0001085146-20-001078.txt : 20200410 0001085146-20-001078.hdr.sgml : 20200410 20200409173931 ACCESSION NUMBER: 0001085146-20-001078 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200410 DATE AS OF CHANGE: 20200409 EFFECTIVENESS DATE: 20200410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Traverso Chambers Private Wealth Management, LLC CENTRAL INDEX KEY: 0001767346 IRS NUMBER: 271074339 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19100 FILM NUMBER: 20785557 BUSINESS ADDRESS: STREET 1: 917 MENDOCINO AVE CITY: SANTA ROSA STATE: CA ZIP: 95401 BUSINESS PHONE: 7075231111 MAIL ADDRESS: STREET 1: 917 MENDOCINO AVE CITY: SANTA ROSA STATE: CA ZIP: 95401 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001767346 XXXXXXXX 03-31-2020 03-31-2020 false Traverso Chambers Private Wealth Management, LLC

917 Mendocino Ave Santa Rosa CA 95401

13F HOLDINGS REPORT 028-19100 N Audra Nay 707-523-1111 /s/ Audra Nay Santa Rosa CA 04-09-2020 0 94 212288 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 294 2151 SH SOLE 0 0 2151 ADVISORSHARES TR RANGER EQUITY BE 00768Y883 107 15512 SH SOLE 0 0 15512 ALPHABET INC CAP STK CL A 02079K305 342 294 SH SOLE 0 0 294 ALPS ETF TR SECTR DIV DOGS 00162Q858 201 6424 SH SOLE 0 0 6424 ALTRIA GROUP INC COM 02209S103 1408 36423 SH SOLE 0 0 36423 AMAZON COM INC COM 023135106 1583 812 SH SOLE 0 0 812 AMERICAN EXPRESS CO COM 025816109 561 6552 SH SOLE 0 0 6552 AMGEN INC COM 031162100 346 1707 SH SOLE 0 0 1707 APPLE INC COM 037833100 2472 9722 SH SOLE 0 0 9722 AT&T INC COM 00206R102 485 16636 SH SOLE 0 0 16636 BANK NEW YORK MELLON CORP COM 064058100 223 6625 SH SOLE 0 0 6625 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 2908 175909 SH SOLE 0 0 175909 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206 1124 SH SOLE 0 0 1124 BLACKROCK INC COM 09247X101 209 474 SH SOLE 0 0 474 BLACKSTONE GROUP INC COM CL A 09260D107 459 10070 SH SOLE 0 0 10070 CATERPILLAR INC DEL COM 149123101 232 2000 SH SOLE 0 0 2000 CHEVRON CORP NEW COM 166764100 690 9519 SH SOLE 0 0 9519 CISCO SYS INC COM 17275R102 582 14795 SH SOLE 0 0 14795 CLOROX CO DEL COM 189054109 664 3833 SH SOLE 0 0 3833 COMCAST CORP NEW CL A 20030N101 304 8848 SH SOLE 0 0 8848 COSTCO WHSL CORP NEW COM 22160K105 317 1113 SH SOLE 0 0 1113 DISNEY WALT CO COM DISNEY 254687106 203 2098 SH SOLE 0 0 2098 EXXON MOBIL CORP COM 30231G102 1375 36208 SH SOLE 0 0 36208 GENERAL ELECTRIC CO COM 369604103 120 15168 SH SOLE 0 0 15168 GENERAL MLS INC COM 370334104 654 12395 SH SOLE 0 0 12395 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 423 11173 SH SOLE 0 0 11173 HEWLETT PACKARD ENTERPRISE C COM 42824C109 103 10600 SH SOLE 0 0 10600 HOME DEPOT INC COM 437076102 554 2967 SH SOLE 0 0 2967 HP INC COM 40434L105 187 10744 SH SOLE 0 0 10744 INTEL CORP COM 458140100 722 13338 SH SOLE 0 0 13338 INTERNATIONAL BUSINESS MACHS COM 459200101 372 3352 SH SOLE 0 0 3352 INVESCO ACTIVELY MANAGD ETF OPTIMUM YIELD 46090F100 4732 400323 SH SOLE 0 0 400323 INVESCO EXCHANGE-TRADED FD T PFD ETF 46138E511 3867 293869 SH SOLE 0 0 293869 INVESCO QQQ TR UNIT SER 1 46090E103 644 3384 SH SOLE 0 0 3384 ISHARES TR CORE S&P500 ETF 464287200 1611 6234 SH SOLE 0 0 6234 ISHARES TR CORE US AGGBD ET 464287226 16790 145533 SH SOLE 0 0 145533 ISHARES TR MSCI EMG MKT ETF 464287234 528 15477 SH SOLE 0 0 15477 ISHARES TR BARCLAYS 7 10 YR 464287440 458 3770 SH SOLE 0 0 3770 ISHARES TR 1 3 YR TREAS BD 464287457 14055 162168 SH SOLE 0 0 162168 ISHARES TR MSCI EAFE ETF 464287465 847 15846 SH SOLE 0 0 15846 ISHARES TR RUS 1000 VAL ETF 464287598 3141 