0001802224-22-000002.txt : 20220210
0001802224-22-000002.hdr.sgml : 20220210
20220209173351
ACCESSION NUMBER: 0001802224-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220210
DATE AS OF CHANGE: 20220209
EFFECTIVENESS DATE: 20220210
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: 22608483
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
12-31-2021
12-31-2021
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
02-09-2022
0
113
205540
false
INFORMATION TABLE
2
jsf13fq42021.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
373
658
SH
SOLE
0
0
658
ALPHABET INC
CAP STK CL A
02079K305
2969
1025
SH
SOLE
0
0
1025
ALPHABET INC
CAP STK CL C
02079K107
1039
359
SH
SOLE
0
0
359
AMAZON COM INC
COM
023135106
3019
906
SH
SOLE
0
0
906
AMERICAN WTR WKS CO INC NEW
COM
030420103
405
2146
SH
SOLE
0
0
2146
APPLE INC
COM
037833100
12294
69235
SH
SOLE
0
0
69235
AT&T INC
COM
00206R102
602
24474
SH
SOLE
0
0
24474
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2161
7227
SH
SOLE
0
0
7227
BK OF AMERICA CORP
COM
060505104
224
5034
SH
SOLE
0
0
5034
BLACKSTONE INC
COM
09260D107
201
1556
SH
SOLE
0
0
1556
BOEING CO
COM
097023105
280
1388
SH
SOLE
0
0
1388
BROADCOM INC
COM
11135F101
488
734
SH
SOLE
0
0
734
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
361
1975
SH
SOLE
0
0
1975
BROWN & BROWN INC
COM
115236101
443
6306
SH
SOLE
0
0
6306
CHARTER COMMUNICATIONS INC N
CL A
16119P108
234
359
SH
SOLE
0
0
359
CHEVRON CORP NEW
COM
166764100
337
2871
SH
SOLE
0
0
2871
CISCO SYS INC
COM
17275R102
474
7479
SH
SOLE
0
0
7479
COLGATE PALMOLIVE CO
COM
194162103
286
3357
SH
SOLE
0
0
3357
COSTCO WHSL CORP NEW
COM
22160K105
1205
2122
SH
SOLE
0
0
2122
DANAHER CORPORATION
COM
235851102
536
1629
SH
SOLE
0
0
1629
DEERE & CO
COM
244199105
203
592
SH
SOLE
0
0
592
DISNEY WALT CO
COM
254687106
3433
22164
SH
SOLE
0
0
22164
DOUBLEVERIFY HLDGS INC
COM
25862V105
944
28370
SH
SOLE
0
0
28370
DUKE REALTY CORP
COM NEW
264411505
457
6961
SH
SOLE
0
0
6961
EQUIFAX INC
COM
294429105
205
699
SH
SOLE
0
0
699
EXXON MOBIL CORP
COM
30231G102
203
3325
SH
SOLE
0
0
3325
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
552
4073
SH
SOLE
0
0
4073
GOLDMAN SACHS GROUP INC
COM
38141G104
307
802
SH
SOLE
0
0
802
HERSHEY CO
COM
427866108
415
2144
SH
SOLE
0
0
2144
HOME DEPOT INC
COM
437076102
1293
3117
SH
SOLE
0
0
3117
INTEL CORP
COM
458140100
270
5248
SH
SOLE
0
0
5248
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
414
3026
SH
SOLE
0
0
3026
INTUIT
COM
461202103
434
675
SH
SOLE
0
0
675
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
181
12050
SH
SOLE
0
0
12050
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
389
2389
SH
SOLE
0
0
2389
INVESCO QQQ TR
UNIT SER 1
46090E103
8085
20321
SH
SOLE
0
0
20321
ISHARES INC
CORE MSCI EMKT
46434G103
229
3822
SH
SOLE
0
0
3822
ISHARES TR
CORE MSCI TOTAL
46432F834
276
3896
SH
SOLE
0
0
3896
ISHARES TR
RUS TP200 GR ETF
464289438
434
2501
SH
SOLE
0
0
2501
ISHARES TR
0-5 YR TIPS ETF
46429B747
12307
116232
SH
SOLE
0
0
116232
ISHARES TR
CHINA LG-CAP ETF
464287184
307
8399
SH
SOLE
0
0
8399
ISHARES TR
EAFE GRWTH ETF
464288885
1790
16232
SH
SOLE
0
0
16232
ISHARES TR
ISHS 1-5YR INVS
464288646
216
4000
SH
SOLE
0
0
4000
ISHARES TR
CORE S&P TTL STK
464287150
1481
13845
SH
SOLE
0
0
13845
ISHARES TR
RUS 2000 GRW ETF
464287648
1290
4401
SH
SOLE
0
0
4401
ISHARES TR
CORE S&P MCP ETF
464287507
1182
4175
SH
SOLE
0
0
4175
ISHARES TR
CORE S&P SCP ETF
464287804
1788
15613
SH
SOLE
0
0
15613
ISHARES TR
S&P SML 600 GWT
464287887
552
3980
SH
SOLE
0
0
3980
ISHARES TR
S&P 500 VAL ETF
464287408
648
4138
SH
SOLE
0
0
4138
ISHARES TR
CORE S&P500 ETF
464287200
46957
98444
SH
SOLE
0
0
98444
ISHARES TR
S&P 500 GRWT ETF
464287309
322
3847
SH
SOLE
0
0
3847
ISHARES TR
RUS 1000 VAL ETF
464287598
879
5232
SH
SOLE
0
0
5232
ISHARES TR
RUS 1000 GRW ETF
464287614
4841
15843
SH
SOLE
