NF
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NewFocus Financial Group, LLC13F | |
| NewFocus Financial Group, LLC | |
| Last update 2021-01-29 | 114 Stocks (4 new) |
| Value $338.00 Mil | Turnover 4 % |
NewFocus Financial Group, LLC Top Holdings of 2020-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 274,766 | 36,459.0 | +2.75% | 10.770 | +0.29% | 0.000 | +3.34% | -16.49% | 3,115,912.0 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 156,126 | 22,040.0 | -1.44% | 6.510 | -0.10% | 0.040 | +11.37% | +6.30% | 89,427.2 | ||
CMF | iShares California Muni Bond ETF | 277,390 | 17,428.0 | -9.69% | 5.150 | -0.62% | 0.880 | +1.30% | -1.63% | 3,494.6 | ||
MSFT | Microsoft Corp | 54,893 | 12,209.0 | -2.62% | 3.610 | -0.10% | 0.000 | +30.65% | +19.80% | 3,738,718.2 | Software | |
IVV | iShares Core S&P 500 ETF | 28,421 | 10,669.0 | -9.05% | 3.150 | -0.32% | 0.000 | +16.57% | +7.30% | 631,571.0 | ||
UNH | UnitedHealth Group Inc | 30,210 | 10,594.0 | -1.40% | 3.130 | -0.04% | 0.000 | -48.13% | -39.90% | 272,668.3 | Healthcare Plans | |
CTAS | Cintas Corp | 107,048 | 9,459.0 | -1.87% | 2.800 | -0.06% | 0.030 | +4.37% | +19.16% | 87,581.4 | Business Services | |
LOW | Lowe's Companies Inc | 54,107 | 8,685.0 | -1.54% | 2.570 | -0.05% | 0.010 | +1.39% | -9.02% | 124,641.3 | Retail - Cyclical | |
CSCO | Cisco Systems Inc | 165,694 | 7,415.0 | +0.55% | 2.190 | +0.01% | 0.000 | +19.28% | +16.81% | 268,567.1 | Hardware | |
SCHD | Schwab US Dividend Equity ETF | 109,159 | 7,001.0 | +17.30% | 2.070 | +0.31% | 0.020 | +8.45% | +1.86% | 71,225.8 |
NewFocus Financial Group, LLC's Historical Top Holdings Breakdowns
NewFocus Financial Group, LLC Total Holding History ($B)
NewFocus Financial Group, LLC's Asset Allocation
NewFocus Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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NewFocus Financial Group, LLC's Hypothetical Growth since 2020-12-31
NewFocus Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NewFocus Financial Group, LLC's Holdings Heat Map
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NewFocus Financial Group, LLC's Holdings Bubble Chart
NewFocus Financial Group, LLC News
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