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 | 3,950 | 22,519 | SH | SOLE | 0 | 0 | 22,519 | ||
Abbott Laboratories | COM | 002824100 | 892 | 7,549 | SH | SOLE | 0 | 0 | 7,549 | ||
Abbvie Inc | COM | 00287Y109 | 5,440 | 50,427 | SH | SOLE | 0 | 0 | 50,427 | ||
Accenture | COM | G1151C101 | 800 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
Adobe Systems | COM | 00724F101 | 253 | 439 | SH | SOLE | 0 | 0 | 439 | ||
Allstate | COM | 020002101 | 820 | 6,443 | SH | SOLE | 0 | 0 | 6,443 | ||
Alphabet (Google) A | COM | 02079K305 | 9,226 | 3,451 | SH | SOLE | 0 | 0 | 3,451 | ||
Alphabet (Google) C | COM | 02079K107 | 1,663 | 624 | SH | SOLE | 0 | 0 | 624 | ||
Amazon | COM | 023135106 | 2,234 | 680 | SH | SOLE | 0 | 0 | 680 | ||
American Express | COM | 025816109 | 4,119 | 24,585 | SH | SOLE | 0 | 0 | 24,585 | ||
American Tower Corp REIT | COM | 03027X100 | 1,651 | 6,220 | SH | SOLE | 0 | 0 | 6,220 | ||
American Water Works | COM | 030420103 | 319 | 1,890 | SH | SOLE | 0 | 0 | 1,890 | ||
Amgen | COM | 031162100 | 5,148 | 24,208 | SH | SOLE | 0 | 0 | 24,208 | ||
Anheuser Busch | COM | 03524A108 | 1,244 | 22,072 | SH | SOLE | 0 | 0 | 22,072 | ||
Apple | COM | 037833100 | 6,339 | 44,796 | SH | SOLE | 0 | 0 | 44,796 | ||
AT&T | COM | 00206R102 | 3,169 | 117,332 | SH | SOLE | 0 | 0 | 117,332 | ||
Auto Data Processing | COM | 053015103 | 282 | 1,412 | SH | SOLE | 0 | 0 | 1,412 | ||
Avalonbay Community | COM | 053484101 | 3,343 | 15,084 | SH | SOLE | 0 | 0 | 15,084 | ||
Bank of America | COM | 060505104 | 4,159 | 97,973 | SH | SOLE | 0 | 0 | 97,973 | ||
Bank of Hawaii | COM | 062540109 | 214 | 2,600 | SH | SOLE | 0 | 0 | 2,600 | ||
Bank of NY Mellon | COM | 064058100 | 3,151 | 60,792 | SH | SOLE | 0 | 0 | 60,792 | ||
Berkshire Hathaway Cl A | COM | 084990175 | 411 | 1 | SH | SOLE | 0 | 0 | 1 | ||
Berkshire Hathaway Cl B | COM | 084670702 | 598 | 2,192 | SH | SOLE | 0 | 0 | 2,192 | ||
Blackrock | COM | 09247X101 | 327 | 390 | SH | SOLE | 0 | 0 | 390 | ||
Blackstone Group Inc | COM | 09260D107 | 346 | 2,975 | SH | SOLE | 0 | 0 | 2,975 | ||
Boston Properties | COM | 101121101 | 2,957 | 27,291 | SH | SOLE | 0 | 0 | 27,291 | ||
Bristol-Myers Squibb | COM | 110122108 | 1,798 | 30,379 | SH | SOLE | 0 | 0 | 30,379 | ||
Broadcom | COM | 11135F101 | 1,020 | 2,103 | SH | SOLE | 0 | 0 | 2,103 | ||
California Bancorp | COM | 13005U101 | 270 | 15,374 | SH | SOLE | 0 | 0 | 15,374 | ||
Capital One Financial | COM | 14040H105 | 593 | 3,659 | SH | SOLE | 0 | 0 | 3,659 | ||
Caterpillar | COM | 149123101 | 653 | 3,400 | SH | SOLE | 0 | 0 | 3,400 | ||
Charles Schwab | COM | 808513105 | 701 | 9,626 | SH | SOLE | 0 | 0 | 9,626 | ||
