The Analysis of 21 West Wealth Management LLC's Holdings
Currently, 21 West Wealth Management LLC holds 62 types of securities in its portfolio with a total value $109.4M. In the most recent quarter, they have increased their positions in VCIT (+10.0K shares, valued at $839.4K), JMUB (+10.5K shares, valued at $529.8K), CMF (+7.7K shares, valued at $440.2K); decreased their positions in JEPI (-4.5K shares, valued at $259.2K), VIG (-1.0K shares, valued at $222.2K), JEPQ (-2.3K shares, valued at $135.3K); initiated new positions in BSV (+3.8K shares, valued at $298.2K), AGG (+2.6K shares, valued at $255.0K), DFCF (+5.9K shares, valued at $251.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JMUB J P MORGAN EXCHANGE TRADED F149.8K shares7.53%2025-12-312026-01-13
MUB ISHARES TR57.8K shares-0.59%2025-12-312026-01-13 JEPQ J P MORGAN EXCHANGE TRADED F97.1K shares-2.34%2025-12-312026-01-13 JEPI J P MORGAN EXCHANGE TRADED F86.2K shares-4.99%2025-12-312026-01-13 VCIT VANGUARD SCOTTSDALE FDS52.5K shares23.62%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS17.8K shares-5.38%2025-12-312026-01-13 BOND PIMCO ETF TR37.0K shares2.94%2025-12-312026-01-13 FBND FIDELITY MERRIMACK STR TR74.6K shares2.96%2025-12-312026-01-13 JSCP J P MORGAN EXCHANGE TRADED F68.3K shares5.80%2025-12-312026-01-13 SPDW SPDR INDEX SHS FDS73.0K shares0.78%2025-12-312026-01-13 DFUS DIMENSIONAL ETF TRUST41.2K shares6.14%2025-12-312026-01-13 VIGI VANGUARD WHITEHALL FDS31.5K shares3.68%2025-12-312026-01-13 CMF ISHARES TR49.1K shares18.48%2025-12-312026-01-13 VO VANGUARD INDEX FDS9.2K shares1.66%2025-12-312026-01-13 SPMD SPDR SERIES TRUST43.4K shares1.64%2025-12-312026-01-13 QEFA SPDR INDEX SHS FDS27.4K shares1.74%2025-12-312026-01-13 NVDA NVIDIA CORPORATION12.8K shares-4.69%2025-12-312026-01-13 IVV ISHARES TR3.3K shares-0.88%2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR3.1K shares-0.26%2025-12-312026-01-13 VYM VANGUARD WHITEHALL FDS14.6K shares0.75%2025-12-312026-01-13 STIP ISHARES TR18.9K shares13.83%2025-12-312026-01-13 VB VANGUARD INDEX FDS7.1K shares0.45%2025-12-312026-01-13 SPSM SPDR SERIES TRUST38.2K shares2.15%2025-12-312026-01-13 AAPL APPLE INC5.9K shares-0.17%2025-12-312026-01-13 IJH ISHARES TR23.9K shares0.00%2025-12-312026-01-13 ONEV SPDR SERIES TRUST11.4K shares1.50%2025-12-312026-01-13 JPRE J P MORGAN EXCHANGE TRADED F29.8K shares2.53%2025-12-312026-01-13 MSFT MICROSOFT CORP2.8K shares-1.23%2025-12-312026-01-13 FNDE SCHWAB STRATEGIC TR37.0K shares0.66%2025-12-312026-01-13 SHYG ISHARES TR28.1K shares2.07%2025-12-312026-01-13 FREL FIDELITY COVINGTON TRUST43.5K shares2.93%2025-12-312026-01-13 EFA ISHARES TR10.8K shares0.00%2025-12-312026-01-13 EMXC ISHARES INC12.6K shares0.92%2025-12-312026-01-13 SCZ ISHARES TR10.3K shares4.91%2025-12-312026-01-13 AMZN AMAZON COM INC3.4K shares0.00%2025-12-312026-01-13 ALPHABET INC ALPHABET INC2.5K shares-1.57%2025-12-312026-01-13 ALPHABET INC ALPHABET INC2.3K shares-1.71%2025-12-312026-01-13 SRLN SSGA ACTIVE ETF TR15.8K shares5.67%2025-12-312026-01-13 IJR ISHARES TR5.4K shares0.00%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.1.9K shares0.00%2025-12-312026-01-13 IJK ISHARES TR5.4K shares0.00%2025-12-312026-01-13 IWS ISHARES TR3.4K shares0.00%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS7.7K shares0.00%2025-12-312026-01-13 META META PLATFORMS INC711 shares1.43%2025-12-312026-01-13 BROADCOM INC BROADCOM INC1.1K shares-4.19%2025-12-312026-01-13 LLY ELI LILLY & CO351 shares-2.23%2025-12-312026-01-13 NYF ISHARES TR6.7K shares0.00%2025-12-312026-01-13 V VISA INC999 shares0.00%2025-12-312026-01-13 IJT ISHARES TR2.4K shares0.00%2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS3.8K sharesnew addition2025-12-312026-01-13 ABBV ABBVIE INC1.3K shares0.00%2025-12-312026-01-13 VDC VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS3.1K shares3.73%2025-12-312026-01-13 AGG ISHARES TR2.6K sharesnew addition2025-12-312026-01-13 DFCF DIMENSIONAL ETF TRUST5.9K sharesnew addition2025-12-312026-01-13 MU MICRON TECHNOLOGY INC855 sharesnew addition2025-12-312026-01-13 TT TRANE TECHNOLOGIES PLC543 shares0.00%2025-12-312026-01-13 WMT WALMART INC1.9K sharesnew addition2025-12-312026-01-13 BAC BANK AMERICA CORP3.7K sharesnew addition2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available