0001221073-17-000070.txt : 20170731 0001221073-17-000070.hdr.sgml : 20170731 20170731135424 ACCESSION NUMBER: 0001221073-17-000070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170731 DATE AS OF CHANGE: 20170731 EFFECTIVENESS DATE: 20170731 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: 17992507 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 06-30-2017 06-30-2017 NewFocus Financial Group, LLC

410 W. 12TH STREET VANCOUVER WA 98660

13F HOLDINGS REPORT 028-15842 N Chad Burton 888 762-2423 /s/ Chad Burton Vancouver WA 07-28-2017 0 67 177052 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TRALERIAN MLP00162Q866109391407SHSOLE 0091407AMERISOURCEBERGEN CORPCOM03073E105247226152SHSOLE 0026152APPLE INCCOM0378331001157280350SHSOLE 0080350AT&T INCCOM00206R102167244318SHSOLE 0044318BECTON DICKINSON & COCOM075887109517326515SHSOLE 0026515BERKSHIRE HATHAWAY INC DELCL B NEW0846707022451448SHSOLE 001448CINTAS CORPCOM172908105594947201SHSOLE 0047201CISCO SYS INCCOM17275R1024987159318SHSOLE 00159318COLGATE PALMOLIVE COCOM194162103272536761SHSOLE 0036761CVS HEALTH CORPCOM126650100255231716SHSOLE 0031716DOVER CORPCOM260003108310038648SHSOLE 0038648EXXON MOBIL CORPCOM30231G102155819298SHSOLE 0019298FACEBOOK INCCL A30303M1024002651SHSOLE 002651FACTSET RESH SYS INCCOM303075105218013120SHSOLE 0013120GENERAL DYNAMICS CORPCOM36955010816478312SHSOLE 008312GILEAD SCIENCES INCCOM3755581034466300SHSOLE 006300GRAINGER W W INCCOM384802104181810073SHSOLE 0010073HELMERICH & PAYNE INCCOM4234521013817005SHSOLE 007005ISHARES TRCORE S&P500 ETF464287200646126543SHSOLE 0026543ISHARES TRCORE US AGGBD ET4642872267606939SHSOLE 006939ISHARES TRS&P 500 GRWT ETF4642873093912858SHSOLE 002858ISHARES TRS&P MC 400GR ETF464287606301715346SHSOLE 0015346ISHARES TRRUSSELL 2000 ETF4642876553652589SHSOLE 002589ISHARES TRGOV/CRED BD ETF4642885963713248SHSOLE 003248ISHARES TRUSA VALUE FACTOR46432F38814468196655SHSOLE 00196655ISHARES TRUSA MOMENTUM FCT46432F396416246821SHSOLE 0046821ISHARES TRCORE DIV GRWTH46434V6212257183SHSOLE 007183ISHARES TRMSCI UK ETF NEW46435G3346363190903SHSOLE 00190903JOHNSON & JOHNSONCOM478160104429032430SHSOLE 0032430JPMORGAN CHASE & COCOM46625H100133714626SHSOLE 0014626JPMORGAN CHASE & COALERIAN ML ETN46625H365115038726SHSOLE 0038726LOWES COS INCCOM548661107352145420SHSOLE 0045420MCDONALDS CORPCOM580135101329821532SHSOLE 0021532MICROSOFT CORPCOM594918104402658414SHSOLE 0058414NORDSTROM INCCOM655664100169335389SHSOLE 0035389PEPSICO INCCOM713448108341929606SHSOLE 0029606PIMCO ETF TRACTIVE BD ETF72201R7752822661SHSOLE 002661SELECT SECTOR SPDR TRTECHNOLOGY81369Y803374268391SHSOLE 0068391SEMPRA ENERGYCOM816851109358531799SHSOLE 0031799SPDR S&P 500 ETF TRTR UNIT78462F10315016208SHSOLE 006208SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1074551434SHSOLE 001434SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A3592264550SHSOLE 004550STARBUCKS CORPCOM8552441093696324SHSOLE 006324SYSCO CORPCOM871829107199539634SHSOLE 0039634TARGET CORPCOM87612E1063596874SHSOLE 006874UNITED TECHNOLOGIES CORPCOM913017109174914326SHSOLE 0014326UNITEDHEALTH GROUP INCCOM91324P102676936508SHSOLE 0036508VANGUARD BD INDEX FD INCINTERMED TERM9219378194084830SHSOLE 004830VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4073696790SHSOLE 006790VANGUARD INDEX FDSMCAP VL IDXVIP922908512571155516SHSOLE 0055516VANGUARD INDEX FDSREIT ETF92290855313035156618SHSOLE 00156618VANGUARD INDEX FDSSM CP VAL ETF922908611456537138SHSOLE 0037138VANGUARD INDEX FDSMID CAP ETF9229086295023524SHSOLE 003524VANGUARD INDEX FDSGROWTH ETF9229087366415045SHSOLE 005045VANGUARD INDEX FDSVALUE ETF922908744106811059SHSOLE 0011059VANGUARD INDEX FDSSMALL CP ETF9229087517565580SHSOLE 005580VANGUARD INDEX FDSTOTAL STK MKT9229087693162536SHSOLE 002536VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427753446874SHSOLE 006874VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428583739139SHSOLE 009139VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093694615SHSOLE 004615VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703504004SHSOLE 004004VANGUARD SPECIALIZED PORTFOLDIV APP ETF921908844626867634SHSOLE 0067634VANGUARD STAR FDVG TL INTL STK F9219097684468579SHSOLE 008579VANGUARD WORLD FDSHEALTH CAR ETF92204A504352423915SHSOLE 0023915VERISK ANALYTICS INCCOM92345Y1062653141SHSOLE 003141W P CAREY INCCOM92936U109232035141SHSOLE 0035141WISDOMTREE TRUS MIDCAP DIVID97717W505510352205SHSOLE 0052205