| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2024 | 31.2% |
| ISHARES TR | 11 | Q2 2024 | 19.6% |
| ISHARES TR | 11 | Q2 2024 | 8.5% |
| ISHARES TR | 11 | Q2 2024 | 8.7% |
| ISHARES TR | 11 | Q2 2024 | 5.0% |
| APPLE INC COM | 11 | Q2 2024 | 3.8% |
| ISHARES U.S. TECHNOLOGY ETF | 11 | Q2 2024 | 4.6% |
| ISHARES U.S. TREASURY BOND ETF | 11 | Q2 2024 | 6.0% |
| ISHARES TR | 11 | Q2 2024 | 2.8% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 1.1% |
View West Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-06 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-27 |
View West Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.