0001172036-15-000003.txt : 20150212 0001172036-15-000003.hdr.sgml : 20150212 20150211174746 ACCESSION NUMBER: 0001172036-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150212 DATE AS OF CHANGE: 20150211 EFFECTIVENESS DATE: 20150212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SONATA CAPITAL GROUP INC CENTRAL INDEX KEY: 0001172036 IRS NUMBER: 912035283 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10198 FILM NUMBER: 15600791 BUSINESS ADDRESS: STREET 1: 2001 6TH AVE STREET 2: SUITE 3410 CITY: SEATTLE STATE: WA ZIP: 98121 BUSINESS PHONE: 2062564400 MAIL ADDRESS: STREET 1: 2001 6TH AVENUE STREET 2: SUITE 3410 CITY: SEATTLE STATE: WA ZIP: 98121 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001172036 XXXXXXXX 12-31-2014 12-31-2014 SONATA CAPITAL GROUP INC

2001 6TH AVENUE SUITE 3410 SEATTLE WA 98121

13F HOLDINGS REPORT 028-10198 N Shana A Moffatt 206-256-4400 Shana A Moffatt Seattle WA 02-11-2015 0 92 110306 false INFORMATION TABLE 2 13f123114.xml 3M COMPANY COM 88579y101 358 2180 SH SOLE 2180 0 0 A T & T INC NEW COM 00206r102 698 20772 SH SOLE 20772 0 0 ALTRIA GROUP INC COM 02209s103 386 7826 SH SOLE 7826 0 0 AMAZON COM INC COM 023135106 326 1050 SH SOLE 1050 0 0 APPLE INC COM 037833100 1979 17933 SH SOLE 17933 0 0 BANK OF AMERICA CORP COM 060505104 250 13998 SH SOLE 13998 0 0 BERKSHIRE HATHAWAY B NEW CLASS COM 084670702 665 4432 SH SOLE 4432 0 0 BOEING CO COM 097023105 723 5561 SH SOLE 5561 0 0 CHEVRON CORPORATION COM 166764100 1179 10513 SH SOLE 10513 0 0 CITIGROUP INC NEW COM 172967424 487 9000 SH SOLE 9000 0 0 CLOROX COMPANY COM 189054109 441 4235 SH SOLE 4235 0 0 COCA COLA COMPANY COM 191216100 213 5050 SH SOLE 5050 0 0 COLGATE-PALMOLIVE CO COM 194162103 271 3910 SH SOLE 3910 0 0 CONOCOPHILLIPS COM 20825c104 496 7186 SH SOLE 7186 0 0 COSTCO WHSL CORP NEW COM 22160k105 799 5640 SH SOLE 5640 0 0 CYTEC INDUSTRIES INC COM 232820100 296 6408 SH SOLE 6408 0 0 EXXON MOBIL CORPORATION COM 30231g102 593 6418 SH SOLE 6418 0 0 GENERAL ELECTRIC COMPANY COM 369604103 1358 53738 SH SOLE 53738 0 0 GLAXOSMITHKLINE PLC ADRF SPONS COM 37733w105 263 6150 SH SOLE 6150 0 0 INTEL CORP COM 458140100 675 18613 SH SOLE 18613 0 0 JOHNSON & JOHNSON COM 478160104 765 7316 SH SOLE 7316 0 0 JPMORGAN CHASE & CO COM 46625h100 1180 18858 SH SOLE 18858 0 0 KINDER MORGAN INC COM 49456b101 339 8017 SH SOLE 8017 0 0 MC DONALDS CORP COM 580135101 283 3016 SH SOLE 3016 0 0 MERCK & CO INC NEW COM 58933y105 798 14045 SH SOLE 14045 0 0 METLIFE INC COM 59156r108 206 3800 SH SOLE 3800 0 0 MICROSOFT CORP COM 594918104 1664 35820 SH SOLE 35820 0 0 NORDSTROM INC COM 655664100 774 9750 SH SOLE 9750 0 0 ORACLE CORPORATION COM 68389x105 202 4500 SH SOLE 4500 0 0 PACCAR INC COM 693718108 245 3603 SH SOLE 3603 0 0 PEPSICO INCORPORATED COM 713448108 374 3960 SH SOLE 3960 0 0 PFIZER INCORPORATED COM 717081103 559 17944 SH SOLE 17944 0 0 PROCTER & GAMBLE COM 742718109 711 7809 SH SOLE 7809 0 0 PUGET SOUND BANK COM 74531y108 359 24000 SH SOLE 24000 0 0 REGIONS FINANCIAL CP NEW COM 7591ep100 122 11512 SH SOLE 11512 0 0 STARBUCKS CORP COM 855244109 1054 12850 SH SOLE 12850 0 0 TESLA MOTORS INC COM 88160r101 300 1350 SH SOLE 1350 0 0 VANGUARD MID CAP COM 922908629 552 4470 SH SOLE 4470 0 0 VERIZON COMMUNICATIONS COM 92343v104 661 14137 SH SOLE 14137 0 0 WELLS FARGO & CO NEW COM 949746101 384 7002 SH SOLE 7002 0 0 ISHARES CORE S&P ETF MIDCAP ETF 464287507 1909 13185 SH SOLE 13185 0 0 ISHARES CORE S&P ETF S&P 500 I ETF 464287200 1584 7659 SH SOLE 7659 0 0 ISHARES CORE S&P ETF