Filling information for SWEENEY & MICHEL, LLC as Treemap, investor disclosed 101 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
88579Y101 | 88579Y101 | 3M CO | COM | 2112502 | 20289 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 1394198 | 9318 | |
009066101 | 009066101 | AIRBNB INC | COM CL A | 272681 | 1954 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 8876787 | 67330 | |
00162Q858 | 00162Q858 | ALPS ETF TR | SECTR DIV DOGS | 370393 | 7273 | |
023135106 | 023135106 | AMAZON COM INC | COM | 1823978 | 13034 | |
031162100 | 031162100 | AMGEN INC | COM | 1372139 | 5261 | |
037833100 | 037833100 | APPLE INC | COM | 13544002 | 75328 | |
N07059210 | N07059210 | ASML HOLDING N V | N Y REGISTRY SHS | 494028 | 727 | |
00206R102 | 00206R102 | AT&T INC | COM | 549666 | 38763 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 1245734 | 39838 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7652515 | 21039 | |
09260D107 | 09260D107 | BLACKSTONE INC | COM | 697601 | 6723 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 375942 | 1329 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 589839 | 3695 | |
19247L106 | 19247L106 | COHEN & STEERS QUALITY INCOM | COM | 493044 | 42105 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 860079 | 18944 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1159461 | 2085 | |
231021106 | 231021106 | CUMMINS INC | COM | 245177 | 1029 | |
244199105 | 244199105 | DEERE & CO | COM | 563620 | 1309 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 372892 | 3461 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 1164239 | 4340 | |
316092303 | 316092303 | FIDELITY COVINGTON TRUST | CONSMR STAPLES | 592532 | 12918 | |
316092840 | 316092840 | FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 771866 | 18955 | |
316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 675843 | 5295 | |
316092881 | 316092881 | FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | 471829 | 10062 | |
316092865 | 316092865 | FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 462377 | 11136 | |
40415F101 | 40415F101 | HDFC BANK LTD | SPONSORED ADS | 274130 | 4121 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 350610 | 1070 | |
46138E206 | 46138E206 | INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 390880 | 16000 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 4974326 | 99706 | |
464286319 | 464286319 | ISHARES INC | EM MKTS DIV ETF | 611693 | 24606 | |
46434V407 | 46434V407 | ISHARES TR | 0-5YR HI YL CP | 7632715 | 184543 | |
46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 18190848 | 346757 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 14039027 | 136460 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 920658 | 3442 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 1185245 | 11479 | |
464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 16173032 | 162936 | |
464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 571255 | 5808 | |
464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 365039 | 4572 | |
46435U218 | 46435U218 | ISHARES TR | ESG MSCI LEADR | 459602 | 5833 | |
46434V381 | 46434V381 | ISHARES TR | EXPONENTIAL TECH | 1388701 | 25085 | |
46435U192 | 46435U192 | ISHARES TR | GENOMICS IMMUN | 411139 | 18570 | |
46435G524 | 46435G524 | ISHARES TR | INTL DIV GRWTH | 812644 | 13051 | |
464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 234779 | 8823 | |
464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 261636 | 513 | |
46429B689 | 46429B689 | ISHARES TR | MSCI EAFE MIN VL | 1287341 | 19032 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 1212698 | 16219 | |
464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 458301 | 14924 | |
46435U366 | 46435U366 | ISHARES TR | SELF DRIVNG EV | 2136581 | 50666 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 427288 | 4011 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 5427227 | 31339 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 3523627 | 22605 | |
49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 176413 | 10092 | |
48251W104 | 48251W104 | KKR & CO INC | COM | 286696 | 4685 | |
500754106 | 500754106 | KRAFT HEINZ CO | COM | 472117 | 13700 | |
55003A108 | 55003A108 | LULUS FASHION LOUNGE HOLDING | COM | 125095 | 51059 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 436639 | 1021 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 2634706 | 24760 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 525860 | 1682 | |
59156R108 | 59156R108 | METLIFE INC | COM | 558784 | 8800 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 5224860 | 16025 | |
67062C107 | 67062C107 | NUVEEN CALIFORNIA MUNI VLU F | COM STK | 1021349 | 118762 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 697359 | 1561 | |
713448108 | 713448108 | PEPSICO INC | COM | 771084 | 4181 | |
717081103 | 717081103 | PFIZER INC | COM | 887617 | 24905 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 316974 | 3263 | |
74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 202972 | 1768 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 978799 | 6231 | |
747525103 | 747525103 | QUALCOMM INC | COM | 563634 | 4790 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 447841 | 6835 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 870835 | 5113 | |
780259305 | 780259305 | SHELL PLC | SPON ADS | 3008384 | 48774 | |
83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 261965 | 28138 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 811026 | 4540 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 716519 | 7116 | |
88160R101 | 88160R101 | TESLA INC | COM | 289153 | 1158 | |
896095106 | 896095106 | TRICO BANCSHARES | COM | 3973747 | 104490 | |
907818108 | 907818108 | UNION PAC CORP | COM | 592973 | 2594 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 522440 | 2894 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 574577 | 7997 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1052336 | 12598 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 912923 | 4083 | |
92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 239020 | 3048 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1136014 | 14979 | |
92206C565 | 92206C565 | VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 577165 | 8500 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2305109 | 14104 | |
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3747083 | 34402 | |
921946810 | 921946810 | VANGUARD WHITEHALL FDS | INTL DVD ETF | 14800887 | 196742 | |
921946794 | 921946794 | VANGUARD WHITEHALL FDS | INTL HIGH ETF | 502338 | 7869 | |
921910691 | 921910691 | VANGUARD WORLD FD | ESG US CORP BD | 321157 | 5249 | |
92204A207 | 92204A207 | VANGUARD WORLD FDS | CONSUM STP ETF | 1016609 | 5171 | |
92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 269349 | 1089 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 407405 | 943 | |
92204A876 | 92204A876 | VANGUARD WORLD FDS | UTILITIES ETF | 635842 | 4555 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 3301690 | 101372 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 361972 | 1513 | |
931142103 | 931142103 | WALMART INC | COM | 375051 | 2335 | |
929236107 | 929236107 | WD 40 CO | COM | 228206 | 1025 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 979668 | 22025 | |
95805V108 | 95805V108 | WESTERN COPPER & GOLD CORP | COM | 121463 | 83194 |