Traverso Chambers Private Wealth Management

Latest statistics and disclosures from Traverso Chambers Private Wealth Management's latest quarterly 13F-HR filing:

Companies in the Traverso Chambers Private Wealth Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Short Term Corporate Bond ETF (VCSH) 10.64 308905 +3% 81.03
SPDR S&P; 500 ETF (SPY) 9.34 68315 321.86
iShares Lehman Aggregate Bond (AGG) 7.80 163377 +3% 112.37
iShares S&P; SmallCap 600 Index (IJR) 6.55 183774 +3% 83.85
WisdomTree International Dvd. Top 100 Fd (DOO) 5.33 294345 +2% 42.62
J P Morgan Exchange Traded F ultra shrt 5.06 235976 NEW 50.43
iShares Lehman 1-3 Year Treas.Bond (SHY) 4.95 137592 +6% 84.63
iShares S&P; US Pref Stock Idx Fnd (PFF) 4.19 262070 +5% 37.59
Invesco Actively Managd Etf optimum yield 4.15 590147 +5% 16.56
Vanguard Growth ETF (VUG) 3.06 39566 182.18
Procter & Gamble Company (PG) 3.05 57452 124.90
Spdr Ser Tr sp500 high div 2.97 177250 NEW 39.46
WisdomTree LargeCap Dividend Fund (DLN) 2.73 60672 -51% 105.93
Vanguard Value ETF (VTV) 1.65 32418 119.84
iShares Russell 1000 Value Index (IWD) 1.51 26065 136.47
Exxon Mobil Corporation (XOM) 1.30 43852 69.78
Apple (AAPL) 1.21 9700 -4% 293.61
Vanguard Star Fd Intl Stk Idxf 1.11 46978 +3% 55.69
Philip Morris International (PM) 0.87 23961 85.10
Vanguard Small-Cap ETF (VB) 0.87 12404 165.67
iShares S&P; 500 Index (IVV) 0.81 5919 323.20
WisdomTree Dividend ex-Fin Fund (DTN) 0.79 20196 92.49
Altria (MO) 0.74 34882 49.91
iShares Russell 1000 Growth Index (IWF) 0.70 9316 175.93
Johnson & Johnson (JNJ) 0.68 11027 -2% 145.91
Amazon (AMZN) 0.63 799 1847.31
iShares Russell 2000 Index (IWM) 0.60 8555 165.63
Mondelez Int 0.60 25482 55.10
Ishares Tr fltg rate nt 0.56 25753 -2% 50.91
United Technologies Corporation (UTX) 0.53 8265 149.79
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.52 19880 +2% 61.22
iShares MSCI EAFE Index Fund (EFA) 0.49 16656 +17% 69.46
Norfolk Southern (NSC) 0.47 5672 194.11
Microsoft Corporation (MSFT) 0.46 6919 -5% 157.68
Chevron Corporation (CVX) 0.46 8982 -6% 120.46
Vanguard Emerging Markets ETF (VWO) 0.46 24360 44.46
JPMorgan Chase & Co. (JPM) 0.36 6108 139.33
Pfizer (PFE) 0.36 21826 -2% 39.17
Verizon Communications (VZ) 0.36 13952 -5% 61.42
American Express Company (AXP) 0.35 6552 -6% 124.54
Summit State Bank (SSBI) 0.35 64080 12.97
WisdomTree DEFA (DWM) 0.34 15021 +16% 53.46
Intel Corporation (INTC) 0.33 12955 59.82
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.31 13656 53.60
Cisco Systems (CSCO) 0.30 14674 47.98
iShares MSCI Emerging Markets Indx (EEM) 0.29 15477 44.84
Invesco Qqq Trust Series 1 0.29 3161 212.59
Home Depot (HD) 0.28 2967 218.40
AT&T; (T) 0.27 16489 -4% 39.06
General Mills (GIS) 0.27 11983 53.58
Visa (V) 0.27 3413 187.81
Clorox Company (CLX) 0.25 3842 153.57
Nuveen Barclays Shrt Term Muni bdfund 0.23 11255 49.13
Blackstone Group Inc Com Cl A stock 0.23 9793 -5% 55.96
Wells Fargo & Company (WFC) 0.22 9438 -7% 53.82
GlaxoSmithKline (GSK) 0.22 10893 -2% 47.00
Pgx etf 0.22 33889 15.02
Boeing Company (BA) 0.19 1348 325.67
International Business Machines (IBM) 0.19 3352 -3% 133.95
SPDR S&P; Dividend (SDY) 0.18 4010 107.48
Comcast Corporation (CMCSA) 0.17 8848 44.98
Amgen (AMGN) 0.17 1613 -4% 241.17
Sch Fnd Intl Lg Etf 0.17 13800 NEW 28.91
Alphabet Inc Class A cs 0.17 294 -29% 1340.14
3M Company (MMM) 0.16 2151 -2% 176.20
SPDR Barclays Capital Aggregate Bo (LAG) 0.16 13041 29.37
Alps Etf sectr div dogs 0.16 8249 -16% 46.79
Powershares S&p Intl Dev Low Volatil Etf etf 0.16 11188 34.14
Southern Company (SO) 0.15 5497 -4% 63.67
SPDR Dow Jones Industrial Average ETF (DIA) 0.15 1222 -3% 284.78
SPDR DJ International Real Estate ETF (RWX) 0.15 9273 38.82
Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog 0.15 13073 27.46
Bank of New York Mellon Corporation (BK) 0.14 6625 +3% 50.26
Costco Wholesale Corporation (COST) 0.14 1140 293.86
United Parcel Service (UPS) 0.14 2786 -3% 117.01
Kimberly-Clark Corporation (KMB) 0.14 2327 -6% 137.52
Merck & Co (MRK) 0.14 3535 91.09
QUALCOMM (QCOM) 0.14 3663 -16% 88.18
Myriad Genetics (MYGN) 0.14 11857 NEW 27.24
Proshares Tr pshs short dow 30 0.14 6696 49.28
Caterpillar (CAT) 0.13 2000 147.50
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.13 3013 101.56
Pepsi (PEP) 0.12 2144 -5% 136.66
Umpqua Holdings Corporation (UMPQ) 0.12 15728 17.68
Vanguard Financials ETF (VFH) 0.12 3771 76.37
Berkshire Hathaway (BRK.B) 0.11 1124 -15% 226.87
Waste Management (WM) 0.11 2359 +5% 114.03
Walt Disney Company (DIS) 0.11 1833 144.57
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.11 2315 114.04
Kraft Heinz 0.11 7916 32.09
Coca-Cola Company (KO) 0.10 4464 -4% 55.33
Bristol Myers Squibb (BMY) 0.10 3586 NEW 64.14
Allstate Corporation (ALL) 0.10 2067 +8% 112.24
Unilever (UL) 0.10 3963 -10% 57.28
Rockwell Automation (ROK) 0.10 1213 -6% 202.80
Vanguard Mid-Cap ETF (VO) 0.10 1322 178.52
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.10 974 NEW 242.30
BlackRock (BLK) 0.09 412 NEW 502.43
Ameriprise Financial (AMP) 0.09 1311 NEW 166.29
Facebook Inc cl a 0.09 1074 -49% 204.84
Hp 0.09 10744 -17% 20.57
General Electric Company (GE) 0.07 15117 -5% 11.18
Hewlett Packard Enterprise 0.07 10600 -2% 15.85
PG&E; Corporation (PCG) 0.05 11500 NEW 10.87
Harmony Gold Mining (HMY) 0.02 12264 3.67
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Past 13F-HR SEC Filings by Traverso Chambers Private Wealth Management

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