NewFocus Financial Group, LLC
13F Portfolio Filings
- Most recent 13FQ4 2020
- Locationvancouver, WA
- CIK0001599212
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
118 | $339.73M | AAPL, VIG, CMF, MSFT | 13F-HR | Jan 28, 2021 | 000122107321000001 | ||
113 | $300.02M | AAPL, VIG, CMF, MSFT | 13F-HR | Oct 26, 2020 | 000122107320000140 | ||
108 | $278.94M | AAPL, CMF, VIG, MSFT | 13F-HR | Jul 21, 2020 | 000122107320000114 | ||
92 | $216.60M | AAPL, VIG, MSFT, IVV | 13F-HR | Apr 29, 2020 | 000122107320000071 | ||
103 | $256.14M | AAPL, VIG, VBR, CIT | 13F-HR | Feb 10, 2020 | 000122107320000024 | ||
101 | $227.88M | AAPL, VBR, VIG, CIT | 13F-HR | Oct 30, 2019 | 000122107319000106 | ||
94 | $216.01M | VBR, AAPL, VIG, CIT | 13F-HR | Jul 23, 2019 | 000122107319000078 | ||
85 | $200.45M | VBR, AAPL, VIG, CSCO | 13F-HR | Apr 26, 2019 | 000122107319000048 | ||
84 | $169.38M | VIG, AAPL, UNH, CIT | 13F-HR | Jan 28, 2019 | 000122107319000012 | ||
74 | $185.07M | AAPL, VIG, CIT, UNH | 13F-HR | Oct 26, 2018 | 000122107318000074 | ||
71 | $165.97M | AAPL, VIG, CIT, UNH | 13F-HR | Aug 3, 2018 | 000122107318000051 | ||
68 | $159.17M | AAPL, VIG, CIT, UNH | 13F-HR | Apr 25, 2018 | 000122107318000025 | ||
72 | $164.11M | AAPL, UNH, VIG, EWU | 13F-HR | Feb 7, 2018 | 000122107318000008 | ||
67 | $153.96M | AAPL, EWU, UNH, VIG | 13F-HR | Oct 30, 2017 | 000122107317000093 | ||
67 | $177.05M | VLUE, VNQ, AAPL, UNH | 13F-HR | Jul 31, 2017 | 000122107317000070 | ||
62 | $162.07M | VLUE, VNQ, AAPL, DON | 13F-HR | May 4, 2017 | 000122107317000049 | ||
58 | $148.35M | VLUE, DON, AAPL, IVV | 13F-HR | Feb 2, 2017 | 000122107317000024 | ||
50 | $138.01M | DON, VLUE, AAPL, VBR | 13F-HR | Oct 26, 2016 | 000122107316000205 | ||
49 | $135.29M | DON, VLUE, AAPL, VBR | 13F-HR | Aug 9, 2016 | 000122107316000188 | ||
48 | $136.64M | IVV, VBR, AAPL, DON | 13F-HR | May 2, 2016 | 000122107316000154 | ||
65 | $143.73M | IVV, VBR, AAPL, DON | 13F-HR | Feb 9, 2016 | 000122107316000130 | ||
60 | $130.14M | VBR, IVV, AAPL, DON | 13F-HR | Nov 10, 2015 | 000122107315000107 | ||
57 | $155.18M | HEDJ, IVV, AAPL, DON | 13F-HR | Aug 10, 2015 | 000122107315000088 | ||
57 | $160.39M | IVV, HEDJ, AAPL, DON | 13F-HR | May 1, 2015 | 000122107315000052 | ||
59 | $145.07M | IVV, VWO, AAPL, VANGUARD WORLD FDS | 13F-HR | Feb 11, 2015 | 000122107315000021 | ||
40 | $124.11M | VWO, IVV, VANGUARD WORLD FDS, AAPL | 13F-HR | Nov 12, 2014 | 000122107314000085 | ||
46 | $126.54M | IVV, VWO, VANGUARD WORLD FDS, IJK | 13F-HR | Jul 23, 2014 | 000122107314000048 | ||
39 | $120.91M | IVV, VWO, IJK, XLK | 13F-HR | Apr 14, 2014 | 000122107314000027 | ||
38 | $118.55M | IVV, VWO, IJK, XLK | 13F-HR | Feb 13, 2014 | 000122107314000013 |