0001802224-22-000004.txt : 20220512
0001802224-22-000004.hdr.sgml : 20220512
20220511183232
ACCESSION NUMBER: 0001802224-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220512
DATE AS OF CHANGE: 20220511
EFFECTIVENESS DATE: 20220512
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: 22915128
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
03-31-2022
03-31-2022
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
05-11-2022
0
113
234993
false
INFORMATION TABLE
2
jsf13fq12022.xml
ABBVIE INC
COM
00287Y109
553
3414
SH
SOLE
0
0
3414
ADOBE SYSTEMS INCORPORATED
COM
00724F101
255
559
SH
SOLE
0
0
559
ALPHABET INC
CAP STK CL A
02079K305
2979
1071
SH
SOLE
0
0
1071
ALPHABET INC
CAP STK CL C
02079K107
1005
360
SH
SOLE
0
0
360
AMAZON COM INC
COM
023135106
3024
928
SH
SOLE
0
0
928
AMGEN INC
COM
031162100
225
929
SH
SOLE
0
0
929
APPLE INC
COM
037833100
12369
70837
SH
SOLE
0
0
70837
AT&T INC
COM
00206R102
586
24791
SH
SOLE
0
0
24791
BERKLEY W R CORP
COM
084423102
567
8515
SH
SOLE
0
0
8515
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2611
7398
SH
SOLE
0
0
7398
BK OF AMERICA CORP
COM
060505104
218
5280
SH
SOLE
0
0
5280
BOEING CO
COM
097023105
270
1408
SH
SOLE
0
0
1408
BROWN & BROWN INC
COM
115236101
570
7881
SH
SOLE
0
0
7881
CATERPILLAR INC
COM
149123101
207
928
SH
SOLE
0
0
928
CHEVRON CORP NEW
COM
166764100
453
2780
SH
SOLE
0
0
2780
CHURCH & DWIGHT CO INC
COM
171340102
494
4974
SH
SOLE
0
0
4974
CINCINNATI FINL CORP
COM
172062101
519
3819
SH
SOLE
0
0
3819
CISCO SYS INC
COM
17275R102
400
7174
SH
SOLE
0
0
7174
COLGATE PALMOLIVE CO
COM
194162103
245
3230
SH
SOLE
0
0
3230
COSTCO WHSL CORP NEW
COM
22160K105
783
1360
SH
SOLE
0
0
1360
DEERE & CO
COM
244199105
903
2173
SH
SOLE
0
0
2173
DISNEY WALT CO
COM
254687106
3064
22336
SH
SOLE
0
0
22336
DOUBLEVERIFY HLDGS INC
COM
25862V105
2161
85841
SH
SOLE
0
0
85841
EXXON MOBIL CORP
COM
30231G102
298
3609
SH
SOLE
0
0
3609
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
912
7406
SH
SOLE
0
0
7406
FMC CORP
COM NEW
302491303
532
4041
SH
SOLE
0
0
4041
GOLDMAN SACHS GROUP INC
COM
38141G104
307
931
SH
SOLE
0
0
931
HENRY JACK & ASSOC INC
COM
426281101
496
2519
SH
SOLE
0
0
2519
HERSHEY CO
COM
427866108
593
2735
SH
SOLE
0
0
2735
HOME DEPOT INC
COM
437076102
636
2125
SH
SOLE
0
0
2125
INTEL CORP
COM
458140100
262
5291
SH
SOLE
0
0
5291
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
404
2560
SH
SOLE
0
0
2560
INVESCO QQQ TR
UNIT SER 1
46090E103
8538
23550
SH
SOLE
0
0
23550
ISHARES INC
CORE MSCI EMKT
46434G103
1622
29198
SH
SOLE
0
0
29198
ISHARES TR
