0001606587-22-000955.txt : 20220506 0001606587-22-000955.hdr.sgml : 20220506 20220505142405 ACCESSION NUMBER: 0001606587-22-000955 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 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: 22895521 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 03-31-2022 03-31-2022 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 05-05-2022 0 63 251760 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM COM 00287Y109 315 1945 SH SOLE NONE 0 0 1945 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 282 101 SH SOLE NONE 0 0 101 AMAZON COM INC COM COM 023135106 1046 321 SH SOLE NONE 0 0 321 AMERICAN TOWER CORP NEW COM COM 03027X100 218 869 SH SOLE NONE 0 0 869 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 288 41005 SH SOLE NONE 0 0 41005 APPLE INC COM COM 037833100 6701 38382 SH SOLE NONE 0 0 38382 ATLAS CORP SHARES SHARES Y0436Q109 329 22475 SH SOLE NONE 0 0 22475 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 343 974 SH SOLE NONE 0 0 974 BOEING CO COM COM 097023105 1450 7573 SH SOLE NONE 0 0 7573 BROADCOM INC COM COM 11135F101 225 357 SH SOLE NONE 0 0 357 CLEVELAND-CLIFFS INC NEW COM COM 185899101 333 10368 SH SOLE NONE 0 0 10368 COSTCO WHSL CORP NEW COM COM 22160K105 207 359 SH SOLE NONE 0 0 359 DISNEY WALT CO COM COM 254687106 462 3374 SH SOLE NONE 0 0 3374 ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 6477 84736 SH SOLE NONE 0 0 84736 FIRST FNDTN INC COM COM 32026V104 477 19673 SH SOLE NONE 0 0 19673 HOME DEPOT INC COM COM 437076102 421 1407 SH SOLE NONE 0 0 1407 IRON MTN INC NEW COM COM 46284V101 277 5000 SH SOLE NONE 0 0 5000 ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0-5YR HI YL CP 46434V407 902 20524 SH SOLE NONE 0 0 20524 ISHARES 10-20 YEAR TREASURY BOND ETF 10-20 YR TRS ETF 464288653 2761 20514 SH SOLE NONE 0 0 20514 ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF BROAD USD HIGH 46435U853 943 24286 SH SOLE NONE 0 0 24286 ISHARES COMMODITIES SELECT STRATEGY ETF GSCI CMDTY STGY 46431W853 3372 84218 SH SOLE NONE 0 0 84218 ISHARES CONVERTIBLE BOND ETF CONV BD ETF 46435G102 248 2977 SH SOLE NONE 0 0 2977 ISHARES CORE AGGRESSIVE ALLOCATION ETF AGGRES ALLOC ETF 464289859 366 5322 SH SOLE NONE 0 0 5322 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 267 588 SH SOLE NONE 0 0 588 ISHARES CORE TOTAL USD BOND MARKET ETF CORE TOTAL USD 46434V613 9816 197788 SH SOLE NONE 0 0 197788 ISHARES ESG ADVANCED MSCI EAFE ETF ESG EAFE ETF 46436E759 214 3522 SH SOLE NONE 0 0 3522 ISHARES ESG ADVANCED MSCI USA ETF ESG MSCI USA ETF 46436E767 468 13124 SH SOLE NONE 0 0 13124 ISHARES ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 49346 486890 SH SOLE NONE 0 0 486890 ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ESG AWARE MSCI 46435U663 289 7597 SH SOLE NONE 0 0 7597 ISHARES FALLEN ANGELS USD BOND ETF FALN ANGLS USD 46435G474 2925 105391 SH SOLE NONE 0 0 105391 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF JPMORGAN USD EMG 464288281 293 3000 SH SOLE NONE 0 0 3000 ISHARES MBS ETF MBS ETF 464288588 1839 18057 SH SOLE NONE 0 0 18057 ISHARES MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 11127 115586 SH SOLE NONE 0 0 115586 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 20635 410567 SH SOLE NONE 0 0 410567 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 219 5977 SH SOLE NONE 0 0 5977 ISHARES MSCI KLD 400 SOCIAL ETF MSCI KLD400 SOC 464288570 447 5160 SH SOLE NONE 0 0 5160 ISHARES MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL 46429B697 3381 43592 SH SOLE NONE 0 0 43592 ISHARES MSCI USA VALUE FACTOR ETF MSCI USA VALUE 46432F388 4976 47585 SH SOLE NONE 0 0 47585 ISHARES U.S. TECHNOLOGY ETF U.S. TECH ETF 464287721 4854 47111 SH SOLE NONE 0 0 47111 ISHARES U.S. TREASURY BOND ETF US TREAS BD ETF 46429B267 12426 498851 SH SOLE NONE 0 0 498851 MCDONALDS CORP COM COM 580135101 545 2207 SH SOLE NONE 0 0 2207 MICROSOFT CORP COM COM 594918104 972 3152 SH SOLE NONE 0 0 3152 NVIDIA CORPORATION COM COM 67066G104 464 1702 SH SOLE NONE 0 0 1702 PFIZER INC COM COM 717081103 232 4488 SH SOLE NONE 0 0 4488 ROCKWELL AUTOMATION INC COM COM 773903109 469 1675 SH SOLE NONE 0 0 1675 SCHWAB U.S. SMALL-CAP ETF US SML CAP ETF 808524607 7567 159787 SH SOLE NONE 0 0 159787 SCHWAB U.S. TIPS ETF US TIPS ETF 808524870 4742 78115 SH SOLE NONE 0 0 78115 SCHWAB US AGGREGATE BOND ETF US AGGREGATE B 808524839 11534 228080 SH SOLE NONE 0 0 228080 SEMPRA COM COM 816851109 872 5189 SH SOLE NONE 0 0 5189 SOUTHWEST AIRLS CO COM COM 844741108 306 6693 SH SOLE NONE 0 0 6693 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 203 585 SH SOLE NONE 0 0 585 SPDR ICE PREFERRED SECURITIES ETF ICE PFD SEC ETF 78464A292 450 11553 SH SOLE NONE 0 0 11553 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 58850 1107675 SH SOLE NONE 0 0 1107675 SPDR S&P 500 ETF TR UNIT 78462F103 215 478 SH SOLE NONE 0 0 478 STARBUCKS CORP COM COM 855244109 212 2331 SH SOLE NONE 0 0 2331 TESLA INC COM COM 88160R101 1576 1463 SH SOLE NONE 0 0 1463 VANGUARD DIVIDEND APPRECIATION INDEX FUND DIV APP ETF 921908844 584 3602 SH SOLE NONE 0 0 3602 VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 559 4987 SH SOLE NONE 0 0 4987 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 501 1208 SH SOLE NONE 0 0 1208 VERIZON COMMUNICATIONS INC COM COM 92343V104 255 5022 SH SOLE NONE 0 0 5022 WALMART INC COM COM 931142103 254 1712 SH SOLE NONE 0 0 1712 WELLS FARGO CO NEW COM COM 949746101 427 8823 SH SOLE NONE 0 0 8823 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND EM EX ST-OWNED 97717X578 8006 245140 SH SOLE NONE 0 0 245140