0001221073-18-000074.txt : 20181026 0001221073-18-000074.hdr.sgml : 20181026 20181026162639 ACCESSION NUMBER: 0001221073-18-000074 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181026 DATE AS OF CHANGE: 20181026 EFFECTIVENESS DATE: 20181026 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: 181141892 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 09-30-2018 09-30-2018 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 10-25-2018 0 74 185068 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1022081265SHSOLE 001265ALPHABET INCCAP STK CL C02079K107283237SHSOLE 00237ALPHABET INCCAP STK CL A02079K305327271SHSOLE 00271ALPS ETF TRALERIAN MLP00162Q86651648360SHSOLE 0048360AMAZON COM INCCOM023135106316158SHSOLE 00158APPLE INCCOM0378331001748777465SHSOLE 0077465BECTON DICKINSON & COCOM075887109692926547SHSOLE 0026547BERKSHIRE HATHAWAY INC DELCL B NEW0846707023101448SHSOLE 001448CINTAS CORPCOM172908105891845082SHSOLE 0045082CISCO SYS INCCOM17275R1028087166232SHSOLE 00166232COLGATE PALMOLIVE COCOM194162103149822378SHSOLE 0022378CRYOLIFE INCCOM2289031002767836SHSOLE 007836DOVER CORPCOM260003108352739839SHSOLE 0039839FACEBOOK INCCL A30303M1024002435SHSOLE 002435FACTSET RESH SYS INCCOM30307510518348200SHSOLE 008200FOOT LOCKER INCCOM344849104187936852SHSOLE 0036852GENERAL DYNAMICS CORPCOM369550108218410667SHSOLE 0010667GENERAL MLS INCCOM370334104140132647SHSOLE 0032647GILEAD SCIENCES INCCOM3755581033985159SHSOLE 005159GRAINGER W W INCCOM384802104383010715SHSOLE 0010715ISHARES TRCORE S&P500 ETF464287200700723936SHSOLE 0023936ISHARES TRCORE US AGGBD ET4642872266966595SHSOLE 006595ISHARES TRS&P 500 GRWT ETF4642873098975061SHSOLE 005061ISHARES TRCORE S&P MCP ETF4642875072411195SHSOLE 001195ISHARES TRS&P MC 400GR ETF464287606285812268SHSOLE 0012268ISHARES TRRUSSELL 2000 ETF4642876553892308SHSOLE 002308ISHARES TRGOV/CRED BD ETF4642885964263875SHSOLE 003875ISHARES TRS&P US PFD STK4642886872797526SHSOLE 007526ISHARES TRCORE HIGH DV ETF46429B6632132356SHSOLE 002356ISHARES TREDGE MSCI USA VL46432F388506557651SHSOLE 0057651ISHARES TRUSA MOMENTUM FCT46432F39611749863SHSOLE 009863ISHARES TRMSCI UK ETF NEW46435G3344625135556SHSOLE 00135556JOHNSON & JOHNSONCOM478160104452032714SHSOLE 0032714JPMORGAN CHASE & COCOM46625H100319828338SHSOLE 0028338KLA-TENCOR CORPCOM482480100151214862SHSOLE 0014862LOWES COS INCCOM548661107725663195SHSOLE 0063195MCDONALDS CORPCOM580135101369822106SHSOLE 0022106MICROSOFT CORPCOM594918104732364026SHSOLE 0064026NETAPP INCCOM64110D1043814439SHSOLE 004439PEPSICO INCCOM713448108200717948SHSOLE 0017948PIMCO ETF TRACTIVE BD ETF72201R7752232176SHSOLE 002176QUEST DIAGNOSTICS INCCOM74834L100213719799SHSOLE 0019799ROYAL CARIBBEAN CRUISES LTDCOMV7780T103163312567SHSOLE 0012567SELECT SECTOR SPDR TRTECHNOLOGY81369Y803483664193SHSOLE 0064193SEMPRA ENERGYCOM816851109219119262SHSOLE 0019262SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X509139740108SHSOLE 0040108SPDR S&P 500 ETF TRTR UNIT78462F10316375632SHSOLE 005632SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1075271434SHSOLE 001434SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A3593025604SHSOLE 005604SYSCO CORPCOM871829107308842151SHSOLE 0042151TEXAS PAC LD TRSUB CTF PROP I T882610108539625SHSOLE 00625TJX COS INC NEWCOM872540109220519681SHSOLE 0019681TYSON FOODS INCCL A902494103196332977SHSOLE 0032977UNITED TECHNOLOGIES CORPCOM913017109216315470SHSOLE 0015470UNITEDHEALTH GROUP INCCOM91324P102880133081SHSOLE 0033081VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J4072775071SHSOLE 005071VANGUARD GROUPDIV APP ETF92190884411905107540SHSOLE 00107540VANGUARD INDEX FDSSM CP VAL ETF922908611517137103SHSOLE 0037103VANGUARD INDEX FDSMID CAP ETF9229086293602194SHSOLE 002194VANGUARD INDEX FDSGROWTH ETF9229087366413983SHSOLE 003983VANGUARD INDEX FDSVALUE ETF9229087447306600SHSOLE 006600VANGUARD INDEX FDSSMALL CP ETF9229087519956118SHSOLE 006118VANGUARD INDEX FDSTOTAL STK MKT9229087693862580SHSOLE 002580VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277562912086SHSOLE 0012086VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285855913628SHSOLE 0013628VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093915006SHSOLE 005006VANGUARD STAR FDVG TL INTL STK F9219097683857128SHSOLE 007128VANGUARD WORLD FDSFINANCIALS ETF92204A40570010096SHSOLE 0010096VANGUARD WORLD FDSHEALTH CAR ETF92204A504393721820SHSOLE 0021820VANGUARD WORLD FDSINDUSTRIAL ETF92204A603195613242SHSOLE 0013242VERISK ANALYTICS INCCOM92345Y1062582141SHSOLE 002141VISA INCCOM CL A92826C8392091392SHSOLE 001392W P CAREY INCCOM92936U109247238444SHSOLE 0038444WISDOMTREE TRUS MIDCAP DIVID97717W5055092138059SHSOLE 00138059