West Wealth Group

West Wealth Group as of June 30, 2022

Portfolio Holdings for West Wealth Group

West Wealth Group holds 66 positions in its portfolio as reported in the June 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) 23.0 $50M 1.1M 44.34
Ishares Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 19.2 $41M 494k 83.90
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 8.5 $18M 425k 43.40
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT) 4.4 $9.5M 398k 23.90
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 4.4 $9.5M 118k 80.48
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ) 4.1 $8.7M 183k 47.87
Invesco S&p Emerging Markets Low Volatility Etf S&p Emrng Mkts (EELV) 3.2 $7.0M 299k 23.26
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 3.1 $6.7M 142k 46.82
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 2.8 $6.0M 60k 100.42
Apple (AAPL) 2.6 $5.6M 41k 136.70
Schwab U.s. Tips Etf Us Tips Etf (SCHP) 2.2 $4.8M 85k 55.80
Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS) 2.0 $4.3M 49k 89.01
Energy Select Sector Spdr Fund Energy (XLE) 1.6 $3.5M 49k 71.50
Ishares Msci Em Esg Select Etf Esg Awr Msci Em (ESGE) 1.4 $3.1M 97k 32.30
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 1.4 $3.1M 44k 70.20
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA) 1.3 $2.8M 81k 34.03
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN) 1.0 $2.0M 83k 24.62
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH) 0.9 $2.0M 17k 120.13
Ishares Commodities Select Strategy Etf Gsci Cmdty Stgy (COMT) 0.9 $2.0M 48k 40.92
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.8 $1.8M 22k 79.92
Ishares Mbs Etf Mbs Etf (MBB) 0.8 $1.7M 18k 97.48
Ishares Convertible Bond Etf Conv Bd Etf (ICVT) 0.7 $1.6M 23k 69.34
Ishares 0-5 Year High Yield Corporate Bond Etf 0-5yr Hi Yl Cp (SHYG) 0.7 $1.4M 35k 40.53
Microsoft Corporation (MSFT) 0.6 $1.4M 5.4k 256.79
Ishares Broad Usd High Yield Corporate Bond Etf Broad Usd High (USHY) 0.6 $1.3M 38k 34.61
Tesla Motors (TSLA) 0.6 $1.2M 1.8k 673.16
Boeing Company (BA) 0.5 $1.0M 7.6k 136.67
Amazon (AMZN) 0.4 $936k 8.8k 106.21
Sempra Energy (SRE) 0.4 $785k 5.2k 150.30
Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.4 $770k 7.6k 101.70
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 0.3 $746k 5.2k 143.32
Spdr Ice Preferred Securities Etf Ice Pfd Sec Etf (PSK) 0.3 $648k 18k 35.83
McDonald's Corporation (MCD) 0.3 $628k 2.5k 246.86
Broadcom (AVGO) 0.2 $460k 948.00 485.23
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.2 $454k 1.3k 346.30
Ishares Msci Kld 400 Social Etf Msci Kld400 Soc (DSI) 0.2 $433k 6.0k 71.84
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.2 $421k 4.9k 85.33
First Fndtn (FFWM) 0.2 $404k 20k 20.43
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.2 $397k 4.4k 90.45
Home Depot (HD) 0.2 $374k 1.4k 273.99
Procter & Gamble Company (PG) 0.2 $353k 2.5k 143.50
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA) 0.2 $341k 5.7k 59.74
Rockwell Automation (ROK) 0.2 $335k 1.7k 198.93
Ishares Esg Advanced Msci Usa Etf Esg Msci Usa Etf (USXF) 0.2 $330k 11k 29.86
Walt Disney Company (DIS) 0.1 $321k 3.4k 94.38
Wells Fargo & Company (WFC) 0.1 $313k 8.0k 39.11
Abbvie (ABBV) 0.1 $299k 2.0k 152.71
Verizon Communications (VZ) 0.1 $273k 5.4k 50.62
NVIDIA Corporation (NVDA) 0.1 $273k 1.8k 151.50
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.1 $266k 122.00 2180.33
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.1 $265k 974.00 272.07
Annaly Capital Management 0.1 $250k 42k 5.90
Spdr Portfolio Short Term Corporate Bond Etf Portfolio Short (SPSB) 0.1 $246k 8.3k 29.65
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU) 0.1 $245k 3.5k 70.12
Iron Mountain (IRM) 0.1 $243k 5.0k 48.60
Southwest Airlines (LUV) 0.1 $241k 6.7k 36.01
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.1 $241k 636.00 378.93
Atlas Corp Shares Shares 0.1 $240k 23k 10.68
Wal-Mart Stores (WMT) 0.1 $232k 1.9k 121.47
Lockheed Martin Corporation (LMT) 0.1 $227k 528.00 429.92
Ishares International Dividend Growth Etf Intl Div Grwth (IGRO) 0.1 $226k 4.0k 57.20
Pfizer (PFE) 0.1 $225k 4.3k 52.36
American Tower Reit (AMT) 0.1 $222k 869.00 255.47
Ishares Esg Aware Msci Usa Small-cap Etf Esg Aware Msci (ESML) 0.1 $220k 7.0k 31.42
Cleveland-cliffs (CLF) 0.1 $159k 10k 15.34
Cion Invt Corp (CION) 0.1 $132k 15k 8.69