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 |
3M Company | COM | 88579Y101 | 4,128 | 23,238 | SH | SOLE | 0 | 0 | 23,238 | ||
Abbott Laboratories | COM | 002824100 | 1,053 | 7,479 | SH | SOLE | 0 | 0 | 7,479 | ||
Abbvie Inc | COM | 00287Y109 | 6,704 | 49,512 | SH | SOLE | 0 | 0 | 49,512 | ||
Accenture | COM | G1151C101 | 1,036 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
Adobe Systems | COM | 00724F101 | 249 | 439 | SH | SOLE | 0 | 0 | 439 | ||
Allstate | COM | 020002101 | 1,590 | 13,511 | SH | SOLE | 0 | 0 | 13,511 | ||
Alphabet (Google) A | COM | 02079K305 | 9,902 | 3,418 | SH | SOLE | 0 | 0 | 3,418 | ||
Alphabet (Google) C | COM | 02079K107 | 1,678 | 580 | SH | SOLE | 0 | 0 | 580 | ||
Amazon | COM | 023135106 | 2,197 | 659 | SH | SOLE | 0 | 0 | 659 | ||
American Express | COM | 025816109 | 3,964 | 24,230 | SH | SOLE | 0 | 0 | 24,230 | ||
American Tower Corp REIT | COM | 03027X100 | 1,759 | 6,015 | SH | SOLE | 0 | 0 | 6,015 | ||
American Water Works | COM | 030420103 | 348 | 1,840 | SH | SOLE | 0 | 0 | 1,840 | ||
Amgen | COM | 031162100 | 5,605 | 24,913 | SH | SOLE | 0 | 0 | 24,913 | ||
Anheuser Busch | COM | 03524A108 | 1,352 | 22,332 | SH | SOLE | 0 | 0 | 22,332 | ||
Apple | COM | 037833100 | 7,872 | 44,331 | SH | SOLE | 0 | 0 | 44,331 | ||
AT&T | COM | 00206R102 | 3,190 | 129,677 | SH | SOLE | 0 | 0 | 129,677 | ||
Auto Data Processing | COM | 053015103 | 340 | 1,377 | SH | SOLE | 0 | 0 | 1,377 | ||
Avalonbay Community | COM | 053484101 | 3,875 | 15,341 | SH | SOLE | 0 | 0 | 15,341 | ||
Bank of America | COM | 060505104 | 4,305 | 96,773 | SH | SOLE | 0 | 0 | 96,773 | ||
Bank of Hawaii | COM | 062540109 | 218 | 2,600 | SH | SOLE | 0 | 0 | 2,600 | ||
Bank of NY Mellon | COM | 064058100 | 3,462 | 59,602 | SH | SOLE | 0 | 0 | 59,602 | ||
Berkshire Hathaway Cl A | COM | 084670108 | 451 | 1 | SH | SOLE | 0 | 0 | 1 | ||
Berkshire Hathaway Cl B | COM | 084670702 | 655 | 2,192 | SH | SOLE | 0 | 0 | 2,192 | ||
Blackrock | COM | 09247X101 | 279 | 305 | SH | SOLE | 0 | 0 | 305 | ||
Blackstone Group Inc | COM | 09260D107 | 364 | 2,815 | SH | SOLE | 0 | 0 | 2,815 | ||
Boston Properties | COM | 101121101 | 3,352 | 29,104 | SH | SOLE | 0 | 0 | 29,104 | ||
Bristol-Myers Squibb | COM | 110122108 | 2,093 | 33,569 | SH | SOLE | 0 | 0 | 33,569 | ||
Broadcom | COM | 11135F101 | 2,179 | 3,274 | SH | SOLE | 0 | 0 | 3,274 | ||
California Bancorp | COM | 13005U101 | 326 | 15,374 | SH | SOLE | 0 | 0 | 15,374 | ||
Capital One Financial | COM | 14040H105 | 535 | 3,689 | SH | SOLE | 0 | 0 | 3,689 | ||
Caterpillar | COM | 149123101 | 703 | 3,400 | SH | SOLE | 0 | 0 | 3,400 | ||
Charles Schwab | COM | 808513105 | 803 | 9,553 | SH | SOLE | 0 | 0 | 9,553 | ||
