0001221073-17-000093.txt : 20171030 0001221073-17-000093.hdr.sgml : 20171030 20171030082538 ACCESSION NUMBER: 0001221073-17-000093 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171030 DATE AS OF CHANGE: 20171030 EFFECTIVENESS DATE: 20171030 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: 171160732 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 09-30-2017 09-30-2017 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 10-23-2017 0 67 153963 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TRALERIAN MLP00162Q866101990817SHSOLE 0090817AMERISOURCEBERGEN CORPCOM03073E105221726788SHSOLE 0026788APPLE INCCOM0378331001246580882SHSOLE 0080882AT&T INCCOM00206R102178345512SHSOLE 0045512BECTON DICKINSON & COCOM075887109514626264SHSOLE 0026264BERKSHIRE HATHAWAY INC DELCL B NEW0846707022651448SHSOLE 001448CHEVRON CORP NEWCOM1667641002041738SHSOLE 001738CINTAS CORPCOM172908105655445426SHSOLE 0045426CISCO SYS INCCOM17275R1025436161637SHSOLE 00161637COLGATE PALMOLIVE COCOM194162103272437393SHSOLE 0037393CVS HEALTH CORPCOM126650100263632421SHSOLE 0032421DOVER CORPCOM260003108353338659SHSOLE 0038659EXXON MOBIL CORPCOM30231G102163619952SHSOLE 0019952FACEBOOK INCCL A30303M1024622701SHSOLE 002701FACTSET RESH SYS INCCOM303075105242013435SHSOLE 0013435GENERAL DYNAMICS CORPCOM36955010817578545SHSOLE 008545GILEAD SCIENCES INCCOM3755581035276508SHSOLE 006508GRAINGER W W INCCOM384802104189010513SHSOLE 0010513ISHARES TRCORE S&P500 ETF464287200620524533SHSOLE 0024533ISHARES TRCORE US AGGBD ET4642872268137415SHSOLE 007415ISHARES TRS&P 500 GRWT ETF4642873094913424SHSOLE 003424ISHARES TRS&P MC 400GR ETF464287606271113395SHSOLE 0013395ISHARES TRRUSSELL 2000 ETF4642876553842589SHSOLE 002589ISHARES TRGOV/CRED BD ETF4642885964754145SHSOLE 004145ISHARES TRS&P US PFD STK4642886872556578SHSOLE 006578ISHARES TRCORE HIGH DV ETF46429B6632022356SHSOLE 002356ISHARES TREDGE MSCI USA VL46432F388490863471SHSOLE 0063471ISHARES TRUSA MOMENTUM FCT46432F396104910965SHSOLE 0010965ISHARES TRCORE DIV GRWTH46434V62145914145SHSOLE 0014145ISHARES TRMSCI UK ETF NEW46435G3346885197558SHSOLE 00197558JOHNSON & JOHNSONCOM478160104426432795SHSOLE 0032795JPMORGAN CHASE & COCOM46625H100239425070SHSOLE 0025070JPMORGAN CHASE & COALERIAN ML ETN46625H365107237997SHSOLE 0037997LOWES COS INCCOM548661107368446088SHSOLE 0046088MCDONALDS CORPCOM580135101339721684SHSOLE 0021684MICROSOFT CORPCOM594918104436758621SHSOLE 0058621PEPSICO INCCOM713448108334630025SHSOLE 0030025PIMCO ETF TRACTIVE BD ETF72201R7752842661SHSOLE 002661POWERSHARES ETF TR IICALI MUNI ETF73936T44126410128SHSOLE 0010128SELECT SECTOR SPDR TRTECHNOLOGY81369Y803386365359SHSOLE 0065359SEMPRA ENERGYCOM816851109365231996SHSOLE 0031996SPDR S&P 500 ETF TRTR UNIT78462F10315606208SHSOLE 006208SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1074681434SHSOLE 001434SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A3592675229SHSOLE 005229STARBUCKS CORPCOM8552441093476456SHSOLE 006456SYSCO CORPCOM871829107220240821SHSOLE 0040821UNITED TECHNOLOGIES CORPCOM913017109170414677SHSOLE 0014677UNITEDHEALTH GROUP INCCOM91324P102686335041SHSOLE 0035041VANGUARD BD INDEX FD INCINTERMED TERM9219378194094830SHSOLE 004830VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4074087481SHSOLE 007481VANGUARD INDEX FDSREIT ETF922908553365243956SHSOLE 0043956VANGUARD INDEX FDSSM CP VAL ETF922908611474137098SHSOLE 0037098VANGUARD INDEX FDSMID CAP ETF9229086295443701SHSOLE 003701VANGUARD INDEX FDSGROWTH ETF9229087367305497SHSOLE 005497VANGUARD INDEX FDSVALUE ETF922908744111111128SHSOLE 0011128VANGUARD INDEX FDSSMALL CP ETF9229087518375921SHSOLE 005921VANGUARD INDEX FDSTOTAL STK MKT9229087693302551SHSOLE 002551VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427754338218SHSOLE 008218VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285844610227SHSOLE 0010227VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093504365SHSOLE 004365VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703373832SHSOLE 003832VANGUARD SPECIALIZED PORTFOLDIV APP ETF921908844659469565SHSOLE 0069565VANGUARD STAR FDVG TL INTL STK F9219097684648473SHSOLE 008473VANGUARD WORLD FDSHEALTH CAR ETF92204A504344122594SHSOLE 0022594VERISK ANALYTICS INCCOM92345Y1062613141SHSOLE 003141W P CAREY INCCOM92936U109242635995SHSOLE 0035995WISDOMTREE TRUS MIDCAP DIVID97717W505494049426SHSOLE 0049426