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| Name: |
West Wealth Group LLC |
| City: |
Irvine |
| State: |
CA |
| Zip: |
92614 |
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data |
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| Holdings
Found :
17 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVE |
iShares S&P 500/BARRA Value |
3 |
New |
$182.74 |
$29,009,000 |
155,284 |
10.75% |
29,009,000 |
155,284 |
0.11 |
Closed - End Fund - E... |
|
|
DYNF |
Blackrock Us Equity Factor ... |
5 |
New |
$45.09 |
$14,667,000 |
330,337 |
5.43% |
14,667,000 |
330,337 |
3.67 |
N/A |
|
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JQUA |
Jpmorgan Us Quality Factor Etf |
6 |
New |
$0.00 |
$14,381,000 |
272,008 |
5.33% |
14,381,000 |
272,008 |
0.302 |
N/A |
|
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CMF |
iShares S&P CA AMT-Free Mun... |
12 |
New |
$56.56 |
$7,368,000 |
128,045 |
2.73% |
7,368,000 |
128,045 |
0.142 |
N/A |
|
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DBEF |
Xtrackers MSCI EAFE Hedged ... |
14 |
New |
$41.64 |
$4,172,000 |
101,930 |
1.55% |
4,172,000 |
101,930 |
0.09 |
N/A |
|
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BINC |
Blackrock Flexible Income Etf |
23 |
New |
$0.00 |
$1,802,000 |
34,344 |
0.67% |
1,802,000 |
34,344 |
0.038 |
N/A |
|
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MGC |
Vanguard Mega Cap 300 Index... |
24 |
New |
$185.36 |
$1,780,000 |
9,525 |
0.66% |
1,780,000 |
9,525 |
0.039 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
28 |
New |
$106.69 |
$1,404,000 |
12,888 |
0.52% |
1,404,000 |
12,888 |
0.003 |
Closed - End Fund - E... |
|
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TLH |
iShares Barclays 10-20 Year... |
29 |
New |
$101.81 |
$1,370,000 |
13,047 |
0.51% |
1,370,000 |
13,047 |
0.014 |
Closed - End Fund - E... |
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IPE |
Spdr Barclays Capital Tips Etf |
32 |
New |
$25.32 |
$1,140,000 |
44,510 |
0.42% |
1,140,000 |
44,510 |
0.02 |
Closed - End Fund - E... |
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DGRO |
iShares Core Dividend Growth |
39 |
New |
$57.48 |
$761,000 |
13,114 |
0.28% |
761,000 |
13,114 |
0.004 |
N/A |
|
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IGRO |
Ishares International Divid... |
48 |
New |
$0.00 |
$451,000 |
6,693 |
0.17% |
451,000 |
6,693 |
0.074 |
N/A |
|
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JEPI |
Jpmorgan Equity Premium Inc... |
50 |
New |
$0.00 |
$422,000 |
7,290 |
0.16% |
422,000 |
7,290 |
0.001 |
N/A |
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SUB |
iShares S&P S/T Natnl AMT-F... |
56 |
New |
$104.24 |
$360,000 |
3,438 |
0.13% |
360,000 |
3,438 |
0.004 |
Closed - End Fund - Debt |
|
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FB |
Meta Platforms Inc |
72 |
New |
$465.78 |
$247,000 |
509 |
0.09% |
247,000 |
509 |
0 |
Internet Service Prov... |
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VZ |
Verizon Communications Inc |
76 |
New |
$39.43 |
$203,000 |
4,845 |
0.08% |
203,000 |
4,845 |
0 |
Telecom Services - Do... |
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LUV |
Southwest Airlines Co |
77 |
New |
$26.65 |
$201,000 |
6,883 |
0.07% |
201,000 |
6,883 |
0.001 |
Regional Airlines |
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