31672 SH SOLE 0 0 31672 ISHARES TR RUS 1000 GRW ETF 464287614 1398 9280 SH SOLE 0 0 9280 ISHARES TR RUSSELL 2000 ETF 464287655 6299 55036 SH SOLE 0 0 55036 ISHARES TR CORE S&P SCP ETF 464287804 750 13365 SH SOLE 0 0 13365 ISHARES TR CALIF MUN BD ETF 464288356 1201 19849 SH SOLE 0 0 19849 ISHARES TR SH TR CRPORT ETF 464288646 715 13656 SH SOLE 0 0 13656 ISHARES TR PFD AND INCM SEC 464288687 5353 168121 SH SOLE 0 0 168121 ISHARES TR MIN VOL EAFE ETF 46429B689 366 5900 SH SOLE 0 0 5900 JOHNSON & JOHNSON COM 478160104 1482 11300 SH SOLE 0 0 11300 JPMORGAN CHASE & CO COM 46625H100 553 6144 SH SOLE 0 0 6144 KIMBERLY CLARK CORP COM 494368103 316 2472 SH SOLE 0 0 2472 MERCK & CO. INC COM 58933Y105 265 3443 SH SOLE 0 0 3443 MICROSOFT CORP COM 594918104 1107 7021 SH SOLE 0 0 7021 MONDELEZ INTL INC CL A 609207105 1276 25482 SH SOLE 0 0 25482 MYRIAD GENETICS INC COM 62855J104 241 16857 SH SOLE 0 0 16857 NORFOLK SOUTHERN CORP COM 655844108 828 5672 SH SOLE 0 0 5672 PEPSICO INC COM 713448108 245 2041 SH SOLE 0 0 2041 PFIZER INC COM 717081103 807 24737 SH SOLE 0 0 24737 PHILIP MORRIS INTL INC COM 718172109 1475 20221 SH SOLE 0 0 20221 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 298 3013 SH SOLE 0 0 3013 PROCTER & GAMBLE CO COM 742718109 6335 57589 SH SOLE 0 0 57589 PROSHARES TR PSHS SHORT DOW30 74347B235 392 6696 SH SOLE 0 0 6696 QUALCOMM INC COM 747525103 259 3834 SH SOLE 0 0 3834 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10170 393571 SH SOLE 0 0 393571 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 22016 425586 SH SOLE 0 0 425586 SELECT SECTOR SPDR TR ENERGY 81369Y506 448 15408 SH SOLE 0 0 15408 SOUTHERN CO COM 842587107 312 5757 SH SOLE 0 0 5757 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 254 1158 SH SOLE 0 0 1158 SPDR S&P 500 ETF TR TR UNIT 78462F103 21409 83062 SH SOLE 0 0 83062 SPDR SER TR PORTFOLIO AGRGTE 78464A649 394 13041 SH SOLE 0 0 13041 SPDR SER TR S&P DIVID ETF 78464A763 320 4010 SH SOLE 0 0 4010 SPDR SER TR NUVEEN BLMBRG SR 78468R739 550 11255 SH SOLE 0 0 11255 SPDR SER TR PRTFLO S&P500 HI 78468R788 8032 326521 SH SOLE 0 0 326521 SUMMIT ST BK SANTA ROSA CALI COM 866264203 520 65080 SH SOLE 0 0 65080 UMPQUA HLDGS CORP COM 904214103 227 20827 SH SOLE 0 0 20827 UNILEVER PLC SPON ADR NEW 904767704 231 4566 SH SOLE 0 0 4566 UNITED PARCEL SERVICE INC CL B 911312106 252 2700 SH SOLE 0 0 2700 UNITED TECHNOLOGIES CORP COM 913017109 780 8265 SH SOLE 0 0 8265 VANGUARD INDEX FDS MID CAP ETF 922908629 265 2012 SH SOLE 0 0 2012 VANGUARD INDEX FDS GROWTH ETF 922908736 7083 45202 SH SOLE 0 0 45202 VANGUARD INDEX FDS VALUE ETF 922908744 3302 37078 SH SOLE 0 0 37078 VANGUARD INDEX FDS SMALL CP ETF 922908751 816 7070 SH SOLE 0 0 7070 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2661 64879 SH SOLE 0 0 64879 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 872 25979 SH SOLE 0 0 25979 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 23571 378102 SH SOLE 0 0 378102 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 250 3156 SH SOLE 0 0 3156 VANGUARD STAR FDS VG TL INTL STK F 921909768 576 13732 SH SOLE 0 0 13732 VERIZON COMMUNICATIONS INC COM 92343V104 754 14041 SH SOLE 0 0 14041 VISA INC COM CL A 92826C839 550 3413 SH SOLE 0 0 3413 WASTE MGMT INC DEL COM 94106L109 216 2336 SH SOLE 0 0 2336 WELLS FARGO CO NEW COM 949746101 395 13750 SH SOLE 0 0 13750 WISDOMTREE TR US LARGECAP DIVD 97717W307 5229 64609 SH SOLE 0 0 64609 WISDOMTREE TR US DIVID EX FNCL 97717W406 1269 19652 SH SOLE 0 0 19652 WISDOMTREE TR INTL EQUITY FD 97717W703 624 15796 SH SOLE 0 0 15796