0001802224-21-000002.txt : 20210204
0001802224-21-000002.hdr.sgml : 20210204
20210204151620
ACCESSION NUMBER: 0001802224-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210204
DATE AS OF CHANGE: 20210204
EFFECTIVENESS DATE: 20210204
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: 21590842
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
12-31-2020
12-31-2020
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
02-04-2021
0
93
143129
false
INFORMATION TABLE
2
13fq420.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
240
479
SH
SOLE
0
0
479
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
250
1075
SH
SOLE
0
0
1075
ALPHABET INC
CAP STK CL A
02079K305
1590
907
SH
SOLE
0
0
907
ALPHABET INC
CAP STK CL C
02079K107
599
342
SH
SOLE
0
0
342
AMAZON COM INC
COM
023135106
3397
1043
SH
SOLE
0
0
1043
AMERICAN WTR WKS CO INC NEW
COM
030420103
211
1378
SH
SOLE
0
0
1378
AMGEN INC
COM
031162100
235
1024
SH
SOLE
0
0
1024
ANSYS INC
COM
03662Q105
207
570
SH
SOLE
0
0
570
APPLE INC
COM
037833100
10410
78452
SH
SOLE
0
0
78452
AT&T INC
COM
00206R102
881
30648
SH
SOLE
0
0
30648
BALL CORP
COM
058498106
216
2319
SH
SOLE
0
0
2319
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1649
7113
SH
SOLE
0
0
7113
BOEING CO
COM
097023105
408
1905
SH
SOLE
0
0
1905
CADENCE DESIGN SYSTEM INC
COM
127387108
261
1916
SH
SOLE
0
0
1916
CHARTER COMMUNICATIONS INC N
CL A
16119P108
245
370
SH
SOLE
0
0
370
CHEVRON CORP NEW
COM
166764100
298
3527
SH
SOLE
0
0
3527
CISCO SYS INC
COM
17275R102
337
7527
SH
SOLE
0
0
7527
CLOROX CO DEL
COM
189054109
244
1208
SH
SOLE
0
0
1208
COLGATE PALMOLIVE CO
COM
194162103
323
3776
SH
SOLE
0
0
3776
DANAHER CORPORATION
COM
235851102
337
1518
SH
SOLE
0
0
1518
DEERE & CO
COM
244199105
202
750
SH
SOLE
0
0
750
DIGITAL RLTY TR INC
COM
253868103
201
1439
SH
SOLE
0
0
1439
DISNEY WALT CO
COM
254687106
2073
11443
SH
SOLE
0
0
11443
EXXON MOBIL CORP
COM
30231G102
220
5326
SH
SOLE
0
0
5326
FACEBOOK INC
CL A
30303M102
430
1573
SH
SOLE
0
0
1573
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
335
3204
SH
SOLE
0
0
3204
FIDELITY NATL INFORMATION SV
COM
31620M106
279
1971
SH
SOLE
0
0
1971
FISERV INC
COM
337738108
249
2187
SH
SOLE
0
0
2187
GOLDMAN SACHS GROUP INC
COM
38141G104
324
1227
SH
SOLE
0
0
1227
HOME DEPOT INC
COM
437076102
602
2268
SH
SOLE
0
0
2268
INTEL CORP
COM
458140100
337
6774
SH
SOLE
0
0
6774
INTUIT
COM
461202103
287
756
SH
SOLE
0
0
756
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
443
29043
SH
SOLE
0
0
29043
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
305
2389
SH
SOLE
0
0
2389
INVESCO QQQ TR
UNIT SER 1
46090E103
6458
20583
SH
SOLE
0
0
20583
ISHARES TR
CORE S&P SCP ETF
464287804
1377
14988
SH
SOLE
0
0
14988
ISHARES TR
RUS 1000 VAL ETF
464287598
530
3873
SH
SOLE
0
0
3873
ISHARES TR
CORE S&P TTL STK
464287150
1402
16255
SH
SOLE
0
0
16255
ISHARES TR
CORE US AGGBD ET
464287226
612
5174
SH
SOLE
0
0
5174
ISHARES TR
S&P 500 GRWT ETF
464287309
336
5269
SH
SOLE
0
0
5269
ISHARES TR
RUS MID CAP ETF
464287499
22054
321727
SH
SOLE
0
0
321727
ISHARES TR
MSCI EMG MKT ETF
464287234
610
11815
SH
SOLE
0
0
11815
ISHARES TR
S&P 500 VAL ETF
