Top 50 Westfuller Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 10.35% | 250.7K | $25.2M | +171.69%(+158.40K) | $100.59(-0.06%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 3.59% | 13.9K | $8.7M | +1.35%(+185) | $516.16(+24.66%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.42% | 30.6K | $8.3M | -0.60%(-185) | $224.26(+18.81%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 3.19% | 41.6K | $7.8M | +30.23%(+9.66K) | $146.98(+35.30%) | 2025-12-31 | |
| NUBD | NUSHARES ETF TR | 2.9% | 315.0K | $7.0M | +1.33%(+4.14K) | $22.26(+0.23%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 2.77% | 29.2K | $6.7M | -6.96%(-2.18K) | $205.44(+20.96%) | 2025-12-31 | |
| GOVT | ISHARES TR | 2.62% | 276.8K | $6.4M | +4.34%(+11.52K) | $23.09(-0.67%) | 2025-12-31 | |
| VSGX | VANGUARD WORLD FD | 2.45% | 83.3K | $6.0M | -3.72%(-3.21K) | $58.57(+32.46%) | 2025-12-31 | |
| ESGV | VANGUARD WORLD FD | 2.39% | 48.0K | $5.8M | +0.36%(+173) | $101.00(+21.18%) | 2025-12-31 | |
| IEFA | ISHARES TR | 2.26% | 61.3K | $5.5M | +19.01%(+9.80K) | $80.63(+19.59%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.15% | +19.61% |
| Top 20 Holdings Unweighted | +6.95% | +22.34% |
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