Westfuller Advisors

Westfuller Advisors as of Dec. 31, 2024

Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 9.8 $15M 154k 100.32
Ishares Tr Core Us Aggbd Et (AGG) 6.1 $9.7M 100k 96.90
Ishares Tr Core S&p500 Etf (IVV) 6.0 $9.5M 16k 588.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.1 $8.0M 15k 538.83
Ishares Tr Core Msci Eafe (IEFA) 4.4 $6.9M 99k 70.28
Nushares Etf Tr Nuveen Esg Us (NUBD) 4.2 $6.6M 302k 21.78
Vanguard Index Fds Growth Etf (VUG) 3.6 $5.7M 14k 410.43
Apple (AAPL) 3.1 $4.8M 19k 250.42
Vanguard Index Fds Value Etf (VTV) 2.8 $4.4M 26k 169.30
Ishares Tr Calif Mun Bd Etf (CMF) 2.3 $3.7M 65k 57.28
Vanguard World Esg Intl Stk Etf (VSGX) 2.1 $3.3M 59k 56.70
Tidal Trust Iii Ywca Womens Etf (WOMN) 2.1 $3.3M 86k 38.53
NVIDIA Corporation (NVDA) 2.0 $3.2M 24k 134.29
Investment Managers Ser Tr I Axs Change Finan 2.0 $3.2M 83k 37.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $3.0M 39k 77.27
Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $3.0M 40k 74.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.6M 5.1k 511.20
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $2.6M 113k 22.98
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.5 $2.3M 26k 89.33
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $2.3M 22k 104.89
Ishares Tr Core Div Grwth (DGRO) 1.4 $2.2M 35k 61.34
Spdr Gold Tr Gold Shs (GLD) 1.4 $2.1M 8.8k 242.12
Ishares Tr Esg Eafe Etf (DMXF) 1.3 $2.0M 31k 64.62
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.2 $1.9M 40k 46.44
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.8M 6.2k 289.80
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $1.8M 39k 45.34
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $1.7M 13k 127.59
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.1 $1.7M 29k 57.27
Ishares Tr Intl Div Grwth (IGRO) 1.0 $1.6M 24k 67.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $1.5M 39k 38.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.5M 25k 58.93
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $1.4M 15k 98.47
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.9 $1.4M 34k 41.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.3M 2.3k 588.12
Microsoft Corporation (MSFT) 0.8 $1.3M 3.0k 421.54
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 5.7k 189.31
Tidal Etf Tr Adasina Social (JSTC) 0.7 $1.1M 59k 18.36
Tidal Trust Iii Naacp Mino Etf (NACP) 0.7 $1.1M 26k 40.88
JPMorgan Chase & Co. (JPM) 0.7 $1.1M 4.4k 239.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.0M 21k 49.05
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $985k 5.2k 190.00
Ishares Tr Broad Usd High (USHY) 0.6 $974k 27k 36.79
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.6 $920k 28k 32.76
Amazon (AMZN) 0.5 $832k 3.8k 219.39
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.5 $785k 27k 29.02
Ishares Tr Tips Bd Etf (TIP) 0.5 $762k 7.1k 106.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $759k 8.5k 89.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $733k 13k 57.41
Ishares Tr New York Mun Etf (NYF) 0.5 $723k 14k 53.22
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.4 $691k 28k 24.70
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $661k 7.7k 85.84
Ishares Tr Russell 2000 Etf (IWM) 0.4 $652k 3.0k 220.99
Lam Research Corp Com New (LRCX) 0.4 $621k 8.6k 72.49
Ishares Gold Tr Shares Represent (IAUM) 0.4 $604k 23k 26.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $572k 2.9k 198.21
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $566k 6.5k 87.33
Warner Music Group Corp Com Cl A (WMG) 0.4 $557k 18k 31.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $545k 2.9k 190.42
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $528k 5.8k 91.43
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $505k 6.3k 80.66
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $489k 2.5k 195.81
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $487k 5.9k 81.97
Visa Com Cl A (V) 0.3 $477k 1.5k 316.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $472k 8.1k 58.00
Ishares Tr Expanded Tech (IGV) 0.3 $455k 4.5k 100.11
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $390k 12k 31.44
Vanguard World Financials Etf (VFH) 0.2 $378k 3.2k 118.06
Vanguard World Health Car Etf (VHT) 0.2 $373k 1.5k 253.70
Ishares Tr U.s. Tech Etf (IYW) 0.2 $371k 2.3k 159.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $358k 7.1k 50.13
salesforce (CRM) 0.2 $342k 1.0k 334.74
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $337k 4.9k 68.43
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $319k 3.3k 96.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $311k 6.5k 47.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $299k 1.5k 198.12
Select Sector Spdr Tr Indl (XLI) 0.2 $287k 2.2k 131.75
Tesla Motors (TSLA) 0.2 $274k 678.00 403.84
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.2 $265k 7.4k 35.84
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $258k 2.2k 115.57
Ishares Tr Us Consum Discre (IYC) 0.2 $247k 2.6k 96.15
Norfolk Southern (NSC) 0.2 $247k 1.1k 234.72
Meta Platforms Cl A (META) 0.2 $246k 419.00 586.12
Costco Wholesale Corporation (COST) 0.2 $238k 260.00 915.25
Duolingo Cl A Com (DUOL) 0.1 $227k 700.00 324.23
Vanguard World Inf Tech Etf (VGT) 0.1 $226k 363.00 621.21
Cisco Systems (CSCO) 0.1 $217k 3.7k 59.19
Fortinet (FTNT) 0.1 $215k 2.3k 94.48
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $215k 2.2k 99.37
Intuit (INTU) 0.1 $209k 333.00 628.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $206k 4.7k 44.04
Goldman Sachs (GS) 0.1 $204k 356.00 573.16