Sweeney & Michel 13FHR Quarterly holdings report by institutional manager | SEC 9 Aug 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
3M CO	COM	88579Y101	2,112,502	20,289	SH		SOLE	0	454	0	19,835
ABBVIE INC	COM	00287Y109	1,394,198	9,318	SH		SOLE	0	0	0	9,318
AIRBNB INC	COM CL A	009066101	272,681	1,954	SH		SOLE	0	0	0	1,954
ALPHABET INC	CAP STK CL C	02079K107	8,876,787	67,330	SH		SOLE	0	0	0	67,330
ALPS ETF TR	SECTR DIV DOGS	00162Q858	370,393	7,273	SH		SOLE	0	0	0	7,273
AMAZON COM INC	COM	023135106	1,823,978	13,034	SH		SOLE	0	1	0	13,033
AMGEN INC	COM	031162100	1,372,139	5,261	SH		SOLE	0	0	0	5,261
APPLE INC	COM	037833100	13,544,002	75,328	SH		SOLE	0	0	0	75,328
ASML HOLDING N V	N Y REGISTRY SHS	N07059210	494,028	727	SH		SOLE	0	0	0	727
AT&T INC	COM	00206R102	549,666	38,763	SH		SOLE	0	1,141	0	37,622
BANK AMERICA CORP	COM	060505104	1,245,734	39,838	SH		SOLE	0	0	0	39,838
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	7,652,515	21,039	SH		SOLE	0	0	0	21,039
BLACKSTONE INC	COM	09260D107	697,601	6,723	SH		SOLE	0	0	0	6,723
CATERPILLAR INC	COM	149123101	375,942	1,329	SH		SOLE	0	0	0	1,329
CHEVRON CORP NEW	COM	166764100	589,839	3,695	SH		SOLE	0	0	0	3,695
COHEN & STEERS QUALITY INCOM	COM	19247L106	493,044	42,105	SH		SOLE	0	0	0	42,105
COMCAST CORP NEW	CL A	20030N101	860,079	18,944	SH		SOLE	0	0	0	18,944
COSTCO WHSL CORP NEW	COM	22160K105	1,159,461	2,085	SH		SOLE	0	0	0	2,085
CUMMINS INC	COM	231021106	245,177	1,029	SH		SOLE	0	0	0	1,029
DEERE & CO	COM	244199105	563,620	1,309	SH		SOLE	0	0	0	1,309
EXXON MOBIL CORP	COM	30231G102	372,892	3,461	SH		SOLE	0	0	0	3,461
FEDEX CORP	COM	31428X106	1,164,239	4,340	SH		SOLE	0	0	0	4,340
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	316092865	462,377	11,136	SH		SOLE	0	0	0	11,136
FIDELITY COVINGTON TRUST	MSCI MATLS INDEX	316092881	471,829	10,062	SH		SOLE	0	0	0	10,062
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	316092808	675,843	5,295	SH		SOLE	0	0	0	5,295
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	316092840	771,866	18,955	SH		SOLE	0	0	0	18,955
FIDELITY COVINGTON TRUST	CONSMR STAPLES	316092303	592,532	12,918	SH		SOLE	0	0	0	12,918
HDFC BANK LTD	SPONSORED ADS	40415F101	274,130	4,121	SH		SOLE	0	0	0	4,121
HOME DEPOT INC	COM	437076102	350,610	1,070	SH		SOLE	0	0	0	1,070
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	46138E206	390,880	16,000	SH		SOLE	0	0	0	16,000
ISHARES INC	EM MKTS DIV ETF	464286319	611,693	24,606	SH		SOLE	0	0	0	24,606
ISHARES INC	CORE MSCI EMKT	46434G103	4,974,326	99,706	SH		SOLE	0	1,222	0	98,484
ISHARES TR	CORE DIV GRWTH	46434V621	18,190,848	346,757	SH		SOLE	0	6,376	0	340,380
