Westfuller Advisors

Westfuller Advisors as of Sept. 30, 2024

Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 82 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 10.9 $15M 151k 100.72
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $9.0M 89k 101.27
Ishares Tr Core S&p500 Etf (IVV) 6.0 $8.3M 15k 576.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.5 $7.7M 15k 529.29
Nushares Etf Tr Nuveen Esg Us (NUBD) 4.9 $6.8M 299k 22.70
Ishares Tr Core Msci Eafe (IEFA) 4.4 $6.1M 78k 78.05
Apple (AAPL) 3.2 $4.5M 19k 233.00
Vanguard World Esg Intl Stk Etf (VSGX) 2.7 $3.8M 61k 61.51
Ishares Tr Calif Mun Bd Etf (CMF) 2.7 $3.7M 64k 58.11
Investment Managers Ser Tr I Axs Change Finan 2.5 $3.4M 89k 38.49
Tidal Trust Iii Ywca Womens Etf (WOMN) 2.4 $3.3M 86k 38.67
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $3.1M 39k 78.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $3.0M 39k 78.69
NVIDIA Corporation (NVDA) 2.1 $2.9M 24k 121.45
Ishares Tr Core Div Grwth (DGRO) 1.8 $2.5M 40k 62.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $2.5M 5.1k 488.71
Spdr Gold Tr Gold Shs (GLD) 1.7 $2.3M 9.5k 243.05
Ishares Tr Esg Eafe Etf (DMXF) 1.6 $2.2M 30k 72.04
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $2.2M 21k 101.65
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $2.0M 22k 89.36
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $1.9M 40k 48.59
Ishares Tr Intl Div Grwth (IGRO) 1.3 $1.9M 25k 74.59
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.3 $1.8M 32k 56.57
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.7M 6.1k 284.05
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.7M 13k 128.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $1.6M 25k 64.74
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.5M 37k 41.28
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.0 $1.4M 34k 42.84
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.0 $1.4M 13k 102.58
Microsoft Corporation (MSFT) 0.9 $1.3M 3.1k 430.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.3M 2.3k 575.38
Tidal Etf Tr Adasina Social (JSTC) 0.8 $1.1M 58k 18.87
Tidal Trust Iii Naacp Mino Etf (NACP) 0.8 $1.1M 26k 41.36
Ishares Tr Broad Usd High (USHY) 0.7 $996k 26k 37.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $987k 5.4k 182.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $970k 19k 50.28
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $967k 41k 23.45
Alphabet Cap Stk Cl A (GOOGL) 0.7 $965k 5.8k 165.85
JPMorgan Chase & Co. (JPM) 0.7 $941k 4.5k 210.87
Ishares Tr Tips Bd Etf (TIP) 0.7 $921k 8.3k 110.47
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $866k 18k 47.21
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $823k 27k 31.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $792k 13k 63.00
Lam Research Corporation 0.5 $764k 934.00 818.09
Amazon (AMZN) 0.5 $719k 3.9k 186.33
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $701k 28k 25.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $696k 7.1k 98.23
Ishares Tr Russell 2000 Etf (IWM) 0.5 $684k 3.1k 220.92
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $669k 7.3k 91.80
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $648k 6.6k 98.11
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.5 $636k 7.7k 82.63
Warner Music Group Corp Com Cl A (WMG) 0.4 $559k 18k 31.30
Proshares Tr S&p Mdcp 400 Div (REGL) 0.4 $508k 6.2k 82.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $505k 8.4k 60.42
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $495k 2.5k 198.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $494k 5.9k 83.15
Alphabet Cap Stk Cl C (GOOG) 0.3 $485k 2.9k 167.18
Vanguard Index Fds Growth Etf (VUG) 0.3 $457k 1.2k 384.09
Visa Com Cl A (V) 0.3 $437k 1.6k 275.01
Vanguard World Health Car Etf (VHT) 0.3 $416k 1.5k 283.37
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $410k 12k 33.23
Ishares Tr Expanded Tech (IGV) 0.3 $406k 4.5k 89.36
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $362k 4.8k 75.17
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $354k 3.3k 107.65
Ishares Tr U.s. Tech Etf (IYW) 0.3 $352k 2.3k 151.62
Vanguard World Financials Etf (VFH) 0.3 $350k 3.2k 110.45
Ishares Gold Tr Shares Represent (IAUM) 0.2 $309k 12k 26.25
Select Sector Spdr Tr Indl (XLI) 0.2 $298k 2.2k 135.47
salesforce (CRM) 0.2 $280k 1.0k 274.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $275k 1.6k 174.27
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.2 $270k 7.4k 36.76
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $265k 2.2k 119.60
Norfolk Southern (NSC) 0.2 $260k 1.0k 248.49
Meta Platforms Cl A (META) 0.2 $243k 424.00 572.55
Costco Wholesale Corporation (COST) 0.2 $238k 268.00 887.76
Ishares Tr Us Consum Discre (IYC) 0.2 $226k 2.6k 87.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $218k 4.6k 47.85
Vanguard World Inf Tech Etf (VGT) 0.2 $212k 362.00 586.85
Intuit (INTU) 0.1 $207k 333.00 620.47
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $205k 3.2k 64.99
Tesla Motors (TSLA) 0.1 $205k 783.00 261.63
Mfs Inter Income Tr Sh Ben Int (MIN) 0.0 $28k 10k 2.72