The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M Company | COM | 88579Y101 | 2,812 | 13,345 | SH | SOLE | 0 | 0 | 13,345 | ||
Abbott Laboratories | COM | 002824100 | 606 | 8,261 | SH | SOLE | 0 | 0 | 8,261 | ||
Abbvie Inc | COM | 00287Y109 | 2,920 | 30,876 | SH | SOLE | 0 | 0 | 30,876 | ||
Accenture | COM | G1151C101 | 508 | 2,987 | SH | SOLE | 0 | 0 | 2,987 | ||
Alphabet (Google) A | COM | 02079K305 | 2,551 | 2,113 | SH | SOLE | 0 | 0 | 2,113 | ||
Alphabet (Google) C | COM | 02079K107 | 1,109 | 929 | SH | SOLE | 0 | 0 | 929 | ||
Amazon | COM | 023135106 | 335 | 167 | SH | SOLE | 0 | 0 | 167 | ||
American Express | COM | 025816109 | 1,117 | 10,485 | SH | SOLE | 0 | 0 | 10,485 | ||
Amgen | COM | 031162100 | 2,509 | 12,102 | SH | SOLE | 0 | 0 | 12,102 | ||
Apple | COM | 037833100 | 837 | 3,706 | SH | SOLE | 0 | 0 | 3,706 | ||
AT&T | COM | 00206R102 | 1,617 | 48,145 | SH | SOLE | 0 | 0 | 48,145 | ||
Auto Data Processing | COM | 053015103 | 263 | 1,744 | SH | SOLE | 0 | 0 | 1,744 | ||
Avalonbay Community | COM | 053484101 | 1,468 | 8,105 | SH | SOLE | 0 | 0 | 8,105 | ||
Bank of America | COM | 060505104 | 2,310 | 78,406 | SH | SOLE | 0 | 0 | 78,406 | ||
Bank of NY Mellon | COM | 064058100 | 1,443 | 28,303 | SH | SOLE | 0 | 0 | 28,303 | ||
Berkshire Hathaway | COM | 084670702 | 200 | 935 | SH | SOLE | 0 | 0 | 935 | ||
Berkshire Hathaway A | COM | 084670108 | 320 | 1 | SH | SOLE | 0 | 0 | 1 | ||
Boston Properties | COM | 101121101 | 1,343 | 10,913 | SH | SOLE | 0 | 0 | 10,913 | ||
Capital One Financial | COM | 14040H105 | 1,393 | 14,676 | SH | SOLE | 0 | 0 | 14,676 | ||
Caterpillar | COM | 149123101 | 442 | 2,900 | SH | SOLE | 0 | 0 | 2,900 | ||
Celgene | COM | 151020104 | 1,226 | 13,698 | SH | SOLE | 0 | 0 | 13,698 | ||
Cerner | COM | 156782104 | 1,443 | 22,401 | SH | SOLE | 0 | 0 | 22,401 | ||
Chevron | COM | 166764100 | 2,859 | 23,381 | SH | SOLE | 0 | 0 | 23,381 | ||
Cisco Systems | COM | 17275R102 | 2,915 | 59,917 | SH | SOLE | 0 | 0 | 59,917 | ||
Coca Cola | COM | 191216100 | 236 | 5,117 | SH | SOLE | 0 | 0 | 5,117 | ||
Colgate-Palmolive | COM | 194162103 | 570 | 8,514 | SH | SOLE | 0 | 0 | 8,514 | ||
ConocoPhillips | COM | 20825C104 | 217 | 2,800 | SH | SOLE | 0 | 0 | 2,800 | ||
Costco | COM | 22160K105 | 1,291 | 5,495 | SH | SOLE | 0 | 0 | 5,495 | ||
CVS Health | COM | 126650100 | 2,187 | 27,786 | SH | SOLE | 0 | 0 | 27,786 | ||
Diageo | COM | 25243Q205 | 297 | 2,097 | SH | SOLE | 0 | 0 | 2,097 | ||
Digital Realty Trust | COM | 253868103 | 1,327 | 11,795 | SH | SOLE | 0 | 0 | 11,795 | ||