ISHARES TR	CORE S&P SCP ETF	464287804	1,185,245	11,479	SH		SOLE	0	0	0	11,479
ISHARES TR	CORE S&P US GWT	464287671	571,255	5,808	SH		SOLE	0	0	0	5,808
ISHARES TR	CORE S&P US VLU	464287663	365,039	4,572	SH		SOLE	0	0	0	4,572
ISHARES TR	PFD AND INCM SEC	464288687	458,301	14,924	SH		SOLE	0	0	0	14,924
ISHARES TR	MSCI EAFE MIN VL	46429B689	1,287,341	19,032	SH		SOLE	0	0	0	19,032
ISHARES TR	ISHARES SEMICDTR	464287523	261,636	513	SH		SOLE	0	0	0	513
ISHARES TR	CORE S&P TTL STK	464287150	16,173,032	162,936	SH		SOLE	0	3,969	0	158,967
ISHARES TR	SELF DRIVNG EV	46435U366	2,136,581	50,666	SH		SOLE	0	979	0	49,686
ISHARES TR	TIPS BD ETF	464287176	427,288	4,011	SH		SOLE	0	215	0	3,795
ISHARES TR	MSCI USA MIN VOL	46429B697	1,212,698	16,219	SH		SOLE	0	0	0	16,219
ISHARES TR	INTL SEL DIV ETF	464288448	234,779	8,823	SH		SOLE	0	0	0	8,823
ISHARES TR	ESG MSCI LEADR	46435U218	459,602	5,833	SH		SOLE	0	0	0	5,833
ISHARES TR	INTL DIV GRWTH	46435G524	812,644	13,051	SH		SOLE	0	0	0	13,051
ISHARES TR	CORE S&P MCP ETF	464287507	920,658	3,442	SH		SOLE	0	0	0	3,442
ISHARES TR	CORE HIGH DV ETF	46429B663	14,039,027	136,460	SH		SOLE	0	2,528	0	133,933
ISHARES TR	GENOMICS IMMUN	46435U192	411,139	18,570	SH		SOLE	0	0	0	18,570
ISHARES TR	0-5YR HI YL CP	46434V407	7,632,715	184,543	SH		SOLE	0	5,876	0	178,667
ISHARES TR	EXPONENTIAL TECH	46434V381	1,388,701	25,085	SH		SOLE	0	271	0	24,814
JOHNSON & JOHNSON	COM	478160104	5,427,227	31,339	SH		SOLE	0	216	0	31,123
JPMORGAN CHASE & CO	COM	46625H100	3,523,627	22,605	SH		SOLE	0	246	0	22,359
KINDER MORGAN INC DEL	COM	49456B101	176,413	10,092	SH		SOLE	0	594	0	9,499
KKR & CO INC	COM	48251W104	286,696	4,685	SH		SOLE	0	0	0	4,685
KRAFT HEINZ CO	COM	500754106	472,117	13,700	SH		SOLE	0	0	0	13,700
LULUS FASHION LOUNGE HOLDING	COM	55003A108	125,095	51,059	SH		SOLE	0	0	0	51,059
MCKESSON CORP	COM	58155Q103	436,639	1,021	SH		SOLE	0	0	0	1,021
MERCK & CO INC	COM	58933Y105	2,634,706	24,760	SH		SOLE	0	342	0	24,418
META PLATFORMS INC	CL A	30303M102	525,860	1,682	SH		SOLE	0	0	0	1,682
METLIFE INC	COM	59156R108	558,784	8,800	SH		SOLE	0	0	0	8,800
MICROSOFT CORP	COM	594918104	5,224,860	16,025	SH		SOLE	0	0	0	16,025
NUVEEN CALIFORNIA MUNI VLU F	COM STK	67062C107	1,021,349	118,762	SH		SOLE	0	0	0	118,762
NVIDIA CORPORATION	COM	67066G104	697,359	1,561	SH		SOLE	0	0	0	1,561
PEPSICO INC	COM	713448108	771,084	4,181	SH		SOLE	0	0	0	4,181
PFIZER INC	COM	717081103	887,617	24,905	SH		SOLE	0	209	0	24,696
PHILIP MORRIS INTL INC	COM	718172109	316,974	3,263	SH		SOLE	0	0	0	3,263
PRICE T ROWE GROUP INC	COM	74144T108	202,972	1,768	SH		SOLE	0	0	0	1,768
PROCTER AND GAMBLE CO	COM	742718109	978,799	6,231	SH		SOLE	0	0	0	6,231
