0001085146-22-000175.txt : 20220119 0001085146-22-000175.hdr.sgml : 20220119 20220118183812 ACCESSION NUMBER: 0001085146-22-000175 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Joel Isaacson & Co., LLC CENTRAL INDEX KEY: 0001599330 IRS NUMBER: 271207072 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15803 FILM NUMBER: 22536265 BUSINESS ADDRESS: STREET 1: 546 FIFTH AVENUE STREET 2: 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-302-6300 MAIL ADDRESS: STREET 1: 546 FIFTH AVENUE STREET 2: 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001599330 XXXXXXXX 12-31-2021 12-31-2021 false Joel Isaacson & Co., LLC

546 FIFTH AVENUE 22ND FLOOR NEW YORK NY 10036

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6066 SH SOLE 0 0 6066 TRAVELERS COMPANIES INC COM 89417E109 539 3443 SH SOLE 0 0 3443 TWILIO INC CL A 90138F102 788 2992 SH SOLE 0 0 2992 TWITTER INC COM 90184L102 4071 94199 SH SOLE 0 0 94199 UNILEVER PLC SPON ADR NEW 904767704 600 11156 SH SOLE 0 0 11156 UNION PAC CORP COM 907818108 1456 5777 SH SOLE 0 0 5777 UNITED PARCEL SERVICE INC CL B 911312106 457 2132 SH SOLE 0 0 2132 UNITED THERAPEUTICS CORP DEL COM 91307C102 648 3000 SH SOLE 0 0 3000 UNITEDHEALTH GROUP INC COM 91324P102 2298 4577 SH SOLE 0 0 4577 US BANCORP DEL COM NEW 902973304 258 4599 SH SOLE 0 0 4599 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 1287 4168 SH SOLE 0 0 4168 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 12979 43015 SH SOLE 0 0 43015 VANGUARD BD INDEX FDS INTERMED TERM 921937819 723 8248 SH SOLE 0 0 8248 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1255 15530 SH SOLE 0 0 15530 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 354 4173 SH SOLE 0 0 4173 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 350 7000 SH SOLE 0 0 7000 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 430 2349 SH SOLE 0 0 2349 VANGUARD INDEX FDS GROWTH ETF 922908736 5077 15821 SH SOLE 0 0 15821 VANGUARD INDEX FDS MID CAP ETF 922908629 75997 298296 SH SOLE 0 0 298296 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1290 11116 SH SOLE 0 0 11116 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2957 6774 SH SOLE 0 0 6774 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3407 19050 SH SOLE 0 0 19050 VANGUARD INDEX FDS SMALL CP ETF 922908751 20787 91974 SH SOLE 0 0 91974 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1964 6971 SH SOLE 0 0 6971 VANGUARD INDEX FDS TOTAL STK MKT 922908769 75284 311811 SH SOLE 0 0 311811 VANGUARD INDEX FDS VALUE ETF 922908744 309 2100 SH SOLE 0 0 2100 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6745 110063 SH SOLE 0 0 110063 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2385 48225 SH SOLE 0 0 48225 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4815 44818 SH SOLE 0 0 44818 VANGUARD 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