SWEENEY & MICHEL, LLC at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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