Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SHY | ISHARES TR | — | 5,646.0 | $466K | 0.20% | -56.0 | -1.0% | $82.58 | -1.1% |
| 82 | VUG | VANGUARD INDEX FDS | — | 1,033.0 | $451K | 0.20% | -33.0 | -3.1% | $436.74 | -79.7% |
| 83 | V | VISA INC | Financial Services | 1,492.0 | $451K | 0.20% | -1K | -44.0% | $302.33 | +24.1% |
| 84 | VGIT | VANGUARD SCOTTSDALE FDS | — | 7,567.0 | $451K | 0.19% | +117.0 | +1.6% | $59.55 | -2.7% |
| 85 | TIP | ISHARES TR | — | 4,056.0 | $448K | 0.19% | -2K | -33.5% | $110.36 | -3.1% |
| 86 | HD | HOME DEPOT INC | Consumer Cyclical | 1,360.0 | $447K | 0.19% | +35.0 | +2.6% | $328.80 | -2.4% |
| 87 | CSCO | CISCO SYS INC | Technology | 5,758.0 | $447K | 0.19% | -167.0 | -2.8% | $77.59 | +40.7% |
| 88 | CMCSA | COMCAST CORP NEW | Communication Services | 15,191.0 | $436K | 0.19% | -148.0 | -1.0% | $28.71 | -7.7% |
| 89 | IYW | ISHARES TR | — | 2,330.0 | $423K | 0.18% | — | — | $181.40 | +39.6% |
| 90 | EFA | ISHARES TR | — | 4,246.0 | $412K | 0.18% | +2K | +55.0% | $97.13 | +11.5% |
| 91 | MRK | MERCK & CO INC | Healthcare | 3,061.0 | $371K | 0.16% | +54.0 | +1.8% | $121.12 | +24.1% |
| 92 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,706.0 | $367K | 0.16% | -148.0 | -8.0% | $215.07 | +12.5% |
| 93 | EFG | ISHARES TR | — | 3,292.0 | $367K | 0.16% | — | — | $111.37 | +11.8% |
| 94 | AMAT | APPLIED MATLS INC | Technology | 1,067.0 | $365K | 0.16% | -194.0 | -15.4% | $341.94 | +33.0% |
| 95 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,816.0 | $359K | 0.15% | -40.0 | -2.2% | $197.89 | +15.1% |
| 96 | VFH | VANGUARD WORLD FD | — | 2,934.0 | $355K | 0.15% | -279.0 | -8.7% | $120.83 | +17.6% |
| 97 | — | ANGLOGOLD ASHANTI PLC | — | 3,632.0 | $354K | 0.15% | -66.0 | -1.8% | $97.36 | — |
| 98 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,227.0 | $352K | 0.15% | +22.0 | +1.8% | $287.08 | +14.8% |
| 99 | BN | BROOKFIELD CORP | Financial Services | 8,641.0 | $350K | 0.15% | — | — | $40.47 | -0.4% |
| 100 | CB | CHUBB LTD SWITZ | Financial Services | 1,061.0 | $347K | 0.15% | -445.0 | -29.6% | $327.01 | +4.5% |
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
33.2%
Financial Services
23.8%
Consumer Cyclical
10.3%
Communication Services
8.3%
Healthcare
8.1%
Industrials
6.3%
Consumer Defensive
3.1%
Utilities
2.5%
Basic Materials
2.0%
Real Estate
1.2%