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 | 2,965 | 14,270 | SH | SOLE | 0 | 0 | 14,270 | ||
Abbott Laboratories | COM | 002824100 | 638 | 7,987 | SH | SOLE | 0 | 0 | 7,987 | ||
Abbvie Inc | COM | 00287Y109 | 2,772 | 34,391 | SH | SOLE | 0 | 0 | 34,391 | ||
Accenture | COM | G1151C101 | 440 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
Alphabet (Google) A | COM | 02079K305 | 2,800 | 2,379 | SH | SOLE | 0 | 0 | 2,379 | ||
Alphabet (Google) C | COM | 02079K107 | 1,010 | 861 | SH | SOLE | 0 | 0 | 861 | ||
Amazon | COM | 023135106 | 324 | 182 | SH | SOLE | 0 | 0 | 182 | ||
American Express | COM | 025816109 | 1,138 | 10,415 | SH | SOLE | 0 | 0 | 10,415 | ||
Amgen | COM | 031162100 | 2,574 | 13,547 | SH | SOLE | 0 | 0 | 13,547 | ||
Anheuser Busch | COM | 03524A108 | 519 | 6,175 | SH | SOLE | 0 | 0 | 6,175 | ||
Apple | COM | 037833100 | 1,054 | 5,547 | SH | SOLE | 0 | 0 | 5,547 | ||
AT&T | COM | 00206R102 | 1,747 | 55,712 | SH | SOLE | 0 | 0 | 55,712 | ||
Auto Data Processing | COM | 053015103 | 228 | 1,429 | SH | SOLE | 0 | 0 | 1,429 | ||
Avalonbay Community | COM | 053484101 | 1,731 | 8,622 | SH | SOLE | 0 | 0 | 8,622 | ||
Bank of America | COM | 060505104 | 2,400 | 86,976 | SH | SOLE | 0 | 0 | 86,976 | ||
Bank of NY Mellon | COM | 064058100 | 1,628 | 32,273 | SH | SOLE | 0 | 0 | 32,273 | ||
Berkshire Hathaway A | COM | 084670108 | 301 | 1 | SH | SOLE | 0 | 0 | 1 | ||
Boston Properties | COM | 101121101 | 1,606 | 11,998 | SH | SOLE | 0 | 0 | 11,998 | ||
Bristol-Myers Squibb | COM | 110122108 | 214 | 4,495 | SH | SOLE | 0 | 0 | 4,495 | ||
Capital One Financial | COM | 14040H105 | 1,401 | 17,154 | SH | SOLE | 0 | 0 | 17,154 | ||
Caterpillar | COM | 149123101 | 393 | 2,900 | SH | SOLE | 0 | 0 | 2,900 | ||
Celgene | COM | 151020104 | 786 | 8,332 | SH | SOLE | 0 | 0 | 8,332 | ||
Chevron | COM | 166764100 | 3,014 | 24,469 | SH | SOLE | 0 | 0 | 24,469 | ||
Cisco Systems | COM | 17275R102 | 3,335 | 61,764 | SH | SOLE | 0 | 0 | 61,764 | ||
Coca Cola | COM | 191216100 | 240 | 5,117 | SH | SOLE | 0 | 0 | 5,117 | ||
Cognizant Technology | COM | 192446102 | 507 | 6,995 | SH | SOLE | 0 | 0 | 6,995 | ||
Colgate-Palmolive | COM | 194162103 | 557 | 8,123 | SH | SOLE | 0 | 0 | 8,123 | ||
Costco | COM | 22160K105 | 1,327 | 5,479 | SH | SOLE | 0 | 0 | 5,479 | ||
CVS Health | COM | 126650100 | 1,771 | 32,831 | SH | SOLE | 0 | 0 | 32,831 | ||
Diageo | COM | 25243Q205 | 343 | 2,097 | SH | SOLE | 0 | 0 | 2,097 | ||
Digital Realty Trust | COM | 253868103 | 1,501 | 12,613 | SH | SOLE | 0 | 0 | 12,613 | ||
Emerson Electric | COM | 291011104 | 1,742 | 25,446 | SH | SOLE | 0 | 0 | 25,446 | ||
Exxon Mobil | COM | 30231G102 | 2,502 | 30,963 | SH | SOLE | 0 | 0 | 30,963 | ||
FedEx | COM | 31428X106 | 2,352 | 12,967 | SH | SOLE | 0 | 0 | 12,967 | ||
Five9 Inc | COM | 338307101 | 251 | 4,760 | SH | SOLE | 0 | 0 | 4,760 | ||
General Dynamics | COM | 369550108 | 448 | 2,645 | SH | SOLE | 0 | 0 | 2,645 | ||
Global Payments Inc | COM | 37940X102 | 1,105 | 8,095 | SH | SOLE | 0 | 0 | 8,095 | ||
HCP Inc REIT | COM | 40414L109 | 1,170 | 37,391 | SH | SOLE | 0 | 0 | 37,391 | ||
Home Depot | COM | 437076102 | 1,516 | 7,901 | SH | SOLE | 0 | 0 | 7,901 | ||
Honeywell | COM | 438516106 | 207 | 1,300 | SH | SOLE | 0 | 0 | 1,300 | ||
HP Inc. | COM | 40434L105 | 464 | 23,878 | SH | SOLE | 0 | 0 | 23,878 | ||
IBM | COM | 459200101 | 333 | 2,359 | SH | SOLE | 0 | 0 | 2,359 | ||
Intel | COM | 458140100 | 3,445 | 64,157 | SH | SOLE | 0 | 0 | 64,157 | ||
Intuit Inc | COM | 461202103 | 685 | 2,620 | SH | SOLE | 0 | 0 | 2,620 | ||
