Westfuller-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "ACN",
  null,
  "SJT",
  null,
  "GOOGL",
  null,
  null,
  "INTU",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  null,
  "MSFT",
  "DUOL",
  null,
  "EFG",
  "VGIT",
  "VHT",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  "GLD",
  null,
  null,
  "TJX",
  "BIV",
  "VNQ",
  "HL",
  "VXF",
  "VWO",
  null,
  null,
  null,
  "VIG",
  "IEF",
  "TSM",
  null,
  "VYM",
  null,
  "WMG",
  "FTNT",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  "BLV",
  "VXUS",
  "VTWO",
  "BNDX",
  "VTEB",
  "BSV",
  "VOO",
  "V",
  null,
  "NSC",
  "NOK",
  "CRM",
  null,
  "MELI",
  "DGRO",
  "ADP",
  "CX",
  "CSCO",
  "COST",
  null,
  "QQQ",
  "IWM",
  "GOOG",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 98
Total Value: 149765937
Accession Number: 0001085146-25-002330
Form Type: 13F-HR
CIK: westfuller-advisors
Manager Name: Westfuller-Advisors

Data Enrichment

62% identified

61 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $149.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46436E718

Shares:174.8K

Value:$17.6M

% of Portfolio:11.7% ($17.6M/$149.8M)

921910733

ESGV|921910733

Shares:99.4K

Value:$9.7M

% of Portfolio:6.5% ($9.7M/$149.8M)

46435U549

Shares:172.6K

Value:$8.2M

% of Portfolio:5.5% ($8.2M/$149.8M)

922908363

VOO|922908363

Shares:15.3K

Value:$7.9M

% of Portfolio:5.2% ($7.9M/$149.8M)

921910725

VSGX|921910725

Shares:127.1K

Value:$7.5M

% of Portfolio:5.0% ($7.5M/$149.8M)

67092P870

Shares:304.9K

Value:$6.8M

% of Portfolio:4.5% ($6.8M/$149.8M)

46432F842

IEFA|46432F842

Shares:58.7K

Value:$4.4M

% of Portfolio:3.0% ($4.4M/$149.8M)

Apple Inc.

AAPL|037833100

Shares:19.8K

Value:$4.4M

% of Portfolio:2.9% ($4.4M/$149.8M)

464288356

Shares:64.5K

Value:$3.6M

% of Portfolio:2.4% ($3.6M/$149.8M)

45259A100

Shares:86.1K

Value:$3.3M

% of Portfolio:2.2% ($3.3M/$149.8M)

921937819

BIV|921937819

Shares:41.6K

Value:$3.2M

% of Portfolio:2.1% ($3.2M/$149.8M)

46144X107

Shares:83.6K

Value:$3.1M

% of Portfolio:2.1% ($3.1M/$149.8M)

921937827

BSV|921937827

Shares:38.7K

Value:$3.0M

% of Portfolio:2.0% ($3.0M/$149.8M)

46429B267

Shares:120.4K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$149.8M)

NVIDIA CORP

NVDA|67066G104

Shares:24.8K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$149.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:8.9K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$149.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.3K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$149.8M)

92206C771

Shares:46.0K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.8M)

46436E759

Shares:30.8K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.8M)

