Chief Compliance Officer

0001085146-24-005423.txt : 20241107 0001085146-24-005423.hdr.sgml : 20241107 20241107121018 ACCESSION NUMBER: 0001085146-24-005423 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241107 DATE AS OF CHANGE: 20241107 EFFECTIVENESS DATE: 20241107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westfuller Advisors, LLC CENTRAL INDEX KEY: 0002024115 ORGANIZATION NAME: IRS NUMBER: 273604985 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24427 FILM NUMBER: 241434205 BUSINESS ADDRESS: STREET 1: 1185 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-542-5851 MAIL ADDRESS: STREET 1: 1185 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002024115 XXXXXXXX 09-30-2024 09-30-2024 false Westfuller Advisors, LLC

1185 AVENUE OF THE AMERICAS 3RD FLOOR NEW YORK NY 10036

13F HOLDINGS REPORT 028-24427 000155054 801-111864 N Michael Dziura Chief Compliance Officer 610-764-6960 /s/Michael Dziura Bala Cynwyd PA 11-07-2024 0 82 139294424 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 964744 5817 SH SOLE 0 0 5817 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 484979 2901 SH SOLE 0 0 2901 AMAZON COM INC COM 023135106 BBG001S5PQL7 719234 3860 SH SOLE 0 0 3860 APPLE INC COM 037833100 BBG001S5N8V8 4494728 19291 SH SOLE 0 0 19291 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 237921 268 SH SOLE 0 0 268 INTUIT COM 461202103 BBG001S6TWR2 206615 333 SH SOLE 0 0 333 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 BBG001SS30K9 1358112 13240 SH SOLE 0 0 13240 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2475334 5065 SH SOLE 0 0 5065 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 46144X107 BBG0166P2CZ6 3438304 89330 SH SOLE 0 0 89330 ISHARES GOLD TR SHARES REPRESENT 46436F103 BBG011K3SP01 309153 11777 SH SOLE 0 0 11777 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 15243297 151343 SH SOLE 0 0 151343 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 493566 5936 SH SOLE 0 0 5936 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 648083 6606 SH SOLE 0 0 6606 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 264566 2212 SH SOLE 0 0 2212 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 995727 26447 SH SOLE 0 0 26447 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 3745076 64448 SH SOLE 0 0 64448 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 2478449 39535 SH SOLE 0 0 39535 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 6099767 78152 SH SOLE 0 0 78152 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 8343940 14465 SH SOLE 0 0 14465 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 8981135 88685 SH SOLE 0 0 88685 ISHARES TR CUR HD EURZN ETF 46434V639 BBG006S5D517 270216 7351 SH SOLE 0 0 7351 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 354384 3292 SH SOLE 0 0 3292 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 1927445 39668 SH SOLE 0 0 39668 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 700501 27842 SH SOLE 0 0 27842 ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 2192253 30431 SH SOLE 0 0 30431 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 406421 4548 SH SOLE 0 0 4548 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 1871165 25086 SH SOLE 0 0 25086 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 410260 12346 SH SOLE 0 0 12346 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 683968 3096 SH SOLE 0 0 3096 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 920951 8337 SH SOLE 0 0 8337 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 352376 2324 SH SOLE 0 0 2324 ISHARES TR US CONSUM DISCRE 464287580 BBG001SFGXZ5 225664 2566 SH SOLE 0 0 2566 ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 205114 3156 SH SOLE 0 0 3156 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 966772 41227 SH SOLE 0 0 41227 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 BBG00J5DPW97 1800490 31828 SH SOLE 0 0 31828 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 940892 4462 SH SOLE 0 0 4462 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 764092 934 SH SOLE 0 0 934 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 242762 424 SH SOLE 0 0 424 MFS INTER INCOME TR SH BEN INT 55273C107 BBG001S5T6D6 27500 10110 SH SOLE 0 0 10110 MICROSOFT CORP COM 594918104 BBG001S5TD05 1319551 3067 SH SOLE 0 0 3067 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 260166 1047 SH SOLE 0 0 1047 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 822650 26520 SH SOLE 0 0 26520 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 BBG00FJ5GY57 635969 7697 SH SOLE 0 0 7697 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1434450 33484 SH SOLE 0 0 33484 NUSHARES ETF TR NUVEEN ESG US 67092P870 BBG00HTVKZ20 6776576 298528 SH SOLE 0 0 298528 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2894603 23834 SH SOLE 0 0 23834 PROSHARES TR S&P MDCP 400 DIV 74347B680 BBG0081VJCK3 508397 6187 SH SOLE 0 0 6187 SALESFORCE INC COM 79466L302 BBG001SDLP09 279837 1021 SH SOLE 0 0 1021 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 297490 2196 SH SOLE 0 0 2196 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 2317991 9537 SH SOLE 0 0 9537 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 1531299 37095 SH SOLE 0 0 37095 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1296338 2253 SH SOLE 0 0 2253 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 668518 7282 SH SOLE 0 0 7282 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 274642 1576 SH SOLE 0 0 1576 TESLA INC COM 88160R101 BBG001SQKGD7 204856 783 SH SOLE 0 0 783 TIDAL ETF TR ADASINA SOCIAL 886364876 BBG00YFSZ8G4 1101497 58373 SH SOLE 0 0 58373 TIDAL TRUST III NAACP MINO ETF 45259A209 BBG00LG05HV8 1081465 26150 SH SOLE 0 0 26150 TIDAL TRUST III YWCA WOMENS ETF 45259A100 BBG00LTSNR05 3307772 85549 SH SOLE 0 0 85549 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 3075923 39249 SH SOLE 0 0 39249 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 BBG001ST39S0 362299 4820 SH SOLE 0 0 4820 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 3027109 38469 SH SOLE 0 0 38469 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 970162 19295 SH SOLE 0 0 19295 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 986652 5407 SH SOLE 0 0 5407 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 457066 1190 SH SOLE 0 0 1190 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 695661 7082 SH SOLE 0 0 7082 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 7650951 14455 SH SOLE 0 0 14455 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1744087 6140 SH SOLE 0 0 6140 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 791938 12570 SH SOLE 0 0 12570 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 218435 4565 SH SOLE 0 0 4565 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 504697 8353 SH SOLE 0 0 8353 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 865798 18339 SH SOLE 0 0 18339 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 BBG001TCH7W0 1971110 22058 SH SOLE 0 0 22058 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 494675 2487 SH SOLE 0 0 2487 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1584714 24478 SH SOLE 0 0 24478 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1713897 13369 SH SOLE 0 0 13369 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 3764470 61201 SH SOLE 0 0 61201 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 2179823 21444 SH SOLE 0 0 21444 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 350450 3173 SH SOLE 0 0 3173 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 415705 1467 SH SOLE 0 0 1467 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 212438 362 SH SOLE 0 0 362 VISA INC COM CL A 92826C839 BBG001SRCFY3 436994 1589 SH SOLE 0 0 1589 WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9V3 559347 17871 SH SOLE 0 0 17871