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Institutional Investment Manager
SONATA CAPITAL GROUP INC
SONATA CAPITAL GROUP INC (CIK: 0001172036) incorporated in Washington, located at 2001 6th Ave, Seattle, WA. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001172036-17-000004) filed in 2017.05.01
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 2000 VALUE ETF 96,952 11,456 8.63%
2 ISHARES TR 63,813 8,848 6.67%
3 ISHARES TR 49,696 6,536 4.93%
4 VANGUARD WHITEHALL FDS 80,558 6,255 4.71%
5 ISHARES TR 53,870 6,130 4.62%
6 ISHARES TR 32,557 6,094 4.59%
7 ISHARES TR 39,810 4,576 3.45%
8 ISHARES TR 26,671 4,567 3.44%
9 VANGUARD INDEX FDS 37,057 4,496 3.39%
10 ISHARES TR 42,371 4,408 3.32%
11 APPLE INC 23,550 3,383 2.55%
12 ISHARES TR 21,480 3,189 2.40%
13 S&P MidCap 400 Spdrs 9,587 2,995 2.26%
14 VANGUARD INDEX FDS 21,506 2,642 1.99%
15 ISHARES COHEN & STEERS REIT ETF 20,479 2,043 1.54%
16 ISHARES TR 23,062 1,914 1.44%
17 AMAZON COM INC 2,082 1,846 1.39%
18 ISHARES TR 7,685 1,823 1.37%
19 ISHARES TR 43,714 1,722 1.30%
20 ISHARES TR 14,222 1,549 1.17%
21 ISHARES TR 12,435 1,466 1.10%
22 MICROSOFT CORP 22,167 1,460 1.10%
23 STARBUCKS CORP 24,765 1,446 1.09%
24 JPMorgan Chase & Co 15,100 1,326 1.00%
25 ISHARES TR 14,430 1,315 0.99%
26 ISHARES TR 31,541 1,221 0.92%
27 GENERAL ELECTRIC CO 39,386 1,174 0.88%
28 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 12,250 1,075 0.81%
29 VANGUARD INTL EQUITY INDEX F 19,956 1,029 0.78%
30 VANGUARD INDEX FDS 7,385 1,028 0.77%
31 JOHNSON & JOHNSON 7,641 952 0.72%
32 VANGUARD SHORT TERM CORPORATE 11,900 949 0.72%
33 CHEVRON CORP NEW 8,750 939 0.71%
34 BOEING CO 4,999 884 0.67%
35 MERCK & CO INC 13,905 884 0.67%
36 ISHARES TR 6,395 864 0.65%
37 Wisdomtree Total Div Fund 9,990 839 0.63%
38 COSTCO WHSL CORP NEW 4,690 786 0.59%
39 BERKSHIRE HATHAWAY INC DEL 4,659 777 0.59%
40 ISHARES TR 6,875 726 0.55%
41 VANGUARD SPECIALIZED FUNDS 8,020 721 0.54%
42 PFIZER INC 20,582 704 0.53%
43 AT&T Inc New 16,808 698 0.53%
44 ISHARES TR 5,652 668 0.50%
45 SPDR Barclays Capital Conv S 13,765 662 0.50%
46 VANGUARD INDEX FDS 7,815 645 0.49%
47 Verizon Communications Inc 13,012 634 0.48%
48 SELECT SECTOR SPDR TRUST THE T 11,455 611 0.46%
49 ISHARES TR 8,800 609 0.46%
50 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,400 588 0.44%
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