0001773030-19-000004.txt : 20190502 0001773030-19-000004.hdr.sgml : 20190502 20190502135911 ACCESSION NUMBER: 0001773030-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20190502 DATE AS OF CHANGE: 20190502 EFFECTIVENESS DATE: 20190502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: C-J Advisory, Inc CENTRAL INDEX KEY: 0001773030 IRS NUMBER: 770416750 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19479 FILM NUMBER: 19791167 BUSINESS ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 BUSINESS PHONE: 408-345-2890 MAIL ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773030 XXXXXXXX 06-30-2017 06-30-2017 C-J Advisory, Inc

2060 THE ALAMEDA SAN JOSE CA 95126

13F HOLDINGS REPORT 028-19479 N Paul Mallory 2488303715 Paul M Mallory Royal Oak MI 05-02-2019 0 131 129030 false INFORMATION TABLE 2 2Q2017131129030.xml AMAZON.COM INC Stock 023135106 3533 3650 SH SOLE 3650 0 0 CERNER CORP Stock 156782104 10 150 SH SOLE 150 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 6 361 SH SOLE 361 0 0 SEALED AIR CORP NEW COM Stock 81211K100 16 368 SH SOLE 368 0 0 STARBUCKS CORP Stock 855244109 19 330 SH SOLE 330 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 2 28 SH SOLE 27 0 0 EBAY INC Stock 278642103 100 2870 SH SOLE 2870 0 0 JOHNSON & JOHNSON COM Stock 478160104 14 106 SH SOLE 106 0 0 COSTCO WHOLESALE CORP Stock 22160K105 20 125 SH SOLE 125 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD ETF 464288570 2097 23481 SH SOLE 23481 0 0 EAST WEST BANCORP Stock 27579R104 9 146 SH SOLE 146 0 0 F5 NETWORKS INC Stock 315616102 24 187 SH SOLE 187 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 27 308 SH SOLE 308 0 0 GENERAL MLS INC COM Stock 370334104 4 78 SH SOLE 78 0 0 UNITED PARCEL SERVICE INC Stock 911312106 12 113 SH SOLE 113 0 0 VANGUARD REIT INDEX ETF ETF 922908553 590 7089 SH SOLE 7089 0 0 BIOGEN INC COM Stock 09062X103 8 30 SH SOLE 30 0 0 AVALONBAY CMNTYS INC COM REIT 053484101 22 113 SH SOLE 113 0 0 INTEL CORP COM Stock 458140100 884 26205 SH SOLE 26205 0 0 JB HUNT TRANSPORT SERVICES Stock 445658107 23 251 SH SOLE 251 0 0 MEDTRONIC PLC SHS Stock G5960L103 17 194 SH SOLE 194 0 0 BLACKBAUD INC COM Stock 09227Q100 4 47 SH SOLE 47 0 0 HESS CORP COM Stock 42809H107 4 100 SH SOLE 100 0 0 SPDR DJ GLOBAL REAL ESTATE ETF ETF 78463X749 3313 69464 SH SOLE 69463 0 0 MERCK & CO INC COM Stock 58933Y105 29 449 SH SOLE 449 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 5033 47584 SH SOLE 47584 0 0 SPDR S&P 500 ETF ETF 78462F103 2972 12291 SH SOLE 12291 0 0 MASTERCARD INC Stock 57636Q104 30 250 SH SOLE 250 0 0 FIRST REPUBLIC BANK Stock 33616C100 21 211 SH SOLE 211 0 0 SBA COMMUNICATIONS CP REIT 78410G104 8 57 SH SOLE 57 0 0 LCI INDS COM Stock 50189K103 213 2077 SH SOLE 2077 