Chevron | COM | 166764100 | 4,279 | 36,464 | SH | SOLE | 0 | 0 | 36,464 | ||
Cisco Systems | COM | 17275R102 | 4,589 | 72,417 | SH | SOLE | 0 | 0 | 72,417 | ||
Coca Cola | COM | 191216100 | 296 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
Cognizant Technology | COM | 192446102 | 2,773 | 31,256 | SH | SOLE | 0 | 0 | 31,256 | ||
Colgate-Palmolive | COM | 194162103 | 1,666 | 19,527 | SH | SOLE | 0 | 0 | 19,527 | ||
ConocoPhillips | COM | 20825C104 | 456 | 6,316 | SH | SOLE | 0 | 0 | 6,316 | ||
Costco | COM | 22160K105 | 5,387 | 9,489 | SH | SOLE | 0 | 0 | 9,489 | ||
Cummins Inc | COM | 231021106 | 458 | 2,100 | SH | SOLE | 0 | 0 | 2,100 | ||
CVS Health | COM | 126650100 | 5,554 | 53,840 | SH | SOLE | 0 | 0 | 53,840 | ||
Denali Therapeutics | COM | 24823R105 | 1,247 | 27,967 | SH | SOLE | 0 | 0 | 27,967 | ||
Diageo | COM | 25243Q205 | 418 | 1,900 | SH | SOLE | 0 | 0 | 1,900 | ||
Digital Realty Trust | COM | 253868103 | 2,931 | 16,571 | SH | SOLE | 0 | 0 | 16,571 | ||
Emerson Electric | COM | 291011104 | 2,365 | 25,442 | SH | SOLE | 0 | 0 | 25,442 | ||
Essex Property | COM | 297178105 | 593 | 1,684 | SH | SOLE | 0 | 0 | 1,684 | ||
Exxon Mobil | COM | 30231G102 | 2,449 | 40,016 | SH | SOLE | 0 | 0 | 40,016 | ||
Facebook Inc Class A | COM | 30303M102 | 203 | 604 | SH | SOLE | 0 | 0 | 604 | ||
FedEx | COM | 31428X106 | 5,853 | 22,630 | SH | SOLE | 0 | 0 | 22,630 | ||
Five9 Inc | COM | 338307101 | 396 | 2,885 | SH | SOLE | 0 | 0 | 2,885 | ||
General Dynamics | COM | 369550108 | 562 | 2,695 | SH | SOLE | 0 | 0 | 2,695 | ||
Global Payments Inc | COM | 37940X102 | 2,303 | 17,040 | SH | SOLE | 0 | 0 | 17,040 | ||
Goldman Sachs | COM | 38141G104 | 2,783 | 7,275 | SH | SOLE | 0 | 0 | 7,275 | ||
Healthpeak Properties Inc | COM | 42250P103 | 3,330 | 92,282 | SH | SOLE | 0 | 0 | 92,282 | ||
Home Depot | COM | 437076102 | 4,058 | 9,778 | SH | SOLE | 0 | 0 | 9,778 | ||
Honeywell | COM | 438516106 | 250 | 1,200 | SH | SOLE | 0 | 0 | 1,200 | ||
HP Inc. | COM | 40434L105 | 630 | 16,712 | SH | SOLE | 0 | 0 | 16,712 | ||
Intel | COM | 458140100 | 4,555 | 88,446 | SH | SOLE | 0 | 0 | 88,446 | ||
Intuit Inc | COM | 461202103 | 920 | 1,430 | SH | SOLE | 0 | 0 | 1,430 | ||
Invesco DWA Basic Mat Momentum | COM | 46137V704 | 1,045 | 11,050 | SH | SOLE | 0 | 0 | 11,050 | ||
Invesco QQQ Trust | COM | 46090E103 | 1,042 | 2,618 | SH | SOLE | 0 | 0 | 2,618 | ||
Invesco Taxable Muni | COM | 46138G805 | 241 | 7,300 | SH | SOLE | 0 | 0 | 7,300 | ||
iRobot Corp | COM | 462726100 | 229 | 3,483 | SH | SOLE | 0 | 0 | 3,483 | ||
iShares Core MSCI EAFE | COM | 46432F842 | 9,413 | 126,110 | SH | SOLE | 0 | 0 | 126,110 | ||
iShares Core MSCI Emerging Markets | COM | 46434G103 | 6,459 | 107,894 | SH | SOLE | 0 | 0 | 107,894 | ||
