SONATA CAPITAL GROUP INC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in SONATA CAPITAL GROUP INC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IWF | ISHARES TR | 6.67% | 18.075 M $ | 42390 | 2014/12/31 | -1.984 M $ | -9.91 % |
| 2026/03/31 | IWR | ISHARES TR | 6.01% | 16.303 M $ | 167673 | 2014/12/31 | 170.954 K $ | 1.00 % |
| 2026/03/31 | IWD | ISHARES TR | 5.25% | 14.243 M $ | 66659 | 2014/12/31 | 220.825 K $ | 1.58 % |
| 2026/03/31 | AAPL | APPLE INC | 5.00% | 13.558 M $ | 53422 | 2014/12/31 | -973.430 K $ | -6.65 % |
| 2026/03/31 | IWN | ISHARES TR | 4.26% | 11.550 M $ | 60923 | 2014/12/31 | 513.107 K $ | 4.62 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 4.21% | 11.404 M $ | 35547 | 2014/12/31 | -513.778 K $ | -4.31 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 4.14% | 11.229 M $ | 30335 | 2014/12/31 | -3.492 M $ | -23.46 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 3.78% | 10.237 M $ | 69125 | 2014/12/31 | 315.836 K $ | 3.19 % |
| 2026/03/31 | IVW | ISHARES TR | 2.98% | 8.069 M $ | 71338 | 2014/12/31 | -704.440 K $ | -8.23 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.79% | 7.575 M $ | 36369 | 2014/12/31 | -829.140 K $ | -9.77 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.53% | 6.854 M $ | 14304 | 2014/12/31 | -335.897 K $ | -4.67 % |
| 2026/03/31 | IBDT | ISHARES TR | 2.32% | 6.292 M $ | 248397 | 2024/09/30 | -30.749 K $ | -0.51 % |
| 2026/03/31 | IBDS | ISHARES TR | 2.12% | 5.744 M $ | 236946 | 2023/12/31 | -9.434 K $ | -0.16 % |
| 2026/03/31 | IJS | ISHARES TR | 2.00% | 5.431 M $ | 45848 | 2014/12/31 | 220.276 K $ | 4.16 % |
| 2026/03/31 | IJH | ISHARES TR | 1.91% | 5.187 M $ | 76817 | 2014/12/31 | 117.813 K $ | 2.32 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 1.75% | 4.740 M $ | 7288 | 2014/12/31 | -227.660 K $ | -4.63 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 1.73% | 4.700 M $ | 7620 | 2014/12/31 | 100.264 K $ | 2.23 % |
| 2026/03/31 | IVV | ISHARES TR | 1.61% | 4.373 M $ | 6695 | 2014/12/31 | -212.495 K $ | -4.63 % |
| 2026/03/31 | IBDU | ISHARES TR | 1.42% | 3.838 M $ | 165016 | 2025/06/30 | -19.310 K $ | -0.64 % |
| 2026/03/31 | DVY | ISHARES TR | 1.31% | 3.544 M $ | 23409 | 2014/12/31 | 242.115 K $ | 7.28 % |
| 2026/03/31 | IBDR | ISHARES TR | 1.31% | 3.542 M $ | 146103 | 2023/12/31 | 1.471 K $ | 0.04 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.24% | 3.356 M $ | 11410 | 2014/12/31 | -322.970 K $ | -8.71 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 1.17% | 3.182 M $ | 14646 | 2014/12/31 | 77.663 K $ | 2.58 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 1.09% | 2.958 M $ | 22260 | 2014/12/31 | -255.606 K $ | -7.69 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 1.06% | 2.878 M $ | 57680 | 2016/12/31 | -21.729 K $ | -0.80 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 1.02% | 2.756 M $ | 12813 | 2014/12/31 | -60.477 K $ | -2.15 % |
| 2026/03/31 | IBMP | ISHARES TR | 0.98% | 2.651 M $ | 104223 | 2024/09/30 | 5.211 K $ | 0.20 % |
| 2026/03/31 | IBMQ | ISHARES TR | 0.97% | 2.641 M $ | 103460 | 2025/09/30 | -4.967 K $ | -0.20 % |
| 2026/03/31 | IVE | ISHARES TR | 0.91% | 2.457 M $ | 11637 | 2014/12/31 | -8.780 K $ | -0.43 % |
| 2026/03/31 | IBMO | ISHARES TR | 0.90% | 2.452 M $ | 95677 | 2024/03/31 | -956.000 $ | -0.04 % |
| 2026/03/31 | MUB | ISHARES TR | 0.83% | 2.254 M $ | 21237 | 2014/12/31 | -13.631 K $ | -0.90 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.79% | 2.147 M $ | 16200 | 2014/12/31 | 14.741 K $ | 0.69 % |
| 2026/03/31 | IWO | ISHARES TR | 0.78% | 2.107 M $ | 6714 | 2018/03/31 | -61.980 K $ | -2.85 % |
