IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sonata Capital Group Inc

Q3 2019 Holdings

Filed 2019-11-01 | 107 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Wholesale Co(COST)COM22160K105$1.3M4,45163.7%
Cisco Systems Inc(CSCO)COM17275R102$306.0K6,19015.2%
Abbvie Inc(ABBV)COM00287Y109$278.0K3,67013.8%
Vanguard High Dividend Yield E(VYM)ETF921946406$7.8K88,0390.4%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$7.5K46,9570.4%
Ishares Russell Mid Cap ETF(IWR)ETF464287499$7.2K127,9800.4%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$7.1K59,2160.4%
Vanguard Total Stock Market ET(VTI)ETF922908769$6.3K41,9530.3%
Ishares S&P Small Cap 600 ETF(IJS)ETF464287879$5.9K39,5970.3%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$5.5K42,7120.3%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$4.9K27,4520.2%
Amazon.com Inc(AMZN)COM023135106$4.3K2,4940.2%
Apple Inc(AAPL)COM037833100$3.9K17,2240.2%
Ishares S&P Smll Cap 600 Grth(IJT)ETF464287887$3.5K19,7760.2%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$3.3K17,0830.2%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$3.2K9,0040.2%
Ishares National Muni Bond ETF(MUB)ETF464288414$2.9K25,0800.1%
Jpmrg Dvsfd Retn Emrg Mrks EQY(JPEM)ETF46641Q308$2.9K54,4870.1%
Microsoft Corp(MSFT)COM594918104$2.8K19,8610.1%
Ishares Ibonds DEC 2022 Term EETF46434VBA7$2.7K105,1470.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$2.6K21,9820.1%
Vanguard Small Cap Value ETF(VBR)ETF922908611$2.5K19,2260.1%
Ishares S&P Mid Cap 400 Value(IJJ)ETF464287705$2.4K14,8300.1%
Vanguard Short Term COR BD ETF(VCSH)ETF92206C409$2.3K28,9270.1%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.0K6,8470.1%
Boeing Co(BA)COM097023105$1.8K4,8250.1%
Ishares Ibonds DEC 2021 Term EETF46434VBK5$1.7K66,8780.1%
Ishares Select Dividend ETF(DVY)ETF464287168$1.6K15,9990.1%
J P Morgan Chase & Co(JPM)COM46625H100$1.6K13,3790.1%
JPMorgan Divrsifd Rtrn US EQY(JPUS)ETF46641Q407$1.5K19,6270.1%
Ishares Russell 3000 ETF(IWV)ETF464287689$1.5K8,3750.1%
Ishares Russell Mid Cap Value(IWS)ETF464287473$1.3K14,7310.1%
Vanguard Muni BND TAX Exempt E(VTEB)ETF922907746$1.3K23,6000.1%
Ishrs Ibnd DEC 2022 TRM MUN BNETF46435G755$1.2K47,4060.1%
JPMorgan Dvrsfd Rtrn Intrnl EQ(JPIN)ETF46641Q209$1.1K21,4930.1%
Vanguard Mid Cap ETF(VO)ETF922908629$1.1K6,8000.1%
Ishares Msci Emerging Markets(EEM)ETF464287234$1.1K26,4020.1%
Merck & Co. Inc.(MRK)COM58933Y105$1.1K12,7040.1%
Ishares Iboxx Invt Grade Bond(LQD)ETF464287242$1.0K7,9850.1%
Vanguard Dividend Appreciation(VIG)ETF921908844$9958,3230.0%
Ishares Preferred Income SEC E(PFF)ETF464288687$92924,7440.0%
Wisdomtree US Total Dividend E(DTD)ETF97717W109$9249,3200.0%
Ishares Tips Bond ETF(TIP)ETF464287176$9227,9300.0%
Ishares Ibonds DEC 2023 Term EETF46434VAX8$92035,9470.0%
Berkshire Hathaway Class B(BRK/B)COM084670702$8974,3100.0%
Ishares Cohen and Steers REIT(ICF)ETF464287564$8937,4420.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$88010,9250.0%
Ishares Iboxx High Yield Bond(HYG)ETF464288513$8679,9410.0%
Vanguard Intermediate Term BON(BIV)ETF921937819$8529,6850.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$8302,7960.0%
Page 1 of 3Next