Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 91 positions in its portfolio as reported in the December 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) 11.0 $38M 80k 474.96
Vanguard Index Fds Total Stk Mkt (VTI) 8.9 $31M 128k 241.44
Ishares Tr Core Msci Eafe (IEFA) 7.4 $26M 345k 74.64
Vanguard Index Fds Real Estate Etf (VNQ) 4.7 $16M 142k 116.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.6 $16M 189k 84.75
Ishares Tr Russell 2000 Etf (IWM) 3.7 $13M 58k 222.45
Schwab Strategic Tr Us Tips Etf (SCHP) 3.6 $13M 199k 62.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $12M 107k 113.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $12M 30k 397.87
Vanguard Whitehall Fds High Div Yld (VYM) 2.4 $8.4M 75k 112.11
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $8.1M 146k 55.16
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.0 $7.1M 97k 73.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $6.7M 130k 51.40
Vanguard World Fds Financials Etf (VFH) 1.9 $6.6M 68k 96.57
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.7 $6.0M 120k 50.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $5.8M 72k 80.83
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.7 $5.8M 75k 77.11
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $5.7M 50k 114.08
Spdr Ser Tr Bloomberg Sht Te (SJNK) 1.6 $5.6M 207k 27.15
Apple (AAPL) 1.6 $5.4M 30k 177.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.5 $5.2M 46k 113.01
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $4.8M 123k 38.87
Ishares Tr Calif Mun Bd Etf (CMF) 1.3 $4.3M 70k 62.33
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $3.6M 36k 101.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $3.5M 34k 105.88
Spdr Ser Tr Bloomberg High Y (JNK) 1.0 $3.3M 31k 108.57
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.9 $3.2M 216k 15.00
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.9 $3.2M 59k 53.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $3.2M 10k 305.62
Ishares Core Msci Emkt (IEMG) 0.9 $3.1M 52k 59.87
Ishares Tr National Mun Etf (MUB) 0.9 $3.0M 26k 116.30
Cisco Systems (CSCO) 0.8 $2.9M 45k 63.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $2.7M 50k 54.90
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.7 $2.6M 54k 47.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.5M 25k 102.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $2.3M 76k 29.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.3M 44k 50.84
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $2.2M 42k 51.69
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.6 $2.1M 37k 55.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $2.1M 26k 80.84
Wisdomtree Tr Yield Enhanced (SHAG) 0.6 $2.0M 40k 50.52
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $2.0M 32k 62.42
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $1.8M 31k 60.08
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $1.8M 44k 40.92
Microsoft Corporation (MSFT) 0.5 $1.7M 5.1k 336.39
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.5 $1.6M 31k 51.26
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.5 $1.6M 34k 46.67
Chevron Corporation (CVX) 0.4 $1.5M 12k 117.33
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.4 $1.3M 48k 26.36
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.4 $1.3M 39k 32.23
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $1.2M 22k 57.08
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.1M 16k 73.19
Costco Wholesale Corporation (COST) 0.3 $1.1M 2.0k 567.65
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $900k 8.3k 109.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $850k 11k 81.22
Visa Com Cl A (V) 0.2 $778k 3.6k 216.65
Airbnb Com Cl A (ABNB) 0.2 $767k 4.6k 166.52
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $710k 14k 51.06
Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $706k 8.5k 82.96
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $693k 6.9k 100.07
Ishares Gold Tr Ishares New (IAU) 0.2 $686k 20k 34.83
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $680k 30k 23.07
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $665k 12k 56.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $654k 6.1k 106.93
American Water Works (AWK) 0.2 $640k 3.4k 188.96
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $617k 5.7k 107.44
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $613k 23k 26.84
Vanguard Index Fds Growth Etf (VUG) 0.2 $574k 1.8k 321.03
Dbx Etf Tr Xtrackers Low (HYDW) 0.2 $542k 11k 50.58
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $508k 9.1k 56.10
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $475k 12k 39.39
Tesla Motors (TSLA) 0.1 $373k 353.00 1056.66
Amazon (AMZN) 0.1 $353k 106.00 3330.19
Nike CL B (NKE) 0.1 $349k 2.1k 166.75
Honeywell International (HON) 0.1 $334k 1.6k 208.49
Wisdomtree Tr Floatng Rat Trea 0.1 $301k 12k 25.08
Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $287k 12k 23.15
American Express Company (AXP) 0.1 $264k 1.6k 163.77
Ishares Tr Msci Eafe Etf (EFA) 0.1 $262k 3.3k 78.63
Servicenow (NOW) 0.1 $260k 400.00 650.00
Wec Energy Group (WEC) 0.1 $246k 2.5k 97.19
Ecoark Hldgs Com New 0.1 $244k 109k 2.23
Alphabet Cap Stk Cl A (GOOGL) 0.1 $243k 84.00 2892.86
Ishares Tr Tips Bd Etf (TIP) 0.1 $238k 1.8k 129.00
Chubb (CB) 0.1 $236k 1.2k 193.44
Walt Disney Company (DIS) 0.1 $220k 1.4k 155.15
Ishares Tr Short Treas Bd (SHV) 0.1 $220k 2.0k 110.50
United Parcel Service CL B (UPS) 0.1 $216k 1.0k 214.50
Meta Platforms Cl A (META) 0.1 $204k 607.00 336.08
Intuit (INTU) 0.1 $203k 316.00 642.41
Wal-Mart Stores (WMT) 0.1 $203k 1.4k 144.59