Westfuller Advisors

Westfuller Advisors as of March 31, 2024

Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 64 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.2 $6.8M 14k 480.68
Nushares Etf Tr Nuveen Esg Us (NUBD) 7.7 $6.4M 293k 21.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $3.7M 48k 76.67
Ishares Tr Calif Mun Bd Etf (CMF) 4.4 $3.6M 63k 57.54
Vanguard World Esg Intl Stk Etf (VSGX) 3.9 $3.2M 56k 57.47
Impact Shs Tr I Ywca Womens Etf (WOMN) 3.7 $3.1M 85k 36.17
Apple (AAPL) 3.6 $3.0M 18k 171.48
Investment Managers Ser Tr I Axs Change Finan 3.4 $2.9M 78k 36.68
Vanguard Bd Index Fds Intermed Term (BIV) 3.0 $2.5M 33k 75.40
Ishares Tr Core Div Grwth (DGRO) 2.8 $2.3M 40k 58.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $2.2M 5.0k 444.57
Spdr Gold Tr Gold Shs (GLD) 2.5 $2.1M 10k 205.72
Ishares Tr Esg Eafe Etf (DMXF) 2.5 $2.0M 30k 68.13
NVIDIA Corporation (NVDA) 2.4 $2.0M 2.2k 903.49
Ishares Tr Intl Div Grwth (IGRO) 2.0 $1.7M 25k 67.36
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.0 $1.7M 32k 52.87
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $1.7M 6.4k 259.89
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $1.6M 13k 120.99
Ishares Tr Tips Bd Etf (TIP) 1.8 $1.5M 14k 107.41
Ishares Tr Core Msci Eafe (IEFA) 1.8 $1.5M 20k 74.22
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.7 $1.4M 35k 41.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $1.4M 23k 60.30
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.6 $1.4M 12k 110.05
Microsoft Corporation (MSFT) 1.5 $1.2M 2.9k 420.77
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $1.2M 13k 93.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.2M 2.2k 524.66
Tidal Etf Tr Adasina Social (JSTC) 1.2 $1.0M 58k 17.73
Impact Shs Tr I Naacp Mino Etf (NACP) 1.2 $1.0M 26k 38.46
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $984k 5.6k 175.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $949k 19k 49.19
Lam Research Corporation 1.1 $901k 925.00 973.66
Alphabet Cap Stk Cl A (GOOGL) 1.0 $850k 5.6k 150.93
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $823k 9.5k 86.48
JPMorgan Chase & Co. (JPM) 1.0 $823k 4.1k 200.30
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.0 $805k 17k 47.06
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.9 $729k 27k 27.50
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.8 $672k 27k 24.48
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $664k 7.2k 91.80
Amazon (AMZN) 0.8 $650k 3.6k 180.38
Ishares Tr Russell 2000 Etf (IWM) 0.8 $647k 3.1k 210.31
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.7 $587k 7.7k 76.28
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $545k 24k 22.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $509k 6.2k 81.78
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $454k 2.5k 182.62
Vanguard Index Fds Growth Etf (VUG) 0.5 $446k 1.3k 344.10
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $403k 8.8k 45.61
Visa Com Cl A (V) 0.5 $397k 1.4k 278.99
Proshares Tr S&p Mdcp 400 Div (REGL) 0.5 $397k 5.1k 78.56
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $397k 12k 32.23
Vanguard World Health Car Etf (VHT) 0.5 $396k 1.5k 270.47
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.5 $390k 11k 34.20
Ishares Tr Expanded Tech (IGV) 0.5 $388k 4.5k 85.26
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $361k 6.2k 58.55
Alphabet Cap Stk Cl C (GOOG) 0.4 $336k 2.2k 152.26
Vanguard World Financials Etf (VFH) 0.4 $324k 3.2k 102.38
Select Sector Spdr Tr Indl (XLI) 0.3 $275k 2.2k 125.95
salesforce (CRM) 0.3 $266k 881.00 301.58
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.3 $265k 7.2k 36.77
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $256k 2.2k 115.81
Norfolk Southern (NSC) 0.3 $251k 986.00 254.77
Ishares Tr U.s. Tech Etf (IYW) 0.3 $241k 1.8k 135.05
Intuit (INTU) 0.3 $219k 336.00 650.65
Ishares Tr Us Consum Discre (IYC) 0.3 $210k 2.6k 81.96
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $207k 1.5k 136.57