0001062993-24-008541.txt : 20240418
0001062993-24-008541.hdr.sgml : 20240418
20240418150910
ACCESSION NUMBER: 0001062993-24-008541
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240418
DATE AS OF CHANGE: 20240418
EFFECTIVENESS DATE: 20240418
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Raub Brock Capital Management LP
CENTRAL INDEX KEY: 0001554656
ORGANIZATION NAME:
IRS NUMBER: 272620760
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15157
FILM NUMBER: 24854065
BUSINESS ADDRESS:
STREET 1: 700 LARKSPUR LANDING CIRCLE
STREET 2: SUITE 240
CITY: LARKSPUR
STATE: CA
ZIP: 94939
BUSINESS PHONE: 415-927-6990
MAIL ADDRESS:
STREET 1: 700 LARKSPUR LANDING CIRCLE
STREET 2: SUITE 240
CITY: LARKSPUR
STATE: CA
ZIP: 94939
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001554656
XXXXXXXX
03-31-2024
03-31-2024
false
Raub Brock Capital Management LP
700 LARKSPUR LANDING CIRCLE
SUITE 240
LARKSPUR
CA
94939
13F COMBINATION REPORT
028-15157
28-13411
Envestnet
028-12624
J.P. Morgan Private Wealth Managers
028-12631
Managed Account Advisors LLC
028-14921
Atria Investments, Inc
028-16841
GeoWealth Management, LLC
028-16454
SEI Investment Co.
N
Richard Alpert
Principal
415-927-6990
Richard Alpert
LARKSPUR
CA
04-18-2024
7
40
472149254
false
1
028-11769
Lockwood Advisors
2
028-19009
Beacon Pointe Advisors, LLC
3
028-19008
Beacon Pointe Wealth Advisors, LLC
4
028-15454
Advisory Services Network, LLC
5
028-13550
Mariner Wealth Advisors
6
028-15248
Signature Estate and Investment Advisors, LLC
7
028-13892
First Long Island Investors
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ISHARES TR
7-10 YR TRSY BD
464287440
31102910
328575
SH
SOLE
0
0
328575
ISHARES TR
CALIF MUN BD ETF
464288356
23519188
408745
SH
SOLE
0
0
408745
ELI LILLY & CO
COM
532457108
22019620
28304
SH
SOLE
14875
0
13429
SHERWIN WILLIAMS CO
COM
824348106
21364027
61509
SH
SOLE
33061
0
28448
INTUIT
COM
461202103
20905315
32162
SH
SOLE
18141
0
14021
PARKER-HANNIFIN CORP
COM
701094104
20901556
37607
SH
SOLE
20277
0
17330
MASTERCARD INCORPORATED
CL A
57636Q104
20006642
41545
SH
SOLE
21618
0
19927
D R HORTON INC
COM
23331A109
19894217
120901
SH
SOLE
67381
0
53520
ABBVIE INC
COM
00287Y109
19354328
106284
SH
SOLE
56731
0
49553
LOWES COS INC
COM
548661107
19036464
74732
SH
SOLE
40125
0
34607
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
18562118
136436
SH
SOLE
78674
0
57762
CARRIER GLOBAL CORPORATION
COM
14448C104
18210326
313269
SH
SOLE
175368
0
137901
DOLLAR GEN CORP NEW
COM
256677105
18173718
116453
SH
SOLE
67218
0
49235
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
18170080
52422
SH
SOLE
27107
0
25315
ROPER TECHNOLOGIES INC
COM
776696106
17598868
31379
SH
SOLE
17409
0
13970
ORACLE CORP
COM
68389X105
17195310
136894
SH
SOLE
77677
0
59217
AUTOMATIC DATA PROCESSING IN
COM
053015103
17143813
68647
SH
SOLE
37323
0
31324
CANADIAN NATL RY CO
COM
136375102
17025823
129268
SH
SOLE
68622
0
60646
S&P GLOBAL INC
COM
78409V104
16641621
39115
SH
SOLE
21373
0
17742
ISHARES TR
3 7 YR TREAS BD
464288661
16639929
143683
SH
SOLE
0
0
143683
UNITEDHEALTH GROUP INC
COM
91324P102
16310922
32971
SH
SOLE
16887
0
16084
ZOETIS INC
CL A
98978V103
14880702
87942
SH
SOLE
46130
0
41812
STARBUCKS CORP
COM
855244109
13900790
152104
SH
SOLE
81680
0
70424
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
46137V365
7927079
95415
SH
SOLE
0
0
95415
ISHARES TR
NATIONAL MUN ETF
464288414
7158628
66530
SH
SOLE
0
0
66530
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
5164922
90565
SH
SOLE
0
0
90565
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
4999466
142071
SH
SOLE
0
0
142071
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
2598492
28306
SH
SOLE
0
0
28306
NOVO-NORDISK A S
ADR
670100205
1168440
9100
SH
SOLE
0
0
9100
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
831244
4552
SH
SOLE
0
0
4552
ALPHABET INC
CAP STK CL A
02079K305
638434
4230
SH
SOLE
0
0
4230
APPLE INC
COM
037833100
595077
3470
SH
SOLE
0
0
3470
MICROSOFT CORP
COM
594918104
546936
1300
SH
SOLE
0
0
1300
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
371250
1350
SH
SOLE
0
0
1350
THERMO FISHER SCIENTIFIC INC
COM
883556102
348726
600
SH
SOLE
0
0
600
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
316508
3887
SH
SOLE
0
0
3887
CHEVRON CORP NEW
COM
166764100
256771
1628
SH
SOLE
0
0
1628
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
256767
3185
SH
SOLE
0
0
3185
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
210260
500
SH
SOLE
0
0
500
ISHARES TR
MSCI USA QLT FCT
46432F339
201967
1229
SH
SOLE
0
0
1229