NewFocus Financial Group, LLC 13F Holdings

CIK 0001599212 · VANCOUVER, WA

As of Dec 31, 2020, NewFocus Financial Group, LLC reported 118 positions worth $339.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology274,766$36.5K10.73%
VANGUARD DIVIDEND APPREC ETFVIG—156,126$22.0K6.49%
ISHARES CALIFORNIA MUNI BOND ETFCMF—277,390 7.4K5.13%
MICROSOFT CORPMSFTTechnology54,893 2.2K3.59%
ISHARES CORE S&P 500 ETFIVV—28,421 0.7K3.14%
UNITEDHEALTH GROUP INCUNHHealthcare30,210 0.6K3.12%
CINTAS CORPCTASIndustrials26,762$9.5K2.78%
LOWES COMPANIES INCLOWConsumer Cyclical54,107$8.7K2.56%
CISCO SYSTEMS INCCSCOTechnology165,694$7.4K2.18%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity109,159$7.0K2.06%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—49,665$6.5K1.90%
VANGUARD MEGA CAP VALUE INDEX FUNDMGV—72,398$6.3K1.85%
ISHARES CORE S&P SMALL-CAP ETFIJR—68,187$6.3K1.84%
ISHARES CORE MSCI EAFE ETFIEFA—83,714$5.8K1.70%
VANGUARD SMALL-CAP INDEX FUNDVB—28,189$5.5K1.62%
RTX CORPRTXEquity75,553$5.4K1.59%
JOHNSON & JOHNSONJNJHealthcare32,976$5.2K1.53%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—142,013$5.1K1.51%
BLACKROCK INCBLKFinancial Services6,936$5.0K1.47%
VANGUARD 500 INDEX FUNDVOO—13,349$4.6K1.35%
SCHWAB EMERGING MARKETS EQUITY ETFSCHE—147,019$4.5K1.33%
KLA CORPKLACTechnology16,776$4.3K1.28%
BECTON DICKINSON & COBDXHealthcare17,274$4.3K1.27%
VANGUARD HEALTH CARE INDEX FUNDVHT—19,215$4.3K1.27%
ISHARES NATIONAL MUNI BOND ETFMUB—36,491$4.3K1.26%