Chevron | COM | 166764100 | 3,765 | 37,109 | SH | SOLE | 0 | 0 | 37,109 | ||
Cisco Systems | COM | 17275R102 | 3,987 | 73,252 | SH | SOLE | 0 | 0 | 73,252 | ||
Coca Cola | COM | 191216100 | 262 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
Cognizant Technology | COM | 192446102 | 2,312 | 31,161 | SH | SOLE | 0 | 0 | 31,161 | ||
Colgate-Palmolive | COM | 194162103 | 1,495 | 19,777 | SH | SOLE | 0 | 0 | 19,777 | ||
ConocoPhillips | COM | 20825C104 | 428 | 6,316 | SH | SOLE | 0 | 0 | 6,316 | ||
Costco | COM | 22160K105 | 4,338 | 9,653 | SH | SOLE | 0 | 0 | 9,653 | ||
Cummins Inc | COM | 231021106 | 511 | 2,275 | SH | SOLE | 0 | 0 | 2,275 | ||
CVS Health | COM | 126650100 | 4,798 | 56,535 | SH | SOLE | 0 | 0 | 56,535 | ||
Denali Therapeutics | COM | 24823R105 | 1,411 | 27,967 | SH | SOLE | 0 | 0 | 27,967 | ||
Diageo | COM | 25243Q205 | 386 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
Digital Realty Trust | COM | 253868103 | 2,345 | 16,237 | SH | SOLE | 0 | 0 | 16,237 | ||
Emerson Electric | COM | 291011104 | 2,471 | 26,227 | SH | SOLE | 0 | 0 | 26,227 | ||
Exxon Mobil | COM | 30231G102 | 2,478 | 42,132 | SH | SOLE | 0 | 0 | 42,132 | ||
Facebook Inc Class A | COM | 30303M102 | 222 | 654 | SH | SOLE | 0 | 0 | 654 | ||
FedEx | COM | 31428X106 | 4,840 | 22,071 | SH | SOLE | 0 | 0 | 22,071 | ||
Five9 Inc | COM | 338307101 | 521 | 3,260 | SH | SOLE | 0 | 0 | 3,260 | ||
General Dynamics | COM | 369550108 | 533 | 2,720 | SH | SOLE | 0 | 0 | 2,720 | ||
Global Payments Inc | COM | 37940X102 | 2,242 | 14,229 | SH | SOLE | 0 | 0 | 14,229 | ||
Goldman Sachs | COM | 38141G104 | 2,904 | 7,682 | SH | SOLE | 0 | 0 | 7,682 | ||
Healthpeak Properties Inc | COM | 42250P103 | 2,890 | 86,307 | SH | SOLE | 0 | 0 | 86,307 | ||
Home Depot | COM | 437076102 | 3,223 | 9,820 | SH | SOLE | 0 | 0 | 9,820 | ||
Honeywell | COM | 438516106 | 259 | 1,220 | SH | SOLE | 0 | 0 | 1,220 | ||
HP Inc. | COM | 40434L105 | 442 | 16,147 | SH | SOLE | 0 | 0 | 16,147 | ||
IBM | COM | 459200101 | 205 | 1,476 | SH | SOLE | 0 | 0 | 1,476 | ||
Intel | COM | 458140100 | 4,656 | 87,386 | SH | SOLE | 0 | 0 | 87,386 | ||
Intuit Inc | COM | 461202103 | 809 | 1,500 | SH | SOLE | 0 | 0 | 1,500 | ||
Invesco DWA Basic Mat Momentum | COM | 46137V704 | 943 | 11,125 | SH | SOLE | 0 | 0 | 11,125 | ||
Invesco QQQ Trust | COM | 46090E103 | 930 | 2,598 | SH | SOLE | 0 | 0 | 2,598 | ||
Invesco Taxable Muni | COM | 46138G805 | 267 | 8,100 | SH | SOLE | 0 | 0 | 8,100 | ||
iRobot Corp | COM | 462726100 | 313 | 3,983 | SH | SOLE | 0 | 0 | 3,983 | ||
iShares Core MSCI EAFE | COM | 46432F842 | 8,807 | 118,611 | SH | SOLE | 0 | 0 | 118,611 | ||
iShares Core MSCI Emerging Markets | COM | 46434G103 | 5,470 | 88,563 | SH | SOLE | 0 | 0 | 88,563 | ||
