West Wealth Group

West Wealth Group as of March 31, 2022

Portfolio Holdings for West Wealth Group

West Wealth Group holds 63 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG) 23.4 $59M 1.1M 53.13
Ishares Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 19.6 $49M 487k 101.35
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 8.2 $21M 411k 50.26
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT) 4.9 $12M 499k 24.91
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ) 4.6 $12M 228k 50.57
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 4.4 $11M 116k 96.27
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 3.9 $9.8M 198k 49.63
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Em Ex St-owned (XSOE) 3.2 $8.0M 245k 32.66
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA) 3.0 $7.6M 160k 47.36
Apple (AAPL) 2.7 $6.7M 38k 174.59
Energy Select Sector Spdr Fund Energy (XLE) 2.6 $6.5M 85k 76.44
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 2.0 $5.0M 48k 104.57
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 1.9 $4.9M 47k 103.03
Schwab U.s. Tips Etf Us Tips Etf (SCHP) 1.9 $4.7M 78k 60.71
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 1.3 $3.4M 44k 77.56
Ishares Commodities Select Strategy Etf Gsci Cmdty Stgy (COMT) 1.3 $3.4M 84k 40.04
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN) 1.2 $2.9M 105k 27.75
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH) 1.1 $2.8M 21k 134.59
Ishares Mbs Etf Mbs Etf (MBB) 0.7 $1.8M 18k 101.84
Tesla Motors (TSLA) 0.6 $1.6M 1.5k 1077.24
Boeing Company (BA) 0.6 $1.5M 7.6k 191.47
Amazon (AMZN) 0.4 $1.0M 321.00 3258.57
Microsoft Corporation (MSFT) 0.4 $972k 3.2k 308.38
Ishares Broad Usd High Yield Corporate Bond Etf Broad Usd High (USHY) 0.4 $943k 24k 38.83
Ishares 0-5 Year High Yield Corporate Bond Etf 0-5yr Hi Yl Cp (SHYG) 0.4 $902k 21k 43.95
Sempra Energy (SRE) 0.3 $872k 5.2k 168.05
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 0.2 $584k 3.6k 162.13
Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.2 $559k 5.0k 112.09
McDonald's Corporation (MCD) 0.2 $545k 2.2k 246.94
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.2 $501k 1.2k 414.74
First Fndtn (FFWM) 0.2 $477k 20k 24.25
Rockwell Automation (ROK) 0.2 $469k 1.7k 280.00
Ishares Esg Advanced Msci Usa Etf Esg Msci Usa Etf (USXF) 0.2 $468k 13k 35.66
NVIDIA Corporation (NVDA) 0.2 $464k 1.7k 272.62
Walt Disney Company (DIS) 0.2 $462k 3.4k 136.93
Spdr Ice Preferred Securities Etf Ice Pfd Sec Etf (PSK) 0.2 $450k 12k 38.95
Ishares Msci Kld 400 Social Etf Msci Kld400 Soc (DSI) 0.2 $447k 5.2k 86.63
Wells Fargo & Company (WFC) 0.2 $427k 8.8k 48.40
Home Depot (HD) 0.2 $421k 1.4k 299.22
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA) 0.1 $366k 5.3k 68.77
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.1 $343k 974.00 352.16
Cleveland-cliffs (CLF) 0.1 $333k 10k 32.12
Atlas Corp Shares Shares 0.1 $329k 23k 14.64
Abbvie (ABBV) 0.1 $315k 1.9k 161.95
Southwest Airlines (LUV) 0.1 $306k 6.7k 45.72
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.1 $293k 3.0k 97.67
Ishares Esg Aware Msci Usa Small-cap Etf Esg Aware Msci (ESML) 0.1 $289k 7.6k 38.04
Annaly Capital Management 0.1 $288k 41k 7.02
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.1 $282k 101.00 2792.08
Iron Mountain (IRM) 0.1 $277k 5.0k 55.40
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.1 $267k 588.00 454.08
Verizon Communications (VZ) 0.1 $255k 5.0k 50.78
Wal-Mart Stores (WMT) 0.1 $254k 1.7k 148.36
Ishares Convertible Bond Etf Conv Bd Etf (ICVT) 0.1 $248k 3.0k 83.31
Pfizer (PFE) 0.1 $232k 4.5k 51.69
Broadcom (AVGO) 0.1 $225k 357.00 630.25
Ishares Msci Em Esg Select Etf Esg Awr Msci Em (ESGE) 0.1 $219k 6.0k 36.64
American Tower Reit (AMT) 0.1 $218k 869.00 250.86
Spdr S&p 500 Etf Tr Unit (SPY) 0.1 $215k 478.00 449.79
Ishares Esg Advanced Msci Eafe Etf Esg Eafe Etf (DMXF) 0.1 $214k 3.5k 60.76
Starbucks Corporation (SBUX) 0.1 $212k 2.3k 90.95
Costco Wholesale Corporation (COST) 0.1 $207k 359.00 576.60
Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA) 0.1 $203k 585.00 347.01