Legal Name: SONATA CAPITAL GROUP INC
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
84,239 |
$7,361k |
|
|
ISHARES (464287630)
|
60,664 |
$7,310k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
129,626 |
$7,242k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
45,900 |
$7,222k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
44,008 |
$6,605k |
|
|
ISHARES (464287879)
|
41,540 |
$6,174k |
|
|
Amazon.com Inc (023135106)
|
2,994 |
$5,670k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
41,022 |
$5,219k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
27,917 |
$5,004k |
|
|
ISHARES (464287887)
|
19,149 |
$3,494k |
|
|
Apple Inc (037833100)
|
17,096 |
$3,384k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
17,083 |
$3,319k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
8,554 |
$3,033k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q308)
|
53,491 |
$2,975k |
|
|
MICROSOFT CORP (594918104)
|
22,071 |
$2,957k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
24,135 |
$2,729k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
20,151 |
$2,631k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
22,301 |
$2,600k |
|
|
ISHARES (464287705)
|
16,230 |
$2,588k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
25,995 |
$2,097k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
6,887 |
$2,030k |
|
|
Boeing Co/The (097023105)
|
4,755 |
$1,731k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,654 |
$1,527k |
|
|
ISHARES TR (46434VBA7)
|
59,587 |
$1,503k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q407)
|
19,626 |
$1,469k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
14,926 |
$1,330k |
|
|
ISHARES (464287168)
|
13,094 |
$1,304k |
|
|
ISHARES RUS (464287689)
|
7,475 |
$1,288k |
|
|
ISHARES TR (46434VBK5)
|
48,813 |
$1,217k |
|
|
COSTCO WHSL CORP (22160K105)
|
4,451 |
$1,176k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
7,000 |
$1,170k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
21,163 |
$1,153k |
|
|
ISHARES (464287234)
|
26,607 |
$1,142k |
|
|
MERCK & CO INC (58933Y105)
|
12,627 |
$1,059k |
|
|
ISHARES (464287242)
|
8,345 |
$1,038k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
19,200 |
$1,019k |
|
|
ISHARES TR (464288687)
|
26,344 |
$971k |
|
|
VANGUARD GROUP (921908844)
|
8,323 |
$958k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
10,741 |
$936k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
4,310 |
$919k |
|
|
WISDOMTREE TR (97717W109)
|
9,320 |
$906k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
16,229 |
$891k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,987 |
$875k |
|
|
ISHARES TR (464287176)
|
7,440 |
$859k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
10,925 |
$853k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
7,517 |
$847k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
3,895 |
$771k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
7,035 |
$750k |
|
|
ISHARES TR (464287846)
|
4,955 |
$724k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
8,135 |
$704k |
|
|
JOHNSON & JOHNSON (478160104)
|
4,991 |
$695k |
|
|
PFIZER INC (717081103)
|
15,903 |
$689k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
3,409 |
$685k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,575 |
$668k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
5,821 |
$648k |
|
|
ISHARES (464288638)
|
11,100 |
$632k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,983 |
$625k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
10,660 |
$609k |
|
|
SPDR SERIES TRUST (78464A359)
|
10,965 |
$580k |
|
|
AT&T INC (00206R102)
|
16,259 |
$545k |
|
|
ISHARES TR (46434VAX8)
|
21,343 |
$542k |
|
|
ISHARES TR (46435G755)
|
20,585 |
$538k |
|
|
INTEL CORP (458140100)
|
10,848 |
$519k |
|
|
Chevron Corp (166764100)
|
4,157 |
$517k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
2,940 |
$511k |
|
|
STARBUCKS CORP (855244109)
|
6,022 |
$505k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
2,395 |
$505k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
5,625 |
$505k |
|
|
MCDONALDS CORP (580135101)
|
2,265 |
$470k |
|
|
ISHARES (464287465)
|
7,140 |
$469k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
5,507 |
$457k |
|
|
ISHARES (464288646)
|
8,450 |
$452k |
|
|
CLOROX CO (189054109)
|
2,856 |
$437k |
|
|
ISHARES TR (46435G789)
|
16,400 |
$423k |
|
|
DISNEY WALT CO (254687106)
|
2,857 |
$399k |
|
|
ISHARES TR (464288356)
|
6,541 |
$397k |
|
|
ISHARES TR (464287457)
|
4,600 |
$390k |
|
|
ISHARES BRD USD INV GRD CORP B (464288620)
|
6,810 |
$389k |
|
|
WESTERN MIDSTREAM PARTNERS L (958669103)
|
12,320 |
$379k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
3,300 |
$367k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,690 |
$366k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,114 |
$341k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,764 |
$320k |
|
|
CITIGROUP INC (172967424)
|
4,545 |
$318k |
|
|
ISHARES TR (46434V571)
|
11,778 |
$301k |
|
|
PIMCO ETF TR (72201R775)
|
2,800 |
$301k |
|
|
Exxon Mobil Corp (30231G102)
|
3,726 |
$286k |
|
|
ISHARES U (464287739)
|
3,242 |
$283k |
|
|
ISHARES TR (464287580)
|
1,269 |
$276k |
|
|
ISHARE (464287754)
|
1,700 |
$269k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
1,400 |
$251k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,015 |
$248k |
|
|
ORACLE CORP (68389X105)
|
4,100 |
$234k |
|
|
VANGUARD SCOTTSDALE FDS (92206C649)
|
2,200 |
$232k |
|
|
SPDR DOW JONES INDUSTRIAL AVER (252787106)
|
850 |
$226k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,150 |
$225k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,824 |
$222k |
|
|
Bank of America Corp. (060505104)
|
7,588 |
$220k |
|
|
ABBVIE INC (00287Y109)
|
2,920 |
$212k |
|
|
ZOETIS INC (98978V103)
|
1,809 |
$205k |
|
|
PEPSICO INC (713448108)
|
1,556 |
$204k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
1,842 |
$204k |
|
|
SPDR SERIES TRUST (78464A698)
|
3,801 |
$203k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
2,500 |
$201k |
|
|
ADOMANI INC (00726A100)
|
10,000 |
$3k |
|
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