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 | 3,570 | 23,979 | SH | SOLE | 0 | 0 | 23,979 | ||
Abbott Laboratories | COM | 002824100 | 881 | 7,444 | SH | SOLE | 0 | 0 | 7,444 | ||
Abbvie Inc | COM | 00287Y109 | 7,946 | 49,014 | SH | SOLE | 0 | 0 | 49,014 | ||
Accenture | COM | G1151C101 | 843 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
Adobe Systems | COM | 00724F101 | 212 | 466 | SH | SOLE | 0 | 0 | 466 | ||
Allstate | COM | 020002101 | 1,951 | 14,086 | SH | SOLE | 0 | 0 | 14,086 | ||
Alphabet (Google) A | COM | 02079K305 | 9,523 | 3,424 | SH | SOLE | 0 | 0 | 3,424 | ||
Alphabet (Google) C | COM | 02079K107 | 1,550 | 555 | SH | SOLE | 0 | 0 | 555 | ||
Amazon | COM | 023135106 | 2,168 | 665 | SH | SOLE | 0 | 0 | 665 | ||
American Express | COM | 025816109 | 4,534 | 24,245 | SH | SOLE | 0 | 0 | 24,245 | ||
American Tower Corp REIT | COM | 03027X100 | 1,511 | 6,015 | SH | SOLE | 0 | 0 | 6,015 | ||
American Water Works | COM | 030420103 | 295 | 1,780 | SH | SOLE | 0 | 0 | 1,780 | ||
Amgen | COM | 031162100 | 6,114 | 25,283 | SH | SOLE | 0 | 0 | 25,283 | ||
Anheuser Busch | COM | 03524A108 | 1,403 | 23,352 | SH | SOLE | 0 | 0 | 23,352 | ||
Apple | COM | 037833100 | 8,154 | 46,696 | SH | SOLE | 0 | 0 | 46,696 | ||
AT&T | COM | 00206R102 | 3,099 | 131,132 | SH | SOLE | 0 | 0 | 131,132 | ||
Auto Data Processing | COM | 053015103 | 313 | 1,377 | SH | SOLE | 0 | 0 | 1,377 | ||
Avalonbay Community | COM | 053484101 | 3,897 | 15,691 | SH | SOLE | 0 | 0 | 15,691 | ||
Bank of America | COM | 060505104 | 4,046 | 98,148 | SH | SOLE | 0 | 0 | 98,148 | ||
Bank of Hawaii | COM | 062540109 | 218 | 2,600 | SH | SOLE | 0 | 0 | 2,600 | ||
Bank of NY Mellon | COM | 064058100 | 2,953 | 59,506 | SH | SOLE | 0 | 0 | 59,506 | ||
Berkshire Hathaway Cl A | COM | 084670108 | 529 | 1 | SH | SOLE | 0 | 0 | 1 | ||
Berkshire Hathaway Cl B | COM | 084670702 | 780 | 2,209 | SH | SOLE | 0 | 0 | 2,209 | ||
Blackrock | COM | 09247X101 | 233 | 305 | SH | SOLE | 0 | 0 | 305 | ||
Blackstone Group Inc | COM | 09260D107 | 351 | 2,765 | SH | SOLE | 0 | 0 | 2,765 | ||
Boston Properties | COM | 101121101 | 3,827 | 29,712 | SH | SOLE | 0 | 0 | 29,712 | ||
Bristol-Myers Squibb | COM | 110122108 | 2,501 | 34,249 | SH | SOLE | 0 | 0 | 34,249 | ||
Broadcom | COM | 11135F101 | 2,190 | 3,478 | SH | SOLE | 0 | 0 | 3,478 | ||
California Bancorp | COM | 13005U101 | 354 | 15,374 | SH | SOLE | 0 | 0 | 15,374 | ||
Capital One Financial | COM | 14040H105 | 486 | 3,704 | SH | SOLE | 0 | 0 | 3,704 | ||
Caterpillar | COM | 149123101 | 758 | 3,400 | SH | SOLE | 0 | 0 | 3,400 | ||
Charles Schwab | COM | 808513105 | 755 | 8,950 | SH | SOLE | 0 | 0 | 8,950 | ||
