0001398344-17-006465.txt : 20170515 0001398344-17-006465.hdr.sgml : 20170515 20170515171322 ACCESSION NUMBER: 0001398344-17-006465 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIMONBAKER & PARTNERS LLC CENTRAL INDEX KEY: 0001673693 IRS NUMBER: 464927993 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17450 FILM NUMBER: 17845752 BUSINESS ADDRESS: STREET 1: 301 BATTERY STREET, FLOOR 2 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-986-1112 MAIL ADDRESS: STREET 1: 301 BATTERY STREET, FLOOR 2 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001673693 XXXXXXXX 03-31-2017 03-31-2017 false SIMONBAKER & PARTNERS LLC

301 Battery Street, Floor 2 San Francisco CA 94111

13F HOLDINGS REPORT 028-17450 N Hannah Kim 415-986-1112 /s/ Hannah Kim San Francisco CA 05-15-2017 0 62 65934 INFORMATION TABLE 2 fp0025840_13fhr-table.xml 13F INFORMATION TABLE Alphabet Inc. Stock 02079K305 210 248 SH SOLE 0 0 248 Amazon.Com Inc Stock 023135106 385 434 SH SOLE 0 0 434 American Tower Corp Stock 03027X100 218 1792 SH SOLE 0 0 1792 Apple Inc Stock 037833100 696 4848 SH SOLE 0 0 4848 Berkshire Hathaway B Stock 084670702 325 1952 SH SOLE 0 0 1952 Celgene Corp Stock 151020104 381 3061 SH SOLE 0 0 3061 Cme Group Inc Stock 12572Q105 241 2032 SH SOLE 0 0 2032 Cognizant Tech Solu Stock 192446102 282 4743 SH SOLE 0 0 4743 Dow Chemical Co Stock 260543103 405 6335 SH SOLE 0 0 6335 Energy Select Sector ETF 81369Y506 421 6030 SH SOLE 0 0 6030 Equinix Inc Stock 29444U700 231 578 SH SOLE 0 0 578 Facebook Inc CL-A Stock 30303M102 288 2027 SH SOLE 0 0 2027 First TR LG Capital ETF 33735J101 673 13650 SH SOLE 0 0 13650 Illumina Inc Stock 452327109 285 1670 SH SOLE 0 0 1670 Intuitive Surgical Stock 46120E602 218 285 SH SOLE 0 0 285 iShares Core S&P 500 ETF 464287200 387 1633 SH SOLE 0 0 1633 iShares Core U.S. ETF 464287226 500 4610 SH SOLE 0 0 4610 iShares iBoxx High ETF 464288513 1559 17760 SH SOLE 0 0 17760 iShares MSCI EAFE ETF 464287465 3306 53072 SH SOLE 0 0 53072 iShares MSCI EAFE Small-Cap ETF 464288273 1841 34010 SH SOLE 0 0 34010 iShares MSCI EAFE Value ETF 464288877 1592 31650 SH SOLE 0 0 31650 iShares Russell ETF 464287630 1104 9340 SH SOLE 0 0 9340 iShares Russell ETF 464287622 344 2620 SH SOLE 0 0 2620 iShares Russell ETF 464287689 2107 15060 SH SOLE 0 0 15060 iShares Russell 1000 Lg Growth ETF 464287614 522 4588 SH SOLE 0 0 4588 iShares Russell 1000 Lg Value ETF 464287598 758 6592 SH SOLE 0 0 6592 iShares Russell 2000 ETF ETF 464287655 492 3580 SH SOLE 0 0 3580 iShares Russell 2000 Growth ETF 464287648 697 4310 SH SOLE 0 0 4310 iShares Russell Mid Cap Growth ETF 464287481 322 3101 SH SOLE 0 0 3101 iShares Russell Mid Cap Value ETF 464287473 522 6293 SH SOLE 0 0 6293 iShares S&P 500 Growth ETF ETF 464287309 1946 14800 SH SOLE 0 0 14800 iShares TR JP Mor Em ETF 464288281 359 3155 SH SOLE 0 0 3155 iShares Tr MSCI ACWI ETF 464288257 3247 51330 SH SOLE 0 0 51330 iShares Trust MSCI ETF 46432F396 1183 14310 SH SOLE 0 0 14310 iShares Trust MSCI ETF 46432F339 1310 17990 SH SOLE 0 0 17990 JP Morgan Chase Alerian MLP Stock 46625H365 459 14212 SH SOLE 0 0 14212 Microsoft Corp Stock 594918104 746 11324 SH SOLE 0 0 11324 Nike Inc Stock 654106103 309 5535 SH SOLE 0 0 5535 Paypal Holdings Inco Stock 70450Y103 202 4700 SH SOLE 0 0 4700 Phillips 66 Stock 718546104 231 2922 SH SOLE 0 0 2922 Powershares Financial Prefrd ETF 73935X229 378 20240 SH SOLE 0 0 20240 PowerShares QQQ TR ETF 73935A104 2792 21050 SH SOLE 0 0 21050 Priceline Group Stock 741503403 297 167 SH SOLE 0 0 167 Qualcomm Inc Stock 747525103 560 9768 SH SOLE 0 0 9768 S & P Global Inc Stock 78409V104 211 1611 SH SOLE 0 0 1611 Simpson Manufacturing Co Inc Stock 829073105 12394 287910 SH SOLE 0 0 287910 SPDR Barclays Convertible SE ETF 78464A359 561 11660 SH SOLE 0 0 11660 SPDR Dow Jones REIT ETF ETF 78464A607 321 3479 SH SOLE 0 0 3479 SPDR Series Trust ETF 78464A649 393 6880 SH SOLE 0 0 6880 Starbucks Corp Stock 855244109 359 6150 SH SOLE 0 0 6150 TJX Companies Inc Stock 872540109 317 4012 SH SOLE 0 0 4012 UBS E Tracs Alerian MLP Stock 902641646 492 16865 SH SOLE 0 0 16865 Vanguard FTSE All-World EX-U ETF 922042775 543 11350 SH SOLE 0 0 11350 Vanguard FTSE Emerging Mkts ETF 922042858 2256 56795 SH SOLE 0 0 56795 Vanguard Index FDS ETF 922908637 2073 19180 SH SOLE 0 0 19180 Vanguard Index Funds Vanguard Value ETF ETF 922908744 304 3190 SH SOLE 0 0 3190 Vanguard Tot World Stk ETF ETF 922042742 1308 20060 SH SOLE 0 0 20060 Vanguard Total Stock Market ETF 922908769 6062 49963 SH SOLE 0 0 49963 Vanguard US REIT ETF 922908553 1432 17335 SH SOLE 0 0 17335 Visa Inc Stock 92826C839 537 6039 SH SOLE 0 0 6039 Wells Fargo & Co Stock 949746101 383 6876 SH SOLE 0 0 6876 Wisdomtree TR Intl ETF 97717W760 653 9980 SH SOLE 0 0 9980