Managing Director

0001214659-20-007163.txt : 20200814 0001214659-20-007163.hdr.sgml : 20200814 20200814160026 ACCESSION NUMBER: 0001214659-20-007163 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MISSION CREEK CAPITAL PARTNERS, INC CENTRAL INDEX KEY: 0001801583 IRS NUMBER: 270750083 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20122 FILM NUMBER: 201104837 BUSINESS ADDRESS: STREET 1: 101 MISSION STREET STREET 2: SUITE 850 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 415-363-0400 MAIL ADDRESS: STREET 1: 101 MISSION STREET STREET 2: SUITE 850 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801583 XXXXXXXX 06-30-2020 06-30-2020 false MISSION CREEK CAPITAL PARTNERS, INC

101 MISSION STREET SUITE 850 SAN FRANCISCO CA 94105

13F HOLDINGS REPORT 028-20122 N Charles S. Gehring Managing Director 415-363-0405 /s/ Charles S. Gehring San Francisco CA 08-12-2020 0 169 190645 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1276 8180 SH SOLE 8180 0 0 ABBOTT LABS COM 002824100 796 8711 SH SOLE 8711 0 0 ABBVIE INC COM 00287Y109 729 7429 SH SOLE 7429 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1812 8438 SH SOLE 8438 0 0 ADOBE INC COM 00724F101 1221 2805 SH SOLE 2805 0 0 ALPHABET INC CAP STK CL A 02079K305 1744 1230 SH SOLE 1230 0 0 ALPHABET INC CAP STK CL C 02079K107 1740 1231 SH SOLE 1231 0 0 AMAZON COM INC COM 023135106 4676 1695 SH SOLE 1695 0 0 AMER STATES WTR CO COM 029899101 785 9981 SH SOLE 9980 0 0 AMERICAN TOWER CORP NEW COM 03027X100 564 2182 SH SOLE 2182 0 0 AMERISOURCEBERGEN CORP COM 03073E105 479 4756 SH SOLE 4756 0 0 AMGEN INC COM 031162100 1800 7633 SH SOLE 7633 0 0 ANAPLAN INC COM 03272L108 3442 75957 SH SOLE 75957 0 0 ANTHEM INC COM 036752103 488 1856 SH SOLE 1856 0 0 APPLE INC COM 037833100 7686 21069 SH SOLE 21069 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 724 4861 SH SOLE 4861 0 0 AVALARA INC COM 05338G106 785 5901 SH SOLE 5901 0 0 AVALONBAY CMNTYS INC COM 053484101 431 2785 SH SOLE 2785 0 0 AXOS FINANCIAL INC COM 05465C100 209 9470 SH SOLE 9470 0 0 BECTON DICKINSON & CO COM 075887109 1063 4441 SH SOLE 4440 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1325 7420 SH SOLE 7420 0 0 BIOGEN INC COM 09062X103 242 905 SH SOLE 905 0 0 BLACKROCK RES & COMMODITIES SHS 09257A108 101 16400 SH SOLE 16400 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 902 7700 SH SOLE 7700 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 274 4666 SH SOLE 4665 0 0 BROADCOM INC COM 11135F101 407 1288 SH SOLE 1287 0 0 BROWN FORMAN CORP CL B 115637209 222 3488 SH SOLE 3488 0 0 CACI INTL INC CL A 127190304 1144 5275 SH SOLE 5275 0 0 CAPITAL ONE FINL CORP COM 14040H105 377 6026 SH SOLE 6025 0 0 CHEVRON CORP NEW COM 166764100 623 6980 SH SOLE 6979 0 0 CISCO SYS INC COM 17275R102 1706 36575 SH SOLE 36574 0 0 CLOROX CO DEL COM 189054109 1209 5511 SH SOLE 5510 0 0 COCA COLA CO COM 191216100 219 4892 SH SOLE 4892 0 0 CONOCOPHILLIPS COM 20825C104 348 8281 SH SOLE 8281 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 516 4042 SH SOLE 4042 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 633 10792 SH SOLE 10791 0 0 COSTCO WHSL CORP NEW COM 22160K105 1745 5754 SH SOLE 5754 0 0 CVS HEALTH CORP COM 126650100 384 5912 SH SOLE 5911 0 0 DARDEN RESTAURANTS INC COM 237194105 237 3132 SH SOLE 3132 0 0 DIGITAL RLTY TR INC COM 253868103 1144 8051 SH SOLE 8051 0 0 DISCOVER FINL SVCS COM 254709108 323 6455 SH SOLE 6454 0 0 DISNEY WALT CO COM DISNEY 254687106 1670 14976 SH SOLE 14976 0 0 DOCUSIGN INC COM 256163106 4980 28921 SH SOLE 28921 0 0 DOMINOS PIZZA INC COM 25754A201 475 1287 SH SOLE 1287 0 0 EBAY INC. COM 278642103 207 3940 SH SOLE 3940 0 0 ECOLAB INC COM 278865100 2120 10656 SH SOLE 10656 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 204 5392 SH SOLE 5391 0 0 EPIZYME INC COM 29428V104 396 24687 SH SOLE 24687 0 0 EQUINIX INC COM 29444U700 438 624 SH SOLE 624 0 0 ESSEX PPTY TR INC