The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL C | 02079K107 | 3,743 | 3,190 | SH | SOLE | 0 | 0 | 3,190 | ||
ALTRIA GROUP INC | COM | 02209S103 | 987 | 17,187 | SH | SOLE | 0 | 0 | 17,187 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 825 | 9,822 | SH | SOLE | 0 | 0 | 9,822 | ||
ANTHEM INC | COM | 036752103 | 2,544 | 8,866 | SH | SOLE | 0 | 0 | 8,866 | ||
APPLE INC | COM | 037833100 | 3,563 | 18,757 | SH | SOLE | 0 | 0 | 18,757 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 1,080 | 6,549 | SH | SOLE | 0 | 0 | 6,549 | ||
BANK AMER CORP | COM | 060505104 | 735 | 26,648 | SH | SOLE | 0 | 0 | 26,648 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 11,874 | 59,105 | SH | SOLE | 0 | 0 | 59,105 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 2,109 | 7 | SH | SOLE | 0 | 0 | 7 | ||
BP PLC | SPONSORED ADR | 055622104 | 2,224 | 50,858 | SH | SOLE | 0 | 0 | 50,858 | ||
CATERPILLAR INC DEL | COM | 149123101 | 219 | 1,614 | SH | SOLE | 0 | 0 | 1,614 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 3,338 | 9,622 | SH | SOLE | 0 | 0 | 9,622 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,133 | 9,195 | SH | SOLE | 0 | 0 | 9,195 | ||
CISCO SYS INC | COM | 17275R102 | 2,363 | 43,760 | SH | SOLE | 0 | 0 | 43,760 | ||
CITIGROUP INC | COM NEW | 172967424 | 754 | 12,117 | SH | SOLE | 0 | 0 | 12,117 | ||
COMCAST CORP NEW | CL A | 20030N101 | 2,280 | 57,034 | SH | SOLE | 0 | 0 | 57,034 | ||
CONCHO RES INC | COM | 20605P101 | 642 | 5,788 | SH | SOLE | 0 | 0 | 5,788 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 2,996 | 23,409 | SH | SOLE | 0 | 0 | 23,409 | ||
DANAHER CORPORATION | COM | 235851102 | 325 | 2,458 | SH | SOLE | 0 | 0 | 2,458 | ||
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 785 | 4,798 | SH | SOLE | 0 | 0 | 4,798 | ||
EOG RES INC | COM | 26875P101 | 681 | 7,158 | SH | SOLE | 0 | 0 | 7,158 | ||
FACEBOOK INC | CL A | 30303M102 | 2,035 | 12,209 | SH | SOLE | 0 | 0 | 12,209 | ||
FORTIVE CORP | COM | 34959J108 | 261 | 3,115 | SH | SOLE | 0 | 0 | 3,115 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,619 | 13,639 | SH | SOLE | 0 | 0 | 13,639 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 746 | 67,494 | SH | SOLE | 0 | 0 | 67,494 | ||
HILL ROM HLDGS INC | COM | 431475102 | 1,556 | 14,700 | SH | SOLE | 0 | 0 | 14,700 | ||
HILLENBRAND INC | COM | 431571108 | 435 | 10,466 | SH | SOLE | 0 | 0 | 10,466 | ||
ISHARES TR | MSCI INDIA ETF | 46429B598 | 1,097 | 31,126 | SH | SOLE | 0 | 0 | 31,126 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 391 | 6,028 | SH | SOLE | 0 | 0 | 6,028 | ||
JOHNSON & JOHNSON | COM | 478160104 | 3,307 | 23,662 | SH | SOLE | 0 | 0 | 23,662 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 457 | 4,515 | SH | SOLE | 0 | 0 | 4,515 | ||
LILLY ELI & CO | COM | 532457108 | 752 | 5,794 | SH | SOLE | 0 | 0 | 5,794 | ||
MCDONALDS CORP | COM | 580135101 | 2,542 | 13,384 | SH | SOLE | 0 | 0 | 13,384 | ||
MERCK & CO INC | COM | 58933Y105 | 1,105 | 13,283 | SH | SOLE | 0 | 0 | 13,283 | ||
MICROSOFT CORP | COM | 594918104 | 3,950 | 33,492 | SH | SOLE | 0 | 0 | 33,492 | ||
PFIZER INC | COM | 717081103 | 1,659 | 39,073 | SH | SOLE | 0 | 0 | 39,073 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 1,305 | 14,767 | SH | SOLE | 0 | 0 | 14,767 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 272 | 2,614 | SH | SOLE | 0 | 0 | 2,614 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 1,576 | 25,178 | SH | SOLE | 0 | 0 | 25,178 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 9,256 | 184,418 | SH | SOLE | 0 | 0 | 184,418 | ||
SCHWAB STRATEGIC TR | INTRM TRM TRES | 808524854 | 2,903 | 53,974 | SH | SOLE | 0 | 0 | 53,974 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 254 | 4,900 | SH | SOLE | 0 | 0 | 4,900 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 754 | 10,194 | SH | SOLE | 0 | 0 | 10,194 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 565 | 6,160 | SH | SOLE | 0 | 0 | 6,160 | ||
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 503 | 19,582 | SH | SOLE | 0 | 0 | 19,582 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 343 | 3,015 | SH | SOLE | 0 | 0 | 3,015 | ||
SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 337 | 7,198 | SH | SOLE | 0 | 0 | 7,198 | ||
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 310 | 4,136 | SH | SOLE | 0 | 0 | 4,136 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 262 | 4,665 | SH | SOLE | 0 | 0 | 4,665 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 1,386 | 11,361 | SH | SOLE | 0 | 0 | 11,361 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 12,272 | 43,444 | SH | SOLE | 0 | 0 | 43,444 | ||
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 11,145 | 121,675 | SH | SOLE | 0 | 0 | 121,675 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 2,801 | 11,328 | SH | SOLE | 0 | 0 | 11,328 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 4,577 | 56,377 | SH | SOLE | 0 | 0 | 56,377 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 275 | 1,059 | SH | SOLE | 0 | 0 | 1,059 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 3,715 | 46,578 | SH | SOLE | 0 | 0 | 46,578 | ||
VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | 92206C771 | 1,232 | 23,523 | SH | SOLE | 0 | 0 | 23,523 | ||
WALMART INC | COM | 931142103 | 2,125 | 21,784 | SH | SOLE | 0 | 0 | 21,784 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 2,031 | 19,547 | SH | SOLE | 0 | 0 | 19,547 | ||
WEYERHAEUSER CO | COM | 962166104 | 767 | 29,101 | SH | SOLE | 0 | 0 | 29,101 |