StockDriftsStockDriftsTop 50 Traverso Chambers Private Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 9.59% | 83.1K | $39.5M | — | — | — | 2023-12-31 |
| SPAB | SPDR SER TR | 7.06% | 1.13M | $29.1M | — | — | — | 2023-12-31 |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.86% | 484.5K | $28.3M | — | — | — | 2023-12-31 |
| TLH | ISHARES TR | 5.57% | 211.9K | $22.9M | — | — | — | 2023-12-31 |
| QQQ | INVESCO QQQ TR | 5.11% | 51.3K | $21.0M | — | — | — | 2023-12-31 |
| SCHO | SCHWAB STRATEGIC TR | 4.66% | 396.0K | $19.2M | — | — | — | 2023-12-31 |
| SCHF | SCHWAB STRATEGIC TR | 4.42% | 492.3K | $18.2M | — | — | — | 2023-12-31 |
| DLN | WISDOMTREE TR | 4.11% | 254.8K | $16.9M | — | — | — | 2023-12-31 |
| VUG | VANGUARD INDEX FDS | 3.5% | 46.4K | $14.4M | — | — | — | 2023-12-31 |
| SCHV | SCHWAB STRATEGIC TR | 3.24% | 190.1K | $13.3M | — | — | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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