Westfuller Advisors, LLC Top Holdings and 13F Report (2024) About Westfuller Advisors, LLCInvestment ActivityWestfuller Advisors, LLC has $139.29 million in total holdings as of September 30, 2024.Westfuller Advisors, LLC owns shares of 82 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Largest Holdings iShares 0-3 Month Treasury Bond ETF $15,243,297iShares Core U.S. Aggregate Bond ETF $8,981,135iShares Core S&P 500 ETF $8,343,940Vanguard S&P 500 ETF $7,650,951Nuveen ESG U.S. Aggregate Bond ETF $6,776,576 Sector AllocationMap of 500 Largest Holdings ofWestfuller Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$15,243,297151,34310.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,981,13588,6856.4%FinanceIVViShares Core S&P 500 ETF$8,343,94014,4656.0%ETFVOOVanguard S&P 500 ETF$7,650,95114,4555.5%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$6,776,576298,5284.9%ETFIEFAiShares Core MSCI EAFE ETF$6,099,76778,1524.4%ETFAAPLApple$4,494,72819,2913.2%Computer and TechnologyVSGXVanguard ESG International Stock ETF$3,764,47061,2012.7%ETFCMFiShares California Muni Bond ETF$3,745,07664,4482.7%ETFCHGXAXS Change Finance ESG ETF$3,438,30489,3302.5%ETFWOMNImpact Shares YWCA Womens Empowerment ETF$3,307,77285,5492.4%ETFBIVVanguard Intermediate-Term Bond ETF$3,075,92339,2492.2%ETFBSVVanguard Short-Term Bond ETF$3,027,10938,4692.2%ETFNVDANVIDIA$2,894,60323,8342.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$2,478,44939,5351.8%ETFQQQInvesco QQQ$2,475,3345,0651.8%FinanceGLDSPDR Gold Shares$2,317,9919,5371.7%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$2,192,25330,4311.6%ManufacturingESGVVanguard ESG US Stock ETF$2,179,82321,4441.6%ETFVTWOVanguard Russell 2000 ETF$1,971,11022,0581.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,927,44539,6681.4%ETFIGROiShares International Dividend Growth ETF$1,871,16525,0861.3%ETFJQUAJPMorgan US Quality Factor ETF$1,800,49031,8281.3%ETFVTIVanguard Total Stock Market ETF$1,744,0876,1401.3%ETFVYMVanguard High Dividend Yield ETF$1,713,89713,3691.2%ETFVXUSVanguard Total International Stock ETF$1,584,71424,4781.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,531,29937,0951.1%ETFNUSCNuveen ESG Small-Cap ETF$1,434,45033,4841.0%ETFXMHQInvesco S&P MidCap Quality ETF$1,358,11213,2401.0%ETFMSFTMicrosoft$1,319,5513,0670.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,296,3382,2530.9%FinanceJSTCAdasina Social Justice All Cap Global ETF$1,101,49758,3730.8%ETFNACPImpact Shares NAACP Minority Empowerment ETF$1,081,46526,1500.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$995,72726,4470.7%ETFVXFVanguard Extended Market ETF$986,6525,4070.7%ETFBNDXVanguard Total International Bond ETF$970,16219,2950.7%ETFGOVTiShares U.S. Treasury Bond ETF$966,77241,2270.7%ETFGOOGLAlphabet$964,7445,8170.7%Computer and TechnologyJPMJPMorgan Chase & Co.$940,8924,4620.7%FinanceTIPiShares TIPS Bond ETF$920,9518,3370.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$865,79818,3390.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$822,65026,5200.6%ETFVEUVanguard FTSE All-World ex-US ETF$791,93812,5700.6%ETFLRCXLam Research$764,0929340.5%Computer and TechnologyAMZNAmazon.com$719,2343,8600.5%Retail/WholesaleSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$700,50127,8420.5%ManufacturingVNQVanguard Real Estate ETF$695,6617,0820.5%ETFIWMiShares Russell 2000 ETF$683,9683,0960.5%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$668,5187,2820.5%ETFTLTiShares 20+ Year Treasury Bond ETF$648,0836,6060.5%ETFNULGNuveen ESG Large-Cap Growth ETF$635,9697,6970.5%ETFWMGWarner Music Group$559,34717,8710.4%Consumer DiscretionaryREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$508,3976,1870.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$504,6978,3530.4%ETFVIGVanguard Dividend Appreciation ETF$494,6752,4870.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$493,5665,9360.4%ManufacturingGOOGAlphabet$484,9792,9010.3%Computer and TechnologyVUGVanguard Growth ETF$457,0661,1900.3%ETFVVisa$436,9941,5890.3%Business ServicesVHTVanguard Health Care ETF$415,7051,4670.3%ETFPFFiShares Preferred and Income Securities ETF$410,26012,3460.3%ETFIGViShares Expanded Tech-Software Sector ETF$406,4214,5480.3%ETFBLVVanguard Long-Term Bond ETF$362,2994,8200.3%ETFEFGiShares MSCI EAFE Growth ETF$354,3843,2920.3%ETFIYWiShares U.S. Technology ETF$352,3762,3240.3%ManufacturingVFHVanguard Financials ETF$350,4503,1730.3%ETFIAUMiShares Gold Trust Micro$309,15311,7770.2%Finance, Insurance, And Real EstateXLIIndustrial Select Sector SPDR Fund$297,4902,1960.2%ETFCRMSalesforce$279,8371,0210.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$274,6421,5760.2%Computer and TechnologyHEZUiShares Currency Hedged MSCI EMU ETF$270,2167,3510.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$264,5662,2120.2%ETFNSCNorfolk Southern$260,1661,0470.2%TransportationMETAMeta Platforms$242,7624240.2%Computer and TechnologyCOSTCostco Wholesale$237,9212680.2%Retail/WholesaleIYCiShares U.S. Consumer Discretionary ETF$225,6642,5660.2%ETFVWOVanguard FTSE Emerging Markets ETF$218,4354,5650.2%ETFVGTVanguard Information Technology ETF$212,4383620.2%ETFINTUIntuit$206,6153330.1%Computer and TechnologyIYHiShares U.S. Healthcare ETF$205,1143,1560.1%ETFTSLATesla$204,8567830.1%Auto/Tires/TrucksMINMFS Intermediate Income Trust$27,50010,1100.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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