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 CO | COM | 88579Y101 | 3,396 | 15,472 | SH | SOLE | NONE | 15,472 | 0 | 0 | |
ABB LTD | SPONSORED ADR | 000375204 | 308 | 13,000 | SH | SOLE | NONE | 13,000 | 0 | 0 | |
ABBOTT LABS | COM | 002824100 | 2,588 | 43,200 | SH | SOLE | NONE | 43,200 | 0 | 0 | |
ABBVIE INC | COM | 00287Y109 | 254 | 2,688 | SH | SOLE | NONE | 2,688 | 0 | 0 | |
AIR PRODS &CHEMS INC | COM | 009158106 | 2,292 | 14,415 | SH | SOLE | NONE | 14,415 | 0 | 0 | |
APPLE INC | COM | 037833100 | 6,725 | 40,087 | SH | SOLE | NONE | 40,087 | 0 | 0 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 718 | 16,575 | SH | SOLE | NONE | 16,575 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 519 | 14,563 | SH | SOLE | NONE | 14,563 | 0 | 0 | |
BECTON DICKINSON &CO | COM | 075887109 | 1,018 | 4,700 | SH | SOLE | NONE | 4,700 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,982 | 35,002 | SH | SOLE | NONE | 35,002 | 0 | 0 | |
BOEING CO | COM | 097023105 | 4,991 | 15,225 | SH | SOLE | NONE | 15,225 | 0 | 0 | |
CHEVRON CORP NEW | COM | 166764100 | 2,939 | 25,779 | SH | SOLE | NONE | 25,779 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 456 | 10,517 | SH | SOLE | NONE | 10,517 | 0 | 0 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,571 | 8,340 | SH | SOLE | NONE | 8,340 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 3,791 | 37,749 | SH | SOLE | NONE | 37,749 | 0 | 0 | |
DOMINION ENERGY INC | COM | 25746U109 | 411 | 6,100 | SH | SOLE | NONE | 6,100 | 0 | 0 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,054 | 13,607 | SH | SOLE | NONE | 13,607 | 0 | 0 | |
EMERSON ELEC CO | COM | 291011104 | 959 | 14,042 | SH | SOLE | NONE | 14,042 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 3,659 | 49,049 | SH | SOLE | NONE | 49,049 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 432 | 1,800 | SH | SOLE | NONE | 1,800 | 0 | 0 | |
FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 | 534 | 7,700 | SH | SOLE | NONE | 7,700 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 776 | 10,300 | SH | SOLE | NONE | 10,300 | 0 | 0 | |
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 1,133 | 29,000 | SH | SOLE | NONE | 29,000 | 0 | 0 | |
HARRIS CORP DEL | COM | 413875105 | 258 | 1,600 | SH | SOLE | NONE | 1,600 | 0 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 611 | 10,100 | SH | SOLE | NONE | 10,100 | 0 | 0 | |
HONEYWELL INTL INC | COM | 438516106 | 2,127 | 14,722 | SH | SOLE | NONE | 14,722 | 0 | 0 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,036 | 19,380 | SH | SOLE | NONE | 19,380 | 0 | 0 | |
ISHARES INC | MSCI EURZONE ETF | 464286608 | 420 | 9,700 | SH | SOLE | NONE | 9,700 | 0 | 0 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,674 | 25,709 | SH | SOLE | NONE | 25,709 | 0 | 0 | |
JOHNSON &JOHNSON | COM | 478160104 | 2,324 | 18,137 | SH | SOLE | NONE | 18,137 | 0 | 0 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 970 | 5,900 | SH | SOLE | NONE | 5,900 | 0 | 0 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | 543 | 4,000 | SH | SOLE | NONE | 4,000 | 0 | 0 | |
MCKESSON CORP | COM | 58155Q103 | 394 | 2,800 | SH | SOLE | NONE | 2,800 | 0 | 0 | |
NOVO-NORDISK A S | ADR | 670100205 | 337 | 6,844 | SH | SOLE | NONE | 6,844 | 0 | 0 | |
PEOPLES UTAH BANCORP | COM | 712706209 | 1,007 | 31,192 | SH | SOLE | NONE | 31,192 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 2,356 | 21,586 | SH | SOLE | NONE | 21,586 | 0 | 0 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 2,346 | 29,592 | SH | SOLE | NONE | 29,592 | 0 | 0 | |
PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 577 | 11,500 | SH | SOLE | NONE | 11,500 | 0 | 0 | |
SANOFI | SPONSORED ADR | 80105N105 | 452 | 11,300 | SH | SOLE | NONE | 11,300 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 1,065 | 12,400 | SH | SOLE | NONE | 12,400 | 0 | 0 | |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 201 | 1,600 | SH | SOLE | NONE | 1,600 | 0 | 0 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 2,614 | 7,652 | SH | SOLE | NONE | 7,652 | 0 | 0 | |
STRYKER CORP | COM | 863667101 | 3,050 | 18,958 | SH | SOLE | NONE | 18,958 | 0 | 0 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 1,319 | 23,750 | SH | SOLE | NONE | 23,750 | 0 | 0 | |
UNION PAC CORP | COM | 907818108 | 3,007 | 22,372 | SH | SOLE | NONE | 22,372 | 0 | 0 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 559 | 5,349 | SH | SOLE | NONE | 5,349 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 993 | 7,895 | SH | SOLE | NONE | 7,895 | 0 | 0 | |
VANGUARD GROUP | DIV APP ETF | 921908844 | 602 | 5,963 | SH | SOLE | NONE | 5,963 | 0 | 0 | |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 14,175 | 107,809 | SH | SOLE | NONE | 107,809 | 0 | 0 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 1,933 | 43,700 | SH | SOLE | NONE | 43,700 | 0 | 0 | |
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 206 | 2,500 | SH | SOLE | NONE | 2,500 | 0 | 0 | |
VENTAS INC | COM | 92276F100 | 950 | 19,200 | SH | SOLE | NONE | 19,200 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 824 | 17,238 | SH | SOLE | NONE | 17,238 | 0 | 0 | |
WELLTOWER INC | COM | 95040Q104 | 925 | 17,000 | SH | SOLE | NONE | 17,000 | 0 | 0 | |
ZIONS BANCORPORATION | COM | 989701107 | 373 | 7,090 | SH | SOLE | NONE | 7,090 | 0 | 0 |