NewFocus Financial Group, LLC

Q4 2020 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    118

  • Value ($000)

    $339,727

  • Date Filed
    01/28/2021
  • Form type
    13F-HR
  • CIK
    0001599212
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$36.46M
11 %

274,766

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$22.04M
7 %

156,126

CMF
CMF

ISHARES TR

CALIF MUN BD ETF
464288356
$17.43M
5 %

277,390

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.21M
4 %

54,893

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.67M
3 %

28,421

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$10.59M
3 %

30,210

CIT
CIT

CINTAS CORP

COM
172908105
$9.46M
3 %

26,762

LOW
LOW

LOWES COS INC

COM
548661107
$8.69M
3 %

54,107

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$7.42M
2 %

165,694

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$7.00M
2 %

109,159

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 118