0001802224-20-000007.txt : 20200731 0001802224-20-000007.hdr.sgml : 20200731 20200731142730 ACCESSION NUMBER: 0001802224-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200731 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: 201065384 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 06-30-2020 06-30-2020 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 07-31-2020 0 63 115568 false INFORMATION TABLE 2 jsf13fq22020.xml ISHARES TR CORE S&P MCP ETF 464287507 1187 6677 SH SOLE 0 0 6677 ISHARES TR CORE S&P SCP ETF 464287804 881 12901 SH SOLE 0 0 12901 ISHARES TR S&P SML 600 GWT 464287887 377 2219 SH SOLE 0 0 2219 ISHARES TR S&P 500 VAL ETF 464287408 500 4616 SH SOLE 0 0 4616 ISHARES TR CORE S&P500 ETF 464287200 31014 100145 SH SOLE 0 0 100145 ISHARES TR S&P 500 GRWT ETF 464287309 553 2667 SH SOLE 0 0 2667 ISHARES TR RUS 1000 VAL ETF 464287598 406 3601 SH SOLE 0 0 3601 ISHARES TR RUS 1000 GRW ETF 464287614 17487 91102 SH SOLE 0 0 91102 ISHARES TR RUSSELL 2000 ETF 464287655 1277 8921 SH SOLE 0 0 8921 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 214 660 SH SOLE 0 0 660 SPDR S&P 500 ETF TR TR UNIT 78462F103 1277 4142 SH SOLE 0 0 4142 AMAZON COM INC COM 023135106 2094 759 SH SOLE 0 0 759 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1322 7406 SH SOLE 0 0 7406 BOEING CO COM 097023105 454 2476 SH SOLE 0 0 2476 INVESCO QQQ TR UNIT SER 1 46090E103 5485 22151 SH SOLE 0 0 22151 AMGEN INC COM 031162100 228 967 SH SOLE 0 0 967 INTEL CORP COM 458140100 389 6498 SH SOLE 0 0 6498 ORACLE CORP COM 68389X105 260 4710 SH SOLE 0 0 4710 DISNEY WALT CO COM DISNEY 254687106 1271 11399 SH SOLE 0 0 11399 JOHNSON & JOHNSON COM 478160104 679 4825 SH SOLE 0 0 4825 PFIZER INC COM 717081103 390 11922 SH SOLE 0 0 11922 ISHARES TR MSCI EAFE ETF 464287465 1456 23919 SH SOLE 0 0 23919 CHEVRON CORP NEW COM 166764100 465 5206 SH SOLE 0 0 5206 MICROSOFT CORP COM 594918104 2906 14279 SH SOLE 0 0 14279 AT&T INC COM 00206R102 1096 36248 SH SOLE 0 0 36248 CISCO SYS INC COM 17275R102 500 10716 SH SOLE 0 0 10716 PEPSICO INC COM 713448108 214 1621 SH SOLE 0 0 1621 VERIZON COMMUNICATIONS INC COM 92343V104 525 9531 SH SOLE 0 0 9531 ISHARES TR RUS MID CAP ETF 464287499 18179 339166 SH SOLE 0 0 339166 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 203 8757 SH SOLE 0 0 8757 EXXON MOBIL CORP COM 30231G102 256 5727 SH SOLE 0 0 5727 LILLY ELI & CO COM 532457108 340 2069 SH SOLE 0 0 2069 DANAHER CORPORATION COM 235851102 264 1491 SH SOLE 0 0 1491 MERCK & CO. INC COM 58933Y105 246 3183 SH SOLE 0 0 3183 PROCTER AND GAMBLE CO COM 742718109 762 6373 SH SOLE 0 0 6373 HOME DEPOT INC COM 437076102 540 2156 SH SOLE 0 0 2156 JPMORGAN CHASE & CO COM 46625H100 864 9186 SH SOLE 0 0 9186 SIRIUS XM HOLDINGS INC COM 82968B103 145 24774 SH SOLE 0 0 24774 UNITEDHEALTH GROUP INC COM 91324P102 552 1870 SH SOLE 0 0 1870 APPLE INC COM 037833100 7287 19976 SH SOLE 0 0 19976 ISHARES TR MSCI EMG MKT ETF 464287234 512 12813 SH SOLE 0 0 12813 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 243 2389 SH SOLE 0 0 2389 NETFLIX INC COM 64110L106 286 629 SH SOLE 0 0 629 ISHARES TR CORE US AGGBD ET 464287226 599 5068 SH SOLE 0 0 5068 ISHARES TR SELECT DIVID ETF 464287168 695 8611 SH SOLE 0 0 8611 ALPHABET INC CAP STK CL A 02079K305 1249 881 SH SOLE 0 0 881 SALESFORCE COM INC COM 79466L302 252 1343 SH SOLE 0 0 1343 PIMCO CALIF MUN INCOME FD II COM 72200M108 162 18381 SH SOLE 0 0 18381 ISHARES TR CORE S&P TTL STK 464287150 1365 19663 SH SOLE 0 0 19663 ISHARES TR SH TR CRPORT ETF 464288646 239 4360 SH SOLE 0 0 4360 MSCI INC COM 55354G100 361 1081 SH SOLE 0 0 1081 VISA INC COM CL A 92826C839 610 3160 SH SOLE 0 0 3160 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 206 4050 SH SOLE 0 0 4050 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 493 34934 SH SOLE 0 0 34934 PIMCO ETF TR INTER MUN BD ACT 72201R866 223 4000 SH SOLE 0 0 4000 FACEBOOK INC CL A 30303M102 366 1613 SH SOLE 0 0 1613 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 289 3509 SH SOLE 0 0 3509 ALPHABET INC CAP STK CL C 02079K107 602 426 SH SOLE 0 0 426 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 371 1719 SH SOLE 0 0 1719 CHARTER COMMUNICATIONS INC N CL A 16119P108 217 425 SH SOLE 0 0 425 NUTANIX INC CL A 67059N108 1064 44894 SH SOLE 0 0 44894 SPOTIFY TECHNOLOGY S A SHS L8681T102 307 1190 SH SOLE 0 0 1190 UBER TECHNOLOGIES INC COM 90353T100 312 10050 SH SOLE 0 0 10050