| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WRN | Exit | WESTERN COPPER & GOLD CORP | $0 | – | -83,194 | -100.0% | -0.05% | – |
| Exit | LULUS FASHION LOUNGE HOLDING | $0 | – | -51,059 | -100.0% | -0.06% | – | |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -10,252 | -100.0% | -0.09% | – |
| Exit | WISDOMTREE TRartificial intel | $0 | – | -10,794 | -100.0% | -0.10% | – | |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -8,185 | -100.0% | -0.11% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -377 | -100.0% | -0.12% | – |
| WDFC | Exit | WD 40 CO | $0 | – | -1,025 | -100.0% | -0.12% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,029 | -100.0% | -0.12% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,922 | -100.0% | -0.12% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,979 | -100.0% | -0.12% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,063 | -100.0% | -0.12% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -520 | -100.0% | -0.13% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -4,467 | -100.0% | -0.13% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,092 | -100.0% | -0.13% | – |
| VCEB | Exit | VANGUARD WORLD FDesg us corp bd | $0 | – | -4,284 | -100.0% | -0.13% | – |
| Exit | CAPITAL GROUP GBL GROWTH EQT | $0 | – | -11,933 | -100.0% | -0.15% | – | |
| KKR | Exit | KKR & CO INC | $0 | – | -4,698 | -100.0% | -0.15% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,287 | -100.0% | -0.16% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,329 | -100.0% | -0.16% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,071 | -100.0% | -0.17% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,058 | -100.0% | -0.17% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -735 | -100.0% | -0.17% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,243 | -100.0% | -0.17% | – |
| SDOG | Exit | ALPS ETF TRsectr div dogs | $0 | – | -7,348 | -100.0% | -0.18% | – |
| SUSL | Exit | ISHARES TResg msci leadr | $0 | – | -4,417 | -100.0% | -0.18% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,467 | -100.0% | -0.19% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -6,548 | -100.0% | -0.19% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -4,749 | -100.0% | -0.19% | – |
| V | Exit | VISA INC | $0 | – | -1,514 | -100.0% | -0.19% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -11,170 | -100.0% | -0.19% | – |
| FMAT | Exit | FIDELITY COVINGTON TRUSTmsci matls index | $0 | – | -8,587 | -100.0% | -0.20% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,339 | -100.0% | -0.20% | – |
| IDRV | Exit | ISHARES TRself drivng ev | $0 | – | -12,067 | -100.0% | -0.21% | – |
| PWZ | Exit | INVESCO EXCH TRADED FD TR IIcalif amt mun | $0 | – | -17,000 | -100.0% | -0.21% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -2,916 | -100.0% | -0.22% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -898 | -100.0% | -0.22% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -15,572 | -100.0% | -0.24% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -728 | -100.0% | -0.24% | – |
| PFE | Exit | PFIZER INC | $0 | – | -15,617 | -100.0% | -0.25% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,311 | -100.0% | -0.25% | – |
| RQI | Exit | COHEN & STEERS QUALITY INCOM | $0 | – | -49,028 | -100.0% | -0.26% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,686 | -100.0% | -0.28% | – |
| MET | Exit | METLIFE INC | $0 | – | -8,867 | -100.0% | -0.28% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -4,435 | -100.0% | -0.28% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,687 | -100.0% | -0.28% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -2,610 | -100.0% | -0.29% | – |
| DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -22,702 | -100.0% | -0.29% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -8,065 | -100.0% | -0.30% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -5,830 | -100.0% | -0.30% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -8,558 | -100.0% | -0.30% | – |
| T | Exit | AT&T INC | $0 | – | -37,942 | -100.0% | -0.31% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | -15,221 | -100.0% | -0.31% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -4,576 | -100.0% | -0.31% | – |
| FSTA | Exit | FIDELITY COVINGTON TRUSTconsmr staples | $0 | – | -15,472 | -100.0% | -0.34% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -6,760 | -100.0% | -0.35% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -4,198 | -100.0% | -0.37% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -17,424 | -100.0% | -0.38% | – |
| FDVV | Exit | FIDELITY COVINGTON TRUSThigh divid etf | $0 | – | -19,246 | -100.0% | -0.39% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -5,743 | -100.0% | -0.39% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -7,241 | -100.0% | -0.40% | – |
| IGRO | Exit | ISHARES TRintl div grwth | $0 | – | -13,133 | -100.0% | -0.40% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,658 | -100.0% | -0.40% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -4,572 | -100.0% | -0.43% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -7,975 | -100.0% | -0.44% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,435 | -100.0% | -0.44% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -4,097 | -100.0% | -0.46% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -5,123 | -100.0% | -0.47% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -22,096 | -100.0% | -0.47% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -6,049 | -100.0% | -0.48% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -5,183 | -100.0% | -0.49% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -12,658 | -100.0% | -0.50% | – |
| NCA | Exit | NUVEEN CALIFORNIA MUNI VLU F | $0 | – | -120,325 | -100.0% | -0.52% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -4,354 | -100.0% | -0.56% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -38,958 | -100.0% | -0.57% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -15,033 | -100.0% | -0.59% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -12,527 | -100.0% | -0.60% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -2,086 | -100.0% | -0.62% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -19,477 | -100.0% | -0.66% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -9,378 | -100.0% | -0.70% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -18,812 | -100.0% | -0.73% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -5,291 | -100.0% | -0.76% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -16,481 | -100.0% | -0.91% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | -35,331 | -100.0% | -0.96% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -13,154 | -100.0% | -0.98% | – |
| MMM | Exit | 3M CO | $0 | – | -22,540 | -100.0% | -1.09% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -14,051 | -100.0% | -1.16% | – |
| Exit | SHELL PLCspon ads | $0 | – | -43,752 | -100.0% | -1.48% | – | |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -21,530 | -100.0% | -1.63% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -34,930 | -100.0% | -1.88% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -101,079 | -100.0% | -1.89% | – |
| TCBK | Exit | TRICO BANCSHARES | $0 | – | -105,357 | -100.0% | -1.90% | – |
| Exit | CAPITAL GROUP INTERNATIONAL | $0 | – | -166,033 | -100.0% | -2.19% | – | |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -71,701 | -100.0% | -2.30% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -31,098 | -100.0% | -2.45% | – |
| Exit | CAPITAL GROUP DIVIDEND GROWE | $0 | – | -188,278 | -100.0% | -2.47% | – | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -99,192 | -100.0% | -2.50% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -16,185 | -100.0% | -3.08% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -84,716 | -100.0% | -3.20% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -21,039 | -100.0% | -3.82% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -191,571 | -100.0% | -4.13% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -67,196 | -100.0% | -4.69% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -132,846 | -100.0% | -6.70% | – |
| AAPL | Exit | APPLE INC | $0 | – | -74,768 | -100.0% | -7.16% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -161,490 | -100.0% | -8.10% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -351,465 | -100.0% | -9.13% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q3 2023 | 9.4% |
| ISHARES TR | 3 | Q3 2023 | 8.3% |
| APPLE INC | 3 | Q3 2023 | 7.2% |
| ISHARES TR | 3 | Q3 2023 | 7.2% |
| VANGUARD WHITEHALL FDS | 3 | Q3 2023 | 7.9% |
| ALPHABET INC | 3 | Q3 2023 | 4.7% |
| ISHARES TR | 3 | Q3 2023 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 3 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON | 3 | Q3 2023 | 2.8% |
View SWEENEY & MICHEL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-06-07 |
View SWEENEY & MICHEL, 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.