Managing Member

0001172661-24-000260.txt : 20240118 0001172661-24-000260.hdr.sgml : 20240118 20240118085947 ACCESSION NUMBER: 0001172661-24-000260 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Wealth Group, LLC CENTRAL INDEX KEY: 0001923591 ORGANIZATION NAME: 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: 24540213 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 12-31-2023 12-31-2023 false West Wealth Group, LLC

2 Park Plaza Suite 280 Irvine CA 92614

13F HOLDINGS REPORT 028-22454 000316644 801-122438 N Brian Levy Managing Member 949-682-9105 /s/ Brian Levy Irvine CA 01-18-2024 0 83 253633519 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 230565 1488 SH SOLE 0 0 1488 ALPHABET INC CAP STK CL A 02079K305 267506 1915 SH SOLE 0 0 1915 ALPHABET INC CAP STK CL C 02079K107 273404 1940 SH SOLE 0 0 1940 AMAZON COM INC COM 023135106 1991326 13106 SH SOLE 0 0 13106 APPLE INC COM 037833100 9625500 49995 SH SOLE 0 0 49995 AT&T INC COM 00206R102 181757 10832 SH SOLE 0 0 10832 BANK AMERICA CORP COM 060505104 215835 6410 SH SOLE 0 0 6410 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296741 832 SH SOLE 0 0 832 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 760662 14533 SH SOLE 0 0 14533 BOEING CO COM 097023105 2038995 7822 SH SOLE 0 0 7822 BROADCOM INC COM 11135F101 1024211 918 SH SOLE 0 0 918 CLEVELAND-CLIFFS INC NEW COM 185899101 211715 10368 SH SOLE 0 0 10368 COSTCO WHSL CORP NEW COM 22160K105 300257 455 SH SOLE 0 0 455 CSX CORP COM 126408103 253824 7321 SH SOLE 0 0 7321 DISNEY WALT CO COM 254687106 213186 2361 SH SOLE 0 0 2361 FIRST FNDTN INC COM 32026V104 100067 10337 SH SOLE 0 0 10337 HOME DEPOT INC COM 437076102 532925 1538 SH SOLE 0 0 1538 IRON MTN INC DEL COM 46284V101 349900 5000 SH SOLE 0 0 5000 ISHARES INC CORE MSCI EMKT 46434G103 7859956 155397 SH SOLE 0 0 155397 ISHARES INC MSCI EMRG CHN 46434G764 3220374 58119 SH SOLE 0 0 58119 ISHARES TR MSCI KLD400 SOC 464288570 525536 5772 SH SOLE 0 0 5772 ISHARES TR MSCI USA QLT FCT 46432F339 20456643 139028 SH SOLE 0 0 139028 ISHARES TR MBS ETF 464288588 4833607 51378 SH SOLE 0 0 51378 ISHARES TR S&P 500 GRWT ETF 464287309 5483694 73019 SH SOLE 0 0 73019 ISHARES TR 20 YR TR BD ETF 464287432 3269865 33069 SH SOLE 0 0 33069 ISHARES TR GLOBAL ENERG ETF 464287341 1742431 44552 SH SOLE 0 0 44552 ISHARES TR EAFE VALUE ETF 464288877 18843803 361685 SH SOLE 0 0 361685 ISHARES TR MSCI USA MIN VOL 46429B697 3518753 45095 SH SOLE 0 0 45095 ISHARES TR EAFE GRWTH ETF 464288885 10747532 110971 SH SOLE 0 0 110971 ISHARES TR ROBOTICS ARTIF 46435U556 293457 8506 SH SOLE 0 0 8506 ISHARES TR US TREAS BD ETF 46429B267 907500 39388 SH SOLE 0 0 39388 ISHARES TR ESG MSCI USA ETF 46436E767 469937 11802 SH SOLE 0 0 11802 ISHARES TR JPMORGAN USD EMG 464288281 582162 6537 SH SOLE 0 0 6537 ISHARES TR TRS FLT RT BD 46434V860 4390770 86998 SH SOLE 0 0 86998 ISHARES TR MORTGE REL ETF 46435G342 210291 8914 SH SOLE 0 0 8914 ISHARES TR S&P 100 ETF 464287101 6310321 28248 SH SOLE 0 0 28248 ISHARES TR US INFRASTRUC 46435U713 2481397 61619 SH SOLE 0 0 61619 ISHARES TR AGGRES ALLOC ETF 