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 | 2,466 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
Abbott Laboratories | COM | 002824100 | 664 | 7,939 | SH | SOLE | 0 | 0 | 7,939 | ||
Abbvie Inc | COM | 00287Y109 | 2,734 | 36,106 | SH | SOLE | 0 | 0 | 36,106 | ||
Accenture | COM | G1151C101 | 481 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
Alphabet (Google) A | COM | 02079K305 | 2,934 | 2,403 | SH | SOLE | 0 | 0 | 2,403 | ||
Alphabet (Google) C | COM | 02079K107 | 1,028 | 843 | SH | SOLE | 0 | 0 | 843 | ||
Amazon | COM | 023135106 | 351 | 202 | SH | SOLE | 0 | 0 | 202 | ||
American Express | COM | 025816109 | 1,230 | 10,400 | SH | SOLE | 0 | 0 | 10,400 | ||
Amgen | COM | 031162100 | 2,725 | 14,084 | SH | SOLE | 0 | 0 | 14,084 | ||
Anheuser Busch | COM | 03524A108 | 738 | 7,760 | SH | SOLE | 0 | 0 | 7,760 | ||
Apple | COM | 037833100 | 1,733 | 7,737 | SH | SOLE | 0 | 0 | 7,737 | ||
AT&T | COM | 00206R102 | 2,210 | 58,401 | SH | SOLE | 0 | 0 | 58,401 | ||
Auto Data Processing | COM | 053015103 | 222 | 1,374 | SH | SOLE | 0 | 0 | 1,374 | ||
Avalonbay Community | COM | 053484101 | 1,856 | 8,619 | SH | SOLE | 0 | 0 | 8,619 | ||
Bank of America | COM | 060505104 | 2,550 | 87,426 | SH | SOLE | 0 | 0 | 87,426 | ||
Bank of NY Mellon | COM | 064058100 | 1,523 | 33,693 | SH | SOLE | 0 | 0 | 33,693 | ||
Berkshire Hathaway A | COM | 084670108 | 312 | 1 | SH | SOLE | 0 | 0 | 1 | ||
Boston Properties | COM | 101121101 | 1,559 | 12,021 | SH | SOLE | 0 | 0 | 12,021 | ||
Bristol-Myers Squibb | COM | 110122108 | 342 | 6,740 | SH | SOLE | 0 | 0 | 6,740 | ||
Capital One Financial | COM | 14040H105 | 1,580 | 17,364 | SH | SOLE | 0 | 0 | 17,364 | ||
Caterpillar | COM | 149123101 | 366 | 2,900 | SH | SOLE | 0 | 0 | 2,900 | ||
Celgene | COM | 151020104 | 815 | 8,212 | SH | SOLE | 0 | 0 | 8,212 | ||
Chevron | COM | 166764100 | 2,933 | 24,731 | SH | SOLE | 0 | 0 | 24,731 | ||
Cisco Systems | COM | 17275R102 | 3,038 | 61,493 | SH | SOLE | 0 | 0 | 61,493 | ||
Coca Cola | COM | 191216100 | 279 | 5,117 | SH | SOLE | 0 | 0 | 5,117 | ||
Cognizant Technology | COM | 192446102 | 785 | 13,030 | SH | SOLE | 0 | 0 | 13,030 | ||
Colgate-Palmolive | COM | 194162103 | 592 | 8,055 | SH | SOLE | 0 | 0 | 8,055 | ||
Costco | COM | 22160K105 | 1,547 | 5,369 | SH | SOLE | 0 | 0 | 5,369 | ||
CVS Health | COM | 126650100 | 2,266 | 35,921 | SH | SOLE | 0 | 0 | 35,921 | ||
Diageo | COM | 25243Q205 | 327 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
Digital Realty Trust | COM | 253868103 | 1,635 | 12,593 | SH | SOLE | 0 | 0 | 12,593 | ||
Emerson Electric | COM | 291011104 | 1,735 | 25,943 | SH | SOLE | 0 | 0 | 25,943 | ||
Exxon Mobil | COM | 30231G102 | 2,192 | 31,045 | SH | SOLE | 0 | 0 | 31,045 | ||
FedEx | COM | 31428X106 | 2,126 | 14,604 | SH | SOLE | 0 | 0 | 14,604 | ||
Five9 Inc | COM | 338307101 | 256 | 4,760 | SH | SOLE | 0 | 0 | 4,760 | ||
General Dynamics | COM | 369550108 | 483 | 2,645 | SH | SOLE | 0 | 0 | 2,645 | ||
Global Payments Inc | COM | 37940X102 | 1,729 | 10,875 | SH | SOLE | 0 | 0 | 10,875 | ||
HCP Inc REIT | COM | 40414L109 | 1,345 | 37,748 | SH | SOLE | 0 | 0 | 37,748 | ||
Home Depot | COM | 437076102 | 1,860 | 8,017 | SH | SOLE | 0 | 0 | 8,017 | ||
Honeywell | COM | 438516106 | 241 | 1,425 | SH | SOLE | 0 | 0 | 1,425 | ||
HP Inc. | COM | 40434L105 | 439 | 23,193 | SH | SOLE | 0 | 0 | 23,193 | ||
IBM | COM | 459200101 | 344 | 2,367 | SH | SOLE | 0 | 0 | 2,367 | ||
Intel | COM | 458140100 | 3,387 | 65,722 | SH | SOLE | 0 | 0 | 65,722 | ||
Intuit Inc | COM | 461202103 | 697 | 2,620 | SH | SOLE | 0 | 0 | 2,620 | ||
