Westfuller Advisors

Westfuller Advisors as of June 30, 2025

Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 114 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 14.2 $25M 247k 100.69
Vanguard World Esg Intl Stk Etf (VSGX) 4.8 $8.4M 128k 65.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $8.3M 15k 569.76
Vanguard World Esg Us Stk Etf (ESGV) 4.7 $8.3M 76k 109.64
Ishares Tr Esg Awr Us Agrgt (EAGG) 4.4 $7.6M 161k 47.54
Nushares Etf Tr Nuveen Esg Us (NUBD) 3.9 $6.9M 308k 22.26
Amazon (AMZN) 3.5 $6.2M 28k 219.39
Apple (AAPL) 2.5 $4.3M 21k 205.17
NVIDIA Corporation (NVDA) 2.2 $3.8M 24k 158.00
Ishares Tr Calif Mun Bd Etf (CMF) 2.0 $3.6M 65k 55.74
Tidal Trust Iii Impact Shares Wo (WOMN) 2.0 $3.4M 86k 39.66
Ea Series Trust Stance Sustainab (CHGX) 1.9 $3.4M 130k 26.07
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $3.2M 42k 77.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $3.1M 39k 78.70
Spdr Gold Tr Gold Shs (GLD) 1.7 $3.0M 9.9k 304.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.9M 5.3k 552.27
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $2.8M 123k 22.98
Ishares Tr Core Msci Eafe (IEFA) 1.5 $2.6M 31k 83.48
Ishares Tr Esg Eafe Etf (DMXF) 1.3 $2.3M 31k 74.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $2.2M 47k 46.34
Ishares Tr Core Div Grwth (DGRO) 1.2 $2.1M 33k 63.94
Microsoft Corporation (MSFT) 1.1 $2.0M 3.9k 497.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 6.2k 304.84
Ishares Tr Esg Aware Msci (ESML) 1.0 $1.8M 44k 41.33
Ishares Tr Intl Div Grwth (IGRO) 1.0 $1.8M 23k 78.89
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.0 $1.7M 29k 60.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.7M 25k 69.09
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.7M 13k 133.31
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.5M 2.5k 620.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.5M 2.4k 619.52
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.8 $1.4M 35k 40.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.4M 2.9k 485.77
JPMorgan Chase & Co. (JPM) 0.8 $1.3M 4.6k 289.93
Eli Lilly & Co. (LLY) 0.7 $1.2M 1.6k 779.52
Tidal Trust I Adasina Social (JSTC) 0.7 $1.2M 62k 19.79
Tidal Trust Iii Naacp Mino Etf (NACP) 0.7 $1.1M 26k 43.72
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M 6.4k 176.24
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.6 $1.1M 11k 98.24
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.1M 5.6k 192.71
Starbucks Corporation (SBUX) 0.6 $1.0M 11k 91.63
Spdr Series Trust Portfolio Intrmd (SPIB) 0.6 $997k 30k 33.58
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $996k 20k 49.51
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $990k 30k 33.21
Ishares Tr Short Treas Bd (SHV) 0.6 $967k 8.8k 110.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $960k 14k 67.22
Alphabet Cap Stk Cl C (GOOG) 0.5 $889k 5.0k 177.40
Lam Research Corp Com New (LRCX) 0.5 $877k 9.0k 97.57
Union Pacific Corporation (UNP) 0.5 $813k 3.5k 230.10
Goldman Sachs (GS) 0.5 $793k 1.1k 707.63
Walt Disney Company (DIS) 0.4 $761k 6.1k 124.51
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $746k 8.4k 89.06
Ishares Gold Tr Shares Represent (IAUM) 0.4 $738k 22k 32.99
Meta Platforms Cl A (META) 0.4 $727k 985.00 738.37
Ishares Tr Tips Bd Etf (TIP) 0.4 $722k 6.6k 110.04
Ishares Tr New York Mun Etf (NYF) 0.4 $717k 14k 52.14
Costco Wholesale Corporation (COST) 0.4 $717k 724.00 989.68
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.4 $714k 28k 25.17
Visa Com Cl A (V) 0.4 $703k 2.0k 355.11
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $695k 7.0k 99.20
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.4 $659k 7.0k 93.96
Ishares Tr Russell 2000 Etf (IWM) 0.4 $646k 3.0k 215.80
Warner Music Group Corp Com Cl A (WMG) 0.4 $626k 23k 27.24
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $610k 6.6k 91.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $577k 6.5k 88.25
Johnson & Johnson (JNJ) 0.3 $547k 3.6k 152.74
Vanguard Index Fds Growth Etf (VUG) 0.3 $524k 1.2k 438.90
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $516k 6.3k 81.91
Pepsi (PEP) 0.3 $495k 3.7k 132.04
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $495k 8.3k 59.81
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $488k 5.9k 82.86
Ishares Tr Expanded Tech (IGV) 0.3 $477k 4.4k 109.50
Comcast Corp Cl A (CMCSA) 0.3 $472k 13k 35.69
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $464k 5.3k 87.23
Vanguard World Financials Etf (VFH) 0.2 $433k 3.4k 127.31
American Express Company (AXP) 0.2 $430k 1.3k 319.01
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $423k 2.1k 205.55
Ishares Tr U.s. Tech Etf (IYW) 0.2 $403k 2.3k 173.30
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $386k 8.1k 47.67
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $382k 13k 30.68
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $379k 4.0k 95.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $375k 6.6k 57.01
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $369k 3.3k 112.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $355k 7.2k 49.03
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $348k 5.0k 69.54
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $345k 1.5k 227.34
MercadoLibre (MELI) 0.2 $342k 131.00 2610.69
Select Sector Spdr Tr Indl (XLI) 0.2 $324k 2.2k 147.55
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.2 $304k 7.4k 41.03
Fortinet (FTNT) 0.2 $293k 2.8k 105.73
Duolingo Cl A Com (DUOL) 0.2 $287k 700.00 410.02
AeroVironment (AVAV) 0.2 $285k 1.0k 284.95
Norfolk Southern (NSC) 0.2 $272k 1.1k 255.87
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $269k 2.3k 119.10
Intuit (INTU) 0.2 $267k 339.00 788.60
Vanguard World Health Car Etf (VHT) 0.1 $260k 1.0k 248.39
Crowdstrike Hldgs Cl A (CRWD) 0.1 $252k 494.00 509.78
Vanguard World Inf Tech Etf (VGT) 0.1 $251k 378.00 662.62
salesforce (CRM) 0.1 $246k 902.00 273.12
Ecolab (ECL) 0.1 $245k 907.00 270.03
Paypal Holdings (PYPL) 0.1 $244k 3.3k 74.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $232k 4.7k 49.46
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $216k 2.2k 98.55
Broadcom (AVGO) 0.1 $215k 781.00 275.58
TJX Companies (TJX) 0.1 $215k 1.7k 123.47
Cisco Systems (CSCO) 0.1 $214k 3.1k 69.38
Thermo Fisher Scientific (TMO) 0.1 $210k 517.00 405.63
Ishares Tr Envir Awr Rl Est (ERET) 0.1 $207k 7.8k 26.61
Analog Devices (ADI) 0.1 $207k 871.00 238.05
Automatic Data Processing (ADP) 0.1 $207k 667.00 309.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $201k 671.00 298.99
Hecla Mining Company (HL) 0.1 $88k 15k 5.99
Cemex Sab De Cv Spon Adr New (CX) 0.0 $76k 11k 6.93
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.0 $68k 11k 5.98
Nokia Corp Sponsored Adr (NOK) 0.0 $58k 11k 5.18