# EDGAR Filing Document

**Accession Number:** 0001767346
**File Stem:** 0001085146-23-000436
**Filing Date:** 2023-1
**Character Count:** 15490
**Document Hash:** e56ba6ed396926726786476e651fa81e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000436.hdr.sgml**: 20230130

**ACCESSION NUMBER**: 0001085146-23-000436

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230130

**DATE AS OF CHANGE**: 20230127

**EFFECTIVENESS DATE**: 20230130

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Traverso Chambers Private Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001767346
- **IRS NUMBER:** 271074339
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19100
- **FILM NUMBER:** 23564630

**BUSINESS ADDRESS:**
- **STREET 1:** 917 MENDOCINO AVE
- **CITY:** SANTA ROSA
- **STATE:** CA
- **ZIP:** 95401
- **BUSINESS PHONE:** 7075231111

**MAIL ADDRESS:**
- **STREET 1:** 917 MENDOCINO AVE
- **CITY:** SANTA ROSA
- **STATE:** CA
- **ZIP:** 95401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Traverso Chambers Private Wealth Management LLC<br>**Address:** 917 Mendocino Ave<br>Santa Rosa, CA 95401

**Form 13F File Number:** 028-19100

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Audra Nay<br>**Title:** Chief Compliance Officer<br>**Phone:** 707-523-1111

**Signature, Place, and Date of Signing:**

/s/ Audra Nay  Santa Rosa, CA  01-27-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $347918153

