0001802224-21-000004.txt : 20210504
0001802224-21-000004.hdr.sgml : 20210504
20210504161250
ACCESSION NUMBER: 0001802224-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210504
DATE AS OF CHANGE: 20210504
EFFECTIVENESS DATE: 20210504
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: 21888584
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
03-31-2021
03-31-2021
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
05-04-2021
0
96
159296
false
INFORMATION TABLE
2
jsf13fq12021.xml
ISHARES TR
CORE S&P500 ETF
464287200
37327
93829
SH
SOLE
0
0
93829
KRANESHARES TR
QUADRTC INT RT
500767736
23978
838983
SH
SOLE
0
0
838983
ISHARES TR
RUS MID CAP ETF
464287499
23344
315764
SH
SOLE
0
0
315764
APPLE INC
COM
037833100
8119
66470
SH
SOLE
0
0
66470
INVESCO QQQ TR
UNIT SER 1
46090E103
6420
20118
SH
SOLE
0
0
20118
ISHARES TR
RUS 1000 GRW ETF
464287614
3829
15755
SH
SOLE
0
0
15755
MICROSOFT CORP
COM
594918104
3204
13591
SH
SOLE
0
0
13591
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
2714
53167
SH
SOLE
0
0
53167
DISNEY WALT CO
COM
254687106
2457
13315
SH
SOLE
0
0
13315
AMAZON COM INC
COM
023135106
2342
757
SH
SOLE
0
0
757
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
2004
39479
SH
SOLE
0
0
39479
ISHARES TR
RUSSELL 2000 ETF
464287655
1896
8582
SH
SOLE
0
0
8582
ISHARES TR
MSCI EAFE ETF
464287465
1808
23836
SH
SOLE
0
0
23836
ALPHABET INC
CAP STK CL A
02079K305
1702
825
SH
SOLE
0
0
825
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1659
6493
SH
SOLE
0
0
6493
NUTANIX INC
CL A
67059N108
1586
59709
SH
SOLE
0
0
59709
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1547
3903
SH
SOLE
0
0
3903
ISHARES TR
CORE S&P SCP ETF
464287804
1519
14001
SH
SOLE
0
0
14001
JPMORGAN CHASE & CO
COM
46625H100
1452
9541
SH
SOLE
0
0
9541
ISHARES TR
CORE S&P TTL STK
464287150
1449
15820
SH
SOLE
0
0
15820
ISHARES TR
CORE S&P MCP ETF
464287507
1289
4952
SH
SOLE
0
0
4952
AT&T INC
COM
00206R102
908
30011
SH
SOLE
0
0
30011
JOHNSON & JOHNSON
COM
478160104
851
5179
SH
SOLE
0
0
5179
PROCTER AND GAMBLE CO
COM
742718109
850
6276
SH
SOLE
0
0
6276
ALPHABET INC
CAP STK CL C
02079K107
728
352
SH
SOLE
0
0
352
ISHARES TR
CORE US AGGBD ET
464287226
686
6028
SH
SOLE
0
0
6028
VISA INC
COM CL A
92826C839
680
3212
SH
SOLE
0
0
3212
HOME DEPOT INC
COM
437076102
658
2154
SH
SOLE
0
0
2154
ISHARES TR
RUS 1000 VAL ETF
464287598
644
4251
SH
SOLE
0
0
4251
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
631
42099
SH
SOLE
0
0
42099
UNITEDHEALTH GROUP INC
COM
91324P102
593
1595
SH
SOLE
0
0
1595
WISDOMTREE TR
CHINADIV EX FI
97717X719
592
9075
SH
SOLE
0
0
9075
ISHARES TR
MSCI EMG MKT ETF
464287234
588
11018
SH
SOLE
0
0
11018
MSCI INC
COM
55354G100
560
1335
SH
SOLE
0
0
1335
FACEBOOK INC
CL A
30303M102
558
1896
SH
SOLE
0
0
1896
VERIZON COMMUNICATIONS INC
COM
92343V104
529
9100
SH
SOLE
0
0
9100
ADOBE SYSTEMS INCORPORATED
COM
00724F101
515
1084
SH
SOLE
0
0
1084
PFIZER INC
COM
717081103
512
14123
SH
SOLE
0
0
14123
ISHARES TR
S&P 500 VAL ETF
464287408
502
3555
SH
SOLE
0
0
3555
COSTCO WHSL CORP NEW
COM
22160K105
476
1350
SH
SOLE
0
0
1350
BOEING CO
COM
097023105
472
1854
SH
SOLE
0
0
1854
ISHARES TR
S&P SML 600 GWT
464287887
467
3643
SH
SOLE
0
0
3643
LILLY ELI & CO
COM
532457108
458
2451
SH
SOLE
0
0
2451
