0001221073-17-000049.txt : 20170504 0001221073-17-000049.hdr.sgml : 20170504 20170503202849 ACCESSION NUMBER: 0001221073-17-000049 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170504 DATE AS OF CHANGE: 20170503 EFFECTIVENESS DATE: 20170504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NewFocus Financial Group, LLC CENTRAL INDEX KEY: 0001599212 IRS NUMBER: 331100610 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15842 FILM NUMBER: 17811368 BUSINESS ADDRESS: STREET 1: 410 W. 12TH STREET CITY: VANCOUVER STATE: WA ZIP: 98660 BUSINESS PHONE: (888) 762-2423 MAIL ADDRESS: STREET 1: 410 W. 12TH STREET CITY: VANCOUVER STATE: WA ZIP: 98660 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001599212 XXXXXXXX 03-31-2017 03-31-2017 NewFocus Financial Group, LLC
410 W. 12TH STREET VANCOUVER WA 98660
13F HOLDINGS REPORT 028-15842 N
Chad Burton Chief ExecutiveOfficer 888 762-2423 /s/ Chad Burton Vancouver WA 04-25-2017 0 62 162070 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TRALERIAN MLP00162Q866125798918SHSOLE 0098918AMERISOURCEBERGEN CORPCOM03073E105230226015SHSOLE 0026015APPLE INCCOM0378331001164981085SHSOLE 0081085AT&T INCCOM00206R102186444855SHSOLE 0044855BECTON DICKINSON & COCOM075887109488626635SHSOLE 0026635CINTAS CORPCOM172908105609548166SHSOLE 0048166CISCO SYS INCCOM17275R1025342158045SHSOLE 00158045COLGATE PALMOLIVE COCOM194162103265436262SHSOLE 0036262DOVER CORPCOM260003108307338242SHSOLE 0038242EXXON MOBIL CORPCOM30231G102155518962SHSOLE 0018962FACEBOOK INCCL A30303M1023342350SHSOLE 002350FACTSET RESH SYS INCCOM303075105215713079SHSOLE 0013079GENERAL DYNAMICS CORPCOM36955010815548303SHSOLE 008303GILEAD SCIENCES INCCOM3755581034286300SHSOLE 006300GRAINGER W W INCCOM38480210418587982SHSOLE 007982HELMERICH & PAYNE INCCOM423452101153723094SHSOLE 0023094ISHARES TRCORE S&P500 ETF464287200659627800SHSOLE 0027800ISHARES TRCORE US AGGBD ET4642872265975505SHSOLE 005505ISHARES TRS&P 500 GRWT ETF4642873093332529SHSOLE 002529ISHARES TRS&P MC 400GR ETF464287606293815388SHSOLE 0015388ISHARES TRRUSSELL 2000 ETF4642876553422484SHSOLE 002484ISHARES TRGOV/CRED BD ETF4642885963673248SHSOLE 003248ISHARES TRCORE HIGH DV ETF46429B6632813351SHSOLE 003351ISHARES TRUSA VALUE FACTOR46432F38813604186057SHSOLE 00186057ISHARES TRUSA MOMENTUM FCT46432F396354442876SHSOLE 0042876JOHNSON & JOHNSONCOM478160104404432469SHSOLE 0032469JPMORGAN CHASE & COALERIAN ML ETN46625H3652347248SHSOLE 007248LOWES COS INCCOM548661107368044764SHSOLE 0044764MCDONALDS CORPCOM580135101272421017SHSOLE 0021017MICROSOFT CORPCOM594918104379457608SHSOLE 0057608NORDSTROM INCCOM655664100186440026SHSOLE 0040026PEPSICO INCCOM713448108321428733SHSOLE 0028733PIMCO ETF TRTTL RTN ACTV ETF72201R7752672538SHSOLE 002538SELECT SECTOR SPDR TRTECHNOLOGY81369Y803370669525SHSOLE 0069525SEMPRA ENERGYCOM816851109350331699SHSOLE 0031699SPDR S&P 500 ETF TRTR UNIT78462F1038393558SHSOLE 003558SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107206659SHSOLE 00659SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A3592194550SHSOLE 004550STARBUCKS CORPCOM8552441094287324SHSOLE 007324SYSCO CORPCOM871829107206039668SHSOLE 0039668TARGET CORPCOM87612E106104118871SHSOLE 0018871UNITED TECHNOLOGIES CORPCOM913017109155613864SHSOLE 0013864UNITEDHEALTH GROUP INCCOM91324P102623938043SHSOLE 0038043VANGUARD BD INDEX FD INCINTERMED TERM9219378194134937SHSOLE 004937VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4073797006SHSOLE 007006VANGUARD INDEX FDSREIT ETF92290855312152147133SHSOLE 00147133VANGUARD INDEX FDSSM CP VAL ETF922908611488239739SHSOLE 0039739VANGUARD INDEX FDSMID CAP ETF9229086295824181SHSOLE 004181VANGUARD INDEX FDSGROWTH ETF9229087367346033SHSOLE 006033VANGUARD INDEX FDSVALUE ETF922908744109811508SHSOLE 0011508VANGUARD INDEX FDSSMALL CP ETF9229087517605701SHSOLE 005701VANGUARD INDEX FDSTOTAL STK MKT9229087693112566SHSOLE 002566VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427753056378SHSOLE 006378VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428583157943SHSOLE 007943VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093684615SHSOLE 004615VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703464004SHSOLE 004004VANGUARD SPECIALIZED PORTFOLDIV APP ETF921908844567363078SHSOLE 0063078VANGUARD STAR FDVG TL INTL STK F92190976852810634SHSOLE 0010634VANGUARD WORLD FDSHEALTH CAR ETF92204A504335524344SHSOLE 0024344VERISK ANALYTICS INCCOM92345Y1062753391SHSOLE 003391W P CAREY INCCOM92936U109214334441SHSOLE 0034441WISDOMTREE TRMIDCAP DIVI FD97717W50510686109562SHSOLE 00109562