Chevron | COM | 166764100 | 5,788 | 35,549 | SH | SOLE | 0 | 0 | 35,549 | ||
Cisco Systems | COM | 17275R102 | 4,040 | 72,462 | SH | SOLE | 0 | 0 | 72,462 | ||
Coca Cola | COM | 191216100 | 310 | 5,002 | SH | SOLE | 0 | 0 | 5,002 | ||
Cognizant Technology | COM | 192446102 | 2,801 | 31,234 | SH | SOLE | 0 | 0 | 31,234 | ||
Colgate-Palmolive | COM | 194162103 | 1,479 | 19,507 | SH | SOLE | 0 | 0 | 19,507 | ||
ConocoPhillips | COM | 20825C104 | 616 | 6,156 | SH | SOLE | 0 | 0 | 6,156 | ||
Costco | COM | 22160K105 | 5,343 | 9,279 | SH | SOLE | 0 | 0 | 9,279 | ||
Cummins Inc | COM | 231021106 | 431 | 2,100 | SH | SOLE | 0 | 0 | 2,100 | ||
CVS Health | COM | 126650100 | 5,443 | 53,776 | SH | SOLE | 0 | 0 | 53,776 | ||
Denali Therapeutics | COM | 24823R105 | 900 | 27,967 | SH | SOLE | 0 | 0 | 27,967 | ||
Diageo | COM | 25243Q205 | 386 | 1,900 | SH | SOLE | 0 | 0 | 1,900 | ||
Digital Realty Trust | COM | 253868103 | 2,430 | 17,137 | SH | SOLE | 0 | 0 | 17,137 | ||
Emerson Electric | COM | 291011104 | 2,481 | 25,306 | SH | SOLE | 0 | 0 | 25,306 | ||
Essex Property | COM | 297178105 | 585 | 1,694 | SH | SOLE | 0 | 0 | 1,694 | ||
Exxon Mobil | COM | 30231G102 | 3,297 | 39,917 | SH | SOLE | 0 | 0 | 39,917 | ||
FedEx | COM | 31428X106 | 5,328 | 23,028 | SH | SOLE | 0 | 0 | 23,028 | ||
Five9 Inc | COM | 338307101 | 319 | 2,885 | SH | SOLE | 0 | 0 | 2,885 | ||
General Dynamics | COM | 369550108 | 650 | 2,695 | SH | SOLE | 0 | 0 | 2,695 | ||
Global Payments Inc | COM | 37940X102 | 2,382 | 17,407 | SH | SOLE | 0 | 0 | 17,407 | ||
Goldman Sachs | COM | 38141G104 | 2,443 | 7,400 | SH | SOLE | 0 | 0 | 7,400 | ||
Healthpeak Properties Inc | COM | 42250P103 | 3,259 | 94,922 | SH | SOLE | 0 | 0 | 94,922 | ||
Home Depot | COM | 437076102 | 3,062 | 10,228 | SH | SOLE | 0 | 0 | 10,228 | ||
Honeywell | COM | 438516106 | 226 | 1,163 | SH | SOLE | 0 | 0 | 1,163 | ||
HP Inc. | COM | 40434L105 | 570 | 15,697 | SH | SOLE | 0 | 0 | 15,697 | ||
Intel | COM | 458140100 | 4,418 | 89,141 | SH | SOLE | 0 | 0 | 89,141 | ||
Intuit Inc | COM | 461202103 | 688 | 1,430 | SH | SOLE | 0 | 0 | 1,430 | ||
Invesco DWA Basic Mat Momentum | COM | 46137V704 | 1,091 | 11,050 | SH | SOLE | 0 | 0 | 11,050 | ||
Invesco QQQ Trust | COM | 46090E103 | 957 | 2,639 | SH | SOLE | 0 | 0 | 2,639 | ||
Invesco Taxable Muni | COM | 46138G805 | 217 | 7,300 | SH | SOLE | 0 | 0 | 7,300 | ||
iRobot Corp | COM | 462726100 | 205 | 3,238 | SH | SOLE | 0 | 0 | 3,238 | ||
iShares Core MSCI EAFE | COM | 46432F842 | 9,204 | 132,410 | SH | SOLE | 0 | 0 | 132,410 | ||
iShares Core MSCI Emerging Markets | COM | 46434G103 | 6,230 | 112,159 | SH | SOLE | 0 | 0 | 112,159 | ||