NETFLIX INC
COM
64110L106
408
782
SH
SOLE
0
0
782
CISCO SYS INC
COM
17275R102
394
7629
SH
SOLE
0
0
7629
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
386
1
SH
SOLE
0
0
1
INTEL CORP
COM
458140100
372
5819
SH
SOLE
0
0
5819
DANAHER CORPORATION
COM
235851102
365
1622
SH
SOLE
0
0
1622
MCDONALDS CORP
COM
580135101
343
1531
SH
SOLE
0
0
1531
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
342
3234
SH
SOLE
0
0
3234
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
338
2389
SH
SOLE
0
0
2389
SELECT SECTOR SPDR TR
ENERGY
81369Y506
326
6649
SH
SOLE
0
0
6649
MICRON TECHNOLOGY INC
COM
595112103
322
3647
SH
SOLE
0
0
3647
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
314
660
SH
SOLE
0
0
660
GOLDMAN SACHS GROUP INC
COM
38141G104
313
958
SH
SOLE
0
0
958
SALESFORCE COM INC
COM
79466L302
313
1479
SH
SOLE
0
0
1479
CHEVRON CORP NEW
COM
166764100
311
2968
SH
SOLE
0
0
2968
ARK ETF TR
INNOVATION ETF
00214Q104
296
2466
SH
SOLE
0
0
2466
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
291
1285
SH
SOLE
0
0
1285
MOTOROLA SOLUTIONS INC
COM NEW
620076307
281
1492
SH
SOLE
0
0
1492
INTUIT
COM
461202103
280
731
SH
SOLE
0
0
731
COLGATE PALMOLIVE CO
COM
194162103
276
3496
SH
SOLE
0
0
3496
TESLA INC
COM
88160R101
274
410
SH
SOLE
0
0
410
T-MOBILE US INC
COM
872590104
274
2184
SH
SOLE
0
0
2184
VEEVA SYS INC
CL A COM
922475108
271
1038
SH
SOLE
0
0
1038
WALMART INC
COM
931142103
269
1978
SH
SOLE
0
0
1978
AMGEN INC
COM
031162100
264
1060
SH
SOLE
0
0
1060
NEXTERA ENERGY INC
COM
65339F101
259
3429
SH
SOLE
0
0
3429
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
258
7576
SH
SOLE
0
0
7576
NIKE INC
CL B
654106103
255
1921
SH
SOLE
0
0
1921
GARMIN LTD
SHS
H2906T109
254
1927
SH
SOLE
0
0
1927
ISHARES TR
S&P 500 GRWT ETF
464287309
250
3847
SH
SOLE
0
0
3847
NEWMONT CORP
COM
651639106
246
4075
SH
SOLE
0
0
4075
CLOROX CO DEL
COM
189054109
239
1241
SH
SOLE
0
0
1241
GENERAC HLDGS INC
COM
368736104
239
729
SH
SOLE
0
0
729
ISHARES TR
ISHS 1-5YR INVS
464288646
238
4360
SH
SOLE
0
0
4360
AMERICAN WTR WKS CO INC NEW
COM
030420103
233
1557
SH
SOLE
0
0
1557
PROGRESSIVE CORP
COM
743315103
232
2429
SH
SOLE
0
0
2429
CHARTER COMMUNICATIONS INC N
CL A
16119P108
232
376
SH
SOLE
0
0
376
PEPSICO INC
COM
713448108
231
1634
SH
SOLE
0
0
1634
IDEXX LABS INC
COM
45168D104
230
470
SH
SOLE
0
0
470
VERISIGN INC
COM
92343E102
228
1145
SH
SOLE
0
0
1145
REPUBLIC SVCS INC
COM
760759100
228
2295
SH
SOLE
0
0
2295
STARBUCKS CORP
COM
855244109
227
2080
SH
SOLE
0
0
2080
PALANTIR TECHNOLOGIES INC
CL A
69608A108
227
9755
SH
SOLE
0
0
9755
PIMCO ETF TR
INTER MUN BD ACT
72201R866
225
4000
SH
SOLE
0
0
4000
MCCORMICK & CO INC
COM NON VTG
579780206
223
2499
SH
SOLE
0
0
2499
DIGITAL RLTY TR INC
COM
253868103
222
1574
SH
SOLE
0
0
1574
RESMED INC
COM
761152107
221
1141
SH
SOLE
0
0
1141
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
215
2778
SH
SOLE
0
0
2778
TARGET CORP
COM
87612E106
214
1081
SH
SOLE
0
0
1081
BALL CORP
COM
058498106
211
2491
SH
SOLE
0
0
2491
VERISK ANALYTICS INC
COM
92345Y106
211
1195
SH
SOLE
0
0
1195
VANECK VECTORS ETF TR
INTRMDT MUNI ETF
92189H201
208
4050
SH
SOLE
0
0
4050
PIMCO CALIF MUN INCOME FD II
COM
72200M108
163
18000
SH
SOLE
0
0
18000
SIRIUS XM HOLDINGS INC
COM
82968B103
151
24774
SH
SOLE
0
0
24774