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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 677 | 648 | SH | SOLE | 0 | 0 | 648 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 4,017 | 3,879 | SH | SOLE | 0 | 0 | 3,879 | ||
ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | 648 | 9,848 | SH | SOLE | 0 | 0 | 9,848 | ||
ANTHEM INC | COM | 036752103 | 3,657 | 13,924 | SH | SOLE | 0 | 0 | 13,924 | ||
APPLE INC | COM | 037833100 | 3,827 | 24,263 | SH | SOLE | 0 | 0 | 24,263 | ||
BANK AMER CORP | COM | 060505104 | 2,607 | 105,791 | SH | SOLE | 0 | 0 | 105,791 | ||
BERKSHIRE HATHAWAY INC | CL A | 084670108 | 2,142 | 7 | SH | SOLE | 0 | 0 | 7 | ||
BERKSHIRE HATHAWAY INC | CL B NEW | 084670702 | 12,671 | 62,059 | SH | SOLE | 0 | 0 | 62,059 | ||
BP PLC | SPONSORED ADR | 055622104 | 2,057 | 54,253 | SH | SOLE | 0 | 0 | 54,253 | ||
CATERPILLAR INC | COM | 149123101 | 205 | 1,612 | SH | SOLE | 0 | 0 | 1,612 | ||
CHARTER COMMUNICATIONS INC | CL A | 16119P108 | 3,717 | 13,045 | SH | SOLE | 0 | 0 | 13,045 | ||
CHEVRON CORP | COM | 166764100 | 437 | 4,021 | SH | SOLE | 0 | 0 | 4,021 | ||
CISCO SYS INC | COM | 17275R102 | 3,261 | 75,249 | SH | SOLE | 0 | 0 | 75,249 | ||
COMCAST CORP | CL A | 20030N101 | 729 | 21,405 | SH | SOLE | 0 | 0 | 21,405 | ||
SECTOR SPDRA FUND | COMMUNICATION | 81369Y852 | 337 | 8,167 | SH | SOLE | 0 | 0 | 8,167 | ||
CONCHO RES INC | COM | 20605P101 | 448 | 4,363 | SH | SOLE | 0 | 0 | 4,363 | ||
SELECT SECTOR SPDR FUND | SBI CONS DISCR | 81369Y407 | 334 | 3,378 | SH | SOLE | 0 | 0 | 3,378 | ||
SECTOR SPDR FUND | SBI CONS STPLS | 81369Y308 | 273 | 5,385 | SH | SOLE | 0 | 0 | 5,385 | ||
CROWN CASTLE INTL CORP | COM | 22822V101 | 2,371 | 21,827 | SH | SOLE | 0 | 0 | 21,827 | ||
DANAHER CORP DEL | COM | 235851102 | 277 | 2,690 | SH | SOLE | 0 | 0 | 2,690 | ||
EOG RES INC | COM | 26875P101 | 702 | 8,044 | SH | SOLE | 0 | 0 | 8,044 | ||
SECTOR SPDR FUND | SBI INT FINL | 81369Y605 | 461 | 19,354 | SH | SOLE | 0 | 0 | 19,354 | ||
FORTIVE CORP | COM | 34959J108 | 219 | 3,242 | SH | SOLE | 0 | 0 | 3,242 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,929 | 17,535 | SH | SOLE | 0 | 0 | 17,535 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 1,327 | 105,479 | SH | SOLE | 0 | 0 | 105,479 | ||
SELECT SECTOR SPDR FUND | SBI HEALTHCARE | 81369Y209 | 787 | 9,098 | SH | SOLE | 0 | 0 | 9,098 | ||
HILL ROM HLDGS INC | COM | 431475102 | 1,302 | 14,700 | SH | SOLE | 0 | 0 | 14,700 | ||
HILLENBRAND INC | COM | 431571108 | 397 | 10,466 | SH | SOLE | 0 | 0 | 10,466 | ||
SELECT SECTOR SPDR FUND | SBI INT INDS | 81369Y704 | 306 | 4,757 | SH | SOLE | 0 | 0 | 4,757 | ||
ISHARES | MSCI EAFE ETF | 464287465 | 354 | 6,028 | SH | SOLE | 0 | 0 | 6,028 | ||
ISHARES | MSCI INDIA ETF | 46429B598 | 1,309 | 39,276 | SH | SOLE | 0 | 0 | 39,276 | ||
ISHARES | NATIONAL MUN ETF | 464288414 | 246 | 2,258 | SH | SOLE | 0 | 0 | 2,258 | ||
JOHNSON & JOHNSON | COM | 478160104 | 3,246 | 25,153 | SH | SOLE | 0 | 0 | 25,153 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 441 | 4,515 | SH | SOLE | 0 | 0 | 4,515 | ||
MCDONALDS CORP | COM | 580135101 | 2,511 | 14,143 | SH | SOLE | 0 | 0 | 14,143 | ||
MICROSOFT CORP | COM | 594918104 | 4,790 | 47,162 | SH | SOLE | 0 | 0 | 47,162 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 1,055 | 12,546 | SH | SOLE | 0 | 0 | 12,546 | ||
PFIZER INC | COM | 717081103 | 836 | 19,155 | SH | SOLE | 0 | 0 | 19,155 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 1,745 | 26,138 | SH | SOLE | 0 | 0 | 26,138 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 240 | 2,613 | SH | SOLE | 0 | 0 | 2,613 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 1,219 | 20,921 | SH | SOLE | 0 | 0 | 20,921 | ||
SCHWAB STRATEGIC TR | SHORT TM US TRES ETF | 808524862 | 2,056 | 41,200 | SH | SOLE | 0 | 0 | 41,200 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B ETF | 808524839 | 4,116 | 81,351 | SH | SOLE | 0 | 0 | 81,351 | ||
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 19,216 | 210,107 | SH | SOLE | 0 | 0 | 210,107 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 1,281 | 10,561 | SH | SOLE | 0 | 0 | 10,561 | ||
SPDR S&P 500 ETF | TR UNIT | 78462F103 | 9,130 | 36,530 | SH | SOLE | 0 | 0 | 36,530 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 831 | 13,401 | SH | SOLE | 0 | 0 | 13,401 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 1,480 | 95,970 | SH | SOLE | 0 | 0 | 95,970 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,620 | 14,530 | SH | SOLE | 0 | 0 | 14,530 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 252 | 1,827 | SH | SOLE | 0 | 0 | 1,827 | ||
VANGUARD INDEX FDS | S&P 500 ETF | 922908363 | 243 | 1,059 | SH | SOLE | 0 | 0 | 1,059 | ||
VANGUARD BD INDEX FD INC | TOTAL BOND MARKET | 921937835 | 2,845 | 35,911 | SH | SOLE | 0 | 0 | 35,911 | ||
VISA INC | COM CL A | 92826C839 | 296 | 2,240 | SH | SOLE | 0 | 0 | 2,240 | ||
WALMART INC | COM | 931142103 | 2,186 | 23,470 | SH | SOLE | 0 | 0 | 23,470 | ||
WEYERHAEUSER CO | COM | 962166104 | 724 | 33,121 | SH | SOLE | 0 | 0 | 33,121 | ||
WISDOMTREE | US HIGH DIVIDEND | 97717W208 | 240 | 3,688 | SH | SOLE | 0 | 0 | 3,688 |