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 CO | COM | 88579Y101 | 3,406 | 19,650 | SH | SOLE | NONE | 19,650 | 0 | 0 | |
ABBOTT LABS | COM | 002824100 | 4,108 | 48,850 | SH | SOLE | NONE | 48,850 | 0 | 0 | |
ABBVIE INC | COM | 00287Y109 | 1,777 | 24,438 | SH | SOLE | NONE | 24,438 | 0 | 0 | |
AIR PRODS &CHEMS INC | COM | 009158106 | 3,885 | 17,165 | SH | SOLE | NONE | 17,165 | 0 | 0 | |
APPLE INC | COM | 037833100 | 7,923 | 40,032 | SH | SOLE | NONE | 40,032 | 0 | 0 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 1,128 | 27,650 | SH | SOLE | NONE | 27,650 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 423 | 12,625 | SH | SOLE | NONE | 12,625 | 0 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 1,117 | 5,500 | SH | SOLE | NONE | 5,500 | 0 | 0 | |
BECTON DICKINSON &CO | COM | 075887109 | 831 | 3,300 | SH | SOLE | NONE | 3,300 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,863 | 41,578 | SH | SOLE | NONE | 41,578 | 0 | 0 | |
BOEING CO | COM | 097023105 | 3,418 | 9,390 | SH | SOLE | NONE | 9,390 | 0 | 0 | |
CHEVRON CORP NEW | COM | 166764100 | 3,398 | 27,311 | SH | SOLE | NONE | 27,311 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 1,874 | 36,817 | SH | SOLE | NONE | 36,817 | 0 | 0 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,226 | 4,640 | SH | SOLE | NONE | 4,640 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 6,056 | 43,375 | SH | SOLE | NONE | 43,375 | 0 | 0 | |
DOMINION ENERGY INC | COM | 25746U109 | 2,423 | 31,350 | SH | SOLE | NONE | 31,350 | 0 | 0 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 2,920 | 33,100 | SH | SOLE | NONE | 33,100 | 0 | 0 | |
EMERSON ELEC CO | COM | 291011104 | 2,388 | 35,800 | SH | SOLE | NONE | 35,800 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 2,713 | 35,405 | SH | SOLE | NONE | 35,405 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 837 | 5,100 | SH | SOLE | NONE | 5,100 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 344 | 5,100 | SH | SOLE | NONE | 5,100 | 0 | 0 | |
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 1,128 | 28,200 | SH | SOLE | NONE | 28,200 | 0 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 1,215 | 18,585 | SH | SOLE | NONE | 18,585 | 0 | 0 | |
HONEYWELL INTL INC | COM | 438516106 | 2,304 | 13,200 | SH | SOLE | NONE | 13,200 | 0 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,902 | 25,875 | SH | SOLE | NONE | 25,875 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 1,453 | 30,366 | SH | SOLE | NONE | 30,366 | 0 | 0 | |
ISHARES TR | GLOB HLTHCRE ETF | 464287325 | 790 | 7,591 | SH | SOLE | NONE | 7,591 | 0 | 0 | |
JOHNSON &JOHNSON | COM | 478160104 | 3,900 | 28,008 | SH | SOLE | NONE | 28,008 | 0 | 0 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 726 | 4,200 | SH | SOLE | NONE | 4,200 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 1,985 | 14,821 | SH | SOLE | NONE | 14,821 | 0 | 0 | |
NEXTERA ENERGY INC | COM | 65339F101 | 204 | 998 | SH | SOLE | NONE | 998 | 0 | 0 | |
NOVO-NORDISK A S | ADR | 670100205 | 658 | 12,900 | SH | SOLE | NONE | 12,900 | 0 | 0 | |
PEOPLES UTAH BANCORP | COM | 712706209 | 837 | 28,475 | SH | SOLE | NONE | 28,475 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 3,641 | 27,771 | SH | SOLE | NONE | 27,771 | 0 | 0 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 4,506 | 41,096 | SH | SOLE | NONE | 41,096 | 0 | 0 | |
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | 3,483 | 50,223 | SH | SOLE | NONE | 50,223 | 0 | 0 | |
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 676 | 11,500 | SH | SOLE | NONE | 11,500 | 0 | 0 | |
SANOFI | SPONSORED ADR | 80105N105 | 1,099 | 25,400 | SH | SOLE | NONE | 25,400 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 1,220 | 17,441 | SH | SOLE | NONE | 17,441 | 0 | 0 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 957 | 2,698 | SH | SOLE | NONE | 2,698 | 0 | 0 | |
STRYKER CORP | COM | 863667101 | 3,682 | 17,914 | SH | SOLE | NONE | 17,914 | 0 | 0 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 2,100 | 33,900 | SH | SOLE | NONE | 33,900 | 0 | 0 | |
UNION PACIFIC CORP | COM | 907818108 | 4,511 | 26,676 | SH | SOLE | NONE | 26,676 | 0 | 0 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 2,354 | 22,799 | SH | SOLE | NONE | 22,799 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,448 | 11,124 | SH | SOLE | NONE | 11,124 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 370 | 619 | SH | SOLE | NONE | 619 | 0 | 0 | |
VANGUARD GROUP | DIV APP ETF | 921908844 | 287 | 2,494 | SH | SOLE | NONE | 2,494 | 0 | 0 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 7,329 | 52,701 | SH | SOLE | NONE | 52,701 | 0 | 0 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 619 | 14,862 | SH | SOLE | NONE | 14,862 | 0 | 0 | |
VENTAS INC | COM | 92276F100 | 2,518 | 36,850 | SH | SOLE | NONE | 36,850 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,651 | 28,901 | SH | SOLE | NONE | 28,901 | 0 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 2,486 | 30,500 | SH | SOLE | NONE | 30,500 | 0 | 0 | |
ZIONS BANCORPORATION N A | COM | 989701107 | 315 | 6,870 | SH | SOLE | NONE | 6,870 | 0 | 0 |