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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 (2017Q1)
Portfolio Summary: 62 holdings with a total value of $162,070,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 JOHNSON & JOHNSON 32,469 4,044,000 2.50%
52 VANGUARD INDEX FDS 39,739 4,882,000 3.01%
53 BECTON DICKINSON & CO 26,635 4,886,000 3.01%
54 CISCO SYS INC 158,045 5,342,000 3.30%
55 VANGUARD SPECIALIZED FUNDS 63,078 5,673,000 3.50%
56 CINTAS CORP 48,166 6,095,000 3.76%
57 UNITEDHEALTH GROUP INC 38,043 6,239,000 3.85%
58 ISHARES TR 27,800 6,596,000 4.07%
59 WISDOMTREE TR 109,562 10,686,000 6.59%
60 APPLE INC 81,085 11,649,000 7.19%
61 VANGUARD INDEX FDS 147,133 12,152,000 7.50%
62 ISHARES TR 186,057 13,604,000 8.39%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000049, filed 2017.05.04).

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.