West Wealth Group

West Wealth Group as of June 30, 2024

Portfolio Holdings for West Wealth Group

West Wealth Group holds 81 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 15.9 $45M 486k 92.54
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.3 $32M 498k 64.00
Ishares Tr S&p 500 Val Etf (IVE) 10.2 $29M 158k 182.01
Blackrock Etf Trust Us Eqt Factor (DYNF) 7.2 $20M 432k 46.94
Ishares Tr Eafe Grwth Etf (EFG) 5.9 $17M 164k 102.30
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 5.3 $15M 282k 52.95
Ishares Tr Core Total Usd (IUSB) 4.6 $13M 289k 45.22
Ishares Tr U.s. Tech Etf (IYW) 3.7 $11M 70k 150.50
Ishares Tr Eafe Value Etf (EFV) 3.6 $10M 190k 53.04
Apple (AAPL) 3.6 $10M 48k 210.62
Ishares Msci Emrg Chn (EMXC) 3.2 $9.0M 151k 59.20
Ishares Tr Calif Mun Bd Etf (CMF) 2.6 $7.4M 130k 56.88
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $5.0M 133k 37.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $5.0M 29k 170.77
Ishares Tr Mbs Etf (MBB) 1.2 $3.3M 36k 91.81
Microsoft Corporation (MSFT) 1.1 $3.1M 6.9k 446.99
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.0 $2.9M 70k 41.44
Ishares Tr Us Infrastruc (IFRA) 1.0 $2.8M 66k 42.12
Amazon (AMZN) 0.9 $2.5M 13k 193.25
NVIDIA Corporation (NVDA) 0.8 $2.3M 18k 123.54
Vanguard World Mega Cap Index (MGC) 0.8 $2.1M 11k 197.29
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $2.0M 74k 27.22
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.9M 16k 119.32
Blackrock Etf Trust Ii Flexible Income (BINC) 0.6 $1.8M 34k 52.20
Boeing Company (BA) 0.6 $1.6M 8.6k 182.02
Broadcom (AVGO) 0.5 $1.5M 926.00 1605.60
Marriott Intl Cl A (MAR) 0.5 $1.4M 5.7k 241.80
Tesla Motors (TSLA) 0.5 $1.4M 6.8k 197.88
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $1.1M 11k 102.70
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.4 $1.1M 44k 25.42
Ishares Tr Global Energ Etf (IXC) 0.4 $1.1M 26k 41.51
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $864k 24k 35.55
Sempra Energy (SRE) 0.3 $847k 11k 76.06
Ishares Core Msci Emkt (IEMG) 0.3 $840k 16k 53.53
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $835k 14k 59.41
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $710k 8.0k 88.49
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $696k 6.5k 107.12
Prologis (PLD) 0.2 $686k 6.1k 112.32
Ishares Tr Core Div Grwth (DGRO) 0.2 $684k 12k 57.61
McDonald's Corporation (MCD) 0.2 $564k 2.2k 254.89
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $556k 5.4k 103.87
Procter & Gamble Company (PG) 0.2 $555k 3.4k 164.94
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $550k 24k 22.57
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.2 $544k 12k 45.25
Home Depot (HD) 0.2 $526k 1.5k 344.43
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $524k 11k 46.58
Costco Wholesale Corporation (COST) 0.2 $524k 616.00 850.45
Ishares Tr Core S&p500 Etf (IVV) 0.2 $484k 884.00 547.45
Rockwell Automation (ROK) 0.2 $478k 1.7k 275.35
Lam Research Corporation 0.2 $461k 433.00 1065.67
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $460k 6.2k 74.79
Iron Mountain (IRM) 0.2 $448k 5.0k 89.62
Ishares Tr Msci Usa Value (VLUE) 0.2 $435k 4.2k 103.46
UnitedHealth (UNH) 0.1 $423k 830.00 509.43
Lockheed Martin Corporation (LMT) 0.1 $395k 846.00 467.15
Ishares Tr Intl Div Grwth (IGRO) 0.1 $385k 5.7k 67.40
Ross Stores (ROST) 0.1 $381k 2.6k 145.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $365k 3.5k 104.55
Alphabet Cap Stk Cl C (GOOG) 0.1 $356k 1.9k 183.43
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $353k 6.2k 56.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $349k 1.9k 182.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $346k 851.00 406.80
Wal-Mart Stores (WMT) 0.1 $315k 4.6k 67.72
Meta Platforms Cl A (META) 0.1 $284k 562.00 505.10
Ishares Tr Robotics Artif (ARTY) 0.1 $282k 8.5k 33.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $269k 494.00 544.70
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $264k 3.9k 67.43
Bank of America Corporation (BAC) 0.1 $262k 6.6k 39.77
JPMorgan Chase & Co. (JPM) 0.1 $259k 1.3k 202.26
Abbvie (ABBV) 0.1 $258k 1.5k 171.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $255k 510.00 500.13
At&t (T) 0.1 $255k 13k 19.11
CSX Corporation (CSX) 0.1 $252k 7.5k 33.45
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $252k 3.5k 72.08
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $249k 6.2k 40.23
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $244k 5.2k 46.86
Ishares Tr Core Msci Eafe (IEFA) 0.1 $238k 3.3k 72.65
Walt Disney Company (DIS) 0.1 $235k 2.4k 99.31
Verizon Communications (VZ) 0.1 $203k 4.9k 41.24
Cleveland-cliffs (CLF) 0.1 $160k 10k 15.39
First Fndtn (FFWM) 0.0 $68k 10k 6.55