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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 (2016Q4)
Portfolio Summary: 58 holdings with a total value of $148,355,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VERISK ANALYTICS INC 3,641 296,000 0.20%
52 JPMORGAN CHASE & CO 9,282 293,000 0.20%
53 VANGUARD CHARLOTTE FDS 5,332 289,000 0.19%
54 ISHARES TR 2,068 252,000 0.17%
55 PIMCO ETF TR 2,363 246,000 0.17%
56 VANGUARD INDEX FDS 2,912 240,000 0.16%
57 VANGUARD INTL EQUITY INDEX F 4,816 213,000 0.14%
58 VANGUARD SCOTTSDALE FDS 2,370 203,000 0.14%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000024, filed 2017.02.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.