0001773030-19-000005.txt : 20190502 0001773030-19-000005.hdr.sgml : 20190502 20190502140558 ACCESSION NUMBER: 0001773030-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20190502 DATE AS OF CHANGE: 20190502 EFFECTIVENESS DATE: 20190502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: C-J Advisory, Inc CENTRAL INDEX KEY: 0001773030 IRS NUMBER: 770416750 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19479 FILM NUMBER: 19791191 BUSINESS ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 BUSINESS PHONE: 408-345-2890 MAIL ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773030 XXXXXXXX 09-30-2016 09-30-2016 C-J Advisory, Inc

2060 THE ALAMEDA SAN JOSE CA 95126

13F HOLDINGS REPORT 028-19479 N Paul Mallory 2488303715 Paul M Mallory Royal Oak MI 05-02-2019 0 126 112259 false INFORMATION TABLE 2 3Q2016126112259.xml AMAZON.COM INC Stock 023135106 3190 3810 SH SOLE 3810 0 0 CERNER CORP Stock 156782104 22 350 SH SOLE 350 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 8 361 SH SOLE 361 0 0 SEALED AIR CORP NEW COM Stock 81211K100 14 301 SH SOLE 301 0 0 STARBUCKS CORP Stock 855244109 16 291 SH SOLE 291 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 2 27 SH SOLE 27 0 0 EBAY INC Stock 278642103 195 5920 SH SOLE 5920 0 0 JOHNSON & JOHNSON COM Stock 478160104 17 140 SH SOLE 140 0 0 ABB LTD SPONSORED ADR ADR 000375204 20 905 SH SOLE 905 0 0 COSTCO WHOLESALE CORP Stock 22160K105 14 95 SH SOLE 95 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD ETF 464288570 1944 24147 SH SOLE 24147 0 0 EAST WEST BANCORP Stock 27579R104 6 168 SH SOLE 168 0 0 F5 NETWORKS INC Stock 315616102 33 264 SH SOLE 264 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 28 308 SH SOLE 308 0 0 GENERAL MLS INC COM Stock 370334104 5 78 SH SOLE 78 0 0 UNITED PARCEL SERVICE INC Stock 911312106 19 178 SH SOLE 178 0 0 VANGUARD REIT INDEX ETF ETF 922908553 582 6715 SH SOLE 6715 0 0 BIOGEN INC COM Stock 09062X103 9 30 SH SOLE 30 0 0 AVALONBAY CMNTYS INC COM REIT 053484101 22 126 SH SOLE 126 0 0 INTEL CORP COM Stock 458140100 983 26040 SH SOLE 26040 0 0 JB HUNT TRANSPORT SERVICES Stock 445658107 21 260 SH SOLE 260 0 0 MEDTRONIC PLC SHS Stock G5960L103 22 255 SH SOLE 255 0 0 HESS CORP COM Stock 42809H107 14 269 SH SOLE 269 0 0 SPDR DJ GLOBAL REAL ESTATE ETF ETF 78463X749 2994 60088 SH SOLE 60088 0 0 PROLOGIS SHARE BENEFICIAL INT REIT 74340W103 0 0 SH SOLE 0 0 0 MERCK & CO INC COM Stock 58933Y105 28 449 SH SOLE 449 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 4805 45330 SH SOLE 45330 0 0 SPDR S&P 500 ETF ETF 78462F103 2702 12493 SH SOLE 12493 0 0 MASTERCARD INC Stock 57636Q104 25 250 SH SOLE 250 0 0 FIRST REPUBLIC BANK Stock 33616C100 6 83 SH SOLE 83 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 21 175 SH SOLE 175 0 0 SBA COMMUNICATIONS CP REIT 78410G104 8 69 SH SOLE 69 0 0 VERIZON COMMUNICATIONS Stock 92343V104 42 803 SH SOLE 803 0 0 CHUBB LIMITED COM Stock H1467J104 38 306 SH SOLE 306 0 0 NEWELL BRANDS INC COM Stock 651229106 21 390 SH SOLE 390 0 0 UNILEVER N V N Y SHS NEW ADR 904784709 32 704 SH SOLE 704 0 0 HOME DEPOT Stock 437076102 21 166 SH SOLE 166 0 0 VERISK ANALYTICS INCCL A Stock 92345Y106 10 120 SH SOLE 120 0 0 BECTON DICKINSON & CO COM Stock 075887109 18 98 SH SOLE 98 0 0 KEYCORP NEW COM Stock 493267108 23 1904 SH SOLE 1904 0 0 WEBSTER FINL CORP CONN Stock 947890109 15 404 SH SOLE 404 0 0 ADOBE SYS INC Stock 00724F101 4813 44344 SH SOLE 44344 0 0 GOOGLE INC Stock 02079K305 105 130 SH SOLE 130 0 0 MICROSOFT Stock 594918104 45 780 SH SOLE 780 0 0 DISCOVERY HLDG CO Stock 25470F104 31 1138 SH SOLE 1138 0 0 HCP INC COM REIT 40414L109 26 678 SH SOLE 678 0 0 CVS HEALTH CORP COM Stock 126650100 22 250 SH SOLE 250 0 0 DTE ENERGY CO COM Stock 233331107 89 945 SH SOLE 945 0 0 V F CORP COM Stock 918204108 15 274 SH SOLE 274 0 0 VANGUARD SMALL CAP ETF ETF 922908751 2293 18768 SH SOLE 18768 0 0 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 7013 70719 SH SOLE 70719 0 0 TESLA MOTORS INC Stock 88160R101 5 24 SH SOLE 24 0 0 NXP SEMICONDUCTORS NV COM Stock N6596X109 31 306 SH SOLE 306 0 0 FEDERAL REALTY INVT TR SH BEN INT NEW REIT 313747206 24 158 SH SOLE 158 0 0 ACUITY BRANDS INC COM Stock 00508Y102 20 76 SH SOLE 76 0 0 REINSURANCE GROUP AMER INC Stock 759351604 29 269 SH SOLE 269 0 0 FIFTH THIRD BANCORP Stock 316773100 16 786 SH SOLE 786 0 0 ISHARES RUSSELL TOP 200 ETF ETF 464289446 7481 151600 SH SOLE 151600 0 0 PRICELINE.COM INC Stock 09857L108 19 13 SH SOLE 13 0 0 WABTEC Stock 929740108 15 183 SH SOLE 183 0 0 NATIONAL OILWELL VARCO INC Stock 637071101 2 48 SH SOLE 48 0 0 HOLOGIC INC COM Stock 436440101 10 251 SH SOLE 251 0 0 UNITED SEC BANCSHARES FRESNO CALIFORNIA Stock 911460103 21 3248 SH SOLE 3248 0 0 AFLAC INC COM Stock 001055102 28 396 SH SOLE 396 0 0 VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS ETF 921932778 197 1829 SH SOLE 1829 0 0 QUANTA SERVICES INC Stock 74762E102 5 190 SH SOLE 190 0 0 MARATHON PETE CORP Stock 56585A102 18 454 SH SOLE 454 0 0 FIRST SOLAR INC Stock 336433107 9 216 SH SOLE 216 0 0 XYLEM INC COM Stock 98419M100 25 482 SH SOLE 482 0 0 VANGUARD VALUE ETF ETF 922908744 608 6989 SH SOLE 6989 0 0 PALO ALTO NETWORKS INC COM Stock 697435105 25 155 SH SOLE 155 0 0 CELGENE CORP COM Stock 151020104 13 128 SH SOLE 128 0 0 OWENS-ILLINOIS, INC. 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