CORE MSCI EAFE
46432F842
234
3365
SH
SOLE
0
0
3365
ISHARES TR
RUS TP200 GR ETF
464289438
3023
19031
SH
SOLE
0
0
19031
ISHARES TR
0-5 YR TIPS ETF
46429B747
8880
84619
SH
SOLE
0
0
84619
ISHARES TR
CORE HIGH DV ETF
46429B663
235
2195
SH
SOLE
0
0
2195
ISHARES TR
EAFE GRWTH ETF
464288885
655
6799
SH
SOLE
0
0
6799
ISHARES TR
MSCI USA ESG SLC
464288802
283
2927
SH
SOLE
0
0
2927
ISHARES TR
CORE S&P TTL STK
464287150
1489
14754
SH
SOLE
0
0
14754
ISHARES TR
ESG AW MSCI EAFE
46435G516
240
3256
SH
SOLE
0
0
3256
ISHARES TR
CORE S&P MCP ETF
464287507
7630
28433
SH
SOLE
0
0
28433
ISHARES TR
S&P MC 400VL ETF
464287705
11496
104856
SH
SOLE
0
0
104856
ISHARES TR
S&P MC 400GR ETF
464287606
10538
136382
SH
SOLE
0
0
136382
ISHARES TR
CORE S&P SCP ETF
464287804
4339
40221
SH
SOLE
0
0
40221
ISHARES TR
SP SMCP600VL ETF
464287879
4839
47261
SH
SOLE
0
0
47261
ISHARES TR
S&P SML 600 GWT
464287887
1056
8445
SH
SOLE
0
0
8445
ISHARES TR
S&P 500 VAL ETF
464287408
1966
12626
SH
SOLE
0
0
12626
ISHARES TR
CORE S&P500 ETF
464287200
54335
119762
SH
SOLE
0
0
119762
ISHARES TR
S&P 500 GRWT ETF
464287309
294
3847
SH
SOLE
0
0
3847
ISHARES TR
RUS 1000 VAL ETF
464287598
740
4460
SH
SOLE
0
0
4460
ISHARES TR
RUS 1000 GRW ETF
464287614
3558
12816
SH
SOLE
0
0
12816
ISHARES TR
RUSSELL 2000 ETF
464287655
1551
7557
SH
SOLE
0
0
7557
ISHARES TR
RUS MID CAP ETF
464287499
7777
99657
SH
SOLE
0
0
99657
ISHARES TR
MSCI EAFE ETF
464287465
13164
178855
SH
SOLE
0
0
178855
ISHARES TR
MSCI EMG MKT ETF
464287234
4194
92885
SH
SOLE
0
0
92885
ISHARES TR
CORE US AGGBD ET
464287226
687
6411
SH
SOLE
0
0
6411
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
1438
28600
SH
SOLE
0
0
28600
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
3918
77378
SH
SOLE
0
0
77378
J P MORGAN EXCHANGE-TRADED F
EQUITY PREMIUM
46641Q332
1087
17710
SH
SOLE
0
0
17710
JOHNSON & JOHNSON
COM
478160104
936
5280
SH
SOLE
0
0
5280
JPMORGAN CHASE & CO
COM
46625H100
1409
10333
SH
SOLE
0
0
10333
LILLY ELI & CO
COM
532457108
875
3055
SH
SOLE
0
0
3055
MCDONALDS CORP
COM
580135101
631
2551
SH
SOLE
0
0
2551
MERCK & CO INC
COM
58933Y105
345
4209
SH
SOLE
0
0
4209
META PLATFORMS INC
CL A
30303M102
389
1750
SH
SOLE
0
0
1750
MICRON TECHNOLOGY INC
COM
595112103
274
3517
SH
SOLE
0
0
3517
MICROSOFT CORP
COM
594918104
4646
15069
SH
SOLE
0
0
15069
MIND MEDICINE MINDMED INC
COM SUB VTG
60255C109
20
18215
SH
SOLE
0
0
18215
MOLINA HEALTHCARE INC
COM
60855R100
498
1494
SH
SOLE
0
0
1494
MSCI INC
COM
55354G100
394
783
SH
SOLE
0
0
783
NANTHEALTH INC
COM
630104107
8
10000
SH
SOLE
0
0
10000
NIKE INC