464287408
484
3777
SH
SOLE
0
0
3777
ISHARES TR
RUS 1000 GRW ETF
464287614
16519
68502
SH
SOLE
0
0
68502
ISHARES TR
CORE S&P MCP ETF
464287507
1298
5646
SH
SOLE
0
0
5646
ISHARES TR
RUSSELL 2000 ETF
464287655
1687
8603
SH
SOLE
0
0
8603
ISHARES TR
MSCI EAFE ETF
464287465
1739
23841
SH
SOLE
0
0
23841
ISHARES TR
ISHS 1-5YR INVS
464288646
241
4360
SH
SOLE
0
0
4360
ISHARES TR
CORE S&P500 ETF
464287200
34846
92826
SH
SOLE
0
0
92826
ISHARES TR
S&P SML 600 GWT
464287887
508
4451
SH
SOLE
0
0
4451
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
2149
42102
SH
SOLE
0
0
42102
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
1751
34484
SH
SOLE
0
0
34484
JOHNSON & JOHNSON
COM
478160104
851
5409
SH
SOLE
0
0
5409
JPMORGAN CHASE & CO
COM
46625H100
1247
9810
SH
SOLE
0
0
9810
LAM RESEARCH CORP
COM
512807108
235
497
SH
SOLE
0
0
497
LILLY ELI & CO
COM
532457108
473
2801
SH
SOLE
0
0
2801
MARKETAXESS HLDGS INC
COM
57060D108
210
368
SH
SOLE
0
0
368
MCCORMICK & CO INC
COM NON VTG
579780206
207
2162
SH
SOLE
0
0
2162
MCDONALDS CORP
COM
580135101
302
1407
SH
SOLE
0
0
1407
MERCK & CO. INC
COM
58933Y105
368
4495
SH
SOLE
0
0
4495
MICRON TECHNOLOGY INC
COM
595112103
350
4656
SH
SOLE
0
0
4656
MICROSOFT CORP
COM
594918104
3097
13924
SH
SOLE
0
0
13924
MSCI INC
COM
55354G100
598
1339
SH
SOLE
0
0
1339
NETFLIX INC
COM
64110L106
422
780
SH
SOLE
0
0
780
NEWMONT CORP
COM
651639106
232
3877
SH
SOLE
0
0
3877
NEXTERA ENERGY INC
COM
65339F101
250
3244
SH
SOLE
0
0
3244
NIKE INC
CL B
654106103
259
1831
SH
SOLE
0
0
1831
NUTANIX INC
CL A
67059N108
1335
41894
SH
SOLE
0
0
41894
PEPSICO INC
COM
713448108
228
1535
SH
SOLE
0
0
1535
PFIZER INC
COM
717081103
574
15600
SH
SOLE
0
0
15600
PIMCO CALIF MUN INCOME FD II
COM
72200M108
163
18000
SH
SOLE
0
0
18000
PIMCO ETF TR
INTER MUN BD ACT
72201R866
227
4000
SH
SOLE
0
0
4000
PROCTER AND GAMBLE CO
COM
742718109
909
6536
SH
SOLE
0
0
6536
PROGRESSIVE CORP
COM
743315103
233
2359
SH
SOLE
0
0
2359
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
233
3253
SH
SOLE
0
0
3253
REPUBLIC SVCS INC
COM
760759100
220
2284
SH
SOLE
0
0
2284
RESMED INC
COM
761152107
238
1118
SH
SOLE
0
0
1118
SALESFORCE COM INC
COM
79466L302
317
1423
SH
SOLE
0
0
1423
SELECT SECTOR SPDR TR
ENERGY
81369Y506
357
9420
SH
SOLE
0
0
9420
SIRIUS XM HOLDINGS INC
COM
82968B103
158
24774
SH
SOLE
0
0
24774
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1590
4252
SH
SOLE
0
0
4252
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
277
660
SH
SOLE
0
0
660
STARBUCKS CORP
COM
855244109
233
2181
SH
SOLE
0
0
2181
TARGET CORP
COM
87612E106
210
1190
SH
SOLE
0
0
1190
TESLA INC
COM
88160R101
282
400
SH
SOLE
0
0
400
T-MOBILE US INC
COM
872590104
264
1958
SH
SOLE
0
0
1958
UNITEDHEALTH GROUP INC
COM
91324P102
549
1566
SH
SOLE
0
0
1566
VANECK VECTORS ETF TR
INTRMDT MUNI ETF
92189H201
211
4050
SH
SOLE
0
0
4050
VEEVA SYS INC
CL A COM
922475108
262
961
SH
SOLE
0
0
961
VERISIGN INC
COM
92343E102
216
997
SH
SOLE
0
0
997
VERISK ANALYTICS INC
COM
92345Y106
232
1117
SH
SOLE
0
0
1117
VERIZON COMMUNICATIONS INC
COM
92343V104
566
9627
SH
SOLE
0
0
9627
VISA INC
COM CL A
92826C839
718
3284
SH
SOLE
0
0
3284