Sierra Ocean, LLC
Sierra Ocean, LLC is a boutique SEC Registered Investment Advisory firm headquartered in Ripon, California, founded in May 2021 by Jeffrey S. Burrow. The firm serves entrepreneurial clients and prosperous individuals across the U.S., providing custom wealth care, traditional and alternative investment management, and financial planning. With a focus on true diversification, tax optimization, and highly personalized service, Sierra Ocean operates with strict fiduciary standards and transparent fee structures. The team consists of approximately 3 employees, emphasizing a consultative approach and tailored solutions for high net worth clients, business owners, and busy professionals.
Investment Strategy
Sierra Ocean, LLC specializes in custom investment management and alternative investments, aiming to offer unique ideas, true diversification, and tax efficiency. The firm’s approach centers on personalized strategies for entrepreneurs and high net worth clients, using fee-only fiduciary advice integrated with portfolio design and financial guidance. By avoiding commissions and focusing on individualized client needs, Sierra Ocean seeks to optimize long-term outcomes and peace of mind—serving as a comprehensive advisor coordinating investment, retirement, and wealth management across varied market environments.
Top Holdings
Equity Positions (1,019)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPHQ | INVESCO S&P 500 QUALITY ETF | 9.46% | $13.1M | 184,213 | $67.25 | $71.26 | +$1.7M |
M MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 8.80% | $12.2M | 130,252 | $92.45 | $93.79 | +$381.6K |
S SPMO | INVESCO S&P 500 MOMENTUM ETF | 6.63% | $9.2M | 81,799 | $96.59 | $112.47 | +$2.4M |
J JCPB | JPMORGAN CORE PLUS BOND ETF | 6.62% | $9.2M | 195,117 | $46.17 | $47.06 | +$207.9K |
X XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 6.46% | $9.0M | 91,276 | $97.84 | $98.24 | +$326.5K |