iShares Dow Jones US Tech Sector | COM | 464287721 | 4,513 | 44,572 | SH | SOLE | 0 | 0 | 44,572 | ||
iShares MSCI EAFE | COM | 464287465 | 4,041 | 51,802 | SH | SOLE | 0 | 0 | 51,802 | ||
iShares Russell 1000 | COM | 464287622 | 677 | 2,800 | SH | SOLE | 0 | 0 | 2,800 | ||
iShares Russell 2000 | COM | 464287655 | 744 | 3,403 | SH | SOLE | 0 | 0 | 3,403 | ||
iShares Russell 2000 Value | COM | 464287630 | 13,463 | 84,023 | SH | SOLE | 0 | 0 | 84,023 | ||
iShares S&P 100 ETF | COM | 464287101 | 711 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
iShares S&P 500 | COM | 464287200 | 2,571 | 5,967 | SH | SOLE | 0 | 0 | 5,967 | ||
iShares S&P Midcap | COM | 464287507 | 484 | 1,841 | SH | SOLE | 0 | 0 | 1,841 | ||
iShares S&P Small Cap | COM | 464287804 | 282 | 2,578 | SH | SOLE | 0 | 0 | 2,578 | ||
iShares Short-Term Corp Bond ETF | COM | 464288646 | 9,294 | 170,087 | SH | SOLE | 0 | 0 | 170,087 | ||
iShares Small Cap Value | COM | 464287879 | 1,176 | 11,679 | SH | SOLE | 0 | 0 | 11,679 | ||
Johnson & Johnson | COM | 478160104 | 7,422 | 45,959 | SH | SOLE | 0 | 0 | 45,959 | ||
JP Morgan Chase | COM | 46625H100 | 6,730 | 41,115 | SH | SOLE | 0 | 0 | 41,115 | ||
Lab Corp of America | COM | 50540R409 | 5,203 | 18,488 | SH | SOLE | 0 | 0 | 18,488 | ||
Lowe's | COM | 548661107 | 399 | 1,965 | SH | SOLE | 0 | 0 | 1,965 | ||
Mastercard Inc | COM | 57636Q104 | 4,769 | 13,717 | SH | SOLE | 0 | 0 | 13,717 | ||
Matson Inc. | COM | 57686G105 | 2,152 | 26,658 | SH | SOLE | 0 | 0 | 26,658 | ||
Mc Donald's Corp | COM | 580135101 | 663 | 2,750 | SH | SOLE | 0 | 0 | 2,750 | ||
Medtronic | COM | G5960L103 | 2,846 | 22,708 | SH | SOLE | 0 | 0 | 22,708 | ||
Merck | COM | 58933Y105 | 496 | 6,600 | SH | SOLE | 0 | 0 | 6,600 | ||
Microsoft | COM | 594918104 | 9,991 | 35,439 | SH | SOLE | 0 | 0 | 35,439 | ||
Mid America Apartment Co | COM | 59522J103 | 503 | 2,691 | SH | SOLE | 0 | 0 | 2,691 | ||
Mid Cap SPDR's | COM | 78467Y107 | 238 | 494 | SH | SOLE | 0 | 0 | 494 | ||
National Retail Properties | COM | 637417106 | 416 | 9,625 | SH | SOLE | 0 | 0 | 9,625 | ||
Netflix | COM | 64110L106 | 253 | 415 | SH | SOLE | 0 | 0 | 415 | ||
NextEra Energy | COM | 65339F101 | 314 | 3,996 | SH | SOLE | 0 | 0 | 3,996 | ||
Nike | COM | 654106103 | 2,719 | 18,720 | SH | SOLE | 0 | 0 | 18,720 | ||
Oracle | COM | 68389X105 | 5,943 | 68,205 | SH | SOLE | 0 | 0 | 68,205 | ||
Otis Worldwide Corp | COM | 68902V107 | 348 | 4,225 | SH | SOLE | 0 | 0 | 4,225 | ||
Pepsico | COM | 713448108 | 4,793 | 31,867 | SH | SOLE | 0 | 0 | 31,867 | ||
Pfizer | COM | 717081103 | 2,264 | 52,642 | SH | SOLE | 0 | 0 | 52,642 | ||