| 2026/03/31 | VIS | VANGUARD WORLD FD | 0.76% | 2.073 M $ | 6640 | 2020/12/31 | 84.700 K $ | 4.64 % |
| 2026/03/31 | IWM | ISHARES TR | 0.76% | 2.054 M $ | 8281 | 2021/09/30 | 14.050 K $ | 0.75 % |
| 2026/03/31 | IJT | ISHARES TR | 0.74% | 2.010 M $ | 13888 | 2018/03/31 | 48.670 K $ | 2.51 % |
| 2026/03/31 | IYW | ISHARES TR | 0.70% | 1.901 M $ | 10480 | 2014/12/31 | -191.364 K $ | -9.14 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.67% | 1.812 M $ | 1818 | 2014/12/31 | 249.541 K $ | 15.55 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.63% | 1.703 M $ | 5937 | 2018/09/30 | -159.915 K $ | -8.58 % |
| 2026/03/31 | DTD | WISDOMTREE TR | 0.61% | 1.645 M $ | 19049 | 2014/12/31 | 28.710 K $ | 1.74 % |
| 2026/03/31 | LQD | ISHARES TR | 0.58% | 1.576 M $ | 14458 | 2014/12/31 | -17.940 K $ | -1.09 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.55% | 1.503 M $ | 18956 | 2016/03/31 | -8.743 K $ | -0.58 % |
| 2026/03/31 | IBDV | ISHARES TR | 0.55% | 1.498 M $ | 68444 | 2025/06/30 | -10.009 K $ | -0.82 % |
| 2026/03/31 | VDE | VANGUARD WORLD FD | 0.54% | 1.457 M $ | 8420 | 2021/06/30 | 363.766 K $ | 37.42 % |
| 2026/03/31 | VONG | VANGUARD SCOTTSDALE FDS | 0.53% | 1.443 M $ | 13157 | 2023/12/31 | -155.055 K $ | -9.91 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.53% | 1.436 M $ | 2 | 2025/12/31 | -73.320 K $ | -4.86 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.53% | 1.431 M $ | 2502 | 2023/03/31 | -219.900 K $ | -13.33 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.50% | 1.358 M $ | 7785 | 2023/09/30 | -93.690 K $ | -6.49 % |
| 2026/03/31 | IWS | ISHARES TR | 0.49% | 1.319 M $ | 9051 | 2014/12/31 | 43.504 K $ | 3.33 % |
| 2026/03/31 | EEM | ISHARES TR | 0.48% | 1.301 M $ | 22916 | 2014/12/31 | 44.168 K $ | 3.80 % |
| 2026/03/31 | IWV | ISHARES TR | 0.44% | 1.190 M $ | 3210 | 2014/12/31 | -51.905 K $ | -4.18 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.41% | 1.121 M $ | 1942 | 2018/06/30 | -72.106 K $ | -6.05 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.41% | 1.099 M $ | 13285 | 2017/06/30 | -13.260 K $ | -1.19 % |
| 2026/03/31 | SUB | ISHARES TR | 0.40% | 1.085 M $ | 10191 | 2024/09/30 | -1.807 K $ | -0.19 % |
| 2026/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 0.40% | 1.075 M $ | 13044 | 2014/12/31 | -13.905 K $ | -1.41 % |
| 2026/03/31 | ICF | ISHARES TR | 0.37% | 1.000 M $ | 16165 | 2014/12/31 | 35.886 K $ | 3.72 % |
| 2026/03/31 | IJR | ISHARES TR | 0.37% | 996.967 K $ | 8020 | 2014/12/31 | 31.912 K $ | 3.44 % |
| 2026/03/31 | IBDX | ISHARES TR | 0.36% | 963.852 K $ | 38142 | 2025/06/30 | -8.776 K $ | -1.02 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.33% | 885.089 K $ | 3082 | 2014/12/31 | -9.597 K $ | -1.05 % |
| 2026/03/31 | EFA | ISHARES TR | 0.33% | 884.329 K $ | 9105 | 2014/12/31 | 7.643 K $ | 1.15 % |
| 2026/03/31 | IBDW | ISHARES TR | 0.31% | 846.015 K $ | 40421 | 2025/06/30 | -8.594 K $ | -1.04 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.31% | 826.799 K $ | 1185 | 2017/03/31 | -63.908 K $ | -7.44 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.29% | 779.288 K $ | 2710 | 2019/09/30 | -68.993 K $ | -8.13 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.26% | 711.415 K $ | 2935 | 2024/03/31 | -172.223 K $ | -18.17 % |
| 2026/03/31 | PFF | ISHARES TR | 0.24% | 657.276 K $ | 21678 | 2014/12/31 | -13.863 K $ | -2.07 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.24% | 656.325 K $ | 1835 | 2020/12/31 | 71.858 K $ | 12.29 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.24% | 653.561 K $ | 8468 | 2017/09/30 | -5.982 K $ | -0.90 % |