0 0 VERIZON COMMUNICATIONS Stock 92343V104 36 803 SH SOLE 803 0 0 CHUBB LIMITED COM Stock H1467J104 43 298 SH SOLE 298 0 0 NEWELL BRANDS INC COM Stock 651229106 29 532 SH SOLE 532 0 0 UNILEVER N V N Y SHS NEW ADR 904784709 31 565 SH SOLE 565 0 0 DXC TECHNOLOGY CO COM Stock 23355L106 2 31 SH SOLE 31 0 0 HOME DEPOT Stock 437076102 25 166 SH SOLE 166 0 0 VERISK ANALYTICS INCCL A Stock 92345Y106 10 120 SH SOLE 120 0 0 BECTON DICKINSON & CO COM Stock 075887109 14 70 SH SOLE 70 0 0 KEYCORP NEW COM Stock 493267108 33 1759 SH SOLE 1759 0 0 LOGMEIN INC COM Stock 54142L109 15 143 SH SOLE 143 0 0 WEBSTER FINL CORP CONN Stock 947890109 21 404 SH SOLE 404 0 0 ADOBE SYS INC Stock 00724F101 6156 43525 SH SOLE 43525 0 0 AVANGRID INC COM Stock 05351W103 19 421 SH SOLE 421 0 0 GOOGLE INC Stock 02079K305 127 137 SH SOLE 137 0 0 MICROSOFT Stock 594918104 49 710 SH SOLE 710 0 0 HCP INC COM REIT 40414L109 21 659 SH SOLE 659 0 0 CVS HEALTH CORP COM Stock 126650100 19 235 SH SOLE 235 0 0 DTE ENERGY CO COM Stock 233331107 100 945 SH SOLE 945 0 0 V F CORP COM Stock 918204108 16 274 SH SOLE 274 0 0 VANGUARD SMALL CAP ETF ETF 922908751 2644 19507 SH SOLE 19506 0 0 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 8349 75206 SH SOLE 75205 0 0 TESLA MOTORS INC Stock 88160R101 9 24 SH SOLE 24 0 0 MSCI INC COM Stock 55354G100 11 110 SH SOLE 110 0 0 NXP SEMICONDUCTORS NV COM Stock N6596X109 23 212 SH SOLE 212 0 0 FEDERAL REALTY INVT TR SH BEN INT NEW REIT 313747206 20 158 SH SOLE 158 0 0 ACUITY BRANDS INC COM Stock 00508Y102 17 85 SH SOLE 85 0 0 REINSURANCE GROUP AMER INC Stock 759351604 27 209 SH SOLE 209 0 0 ISHARES RUSSELL TOP 200 ETF ETF 464289446 8945 160620 SH SOLE 160620 0 0 PRICELINE.COM INC Stock 09857L108 24 13 SH SOLE 13 0 0 WABTEC Stock 929740108 15 164 SH SOLE 164 0 0 NATIONAL OILWELL VARCO INC Stock 637071101 1 36 SH SOLE 36 0 0 HOLOGIC INC COM Stock 436440101 11 251 SH SOLE 251 0 0 UNITED SEC BANCSHARES FRESNO CALIFORNIA Stock 911460103 31 3344 SH SOLE 3344 0 0 AFLAC INC COM Stock 001055102 29 372 SH SOLE 372 0 0 VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS ETF 921932778 210 1735 SH SOLE 1735 0 0 QUANTA SERVICES INC Stock 74762E102 4 131 SH SOLE 131 0 0 MARATHON PETE CORP Stock 56585A102 24 454 SH SOLE 454 0 0 FIRST SOLAR INC Stock 336433107 9 216 SH SOLE 216 0 0 SCHWAB US AGGREGATE BOND ETF ETF 808524839 79 1510 SH SOLE 1510 0 0 XYLEM INC COM Stock 98419M100 25 447 SH SOLE 447 0 0 TRACTOR SUPPLY CO COM Stock 892356106 9 158 SH SOLE 158 0 0 VANGUARD VALUE ETF ETF 922908744 661 6846 SH SOLE 6845 0 0 PALO ALTO NETWORKS INC COM Stock 697435105 25 190 SH SOLE 190 0 0 CELGENE CORP COM Stock 151020104 17 128 SH SOLE 128 0 0 OWENS-ILLINOIS, INC. 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