0001172661-23-001587.txt : 20230406 0001172661-23-001587.hdr.sgml : 20230406 20230406150048 ACCESSION NUMBER: 0001172661-23-001587 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230406 DATE AS OF CHANGE: 20230406 EFFECTIVENESS DATE: 20230406 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: 23805809 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 03-31-2023 03-31-2023 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 04-06-2023 0 71 216019583 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 248157 1557 SH SOLE 0 0 1557 AMAZON COM INC COM 023135106 1373447 13297 SH SOLE 0 0 13297 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 218980 11459 SH SOLE 0 0 11458 APPLE INC COM 037833100 7174257 43507 SH SOLE 0 0 43506 AT&T INC COM 00206R102 202039 10496 SH SOLE 0 0 10495 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259058 839 SH SOLE 0 0 839 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 334573 7396 SH SOLE 0 0 7395 BOEING CO COM 097023105 1689557 7953 SH SOLE 0 0 7953 BROADCOM INC COM 11135F101 596516 930 SH SOLE 0 0 929 CLEVELAND-CLIFFS INC NEW COM 185899101 190045 10368 SH SOLE 0 0 10368 CSX CORP COM 126408103 217774 7274 SH SOLE 0 0 7273 DISNEY WALT CO COM 254687106 346632 3462 SH SOLE 0 0 3461 FIRST FNDTN INC COM 32026V104 150282 20172 SH SOLE 0 0 20172 HOME DEPOT INC COM 437076102 411910 1396 SH SOLE 0 0 1395 IRON MTN INC DEL COM 46284V101 264550 5000 SH SOLE 0 0 5000 ISHARES INC CORE MSCI EMKT 46434G103 12717357 260655 SH SOLE 0 0 260655 ISHARES INC ESG AWR MSCI EM 46434G863 259035 8229 SH SOLE 0 0 8228 ISHARES TR MSCI KLD400 SOC 464288570 373615 4791 SH SOLE 0 0 4790 ISHARES TR ESG AW MSCI EAFE 46435G516 222465 3097 SH SOLE 0 0 3096 ISHARES TR AGGRES ALLOC ETF 464289859 354776 5579 SH SOLE 0 0 5579 ISHARES TR FALN ANGLS USD 46435G474 488235 19321 SH SOLE 0 0 19320 ISHARES TR BROAD USD HIGH 46435U853 783095 22028 SH SOLE 0 0 22028 ISHARES TR EAFE GRWTH ETF 464288885 18716083 199787 SH SOLE 0 0 199787 ISHARES TR ESG AWR MSCI USA 46435G425 13952652 154258 SH SOLE 0 0 154258 ISHARES TR ESG MSCI USA ETF 46436E767 364819 11032 SH SOLE 0 0 11031 ISHARES TR US INFRASTRUC 46435U713 2096411 56174 SH SOLE 0 0 56173 ISHARES TR EAFE VALUE ETF 464288877 13040957 268719 SH SOLE 0 0 268719 ISHARES TR ESG EAFE ETF 46436E759 214524 3600 SH SOLE 0 0 3600 ISHARES TR 0-5YR HI YL CP 46434V407 795052 19075 SH SOLE 0 0 19075 ISHARES TR US TREAS BD ETF 46429B267 5663248 242226 SH SOLE 0 0 242226 ISHARES TR 10-20 YR TRS ETF 464288653 1796554 15685 SH SOLE 0 0 15684 ISHARES TR MBS ETF 464288588 5863685 61899 SH SOLE 0 0 61898 ISHARES TR CORE S&P500 ETF 464287200 243441 592 SH SOLE 0 0 592 ISHARES TR U.S. TECH ETF 464287721 8978305 96739 SH SOLE 0 0 96738 ISHARES TR MSCI USA VALUE 46432F388 390128 4214 SH SOLE 0 0 4213 ISHARES TR MSCI USA MIN VOL 46429B697 6043904 83089 SH SOLE 0 0 83089 ISHARES TR MSCI USA QLT FCT 46432F339 25649337 206741 SH SOLE 0 0 206741 ISHARES TR CORE TOTAL USD 46434V613 7283616 157825 SH SOLE 0 0 157824 ISHARES TR JPMORGAN USD EMG 464288281 688785 7983 SH SOLE 0 0 7983 LAM RESEARCH CORP COM 512807108 217185 410 SH SOLE 0 0 409 LOCKHEED MARTIN CORP COM 539830109 356646 754 SH SOLE 0 0 754 MCDONALDS CORP COM 580135101 715232 2558 SH SOLE 0 0 2557 MICROSOFT CORP COM 594918104 1963057 6809 SH SOLE 0 0 6809 NVIDIA CORPORATION COM 67066G104 554109 1995 SH SOLE 0 0 1994 PEPSICO INC COM 713448108 203940 1119 SH SOLE 0 0 1118 PROCTER AND GAMBLE CO COM 742718109 481857 3241 SH SOLE 0 0 3240 ROCKWELL AUTOMATION INC COM 773903109 500691 1706 SH SOLE 0 0 1706 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10110432 215528 SH SOLE 0 0 215528 SELECT SECTOR SPDR TR ENERGY 81369Y506 240185 2900 SH SOLE 0 0 2899 SEMPRA COM 816851109 807590 5343 SH SOLE 0 0 5342 SOUTHWEST AIRLS CO COM 844741108 222724 6845 SH SOLE 0 0 6844 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 272044 7936 SH SOLE 0 0 7935 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 347743 6384 SH SOLE 0 0 6384 SPDR SER TR PORTFOLIO LN TSR 78464A664 475817 15409 SH SOLE 0 0 15408 SPDR SER TR BBG CONV SEC ETF 78464A359 214137 3193 SH SOLE 0 0 3192 SPDR SER TR BLOOMBERG INTL 78464A151 260549 9129 SH SOLE 0 0 9129 SPDR SER TR ICE PFD SEC ETF 78464A292 616769 18162 SH SOLE 0 0 18161 SPDR SER TR BLOOMBERG EMERGI 78464A391 474224 22348 SH SOLE 0 0 22347 SPDR SER TR DJ REIT ETF 78464A607 211987 2388 SH SOLE 0 0 2387 SPDR SER TR BLOOMBERG HIGH Y 78468R622 515535 5554 SH SOLE 0 0 5554 SPDR SER TR PORTFOLIO S&P500 78464A854 50995615 1059099 SH SOLE 0 0 1059098 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 443097 10687 SH SOLE 0 0 10687 STARBUCKS CORP COM 855244109 204319 1962 SH SOLE 0 0 1962 TESLA INC COM 88160R101 1454917 7013 SH SOLE 0 0 7013 UNITEDHEALTH GROUP INC COM 91324P102 281125 595 SH SOLE 0 0 594 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 501520 1334 SH SOLE 0 0 1333 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 543374 3528 SH SOLE 0 0 3528 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 491982 4663 SH SOLE 0 0 4663 VERIZON COMMUNICATIONS INC COM 92343V104 231526 5953 SH SOLE 0 0 5953 WALMART INC COM 931142103 236683 1605 SH SOLE 0 0 1605 WELLS FARGO CO NEW COM 949746101 215116 5755 SH SOLE 0 0 5754