0001773030-19-000007.txt : 20190502 0001773030-19-000007.hdr.sgml : 20190502 20190502145042 ACCESSION NUMBER: 0001773030-19-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 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: 19791388 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 12-31-2017 12-31-2017 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 0 153 137162 false INFORMATION TABLE 2 4Q2017153137162.xml AMAZON.COM INC Stock 023135106 557 476 SH SOLE 476 0 0 CERNER CORP Stock 156782104 10 150 SH SOLE 150 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 5 361 SH SOLE 361 0 0 SEALED AIR CORP NEW COM Stock 81211K100 16 325 SH SOLE 325 0 0 NORTHSTAR REALTY EUROPE CORP COM REIT 66706L101 1 86 SH SOLE 86 0 0 STARBUCKS CORP Stock 855244109 36 629 SH SOLE 629 0 0 DCP MIDSTREAM LP COM UT LTD PTN Stock 23311P100 6 176 SH SOLE 176 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 2 54 SH SOLE 54 0 0 EBAY INC Stock 278642103 108 2870 SH SOLE 2870 0 0 RMR GROUP INC CL A Stock 74967R106 1 12 SH SOLE 12 0 0 JOHNSON & JOHNSON COM Stock 478160104 15 106 SH SOLE 106 0 0 WASTE MGMT INC DEL COM Stock 94106L109 15 172 SH SOLE 172 0 0 COSTCO WHOLESALE CORP Stock 22160K105 25 135 SH SOLE 135 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD ETF 464288570 2313 23543 SH SOLE 23543 0 0 EAST WEST BANCORP Stock 27579R104 9 146 SH SOLE 146 0 0 F5 NETWORKS INC Stock 315616102 25 187 SH SOLE 187 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 16 173 SH SOLE 173 0 0 GENERAL MLS INC COM Stock 370334104 7 113 SH SOLE 113 0 0 UNITED PARCEL SERVICE INC Stock 911312106 13 113 SH SOLE 113 0 0 VANGUARD REIT INDEX ETF ETF 922908553 590 7110 SH SOLE 7110 0 0 BIOGEN INC COM Stock 09062X103 10 30 SH SOLE 30 0 0 VENTAS INC COM REIT 92276F100 25 422 SH SOLE 422 0 0 AVALONBAY CMNTYS INC COM REIT 053484101 17 97 SH SOLE 97 0 0 INTEL CORP COM Stock 458140100 226 4898 SH SOLE 4898 0 0 JB HUNT TRANSPORT SERVICES Stock 445658107 27 238 SH SOLE 238 0 0 MEDTRONIC PLC SHS Stock G5960L103 16 194 SH SOLE 194 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 114 2123 SH SOLE 2123 0 0 BLACKBAUD INC COM Stock 09227Q100 4 47 SH SOLE 47 0 0 HESS CORP COM Stock 42809H107 5 100 SH SOLE 100 0 0 SPDR DJ GLOBAL REAL ESTATE ETF ETF 78463X749 3773 77193 SH SOLE 77192 0 0 MERCK & 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