iShares Core MSCI Emerging Mkts | COM | 46434G103 | 1,960 | 39,980 | SH | SOLE | 0 | 0 | 39,980 | ||
iShares MSCI EAFE | COM | 464287465 | 7,751 | 118,869 | SH | SOLE | 0 | 0 | 118,869 | ||
iShares Russell 1000 | COM | 464287622 | 468 | 2,844 | SH | SOLE | 0 | 0 | 2,844 | ||
iShares Russell 2000 | COM | 464287655 | 487 | 3,220 | SH | SOLE | 0 | 0 | 3,220 | ||
iShares Russell 2000 Value | COM | 464287630 | 6,009 | 50,318 | SH | SOLE | 0 | 0 | 50,318 | ||
iShares S&P 100 ETF | COM | 464287101 | 473 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
iShares S&P 500 | COM | 464287200 | 2,114 | 7,082 | SH | SOLE | 0 | 0 | 7,082 | ||
iShares S&P Midcap | COM | 464287507 | 375 | 1,940 | SH | SOLE | 0 | 0 | 1,940 | ||
iShares S&P Small Cap | COM | 464287804 | 201 | 2,585 | SH | SOLE | 0 | 0 | 2,585 | ||
iShares Small Cap Value | COM | 464287879 | 557 | 3,709 | SH | SOLE | 0 | 0 | 3,709 | ||
Johnson & Johnson | COM | 478160104 | 3,583 | 27,696 | SH | SOLE | 0 | 0 | 27,696 | ||
JP Morgan Chase | COM | 46625H100 | 3,558 | 30,230 | SH | SOLE | 0 | 0 | 30,230 | ||
Lab Corp of America | COM | 50540R409 | 2,091 | 12,445 | SH | SOLE | 0 | 0 | 12,445 | ||
Lowe's | COM | 548661107 | 273 | 2,480 | SH | SOLE | 0 | 0 | 2,480 | ||
Mc Donald's Corp | COM | 580135101 | 677 | 3,152 | SH | SOLE | 0 | 0 | 3,152 | ||
Medtronic | COM | G5960L103 | 2,116 | 19,481 | SH | SOLE | 0 | 0 | 19,481 | ||
Merck | COM | 58933Y105 | 667 | 7,925 | SH | SOLE | 0 | 0 | 7,925 | ||
Microsoft | COM | 594918104 | 5,572 | 40,074 | SH | SOLE | 0 | 0 | 40,074 | ||
NextEra Energy | COM | 65339F101 | 209 | 898 | SH | SOLE | 0 | 0 | 898 | ||
Oracle | COM | 68389X105 | 3,130 | 56,886 | SH | SOLE | 0 | 0 | 56,886 | ||
Pepsico | COM | 713448108 | 3,286 | 23,970 | SH | SOLE | 0 | 0 | 23,970 | ||
Pfizer | COM | 717081103 | 893 | 24,846 | SH | SOLE | 0 | 0 | 24,846 | ||
Powershares QQQ | COM | 73935A104 | 332 | 1,756 | SH | SOLE | 0 | 0 | 1,756 | ||
Procter & Gamble | COM | 742718109 | 4,026 | 32,368 | SH | SOLE | 0 | 0 | 32,368 | ||
Public Storage | COM | 74460D109 | 1,484 | 6,050 | SH | SOLE | 0 | 0 | 6,050 | ||
Realty Income Corp | COM | 756109104 | 1,809 | 23,592 | SH | SOLE | 0 | 0 | 23,592 | ||
Royal Dutch Shell | COM | 780259206 | 1,870 | 31,784 | SH | SOLE | 0 | 0 | 31,784 | ||
S&P SPDR's | COM | 78462F103 | 717 | 2,418 | SH | SOLE | 0 | 0 | 2,418 | ||
Simon Property Group | COM | 828806109 | 1,265 | 8,127 | SH | SOLE | 0 | 0 | 8,127 | ||
SPDR Energy Sector ETF | COM | 81369Y506 | 221 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
Stryker | COM | 863667101 | 3,120 | 14,423 | SH | SOLE | 0 | 0 | 14,423 | ||
Target | COM | 87612E106 | 3,689 | 34,504 | SH | SOLE | 0 | 0 | 34,504 | ||
United Technologies | COM | 913017109 | 3,472 | 25,431 | SH | SOLE | 0 | 0 | 25,431 | ||
US Bancorp | COM | 902973304 | 1,946 | 35,166 | SH | SOLE | 0 | 0 | 35,166 | ||
Vanguard 500 Index ETF | COM | 922908363 | 3,244 | 11,900 | SH | SOLE | 0 | 0 | 11,900 | ||
Vanguard Emerging Markets | COM | 922042858 | 3,416 | 84,848 | SH | SOLE | 0 | 0 | 84,848 | ||
Vanguard REIT | COM | 922908553 | 2,499 | 26,797 | SH | SOLE | 0 | 0 | 26,797 | ||
Vanguard Total Stock Market | COM | 922908769 | 2,666 | 17,656 | SH | SOLE | 0 | 0 | 17,656 | ||
Verizon | COM | 92343V104 | 2,502 | 41,455 | SH | SOLE | 0 | 0 | 41,455 | ||
Visa | COM | 92826C839 | 3,946 | 22,942 | SH | SOLE | 0 | 0 | 22,942 | ||
Wal-Mart | COM | 931142103 | 237 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
Walt Disney | COM | 254687106 | 2,982 | 22,882 | SH | SOLE | 0 | 0 | 22,882 | ||
Wells Fargo | COM | 949746101 | 4,592 | 91,031 | SH | SOLE | 0 | 0 | 91,031 |