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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464287226

Shares:19.3K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$149.8M)

922908769

VTI|922908769

Shares:6.2K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

46435U663

Shares:44.2K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

46435G524

Shares:22.8K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

46641Q761

Shares:28.9K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$149.8M)

921946406

VYM|921946406

Shares:12.6K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$149.8M)

921909768

VXUS|921909768

Shares:25.0K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$149.8M)

464287200

IVV|464287200

Shares:2.7K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$149.8M)

46137V472

Shares:14.8K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$149.8M)

67092P607

Shares:35.0K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

MICROSOFT CORP

MSFT|594918104

Shares:3.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.5K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.8M)

886364876

Shares:58.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.8M)

45259A209

Shares:26.1K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.8M)

92203J407

BNDX|92203J407

Shares:20.1K

Value:$981.7K

% of Portfolio:0.7% ($981.7K/$149.8M)

78464A375

Shares:29.2K

Value:$969.3K

% of Portfolio:0.6% ($969.3K/$149.8M)

464288679

Shares:8.8K

Value:$967.1K

% of Portfolio:0.6% ($967.1K/$149.8M)

922908652

VXF|922908652

Shares:5.6K

Value:$958.5K

% of Portfolio:0.6% ($958.5K/$149.8M)

AMAZON COM INC

AMZN|023135106

Shares:4.9K

Value:$936.3K

% of Portfolio:0.6% ($936.3K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	19.3K	QoQ -80.69% (-80.5K) YoY NEW(+19.3K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$149.8M)	QoQ -80.29% (-$7.8M) YoY NEW(+$1.9M)
(VTIcusip922908769)	6.2K	QoQ +0.64% (-40) YoY NEW(+6.2K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ -4.54% (-$81.4K) YoY NEW(+$1.7M)
(cusip46435U663)✕	44.2K	QoQ NEW(+44.2K) YoY NEW(+44.2K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip46435G524)✕	22.8K	QoQ -3.11% (-733) YoY NEW(+22.8K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ +3.27% (-$52.4K) YoY NEW(+$1.7M)
(cusip46641Q761)✕	28.9K	QoQ +0.27% (-80) YoY NEW(+28.9K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$149.8M)	QoQ -1.12% (-$18.6K) YoY NEW(+$1.6M)
(VYMcusip921946406)	12.6K	QoQ -3.93% (-517) YoY NEW(+12.6K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$149.8M)	QoQ -2.90% (-$48.7K) YoY NEW(+$1.6M)
(VXUScusip921909768)	25.0K	QoQ +0.30% (+75) YoY NEW(+25.0K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$149.8M)	QoQ +5.69% (+$83.6K) YoY NEW(+$1.6M)
(IVVcusip464287200)	2.7K	QoQ -83.41% (-13.4K) YoY NEW(+2.7K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$149.8M)	QoQ -84.17% (-$8.0M) YoY NEW(+$1.5M)
(cusip46137V472)✕	14.8K	QoQ +1.32% (-194) YoY NEW(+14.8K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$149.8M)	QoQ -5.81% (-$83.8K) YoY NEW(+$1.4M)
(cusip67092P607)✕	35.0K	QoQ +3.42% (-1.2K) YoY NEW(+35.0K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ -5.32% (-$75.5K) YoY NEW(+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	3.5K	QoQ +14.63% (+444) YoY NEW(+3.5K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ +2.08% (+$26.7K) YoY NEW(+$1.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.3K	QoQ +1.68% (-38) YoY NEW(+2.3K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ -3.00% (-$39.9K) YoY NEW(+$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.5K	QoQ +0.47% (+21) YoY NEW(+4.5K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.8M)	QoQ +2.80% (+$29.9K) YoY NEW(+$1.1M)
(cusip886364876)✕	58.6K	QoQ 0.00% (-0) YoY NEW(+58.6K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.8M)	QoQ -1.44% (-$15.6K) YoY NEW(+$1.1M)
(cusip45259A209)✕	26.1K	QoQ 0.00% (-0) YoY NEW(+26.1K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.8M)	QoQ -2.53% (-$27.1K) YoY NEW(+$1.0M)
(BNDXcusip92203J407)	20.1K	QoQ -3.12% (-649) YoY NEW(+20.1K)	All Managers (Combined)	$981.7K	0.7% ($981.7K/$149.8M)	QoQ -3.58% (-$36.5K) YoY NEW(+$981.7K)
(cusip78464A375)✕	29.2K	QoQ +3.82% (+1.1K) YoY NEW(+29.2K)	All Managers (Combined)	$969.3K	0.6% ($969.3K/$149.8M)	QoQ +5.34% (+$49.2K) YoY NEW(+$969.3K)
(cusip464288679)✕	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$967.1K	0.6% ($967.1K/$149.8M)	QoQ NEW(+$967.1K) YoY NEW(+$967.1K)
(VXFcusip922908652)	5.6K	QoQ +7.35% (-381) YoY NEW(+5.6K)	All Managers (Combined)	$958.5K	0.6% ($958.5K/$149.8M)	QoQ -2.66% (-$26.3K) YoY NEW(+$958.5K)
AMAZON COM INC(AMZNcusip023135106)	4.9K	QoQ +29.77% (+1.1K) YoY NEW(+4.9K)	All Managers (Combined)	$936.3K	0.6% ($936.3K/$149.8M)	QoQ +12.54% (+$104.3K) YoY NEW(+$936.3K)