TC

Traverso Chambers Private Wealth Management, LLC

13F
Traverso Chambers Private Wealth Management, LLC
Last update 2024-01-09 123 Stocks (10 new)
Value $412.00 Mil Turnover 15 %
Countries:
Top Holdings: SPY(9.59%)SPAB(7.06%)VGSH(6.86%)TLH(5.57%)QQQ(5.11%)
Summary Stock Picks Current Portfolio
Traverso Chambers Private Weal... Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
83,117
39,506.3
+1.57%
9.590
+0.15%
0.010
+7.90%
+3.21%
613,924.7
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
1,134,340
29,084.5
New Holding
7.060
+7.06%
0.430
-0.27%
+2.45%
8,737.5
 
VGSH 		Vanguard Short-Term Government Bond ETF
484,487
28,260.1
-6.31%
6.860
-0.50%
0.140
+0.70%
+2.06%
23,164.6
 
TLH 		iShares 10-20 Year Treasury Bond ETF
211,855
22,935.4
New Holding
5.570
+5.57%
0.300
-3.30%
+1.22%
11,101.7
 
QQQ 		INVESCO QQQ Trust
51,341
21,025.2
+1.68%
5.110
+0.08%
0.010
+13.01%
+4.50%
344,271.6
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
396,034
19,187.9
-37.05%
4.660
-2.99%
0.140
+0.68%
+2.41%
10,984.1
 
SCHF 		Schwab International Equity ETF
492,278
18,194.6
+3.12%
4.420
+0.13%
0.060
+9.82%
+18.43%
48,289.6
 
DLN 		WisdomTree U.S. LargeCap Dividend Fund
254,800
16,913.6
+2.12%
4.110
+0.09%
0.450
+2.61%
+4.65%
4,901.7
 
VUG 		Vanguard Growth ETF
46,409
14,427.6
+1.75%
3.500
+0.06%
0.010
+14.03%
+3.60%
151,403.7
 
SCHV 		Schwab U.S. Large-Cap Value ETF
190,094
13,325.6
+6.04%
3.240
+0.18%
0.130
+3.18%
+5.08%
12,345.6
 

Traverso Chambers Private Wealth Management, LLC's Historical Top Holdings Breakdowns

Traverso Chambers Private Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2023-12-31Reduce
-8.90%
●
91.67 ($95.17) 99.66
$97.62
2.57%
Reduce -87.44%
50,821
-353,942
SPAB 		SPDR Portfolio Aggregate Bond ETF2023-12-31New Buy
+7.06%
●
23.71 ($24.6) 25.74
$25.18
2.36%
New holding
1,134,340
1,134,340
TLH 		iShares 10-20 Year Treasury Bond ETF2023-12-31New Buy
+5.57%
●
93.11 ($100.1) 109.52
$99.12
-0.98%
New holding
211,855
211,855
SCHO 		Schwab Short-Term U.S. Treasury ETF2023-12-31Reduce
-2.99%
●
47.66 ($48.02) 48.45
$24.21
-49.58%
Reduce -37.05%
396,034
-233,113
VGSH 		Vanguard Short-Term Government Bond ETF2023-12-31Reduce
-0.50%
●
57.34 ($57.8) 58.41
$58.37
0.99%
Reduce -6.31%
484,487
-32,621
AAPL 		Apple Inc2023-12-31Add
+0.36%
●
166.89 ($184.64) 198.11
$202.67
9.76%
Add 19.28%
47,783
7,722
TBUX 		T. Rowe Price Ultra Short-Term Bond ETF2023-12-31Reduce
-0.19%
●
48.82 ($49.05) 49.38
$49.73
1.39%
Reduce -26.36%
40,589
-14,527
SCHV 		Schwab U.S. Large-Cap Value ETF2023-12-31Add
+0.18%
●
61.16 ($65.6) 70.24
$27.25
-58.46%
Add 6.04%
190,094
10,826
SPY 		S&P 500 ETF TRUST ETF2023-12-31Add
+0.15%
●
410.68 ($445.46) 476.69
$603.08
35.38%
Add 1.57%
83,117
1,284
IEF 		iShares 7-10 Year Treasury Bond ETF2023-12-31New Buy
+0.13%
●
88.95 ($92.48) 97
$93.84
1.47%
New holding
5,381
5,381

Traverso Chambers Private Wealth Management, LLC Total Holding History ($B)

To

Traverso Chambers Private Wealth Management, LLC's Asset Allocation

To

Traverso Chambers Private Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Traverso Chambers Private Wealth Management, LLC's Hypothetical Growth since 2023-12-31

Traverso Chambers Private Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Traverso Chambers Private Wealth Management, LLC's Holdings Heat Map

Size field:

Traverso Chambers Private Wealth Management, LLC's Holdings Bubble Chart

Traverso Chambers Private Wealth Management, LLC News

  • 1

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