464289859 410771 5949 SH SOLE 0 0 5949 ISHARES TR ESG AWR MSCI USA 46435G425 12467317 118827 SH SOLE 0 0 118827 ISHARES TR U.S. TECH ETF 464287721 7896387 64329 SH SOLE 0 0 64329 ISHARES TR MSCI USA VALUE 46432F388 425277 4204 SH SOLE 0 0 4204 ISHARES TR TIPS BD ETF 464287176 1065850 9916 SH SOLE 0 0 9916 ISHARES TR ESG EAFE ETF 46436E759 252262 3949 SH SOLE 0 0 3949 ISHARES TR CORE TOTAL USD 46434V613 6752221 146564 SH SOLE 0 0 146564 ISHARES TR CORE S&P500 ETF 464287200 359783 753 SH SOLE 0 0 753 JPMORGAN CHASE & CO COM 46625H100 216320 1272 SH SOLE 0 0 1272 LAM RESEARCH CORP COM 512807108 338148 432 SH SOLE 0 0 432 LOCKHEED MARTIN CORP COM 539830109 353021 779 SH SOLE 0 0 779 MARRIOTT INTL INC NEW CL A 571903202 1280830 5680 SH SOLE 0 0 5680 MCDONALDS CORP COM 580135101 649165 2189 SH SOLE 0 0 2189 MICROSOFT CORP COM 594918104 2604451 6926 SH SOLE 0 0 6926 NVIDIA CORPORATION COM 67066G104 909346 1836 SH SOLE 0 0 1836 PROCTER AND GAMBLE CO COM 742718109 488068 3331 SH SOLE 0 0 3331 PROLOGIS INC. COM 74340W103 813593 6103 SH SOLE 0 0 6103 ROCKWELL AUTOMATION INC COM 773903109 534158 1720 SH SOLE 0 0 1720 ROSS STORES INC COM 778296103 363135 2624 SH SOLE 0 0 2624 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 7836765 168099 SH SOLE 0 0 168099 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 1799587 40044 SH SOLE 0 0 40044 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 348298 4575 SH SOLE 0 0 4575 SEMPRA COM 816851109 818067 10947 SH SOLE 0 0 10947 SIENTRA INC COM 82621J204 9150 15000 SH SOLE 0 0 15000 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 388522 10929 SH SOLE 0 0 10929 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 657448 12291 SH SOLE 0 0 12291 SPDR S&P 500 ETF TR TR UNIT 78462F103 232890 490 SH SOLE 0 0 490 SPDR SER TR PORTFLI INTRMDIT 78464A672 360084 12608 SH SOLE 0 0 12608 SPDR SER TR PRTFLO S&P500 HI 78468R788 350076 8933 SH SOLE 0 0 8933 SPDR SER TR DJ REIT ETF 78464A607 443405 4652 SH SOLE 0 0 4652 SPDR SER TR BLOOMBERG EMERGI 78464A391 610908 28762 SH SOLE 0 0 28762 SPDR SER TR ICE PFD SEC ETF 78464A292 538844 16075 SH SOLE 0 0 16075 SPDR SER TR PORTFLI HIGH YLD 78468R606 576808 24671 SH SOLE 0 0 24671 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 251970 13554 SH SOLE 0 0 13554 SPDR SER TR PORTFOLIO SHORT 78464A474 240238 8067 SH SOLE 0 0 8067 SPDR SER TR BLOOMBERG EMG MK 78468R515 432425 17752 SH SOLE 0 0 17752 SPDR SER TR PORTFOLIO SH TSR 78468R101 360481 12409 SH SOLE 0 0 12409 SPDR SER TR BBG CONV SEC ETF 78464A359 367343 5091 SH SOLE 0 0 5091 SPDR SER TR PORTFOLIO LN TSR 78464A664 996219 34329 SH SOLE 0 0 34329 SPDR SER TR PORTFOLIO S&P500 78464A854 79082224 1414709 SH SOLE 0 0 1414709 SPDR SER TR BLOOMBERG INTL 78464A151 513560 17159 SH SOLE 0 0 17159 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 578352 13793 SH SOLE 0 0 13793 TESLA INC COM 88160R101 1735384 6984 SH SOLE 0 0 6984 UNITEDHEALTH GROUP INC COM 91324P102 427696 812 SH SOLE 0 0 812 WALMART INC COM 931142103 232904 1477 SH SOLE 0 0 1477 WELLS FARGO CO NEW COM 949746101 247363 5026 SH SOLE 0 0 5026