| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 76 | 229,148 | 13F-HR | 10/6/2023 | 000117266123003311 | West Wealth Group, LLC |
| Q2 2023 | 74 | 236,374 | 13F-HR | 7/26/2023 | 000117266123002619 | West Wealth Group, LLC |
| Q1 2023 | 71 | 216,019 | 13F-HR | 4/6/2023 | 000117266123001587 | West Wealth Group, LLC |
| Q4 2022 | 74 | 201,174 | 13F-HR | 1/23/2023 | 000117266123000259 | West Wealth Group, LLC |
| Q3 2022 | 60 | 197,225 | 13F-HR | 10/21/2022 | 000160658722001955 | West Wealth Group, LLC |
| Q2 2022 | 66 | 215,787 | 13F-HR | 7/27/2022 | 000160658722001494 | West Wealth Group, LLC |
| Q1 2022 | 63 | 251,760 | 13F-HR | 5/5/2022 | 000160658722000955 | West Wealth Group, LLC |
| Q4 2021 | 61 | 265,793 | 13F-HR | 5/5/2022 | 000160658722000945 | West Wealth Group, LLC |