Emerson Electric | COM | 291011104 | 1,730 | 22,586 | SH | SOLE | 0 | 0 | 22,586 | ||
Exxon Mobil | COM | 30231G102 | 2,523 | 29,677 | SH | SOLE | 0 | 0 | 29,677 | ||
FedEx | COM | 31428X106 | 2,465 | 10,237 | SH | SOLE | 0 | 0 | 10,237 | ||
Five9 Inc | COM | 338307101 | 208 | 4,760 | SH | SOLE | 0 | 0 | 4,760 | ||
General Dynamics | COM | 369550108 | 304 | 1,485 | SH | SOLE | 0 | 0 | 1,485 | ||
General Electric | COM | 369604103 | 180 | 15,915 | SH | SOLE | 0 | 0 | 15,915 | ||
HCP Inc REIT | COM | 40414L109 | 916 | 34,796 | SH | SOLE | 0 | 0 | 34,796 | ||
Home Depot | COM | 437076102 | 1,389 | 6,706 | SH | SOLE | 0 | 0 | 6,706 | ||
Honeywell | COM | 438516106 | 216 | 1,300 | SH | SOLE | 0 | 0 | 1,300 | ||
HP Inc. | COM | 40434L105 | 616 | 23,918 | SH | SOLE | 0 | 0 | 23,918 | ||
IBM | COM | 459200101 | 1,076 | 7,117 | SH | SOLE | 0 | 0 | 7,117 | ||
Intel | COM | 458140100 | 2,876 | 60,816 | SH | SOLE | 0 | 0 | 60,816 | ||
Intuit Inc | COM | 461202103 | 596 | 2,620 | SH | SOLE | 0 | 0 | 2,620 | ||
iShares Core MSCI Emerging Markets | COM | 46434G103 | 1,935 | 37,375 | SH | SOLE | 0 | 0 | 37,375 | ||
iShares MSCI EAFE | COM | 464287465 | 6,271 | 92,233 | SH | SOLE | 0 | 0 | 92,233 | ||
iShares Russell 1000 | COM | 464287622 | 461 | 2,852 | SH | SOLE | 0 | 0 | 2,852 | ||
iShares Russell 2000 | COM | 464287655 | 520 | 3,086 | SH | SOLE | 0 | 0 | 3,086 | ||
iShares Russell 2000 Value | COM | 464287630 | 5,638 | 42,390 | SH | SOLE | 0 | 0 | 42,390 | ||
iShares S&P 100 ETF | COM | 464287101 | 467 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
iShares S&P 500 | COM | 464287200 | 2,060 | 7,039 | SH | SOLE | 0 | 0 | 7,039 | ||
iShares S&P Midcap | COM | 464287507 | 386 | 1,920 | SH | SOLE | 0 | 0 | 1,920 | ||
iShares S&P Small Cap | COM | 464287804 | 226 | 2,585 | SH | SOLE | 0 | 0 | 2,585 | ||
iShares Small Cap Value | COM | 464287879 | 618 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | ||
Johnson & Johnson | COM | 478160104 | 3,619 | 26,190 | SH | SOLE | 0 | 0 | 26,190 | ||
JP Morgan Chase | COM | 46625H100 | 3,110 | 27,559 | SH | SOLE | 0 | 0 | 27,559 | ||
Lab Corp of America | COM | 50540R409 | 1,817 | 10,462 | SH | SOLE | 0 | 0 | 10,462 | ||
Lowe's | COM | 548661107 | 290 | 2,530 | SH | SOLE | 0 | 0 | 2,530 | ||
Mc Donald's Corp | COM | 580135101 | 527 | 3,152 | SH | SOLE | 0 | 0 | 3,152 | ||
Medtronic | COM | G5960L103 | 1,844 | 18,748 | SH | SOLE | 0 | 0 | 18,748 | ||
Merck | COM | 58933Y105 | 703 | 9,906 | SH | SOLE | 0 | 0 | 9,906 | ||