0
0
15843
ISHARES TR
RUSSELL 2000 ETF
464287655
17539
78844
SH
SOLE
0
0
78844
ISHARES TR
U.S. REAL ES ETF
464287739
216
1856
SH
SOLE
0
0
1856
ISHARES TR
RUS MID CAP ETF
464287499
29087
350399
SH
SOLE
0
0
350399
ISHARES TR
MSCI EAFE ETF
464287465
1500
19064
SH
SOLE
0
0
19064
ISHARES TR
MSCI EMG MKT ETF
464287234
1682
34431
SH
SOLE
0
0
34431
ISHARES TR
CORE US AGGBD ET
464287226
1014
8888
SH
SOLE
0
0
8888
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
706
13978
SH
SOLE
0
0
13978
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
3040
59531
SH
SOLE
0
0
59531
J P MORGAN EXCHANGE-TRADED F
EQUITY PREMIUM
46641Q332
267
4230
SH
SOLE
0
0
4230
JOHNSON & JOHNSON
COM
478160104
902
5275
SH
SOLE
0
0
5275
JPMORGAN CHASE & CO
COM
46625H100
1565
9884
SH
SOLE
0
0
9884
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
324
1567
SH
SOLE
0
0
1567
LAM RESEARCH CORP
COM
512807108
214
298
SH
SOLE
0
0
298
LILLY ELI & CO
COM
532457108
792
2866
SH
SOLE
0
0
2866
MARTIN MARIETTA MATLS INC
COM
573284106
426
967
SH
SOLE
0
0
967
MASIMO CORP
COM
574795100
372
1272
SH
SOLE
0
0
1272
MCDONALDS CORP
COM
580135101
545
2032
SH
SOLE
0
0
2032
MERCK & CO INC
COM
58933Y105
328
4281
SH
SOLE
0
0
4281
META PLATFORMS INC
CL A
30303M102
613
1823
SH
SOLE
0
0
1823
MICRON TECHNOLOGY INC
COM
595112103
332
3562
SH
SOLE
0
0
3562
MICROSOFT CORP
COM
594918104
4853
14430
SH
SOLE
0
0
14430
MOTOROLA SOLUTIONS INC
COM NEW
620076307
483
1778
SH
SOLE
0
0
1778
MSCI INC
COM
55354G100
854
1393
SH
SOLE
0
0
1393
NANTHEALTH INC
COM
630104107
11
10000
SH
SOLE
0
0
10000
NETFLIX INC
COM
64110L106
527
874
SH
SOLE
0
0
874
NEXTERA ENERGY INC
COM
65339F101
511
5470
SH
SOLE
0
0
5470
NIKE INC
CL B
654106103
400
2397
SH
SOLE
0
0
2397
NUTANIX INC
CL A
67059N108
895
28089
SH
SOLE
0
0
28089
NVIDIA CORPORATION
COM
67066G104
261
886
SH
SOLE
0
0
886
ORACLE CORP
COM
68389X105
230
2638
SH
SOLE
0
0
2638
PAYCHEX INC
COM
704326107
484
3547
SH
SOLE
0
0
3547
PEPSICO INC
COM
713448108
321
1846
SH
SOLE
0
0
1846
PFIZER INC
COM
717081103
835
14133
SH
SOLE
0
0
14133
PIMCO CALIF MUN INCOME FD II
COM
72200M108
168
18000
SH
SOLE
0
0
18000
PIMCO ETF TR
INTER MUN BD ACT
72201R866
225
4000
SH
SOLE
0
0
4000
PROCTER AND GAMBLE CO
COM
742718109
1484
9075
SH
SOLE
0
0
9075
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
233
2705
SH
SOLE
0
0
2705
REPUBLIC SVCS INC
COM
760759100
427
3065
SH
SOLE
0
0
3065
SALESFORCE COM INC
COM
79466L302
284
1117
SH
SOLE
0
0
1117
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
332
4277
SH
SOLE
0
0
4277
SELECT SECTOR SPDR TR
ENERGY
81369Y506
539
9712
SH
SOLE
0
0
9712
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
405
10378
SH
SOLE
0
0
10378
SIRIUS XM HOLDINGS INC
COM
82968B103
95
15000
SH
SOLE
0
0
15000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1883
3964
SH
SOLE
0
0
3964
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
336
650
SH
SOLE
0
0
650
STARBUCKS CORP
COM
855244109
249
2129
SH
SOLE
0
0
2129
TARGET CORP
COM
87612E106
296
1278
SH
SOLE
0
0
1278
TESLA INC
COM
88160R101
322
305
SH
SOLE
0
0
305
THERMO FISHER SCIENTIFIC INC
COM
883556102
465
697
SH
SOLE
0
0
697
UNITEDHEALTH GROUP INC
COM
91324P102
924
1841
SH
SOLE
0
0
1841
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
208
4050
SH
SOLE
0
0
4050
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
238
984
SH
SOLE
0
0
984
VANGUARD INDEX FDS
VALUE ETF
922908744
207
1407
SH
SOLE
0
0
1407
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
456
2656
SH
SOLE
0
0
2656
VANGUARD WORLD FDS
INF TECH ETF
92204A702
227
495
SH
SOLE
0
0
495
VERISK ANALYTICS INC
COM
92345Y106
413
1804
SH
SOLE
0
0
1804
VERIZON COMMUNICATIONS INC
COM
92343V104
269
5171
SH
SOLE
0
0
5171
VISA INC
COM CL A
92826C839
788
3637
SH
SOLE
0
0
3637
WP CAREY INC
COM
92936U109
205
2498
SH
SOLE
0
0
2498
ZOETIS INC
CL A
98978V103
518
2123
SH
SOLE
0
0
2123