$335 Million is the total value of Traverso Chambers Private Wealth Management, LLC's 107 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $10,550,000 | – | 208,615 | +100.0% | 3.15% | – |
| New | JOBY AVIATION INC | $73,000 | – | 10,980 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 11.1% |
| ISHARES TR | 20 | Q3 2023 | 10.2% |
| ISHARES TR | 20 | Q3 2023 | 6.7% |
| WISDOMTREE TR | 20 | Q3 2023 | 6.4% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 4.1% |
| INVESCO ACTVELY MNGD ETC FD | 20 | Q3 2023 | 4.3% |
| ISHARES TR | 20 | Q3 2023 | 4.5% |
| VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 11.6% |
| PROCTER & GAMBLE CO | 20 | Q3 2023 | 3.6% |
| ISHARES TR | 20 | Q3 2023 | 3.9% |
View Traverso Chambers Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-08 |
View Traverso Chambers Private Wealth Management, LLC'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.