0001221073-20-000114.txt : 20200721 0001221073-20-000114.hdr.sgml : 20200721 20200721171344 ACCESSION NUMBER: 0001221073-20-000114 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200721 DATE AS OF CHANGE: 20200721 EFFECTIVENESS DATE: 20200721 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: 201039505 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 false false 0001599212 XXXXXXXX 06-30-2020 06-30-2020 false 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 07-17-2020 0 108 278941 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 907 13520 SH SOLE 0 0 13520 LOWES COS INC COM 548661107 7751 57362 SH SOLE 0 0 57362 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 18536 158183 SH SOLE 0 0 158183 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 402 4861 SH SOLE 0 0 4861 RAYTHEON TECHNOLOGIES CORP COM 75513E101 4712 76474 SH SOLE 0 0 76474 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3937 161683 SH SOLE 0 0 161683 VANGUARD INDEX FDS GROWTH ETF 922908736 1869 9247 SH SOLE 0 0 9247 DOVER CORP COM 260003108 3346 34649 SH SOLE 0 0 34649 ISHARES TR RUS MDCP VAL ETF 464287473 335 4378 SH SOLE 0 0 4378 PEPSICO INC COM 713448108 2235 16902 SH SOLE 0 0 16902 AMAZON COM INC COM 023135106 1029 373 SH SOLE 0 0 373 WP CAREY INC COM 92936U109 2691 39777 SH SOLE 0 0 39777 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 278 1556 SH SOLE 0 0 1556 VANGUARD INDEX FDS SMALL CP ETF 922908751 4320 29648 SH SOLE 0 0 29648 SYSCO CORP COM 871829107 2697 49340 SH SOLE 0 0 49340 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3489 56093 SH SOLE 0 0 56093 GARMIN LTD SHS H2906T109 689 7066 SH SOLE 0 0 7066 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1849 6522 SH SOLE 0 0 6522 CISCO SYS INC COM 17275R102 7653 164083 SH SOLE 0 0 164083 STARBUCKS CORP COM 855244109 292 3972 SH SOLE 0 0 3972 ISHARES TR PFD AND INCM SEC 464288687 210 6059 SH SOLE 0 0 6059 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 269 1247 SH SOLE 0 0 1247 SPDR SER TR S&P 600 SMCP GRW 78464A201 288 5080 SH SOLE 0 0 5080 ISHARES TR IBOXX INV CP ETF 464287242 340 2530 SH SOLE 0 0 2530 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 388 1197 SH SOLE 0 0 1197 MEDTRONIC PLC SHS G5960L103 778 8480 SH SOLE 0 0 8480 ISHARES TR RUSSELL 2000 ETF 464287655 317 2215 SH SOLE 0 0 2215 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3991 77122 SH SOLE 0 0 77122 MICROSOFT CORP COM 594918104 11950 58718 SH SOLE 0 0 58718 CUMMINS INC COM 231021106 655 3782 SH SOLE 0 0 3782 ABBOTT LABS COM 002824100 855 9347 SH SOLE 0 0 9347 VANGUARD INDEX FDS VALUE ETF 922908744 235 2357 SH SOLE 0 0 2357 VANGUARD INDEX FDS TOTAL STK MKT 922908769 625 3993 SH SOLE 0 0 3993 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3844 19952 SH SOLE 0 0 19952 ISHARES TR SP SMCP600VL ETF 464287879 241 2000 SH SOLE 0 0 2000 SPDR SER TR BLMBRG BRC CNVRT 78464A359 316 5227 SH SOLE 0 0 5227 TYSON FOODS INC CL A 902494103 1612 27000 SH SOLE 0 0 27000 ISHARES TR CORE MSCI EAFE 46432F842 4783 83676 SH SOLE 0 0 83676 INTERPUBLIC GROUP COS INC COM 460690100 1185 69075 SH SOLE 0 0 69075 ISHARES TR NATIONAL MUN ETF 464288414 4255 36870 SH SOLE 0 0 36870 FACEBOOK INC CL A 30303M102 495 2182 SH SOLE 0 0 2182 SPDR S&P 500 ETF TR TR UNIT 78462F103 1945 6307 SH