0001085146-19-001904.txt : 20190717 0001085146-19-001904.hdr.sgml : 20190717 20190716194857 ACCESSION NUMBER: 0001085146-19-001904 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190717 DATE AS OF CHANGE: 20190716 EFFECTIVENESS DATE: 20190717 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: 19958049 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 true false 0001767346 XXXXXXXX 06-30-2019 06-30-2019 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 07-16-2019 0 97 204819 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 395 2271 SH SOLE 0 0 2271 ALPHABET INC CAP STK CL A 02079K305 465 418 SH SOLE 0 0 418 ALPHABET INC CAP STK CL C 02079K107 238 214 SH SOLE 0 0 214 ALPS ETF TR INTL SEC DV DOG 00162Q718 415 15800 SH SOLE 0 0 15800 ALPS ETF TR SECTR DIV DOGS 00162Q858 409 9378 SH SOLE 0 0 9378 ALTRIA GROUP INC COM 02209S103 1691 34798 SH SOLE 0 0 34798 AMAZON COM INC COM 023135106 1569 811 SH SOLE 0 0 811 AMERICAN EXPRESS CO COM 025816109 873 6982 SH SOLE 0 0 6982 AMGEN INC COM 031162100 313 1677 SH SOLE 0 0 1677 APPLE INC COM 037833100 2062 10169 SH SOLE 0 0 10169 AT&T INC COM 00206R102 575 16982 SH SOLE 0 0 16982 BANK NEW YORK MELLON CORP COM 064058100 284 6413 SH SOLE 0 0 6413 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 285 1329 SH SOLE 0 0 1329 BLACKROCK INC COM 09247X101 204 435 SH SOLE 0 0 435 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 478 10097 SH SOLE 0 0 10097 BOEING CO COM 097023105 477 1348 SH SOLE 0 0 1348 CATERPILLAR INC DEL COM 149123101 272 2000 SH SOLE 0 0 2000 CHEVRON CORP NEW COM 166764100 1175 9562 SH SOLE 0 0 9562 CISCO SYS INC COM 17275R102 766 13729 SH SOLE 0 0 13729 CLOROX CO DEL COM 189054109 594 3852 SH SOLE 0 0 3852 COCA COLA CO COM 191216100 244 4694 SH SOLE 0 0 4694 COMCAST CORP NEW CL A 20030N101 403 9396 SH SOLE 0 0 9396 COSTCO WHSL CORP NEW COM 22160K105 304 1147 SH SOLE 0 0 1147 DISNEY WALT CO COM DISNEY 254687106 272 1905 SH SOLE 0 0 1905 EXXON MOBIL CORP COM 30231G102 3328 43956 SH SOLE 0 0 43956 FACEBOOK INC CL A 30303M102 414 2122 SH SOLE 0 0 2122 GENERAL ELECTRIC CO COM 369604103 169 15913 SH SOLE 0 0 15913 GENERAL MLS INC COM 370334104 636 11878 SH SOLE 0 0 11878 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 444 10845 SH SOLE 0 0 10845 HARMONY GOLD MNG LTD SPONSORED ADR 413216300 27 12264 SH SOLE 0 0 12264 HEWLETT PACKARD ENTERPRISE C COM 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464287465 1027 15510 SH SOLE 0 0 15510 ISHARES TR MSCI EMG MKT ETF 464287234 670 15477 SH SOLE 0 0 15477 ISHARES TR NATIONAL MUN ETF 464288414 262 2315 SH SOLE 0 0 2315 ISHARES TR PFD AND INCM SEC 464288687 8973 243229 SH SOLE 0 0 243229 ISHARES TR RUS 1000 GRW ETF 464287614 1530 9564 SH SOLE 0 0 9564 ISHARES TR RUS 1000 VAL ETF 464287598 3352 26141 SH SOLE 0 0 26141 ISHARES TR RUSSELL 2000 ETF 464287655 1468 9460 SH SOLE 0 0 9460 ISHARES TR SH TR CRPORT ETF 464288646 735 13787 SH SOLE 0 0 13787 JOHNSON & JOHNSON COM 478160104 1586 11323 SH SOLE 0 0 11323 JPMORGAN CHASE & CO COM 46625H100 710 6237 SH SOLE 0 0 6237 KIMBERLY CLARK CORP COM 494368103 360 2646 SH SOLE 0 0 2646 KRAFT HEINZ CO COM 500754106 242 7916 SH SOLE 0 0 7916 MERCK & CO INC COM 58933Y105 304 3550 SH SOLE 0 0 3550 MICROSOFT CORP COM 594918104 1000 7322 SH SOLE 0 0 7322 MONDELEZ INTL INC CL A 609207105 1393 25346 SH SOLE 0 0 25346 NORFOLK SOUTHERN CORP COM 655844108 1139 5682 SH SOLE 0 0 5682 PEPSICO INC COM 713448108 319 2410 SH SOLE 0 0 2410 PFIZER INC COM 717081103 1001 22627 SH SOLE 0 0 22627 PHILIP MORRIS INTL INC COM 718172109 1926 24152 SH SOLE 0 0 24152 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 306 3013 SH SOLE 0 0 3013 PROCTER AND GAMBLE CO COM 742718109 6572 58955 SH SOLE 0 0 58955 PROSHARES TR PSHS SHORT DOW30 74347B235 355 6696 SH SOLE 0 0 6696 QUALCOMM INC COM 747525103 326 4237 SH SOLE 0 0 4237 SOUTHERN CO COM 842587107 311 5570 SH SOLE 0 0 5570 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 328 1224 SH SOLE 0 0 1224 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 362 9273 SH SOLE 0 0 9273 SPDR S&P 500 ETF TR TR UNIT 78462F103 19838 66923 SH SOLE 0 0 66923 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 550 11255 SH SOLE 0 0 11255 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 387 13279 SH SOLE 0 0 13279 SPDR SERIES TRUST S&P DIVID ETF 78464A763 407 4010 SH SOLE 0 0 4010 SUMMIT ST BK SANTA ROSA CALI COM 866264203 753 64080 SH SOLE 0 0 64080 UMPQUA HLDGS CORP COM 904214103 261 15660 SH SOLE 0 0 15660 UNILEVER PLC SPON ADR NEW 904767704 267 4232 SH SOLE 0 0 4232 UNITED PARCEL SERVICE INC CL B 911312106 271 2653 SH SOLE 0 0 2653 UNITED TECHNOLOGIES CORP COM 913017109 1091 8265 SH SOLE 0 0 8265 VANGUARD INDEX FDS GROWTH ETF 922908736 6516 39310 SH SOLE 0 0 39310 VANGUARD INDEX FDS MID CAP ETF 922908629 243 1441 SH SOLE 0 0 1441 VANGUARD INDEX FDS SMALL CP ETF 922908751 1957 12469 SH SOLE 0 0 12469 VANGUARD INDEX FDS VALUE ETF 922908744 3576 31959 SH SOLE 0 0 31959 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1111 25779 SH SOLE 0 0 25779 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 23069 286281 SH SOLE 0 0 286281 VANGUARD STAR FD VG TL INTL STK F 921909768 2132 40034 SH SOLE 0 0 40034 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 262 3771 SH SOLE 0 0 3771 VERIZON COMMUNICATIONS INC COM 92343V104 848 14585 SH SOLE 0 0 14585 VISA INC COM CL A 92826C839 598 3413 SH SOLE 0 0 3413 WASTE MGMT INC DEL COM 94106L109 260 2242 SH SOLE 0 0 2242 WELLS FARGO CO NEW COM 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