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Westfuller Advisors

Latest statistics and disclosures from Westfuller Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002024115

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Positions held by Westfuller Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 82 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	10.9	$15M	151k	100.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.4	$9.0M	89k	101.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.0	$8.3M	15k	576.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.5	$7.7M	15k	529.29	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	4.9	$6.8M	299k	22.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.4	$6.1M	78k	78.05	View chart
Apple (AAPL)	3.2	$4.5M	19k	233.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	2.7	$3.8M	61k	61.51	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.7	$3.7M	64k	58.11	View chart
Investment Managers Ser Tr I Axs Change Finan (CHGX)	2.5	$3.4M	89k	38.49	View chart
Tidal Trust Iii Ywca Womens Etf (WOMN)	2.4	$3.3M	86k	38.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.2	$3.1M	39k	78.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$3.0M	39k	78.69	View chart
NVIDIA Corporation (NVDA)	2.1	$2.9M	24k	121.45	View chart
Ishares Tr Core Div Grwth (DGRO)	1.8	$2.5M	40k	62.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$2.5M	5.1k	488.71	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$2.3M	9.5k	243.05	View chart
Ishares Tr Esg Eafe Etf (DMXF)	1.6	$2.2M	30k	72.04	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.6	$2.2M	21k	101.65	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.4	$2.0M	22k	89.36	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.4	$1.9M	40k	48.59	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.3	$1.9M	25k	74.59	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.3	$1.8M	32k	56.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$1.7M	6.1k	284.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.7M	13k	128.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.6M	25k	64.74	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$1.5M	37k	41.28	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	1.0	$1.4M	34k	42.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.0	$1.4M	13k	102.58	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M	3.1k	430.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.3M	2.3k	575.38	View chart
Tidal Etf Tr Adasina Social (JSTC)	0.8	$1.1M	58k	18.87	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.8	$1.1M	26k	41.36	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$996k	26k	37.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$987k	5.4k	182.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$970k	19k	50.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$967k	41k	23.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$965k	5.8k	165.85	View chart
JPMorgan Chase & Co. (JPM)	0.7	$941k	4.5k	210.87	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$921k	8.3k	110.47	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$866k	18k	47.21	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.6	$823k	27k	31.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$792k	13k	63.00	View chart
Lam Research Corporation (LRCX)	0.5	$764k	934.00	818.09	View chart
Amazon (AMZN)	0.5	$719k	3.9k	186.33	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.5	$701k	28k	25.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$696k	7.1k	98.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$684k	3.1k	220.92	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$669k	7.3k	91.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$648k	6.6k	98.11	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.5	$636k	7.7k	82.63	View chart
Warner Music Group Corp Com Cl A (WMG)	0.4	$559k	18k	31.30	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$508k	6.2k	82.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$505k	8.4k	60.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$495k	2.5k	198.90	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$494k	5.9k	83.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$485k	2.9k	167.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$457k	1.2k	384.09	View chart
Visa Com Cl A (V)	0.3	$437k	1.6k	275.01	View chart
Vanguard World Health Car Etf (VHT)	0.3	$416k	1.5k	283.37	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$410k	12k	33.23	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$406k	4.5k	89.36	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$362k	4.8k	75.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$354k	3.3k	107.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$352k	2.3k	151.62	View chart
Vanguard World Financials Etf (VFH)	0.3	$350k	3.2k	110.45	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$309k	12k	26.25	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$298k	2.2k	135.47	View chart
salesforce (CRM)	0.2	$280k	1.0k	274.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$275k	1.6k	174.27	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$270k	7.4k	36.76	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$265k	2.2k	119.60	View chart
Norfolk Southern (NSC)	0.2	$260k	1.0k	248.49	View chart
Meta Platforms Cl A (META)	0.2	$243k	424.00	572.55	View chart
Costco Wholesale Corporation (COST)	0.2	$238k	268.00	887.76	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$226k	2.6k	87.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$218k	4.6k	47.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$212k	362.00	586.85	View chart
Intuit (INTU)	0.1	$207k	333.00	620.47	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$205k	3.2k	64.99	View chart
Tesla Motors (TSLA)	0.1	$205k	783.00	261.63	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$28k	10k	2.72	View chart

Past Filings by Westfuller Advisors

SEC 13F filings are viewable for Westfuller Advisors going back to 2024

Westfuller Advisors 2024 Q3 filed Nov. 7, 2024

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