COM 297178105 336 1465 SH SOLE 1465 0 0 FACEBOOK INC CL A 30303M102 1268 5583 SH SOLE 5583 0 0 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 647 35967 SH SOLE 35967 0 0 FIRST TR NASDAQ-100 TECH IND DJ INTERNT IDX 33733E302 2049 12016 SH SOLE 12016 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 395 6592 SH SOLE 6591 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 357 6904 SH SOLE 6903 0 0 FIRST TR MORNINGSTAR DIVID L SHS 336917109 952 37543 SH SOLE 37542 0 0 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 248 12458 SH SOLE 12457 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 230 4200 SH SOLE 4200 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 343 11299 SH SOLE 11299 0 0 GALLAGHER ARTHUR J & CO COM 363576109 781 8014 SH SOLE 8014 0 0 GILEAD SCIENCES INC COM 375558103 610 7933 SH SOLE 7933 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 783 7823 SH SOLE 7823 0 0 HOME DEPOT INC COM 437076102 445 1775 SH SOLE 1775 0 0 HONEYWELL INTL INC COM 438516106 1556 10763 SH SOLE 10762 0 0 IDEX CORP COM 45167R104 451 2856 SH SOLE 2856 0 0 ILLINOIS TOOL WKS INC COM 452308109 253 1445 SH SOLE 1445 0 0 INTEL CORP COM 458140100 1031 17231 SH SOLE 17230 0 0 INTUIT COM 461202103 2053 6933 SH SOLE 6933 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2425 9794 SH SOLE 9794 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 336 6756 SH SOLE 6756 0 0 INVESCO EXCHANGE-TRADED FD T S&P ULTRA DIVIDE 46138G656 269 9765 SH SOLE 9764 0 0 IRON MTN INC NEW COM 46284V101 315 12065 SH SOLE 12064 0 0 ISHARES TR CALIF MUN BD ETF 464288356 249 4000 SH SOLE 4000 0 0 ISHARES GOLD TRUST ISHARES 464285105 304 17888 SH SOLE 17888 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 419 5160 SH SOLE 5160 0 0 ISHARES TR CORE MSCI EAFE 46432F842 211 3684 SH SOLE 3683 0 0 ISHARES TR CORE MSCI EURO 46434V738 476 11128 SH SOLE 11128 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 2169 32837 SH SOLE 32837 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 637 12242 SH SOLE 12241 0 0 ISHARES TR EXPANDED TECH 464287515 298 1049 SH SOLE 1048 0 0 ISHARES TR INTL SEL DIV ETF 464288448 886 35266 SH SOLE 35265 0 0 ISHARES TR JPMORGAN USD EMG 464288281 292 2671 SH SOLE 2670 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 292 5321 SH SOLE 5320 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 421 2196 SH SOLE 2195 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 207 1834 SH SOLE 1833 0 0 ISHARES TR S&P 100 ETF 464287101 922 6475 SH SOLE 6475 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1014 5700 SH SOLE 5700 0 0 ISHARES TR SELECT DIVID ETF 464287168 1033 12800 SH SOLE 12800 0 0 ISHARES TR US HOME CONS ETF 464288752 508 11505 SH SOLE 11504 0 0 JOHNSON & JOHNSON COM 478160104 1934 13751 SH SOLE 13750 0 0 JPMORGAN CHASE & CO COM 46625H100 1039 11046 SH SOLE 11046 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 243 1460 SH SOLE 1460 0 0 LINDE PLC SHS G5494J103 580 2737 SH SOLE 2736 0 0 LIVONGO HEALTH INC COM 539183103 1498 19924 SH SOLE 19924 0 0 LYFT INC CL A COM 55087P104 2436 73808 SH SOLE 73808 0 0 MARRIOTT INTL INC NEW CL A 571903202 226 2631 SH SOLE 2631 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 370 6099 SH SOLE 6099 0 0 MCDONALDS CORP COM 580135101 820 4444 SH SOLE 4444 0 0 MERCADOLIBRE INC COM 58733R102 1420 1441 SH SOLE 1441 0 0 METLIFE INC COM 59156R108 261 7137 SH SOLE 7136 0 0 MICROSOFT CORP COM 594918104 3036 14916 SH SOLE 14915 0 0 NETFLIX INC COM 64110L106 936 2058 SH SOLE 2058 0 0 NIKE INC CL B 654106103 2001 20413 SH SOLE 20413 0 0 NORDSON CORP COM 655663102 814 4293 SH SOLE 4292 0 0 NORTHERN TR CORP COM 665859104 615 7753 SH SOLE 7752 0 0 NOVAGOLD RES INC COM NEW 66987E206 262 28575 SH SOLE 28575 0 0 NOVARTIS AG SPONSORED ADR 66987V109 214 2448 SH SOLE 2448 0 0 NOVO-NORDISK A S ADR 670100205 427 6522 SH SOLE 6522 0 0 NUVEEN CALIF MUN VALUE FD IN COM 67062C107 396 