0001802224-21-000006.txt : 20210812
0001802224-21-000006.hdr.sgml : 20210812
20210812160510
ACCESSION NUMBER: 0001802224-21-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210812
DATE AS OF CHANGE: 20210812
EFFECTIVENESS DATE: 20210812
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: 211167456
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
06-30-2021
06-30-2021
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
08-12-2021
0
101
169699
false
INFORMATION TABLE
2
jsf13fq22021.xml
ISHARES TR
CORE S&P500 ETF
464287200
40855
95030
SH
SOLE
0
0
95030
KRANESHARES TR
QUADRTC INT RT
500767736
25824
934962
SH
SOLE
0
0
934962
ISHARES TR
RUS MID CAP ETF
464287499
20343
256728
SH
SOLE
0
0
256728
APPLE INC
COM
037833100
9261
67619
SH
SOLE
0
0
67619
INVESCO QQQ TR
UNIT SER 1
46090E103
6740
19016
SH
SOLE
0
0
19016
MICROSOFT CORP
COM
594918104
3883
14335
SH
SOLE
0
0
14335
ISHARES TR
RUS 1000 GRW ETF
464287614
3830
14106
SH
SOLE
0
0
14106
AMAZON COM INC
COM
023135106
2819
820
SH
SOLE
0
0
820
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
2531
49572
SH
SOLE
0
0
49572
DISNEY WALT CO
COM
254687106
2509
14272
SH
SOLE
0
0
14272
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
2210
43552
SH
SOLE
0
0
43552
ALPHABET INC
CAP STK CL A
02079K305
2107
863
SH
SOLE
0
0
863
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1947
7007
SH
SOLE
0
0
7007
ISHARES TR
RUSSELL 2000 ETF
464287655
1932
8422
SH
SOLE
0
0
8422
NUTANIX INC
CL A
67059N108
1808
47309
SH
SOLE
0
0
47309
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1667
3894
SH
SOLE
0
0
3894
ISHARES TR
MSCI EAFE ETF
464287465
1601
20296
SH
SOLE
0
0
20296
ISHARES TR
CORE S&P SCP ETF
464287804
1592
14089
SH
SOLE
0
0
14089
JPMORGAN CHASE & CO
COM
46625H100
1482
9528
SH
SOLE
0
0
9528
ISHARES TR
CORE S&P TTL STK
464287150
1382
13993
SH
SOLE
0
0
13993
ISHARES TR
CORE S&P MCP ETF
464287507
1060
3946
SH
SOLE
0
0
3946
ALPHABET INC
CAP STK CL C
02079K107
905
361
SH
SOLE
0
0
361
AT&T INC
COM
00206R102
884
30732
SH
SOLE
0
0
30732
PROCTER AND GAMBLE CO
COM
742718109
874
6477
SH
SOLE
0
0
6477
JOHNSON & JOHNSON
COM
478160104
868
5271
SH
SOLE
0
0
5271
VISA INC
COM CL A
92826C839
794
3395
SH
SOLE
0
0
3395
ADOBE SYSTEMS INCORPORATED
COM
00724F101
769
1313
SH
SOLE
0
0
1313
ISHARES TR
RUS 1000 VAL ETF
464287598
741
4674
SH
SOLE
0
0
4674
MSCI INC
COM
55354G100
736
1380
SH
SOLE
0
0
1380
FACEBOOK INC
CL A
30303M102
717
2061
SH
SOLE
0
0
2061
HOME DEPOT INC
COM
437076102
712
2234
SH
SOLE
0
0
2234
UNITEDHEALTH GROUP INC
COM
91324P102
695
1736
SH
SOLE
0
0
1736
ISHARES TR
CORE US AGGBD ET
464287226
682
5913
SH
SOLE
0
0
5913
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
662
43202
SH
SOLE
0
0
43202
LILLY ELI & CO
COM
532457108
599
2608
SH
SOLE
0
0
2608
ISHARES TR
MSCI EMG MKT ETF
464287234
593
10744
SH
SOLE
0
0
10744
PFIZER INC
COM
717081103
578
14764
SH
SOLE
0
0
14764
VERIZON COMMUNICATIONS INC
COM
92343V104
572
10214
SH
SOLE
0
0
10214
COSTCO WHSL CORP NEW
COM
22160K105
534
1350
SH
SOLE
0
0
1350
WISDOMTREE TR
CHINADIV EX FI
97717X719
520
7721
SH
SOLE
0
0
7721
ISHARES TR
S&P 500 VAL ETF
464287408
516
3498
SH
SOLE
0
0
3498
ISHARES TR
S&P SML 600 GWT
464287887
484
3646
SH
SOLE
0
0
3646
DANAHER CORPORATION
COM
235851102
472
1757
SH
SOLE
0
0
1757
CLOROX CO DEL
COM
189054109
463
2572
SH
SOLE
0
0
2572
NETFLIX INC
COM
64110L106
445
842
SH
SOLE
0
0
842
BOEING CO
COM
097023105
444
1851
SH
SOLE