46434V621

DGRO|46434V621

Shares:33.2K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E718)✕	174.8K	QoQ +13.65% (+21.0K) YoY NEW(+174.8K)	All Managers (Combined)	$17.6M	11.7% ($17.6M/$149.8M)	QoQ +14.05% (+$2.2M) YoY NEW(+$17.6M)
(ESGVcusip921910733)	99.4K	QoQ +360.76% (+77.9K) YoY NEW(+99.4K)	All Managers (Combined)	$9.7M	6.5% ($9.7M/$149.8M)	QoQ +330.27% (+$7.5M) YoY NEW(+$9.7M)
(cusip46435U549)✕	172.6K	QoQ +329.51% (+132.4K) YoY NEW(+172.6K)	All Managers (Combined)	$8.2M	5.5% ($8.2M/$149.8M)	QoQ +339.13% (+$6.3M) YoY NEW(+$8.2M)
(VOOcusip922908363)	15.3K	QoQ +2.73% (-407) YoY NEW(+15.3K)	All Managers (Combined)	$7.9M	5.2% ($7.9M/$149.8M)	QoQ -2.01% (-$161.5K) YoY NEW(+$7.9M)
(VSGXcusip921910725)	127.1K	QoQ +116.71% (+68.4K) YoY NEW(+127.1K)	All Managers (Combined)	$7.5M	5.0% ($7.5M/$149.8M)	QoQ +125.42% (+$4.2M) YoY NEW(+$7.5M)
(cusip67092P870)✕	304.9K	QoQ +0.96% (+2.9K) YoY NEW(+304.9K)	All Managers (Combined)	$6.8M	4.5% ($6.8M/$149.8M)	QoQ +2.84% (+$187.1K) YoY NEW(+$6.8M)
(IEFAcusip46432F842)	58.7K	QoQ -40.42% (-39.8K) YoY NEW(+58.7K)	All Managers (Combined)	$4.4M	3.0% ($4.4M/$149.8M)	QoQ -35.87% (-$2.5M) YoY NEW(+$4.4M)
Apple Inc.(AAPLcusip037833100)	19.8K	QoQ +3.01% (-579) YoY NEW(+19.8K)	All Managers (Combined)	$4.4M	2.9% ($4.4M/$149.8M)	QoQ -8.62% (-$415.3K) YoY NEW(+$4.4M)
(cusip464288356)✕	64.5K	QoQ -0.01% (-7) YoY NEW(+64.5K)	All Managers (Combined)	$3.6M	2.4% ($3.6M/$149.8M)	QoQ -1.75% (-$64.8K) YoY NEW(+$3.6M)
(cusip45259A100)✕	86.1K	QoQ +0.26% (-227) YoY NEW(+86.1K)	All Managers (Combined)	$3.3M	2.2% ($3.3M/$149.8M)	QoQ -0.36% (-$12.1K) YoY NEW(+$3.3M)
(BIVcusip921937819)	41.6K	QoQ +5.27% (+2.1K) YoY NEW(+41.6K)	All Managers (Combined)	$3.2M	2.1% ($3.2M/$149.8M)	QoQ +7.87% (+$232.3K) YoY NEW(+$3.2M)
(cusip46144X107)✕	83.6K	QoQ +0.44% (-368) YoY NEW(+83.6K)	All Managers (Combined)	$3.1M	2.1% ($3.1M/$149.8M)	QoQ -2.58% (-$81.6K) YoY NEW(+$3.1M)
(BSVcusip921937827)	38.7K	QoQ +0.04% (+17) YoY NEW(+38.7K)	All Managers (Combined)	$3.0M	2.0% ($3.0M/$149.8M)	QoQ +1.35% (+$40.4K) YoY NEW(+$3.0M)
(cusip46429B267)✕	120.4K	QoQ +6.43% (+7.3K) YoY NEW(+120.4K)	All Managers (Combined)	$2.8M	1.8% ($2.8M/$149.8M)	QoQ +6.45% (+$167.8K) YoY NEW(+$2.8M)
NVIDIA CORP(NVDAcusip67066G104)	24.8K	QoQ +5.26% (-1.2K) YoY NEW(+24.8K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$149.8M)	QoQ -15.04% (-$475.3K) YoY NEW(+$2.7M)
SPDR GOLD TRUST(GLDcusip78463V107)	8.9K	QoQ +0.97% (+86) YoY NEW(+8.9K)	All Managers (Combined)	$2.6M	1.7% ($2.6M/$149.8M)	QoQ +20.17% (+$430.4K) YoY NEW(+$2.6M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.3K	QoQ +4.07% (-209) YoY NEW(+5.3K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$149.8M)	QoQ -4.39% (-$115.0K) YoY NEW(+$2.5M)
(cusip92206C771)✕	46.0K	QoQ +18.67% (+7.2K) YoY NEW(+46.0K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.8M)	QoQ +21.21% (+$372.5K) YoY NEW(+$2.1M)
(cusip46436E759)✕	30.8K	QoQ 0.00% (+0) YoY NEW(+30.8K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.8M)	QoQ +4.20% (+$83.9K) YoY NEW(+$2.1M)
(DGROcusip46434V621)	33.2K	QoQ -6.36% (-2.3K) YoY NEW(+33.2K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$149.8M)	QoQ -5.68% (-$123.6K) YoY NEW(+$2.0M)