Instuitional Investor - Traverso Chambers Private Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Traverso Chambers Private Wealth Management, Llc |
Portfolio Value | $411,764,672 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 83,117 | $39,506,286 | 9.59% | |
2. | Spdr Series Trust | 1,134,340 | $29,084,478 | 7.06% | |
3. | Vanguard Scottsdale Funds | 484,487 | $28,260,127 | 6.86% | |
4. | Ishares Tr | 211,855 | $22,935,422 | 5.57% | |
5. | Invesco Qqq Tr | 51,341 | $21,025,170 | 5.1% |