0001606587-22-000945.txt : 20220506 0001606587-22-000945.hdr.sgml : 20220506 20220505125828 ACCESSION NUMBER: 0001606587-22-000945 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 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: 22895211 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 13F-HR LIVE false true false 0001923591 XXXXXXXX 12-31-2021 12-31-2021 false West Wealth Group, LLC

2 Park Plaza Suite 280 Irvine CA 92614

13F HOLDINGS REPORT 028-22454 N Brian Levy 949-682-9105 Brian Levy Irvine CA 04-28-2022 0 61 265793 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM COM 00287Y109 262 1939 SH SOLE NONE 0 0 1939 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 280 97 SH SOLE NONE 0 0 97 AMAZON COM INC COM COM 023135106 976 293 SH SOLE NONE 0 0 293 AMERICAN TOWER CORP NEW COM COM 03027X100 254 869 SH SOLE NONE 0 0 869 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 251 32104 SH SOLE NONE 0 0 32104 APPLE INC COM COM 037833100 6676 37598 SH SOLE NONE 0 0 37598 ATLAS CORP SHARES SHARES Y0436Q109 328 23175 SH SOLE NONE 0 0 23175 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 315 1055 SH SOLE NONE 0 0 1055 BK OF AMERICA CORP COM COM 060505104 208 4691 SH SOLE NONE 0 0 4691 BOEING CO COM COM 097023105 1524 7573 SH SOLE NONE 0 0 7573 BROADCOM INC COM COM 11135F101 238 358 SH SOLE NONE 0 0 358 CLEVELAND-CLIFFS INC NEW COM COM 185899101 225 10368 SH SOLE NONE 0 0 10368 DISNEY WALT CO COM COM 254687106 489 3160 SH SOLE NONE 0 0 3160 ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 5916 106609 SH SOLE NONE 0 0 106609 FIRST FNDTN INC COM COM 32026V104 487 19591 SH SOLE NONE 0 0 19591 HOME DEPOT INC COM COM 437076102 551 1329 SH SOLE NONE 0 0 1329 IRON MTN INC NEW COM COM 46284V101 261 5000 SH SOLE NONE 0 0 5000 ISHARES 10-20 YEAR TREASURY BOND ETF 10-20 YR TRS ETF 464288653 3392 22857 SH SOLE NONE 0 0 22857 ISHARES COMMODITIES SELECT STRATEGY ETF GSCI CMDTY STGY 46431W853 2578 83499 SH SOLE NONE 0 0 83499 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 893 12275 SH SOLE NONE 0 0 12275 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 300 629 SH SOLE NONE 0 0 629 ISHARES CORE TOTAL USD BOND MARKET ETF CORE TOTAL USD 46434V613 13345 252128 SH SOLE NONE 0 0 252128 ISHARES ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 209 5300 SH SOLE NONE 0 0 5300 ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF ESG ADV TTL USD 46436E619 247 4998 SH SOLE NONE 0 0 4998 ISHARES ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 45135 418309 SH SOLE NONE 0 0 418309 ISHARES ESG AWARE U.S. AGGREGATE BOND ETF ESG AWR US AGRGT 46435U549 242 4386 SH SOLE NONE 0 0 4386 ISHARES FALLEN ANGELS USD BOND ETF FALN ANGLS USD 46435G474 5465 182363 SH SOLE NONE 0 0 182363 ISHARES GLOBAL FINANCIALS ETF GLOBAL FINLS ETF 464287333 5595 69892 SH SOLE NONE 0 0 69892 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 204 1873 SH SOLE NONE 0 0 1873 ISHARES MBS ETF MBS ETF 464288588 3689 34339 SH SOLE NONE 0 0 34339 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 380 4790 SH SOLE NONE 0 0 4790 ISHARES MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 19627 177964 SH SOLE NONE 0 0 177964 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 20336 403584 SH SOLE NONE 0 0 403584 ISHARES MSCI KLD 400 SOCIAL ETF MSCI KLD400 SOC 464288570 601 6470 SH SOLE NONE 0 0 6470 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 4435 54831 SH SOLE NONE 0 0 54831 ISHARES MSCI USA VALUE FACTOR ETF MSCI USA VALUE 46432F388 9441 86243 SH SOLE NONE 0 0 86243 ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721 6836 59544 SH SOLE NONE 0 0 59544 ISHARES U.S. TREASURY BOND ETF US TREAS BD ETF 46429B267 15976 598827 SH SOLE NONE 0 0 598827 JPMORGAN CHASE & CO COM COM 46625H100 233 1471 SH SOLE NONE 0 0 1471 JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHRT INC 46641Q837 1027 20348 SH SOLE NONE 0 0 20348 MCDONALDS CORP COM COM 580135101 571 2133 SH SOLE NONE 0 0 2133 META PLATFORMS INC CL A CL A 30303M102 243 725 SH SOLE NONE 0 0 725 MICROSOFT CORP COM COM 594918104 1034 3074 SH SOLE NONE 0 0 3074 NVIDIA CORPORATION COM COM 67066G104 434 1476 SH SOLE NONE 0 0 1476 PFIZER INC COM COM 717081103 264 4481 SH SOLE NONE 0 0 4481 ROCKWELL AUTOMATION INC COM COM 773903109 582 1668 SH SOLE NONE 0 0 1668 SCHWAB 1-5 YEAR CORPORATE BOND ETF 1 5YR CORP BD 808524714 9331 184595 SH SOLE NONE 0 0 184595 SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607 8945 87354 SH SOLE NONE 0 0 87354 SCHWAB U.S. TIPS ETF US TIPS ETF 808524870 10015 159253 SH SOLE NONE 0 0 159253 SEMPRA COM COM 816851109 680 5147 SH SOLE NONE 0 0 5147 SOUTHWEST AIRLS CO COM COM 844741108 286 6693 SH SOLE NONE 0 0 6693 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 280 772 SH SOLE NONE 0 0 772 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 43165 773161 SH SOLE NONE 0 0 773161 SPDR S&P 500 ETF TR UNIT 78462F103 222 467 SH SOLE NONE 0 0 467 STARBUCKS CORP COM COM 855244109 274 2342 SH SOLE NONE 0 0 2342 TESLA INC COM COM 88160R101 1480 1401 SH SOLE NONE 0 0 1401 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 462 1059 SH SOLE NONE 0 0 1059 VERIZON COMMUNICATIONS INC COM COM 92343V104 210 4050 SH SOLE NONE 0 0 4050 WALMART INC COM COM 931142103 245 1699 SH SOLE NONE 0 0 1699 WELLS FARGO CO NEW COM COM 949746101 432 9007 SH SOLE NONE 0 0 9007 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND EM EX ST-OWNED 97717X578 7211 195692 SH SOLE NONE 0 0 195692