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 |
|
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 CO | COM | 88579Y101 | 4,259 | 20,502 | SH | SOLE | NONE | 20,502 | 0 | 0 | |
ABBOTT LABS | COM | 002824100 | 3,685 | 46,100 | SH | SOLE | NONE | 46,100 | 0 | 0 | |
ABBVIE INC | COM | 00287Y109 | 1,643 | 20,388 | SH | SOLE | NONE | 20,388 | 0 | 0 | |
AIR PRODS &CHEMS INC | COM | 009158106 | 3,382 | 17,715 | SH | SOLE | NONE | 17,715 | 0 | 0 | |
APPLE INC | COM | 037833100 | 7,945 | 41,832 | SH | SOLE | NONE | 41,832 | 0 | 0 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 920 | 21,350 | SH | SOLE | NONE | 21,350 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 395 | 12,625 | SH | SOLE | NONE | 12,625 | 0 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 863 | 4,300 | SH | SOLE | NONE | 4,300 | 0 | 0 | |
BECTON DICKINSON &CO | COM | 075887109 | 774 | 3,100 | SH | SOLE | NONE | 3,100 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,191 | 40,778 | SH | SOLE | NONE | 40,778 | 0 | 0 | |
BOEING CO | COM | 097023105 | 3,190 | 8,365 | SH | SOLE | NONE | 8,365 | 0 | 0 | |
CHEVRON CORP NEW | COM | 166764100 | 3,227 | 26,204 | SH | SOLE | NONE | 26,204 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 1,753 | 37,417 | SH | SOLE | NONE | 37,417 | 0 | 0 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,159 | 4,790 | SH | SOLE | NONE | 4,790 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 4,777 | 43,026 | SH | SOLE | NONE | 43,026 | 0 | 0 | |
DOMINION ENERGY INC | COM | 25746U109 | 2,288 | 29,850 | SH | SOLE | NONE | 29,850 | 0 | 0 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 2,641 | 28,950 | SH | SOLE | NONE | 28,950 | 0 | 0 | |
EMERSON ELEC CO | COM | 291011104 | 2,226 | 32,525 | SH | SOLE | NONE | 32,525 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 2,937 | 36,355 | SH | SOLE | NONE | 36,355 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 644 | 3,600 | SH | SOLE | NONE | 3,600 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 325 | 5,000 | SH | SOLE | NONE | 5,000 | 0 | 0 | |
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 1,186 | 28,400 | SH | SOLE | NONE | 28,400 | 0 | 0 | |
HARRIS CORP DEL | COM | 413875105 | 463 | 2,900 | SH | SOLE | NONE | 2,900 | 0 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 1,237 | 16,730 | SH | SOLE | NONE | 16,730 | 0 | 0 | |
HONEYWELL INTL INC | COM | 438516106 | 2,161 | 13,600 | SH | SOLE | NONE | 13,600 | 0 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,660 | 25,500 | SH | SOLE | NONE | 25,500 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 1,381 | 25,719 | SH | SOLE | NONE | 25,719 | 0 | 0 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 815 | 8,228 | SH | SOLE | NONE | 8,228 | 0 | 0 | |
JOHNSON &JOHNSON | COM | 478160104 | 3,638 | 26,028 | SH | SOLE | NONE | 26,028 | 0 | 0 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 711 | 4,650 | SH | SOLE | NONE | 4,650 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 1,689 | 14,327 | SH | SOLE | NONE | 14,327 | 0 | 0 | |
NEXTERA ENERGY INC | COM | 65339F101 | 215 | 1,113 | SH | SOLE | NONE | 1,113 | 0 | 0 | |
NOVO-NORDISK A S | ADR | 670100205 | 674 | 12,900 | SH | SOLE | NONE | 12,900 | 0 | 0 | |
PEOPLES UTAH BANCORP | COM | 712706209 | 800 | 30,355 | SH | SOLE | NONE | 30,355 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 3,394 | 27,696 | SH | SOLE | NONE | 27,696 | 0 | 0 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 4,640 | 44,596 | SH | SOLE | NONE | 44,596 | 0 | 0 | |
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | 3,377 | 50,081 | SH | SOLE | NONE | 50,081 | 0 | 0 | |
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 683 | 11,500 | SH | SOLE | NONE | 11,500 | 0 | 0 | |
SANOFI | SPONSORED ADR | 80105N105 | 1,036 | 23,400 | SH | SOLE | NONE | 23,400 | 0 | 0 | |
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 1,242 | 18,282 | SH | SOLE | NONE | 18,282 | 0 | 0 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 1,043 | 3,021 | SH | SOLE | NONE | 3,021 | 0 | 0 | |
STRYKER CORP | COM | 863667101 | 3,637 | 18,414 | SH | SOLE | NONE | 18,414 | 0 | 0 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 1,939 | 33,600 | SH | SOLE | NONE | 33,600 | 0 | 0 | |
UNION PACIFIC CORP | COM | 907818108 | 4,602 | 27,526 | SH | SOLE | NONE | 27,526 | 0 | 0 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 1,754 | 15,699 | SH | SOLE | NONE | 15,699 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,440 | 11,174 | SH | SOLE | NONE | 11,174 | 0 | 0 | |
VANGUARD GROUP | DIV APP ETF | 921908844 | 273 | 2,494 | SH | SOLE | NONE | 2,494 | 0 | 0 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 7,305 | 54,260 | SH | SOLE | NONE | 54,260 | 0 | 0 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 630 | 15,663 | SH | SOLE | NONE | 15,663 | 0 | 0 | |
VENTAS INC | COM | 92276F100 | 2,198 | 34,450 | SH | SOLE | NONE | 34,450 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,483 | 25,081 | SH | SOLE | NONE | 25,081 | 0 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 2,289 | 29,500 | SH | SOLE | NONE | 29,500 | 0 | 0 | |
ZIONS BANCORPORATION N A | COM | 989701107 | 311 | 6,870 | SH | SOLE | NONE | 6,870 | 0 | 0 |