| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2008 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST RUS 2000 VAL ETF | 39 | Q2 2024 | 9.8% |
| ISHARES TRUST RUS MID CAP ETF | 39 | Q2 2024 | 7.8% |
| ISHARES TR RUSSELL 1000 GROWTH | 39 | Q2 2024 | 8.1% |
| VANGUARD WHITEHALL FUNDS HIGH | 39 | Q2 2024 | 5.7% |
| ISHARES TRUST S&P 500 GRWT ETF | 39 | Q2 2024 | 6.0% |
| ISHARES TRUST SP SMCP600VL ETF | 39 | Q2 2024 | 6.9% |
| ISHARES RUSSELL 1000 VALUE ETF | 39 | Q2 2024 | 5.6% |
| VANGUARD TOTAL STOCK MKT | 39 | Q2 2024 | 4.6% |
| APPLE INC | 39 | Q2 2024 | 4.9% |
| MICROSOFT CORP | 39 | Q2 2024 | 7.5% |
View SONATA CAPITAL GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-22 |
View SONATA CAPITAL GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.