iShares Core MSCI Emerging Mkts | COM | 46434G103 | 2,028 | 39,215 | SH | SOLE | 0 | 0 | 39,215 | ||
iShares MSCI EAFE | COM | 464287465 | 7,348 | 113,285 | SH | SOLE | 0 | 0 | 113,285 | ||
iShares Russell 1000 | COM | 464287622 | 436 | 2,769 | SH | SOLE | 0 | 0 | 2,769 | ||
iShares Russell 2000 | COM | 464287655 | 492 | 3,212 | SH | SOLE | 0 | 0 | 3,212 | ||
iShares Russell 2000 Value | COM | 464287630 | 5,838 | 48,692 | SH | SOLE | 0 | 0 | 48,692 | ||
iShares S&P 100 ETF | COM | 464287101 | 451 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
iShares S&P 500 | COM | 464287200 | 2,013 | 7,075 | SH | SOLE | 0 | 0 | 7,075 | ||
iShares S&P Midcap | COM | 464287507 | 367 | 1,940 | SH | SOLE | 0 | 0 | 1,940 | ||
iShares Small Cap Value | COM | 464287879 | 542 | 3,677 | SH | SOLE | 0 | 0 | 3,677 | ||
Johnson & Johnson | COM | 478160104 | 3,858 | 27,602 | SH | SOLE | 0 | 0 | 27,602 | ||
JP Morgan Chase | COM | 46625H100 | 3,013 | 29,765 | SH | SOLE | 0 | 0 | 29,765 | ||
Lab Corp of America | COM | 50540R409 | 1,916 | 12,527 | SH | SOLE | 0 | 0 | 12,527 | ||
Lowe's | COM | 548661107 | 271 | 2,480 | SH | SOLE | 0 | 0 | 2,480 | ||
Mc Donald's Corp | COM | 580135101 | 599 | 3,152 | SH | SOLE | 0 | 0 | 3,152 | ||
Medtronic | COM | G5960L103 | 1,725 | 18,941 | SH | SOLE | 0 | 0 | 18,941 | ||
Merck | COM | 58933Y105 | 658 | 7,906 | SH | SOLE | 0 | 0 | 7,906 | ||
Microsoft | COM | 594918104 | 4,905 | 41,590 | SH | SOLE | 0 | 0 | 41,590 | ||
Oracle | COM | 68389X105 | 3,087 | 57,473 | SH | SOLE | 0 | 0 | 57,473 | ||
Pepsico | COM | 713448108 | 2,931 | 23,918 | SH | SOLE | 0 | 0 | 23,918 | ||
Pfizer | COM | 717081103 | 1,053 | 24,798 | SH | SOLE | 0 | 0 | 24,798 | ||
Powershares QQQ | COM | 73935A104 | 323 | 1,796 | SH | SOLE | 0 | 0 | 1,796 | ||
Procter & Gamble | COM | 742718109 | 3,352 | 32,220 | SH | SOLE | 0 | 0 | 32,220 | ||
Public Storage | COM | 74460D109 | 1,319 | 6,055 | SH | SOLE | 0 | 0 | 6,055 | ||
Realty Income Corp | COM | 756109104 | 1,748 | 23,759 | SH | SOLE | 0 | 0 | 23,759 | ||
Royal Dutch Shell | COM | 780259206 | 1,915 | 30,599 | SH | SOLE | 0 | 0 | 30,599 | ||
S&P SPDR's | COM | 78462F103 | 680 | 2,406 | SH | SOLE | 0 | 0 | 2,406 | ||
Simon Property Group | COM | 828806109 | 1,477 | 8,109 | SH | SOLE | 0 | 0 | 8,109 | ||
SPDR Energy Sector ETF | COM | 81369Y506 | 246 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
Stryker | COM | 863667101 | 2,879 | 14,578 | SH | SOLE | 0 | 0 | 14,578 | ||
Target | COM | 87612E106 | 2,730 | 34,018 | SH | SOLE | 0 | 0 | 34,018 | ||
United Parcel Service | COM | 911312106 | 221 | 1,975 | SH | SOLE | 0 | 0 | 1,975 | ||
United Technologies | COM | 913017109 | 3,257 | 25,271 | SH | SOLE | 0 | 0 | 25,271 | ||
UnitedHealth Group | COM | 91324P102 | 223 | 900 | SH | SOLE | 0 | 0 | 900 | ||
US Bancorp | COM | 902973304 | 1,678 | 34,826 | SH | SOLE | 0 | 0 | 34,826 | ||
Vanguard 500 Index ETF | COM | 922908363 | 3,502 | 13,492 | SH | SOLE | 0 | 0 | 13,492 | ||
Vanguard Emerging Markets | COM | 922042858 | 3,391 | 79,796 | SH | SOLE | 0 | 0 | 79,796 | ||
Vanguard REIT | COM | 922908553 | 2,321 | 26,708 | SH | SOLE | 0 | 0 | 26,708 | ||
Vanguard Total Stock Market | COM | 922908769 | 2,764 | 19,097 | SH | SOLE | 0 | 0 | 19,097 | ||
Verizon | COM | 92343V104 | 2,410 | 40,760 | SH | SOLE | 0 | 0 | 40,760 | ||
Visa | COM | 92826C839 | 3,639 | 23,300 | SH | SOLE | 0 | 0 | 23,300 | ||
Walt Disney | COM | 254687106 | 2,570 | 23,148 | SH | SOLE | 0 | 0 | 23,148 | ||
Wells Fargo | COM | 949746101 | 4,302 | 89,040 | SH | SOLE | 0 | 0 | 89,040 |