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | BBG001S5T7X2 | 465923 | 3885 | SH |  | SOLE |  | 3885 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 | BBG001S9BM06 | 272556 | 2010 | SH |  | SOLE |  | 2010 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 574818 | 6515 | SH |  | SOLE |  | 6515 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 228923 | 2580 | SH |  | SOLE |  | 2580 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 | BBG001S5T8T5 | 1518715 | 33225 | SH |  | SOLE |  | 33225 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1663620 | 19805 | SH |  | SOLE |  | 19805 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 6242870 | 83786 | SH |  | SOLE |  | 83786 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 1950300 | 13200 | SH |  | SOLE |  | 13200 | 0 | 0 |
| AMERIPRISE FINL INC | COM | 03076C106 | BBG001SK6096 | 386722 | 1242 | SH |  | SOLE |  | 1242 | 0 | 0 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 658964 | 2509 | SH |  | SOLE |  | 2509 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4986976 | 38382 | SH |  | SOLE |  | 38382 | 0 | 0 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 237864 | 12920 | SH |  | SOLE |  | 12920 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | BBG001S5P6Q6 | 303947 | 6677 | SH |  | SOLE |  | 6677 | 0 | 0 |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 06738C778 | BBG001SPJ625 | 226801 | 6728 | SH |  | SOLE |  | 6728 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 323418 | 1047 | SH |  | SOLE |  | 1047 | 0 | 0 |
| BLACKROCK INC | COM | 09247X101 | BBG001SDBP55 | 549897 | 776 | SH |  | SOLE |  | 776 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 978072 | 13183 | SH |  | SOLE |  | 13183 | 0 | 0 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 379647 | 1993 | SH |  | SOLE |  | 1993 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG001S8N8J6 | 234341 | 3257 | SH |  | SOLE |  | 3257 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | BBG00RP5HZM1 | 294154 | 7131 | SH |  | SOLE |  | 7131 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 493973 | 2062 | SH |  | SOLE |  | 2062 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 1910448 | 10644 | SH |  | SOLE |  | 10644 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 927503 | 19469 | SH |  | SOLE |  | 19469 | 0 | 0 |
| CLOROX CO DEL | COM | 189054109 | BBG001S5PX50 | 522729 | 3725 | SH |  | SOLE |  | 3725 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 | BBG001S5PXL2 | 260387 | 7446 | SH |  | SOLE |  | 7446 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 571538 | 1252 | SH |  | SOLE |  | 1252 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | BBG00Y2PGDN6 | 8178331 | 326611 | SH |  | SOLE |  | 326611 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | BBG011DXXVM0 | 6323736 | 123631 | SH |  | SOLE |  | 123631 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 205732 | 2368 | SH |  | SOLE |  | 2368 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 4827604 | 43768 | SH |  | SOLE |  | 43768 | 0 | 0 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | BBG00243P8S9 | 6842000 | 157396 | SH |  | SOLE |  | 157396 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 | BBG001S5RKR2 | 1320932 | 15754 | SH |  | SOLE |  | 15754 | 0 | 0 |
| GSK PLC | SPONSORED ADR | 37733W204 | BBG001SD6SM6 | 559183 | 15913 | SH |  | SOLE |  | 15913 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 919153 | 2910 | SH |  | SOLE |  | 2910 | 0 | 0 |
| HP INC | COM | 40434L105 | BBG001S6W7N7 | 244087 | 9084 | SH |  | SOLE |  | 9084 | 0 | 0 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 573633 | 21704 | SH |  | SOLE |  | 21704 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 1144659 | 8124 | SH |  | SOLE |  | 8124 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | BBG007HL81B6 | 6303180 | 426467 | SH |  | SOLE |  | 426467 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | BBG001T0NSB6 | 933530 | 83500 | SH |  | SOLE |  | 83500 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 14761843 | 55437 | SH |  | SOLE |  | 55437 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 18398621 | 226668 | SH |  | SOLE |  | 226668 | 0 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | BBG001T03XM5 | 1143163 | 20374 | SH |  | SOLE |  | 20374 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 889524 | 9399 | SH |  | SOLE |  | 9399 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 2126033 | 5534 | SH |  | SOLE |  | 5534 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 21657244 | 223294 | SH |  | SOLE |  | 223294 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 457559 | 6971 | SH |  | SOLE |  | 6971 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | BBG0025X2WP7 | 368793 | 5800 | SH |  | SOLE |  | 5800 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 586578 | 15477 | SH |  | SOLE |  | 15477 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 10923494 | 357795 | SH |  | SOLE |  | 357795 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 242098 | 1150 | SH |  | SOLE |  | 1150 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 1587265 | 7409 | SH |  | SOLE |  | 7409 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 5719423 | 37715 | SH |  | SOLE |  | 37715 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 10317823 | 59175 | SH |  | SOLE |  | 59175 | 0 | 0 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | BBG00X2MYTD1 | 39463 | 11780 | SH |  | SOLE |  | 11780 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1607410 | 9099 | SH |  | SOLE |  | 9099 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 1273950 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 | BBG001S5SLZ0 | 740451 | 5455 | SH |  | SOLE |  | 5455 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 | BBG005CPNTR1 | 318963 | 7835 | SH |  | SOLE |  | 7835 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 | BBG001S5STL8 | 248405 | 679 | SH |  | SOLE |  | 679 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 382001 | 3443 | SH |  | SOLE |  | 3443 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2114733 | 8818 | SH |  | SOLE |  | 8818 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 | BBG001SHHZJ3 | 1655919 | 24845 | SH |  | SOLE |  | 24845 | 0 | 0 |
| MYRIAD GENETICS INC | COM | 62855J104 | BBG001S86FS9 | 150280 | 10357 | SH |  | SOLE |  | 10357 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 1394491 | 5659 | SH |  | SOLE |  | 5659 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | BBG00RP60LN7 | 319975 | 4086 | SH |  | SOLE |  | 4086 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 354525 | 1962 | SH |  | SOLE |  | 1962 | 0 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 1564519 | 30533 | SH |  | SOLE |  | 30533 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 2064835 | 20401 | SH |  | SOLE |  | 20401 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | BBG001T618D9 | 292300 | 2963 | SH |  | SOLE |  | 2963 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 8055605 | 53151 | SH |  | SOLE |  | 53151 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 693282 | 6306 | SH |  | SOLE |  | 6306 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | BBG001S5X5Q9 | 911106 | 9028 | SH |  | SOLE |  | 9028 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | BBG001S5VRF5 | 312432 | 1213 | SH |  | SOLE |  | 1213 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 15478185 | 480540 | SH |  | SOLE |  | 480540 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | BBG001T9F795 | 28233850 | 585279 | SH |  | SOLE |  | 585279 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 10711219 | 162242 | SH |  | SOLE |  | 162242 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | BBG001S7T1S7 | 1610138 | 18408 | SH |  | SOLE |  | 18408 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 | BBG001S5W777 | 769586 | 10777 | SH |  | SOLE |  | 10777 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | BBG001S8LH99 | 366600 | 1106 | SH |  | SOLE |  | 1106 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 247844 | 1461 | SH |  | SOLE |  | 1461 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 31734586 | 82981 | SH |  | SOLE |  | 82981 | 0 | 0 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | BBG001STKCW9 | 390760 | 4272 | SH |  | SOLE |  | 4272 | 0 | 0 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | BBG001T083N5 | 586076 | 12475 | SH |  | SOLE |  | 12475 | 0 | 0 |
| SPDR SER TR | PRTFLO S HI | 78468R788 | BBG00B6WD879 | 953216 | 24083 | SH |  | SOLE |  | 24083 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 | BBG001SPTBP8 | 501691 | 4010 | SH |  | SOLE |  | 4010 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 256184 | 2583 | SH |  | SOLE |  | 2583 | 0 | 0 |
| SUMMIT ST BK SANTA ROSA CALI | COM | 866264203 | BBG001SRFLF8 | 1350616 | 85482 | SH |  | SOLE |  | 85482 | 0 | 0 |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | 87283Q701 | BBG011XYK057 | 3100670 | 64003 | SH |  | SOLE |  | 64003 | 0 | 0 |
| UMPQUA HLDGS CORP | COM | 904214103 | BBG001SBSCN0 | 665917 | 37306 | SH |  | SOLE |  | 37306 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | BBG001S5X1K4 | 506018 | 10050 | SH |  | SOLE |  | 10050 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG001SDGSH1 | 519170 | 2986 | SH |  | SOLE |  | 2986 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 203589 | 384 | SH |  | SOLE |  | 384 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 10073070 | 47267 | SH |  | SOLE |  | 47267 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 359317 | 1763 | SH |  | SOLE |  | 1763 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 1043058 | 5683 | SH |  | SOLE |  | 5683 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 4085373 | 29104 | SH |  | SOLE |  | 29104 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 5020869 | 100137 | SH |  | SOLE |  | 100137 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 898921 | 23061 | SH |  | SOLE |  | 23061 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | BBG001T62M74 | 28276514 | 489044 | SH |  | SOLE |  | 489044 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 309409 | 4115 | SH |  | SOLE |  | 4115 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 622864 | 12043 | SH |  | SOLE |  | 12043 | 0 | 0 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 92204A405 | BBG001SHTTM0 | 272347 | 3292 | SH |  | SOLE |  | 3292 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 944447 | 23971 | SH |  | SOLE |  | 23971 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 662298 | 3188 | SH |  | SOLE |  | 3188 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 355176 | 2264 | SH |  | SOLE |  | 2264 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 968779 | 23463 | SH |  | SOLE |  | 23463 | 0 | 0 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 | BBG001SHL7F4 | 1512667 | 16477 | SH |  | SOLE |  | 16477 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | BBG001SHL7K8 | 15112157 | 243941 | SH |  | SOLE |  | 243941 | 0 | 0 |

---