21 West Wealth Management LLC
63 holdingsFiling period: 2026-03-31Current AUM: $115.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JMUB | J P MORGAN EXCHANGE TRADED F | 153.4K | $7.7M | $7.6M | 6.59% | +3.6K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 12.3K | $7.3M | $8.4M | 7.28% | +186 | 2026-03-31 |
| 3 | MUB | ISHARES TR | 57.4K | $6.1M | $6.1M | 5.24% | -321 | 2026-03-31 |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 88.4K | $4.9M | $5.1M | 4.45% | -8,649 | 2026-03-31 |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 55.9K | $4.6M | $4.5M | 3.92% | +3.5K | 2026-03-31 |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 81.4K | $4.6M | $4.7M | 4.04% | -4,787 | 2026-03-31 |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | 85.1K | $4.0M | $4.0M | 3.45% | +16.8K | 2026-03-31 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 78.0K | $3.6M | $3.5M | 3.01% | +3.5K | 2026-03-31 |
| 9 | BOND | PIMCO ETF TR | 38.6K | $3.6M | $3.5M | 3.01% | +1.5K | 2026-03-31 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 15.4K | $3.3M | $3.7M | 3.18% | -2,382 | 2026-03-31 |
| 11 | SPDW | SPDR INDEX SHS FDS | 71.6K | $3.3M | $3.6M | 3.09% | -1,450 | 2026-03-31 |
| 12 | DFUS | DIMENSIONAL ETF TRUST | 41.9K | $3.0M | $3.4M | 2.95% | +664 | 2026-03-31 |
| 13 | CMF | ISHARES TR | 49.9K | $2.8M | $2.8M | 2.44% | +797 | 2026-03-31 |
| 14 | VIGI | VANGUARD WHITEHALL FDS | 31.8K | $2.8M | $3.1M | 2.67% | +269 | 2026-03-31 |
| 15 | VO | VANGUARD INDEX FDS | 9.2K | $2.6M | $3.0M | 2.57% | +6 | 2026-03-31 |
| 16 | SPMD | SPDR SERIES TRUST | 42.4K | $2.5M | $2.8M | 2.41% | -1,025 | 2026-03-31 |
| 17 | QEFA | SPDR INDEX SHS FDS | 26.5K | $2.5M | $2.6M | 2.28% | -885 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 12.6K | $2.2M | $2.5M | 2.18% | -210 | 2026-03-31 |
| 19 | IVV | ISHARES TR | 3.2K | $2.1M | $2.4M | 2.10% | -29 | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 3.1K | $2.0M | $2.3M | 1.99% | -37 | 2026-03-31 |
| 21 | VYM | VANGUARD WHITEHALL FDS | 13.1K | $1.9M | $2.1M | 1.84% | -1,481 | 2026-03-31 |
| 22 | STIP | ISHARES TR | 18.2K | $1.9M | $1.8M | 1.59% | -706 | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 7.0K | $1.8M | $2.1M | 1.79% | -94 | 2026-03-31 |
| 24 | SPSM | SPDR SERIES TRUST | 37.2K | $1.8M | $2.1M | 1.82% | -1,015 | 2026-03-31 |
| 25 | IJH | ISHARES TR | 23.9K | $1.6M | $1.8M | 1.56% | -- | 2026-03-31 |
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