West Wealth Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Irvine, CA
CIK
0001923591
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 84 308,579 IVW, IVE, SPLG, DYNF 13F-HR 10/23/2024 000117266124004332
Q2 2024 81 282,825 IVW, SPLG, IVE, DYNF 13F-HR 8/1/2024 000117266124003028
Q1 2024 79 269,918 SPLG, IVW, IVE, EFV 13F-HR 5/8/2024 000117266124002089
Q4 2023 83 253,633 SPLG, QUAL, EFV, ESGU 13F-HR 1/18/2024 000117266124000260
Q3 2023 76 229,148 SPLG, EFV, QUAL, EFG 13F-HR 10/6/2023 000117266123003311
Q2 2023 74 236,374 SPLG, QUAL, EFG, ESGU 13F-HR 7/26/2023 000117266123002619
Q1 2023 71 216,019 SPLG, QUAL, EFG, ESGU 13F-HR 4/6/2023 000117266123001587
Q4 2022 74 201,174 SPLG, ESGU, EFV, EFG 13F-HR 1/23/2023 000117266123000259
Q3 2022 60 197,225 SPLG, ESGU, EFV, EFG 13F-HR 10/21/2022 000160658722001955
Q2 2022 66 215,787 SPLG, ESGU, EFV, GOVT 13F-HR 7/27/2022 000160658722001494
Q1 2022 63 251,760 SPLG, ESGU, EFV, GOVT 13F-HR 5/5/2022 000160658722000955
Q4 2021 61 265,793 ESGU, SPLG, EFV, EFG 13F-HR 5/5/2022 000160658722000945