iShares Dow Jones US Tech Sector | COM | 464287721 | 4,911 | 42,772 | SH | SOLE | 0 | 0 | 42,772 | ||
iShares MSCI EAFE | COM | 464287465 | 4,129 | 52,472 | SH | SOLE | 0 | 0 | 52,472 | ||
iShares Russell 1000 | COM | 464287622 | 709 | 2,681 | SH | SOLE | 0 | 0 | 2,681 | ||
iShares Russell 2000 | COM | 464287655 | 725 | 3,257 | SH | SOLE | 0 | 0 | 3,257 | ||
iShares Russell 2000 Value | COM | 464287630 | 14,257 | 85,862 | SH | SOLE | 0 | 0 | 85,862 | ||
iShares S&P 100 ETF | COM | 464287101 | 789 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
iShares S&P 500 | COM | 464287200 | 2,811 | 5,893 | SH | SOLE | 0 | 0 | 5,893 | ||
iShares S&P Midcap | COM | 464287507 | 534 | 1,886 | SH | SOLE | 0 | 0 | 1,886 | ||
iShares S&P Small Cap | COM | 464287804 | 296 | 2,582 | SH | SOLE | 0 | 0 | 2,582 | ||
iShares Short-Term Corp Bond ETF | COM | 464288646 | 10,163 | 188,626 | SH | SOLE | 0 | 0 | 188,626 | ||
iShares Small Cap Value | COM | 464287879 | 1,145 | 10,959 | SH | SOLE | 0 | 0 | 10,959 | ||
Johnson & Johnson | COM | 478160104 | 7,920 | 46,296 | SH | SOLE | 0 | 0 | 46,296 | ||
JP Morgan Chase | COM | 46625H100 | 6,489 | 40,981 | SH | SOLE | 0 | 0 | 40,981 | ||
Lab Corp of America | COM | 50540R409 | 5,633 | 17,927 | SH | SOLE | 0 | 0 | 17,927 | ||
Lowe's | COM | 548661107 | 508 | 1,965 | SH | SOLE | 0 | 0 | 1,965 | ||
Mastercard Inc | COM | 57636Q104 | 4,732 | 13,168 | SH | SOLE | 0 | 0 | 13,168 | ||
Matson Inc. | COM | 57686G105 | 1,479 | 16,426 | SH | SOLE | 0 | 0 | 16,426 | ||
Mc Donald's Corp | COM | 580135101 | 737 | 2,750 | SH | SOLE | 0 | 0 | 2,750 | ||
Medtronic | COM | G5960L103 | 2,456 | 23,740 | SH | SOLE | 0 | 0 | 23,740 | ||
Merck | COM | 58933Y105 | 507 | 6,615 | SH | SOLE | 0 | 0 | 6,615 | ||
Microsoft | COM | 594918104 | 11,425 | 33,971 | SH | SOLE | 0 | 0 | 33,971 | ||
Mid America Apartment Co | COM | 59522J103 | 555 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | ||
Mid Cap SPDR's | COM | 78467Y107 | 256 | 494 | SH | SOLE | 0 | 0 | 494 | ||
National Retail Properties | COM | 637417106 | 451 | 9,375 | SH | SOLE | 0 | 0 | 9,375 | ||
Netflix | COM | 64110L106 | 252 | 418 | SH | SOLE | 0 | 0 | 418 | ||
NextEra Energy | COM | 65339F101 | 373 | 3,996 | SH | SOLE | 0 | 0 | 3,996 | ||
Nike | COM | 654106103 | 2,950 | 17,700 | SH | SOLE | 0 | 0 | 17,700 | ||
Oracle | COM | 68389X105 | 5,902 | 67,680 | SH | SOLE | 0 | 0 | 67,680 | ||
Otis Worldwide Corp | COM | 68902V107 | 368 | 4,225 | SH | SOLE | 0 | 0 | 4,225 | ||
Pepsico | COM | 713448108 | 5,602 | 32,247 | SH | SOLE | 0 | 0 | 32,247 | ||
Pfizer | COM | 717081103 | 3,062 | 51,857 | SH | SOLE | 0 | 0 | 51,857 | ||
