Westfuller Advisors, LLC
CIK 2024115 · Holdings on Sep 30, 2024 · First reported Nov 7, 2024
Top ten holdings
Q3 2024- SGOV10.94%
- AGG6.45%
- IVV5.99%
- VOO5.49%
- NUBD4.86%
- IEFA4.38%
- AAPL3.23%
- VSGX2.70%
- CMF2.69%
- APPX2.47%
Share classes counted separately49.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $15.24M | 10.94% | 151.34K shares | Prior unavailable +151.34K | New | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $8.98M | 6.45% | 88.69K shares | Prior unavailable +88.69K | New | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.34M | 5.99% | 14.46K shares | Prior unavailable +14.46K | New | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $7.65M | 5.49% | 14.46K shares | Prior unavailable +14.46K | New | ↗▾ |
| 05 | NUBDNUVEEN ESG US AGGREGATE BONDNUVEEN ESG US View history and evidence | $6.78M | 4.86% | 298.53K shares | Prior unavailable +298.53K | New | ↗▾ |
| 06 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $6.10M | 4.38% | 78.15K shares | Prior unavailable +78.15K | New | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $4.49M | 3.23% | 19.29K shares | Prior unavailable +19.29K | New | ↗▾ |
| 08 | VSGXVANGUARD ESG INTL STOCK ETFESG INTL STK ETF View history and evidence | $3.76M | 2.70% | 61.20K shares | Prior unavailable +61.20K | New | ↗▾ |
| 09 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $3.75M | 2.69% | 64.45K shares | Prior unavailable +64.45K | New | ↗▾ |
| 10 | APPXTRADR 2X LONG APP DAILY ETFAXS CHANGE FINAN View history and evidence | $3.44M | 2.47% | 89.33K shares | Prior unavailable +89.33K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2024115 · Period Sep 30, 2024
Data loaded Sep 23, 2026 · First reported Nov 7, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 139294424
}Research all 82 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.