISHARES TR RUS 1000 VAL ETF 464287598 312 3150 SH SOLE 0 0 3150 ISHARES TR RUS 1000 GRW ETF 464287614 11431 75876 SH SOLE 0 0 75876 ISHARES TR RUSSELL 2000 ETF 464287655 1203 10512 SH SOLE 0 0 10512 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 213 810 SH SOLE 0 0 810 SPDR S&P 500 ETF TR TR UNIT 78462F103 1449 5622 SH SOLE 0 0 5622 AMAZON COM INC COM 023135106 1400 718 SH SOLE 0 0 718 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1340 7328 SH SOLE 0 0 7328 BOEING CO COM 097023105 351 2351 SH SOLE 0 0 2351 INVESCO QQQ TR UNIT SER 1 46090E103 4257 22359 SH SOLE 0 0 22359 INTEL CORP COM 458140100 411 7591 SH SOLE 0 0 7591 ORACLE CORP COM 68389X105 339 7004 SH SOLE 0 0 7004 DISNEY WALT CO COM DISNEY 254687106 1056 10929 SH SOLE 0 0 10929 JOHNSON & JOHNSON COM 478160104 633 4825 SH SOLE 0 0 4825 PFIZER INC COM 717081103 383 11744 SH SOLE 0 0 11744 ISHARES TR MSCI EAFE ETF 464287465 1434 26816 SH SOLE 0 0 26816 CHEVRON CORP NEW COM 166764100 404 5574 SH SOLE 0 0 5574 MICROSOFT CORP COM 594918104 2394 15180 SH SOLE 0 0 15180 AT&T INC COM 00206R102 1104 37878 SH SOLE 0 0 37878 CISCO SYS INC COM 17275R102 461 11716 SH SOLE 0 0 11716 VERIZON COMMUNICATIONS INC COM 92343V104 491 9129 SH SOLE 0 0 9129 ISHARES TR RUS MID CAP ETF 464287499 16412 380171 SH SOLE 0 0 380171 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 308 14800 SH SOLE 0 0 14800 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 323 4016 SH SOLE 0 0 4016 EXXON MOBIL CORP COM 30231G102 323 8508 SH SOLE 0 0 8508 LILLY ELI & CO COM 532457108 255 1835 SH SOLE 0 0 1835 PROCTER & GAMBLE CO COM 742718109 767 6973 SH SOLE 0 0 6973 HOME DEPOT INC COM 437076102 403 2156 SH SOLE 0 0 2156 JPMORGAN CHASE & CO COM 46625H100 687 7631 SH SOLE 0 0 7631 SIRIUS XM HLDGS INC COM 82968B103 122 24774 SH SOLE 0 0 24774 UNITEDHEALTH GROUP INC COM 91324P102 466 1870 SH SOLE 0 0 1870 APPLE INC COM 037833100 5106 20080 SH SOLE 0 0 20080 ISHARES TR MSCI EMG MKT ETF 464287234 954 27962 SH SOLE 0 0 27962 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 203 2418 SH SOLE 0 0 2418 EQUIFAX INC COM 294429105 297 2487 SH SOLE 0 0 2487 ISHARES TR CORE US AGGBD ET 464287226 593 5139 SH SOLE 0 0 5139 ISHARES TR SELECT DIVID ETF 464287168 1403 19080 SH SOLE 0 0 19080 ALPHABET INC CAP STK CL A 02079K305 1018 876 SH SOLE 0 0 876 PIMCO CALIF MUN INCOME FD II COM 72200M108 155 18381 SH SOLE 0 0 18381 ISHARES TR CORE S&P TTL STK 464287150 1109 19379 SH SOLE 0 0 19379 ISHARES TR SH TR CRPORT ETF 464288646 228 4360 SH SOLE 0 0 4360 ISHARES TR INTL SEL DIV ETF 464288448 421 18636 SH SOLE 0 0 18636 MSCI INC COM 55354G100 226 783 SH SOLE 0 0 783 VISA INC COM CL A 92826C839 515 3195 SH SOLE 0 0 3195 INVESCO EXCHANGE-TRADED FD T PFD ETF 46138E511 959 72882 SH SOLE 0 0 72882 PIMCO ETF TR INTER MUN BD ACT 72201R866 218 4000 SH SOLE 0 0 4000 ALPS ETF TR ALERIAN MLP 00162Q866 79 22957 SH SOLE 0 0 22957 FACEBOOK INC CL A 30303M102 271 1623 SH SOLE 0 0 1623 DIREXION SHS ETF TR BRZ BL 3X SH NEW 25490K315 15 10000 SH SOLE 0 0 10000 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 220 3509 SH SOLE 0 0 3509 ALPHABET INC CAP STK CL C 02079K107 495 426 SH SOLE 0 0 426 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 352 1808 SH SOLE 0 0 1808 NUTANIX INC CL A 67059N108 709 44894 SH SOLE 0 0 44894 UBER TECHNOLOGIES INC COM 90353T100 839 30050 SH SOLE 0 0 30050