West Wealth Group

West Wealth Group as of March 31, 2023

Portfolio Holdings for West Wealth Group

West Wealth Group holds 71 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 23.6 $51M 1.1M 48.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 11.9 $26M 207k 124.07
Ishares Tr Eafe Grwth Etf (EFG) 8.7 $19M 200k 93.68
Ishares Tr Esg Awr Msci Usa (ESGU) 6.5 $14M 154k 90.45
Ishares Tr Eafe Value Etf (EFV) 6.0 $13M 269k 48.53
Ishares Core Msci Emkt (IEMG) 5.9 $13M 261k 48.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 4.7 $10M 216k 46.91
Ishares Tr U.s. Tech Etf (IYW) 4.2 $9.0M 97k 92.81
Ishares Tr Core Total Usd (IUSB) 3.4 $7.3M 158k 46.15
Apple (AAPL) 3.3 $7.2M 44k 164.90
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $6.0M 83k 72.74
Ishares Tr Mbs Etf (MBB) 2.7 $5.9M 62k 94.73
Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $5.7M 242k 23.38
Ishares Tr Us Infrastruc (IFRA) 1.0 $2.1M 56k 37.32
Microsoft Corporation (MSFT) 0.9 $2.0M 6.8k 288.30
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $1.8M 16k 114.54
Boeing Company (BA) 0.8 $1.7M 8.0k 212.44
Tesla Motors (TSLA) 0.7 $1.5M 7.0k 207.46
Amazon (AMZN) 0.6 $1.4M 13k 103.29
Sempra Energy (SRE) 0.4 $808k 5.3k 151.15
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $795k 19k 41.68
Ishares Tr Broad Usd High (USHY) 0.4 $783k 22k 35.55
McDonald's Corporation (MCD) 0.3 $715k 2.6k 279.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $689k 8.0k 86.28
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.3 $617k 18k 33.96
Broadcom (AVGO) 0.3 $597k 930.00 641.42
NVIDIA Corporation (NVDA) 0.3 $554k 2.0k 277.75
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $543k 3.5k 154.02
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $516k 5.6k 92.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $502k 1.3k 375.95
Rockwell Automation (ROK) 0.2 $501k 1.7k 293.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $492k 4.7k 105.51
Ishares Tr Faln Angls Usd (FALN) 0.2 $488k 19k 25.27
Procter & Gamble Company (PG) 0.2 $482k 3.2k 148.68
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $476k 15k 30.88
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $474k 22k 21.22
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $443k 11k 41.46
Home Depot (HD) 0.2 $412k 1.4k 295.06
Ishares Tr Msci Usa Value (VLUE) 0.2 $390k 4.2k 92.58
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $374k 4.8k 77.98
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $365k 11k 33.07
Lockheed Martin Corporation (LMT) 0.2 $357k 754.00 473.01
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $355k 5.6k 63.59
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.2 $348k 6.4k 54.47
Walt Disney Company (DIS) 0.2 $347k 3.5k 100.12
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $335k 7.4k 45.24
UnitedHealth (UNH) 0.1 $281k 595.00 472.48
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $272k 7.9k 34.28
Iron Mountain (IRM) 0.1 $265k 5.0k 52.91
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $261k 9.1k 28.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $259k 839.00 308.77
Ishares Esg Awr Msci Em (ESGE) 0.1 $259k 8.2k 31.48
Abbvie (ABBV) 0.1 $248k 1.6k 159.38
Ishares Tr Core S&p500 Etf (IVV) 0.1 $243k 592.00 411.22
Select Sector Spdr Tr Energy (XLE) 0.1 $240k 2.9k 82.82
Wal-Mart Stores (WMT) 0.1 $237k 1.6k 147.47
Verizon Communications (VZ) 0.1 $232k 6.0k 38.89
Southwest Airlines (LUV) 0.1 $223k 6.8k 32.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $223k 3.1k 71.83
Annaly Capital Management In Com New (NLY) 0.1 $219k 12k 19.11
CSX Corporation (CSX) 0.1 $218k 7.3k 29.94
Lam Research Corporation (LRCX) 0.1 $217k 410.00 529.72
Wells Fargo & Company (WFC) 0.1 $215k 5.8k 37.38
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $215k 3.6k 59.59
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $214k 3.2k 67.06
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $212k 2.4k 88.77
Starbucks Corporation (SBUX) 0.1 $204k 2.0k 104.14
Pepsi (PEP) 0.1 $204k 1.1k 182.25
At&t (T) 0.1 $202k 11k 19.25
Cleveland-cliffs (CLF) 0.1 $190k 10k 18.33
First Fndtn (FFWM) 0.1 $150k 20k 7.45