QUALCOMM INC	COM	747525103	563,634	4,790	SH		SOLE	0	0	0	4,790
SCHWAB CHARLES CORP	COM	808513105	447,841	6,835	SH		SOLE	0	0	0	6,835
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	870,835	5,113	SH		SOLE	0	0	0	5,113
SHELL PLC	SPON ADS	780259305	3,008,384	48,774	SH		SOLE	0	824	0	47,950
SOFI TECHNOLOGIES INC	COM	83406F102	261,965	28,138	SH		SOLE	0	0	0	28,138
SPDR GOLD TR	GOLD SHS	78463V107	811,026	4,540	SH		SOLE	0	0	0	4,540
STARBUCKS CORP	COM	855244109	716,519	7,116	SH		SOLE	0	0	0	7,116
TESLA INC	COM	88160R101	289,153	1,158	SH		SOLE	0	0	0	1,158
TRICO BANCSHARES	COM	896095106	3,973,747	104,490	SH		SOLE	0	0	0	104,490
UNION PAC CORP	COM	907818108	592,973	2,594	SH		SOLE	0	0	0	2,594
UNITED PARCEL SERVICE INC	CL B	911312106	522,440	2,894	SH		SOLE	0	0	0	2,894
VANGUARD BD INDEX FDS	TOTAL BND MRKT	921937835	574,577	7,997	SH		SOLE	0	0	0	7,997
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	912,923	4,083	SH		SOLE	0	0	0	4,083
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	1,052,336	12,598	SH		SOLE	0	0	0	12,598
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	1,136,014	14,979	SH		SOLE	0	0	0	14,979
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	92206C565	577,165	8,500	SH		SOLE	0	0	0	8,500
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	92206C870	239,020	3,048	SH		SOLE	0	0	0	3,048
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	2,305,109	14,104	SH		SOLE	0	0	0	14,104
VANGUARD WHITEHALL FDS	INTL DVD ETF	921946810	14,800,887	196,742	SH		SOLE	0	3,540	0	193,202
VANGUARD WHITEHALL FDS	INTL HIGH ETF	921946794	502,338	7,869	SH		SOLE	0	0	0	7,869
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	3,747,083	34,402	SH		SOLE	0	0	0	34,402
VANGUARD WORLD FD	ESG US CORP BD	921910691	321,157	5,249	SH		SOLE	0	0	0	5,249
VANGUARD WORLD FDS	CONSUM STP ETF	92204A207	1,016,609	5,171	SH		SOLE	0	48	0	5,123
VANGUARD WORLD FDS	UTILITIES ETF	92204A876	635,842	4,555	SH		SOLE	0	0	0	4,555
VANGUARD WORLD FDS	HEALTH CAR ETF	92204A504	269,349	1,089	SH		SOLE	0	0	0	1,089
VANGUARD WORLD FDS	INF TECH ETF	92204A702	407,405	943	SH		SOLE	0	0	0	943
VERIZON COMMUNICATIONS INC	COM	92343V104	3,301,690	101,372	SH		SOLE	0	1,493	0	99,879
VISA INC	COM CL A	92826C839	361,972	1,513	SH		SOLE	0	0	0	1,513
WALMART INC	COM	931142103	375,051	2,335	SH		SOLE	0	0	0	2,335
WD 40 CO	COM	929236107	228,206	1,025	SH		SOLE	0	0	0	1,025
WELLS FARGO CO NEW	COM	949746101	979,668	22,025	SH		SOLE	0	0	0	22,025
WESTERN COPPER & GOLD CORP	COM	95805V108	121,463	83,194	SH		SOLE	0	0	0	83,194

Sweeney & Michel 13F-HRQuarterly holdings report by institutional manager