38700 SH SOLE 38700 0 0 NVIDIA CORPORATION COM 67066G104 2485 6542 SH SOLE 6542 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 203 482 SH SOLE 482 0 0 OTIS WORLDWIDE CORP COM 68902V107 223 3917 SH SOLE 3917 0 0 PALO ALTO NETWORKS INC COM 697435105 551 2397 SH SOLE 2397 0 0 PARKER HANNIFIN CORP COM 701094104 387 2110 SH SOLE 2110 0 0 PAYCHEX INC COM 704326107 1008 13309 SH SOLE 13309 0 0 PAYPAL HLDGS INC COM 70450Y103 990 5683 SH SOLE 5683 0 0 PFIZER INC COM 717081103 266 8141 SH SOLE 8141 0 0 PHREESIA INC COM 71944F106 472 16705 SH SOLE 16705 0 0 PINTEREST INC CL A 72352L106 10210 460542 SH SOLE 460542 0 0 PROCTER AND GAMBLE CO COM 742718109 391 3274 SH SOLE 3274 0 0 PROLOGIS INC. COM 74340W103 327 3505 SH SOLE 3505 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 506 8207 SH SOLE 8206 0 0 REPUBLIC SVCS INC COM 760759100 387 4720 SH SOLE 4720 0 0 ROSS STORES INC COM 778296103 692 8117 SH SOLE 8117 0 0 ROYAL BK CDA COM 780087102 544 8025 SH SOLE 8025 0 0 SALESFORCE COM INC COM 79466L302 376 2007 SH SOLE 2007 0 0 SAP SE SPON ADR 803054204 383 2735 SH SOLE 2735 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3460 47099 SH SOLE 47099 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 263 3552 SH SOLE 3552 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 11307 201055 SH SOLE 201055 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3635 70235 SH SOLE 70235 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 330 2451 SH SOLE 2451 0 0 SLACK TECHNOLOGIES INC COM CL A 83088V102 14336 461113 SH SOLE 461113 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3538 13719 SH SOLE 13719 0 0 SPDR GOLD TR GOLD SHS 78463V107 1503 8978 SH SOLE 8978 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 549 19717 SH SOLE 19716 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2162 7011 SH SOLE 7010 0 0 SPDR SER TR S&P DIVID ETF 78464A763 366 4014 SH SOLE 4013 0 0 STANLEY BLACK & DECKER INC COM 854502101 938 6731 SH SOLE 6730 0 0 STARBUCKS CORP COM 855244109 986 13399 SH SOLE 13399 0 0 STERIS PLC SHS USD G8473T100 1295 8440 SH SOLE 8440 0 0 STRYKER CORPORATION COM 863667101 278 1545 SH SOLE 1545 0 0 SYSCO CORP COM 871829107 604 11053 SH SOLE 11052 0 0 TARGET CORP COM 87612E106 412 3435 SH SOLE 3434 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2370 22678 SH SOLE 22678 0 0 TESLA INC COM 88160R101 734 680 SH SOLE 680 0 0 TEXAS INSTRS INC COM 882508104 297 2343 SH SOLE 2343 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 630 1740 SH SOLE 1740 0 0 TRUIST FINL CORP COM 89832Q109 980 26101 SH SOLE 26101 0 0 UNION PAC CORP COM 907818108 697 4124 SH SOLE 4124 0 0 UNITED PARCEL SERVICE INC CL B 911312106 432 3889 SH SOLE 3889 0 0 UNITEDHEALTH GROUP INC COM 91324P102 702 2380 SH SOLE 2379 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 336 1206 SH SOLE 1206 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 726 7633 SH SOLE 7633 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 622 8808 SH SOLE 8808 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 888 8356 SH SOLE 8356 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 686 6857 SH SOLE 6857 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 350 4459 SH SOLE 4459 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 515 1818 SH SOLE 1818 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 869 8127 SH SOLE 8127 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 718 13028 SH SOLE 13027 0 0 VISA INC COM CL A 92826C839 3479 18009 SH SOLE 18009 0 0 WELLS FARGO CO NEW COM 949746101 376 14671 SH SOLE 14670 0 0 WESTERN ASSET INTER MUNI FD COM 958435109 89 10400 SH SOLE 10400 0 0 WORKDAY INC CL A 98138H101 1025 5473 SH SOLE 5473 0 0 WP CAREY INC COM 92936U109 762 11260 SH SOLE 11260 0 0 XYLEM INC COM 98419M100 302 4647 SH SOLE 4647 0 0 YUM BRANDS INC COM 988498101 425 4894 SH SOLE 4894 0 0 ZOETIS INC CL A 98978V103 252 1841 SH SOLE 1841 0 0