iShares Dow Jones US Tech Sector | COM | 464287721 | 4,396 | 42,662 | SH | SOLE | 0 | 0 | 42,662 | ||
iShares MSCI EAFE | COM | 464287465 | 3,663 | 49,765 | SH | SOLE | 0 | 0 | 49,765 | ||
iShares Russell 1000 | COM | 464287622 | 670 | 2,681 | SH | SOLE | 0 | 0 | 2,681 | ||
iShares Russell 2000 | COM | 464287655 | 671 | 3,268 | SH | SOLE | 0 | 0 | 3,268 | ||
iShares Russell 2000 Value | COM | 464287630 | 14,136 | 87,585 | SH | SOLE | 0 | 0 | 87,585 | ||
iShares S&P 100 ETF | COM | 464287101 | 751 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
iShares S&P 500 | COM | 464287200 | 2,631 | 5,799 | SH | SOLE | 0 | 0 | 5,799 | ||
iShares S&P Midcap | COM | 464287507 | 506 | 1,886 | SH | SOLE | 0 | 0 | 1,886 | ||
iShares S&P Small Cap | COM | 464287804 | 278 | 2,582 | SH | SOLE | 0 | 0 | 2,582 | ||
iShares Short-Term Corp Bond ETF | COM | 464288646 | 9,634 | 186,279 | SH | SOLE | 0 | 0 | 186,279 | ||
iShares Small Cap Value | COM | 464287879 | 1,124 | 10,982 | SH | SOLE | 0 | 0 | 10,982 | ||
Johnson & Johnson | COM | 478160104 | 8,288 | 46,765 | SH | SOLE | 0 | 0 | 46,765 | ||
JP Morgan Chase | COM | 46625H100 | 5,648 | 41,429 | SH | SOLE | 0 | 0 | 41,429 | ||
Lab Corp of America | COM | 50540R409 | 4,687 | 17,776 | SH | SOLE | 0 | 0 | 17,776 | ||
Lowe's | COM | 548661107 | 393 | 1,945 | SH | SOLE | 0 | 0 | 1,945 | ||
Mastercard Inc | COM | 57636Q104 | 4,662 | 13,044 | SH | SOLE | 0 | 0 | 13,044 | ||
Matson Inc. | COM | 57686G105 | 1,981 | 16,426 | SH | SOLE | 0 | 0 | 16,426 | ||
Mc Donald's Corp | COM | 580135101 | 680 | 2,751 | SH | SOLE | 0 | 0 | 2,751 | ||
Medtronic | COM | G5960L103 | 2,659 | 23,967 | SH | SOLE | 0 | 0 | 23,967 | ||
Merck | COM | 58933Y105 | 543 | 6,615 | SH | SOLE | 0 | 0 | 6,615 | ||
Microsoft | COM | 594918104 | 10,155 | 32,939 | SH | SOLE | 0 | 0 | 32,939 | ||
Mid America Apartment Co | COM | 59522J103 | 507 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | ||
Mid Cap SPDR's | COM | 78467Y107 | 242 | 494 | SH | SOLE | 0 | 0 | 494 | ||
National Retail Properties | COM | 637417106 | 421 | 9,375 | SH | SOLE | 0 | 0 | 9,375 | ||
NextEra Energy | COM | 65339F101 | 339 | 3,996 | SH | SOLE | 0 | 0 | 3,996 | ||
Nike | COM | 654106103 | 2,358 | 17,524 | SH | SOLE | 0 | 0 | 17,524 | ||
Oracle | COM | 68389X105 | 5,629 | 68,043 | SH | SOLE | 0 | 0 | 68,043 | ||
Otis Worldwide Corp | COM | 68902V107 | 325 | 4,225 | SH | SOLE | 0 | 0 | 4,225 | ||
Pepsico | COM | 713448108 | 5,442 | 32,511 | SH | SOLE | 0 | 0 | 32,511 | ||
Pfizer | COM | 717081103 | 2,689 | 51,944 | SH | SOLE | 0 | 0 | 51,944 | ||
Powershares Water Resources | COM | 46137V142 | 918 | 17,310 | SH | SOLE | 0 | 0 | 17,310 | ||
Procter & Gamble | COM | 742718109 | 7,507 | 49,129 | SH | SOLE | 0 | 0 | 49,129 | ||
