| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 7.7% |
| SPDR SER TR | 4 | Q3 2023 | 7.8% |
| ISHARES TR | 4 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.0% |
| PIMCO ETF TR | 4 | Q3 2023 | 5.2% |
| COSTCO WHSL CORP NEW | 4 | Q3 2023 | 2.5% |
| VANGUARD WORLD FD | 4 | Q3 2023 | 2.6% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 2.6% |
| APPLE INC | 4 | Q3 2023 | 2.3% |
View Sonoma Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
View Sonoma Private Wealth 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.