CL B
654106103
318
2362
SH
SOLE
0
0
2362
NUTANIX INC
CL A
67059N108
561
20918
SH
SOLE
0
0
20918
NVIDIA CORPORATION
COM
67066G104
312
1143
SH
SOLE
0
0
1143
ORACLE CORP
COM
68389X105
215
2595
SH
SOLE
0
0
2595
PACKAGING CORP AMER
COM
695156109
483
3093
SH
SOLE
0
0
3093
PALANTIR TECHNOLOGIES INC
CL A
69608A108
186
13543
SH
SOLE
0
0
13543
PARAMOUNT GLOBAL
CLASS B COM
92556H206
349
9221
SH
SOLE
0
0
9221
PAYCHEX INC
COM
704326107
543
3981
SH
SOLE
0
0
3981
PEPSICO INC
COM
713448108
310
1854
SH
SOLE
0
0
1854
PFIZER INC
COM
717081103
742
14336
SH
SOLE
0
0
14336
PIMCO ETF TR
INTER MUN BD ACT
72201R866
212
4000
SH
SOLE
0
0
4000
PROCTER AND GAMBLE CO
COM
742718109
1507
9862
SH
SOLE
0
0
9862
PUBLIC STORAGE
COM
74460D109
649
1663
SH
SOLE
0
0
1663
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
279
2820
SH
SOLE
0
0
2820
REGENERON PHARMACEUTICALS
COM
75886F107
207
296
SH
SOLE
0
0
296
SALESFORCE COM INC
COM
79466L302
238
1123
SH
SOLE
0
0
1123
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
460
6693
SH
SOLE
0
0
6693
SELECT SECTOR SPDR TR
ENERGY
81369Y506
869
11369
SH
SOLE
0
0
11369
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
5411
141211
SH
SOLE
0
0
141211
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1519
9558
SH
SOLE
0
0
9558
SIRIUS XM HOLDINGS INC
COM
82968B103
99
15000
SH
SOLE
0
0
15000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2103
4656
SH
SOLE
0
0
4656
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
322
656
SH
SOLE
0
0
656
STERIS PLC
SHS USD
G8473T100
490
2027
SH
SOLE
0
0
2027
TARGET CORP
COM
87612E106
273
1288
SH
SOLE
0
0
1288
TESLA INC
COM
88160R101
450
418
SH
SOLE
0
0
418
TEXAS INSTRS INC
COM
882508104
540
2945
SH
SOLE
0
0
2945
TRACTOR SUPPLY CO
COM
892356106
443
1897
SH
SOLE
0
0
1897
UNITEDHEALTH GROUP INC
COM
91324P102
1428
2801
SH
SOLE
0
0
2801
VANGUARD INDEX FDS
VALUE ETF
922908744
222
1503
SH
SOLE
0
0
1503
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
236
1035
SH
SOLE
0
0
1035
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
429
2647
SH
SOLE
0
0
2647
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
227
2119
SH
SOLE
0
0
2119
VANGUARD WORLD FDS
INF TECH ETF
92204A702
243
583
SH
SOLE
0
0
583
VERIZON COMMUNICATIONS INC
COM
92343V104
260
5099
SH
SOLE
0
0
5099
VISA INC
COM CL A
92826C839
811
3657
SH
SOLE
0
0
3657
WASTE MGMT INC DEL
COM
94106L109
530
3345
SH
SOLE
0
0
3345
WEC ENERGY GROUP INC
COM
92939U106
669
6703
SH
SOLE
0
0
6703
WP CAREY INC
COM
92936U109
202
2498
SH
SOLE
0
0
2498
XCEL ENERGY INC
COM
98389B100
514
7122
SH
SOLE
0
0
7122