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CIK: 0002024115
Total reported value
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$83.4M
64 檔
28.6%
In Q1 2024, Westfuller Advisors, LLC's U.S. equity holdings reached a combined market value of $83.4M, distributed across 64 disclosed stock positions.
During Q1 2024, Westfuller Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.16% | — | — | |
| 2 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 7.73% | — | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.42% | — | — | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 4.36% | — | — | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.88% | — | — | |
| 6 | WOMN | Impact Shares Women's Empowe | ETF-Other | 3.69% | — | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.63% | — | — | |
| 8 | ✓ | Investment Managers Ser Tr I | Stock-Other | 3.45% | — | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.01% | — | — | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.75% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | — | — | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.48% | — | — | |
| 13 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 2.45% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | — | — | |
| 15 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 2.03% | — | — | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.01% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.99% | — | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.94% | — | — | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.79% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.79% | — | — | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.73% | — | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.67% | — | — | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.63% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | — | — | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.44% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | — | — | |
| 27 | JSTC | Adasina Social Justice Glb | ETF-Other | 1.24% | — | — | |
| 28 | NACP | Impact Shares Naacp Minority | ETF-Other | 1.21% | — | — | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.18% | — | — | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.14% | — | — | |
| 31 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.08% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | — | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.99% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | — | — | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.97% | — | — | |
| 36 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.87% | — | — | |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.81% | — | — | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | — | — | |
| 41 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.70% | — | — | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.65% | — | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.61% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | — | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | — | — | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.48% | — | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | — | — | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.48% | — | — | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.48% | — | — | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.48% | — | — |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $83.4M across 64 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, NUBD, BSV) accounted for 28.6% of total reported equity market value during Q1 2024.
During Q1 2024, Westfuller Advisors, LLC's top holdings by market value included VOO (8.2%)、NUBD (7.7%)、BSV (4.4%). The largest single position, VOO, represented 8.2% of total portfolio value.
In Q1 2024, Westfuller Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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