Microsoft | COM | 594918104 | 4,698 | 41,081 | SH | SOLE | 0 | 0 | 41,081 | ||
Nestle | COM | 641069406 | 208 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
Oracle | COM | 68389X105 | 2,807 | 54,448 | SH | SOLE | 0 | 0 | 54,448 | ||
Pepsico | COM | 713448108 | 2,454 | 21,948 | SH | SOLE | 0 | 0 | 21,948 | ||
Pfizer | COM | 717081103 | 1,004 | 22,783 | SH | SOLE | 0 | 0 | 22,783 | ||
Powershares QQQ | COM | 73935A104 | 334 | 1,796 | SH | SOLE | 0 | 0 | 1,796 | ||
Procter & Gamble | COM | 742718109 | 2,542 | 30,543 | SH | SOLE | 0 | 0 | 30,543 | ||
Public Storage | COM | 74460D109 | 1,102 | 5,465 | SH | SOLE | 0 | 0 | 5,465 | ||
Realty Income Corp | COM | 756109104 | 1,291 | 22,690 | SH | SOLE | 0 | 0 | 22,690 | ||
Royal Dutch Shell | COM | 780259206 | 1,840 | 27,003 | SH | SOLE | 0 | 0 | 27,003 | ||
S&P SPDR's | COM | 78462F103 | 728 | 2,503 | SH | SOLE | 0 | 0 | 2,503 | ||
Schlumberger | COM | 806857108 | 1,367 | 22,434 | SH | SOLE | 0 | 0 | 22,434 | ||
Simon Property Group | COM | 828806109 | 1,329 | 7,519 | SH | SOLE | 0 | 0 | 7,519 | ||
SPDR Energy Sector ETF | COM | 81369Y506 | 388 | 5,125 | SH | SOLE | 0 | 0 | 5,125 | ||
SPDR S&P Dividend ETF | COM | 78464A763 | 280 | 2,861 | SH | SOLE | 0 | 0 | 2,861 | ||
Stryker | COM | 863667101 | 2,292 | 12,898 | SH | SOLE | 0 | 0 | 12,898 | ||
Target | COM | 87612E106 | 2,504 | 28,383 | SH | SOLE | 0 | 0 | 28,383 | ||
United Parcel Service | COM | 911312106 | 284 | 2,430 | SH | SOLE | 0 | 0 | 2,430 | ||
United Technologies | COM | 913017109 | 3,273 | 23,413 | SH | SOLE | 0 | 0 | 23,413 | ||
UnitedHealth Group | COM | 91324P102 | 239 | 900 | SH | SOLE | 0 | 0 | 900 | ||
US Bancorp | COM | 902973304 | 1,646 | 31,161 | SH | SOLE | 0 | 0 | 31,161 | ||
Vanguard 500 Index ETF | COM | 922908363 | 3,753 | 14,052 | SH | SOLE | 0 | 0 | 14,052 | ||
Vanguard Emerging Markets | COM | 922042858 | 2,688 | 65,561 | SH | SOLE | 0 | 0 | 65,561 | ||
Vanguard REIT | COM | 922908553 | 2,110 | 26,151 | SH | SOLE | 0 | 0 | 26,151 | ||
Vanguard Total Stock Market | COM | 922908769 | 2,896 | 19,349 | SH | SOLE | 0 | 0 | 19,349 | ||
Verizon | COM | 92343V104 | 2,002 | 37,505 | SH | SOLE | 0 | 0 | 37,505 | ||
Visa | COM | 92826C839 | 3,364 | 22,416 | SH | SOLE | 0 | 0 | 22,416 | ||
Wal-Mart | COM | 931142103 | 227 | 2,414 | SH | SOLE | 0 | 0 | 2,414 | ||
Walt Disney | COM | 254687106 | 2,452 | 20,972 | SH | SOLE | 0 | 0 | 20,972 | ||
Wells Fargo | COM | 949746101 | 4,371 | 83,168 | SH | SOLE | 0 | 0 | 83,168 |