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Reported Holdings Of The
Newfocus Financial Group LLC

Legal Name: NEWFOCUS FINANCIAL GROUP, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 23, 2019

Security Shares Held / Principal Amount Market Value Option
VANGUARD INDEX FDS SM CP VAL ETF (922908611) 118,511 $15,470k
Apple Inc (037833100) 76,577 $15,156k
VANGUARD GROUP (921908844) 116,348 $13,399k
CINTAS CORP (172908105) 42,912 $10,183k
CISCO SYSTEMS INC (17275R102) 166,600 $9,118k
UNITEDHEALTH GRP INC (91324P102) 33,850 $8,260k
MICROSOFT CORP (594918104) 61,334 $8,216k
ISHARES TR CORE S&P500 ETF (464287200) 24,762 $7,299k
BECTON DICKINSON (075887109) 25,718 $6,481k
LOWES CO (548661107) 61,503 $6,206k
SPDR SERIES TRUST (78464A201) 98,008 $5,970k
SELECT SECTOR SPDR (81369Y803) 63,116 $4,926k
MCDONALDS CORP (580135101) 23,323 $4,843k
WISDOMTREE TR (97717W505) 133,517 $4,833k
JOHNSON & JOHNSON (478160104) 32,095 $4,470k
ISHARES TR (46432F388) 52,155 $4,234k
DOVER CORP (260003108) 38,198 $3,827k
VANGUARD WORLD FDS HEALTH CAR (92204A504) 21,013 $3,655k
JPMORGAN CHASE & CO (46625H100) 28,144 $3,146k
W P CAREY INC (92936U109) 37,112 $3,013k
SMITH A O (831865209) 62,851 $2,964k
SYSCO CORP (871829107) 41,796 $2,956k
GRAINGER W W INC (384802104) 10,766 $2,888k
ISHARES TR S&P MC 400GR ETF (464287606) 12,046 $2,726k
BlackRock, Inc. (09247X101) 5,557 $2,608k
ISHARES TR MIN VOL EAFE ETF (46429B689) 35,481 $2,577k
SEMPRA ENERGY (816851109) 18,208 $2,503k
THOR INDS INC (885160101) 39,568 $2,313k
PEPSICO INC (713448108) 17,125 $2,246k
FACTSET RESH SYS INC (303075105) 7,615 $2,182k
SPDR Portfolio Emerging Market (78463X509) 60,366 $2,160k
ISHARES (464288885) 26,320 $2,126k
UNITED TECHNOLOGIES (913017109) 15,178 $1,976k
GENERAL DYNAMICS (369550108) 10,761 $1,957k
NLIGHT INC (65487K100) 96,298 $1,849k
KLA-TENCOR CORP (482480100) 15,365 $1,816k
VANGUARD WORLD FDS (92204A603) 12,286 $1,791k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 6,101 $1,788k
Tyson Foods (TSN) (902494103) 20,577 $1,661k
ISHARES TR CORE MSCI EAFE (46432F842) 24,862 $1,527k
TJX COMPANIES INC (872540109) 28,507 $1,507k
COLGATE PALMOLIVE CO (194162103) 20,693 $1,483k
GENERAL MILLS INC (370334104) 27,647 $1,452k
QUEST DIAGNOSTICS (74834L100) 12,252 $1,247k
ISHARES TR (46432F396) 9,471 $1,123k
ISHARES INC (464286533) 18,944 $1,115k
FOOT LOCKER INC (344849104) 26,121 $1,095k
ROYAL CARIBBEAN CRUISES LTD (v7780t103) 8,173 $991k
ISHARES TR (464288356) 15,343 $930k
ISHARES TR S&P 500 GRWT ETF (464287309) 5,125 $919k
VANGUARD INDEX FDS SMALL CP ET (922908751) 5,727 $897k
INVESCO ETF TR (46137V506) 29,364 $842k
VANGUARD WORLD FDS FINANCIALS (92204A405) 11,329 $782k
ISHARES TR CORE US AGGBD ET (464287226) 6,127 $682k
VANGUARD INTL EQUITY INDEX F (922042775) 11,905 $607k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 3,993 $599k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 13,777 $586k
VANGUARD INDEX FDS GROWTH ETF (922908736) 3,313 $541k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 1,434 $508k
ISHARES (464288877) 10,460 $503k
TEXAS PAC LD TR (882610108) 625 $492k
Amazon.com Inc (023135106) 253 $479k
VANGUARD INDEX FDS VALUE ETF (922908744) 4,217 $468k
ALPS ALERIAN MLP ETF (00162Q866) 45,327 $446k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 1,478 $398k
VANGUARD INDEX FDS MID CAP ETF (922908629) 2,339 $391k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 4,741 $383k
Facebook Inc (30303M102) 1,971 $380k
GILEAD SCIENCES INC (375558103) 5,159 $349k
ISHARES TR (464288596) 2,934 $342k
STARBUCKS CORP (855244109) 4,046 $339k
INVESCO QQQ TR UNIT SER 1 (46090E103) 1,733 $324k
Berkshire Hathaway, Inc. (084670702) 1,498 $319k
ISHARES TR RUSSELL 2000 ETF (464287655) 1,993 $310k
VANGUARD CHARLOTTE FDS (92203J407) 5,188 $297k
SPDR SERIES TRUST (78464A359) 5,625 $297k
VANGUARD STAR FD VG TL INTL STK F (921909768) 5,600 $295k
ORACLE CORP (68389X105) 5,017 $286k
ALPHABET INC (02079K305) 263 $285k
ISHARES TR (464288687) 7,565 $279k
Alphabet Inc (02079K107) 256 $277k
ALIBABA GROUP HLDG LTD (01609W102) 1,534 $260k
INTEL CORP (458140100) 5,339 $256k
VISA INC COM CL A (92826C839) 1,465 $254k
ISHARES TR CORE S&P MCP ETF (464287507) 1,285 $250k
Verisk Analytics Inc (92345Y106) 1,641 $240k
AMERICAN TOWER CORP NEW (03027X100) 1,173 $240k
SOCIAL REALITY INC (83362P300) 50,000 $233k
COSTCO WHSL CORP (22160K105) 857 $226k
QUALCOMM INC (747525103) 2,820 $214k
ISHARES (464287242) 1,652 $205k
INVESCO EXCHNG TRADED FD TR (46138E206) 7,538 $203k
GARTNER INC (366651107) 1,253 $202k
FS INVESTMENT CORPORATION (302635107) 10,681 $64k

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