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Home > Institutional Investor > Sonoma Private Wealth Llc > Profile

Instuitional Investor - Sonoma Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Sonoma Private Wealth Llc
Portfolio Value $60,411,577
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 9,972 $4,762,926 7.88%
2.
Ishares Tr
 32,150 $3,223,656 5.33%
3.
Spdr Ser Tr
 81,695 $3,201,631 5.29%
4.
Ishares Trust
 IEF 16,145 $2,807,454 4.64%
5.
Vanguard Index Fds
 16,734 $2,501,733 4.14%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)