0001802224-22-000005.txt : 20220728 0001802224-22-000005.hdr.sgml : 20220728 20220728151614 ACCESSION NUMBER: 0001802224-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220728 DATE AS OF CHANGE: 20220728 EFFECTIVENESS DATE: 20220728 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: 221114705 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 06-30-2022 06-30-2022 JSF Financial, LLC

6300 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES CA 90048

13F HOLDINGS REPORT 028-19902 N Shari Fishman 323-866-0833 Shari Fishman Los Angeles CA 07-28-2022 0 97 220725 false INFORMATION TABLE 2 jsf13fq22022.xml ISHARES TR CORE S&P500 ETF 464287200 49427 130362 SH SOLE 0 0 130362 ISHARES TR CORE MSCI EAFE 46432F842 13337 226633 SH SOLE 0 0 226633 ISHARES TR S&P MC 400GR ETF 464287606 10132 158985 SH SOLE 0 0 158985 APPLE INC COM 037833100 9731 71178 SH SOLE 0 0 71178 ISHARES TR S&P MC 400VL ETF 464287705 8451 89518 SH SOLE 0 0 89518 ISHARES TR 0-5 YR TIPS ETF 46429B747 8190 80743 SH SOLE 0 0 80743 ISHARES TR CORE S&P MCP ETF 464287507 7823 34580 SH SOLE 0 0 34580 INVESCO QQQ TR UNIT SER 1 46090E103 6590 23511 SH SOLE 0 0 23511 ISHARES TR RUS MID CAP ETF 464287499 5780 89394 SH SOLE 0 0 89394 ISHARES TR S&P 500 VAL ETF 464287408 5736 41727 SH SOLE 0 0 41727 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 5194 165142 SH SOLE 0 0 165142 ISHARES TR SP SMCP600VL ETF 464287879 5079 57050 SH SOLE 0 0 57050 ISHARES TR MSCI EMG MKT ETF 464287234 4599 114697 SH SOLE 0 0 114697 ISHARES TR RUS 1000 GRW ETF 464287614 4326 19779 SH SOLE 0 0 19779 ISHARES TR CORE S&P SCP ETF 464287804 4036 43674 SH SOLE 0 0 43674 MICROSOFT CORP COM 594918104 3989 15533 SH SOLE 0 0 15533 DOUBLEVERIFY HLDGS INC COM 25862V105 3716 163936 SH SOLE 0 0 163936 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 3476 68637 SH SOLE 0 0 68637 ISHARES TR RUS MDCP VAL ETF 464287473 2914 28690 SH SOLE 0 0 28690 ISHARES INC CORE MSCI EMKT 46434G103 2708 55204 SH SOLE 0 0 55204 ALPHABET INC CAP STK CL A 02079K305 2539 1165 SH SOLE 0 0 1165 AMAZON COM INC COM 023135106 2519 23718 SH SOLE 0 0 23718 SPDR S&P 500 ETF TR TR UNIT 78462F103 2279 6040 SH SOLE 0 0 6040 ISHARES TR RUS TP200 GR ETF 464289438 2213 17666 SH SOLE 0 0 17666 DISNEY WALT CO COM 254687106 2190 23197 SH SOLE 0 0 23197 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2137 7829 SH SOLE 0 0 7829 ISHARES TR MSCI EAFE ETF 464287465 1753 28055 SH SOLE 0 0 28055 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1639 16979 SH SOLE 0 0 16979 PROCTER AND GAMBLE CO COM 742718109 1488 10348 SH SOLE 0 0 10348 BRAZE INC COM CL A 10576N102 1436 39640 SH SOLE 0 0 39640 ISHARES TR CORE S&P TTL STK 464287150 1354 16162 SH SOLE 0 0 16162 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1242 9771 SH SOLE 0 0 9771 ISHARES TR RUSSELL 2000 ETF 464287655 1224 7227 SH SOLE 0 0 7227 JPMORGAN CHASE & CO COM 46625H100 1197 10627 SH SOLE 0 0 10627 ISHARES TR RUS TP200 VL ETF 464289420 1113 18010 SH SOLE 0 0 18010 LILLY ELI & CO COM 532457108 988 3046 SH SOLE 0 0 3046 JOHNSON & JOHNSON COM 478160104 941 5300 SH SOLE 0 0 5300 UNITEDHEALTH GROUP INC COM 91324P102 931 1812 SH SOLE 0 0 1812 MERCK & CO INC COM 58933Y105 895 9816 SH SOLE 0 0 9816 ISHARES TR CORE HIGH DV ETF 46429B663 866 8626 SH SOLE 0 0 8626 ALPHABET INC CAP STK CL C 02079K107 814 372 SH SOLE 0 0 372 AMGEN INC COM 031162100 757 3109 SH SOLE 0 0 3109 