0001221073-21-000001.txt : 20210128 0001221073-21-000001.hdr.sgml : 20210128 20210127174938 ACCESSION NUMBER: 0001221073-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210128 DATE AS OF CHANGE: 20210127 EFFECTIVENESS DATE: 20210128 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: 21561197 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 12-31-2020 12-31-2020 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 01-25-2021 0 118 339727 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 1274 7286 SH SOLE 0 0 7286 ABBOTT LABS COM 002824100 1486 13574 SH SOLE 0 0 13574 ABBVIE INC COM 00287Y109 2187 20407 SH SOLE 0 0 20407 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 277 1191 SH SOLE 0 0 1191 ALLSTATE CORP COM 020002101 1389 12635 SH SOLE 0 0 12635 ALPHABET INC CAP STK CL A 02079K305 347 198 SH SOLE 0 0 198 ALPHABET INC CAP STK CL C 02079K107 482 275 SH SOLE 0 0 275 AMAZON COM INC COM 023135106 928 285 SH SOLE 0 0 285 APPLE INC COM 037833100 36459 274766 SH SOLE 0 0 274766 ATLAS AIR WORLDWIDE HLDGS IN NOTE 1.875% 6/0 049164BJ4 28 25000 PRN SOLE 0 0 25000 BECTON DICKINSON & CO COM 075887109 4322 17274 SH SOLE 0 0 17274 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 304 1311 SH SOLE 0 0 1311 BK OF AMERICA CORP COM 060505104 1294 42680 SH SOLE 0 0 42680 BLACKROCK INC COM 09247X101 5005 6936 SH SOLE 0 0 6936 BRISTOL-MYERS SQUIBB CO COM 110122108 2946 47495 SH SOLE 0 0 47495 BROADCOM INC COM 11135F101 2088 4769 SH SOLE 0 0 4769 CINTAS CORP COM 172908105 9459 26762 SH SOLE 0 0 26762 CISCO SYS INC COM 17275R102 7415 165694 SH SOLE 0 0 165694 COLGATE PALMOLIVE CO COM 194162103 1595 18649 SH SOLE 0 0 18649 COSTCO WHSL CORP NEW COM 22160K105 273 724 SH SOLE 0 0 724 CSX CORP COM 126408103 1712 18861 SH SOLE 0 0 18861 CUMMINS INC COM 231021106 1366 6016 SH SOLE 0 0 6016 CVS HEALTH CORP COM 126650100 1789 26198 SH SOLE 0 0 26198 D R HORTON INC COM 23331A109 1065 15457 SH SOLE 0 0 15457 DOVER CORP COM 260003108 3524 27916 SH SOLE 0 0 27916 FACEBOOK INC CL A 30303M102 486 1779 SH SOLE 0 0 1779 FMC CORP COM NEW 302491303 628 5460 SH SOLE 0 0 5460 GARMIN LTD SHS H2906T109 1308 10927 SH SOLE 0 0 10927 GARTNER INC COM 366651107 201 1253 SH SOLE 0 0 1253 GENERAL DYNAMICS CORP COM 369550108 2830 19013 SH SOLE 0 0 19013 GENERAL MLS INC COM 370334104 2153 36615 SH SOLE 0 0 36615 GRAINGER W W INC COM 384802104 2749 6732 SH SOLE 0 0 6732 HOME DEPOT INC COM 437076102 1285 4836 SH SOLE 0 0 4836 HONEYWELL INTL INC COM 438516106 1614 7587 SH SOLE 0 0 7587 INTEL CORP COM 458140100 253 5085 SH SOLE 0 0 5085 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 203 7252 SH SOLE 0 0 7252 INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 46137V506 784 23848 SH SOLE 0 0 23848 INVESCO QQQ TR UNIT SER 1 46090E103 636 2027 SH SOLE 0 0 2027 ISHARES TR 1 3 YR TREAS BD 464287457 2876 33289 SH SOLE 0 0 33289 ISHARES TR CALIF MUN BD ETF 464288356 17428 277390 SH SOLE 0 0 277390 ISHARES TR CORE DIV GRWTH 46434V621 280 6257 SH SOLE 0 0 6257 ISHARES TR CORE MSCI EAFE 46432F842 5784 83714 SH SOLE 0 0 83714 ISHARES TR CORE S&P MCP ETF 464287507 644 2802 SH SOLE 0 0 2802 ISHARES TR CORE S&P SCP ETF 464287804 6266 68187 SH SOLE 0 0 68187 ISHARES TR CORE S&P US VLU 464287663 2674 43004 SH SOLE 0 0 43004 ISHARES TR CORE S&P500 ETF 464287200 10669 28421 SH SOLE 0 0 28421 ISHARES TR CORE US AGGBD ET 464287226 1220 10321 SH SOLE 0 0 10321 ISHARES TR EAFE GRWTH ETF 464288885 1240 12286 SH SOLE 0 0 12286 ISHARES TR EXPONENTIAL TECH 46434V381 343 5996 SH SOLE 0 0 5996 ISHARES TR GOV/CRED BD ETF 464288596 482 3826 SH SOLE 0 0 3826 ISHARES TR IBOXX INV CP ETF 464287242 341 2470 SH SOLE 0 0 2470 ISHARES TR MSCI EMG MKT ETF 464287234 2107 40787 SH SOLE 0 0 40787 ISHARES TR MSCI USA VALUE 46432F388 2872 33049 SH SOLE 0 0 33049 ISHARES TR NATIONAL MUN ETF 464288414 4277 36491 SH SOLE 0 0 36491 ISHARES TR PFD AND INCM SEC 464288687 233 6059 SH SOLE 0 0 6059 ISHARES TR RUS MDCP VAL ETF 464287473 424 4378 SH SOLE 0 0 4378 ISHARES TR RUSSELL 2000 ETF 464287655 344 1756 SH SOLE 0 0 1756 ISHARES TR S&P 500 GRWT ETF 464287309 334 5240 SH SOLE 0 0 5240 ISHARES TR S&P MC 400GR ETF 464287606 3011 41692 SH SOLE 0 0 41692 ISHARES TR SP SMCP600VL ETF 464287879 325 4000 SH SOLE 0 0 4000 JOHNSON & JOHNSON COM 478160104 5190 32976 SH SOLE 0 0 32976 JPMORGAN CHASE & CO COM 46625H100 3296 25941 SH SOLE 0 0 25941 KLA CORP COM NEW 482480100 4343 16776 SH SOLE 0 0 16776 LOWES COS INC COM 548661107 8685 54107 SH SOLE 0 0 54107 MCDONALDS CORP COM 580135101 3466 16154 SH SOLE 0 0 16154 MCKESSON CORP COM 58155Q103 2151 12366 SH SOLE 0 0 12366 MERCK & CO. 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