0001172661-23-000259.txt : 20230123 0001172661-23-000259.hdr.sgml : 20230123 20230123152159 ACCESSION NUMBER: 0001172661-23-000259 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Wealth Group, LLC CENTRAL INDEX KEY: 0001923591 IRS NUMBER: 872478709 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22454 FILM NUMBER: 23544046 BUSINESS ADDRESS: STREET 1: 2 PARK PLAZA STREET 2: SUITE 280 CITY: IRVINE STATE: CA ZIP: 92614 BUSINESS PHONE: 949-682-9105 MAIL ADDRESS: STREET 1: 2 PARK PLAZA STREET 2: SUITE 280 CITY: IRVINE STATE: CA ZIP: 92614 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001923591 XXXXXXXX 12-31-2022 12-31-2022 false West Wealth Group, LLC

2 Park Plaza Suite 280 Irvine CA 92614

13F HOLDINGS REPORT 028-22454 000316644 801-122438 N Brian Levy 949-682-9105 /s/ Brian Levy Irvine CA 01-23-2023 0 74 201174991 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 324733 2009 SH SOLE 0 0 2009 ALPHABET INC CAP STK CL C 02079K107 216501 2440 SH SOLE 0 0 2440 AMAZON COM INC COM 023135106 1094184 13026 SH SOLE 0 0 13026 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 223630 10609 SH SOLE 0 0 10609 APPLE INC COM 037833100 5960037 45871 SH SOLE 0 0 45871 ATLAS CORP SHARES Y0436Q109 344767 22475 SH SOLE 0 0 22475 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296235 959 SH SOLE 0 0 959 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 307585 7251 SH SOLE 0 0 7251 BOEING CO COM 097023105 1515058 7953 SH SOLE 0 0 7953 BROADCOM INC COM 11135F101 517355 925 SH SOLE 0 0 925 CION INVT CORP COM 17259U204 99791 10235 SH SOLE 0 0 10235 CLEVELAND-CLIFFS INC NEW COM 185899101 167028 10368 SH SOLE 0 0 10368 CSX CORP COM 126408103 224490 7246 SH SOLE 0 0 7246 DISNEY WALT CO COM 254687106 309104 3558 SH SOLE 0 0 3558 FIRST FNDTN INC COM 32026V104 287038 20031 SH SOLE 0 0 20031 HOME DEPOT INC COM 437076102 435287 1378 SH SOLE 0 0 1378 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 10051588 436836 SH SOLE 0 0 436836 IRON MTN INC DEL COM 46284V101 249250 5000 SH SOLE 0 0 5000 ISHARES INC ESG AWR MSCI EM 46434G863 259067 8615 SH SOLE 0 0 8615 ISHARES TR ESG AWARE MSCI 46435U663 235532 7163 SH SOLE 0 0 7163 ISHARES TR FALN ANGLS USD 46435G474 483617 19651 SH SOLE 0 0 19651 ISHARES TR ESG AWR MSCI USA 46435G425 35488811 418747 SH SOLE 0 0 418747 ISHARES TR MSCI KLD400 SOC 464288570 442180 6159 SH SOLE 0 0 6159 ISHARES TR US INFRASTRUC 46435U713 2119326 58448 SH SOLE 0 0 58448 ISHARES TR CORE S&P SCP ETF 464287804 2968540 31367 SH SOLE 0 0 31367 ISHARES TR BROAD USD HIGH 46435U853 769719 22291 SH SOLE 0 0 22291 ISHARES TR EAFE GRWTH ETF 464288885 12574221 150122 SH SOLE 0 0 150122 ISHARES TR AGGRES ALLOC ETF 464289859 362390 6065 SH SOLE 0 0 6065 ISHARES TR ESG ADV TTL USD 46436E619 234494 5557 SH SOLE 0 0 5557 ISHARES TR MBS ETF 464288588 5647646 60891 SH SOLE 0 0 60891 ISHARES TR US TREAS BD ETF 46429B267 4195769 184673 SH SOLE 0 0 184673 ISHARES TR MSCI USA MMENTM 46432F396 4229741 28985 SH SOLE 0 0 28985 ISHARES TR 0-5YR HI YL CP 46434V407 3801130 92960 SH SOLE 0 0 92960 ISHARES TR U.S. TECH ETF 464287721 5269140 70736 SH SOLE 0 0 70736 ISHARES TR ESG EAFE ETF 46436E759 202644 3734 SH SOLE 0 0 3734 ISHARES TR CORE S&P500 ETF 464287200 223699 582 SH SOLE 0 0 582 ISHARES TR EAFE VALUE ETF 464288877 14446190 314869 SH SOLE 0 0 314869 ISHARES TR ESG MSCI USA ETF 46436E767 361561 11793 SH SOLE 0 0 11793 ISHARES TR MSCI USA MIN VOL 46429B697 4281308 59380 SH SOLE 0 0 59380 ISHARES TR 10-20 YR TRS ETF 464288653 2209280 20422 SH SOLE 0 0 20422 ISHARES TR MSCI USA VALUE 46432F388 384018 4214 SH SOLE 0 0 4214 ISHARES TR CONV BD ETF 46435G102 944711 13599 SH SOLE 0 0 13599 ISHARES TR JPMORGAN USD EMG 464288281 342050 4044 SH SOLE 0 0 4044 ISHARES TR CORE 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8799 SH SOLE 0 0 8799 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 221900 4233 SH SOLE 0 0 4233 SPDR SER TR PRTFLO S&P500 HI 78468R788 333276 8420 SH SOLE 0 0 8420 SPDR SER TR BLOOMBERG EMERGI 78464A391 283380 13783 SH SOLE 0 0 13783 SPDR SER TR ICE PFD SEC ETF 78464A292 501352 15276 SH SOLE 0 0 15276 SPDR SER TR BLOOMBERG HIGH Y 78468R622 210648 2341 SH SOLE 0 0 2341 SPDR SER TR PORTFOLIO S&P500 78464A854 47333702 1052328 SH SOLE 0 0 1052328 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 553764 13539 SH SOLE 0 0 13539 STARBUCKS CORP COM 855244109 206001 2077 SH SOLE 0 0 2077 TESLA INC COM 88160R101 700278 5685 SH SOLE 0 0 5685 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 466990 1329 SH SOLE 0 0 1329 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 541576 3567 SH SOLE 0 0 3567 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 506577 4681 SH SOLE 0 0 4681 VERIZON COMMUNICATIONS INC COM 92343V104 216418 5493 SH SOLE 0 0 5493 WALMART INC COM 931142103 236717 1669 SH SOLE 0 0 1669 WELLS FARGO CO NEW COM 949746101 332228 8046 SH SOLE 0 0 8046