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
A
AAPL

APPLE INC

COM
037833100
$36.46M
11 %

274,766

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$22.04M
7 %

156,126

C
CMF

ISHARES TR

CALIF MUN BD ETF
464288356
$17.43M
5 %

277,390

M
MSFT

MICROSOFT CORP

COM
594918104
$12.21M
4 %

54,893

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.67M
3 %

28,421

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$10.59M
3 %

30,210

C
CIT

CINTAS CORP

COM
172908105
$9.46M
3 %

26,762

L
LOW

LOWES COS INC

COM
548661107
$8.69M
3 %

54,107

C
CSCO

CISCO SYS INC

COM
17275R102
$7.42M
2 %

165,694

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$7.00M
2 %

109,159

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