Traverso Chambers Private Wealth Management

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

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Positions held by Traverso Chambers Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Traverso Chambers Private Wealth Management

Companies in the Traverso Chambers Private Wealth Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.1 $33M 76k 429.13
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.1 $32M +2% 528k 61.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 9.8 $31M +4% 614k 51.19
Ishares Tr Core Us Aggbd Et (AGG) 6.8 $22M +4% 189k 114.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 6.5 $21M +3% 241k 86.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $14M 364k 38.70
Vanguard Index Fds Growth Etf (VUG) 3.9 $12M 43k 290.16
Ishares Tr Russell 2000 Etf (IWM) 3.7 $12M 54k 218.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.4 $11M 160k 67.48
Wisdomtree Tr Us Largecap Divd (DLN) 2.5 $8.1M 68k 119.28
Invesco Activly Mangd Etc Optimum Yield (PDBC) 2.5 $7.9M -41% 376k 21.05
Procter & Gamble Company (PG) 2.3 $7.4M 53k 139.80
Ishares Tr Pfd And Incm Sec (PFF) 2.3 $7.4M 191k 38.81
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.8 $5.6M +7% 375k 15.03

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Flexshares Tr Mornstar Upstr (GUNR) 1.7 $5.5M NEW 151k 36.60
Ishares Tr Rus 1000 Val Etf (IWD) 1.7 $5.4M 35k 156.50
Apple (AAPL) 1.7 $5.3M -2% 38k 141.50
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $5.2M +2% 85k 60.96
Vanguard Index Fds Value Etf (VTV) 1.3 $4.2M 31k 135.38
Amazon (AMZN) 1.0 $3.2M 975.00 3285.13
Spdr Ser Tr Spdr Bloomberg (BIL) 0.8 $2.7M -2% 30k 91.45
Exxon Mobil Corporation (XOM) 0.8 $2.6M 45k 58.82
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.5M 5.8k 430.91
Microsoft Corporation (MSFT) 0.8 $2.4M 8.6k 281.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.0M 7.5k 274.03
Johnson & Johnson (JNJ) 0.6 $1.9M 12k 161.52
Philip Morris International (PM) 0.6 $1.9M 20k 94.77
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.5 $1.5M 17k 93.96
Summit State Bank (SSBI) 0.5 $1.5M 78k 19.79
Altria (MO) 0.5 $1.5M 33k 45.53
Mondelez Intl Cl A (MDLZ) 0.4 $1.4M 25k 58.18
Blackstone Group Inc Com Cl A (BX) 0.4 $1.4M 12k 116.32
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 8.3k 163.71
Norfolk Southern (NSC) 0.4 $1.4M 5.7k 239.26
Pfizer (PFE) 0.4 $1.3M 30k 42.99
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $1.3M 20k 62.09
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.2M -4% 5.7k 218.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.1M 22k 50.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M -11% 3.1k 358.14
Chevron Corporation (CVX) 0.3 $1.1M 11k 101.45
American Express Company (AXP) 0.3 $1.1M 6.5k 167.59
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.0M -12% 9.5k 109.19
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $980k 25k 39.12
Select Sector Spdr Tr Energy (XLE) 0.3 $961k 18k 52.12
Home Depot (HD) 0.3 $955k 2.9k 328.18
Verizon Communications (VZ) 0.3 $941k +12% 17k 54.04
Cisco Systems (CSCO) 0.3 $917k 17k 54.43
International Business Machines (IBM) 0.3 $906k +2% 6.5k 138.98
Intel Corporation (INTC) 0.3 $887k 17k 53.28
General Mills (GIS) 0.3 $879k 15k 59.85
