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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 VANGUARD INTL EQUITY INDEX F 276,608 11,070 7.63%
2 PowerShares ETF TRUST 201,044 3,520 2.43%
3 ALPS ETF TR ALERIAN MLP 179,017 3,136 2.16%
4 WisdomTree Int'l Hedged Divide 172,151 4,194 2.89%
5 SELECT SECTOR SPDR TRUST THE T 117,317 4,851 3.34%
6 CISCO SYS INC 88,511 2,462 1.70%
7 SYSCO CORP 82,816 3,287 2.27%
8 MICROSOFT CORP 75,269 3,496 2.41%
9 APPLE INC 74,448 8,218 5.66%
10 AT&T Inc New 69,247 2,326 1.60%
11 LOWES COS INC 60,652 4,173 2.88%
12 ISHARES TR 54,639 11,303 7.79%
13 CINTAS CORP 53,908 4,229 2.92%
14 WISDOMTREE TR US DIVID GROWTH 52,293 1,626 1.12%
15 Medtronic Inc 51,260 3,701 2.55%
16 VANGUARD HEALTH 49,923 6,270 4.32%
17 VANGUARD SPECIALIZED FUNDS 49,912 4,051 2.79%
18 COLGATE PALMOLIVE CO 44,883 3,105 2.14%
19 UnitedHealth Group Inc 41,479 4,193 2.89%
20 GENERAL MLS INC 38,847 2,072 1.43%
21 DOVER CORP 34,411 2,468 1.70%
22 PEPSICO INC 33,974 3,213 2.21%
23 OCCIDENTAL PETE CORP DEL 31,065 2,504 1.73%
24 ISHARES TR 30,391 4,853 3.35%
25 GENERAL DYNAMICS CORP 30,219 4,159 2.87%
26 SEMPRA ENERGY 30,146 3,357 2.31%
27 Exxon Mobil Corp 29,113 2,691 1.85%
28 AMERISOURCEBERGEN CORP 28,566 2,576 1.78%
29 MCDONALDS CORP 27,347 2,562 1.77%
30 BECTON DICKINSON & CO 26,968 3,753 2.59%
31 WisdomTree Int'l Small Cap Div 25,958 1,441 0.99%
32 TARGET CORP 25,242 1,916 1.32%
33 FACTSET RESH SYS INC 24,229 3,410 2.35%
34 Praxair Inc 22,395 2,901 2.00%
35 CHEVRON CORP NEW 22,180 2,488 1.72%
36 SPDR S&P DIVIDEND ETF 20,268 1,597 1.10%
37 REVENUESHARES ETF TR SMALL CAP 10,199 582 0.40%
38 PROSHARES TR 9,821 719 0.50%
39 ISHARES TR 9,110 358 0.25%
40 WISDOMTREE MID-CAP DIVIDEND 8,844 741 0.51%
41 VERISK ANALYTICS INC 6,641 425 0.29%
42 WISDOMTREE TOTAL 6,527 485 0.33%
43 ISHARES TR 5,531 337 0.23%
44 VANGUARD SCOTTSDALE FDS 4,866 387 0.27%
45 ISHARES MSCI 4,482 202 0.14%
46 PIMCO ETF TR 3,835 411 0.28%
47 VANGUARD INDEX FDS 3,589 380 0.26%
48 VANGUARD INDEX FDS 3,486 295 0.20%
49 STARBUCKS CORP 3,362 276 0.19%
50 ISHARES TR 3,069 367 0.25%
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