Public Storage | COM | 74460D109 | 3,853 | 9,873 | SH | SOLE | 0 | 0 | 9,873 | ||
Raytheon Technologies Co | COM | 75513E101 | 5,819 | 58,734 | SH | SOLE | 0 | 0 | 58,734 | ||
Realty Income Corp | COM | 756109104 | 4,032 | 58,176 | SH | SOLE | 0 | 0 | 58,176 | ||
Royal Caribbean Cruise | COM | V7780T103 | 205 | 2,450 | SH | SOLE | 0 | 0 | 2,450 | ||
S&P SPDR's | COM | 78462F103 | 916 | 2,029 | SH | SOLE | 0 | 0 | 2,029 | ||
Schwab US Dividend | COM | 808524797 | 232 | 2,939 | SH | SOLE | 0 | 0 | 2,939 | ||
Schwab US TIPS ETF | COM | 808524870 | 751 | 12,375 | SH | SOLE | 0 | 0 | 12,375 | ||
Shell PLC | COM | 780259305 | 3,068 | 55,845 | SH | SOLE | 0 | 0 | 55,845 | ||
Simon Property Group | COM | 828806109 | 3,117 | 23,694 | SH | SOLE | 0 | 0 | 23,694 | ||
Southwest Airlines Co | COM | 844741108 | 2,437 | 53,206 | SH | SOLE | 0 | 0 | 53,206 | ||
SPDR Energy Sector ETF | COM | 81369Y506 | 224 | 2,925 | SH | SOLE | 0 | 0 | 2,925 | ||
SPDR Healthcare Select | COM | 81369Y209 | 216 | 1,575 | SH | SOLE | 0 | 0 | 1,575 | ||
SPDR S&P 500 Growth ETF | COM | 78464A409 | 230 | 3,468 | SH | SOLE | 0 | 0 | 3,468 | ||
Stag Industrial Inc | COM | 85254J102 | 333 | 8,050 | SH | SOLE | 0 | 0 | 8,050 | ||
Stryker | COM | 863667101 | 4,635 | 17,335 | SH | SOLE | 0 | 0 | 17,335 | ||
Target | COM | 87612E106 | 6,042 | 28,472 | SH | SOLE | 0 | 0 | 28,472 | ||
Tesla Motors | COM | 88160R101 | 2,707 | 2,512 | SH | SOLE | 0 | 0 | 2,512 | ||
TJX Companies | COM | 872540109 | 1,151 | 19,000 | SH | SOLE | 0 | 0 | 19,000 | ||
Union Pacific | COM | 907818108 | 1,949 | 7,135 | SH | SOLE | 0 | 0 | 7,135 | ||
UnitedHealth Group | COM | 91324P102 | 299 | 587 | SH | SOLE | 0 | 0 | 587 | ||
US Bancorp | COM | 902973304 | 773 | 14,550 | SH | SOLE | 0 | 0 | 14,550 | ||
Vanguard 500 Index ETF | COM | 922908363 | 3,606 | 8,685 | SH | SOLE | 0 | 0 | 8,685 | ||
Vanguard Emerging Markets | COM | 922042858 | 6,336 | 137,358 | SH | SOLE | 0 | 0 | 137,358 | ||
Vanguard REIT | COM | 922908553 | 3,624 | 33,440 | SH | SOLE | 0 | 0 | 33,440 | ||
Vanguard Short-Term Bond Idx ETF | COM | 921937827 | 9,150 | 117,464 | SH | SOLE | 0 | 0 | 117,464 | ||
Vanguard Total Stock Market | COM | 922908769 | 1,773 | 7,786 | SH | SOLE | 0 | 0 | 7,786 | ||
Verizon | COM | 92343V104 | 3,761 | 73,835 | SH | SOLE | 0 | 0 | 73,835 | ||
Visa | COM | 92826C839 | 6,742 | 30,402 | SH | SOLE | 0 | 0 | 30,402 | ||
Wal-Mart | COM | 931142103 | 298 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
Walt Disney | COM | 254687106 | 3,316 | 24,173 | SH | SOLE | 0 | 0 | 24,173 | ||
Wells Fargo | COM | 949746101 | 4,358 | 89,921 | SH | SOLE | 0 | 0 | 89,921 |