Wells Fargo & Company (WFC) 0.3 $804k 17k 46.39
Alphabet Cap Stk Cl A (GOOGL) 0.2 $783k 293.00 2672.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $780k 16k 50.40
Raytheon Technologies Corp (RTX) 0.2 $768k 8.9k 85.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $745k 12k 63.26
Ishares Tr Msci Eafe Etf (EFA) 0.2 $700k 9.0k 77.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $694k 13k 54.60
Visa Com Cl A (V) 0.2 $681k 3.1k 222.62
Umpqua Holdings Corporation (UMPQ) 0.2 $656k +2% 32k 20.24
Clorox Company (CLX) 0.2 $628k 3.8k 165.61
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $616k 13k 49.38
Southern Company (SO) 0.2 $610k +20% 9.8k 61.98
Kimberly-Clark Corporation (KMB) 0.2 $604k +8% 4.6k 132.37
At&t (T) 0.2 $602k +11% 22k 27.00
Glaxosmithkline Sponsored Adr (GSK) 0.2 $563k +3% 15k 38.24
Qualcomm (QCOM) 0.2 $535k -2% 4.1k 129.04
BlackRock (BLK) 0.2 $500k 596.00 838.93
Costco Wholesale Corporation (COST) 0.2 $495k 1.1k 449.18
United Parcel Service CL B (UPS) 0.2 $483k 2.7k 182.06
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $471k 4.0k 117.46
Amgen (AMGN) 0.1 $470k +2% 2.2k 212.67
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $437k 5.8k 75.34
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $417k 1.8k 236.53
Comcast Corp Cl A (CMCSA) 0.1 $416k 7.4k 55.87
3M Company (MMM) 0.1 $412k 2.4k 175.24
Walt Disney Company (DIS) 0.1 $403k 2.4k 169.19
Boeing Company (BA) 0.1 $398k 1.8k 219.77
Facebook Cl A (FB) 0.1 $387k 1.1k 339.47
Caterpillar (CAT) 0.1 $384k 2.0k 192.00
Spdr Gold Tr Gold Shs (GLD) 0.1 $380k 2.3k 164.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $372k 13k 29.83
Carrier Global Corporation (CARR) 0.1 $369k 7.1k 51.75
Rockwell Automation (ROK) 0.1 $357k 1.2k 294.31
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $355k 1.1k 337.77
Bank of New York Mellon Corporation (BK) 0.1 $345k 6.7k 51.85
Unilever Spon Adr New (UL) 0.1 $345k +4% 6.4k 54.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $344k 129.00 2666.67
Otis Worldwide Corp (OTIS) 0.1 $336k 4.1k 82.23
Myriad Genetics (MYGN) 0.1 $334k 10k 32.25
Waste Management (WM) 0.1 $333k 2.2k 149.26
Ameriprise Financial (AMP) 0.1 $328k 1.2k 264.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $323k 3.9k 82.44
Vanguard World Fds Financials Etf (VFH) 0.1 $312k -8% 3.4k 92.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $307k 1.1k 273.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $307k 3.0k 101.89
Pepsi (PEP) 0.1 $291k 1.9k 150.47
salesforce (CRM) 0.1 $288k 1.1k 270.93
Kraft Heinz (KHC) 0.1 $288k 7.8k 36.76
Merck & Co (MRK) 0.1 $259k 3.4k 75.23
Allstate Corporation (ALL) 0.1 $256k 2.0k 127.36
Ishares Tr Rus 1000 Etf (IWB) 0.1 $254k 1.1k 241.90
Hp (HPQ) 0.1 $251k 9.2k 27.33
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $249k 8.5k 29.31
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $224k 5.9k 37.94
Starbucks Corporation (SBUX) 0.1 $215k 1.9k 110.54
Intuitive Surgical Com New (ISRG) 0.1 $212k NEW 213.00 995.31
General Electric Com New (GE) 0.1 $206k NEW 2.0k 102.90
PG&E Corporation (PCG) 0.0 $100k 10k 9.60

Past Filings by Traverso Chambers Private Wealth Management

SEC 13F filings are viewable for Traverso Chambers Private Wealth Management going back to 2018