HoldingsChannel.com
Traverso Chambers Private Wealth Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VGSH) 400,985 +22,883 $24,941
     VGSH400,985+22,883$24,941
SPDR S&P 500 ETF TR (SPY) 79,626 -3,436 $24,553
     SPY79,626-3,436$24,553
SCHWAB STRATEGIC TR 448,684 +23,098 $23,166
     SCHO448,684+23,098$23,166
ISHARES TR (AGG) 151,021 +5,488 $17,852
     AGG151,021+5,488$17,852
ISHARES TR (SHY) 170,405 +8,237 $14,759
     SHY170,405+8,237$14,759
SCHWAB STRATEGIC TR 394,750 +1,179 $11,744
     SCHF394,750+1,179$11,744
VANGUARD INDEX FDS (VUG) 46,417 +1,215 $9,380
     VUG46,417+1,215$9,380
INVESCO ACTIVLY MANGD ETC FD 685,828 +285,505 $8,875
     PDBC685,828+285,505$8,875
SCHWAB STRATEGIC TR 161,535 +161,535 $8,095
     SCHV161,535+161,535$8,095
ISHARES TR (IWM) 54,863 -173 $7,855
     IWM54,863-173$7,855
PROCTER AND GAMBLE CO 57,052 -537 $6,822
     PG57,052-537$6,822
WISDOMTREE TR 66,297 +1,688 $6,158
     DLN66,297+1,688$6,158
ISHARES TR (PFF) 176,777 +8,656 $6,124
     PFF176,777+8,656$6,124
INVESCO EXCH TRADED FD TR II (PGX) 284,194 -9,675 $4,013
     PGX284,194-9,675$4,013
VANGUARD INDEX FDS (VTV) 38,557 +1,479 $3,840
     VTV38,557+1,479$3,840
VANGUARD INTL EQUITY INDEX F (VEU) 78,082 +13,203 $3,717
     VEU78,082+13,203$3,717
APPLE INC 9,649 -73 $3,520
     AAPL9,649-73$3,520
ISHARES TR (IWD) 29,656 -2,016 $3,340
     IWD29,656-2,016$3,340
AMAZON COM INC 804 -8 $2,218
     AMZN804-8$2,218
ISHARES TR (IVV) 6,186 -48 $1,916
     IVV6,186-48$1,916
ISHARES TR (IWF) 9,242 -38 $1,774
     IWF9,242-38$1,774
JOHNSON & JOHNSON 11,540 +240 $1,623
     JNJ11,540+240$1,623
EXXON MOBIL CORP 36,203 -5 $1,619
     XOM36,203-5$1,619
MICROSOFT CORP 7,358 +337 $1,497
     MSFT7,358+337$1,497
PHILIP MORRIS INTL INC 20,224 +3 $1,417
     PM20,224+3$1,417
ALTRIA GROUP INC 35,270 -1,153 $1,384
     MO35,270-1,153$1,384
WISDOMTREE TR 18,629 -1,023 $1,373
     DTN18,629-1,023$1,373
MONDELEZ INTL INC 25,483 +1 $1,303
     MDLZ25,483+1$1,303
ISHARES TR (CMF) 20,148 +299 $1,252
     CMF20,148+299$1,252
VANGUARD INTL EQUITY INDEX F (VWO) 26,405 +426 $1,046
     VWO26,405+426$1,046
VANGUARD INDEX FDS (VB) 6,866 -204 $1,001
     VB6,866-204$1,001
NORFOLK SOUTHERN CORP 5,672 UNCH $996
     NSC5,672UNCH$996
ISHARES TR (IJR) 13,730 +365 $938
     IJR13,730+365$938
CHEVRON CORP NEW 9,639 +120 $860
     CVX9,639+120$860
INVESCO QQQ TR 3,460 +76 $857
     QQQ3,460+76$857
PFIZER INC 25,848 +1,111 $845
     PFE25,848+1,111$845
CLOROX CO DEL 3,833 UNCH $841
     CLX3,833UNCH$841
INTEL CORP 13,801 +463 $826
     INTC13,801+463$826
VERIZON COMMUNICATIONS INC 14,554 +513 $802
     VZ14,554+513$802
GENERAL MLS INC 12,949 +554 $798
     GIS12,949+554$798
SPDR SER TR (SPYD) 27,609 -298,912 $769
     SPYD27,609-298,912$769
HOME DEPOT INC 2,973 +6 $745
     HD2,973+6$745
ISHARES TR (IGSB) 13,415 -241 $734
     IGSB13,415-241$734
SUMMIT ST BK SANTA ROSA CALI 80,410 +15,330 $721
     SSBI80,410+15,330$721
CISCO SYS INC 15,395 +600 $718
     CSCO15,395+600$718
SELECT SECTOR SPDR TR (XLE) 18,736 +3,328 $709
     XLE18,736+3,328$709
VANGUARD STAR FDS (VXUS) 13,793 +61 $678
     VXUS13,793+61$678
VISA INC 3,413 UNCH $659
     V3,413UNCH$659
AMERICAN EXPRESS CO 6,552 UNCH $624
     AXP6,552UNCH$624
ISHARES TR (EEM) 15,477 UNCH $619
     EEM15,477UNCH$619

See Full List: All Stocks Held By Traverso Chambers Private Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Traverso Chambers Private Wealth Management LLC

Size ($ in 1000's)
At 06/30/2020: $238,415
At 03/31/2020: $212,288

Traverso Chambers Private Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Traverso Chambers Private Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Traverso Chambers Private Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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