0001802224-20-000001.txt : 20200212 0001802224-20-000001.hdr.sgml : 20200212 20200212152903 ACCESSION NUMBER: 0001802224-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200212 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: 20603749 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 12-31-2019 12-31-2019 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 02-12-2020 0 69 101113 false INFORMATION TABLE 2 jsf4q1913f.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 298 1407 SH SOLE 0 0 1407 ALPHABET INC CAP STK CL A 02079K305 824 615 SH SOLE 0 0 615 ALPHABET INC CAP STK CL C 02079K107 560 419 SH SOLE 0 0 419 ALPS ETF TR ALERIAN MLP 00162Q866 799 93976 SH SOLE 0 0 93976 ALTRIA GROUP INC COM 02209S103 302 6048 SH SOLE 0 0 6048 AMAZON COM INC COM 023135106 658 356 SH SOLE 0 0 356 AMGEN INC COM 031162100 222 922 SH SOLE 0 0 922 APPLE INC COM 037833100 5340 18186 SH SOLE 0 0 18186 AT&T INC COM 00206R102 1685 43127 SH SOLE 0 0 43127 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 650 2870 SH SOLE 0 0 2870 BOEING CO COM 097023105 395 1211 SH SOLE 0 0 1211 CHARTER COMMUNICATIONS INC N CL A 16119P108 274 565 SH SOLE 0 0 565 CHEVRON CORP NEW COM 166764100 513 4257 SH SOLE 0 0 4257 CISCO SYS INC COM 17275R102 490 10216 SH SOLE 0 0 10216 DISNEY WALT CO COM DISNEY 254687106 826 5712 SH SOLE 0 0 5712 EXXON MOBIL CORP COM 30231G102 619 8871 SH SOLE 0 0 8871 FACEBOOK INC CL A 30303M102 308 1503 SH SOLE 0 0 1503 FIDELITY COVINGTON TR MSCI INFO TECH I 316092808 231 3184 SH SOLE 0 0 3184 HOME DEPOT INC COM 437076102 452 2068 SH SOLE 0 0 2068 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 278 8365 SH SOLE 0 0 8365 INTEL CORP COM 458140100 375 6260 SH SOLE 0 0 6260 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 280 2418 SH SOLE 0 0 2418 INVESCO QQQ TR UNIT SER 1 46090E103 3577 16824 SH SOLE 0 0 16824 ISHARES INC CORE MSCI EMKT 46434G103 200 3728 SH SOLE 0 0 3728 ISHARES TR CORE S&P MCP ETF 464287507 15211 73906 SH SOLE 0 0 73906 ISHARES TR CORE S&P SCP ETF 464287804 1641 19570 SH SOLE 0 0 19570 ISHARES TR SP SMCP600VL ETF 464287879 206 1279 SH SOLE 0 0 1279 ISHARES TR S&P SML 600 GWT 464287887 683 3534 SH SOLE 0 0 3534 ISHARES TR S&P 500 VAL ETF 464287408 913 7017 SH SOLE 0 0 7017 ISHARES TR CORE S&P500 ETF 464287200 28636 88590 SH SOLE 0 0 88590 ISHARES TR S&P 500 GRWT ETF 464287309 733 3784 SH SOLE 0 0 3784 ISHARES TR RUS 1000 VAL ETF 464287598 264 1934 SH SOLE 0 0 1934 ISHARES TR RUS 1000 GRW ETF 464287614 6741 38321 SH SOLE 0 0 38321 ISHARES TR RUSSELL 2000 ETF 464287655 1985 11979 SH SOLE 0 0 11979 ISHARES TR RUS MID CAP ETF 464287499 5724 96015 SH SOLE 0 0 96015 ISHARES TR MSCI EMG MKT ETF 464287234 1035 23059 SH SOLE 0 0 23059 ISHARES TR CORE US AGGBD ET 464287226 577 5139 SH SOLE 0 0 5139 ISHARES TR SELECT DIVID ETF 464287168 958 9062 SH SOLE 0 0 9062 ISHARES TR CORE S&P TTL STK 464287150 1703 23429 SH SOLE 0 0 23429 ISHARES TR SH TR CRPORT ETF 464288646 234 4360 SH SOLE 0 0 4360 ISHARES TR INTL SEL DIV ETF 464288448 546 16259 SH SOLE 0 0 16259 ISHARES TR CORE HIGH DV ETF 46429B663 353 3598 SH SOLE 0 0 3598 JOHNSON & JOHNSON COM 478160104 573 3925 SH SOLE 0 0 3925 JPMORGAN CHASE & CO COM 46625H100 892 6399 SH SOLE 0 0 6399 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 744 34100 SH SOLE 0 0 34100 KAYNE ANDERSN MLP MIDS INVT COM 486606106 147 10557 SH SOLE 0 0 10557 KAYNE ANDERSON MDSTM ENERGY COM 48661E108 139 13247 SH SOLE 0 0 13247 MICRON TECHNOLOGY INC COM 595112103 201 3740 SH SOLE 0 0 3740 MICROSOFT CORP COM 594918104 1216 7713 SH SOLE 0 0 7713 MSCI INC COM 55354G100 202 783 SH SOLE 0 0 783 NIKE INC CL B 654106103 211 2085 SH SOLE 0 0 2085 NUTANIX INC CL A 67059N108 1407 44994 SH SOLE 0 0 44994 ORACLE CORP COM 68389X105 237 4479 SH SOLE 0 0 4479 PEPSICO INC COM 713448108 214 1564 SH SOLE 0 0 1564 PFIZER INC COM 717081103 414 10568 SH SOLE 0 0 10568 PIMCO CALIF MUN INCOME FD II COM 72200M108 125 12500 SH SOLE 0 0 12500 PIMCO ETF TR INTER MUN BD ACT 72201R866 221 4000 SH SOLE 0 0 4000 PROCTER & GAMBLE CO COM 742718109 657 5260 SH SOLE 0 0 5260 SALESFORCE COM INC COM 79466L302 218 1343 SH SOLE 0 0 1343 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 424 13791 SH SOLE 0 0 13791 SIRIUS XM HLDGS INC COM 82968B103 221 30974 SH SOLE 0 0 30974 SPDR S&P 500 ETF TR TR UNIT 78462F103 1095 3401 SH SOLE 0 0 3401 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 304 810 SH SOLE 0 0 810 UBER TECHNOLOGIES INC COM 90353T100 1019 34265 SH SOLE 0 0 34265 UNITED TECHNOLOGIES CORP COM 913017109 290 1939 SH SOLE 0 0 1939 UNITEDHEALTH GROUP INC COM 91324P102 482 1638 SH SOLE 0 0 1638 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 203 4050 SH SOLE 0 0 4050 VERIZON COMMUNICATIONS INC COM 92343V104 417 6788 SH SOLE 0 0 6788 VISA INC COM CL A 92826C839 541 2879 SH SOLE 0 0 2879