Powershares Water Resources | COM | 46137V142 | 1,015 | 18,556 | SH | SOLE | 0 | 0 | 18,556 | ||
Procter & Gamble | COM | 742718109 | 6,870 | 49,144 | SH | SOLE | 0 | 0 | 49,144 | ||
Public Storage | COM | 74460D109 | 2,899 | 9,757 | SH | SOLE | 0 | 0 | 9,757 | ||
Raytheon Technologies Co | COM | 75513E101 | 5,118 | 59,541 | SH | SOLE | 0 | 0 | 59,541 | ||
Realty Income Corp | COM | 756109104 | 3,572 | 55,072 | SH | SOLE | 0 | 0 | 55,072 | ||
Royal Caribbean Cruise | COM | V7780T103 | 218 | 2,450 | SH | SOLE | 0 | 0 | 2,450 | ||
Royal Dutch Shell | COM | 780259206 | 2,528 | 56,715 | SH | SOLE | 0 | 0 | 56,715 | ||
S&P SPDR's | COM | 78462F103 | 978 | 2,279 | SH | SOLE | 0 | 0 | 2,279 | ||
Schwab US Dividend | COM | 808524797 | 216 | 2,915 | SH | SOLE | 0 | 0 | 2,915 | ||
Schwab US TIPS ETF | COM | 808524870 | 794 | 12,681 | SH | SOLE | 0 | 0 | 12,681 | ||
Simon Property Group | COM | 828806109 | 2,864 | 22,034 | SH | SOLE | 0 | 0 | 22,034 | ||
Southwest Airlines Co | COM | 844741108 | 2,495 | 48,503 | SH | SOLE | 0 | 0 | 48,503 | ||
SPDR Healthcare Select | COM | 81369Y209 | 220 | 1,725 | SH | SOLE | 0 | 0 | 1,725 | ||
SPDR S&P 500 Growth ETF | COM | 78464A409 | 222 | 3,468 | SH | SOLE | 0 | 0 | 3,468 | ||
Stag Industrial Inc | COM | 85254J102 | 336 | 8,550 | SH | SOLE | 0 | 0 | 8,550 | ||
Stryker | COM | 863667101 | 4,578 | 17,360 | SH | SOLE | 0 | 0 | 17,360 | ||
Target | COM | 87612E106 | 6,554 | 28,650 | SH | SOLE | 0 | 0 | 28,650 | ||
Tesla Motors | COM | 88160R101 | 2,281 | 2,942 | SH | SOLE | 0 | 0 | 2,942 | ||
TJX Companies | COM | 872540109 | 1,325 | 20,080 | SH | SOLE | 0 | 0 | 20,080 | ||
Union Pacific | COM | 907818108 | 1,444 | 7,365 | SH | SOLE | 0 | 0 | 7,365 | ||
UnitedHealth Group | COM | 91324P102 | 254 | 650 | SH | SOLE | 0 | 0 | 650 | ||
US Bancorp | COM | 902973304 | 895 | 15,060 | SH | SOLE | 0 | 0 | 15,060 | ||
Vanguard 500 Index ETF | COM | 922908363 | 3,401 | 8,623 | SH | SOLE | 0 | 0 | 8,623 | ||
Vanguard Emerging Markets | COM | 922042858 | 6,866 | 137,297 | SH | SOLE | 0 | 0 | 137,297 | ||
Vanguard REIT | COM | 922908553 | 3,434 | 33,741 | SH | SOLE | 0 | 0 | 33,741 | ||
Vanguard Short-Term Bond Idx ETF | COM | 921937827 | 8,673 | 105,848 | SH | SOLE | 0 | 0 | 105,848 | ||
Vanguard Total Stock Market | COM | 922908769 | 1,939 | 8,731 | SH | SOLE | 0 | 0 | 8,731 | ||
Verizon | COM | 92343V104 | 3,781 | 70,010 | SH | SOLE | 0 | 0 | 70,010 | ||
Visa | COM | 92826C839 | 6,624 | 29,738 | SH | SOLE | 0 | 0 | 29,738 | ||
Wal-Mart | COM | 931142103 | 307 | 2,200 | SH | SOLE | 0 | 0 | 2,200 | ||
Walt Disney | COM | 254687106 | 4,043 | 23,897 | SH | SOLE | 0 | 0 | 23,897 | ||
Wells Fargo | COM | 949746101 | 4,292 | 92,474 | SH | SOLE | 0 | 0 | 92,474 |