West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/5/5 申報。只含多頭部位。
- 持股檔數
- 61
- 2021 年第 3 季沒有申報
- 總值
- $2.66 億
- 2021 年第 3 季沒有申報
West Wealth Group, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 418,309 | $4,514 萬 | 17.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 773,161 | $4,317 萬 | 16.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 403,584 | $2,034 萬 | 7.7% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 177,964 | $1,963 萬 | 7.4% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 598,827 | $1,598 萬 | 6.0% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 252,128 | $1,335 萬 | 5.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 159,253 | $1,002 萬 | 3.8% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 86,243 | $944.1 萬 | 3.6% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 184,595 | $933.1 萬 | 3.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 87,354 | $894.5 萬 | 3.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 195,692 | $721.1 萬 | 2.7% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 59,544 | $683.6 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 37,598 | $667.6 萬 | 2.5% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 106,609 | $591.6 萬 | 2.2% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 69,892 | $559.5 萬 | 2.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 182,363 | $546.5 萬 | 2.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 54,831 | $443.5 萬 | 1.7% | – | – | – |
| iShares Tr464288588 | MBS ETF | 34,339 | $368.9 萬 | 1.4% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 22,857 | $339.2 萬 | 1.3% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 83,499 | $257.8 萬 | 1.0% | – | – | – |
| BABoeing Co | Stock | 7,573 | $152.4 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,401 | $148.0 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,074 | $103.4 萬 | 0.4% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 20,348 | $102.7 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 293 | $97.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 12,275 | $89.3 萬 | 0.3% | – | – | – |
| SRESempra | Stock | 5,147 | $68.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,470 | $60.1 萬 | 0.2% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,668 | $58.2 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,133 | $57.1 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,329 | $55.1 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,160 | $48.9 萬 | 0.2% | – | – | 歷史 |
| FFWMFirst Foundation Inc. | COM | 19,591 | $48.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,059 | $46.2 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,476 | $43.4 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 9,007 | $43.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,790 | $38.0 萬 | 0.1% | – | – | – |
| Atlas CorpY0436Q109 | SHARES | 23,175 | $32.8 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,055 | $31.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 629 | $30.0 萬 | 0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 6,693 | $28.6 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 97 | $28.0 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 772 | $28.0 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,342 | $27.4 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 4,481 | $26.4 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,939 | $26.2 萬 | 0.1% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 5,000 | $26.1 萬 | 0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 869 | $25.4 萬 | 0.1% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 32,104 | $25.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 4,998 | $24.7 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,699 | $24.5 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 725 | $24.3 萬 | 0.1% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4,386 | $24.2 萬 | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 358 | $23.8 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,471 | $23.3 萬 | 0.1% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,368 | $22.5 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 467 | $22.2 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,050 | $21.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 5,300 | $20.9 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 4,691 | $20.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 1,873 | $20.4 萬 | 0.1% | – | – | – |