Westfuller Advisors

Westfuller Advisors as of March 31, 2025

Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 98 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 11.7 $18M 175k 100.67
Vanguard World Esg Us Stk Etf (ESGV) 6.5 $9.7M 99k 97.95
Ishares Tr Esg Awr Us Agrgt (EAGG) 5.5 $8.2M 173k 47.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $7.9M 15k 513.90
Vanguard World Esg Intl Stk Etf (VSGX) 5.0 $7.5M 127k 58.98
Nushares Etf Tr Nuveen Esg Us (NUBD) 4.5 $6.8M 305k 22.18
Ishares Tr Core Msci Eafe (IEFA) 3.0 $4.4M 59k 75.65
Apple (AAPL) 2.9 $4.4M 20k 222.13
Ishares Tr Calif Mun Bd Etf (CMF) 2.4 $3.6M 65k 56.28
Tidal Trust Iii Ywca Womens Etf (WOMN) 2.2 $3.3M 86k 38.29
Vanguard Bd Index Fds Intermed Term (BIV) 2.1 $3.2M 42k 76.57
Investment Managers Ser Tr I Axs Change Finan 2.1 $3.1M 84k 36.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $3.0M 39k 78.28
Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $2.8M 120k 22.99
NVIDIA Corporation (NVDA) 1.8 $2.7M 25k 108.39
Spdr Gold Tr Gold Shs (GLD) 1.7 $2.6M 8.9k 288.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.5M 5.3k 469.59
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $2.1M 46k 46.31
Ishares Tr Esg Eafe Etf (DMXF) 1.4 $2.1M 31k 67.34
Ishares Tr Core Div Grwth (DGRO) 1.4 $2.0M 33k 61.78
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.9M 19k 98.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.7M 6.2k 274.84
Ishares Tr Esg Aware Msci (ESML) 1.1 $1.7M 44k 38.41
Ishares Tr Intl Div Grwth (IGRO) 1.1 $1.7M 23k 72.44
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.1 $1.6M 29k 56.47
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $1.6M 13k 128.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.6M 25k 62.10
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 2.7k 561.85
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $1.4M 15k 91.53
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.9 $1.3M 35k 38.34
Microsoft Corporation (MSFT) 0.9 $1.3M 3.5k 375.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.3M 2.3k 561.04
JPMorgan Chase & Co. (JPM) 0.7 $1.1M 4.5k 245.28
Tidal Etf Tr Adasina Social (JSTC) 0.7 $1.1M 59k 18.09
Tidal Trust Iii Naacp Mino Etf (NACP) 0.7 $1.0M 26k 39.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $982k 20k 48.82
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.6 $969k 29k 33.24
Ishares Tr Short Treas Bd (SHV) 0.6 $967k 8.8k 110.46
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $959k 5.6k 172.26
Amazon (AMZN) 0.6 $936k 4.9k 190.26
Alphabet Cap Stk Cl A (GOOGL) 0.6 $891k 5.8k 154.65
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $866k 30k 29.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $843k 9.3k 90.54
Ishares Gold Tr Shares Represent (IAUM) 0.5 $805k 26k 31.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $777k 13k 60.66
Ishares Tr Tips Bd Etf (TIP) 0.5 $768k 6.9k 111.10
Visa Com Cl A (V) 0.5 $740k 2.1k 350.45
Warner Music Group Corp Com Cl A (WMG) 0.5 $720k 23k 31.35
Ishares Tr New York Mun Etf (NYF) 0.5 $719k 14k 52.65
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.5 $703k 28k 24.99
Alphabet Cap Stk Cl C (GOOG) 0.4 $672k 4.3k 156.23
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $665k 7.3k 91.73
Lam Research Corp Com New (LRCX) 0.4 $665k 9.1k 72.93
Ishares Tr Russell 2000 Etf (IWM) 0.4 $595k 3.0k 199.49
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $591k 6.5k 91.03
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $549k 7.0k 78.28
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $508k 6.3k 81.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $486k 5.9k 82.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $486k 8.2k 59.40
Vanguard Index Fds Growth Etf (VUG) 0.3 $442k 1.2k 370.82
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $425k 5.3k 80.65
Vanguard World Financials Etf (VFH) 0.3 $406k 3.4k 119.48
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $399k 2.1k 194.00
Ishares Tr Expanded Tech (IGV) 0.3 $388k 4.4k 88.99
Costco Wholesale Corporation (COST) 0.3 $387k 409.00 946.44
Ishares Tr Usd Grn Bond Etf (BGRN) 0.3 $383k 8.1k 47.36
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $382k 12k 30.73
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $378k 4.0k 95.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $356k 7.2k 49.62
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $350k 5.0k 70.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $332k 6.5k 50.83
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $329k 3.3k 100.00
Ishares Tr U.s. Tech Etf (IYW) 0.2 $327k 2.3k 140.45
Select Sector Spdr Tr Indl (XLI) 0.2 $293k 2.2k 131.05
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.2 $288k 7.4k 38.97
Vanguard World Health Car Etf (VHT) 0.2 $277k 1.0k 264.70
salesforce (CRM) 0.2 $277k 1.0k 268.44
Fortinet (FTNT) 0.2 $267k 2.8k 96.26
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $265k 2.2k 118.16
Eli Lilly & Co. (LLY) 0.2 $262k 317.00 825.27
Meta Platforms Cl A (META) 0.2 $261k 452.00 576.28
Ecolab (ECL) 0.2 $259k 1.0k 253.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $252k 1.5k 166.63
Norfolk Southern (NSC) 0.2 $250k 1.1k 236.79
TJX Companies (TJX) 0.2 $246k 2.0k 121.79
Automatic Data Processing (ADP) 0.2 $231k 756.00 306.02
Cisco Systems (CSCO) 0.2 $227k 3.7k 61.70
Duolingo Cl A Com (DUOL) 0.1 $217k 700.00 310.54
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $215k 2.2k 98.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $212k 4.7k 45.26
MercadoLibre (MELI) 0.1 $209k 107.00 1948.19
Vanguard World Inf Tech Etf (VGT) 0.1 $205k 377.00 542.70
Intuit (INTU) 0.1 $205k 333.00 614.32
Accenture Plc Ireland Shs Class A (ACN) 0.1 $203k 649.00 312.02
Hecla Mining Company (HL) 0.1 $82k 15k 5.56
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.0 $63k 11k 5.53
Cemex Sab De Cv Spon Adr New (CX) 0.0 $62k 11k 5.61
Nokia Corp Sponsored Adr (NOK) 0.0 $59k 11k 5.27