0
0
1851
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
419
1
SH
SOLE
0
0
1
ARK ETF TR
INNOVATION ETF
00214Q104
411
3141
SH
SOLE
0
0
3141
SELECT SECTOR SPDR TR
ENERGY
81369Y506
409
7584
SH
SOLE
0
0
7584
CISCO SYS INC
COM
17275R102
402
7578
SH
SOLE
0
0
7578
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
385
3272
SH
SOLE
0
0
3272
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
374
1649
SH
SOLE
0
0
1649
GOLDMAN SACHS GROUP INC
COM
38141G104
371
977
SH
SOLE
0
0
977
MCDONALDS CORP
COM
580135101
362
1569
SH
SOLE
0
0
1569
MICRON TECHNOLOGY INC
COM
595112103
360
4240
SH
SOLE
0
0
4240
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
360
2389
SH
SOLE
0
0
2389
INTEL CORP
COM
458140100
359
6393
SH
SOLE
0
0
6393
MOTOROLA SOLUTIONS INC
COM NEW
620076307
357
1646
SH
SOLE
0
0
1646
NIKE INC
CL B
654106103
349
2258
SH
SOLE
0
0
2258
VEEVA SYS INC
CL A COM
922475108
347
1116
SH
SOLE
0
0
1116
T-MOBILE US INC
COM
872590104
341
2354
SH
SOLE
0
0
2354
INTUIT
COM
461202103
336
686
SH
SOLE
0
0
686
CHEVRON CORP NEW
COM
166764100
331
3157
SH
SOLE
0
0
3157
GENERAC HLDGS INC
COM
368736104
329
793
SH
SOLE
0
0
793
PALANTIR TECHNOLOGIES INC
CL A
69608A108
329
12480
SH
SOLE
0
0
12480
TARGET CORP
COM
87612E106
327
1351
SH
SOLE
0
0
1351
IDEXX LABS INC
COM
45168D104
321
509
SH
SOLE
0
0
509
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
319
650
SH
SOLE
0
0
650
RESMED INC
COM
761152107
308
1248
SH
SOLE
0
0
1248
WALMART INC
COM
931142103
307
2175
SH
SOLE
0
0
2175
NEXTERA ENERGY INC
COM
65339F101
297
4054
SH
SOLE
0
0
4054
GARMIN LTD
SHS
H2906T109
297
2056
SH
SOLE
0
0
2056
SALESFORCE COM INC
COM
79466L302
293
1199
SH
SOLE
0
0
1199
COLGATE PALMOLIVE CO
COM
194162103
284
3493
SH
SOLE
0
0
3493
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
284
3328
SH
SOLE
0
0
3328
VERISIGN INC
COM
92343E102
284
1249
SH
SOLE
0
0
1249
ISHARES TR
S&P 500 GRWT ETF
464287309
280
3847
SH
SOLE
0
0
3847
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
278
7581
SH
SOLE
0
0
7581
NEWMONT CORP
COM
651639106
276
4349
SH
SOLE
0
0
4349
PROGRESSIVE CORP
COM
743315103
271
2760
SH
SOLE
0
0
2760
REPUBLIC SVCS INC
COM
760759100
271
2465
SH
SOLE
0
0
2465
CHARTER COMMUNICATIONS INC N
CL A
16119P108
271
376
SH
SOLE
0
0
376
AMERICAN WTR WKS CO INC NEW
COM
030420103
263
1704
SH
SOLE
0
0
1704
PEPSICO INC
COM
713448108
259
1750
SH
SOLE
0
0
1750
DIGITAL RLTY TR INC
COM
253868103
253
1680
SH
SOLE
0
0
1680
MCCORMICK & CO INC
COM NON VTG
579780206
244
2765
SH
SOLE
0
0
2765
STARBUCKS CORP
COM
855244109
243
2174
SH
SOLE
0
0
2174
EXXON MOBIL CORP
COM
30231G102
233
3687
SH
SOLE
0
0
3687
VERISK ANALYTICS INC
COM
92345Y106
233
1333
SH
SOLE
0
0
1333
PIMCO ETF TR
INTER MUN BD ACT
72201R866
227
4000
SH
SOLE
0
0
4000
BALL CORP
COM
058498106
225
2771
SH
SOLE
0
0
2771
TESLA INC
COM
88160R101
220
324
SH
SOLE
0
0
324
ISHARES TR
ISHS 1-5YR INVS
464288646
219
4000
SH
SOLE
0
0
4000
VANECK VECTORS ETF TR
INTRMDT MUNI ETF
92189H201
210
4050
SH
SOLE
0
0
4050
NVIDIA CORPORATION
COM
67066G104
209
261
SH
SOLE
0
0
261
AMGEN INC
COM
031162100
204
837
SH
SOLE
0
0
837
MARKETAXESS HLDGS INC
COM
57060D108
204
439
SH
SOLE
0
0
439
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
202
1302
SH
SOLE
0
0
1302
BK OF AMERICA CORP
COM
060505104
201
4871
SH
SOLE
0
0
4871
PIMCO CALIF MUN INCOME FD II
COM
72200M108
173
18000
SH
SOLE
0
0
18000
SIRIUS XM HOLDINGS INC
COM
82968B103
136
20854
SH
SOLE
0
0
20854