Powershares Water Resources | COM | 46137V142 | 1,080 | 17,758 | SH | SOLE | 0 | 0 | 17,758 | ||
Procter & Gamble | COM | 742718109 | 7,983 | 48,804 | SH | SOLE | 0 | 0 | 48,804 | ||
Public Storage | COM | 74460D109 | 3,684 | 9,836 | SH | SOLE | 0 | 0 | 9,836 | ||
Raytheon Technologies Co | COM | 75513E101 | 5,059 | 58,779 | SH | SOLE | 0 | 0 | 58,779 | ||
Realty Income Corp | COM | 756109104 | 4,058 | 56,689 | SH | SOLE | 0 | 0 | 56,689 | ||
Royal Dutch Shell | COM | 780259206 | 2,402 | 55,350 | SH | SOLE | 0 | 0 | 55,350 | ||
S&P SPDR's | COM | 78462F103 | 964 | 2,029 | SH | SOLE | 0 | 0 | 2,029 | ||
Schwab US Dividend | COM | 808524797 | 237 | 2,928 | SH | SOLE | 0 | 0 | 2,928 | ||
Schwab US TIPS ETF | COM | 808524870 | 785 | 12,481 | SH | SOLE | 0 | 0 | 12,481 | ||
Simon Property Group | COM | 828806109 | 3,657 | 22,888 | SH | SOLE | 0 | 0 | 22,888 | ||
Southwest Airlines Co | COM | 844741108 | 2,259 | 52,731 | SH | SOLE | 0 | 0 | 52,731 | ||
SPDR Dow Jones Ind Average ETF | COM | 78467X109 | 202 | 557 | SH | SOLE | 0 | 0 | 557 | ||
SPDR Healthcare Select | COM | 81369Y209 | 229 | 1,625 | SH | SOLE | 0 | 0 | 1,625 | ||
SPDR S&P 500 Growth ETF | COM | 78464A409 | 251 | 3,468 | SH | SOLE | 0 | 0 | 3,468 | ||
Stag Industrial Inc | COM | 85254J102 | 386 | 8,050 | SH | SOLE | 0 | 0 | 8,050 | ||
Stryker | COM | 863667101 | 4,648 | 17,381 | SH | SOLE | 0 | 0 | 17,381 | ||
Target | COM | 87612E106 | 6,478 | 27,990 | SH | SOLE | 0 | 0 | 27,990 | ||
Tesla Motors | COM | 88160R101 | 2,818 | 2,667 | SH | SOLE | 0 | 0 | 2,667 | ||
TJX Companies | COM | 872540109 | 1,450 | 19,100 | SH | SOLE | 0 | 0 | 19,100 | ||
Union Pacific | COM | 907818108 | 1,766 | 7,010 | SH | SOLE | 0 | 0 | 7,010 | ||
UnitedHealth Group | COM | 91324P102 | 292 | 581 | SH | SOLE | 0 | 0 | 581 | ||
US Bancorp | COM | 902973304 | 817 | 14,550 | SH | SOLE | 0 | 0 | 14,550 | ||
Vanguard 500 Index ETF | COM | 922908363 | 3,766 | 8,626 | SH | SOLE | 0 | 0 | 8,626 | ||
Vanguard Emerging Markets | COM | 922042858 | 6,775 | 136,973 | SH | SOLE | 0 | 0 | 136,973 | ||
Vanguard REIT | COM | 922908553 | 3,880 | 33,444 | SH | SOLE | 0 | 0 | 33,444 | ||
Vanguard Short-Term Bond Idx ETF | COM | 921937827 | 9,669 | 119,624 | SH | SOLE | 0 | 0 | 119,624 | ||
Vanguard Total Stock Market | COM | 922908769 | 1,875 | 7,766 | SH | SOLE | 0 | 0 | 7,766 | ||
Verizon | COM | 92343V104 | 3,766 | 72,475 | SH | SOLE | 0 | 0 | 72,475 | ||
Visa | COM | 92826C839 | 6,532 | 30,142 | SH | SOLE | 0 | 0 | 30,142 | ||
Wal-Mart | COM | 931142103 | 289 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
Walt Disney | COM | 254687106 | 3,756 | 24,252 | SH | SOLE | 0 | 0 | 24,252 | ||
Wells Fargo | COM | 949746101 | 4,359 | 90,861 | SH | SOLE | 0 | 0 | 90,861 |