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Institutional Investment Manager
NewFocus Financial Group, LLC
NewFocus Financial Group, LLC (CIK: 0001599212) incorporated in Washington, located at 410 W. 12th Street, Vancouver, WA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001221073-15-000021) filed in 2015.02.11
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 2000 VALUE ETF 989 101 0.07%
2 BERKSHIRE HATHAWAY INC DEL 1,103 166 0.11%
3 VANGUARD INDEX FDS 1,132 118 0.08%
4 GARTNER INC 1,253 106 0.07%
5 ISHARES TR 1,497 157 0.11%
6 DOMINION ENERGY INC 2,042 157 0.11%
7 ISHARES TR 2,412 231 0.16%
8 ISHARES TR 2,625 289 0.20%
9 SPDR S&P 500 ETF TR 2,961 609 0.42%
10 ISHARES TR 3,069 367 0.25%
11 STARBUCKS CORP 3,362 276 0.19%
12 VANGUARD INDEX FDS 3,486 295 0.20%
13 VANGUARD INDEX FDS 3,589 380 0.26%
14 PIMCO ETF TR 3,835 411 0.28%
15 ISHARES MSCI 4,482 202 0.14%
16 VANGUARD SCOTTSDALE FDS 4,866 387 0.27%
17 ISHARES TR 5,531 337 0.23%
18 WISDOMTREE TOTAL 6,527 485 0.33%
19 VERISK ANALYTICS INC 6,641 425 0.29%
20 WISDOMTREE MID-CAP DIVIDEND 8,844 741 0.51%
21 ISHARES TR 9,110 358 0.25%
22 PROSHARES TR 9,821 719 0.50%
23 REVENUESHARES ETF TR SMALL CAP 10,199 582 0.40%
24 SPDR S&P DIVIDEND ETF 20,268 1,597 1.10%
25 CHEVRON CORP NEW 22,180 2,488 1.72%
26 Praxair Inc 22,395 2,901 2.00%
27 FACTSET RESH SYS INC 24,229 3,410 2.35%
28 TARGET CORP 25,242 1,916 1.32%
29 WisdomTree Int'l Small Cap Div 25,958 1,441 0.99%
30 BECTON DICKINSON & CO 26,968 3,753 2.59%
31 MCDONALDS CORP 27,347 2,562 1.77%
32 AMERISOURCEBERGEN CORP 28,566 2,576 1.78%
33 Exxon Mobil Corp 29,113 2,691 1.85%
34 SEMPRA ENERGY 30,146 3,357 2.31%
35 GENERAL DYNAMICS CORP 30,219 4,159 2.87%
36 ISHARES TR 30,391 4,853 3.35%
37 OCCIDENTAL PETE CORP DEL 31,065 2,504 1.73%
38 PEPSICO INC 33,974 3,213 2.21%
39 DOVER CORP 34,411 2,468 1.70%
40 GENERAL MLS INC 38,847 2,072 1.43%
41 UnitedHealth Group Inc 41,479 4,193 2.89%
42 COLGATE PALMOLIVE CO 44,883 3,105 2.14%
43 VANGUARD SPECIALIZED FUNDS 49,912 4,051 2.79%
44 VANGUARD HEALTH 49,923 6,270 4.32%
45 Medtronic Inc 51,260 3,701 2.55%
46 WISDOMTREE TR US DIVID GROWTH 52,293 1,626 1.12%
47 CINTAS CORP 53,908 4,229 2.92%
48 ISHARES TR 54,639 11,303 7.79%
49 LOWES COS INC 60,652 4,173 2.88%
50 AT&T Inc New 69,247 2,326 1.60%
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