SMALLCAP ETF 464287804 525 4600 SH SOLE 4600 0 0 ISHARES MSCI EMRG MKT FD EMERG ETF 464287234 3134 79772 SH SOLE 79772 0 0 ISHARES MSCI ETF USA ESG SELEC ETF 464288802 284 3300 SH SOLE 3300 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 3963 37957 SH SOLE 37942 0 15 ISHARES RUSSELL ETF MIDCAP ETF 464287499 6346 37989 SH SOLE 37989 0 0 ISHARES RUSSELL VALUE MIDCAP V ETF 464287473 2392 32435 SH SOLE 32435 0 0 ISHARES S&P 500 GROWTH S&P 500 ETF 464287309 4588 41110 SH SOLE 41110 0 0 ISHARES S&P 500 VALUE S&P 500 ETF 464287408 845 9016 SH SOLE 9016 0 0 ISHARES S&P MIDCAP 400 VALUE E ETF 464287705 2939 22994 SH SOLE 22994 0 0 ISHARES S&P SMCAP VALUE VALUE ETF 464287879 6702 56825 SH SOLE 56825 0 0 ISHARES SELECT DIVIDEND ETF ETF 464287168 1331 16769 SH SOLE 16769 0 0 ISHARES TR COHEN & STEER REIT ETF 464287564 3687 38076 SH SOLE 38076 0 0 ISHARES TR DOW JONES US ETF ETF 464287846 582 5624 SH SOLE 5624 0 0 ISHARES TR MSCI EAFE ETF ETF 464287465 442 7272 SH SOLE 7272 0 0 ISHARES TR REAL ESTATE ETF ETF 464287739 436 5673 SH SOLE 5673 0 0 ISHARES TR RUSSELL 1000 GROWTH ETF 464287614 6066 63450 SH SOLE 63434 0 16 ISHARES TR RUSSELL 2000 VALUE ETF 464287630 10813 106347 SH SOLE 106323 0 24 ISHARES TR RUSSELL 3000 RUSSEL ETF 464287689 379 3100 SH SOLE 3100 0 0 ISHARES TR US CONSUMER CONSUME ETF 464287812 220 2100 SH SOLE 2100 0 0 ISHARES TR US CONSUMER CONSUME ETF 464287580 391 2840 SH SOLE 2840 0 0 ISHARES TR US ENERGY ETF ETF 464287796 299 6680 SH SOLE 6680 0 0 ISHARES TR US HEALTHCARE ETF ETF 464287762 551 3820 SH SOLE 3820 0 0 ISHARES TR US INDL US INDUSTRI ETF 464287754 709 6650 SH SOLE 6650 0 0 ISHARES TRUST TECHNOLOGY ETF ETF 464287721 882 8450 SH SOLE 8450 0 0 ISHARES U S PFD ETF U S PFD ST ETF 464288687 1083 27452 SH SOLE 27452 0 0 ISHARES US TRANSN AVG TRANSPOR ETF 464287192 443 2700 SH SOLE 2700 0 0 POWERSHS QQQ TRUST SER 1 ETF 73935A104 217 2100 SH SOLE 2100 0 0 S P D R S&P 500 ETF TR EXPIRES ETF 78462f103 463 2254 SH SOLE 2254 0 0 SECTOR SPDR TECH SELECT SHARES ETF 81369y803 523 12655 SH SOLE 12655 0 0 SPDR S&P MIDCAP 400 ETF ETF 78467y107 2583 9785 SH SOLE 9785 0 0 VANGRD RUSSELL 2000 ETF VALUE ETF 92206c649 308 3500 SH SOLE 3500 0 0 VANGUARD DIV APPRCIATION ETF 921908844 280 3450 SH SOLE 3450 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 1033 19710 SH SOLE 19710 0 0 VANGUARD MID CAP VALUE ETF 922908512 259 2900 SH SOLE 2900 0 0 VANGUARD REIT ETF 922908553 627 7745 SH SOLE 7745 0 0 VANGUARD SMALL CAP VALUE ETF 922908611 328 3100 SH SOLE 3100 0 0 VANGUARD TOTAL STOCK MKT ETF 922908769 2543 23991 SH SOLE 23991 0 0 VANGUARD WHITEHALL FUNDS HIGH ETF 921946406 4381 63728 SH SOLE 63728 0 0 WISDOMTREE TOTAL DIVIDND TOTAL ETF 97717w109 752 10060 SH SOLE 10060 0 0 ISHARES CORE ETF AGGREGATE BON ETF 464287226 201 1829 SH SOLE 1829 0 0 ISHARES ETF FLOATING RATE BOND ETF 46429b655 834 16500 SH SOLE 16500 0 0 ISHARES IBOXX INVESTMENT GRADE ETF 464287242 1548 12965 SH SOLE 12965 0 0 ISHARES TR BOND 1-3 YEAR CREDI ETF 464288646 558 5305 SH SOLE 5305 0 0 ISHARES TR BOND INTERMEDIATE C ETF 464288638 590 5400 SH SOLE 5400 0 0 ISHARES TR CORE US CREDIT BOND ETF 464288620 452 4045 SH SOLE 4045 0 0 ISHARES TR MUNI FUND SHORT-TER ETF 464288158 674 6360 SH SOLE 6360 0 0 ISHARES TRUST IBOXX $ HIGH YIE ETF 464288513 1526 17032 SH SOLE 17032 0 0 ISHARES TRUST NATL AMT FREE MU ETF 464288414 1043 9450 SH SOLE 9450 0 0 PIMCO EXCH TRADED FUND TOTAL R ETF 72201r775 279 2600 SH SOLE 2600 0 0 SPDR BARCLAYS ETF CONVERTIBLE ETF 78464a359 783 16695 SH SOLE 16695 0 0