West Wealth Group

West Wealth Group as of Sept. 30, 2022

Portfolio Holdings for West Wealth Group

West Wealth Group holds 60 positions in its portfolio as reported in the September 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) 23.8 $47M 1.1M 41.99
Ishares Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 19.4 $38M 482k 79.41
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 6.8 $13M 347k 38.53
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 6.1 $12M 167k 72.56
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT) 5.6 $11M 481k 22.76
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ) 4.0 $7.9M 174k 45.31
Invesco S&p Emerging Markets Low Volatility Etf S&p Emrng Mkts (EELV) 3.1 $6.2M 293k 20.99
Apple (AAPL) 3.0 $6.0M 43k 138.18
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 3.0 $5.9M 132k 44.50
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 2.3 $4.5M 50k 91.28
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 2.1 $4.1M 47k 87.18
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 2.0 $4.0M 61k 66.09
Schwab Us Tips Etf Us Tips Etf (SCHP) 1.8 $3.6M 69k 51.79
Ishares Esg Aware Msci Em Etf Esg Awr Msci Em (ESGE) 1.4 $2.8M 103k 27.67
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA) 1.0 $2.0M 63k 32.23
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH) 0.9 $1.7M 16k 108.93
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Gsci Cmdty Stgy (COMT) 0.9 $1.7M 48k 35.72
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.8 $1.7M 23k 73.36
Microsoft Corporation (MSFT) 0.8 $1.5M 6.4k 232.88
Ishares Mbs Etf Mbs Etf (MBB) 0.7 $1.5M 16k 91.58
Tesla Motors (TSLA) 0.7 $1.4M 5.4k 265.09
Energy Select Sector Spdr Fund Energy (XLE) 0.7 $1.4M 19k 72.00
Amazon (AMZN) 0.6 $1.3M 11k 112.95
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN) 0.6 $1.2M 49k 23.88
Ishares 0-5 Year High Yield Corporate Bond Etf 0-5yr Hi Yl Cp (SHYG) 0.6 $1.1M 29k 39.91
Ishares Convertible Bond Etf Conv Bd Etf (ICVT) 0.5 $1.0M 15k 68.88
Ishares Broad Usd High Yield Corporate Bond Etf Broad Usd High (USHY) 0.5 $989k 29k 33.60
Boeing Company (BA) 0.5 $963k 8.0k 121.09
Sempra Energy (SRE) 0.4 $789k 5.3k 149.91
McDonald's Corporation (MCD) 0.3 $588k 2.5k 230.68
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.3 $560k 4.1k 135.04
Vanguard High Dividend Yield Index Etf High Div Yld (VYM) 0.3 $559k 5.9k 94.73
Spdr Ice Preferred Securities Etf Ice Pfd Sec Etf (PSK) 0.3 $524k 15k 34.80
Schwab 5-10 Year Corporate Bond Etf 5 10yr Corp Bd (SCHI) 0.2 $486k 12k 42.01
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.2 $432k 1.3k 328.27
Ishares Msci Kld 400 Social Etf Msci Kld400 Soc (DSI) 0.2 $419k 6.3k 66.90
Broadcom (AVGO) 0.2 $413k 931.00 443.61
Procter & Gamble Company (PG) 0.2 $405k 3.2k 126.13
Ishares Jp Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.2 $384k 4.8k 79.37
Home Depot (HD) 0.2 $378k 1.4k 275.51
Rockwell Automation (ROK) 0.2 $363k 1.7k 214.67
First Fndtn (FFWM) 0.2 $360k 20k 18.11
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.2 $345k 4.2k 81.87
Walt Disney Company (DIS) 0.2 $337k 3.6k 94.11
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA) 0.2 $329k 5.9k 55.30
Wells Fargo & Company (WFC) 0.2 $322k 8.0k 40.12
Atlas Corp Shares Shares 0.2 $312k 23k 13.88
Ishares Esg Advanced Msci Usa Etf Esg Msci Usa Etf (USXF) 0.2 $297k 11k 28.01
Abbvie (ABBV) 0.1 $266k 2.0k 133.87
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.1 $260k 974.00 266.94
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.1 $234k 2.4k 95.90
Wal-Mart Stores (WMT) 0.1 $229k 1.8k 129.60
NVIDIA Corporation (NVDA) 0.1 $227k 1.9k 121.26
Iron Mountain (IRM) 0.1 $219k 5.0k 43.80
Ishares Esg Aware Msci Usa Small-cap Etf Esg Aware Msci (ESML) 0.1 $215k 7.0k 30.67
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.1 $207k 578.00 358.13
Southwest Airlines (LUV) 0.1 $206k 6.7k 30.78
Annaly Capital Management Com New (NLY) 0.1 $173k 10k 17.08
Cleveland-cliffs (CLF) 0.1 $139k 10k 13.41
Cion Invt Corp (CION) 0.1 $102k 12k 8.43