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 736 14688 SH SOLE 0 0 14688 PFIZER INC COM 717081103 728 13878 SH SOLE 0 0 13878 WEC ENERGY GROUP INC COM 92939U106 723 7188 SH SOLE 0 0 7188 VISA INC COM CL A 92826C839 721 3664 SH SOLE 0 0 3664 MCDONALDS CORP COM 580135101 673 2728 SH SOLE 0 0 2728 COSTCO WHSL CORP NEW COM 22160K105 669 1395 SH SOLE 0 0 1395 SELECT SECTOR SPDR TR ENERGY 81369Y506 647 9050 SH SOLE 0 0 9050 ISHARES TR RUS 1000 VAL ETF 464287598 641 4421 SH SOLE 0 0 4421 HERSHEY CO COM 427866108 602 2797 SH SOLE 0 0 2797 HOME DEPOT INC COM 437076102 585 2134 SH SOLE 0 0 2134 WASTE MGMT INC DEL COM 94106L109 561 3664 SH SOLE 0 0 3664 XCEL ENERGY INC COM 98389B100 555 7850 SH SOLE 0 0 7850 BERKLEY W R CORP COM 084423102 542 7937 SH SOLE 0 0 7937 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 540 9733 SH SOLE 0 0 9733 NORTHROP GRUMMAN CORP COM 666807102 536 1120 SH SOLE 0 0 1120 TEXAS INSTRS INC COM 882508104 523 3404 SH SOLE 0 0 3404 HENRY JACK & ASSOC INC COM 426281101 514 2854 SH SOLE 0 0 2854 CINCINNATI FINL CORP COM 172062101 513 4308 SH SOLE 0 0 4308 TRACTOR SUPPLY CO COM 892356106 504 2600 SH SOLE 0 0 2600 BROWN FORMAN CORP CL B 115637209 500 7128 SH SOLE 0 0 7128 ISHARES TR S&P SML 600 GWT 464287887 498 4729 SH SOLE 0 0 4729 AMERISOURCEBERGEN CORP COM 03073E105 492 3479 SH SOLE 0 0 3479 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 491 9044 SH SOLE 0 0 9044 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 489 3816 SH SOLE 0 0 3816 HP INC COM 40434L105 483 14743 SH SOLE 0 0 14743 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 481 11763 SH SOLE 0 0 11763 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 480 6519 SH SOLE 0 0 6519 AT&T INC COM 00206R102 475 22655 SH SOLE 0 0 22655 PACKAGING CORP AMER COM 695156109 471 3428 SH SOLE 0 0 3428 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 465 4589 SH SOLE 0 0 4589 PEPSICO INC COM 713448108 412 2474 SH SOLE 0 0 2474 CHEVRON CORP NEW COM 166764100 392 2707 SH SOLE 0 0 2707 MSCI INC COM 55354G100 323 783 SH SOLE 0 0 783 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 321 2389 SH SOLE 0 0 2389 EXXON MOBIL CORP COM 30231G102 311 3627 SH SOLE 0 0 3627 NUTANIX INC CL A 67059N108 306 20918 SH SOLE 0 0 20918 CISCO SYS INC COM 17275R102 303 7115 SH SOLE 0 0 7115 TESLA INC COM 88160R101 284 422 SH SOLE 0 0 422 DEERE & CO COM 244199105 279 932 SH SOLE 0 0 932 GOLDMAN SACHS GROUP INC COM 38141G104 278 935 SH SOLE 0 0 935 RAYTHEON TECHNOLOGIES CORP COM 75513E101 278 2892 SH SOLE 0 0 2892 META PLATFORMS INC CL A 30303M102 258 1602 SH SOLE 0 0 1602 NIKE INC CL B 654106103 258 2526 SH SOLE 0 0 2526 VERIZON COMMUNICATIONS INC COM 92343V104 251 4941 SH SOLE 0 0 4941 PARAMOUNT GLOBAL CLASS B COM 92556H206 224 9062 SH SOLE 0 0 9062 COLGATE PALMOLIVE CO COM 194162103 220 2740 SH SOLE 0 0 2740 NVIDIA CORPORATION COM 67066G104 212 1399 SH SOLE 0 0 1399 WP CAREY INC COM 92936U109 207 2498 SH SOLE 0 0 2498 PIMCO ETF TR INTER MUN BD ACT 72201R866 206 4000 SH SOLE 0 0 4000 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 205 2134 SH SOLE 0 0 2134 SALESFORCE INC COM 79466L302 203 1230 SH SOLE 0 0 1230 COCA COLA CO COM 191216100 201 3192 SH SOLE 0 0 3192 PALANTIR TECHNOLOGIES INC CL A 69608A108 110 12133 SH SOLE 0 0 12133 SIRIUS XM HOLDINGS INC COM 82968B103 92 15000 SH SOLE 0 0 15000 NANTHEALTH INC COM 630104107 4 10000 SH SOLE 0 0 10000