| 2026/03/31 | IYC | ISHARES TR | 0.24% | 639.285 K $ | 6596 | 2020/09/30 | -40.961 K $ | -6.02 % |
| 2026/03/31 | FNF | FIDELITY NATL FINL INC | 0.23% | 624.275 K $ | 13460 | 2023/12/31 | -110.506 K $ | -15.04 % |
| 2026/03/31 | HYG | ISHARES TR | 0.22% | 607.441 K $ | 7635 | 2014/12/31 | -8.169 K $ | -1.33 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.22% | 598.620 K $ | 8129 | 2018/03/31 | -3.323 K $ | -0.58 % |
| 2026/03/31 | CWB | SPDR SERIES TRUST | 0.22% | 598.084 K $ | 6535 | 2014/12/31 | 15.161 K $ | 2.60 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.22% | 588.440 K $ | 4000 | 2018/09/30 | -191.199 K $ | -24.52 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.22% | 587.343 K $ | 3462 | 2021/03/31 | 170.745 K $ | 40.99 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.20% | 548.279 K $ | 2243 | 2014/12/31 | 84.090 K $ | 18.12 % |
| 2026/03/31 | IBMR | ISHARES TR | 0.18% | 498.711 K $ | 19673 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AGG | ISHARES TR | 0.16% | 439.072 K $ | 4423 | 2014/12/31 | -2.698 K $ | -0.61 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 0.16% | 431.773 K $ | 7048 | 2021/09/30 | 115.916 K $ | 37.02 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.16% | 426.986 K $ | 4766 | 2014/12/31 | 25.641 K $ | 6.39 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.15% | 417.938 K $ | 2020 | 2014/12/31 | 110.069 K $ | 35.75 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.15% | 413.709 K $ | 2245 | 2014/12/31 | 16.583 K $ | 3.90 % |
| 2026/03/31 | IAK | ISHARES TR | 0.15% | 410.528 K $ | 3200 | 2024/06/30 | -25.938 K $ | -5.77 % |
| 2026/03/31 | XSD | SPDR SERIES TRUST | 0.15% | 407.650 K $ | 1250 | 2021/03/31 | 5.649 K $ | 1.41 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.15% | 397.613 K $ | 4061 | 2020/03/31 | -35.696 K $ | -8.24 % |
| 2026/03/31 | JMST | J P MORGAN EXCHANGE TRADED F | 0.15% | 397.237 K $ | 7792 | 2020/09/30 | 390.000 $ | 0.08 % |
| 2026/03/31 | V | VISA INC | 0.14% | 376.894 K $ | 1247 | 2023/03/31 | -64.028 K $ | -13.82 % |
| 2026/03/31 | CMF | ISHARES TR | 0.14% | 365.895 K $ | 6435 | 2025/12/31 | -2.511 K $ | -1.04 % |
| 2026/03/31 | IYY | ISHARES TR | 0.13% | 358.890 K $ | 2265 | 2014/12/31 | -27.703 K $ | -4.44 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.13% | 358.341 K $ | 1153 | 2014/12/31 | 5.949 K $ | 1.69 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.13% | 351.479 K $ | 4415 | 2024/12/31 | -61.358 K $ | -14.58 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.13% | 347.393 K $ | 750 | 2025/12/31 | -13.034 K $ | -3.62 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.13% | 346.125 K $ | 7100 | 2020/09/30 | -44.375 K $ | -11.36 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 0.13% | 340.653 K $ | 6900 | 2023/09/30 | -34.560 K $ | -9.86 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.13% | 340.009 K $ | 2827 | 2014/12/31 | 44.609 K $ | 14.28 % |
| 2026/03/31 | MO | ALTRIA GROUP INC | 0.12% | 320.976 K $ | 4864 | 2021/03/31 | 40.517 K $ | 14.45 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.11% | 309.234 K $ | 336 | 2025/06/30 | -55.922 K $ | -14.42 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.11% | 301.203 K $ | 700 | 2023/12/31 | 23.786 K $ | 8.57 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.11% | 297.402 K $ | 2059 | 2014/12/31 | 2.326 K $ | 0.79 % |
| 2026/03/31 | IYJ | ISHARES TR | 0.11% | 295.080 K $ | 2000 | 2020/09/30 | -1.259 K $ | -0.43 % |
| 2026/03/31 | PCAR | PACCAR INC | 0.11% | 292.215 K $ | 2530 | 2023/09/30 | 15.154 K $ | 5.47 % |