Westfuller Advisors, LLC
760 holdingsFiling period: 2026-03-31Current AUM: $256.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 239.1K | $24.1M | $24.1M | 9.39% | -11,588 | 2026-03-31 |
| 2 | GOVT | ISHARES TR | 377.4K | $8.6M | $8.5M | 3.30% | +100.6K | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 14.1K | $8.4M | $9.7M | 3.76% | +137 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 43.5K | $7.6M | $8.7M | 3.40% | +1.9K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 29.3K | $7.4M | $9.1M | 3.53% | -1,247 | 2026-03-31 |
| 6 | NUBD | NUSHARES ETF TR | 317.0K | $7.0M | $6.9M | 2.69% | +2.0K | 2026-03-31 |
| 7 | IEFA | ISHARES TR | 64.9K | $5.9M | $6.4M | 2.49% | +3.6K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 27.7K | $5.8M | $7.5M | 2.93% | -1,467 | 2026-03-31 |
| 9 | AGG | ISHARES TR | 49.9K | $5.0M | $4.9M | 1.89% | +13.3K | 2026-03-31 |
| 10 | VSGX | VANGUARD WORLD FD | 64.5K | $4.6M | $5.2M | 2.01% | -18,792 | 2026-03-31 |
| 11 | GLD | SPDR GOLD TR | 9.5K | $4.1M | $3.5M | 1.37% | -779 | 2026-03-31 |
| 12 | CMF | ISHARES TR | 69.1K | $3.9M | $3.9M | 1.52% | +3.6K | 2026-03-31 |
| 13 | WOMN | TIDAL TRUST III | 86.9K | $3.4M | $3.8M | 1.49% | +273 | 2026-03-31 |
| 14 | IVV | ISHARES TR | 5.0K | $3.3M | $3.7M | 1.46% | +769 | 2026-03-31 |
| 15 | CHGX | EA SERIES TRUST | 111.7K | $3.0M | $3.6M | 1.42% | +2.7K | 2026-03-31 |
| 16 | CHGX | EA SERIES TRUST | 111.7K | $3.0M | $3.6M | 1.42% | +2.7K | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 10.3K | $2.9M | $3.7M | 1.42% | +12 | 2026-03-31 |
| 18 | ESGV | VANGUARD WORLD FD | 25.9K | $2.9M | $3.4M | 1.33% | -22,163 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $2.9M | $2.9M | 1.13% | +1 | 2026-03-31 |
| 20 | BIV | VANGUARD BD INDEX FDS | 36.0K | $2.8M | $2.7M | 1.06% | -1,376 | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 4.8K | $2.8M | $3.3M | 1.29% | -869 | 2026-03-31 |
| 22 | BSV | VANGUARD BD INDEX FDS | 35.4K | $2.8M | $2.7M | 1.07% | -4,294 | 2026-03-31 |
| 23 | JSTC | TIDAL TRUST I | 139.1K | $2.7M | $3.1M | 1.22% | +5.3K | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 9.3K | $2.7M | $3.3M | 1.29% | -1,808 | 2026-03-31 |
| 25 | DMXF | ISHARES TR | 32.4K | $2.4M | $2.7M | 1.06% | -- | 2026-03-31 |
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