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Name: |
Sonoma Private Wealth LLC |
City: |
San Francisco |
State: |
CA |
Zip: |
94104 |
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data |
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Filing Period: |
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Holdings
Found :
5 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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ACWI |
iShares MSCI ACWI Index |
16 |
- |
$112.16 |
$910,000 |
8,260 |
1.46% |
69,000 |
0 |
0.005 |
Closed - End Fund - E... |
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VT |
Vanguard Total World Stock ... |
21 |
- |
$112.48 |
$835,000 |
7,560 |
1.34% |
57,000 |
0 |
0.004 |
Closed - End Fund - E... |
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SCHD |
Schwab US Dividend Equity ETF |
39 |
- |
$80.08 |
$576,000 |
7,140 |
0.93% |
32,000 |
0 |
0.002 |
N/A |
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VTI |
Vanguard Total Stock Market... |
42 |
- |
$262.30 |
$568,000 |
2,186 |
0.91% |
49,000 |
0 |
0 |
Closed - End Fund - E... |
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DDOG |
Datadog, Inc. |
83 |
- |
$0.00 |
$226,000 |
1,831 |
0.36% |
4,000 |
0 |
0.001 |
N/A |
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