Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BSV | VANGUARD BD INDEX FDS | — | 39,705.0 | $3.1M | 1.27% | NEW | — | $78.81 | -0.9% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 6,050.0 | $3.0M | 1.23% | NEW | — | $502.65 | — |
| 23 | CHGX | EA SERIES TRUST | — | 109,052.0 | $3.0M | 1.20% | NEW | — | $27.19 | +19.9% |
| 24 | BIV | VANGUARD BD INDEX FDS | — | 37,392.0 | $2.9M | 1.18% | NEW | — | $77.88 | -1.4% |
| 25 | IVV | ISHARES TR | — | 4,222.0 | $2.9M | 1.17% | NEW | — | $684.97 | +10.7% |
| 26 | JSTC | TIDAL TRUST I | — | 133,815.0 | $2.7M | 1.10% | NEW | — | $20.29 | +9.9% |
| 27 | AVGO | BROADCOM INC | Technology | 7,588.0 | $2.6M | 1.06% | NEW | — | $346.10 | +23.9% |
| 28 | NYF | ISHARES TR | — | 48,655.0 | $2.6M | 1.05% | NEW | — | $53.51 | +0.0% |
| 29 | LLY | ELI LILLY & CO | Healthcare | 2,287.0 | $2.5M | 0.99% | NEW | — | $1074.76 | +4.9% |
| 30 | DMXF | ISHARES TR | — | 32,379.0 | $2.4M | 0.98% | NEW | — | $75.16 | +11.0% |
| 31 | DGRO | ISHARES TR | — | 33,547.0 | $2.3M | 0.94% | NEW | — | $69.42 | +7.6% |
| 32 | JPM | JPMORGAN CHASE & CO. | Financial Services | 6,910.0 | $2.2M | 0.90% | NEW | — | $322.24 | -8.1% |
| 33 | VTI | VANGUARD INDEX FDS | — | 6,319.0 | $2.1M | 0.86% | NEW | — | $335.28 | +10.9% |
| 34 | VXUS | VANGUARD STAR FDS | — | 25,734.0 | $1.9M | 0.79% | NEW | — | $75.44 | +14.0% |
| 35 | SPY | SPDR S&P 500 ETF TR | Financial Services | 2,728.0 | $1.9M | 0.76% | NEW | — | $683.98 | +10.3% |
| 36 | IGRO | ISHARES TR | — | 22,165.0 | $1.8M | 0.74% | NEW | — | $82.77 | +6.9% |
| 37 | VMBS | VANGUARD SCOTTSDALE FDS | — | 37,526.0 | $1.8M | 0.71% | NEW | — | $47.08 | -0.5% |
| 38 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 2,009.0 | $1.8M | 0.71% | NEW | — | $878.84 | +14.2% |
| 39 | NUSC | NUSHARES ETF TR | — | 36,656.0 | $1.6M | 0.66% | NEW | — | $44.65 | +12.5% |
| 40 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 15,309.0 | $1.6M | 0.63% | NEW | — | $102.42 | +7.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.4%
Financial Services
22.9%
Communication Services
11.3%
Consumer Cyclical
10.8%
Healthcare
8.4%
Industrials
6.1%
Consumer Defensive
2.8%
Basic Materials
2.0%
Utilities
1.4%
Real Estate
1.1%