Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位。
- 持股檔數
- 82
- 2024 年第 2 季沒有申報
- 總值
- $1.39 億
- 2024 年第 2 季沒有申報
Westfuller Advisors, LLC 沒有申報 2024 年第 2 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 Tr46436E718 | 0-3 MTH TREASURY | 151,343 | $1,524 萬 | 10.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 88,685 | $898.1 萬 | 6.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,465 | $834.4 萬 | 6.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,455 | $765.1 萬 | 5.5% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 298,528 | $677.7 萬 | 4.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 78,152 | $610.0 萬 | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 19,291 | $449.5 萬 | 3.2% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 61,201 | $376.4 萬 | 2.7% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,448 | $374.5 萬 | 2.7% | – | – | – |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 89,330 | $343.8 萬 | 2.5% | – | – | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 85,549 | $330.8 萬 | 2.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 39,249 | $307.6 萬 | 2.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,469 | $302.7 萬 | 2.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 23,834 | $289.5 萬 | 2.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 39,535 | $247.8 萬 | 1.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,065 | $247.5 萬 | 1.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,537 | $231.8 萬 | 1.7% | – | – | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 30,431 | $219.2 萬 | 1.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 21,444 | $218.0 萬 | 1.6% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 22,058 | $197.1 萬 | 1.4% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 39,668 | $192.7 萬 | 1.4% | – | – | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 25,086 | $187.1 萬 | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 31,828 | $180.0 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,140 | $174.4 萬 | 1.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,369 | $171.4 萬 | 1.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,478 | $158.5 萬 | 1.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 37,095 | $153.1 萬 | 1.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 33,484 | $143.4 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 13,240 | $135.8 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,067 | $132.0 萬 | 0.9% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,253 | $129.6 萬 | 0.9% | – | – | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 58,373 | $110.1 萬 | 0.8% | – | – | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $108.1 萬 | 0.8% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 26,447 | $99.6 萬 | 0.7% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,407 | $98.7 萬 | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 19,295 | $97.0 萬 | 0.7% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,227 | $96.7 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,817 | $96.5 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,462 | $94.1 萬 | 0.7% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 8,337 | $92.1 萬 | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 18,339 | $86.6 萬 | 0.6% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 26,520 | $82.3 萬 | 0.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,570 | $79.2 萬 | 0.6% | – | – | – |
| LRCXLam Research Corp | COM | 934 | $76.4 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,860 | $71.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 27,842 | $70.1 萬 | 0.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,082 | $69.6 萬 | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,096 | $68.4 萬 | 0.5% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,282 | $66.9 萬 | 0.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,606 | $64.8 萬 | 0.5% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,697 | $63.6 萬 | 0.5% | – | – | – |
| WMGWarner Music Group Corp. | COM CL A | 17,871 | $55.9 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,187 | $50.8 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,353 | $50.5 萬 | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,487 | $49.5 萬 | 0.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,936 | $49.4 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,901 | $48.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,190 | $45.7 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,589 | $43.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,467 | $41.6 萬 | 0.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,346 | $41.0 萬 | 0.3% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 4,548 | $40.6 萬 | 0.3% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,820 | $36.2 萬 | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $35.4 萬 | 0.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,324 | $35.2 萬 | 0.3% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,173 | $35.0 萬 | 0.3% | – | – | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 11,777 | $30.9 萬 | 0.2% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,196 | $29.7 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,021 | $28.0 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,576 | $27.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V639 | CUR HD EURZN ETF | 7,351 | $27.0 萬 | 0.2% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,212 | $26.5 萬 | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,047 | $26.0 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 424 | $24.3 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 268 | $23.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 2,566 | $22.6 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,565 | $21.8 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 362 | $21.2 萬 | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 333 | $20.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 3,156 | $20.5 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 783 | $20.5 萬 | 0.1% | – | – | 歷史 |
| MINAberdeen Intermediate Income Fund | SH BEN INT | 10,110 | $2.75 萬 | <0.1% | – | – | 歷史 |