SOLE 0 0 6307 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6306 211965 SH SOLE 0 0 211965 INTEL CORP COM 458140100 334 5585 SH SOLE 0 0 5585 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1128 17269 SH SOLE 0 0 17269 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 698 17615 SH SOLE 0 0 17615 ISHARES TR EXPONENTIAL TECH 46434V381 280 6284 SH SOLE 0 0 6284 ISHARES TR GOV/CRED BD ETF 464288596 479 3826 SH SOLE 0 0 3826 CVS HEALTH CORP COM 126650100 767 11801 SH SOLE 0 0 11801 PHILLIPS 66 COM 718546104 1236 17191 SH SOLE 0 0 17191 ISHARES TR 1 3 YR TREAS BD 464287457 992 11449 SH SOLE 0 0 11449 ISHARES TR USA MOMENTUM FCT 46432F396 1041 7946 SH SOLE 0 0 7946 MCDONALDS CORP COM 580135101 3700 20058 SH SOLE 0 0 20058 COLGATE PALMOLIVE CO COM 194162103 1384 18893 SH SOLE 0 0 18893 GILEAD SCIENCES INC COM 375558103 297 3859 SH SOLE 0 0 3859 NORTHROP GRUMMAN CORP COM 666807102 757 2463 SH SOLE 0 0 2463 ALPHABET INC CAP STK CL A 02079K305 313 221 SH SOLE 0 0 221 HOME DEPOT INC COM 437076102 876 3496 SH SOLE 0 0 3496 3M CO COM 88579Y101 764 4899 SH SOLE 0 0 4899 QUALCOMM INC COM 747525103 1638 17955 SH SOLE 0 0 17955 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1739 23746 SH SOLE 0 0 23746 ISHARES TR CORE US AGGBD ET 464287226 1216 10286 SH SOLE 0 0 10286 ISHARES TR CORE DIV GRWTH 46434V621 235 6257 SH SOLE 0 0 6257 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 627 13176 SH SOLE 0 0 13176 ISHARES TR EDGE MSCI USA VL 46432F388 2623 36286 SH SOLE 0 0 36286 COSTCO WHSL CORP NEW COM 22160K105 248 819 SH SOLE 0 0 819 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2243 67050 SH SOLE 0 0 67050 ISHARES TR CORE S&P US VLU 464287663 3600 68932 SH SOLE 0 0 68932 BLACKROCK INC COM 09247X101 3675 6754 SH SOLE 0 0 6754 BECTON DICKINSON & CO COM 075887109 5561 23241 SH SOLE 0 0 23241 VISA INC COM CL A 92826C839 1342 6946 SH SOLE 0 0 6946 UNITEDHEALTH GROUP INC COM 91324P102 9293 31509 SH SOLE 0 0 31509 STEEL DYNAMICS INC COM 858119100 1178 45156 SH SOLE 0 0 45156 ALPHABET INC CAP STK CL C 02079K107 386 273 SH SOLE 0 0 273 GENERAL MLS INC COM 370334104 2137 34667 SH SOLE 0 0 34667 ISHARES TR CORE 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922908611 751 7028 SH SOLE 0 0 7028 ISHARES TR CORE S&P SCP ETF 464287804 3608 52833 SH SOLE 0 0 52833 GRAINGER W W INC COM 384802104 2777 8840 SH SOLE 0 0 8840 VANGUARD INDEX FDS MID CAP ETF 922908629 286 1744 SH SOLE 0 0 1744 ISHARES TR CORE S&P MCP ETF 464287507 471 2650 SH SOLE 0 0 2650 ISHARES TR MSCI EMG MKT ETF 464287234 2061 51535 SH SOLE 0 0 51535 HONEYWELL INTL INC COM 438516106 838 5797 SH SOLE 0 0 5797 ROSS STORES INC COM 778296103 950 11147 SH SOLE 0 0 11147 ISHARES TR CALIF MUN BD ETF 464288356 19870 319657 SH SOLE 0 0 319657 ISHARES TR EAFE GRWTH ETF 464288885 1162 13980 SH SOLE 0 0 13980 ISHARES TR S&P MC 400GR ETF 464287606 2426 10830 SH SOLE 0 0 10830 INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 46137V506 716 25398 SH SOLE 0 0 25398 NLIGHT INC COM 65487K100 445 20000 SH SOLE 0 0 20000 TEXAS PAC LD TR SUB CTF PROP I T 882610108 241 405 SH SOLE 0 0 405 PRICE T ROWE GROUP INC COM 74144T108 588 4764 SH SOLE 0 0 4764 SEMPRA ENERGY COM 816851109 2005 17100 SH SOLE 0 0 17100 JPMORGAN CHASE & CO COM 46625H100 3239 34433 SH SOLE 0 0 34433