Fund HoldingsWFA of San Diego, LLC

Total Portfolio Value
$136.64M
Total Bought
$2.08M
Total Sold
$16.01M
Net Transaction
-$13.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC CAP STK CL A(GOOG)8,5418,516-252,0762,6661.95%+589
APPLE INC COM(AAPL)56,42054,519-1,90114,36614,82110.85%+455
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
28,32533,590+5,2651,6111,8741.37%+264
VANGUARD DIVIDEND APPRECIATION ETF11,96012,886+9262,5812,8322.07%+251
ELI LILLY & CO COM(LLY)0819+81908800.64%+880
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)34,83334,011-8222,6632,9042.12%+241
VANGUARD TOTAL BOND MARKET ETF59,57562,967+3,3924,4314,6643.41%+233
CATERPILLAR INC COM(CAT)2,3612,246-1151,1271,2870.94%+160
SCHWAB 5-10 YEAR CORPORATE BOND ETF116,940123,924+6,9842,6992,8472.08%+148
ALPHABET INC CAP STK CL C(GOOG)1,9401,967+274726170.45%+145
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
31,78032,331+5512,8402,9842.18%+144
ISHARES BB RATED CORPORATE BOND ETF
BB RAT CORP BD
22,01724,326+2,3091,0421,1460.84%+105
AMGEN INC COM(AMGN)02,408+2,40807880.58%+788
APPLIED MATLS INC COM1,9681,941-274034990.37%+96
VANGUARD FTSE DEVELOPED MARKETS ETF18,46319,015+5521,1061,1880.87%+82
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
33,29333,483+1904,0124,0772.98%+65
MERCK & CO INC COM(MRK)2,4602,470+102062600.19%+54
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
7,3637,999+6367017530.55%+53
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND20,08220,191+1091,4331,4851.09%+52
ISHARES CORE S&P MID-CAP ETF33,08633,490+4042,1592,2101.62%+51
EXXON MOBIL CORP COM11,80311,448-3551,3311,3781.01%+47
ISHARES GOLD TRUST(IAU)3,3843,581+1972462910.21%+44
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
013,016+13,01601,0900.80%+1,090
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
30,34830,206-1421,2761,3180.96%+43
JOHNSON & JOHNSON COM(JNJ)2,2452,210-354164570.33%+41
BANK NEW YORK MELLON CORP COM8,7348,525-2099529900.72%+38
INTERNATIONAL BUSINESS MACHS COM(IBM)02,441+2,44107230.53%+723
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
3,5273,665+1386697020.51%+33
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
030+300320.02%+32
RTX CORPORATION COM(RTX)1,5551,55502602850.21%+25
CITIGROUP INC COM NEW(C)1,6301,63001651900.14%+25
SPDR GOLD SHARES(GLD)60060002132380.17%+25
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
0645+6450660.05%+66
BIO RAD LABS INC CL A92092002582790.20%+21
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
15+ YR US TIPS
280680+40015350.03%+20
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
22,42422,058-3669609800.72%+20
PROSHARES VIX SHORT-TERM FUTURES ETF(AGQ)01,002+1,0020260.02%+26
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
01,549+1,5490660.05%+66
BANK AMERICA CORP COM3,4863,623+1371801990.15%+19
STATE STREET SPDR MSCI ACWI EX-US ETF
ST STR ACWI ETF
17,69717,712+156186360.47%+18
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)72672602032210.16%+18
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)01,000+1,0000830.06%+83
T. ROWE PRICE FLOATING RATE ETF
FLOATING RATE
0304+3040160.01%+16
KLA CORP COM NEW(KLAC)10010001081220.09%+14
GE VERNOVA INC COM(GEV)33933902082220.16%+13
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF0785+7850790.06%+79
ISHARES SEMICONDUCTOR ETF42642601151280.09%+13
WARNER BROS DISCOVERY INC COM SER A(WBD)1,1781,178023340.02%+11
BLUEROCK PVT REAL ESTATE FD COM(BPRE)0705+7050110.01%+11
RIVERNORTH DOUBLELINE STRATE COM01,300+1,3000100.01%+10
VANGUARD S&P 500 GROWTH ETF140159+1961710.05%+10
GENERAL MTRS CO COM(GM)1,2541,058-19676860.06%+10
SCHWAB U.S. MID-CAP ETF34,54734,369-1781,0241,0330.76%+10
BRISTOL-MYERS SQUIBB CO COM(BMY)01,063+1,0630570.04%+57
BIOGEN INC COM(BIIB)0253+2530450.03%+45
US BANCORP COM NEW(USB)01,760+1,7600940.07%+94
INTEL CORP COM(INTC)04,590+4,59001690.12%+169
VENTAS INC COM(VTR)01,160+1,1600900.07%+90
COCA COLA CO COM(KO)02,375+2,37501660.12%+166
GE AEROSPACE COM NEW(GE)1,1051,10503323400.25%+8
SCHWAB CHARLES CORP COM(SCHW)01,736+1,73601730.13%+173
RIVIAN AUTOMOTIVE INC COM CL A(RIVN)01,500+1,5000300.02%+30
CISCO SYS INC COM(CSCO)0853+8530660.05%+66
AMERICAN EXPRESS CO COM(AXP)0192+1920710.05%+71
ILLUMINA INC COM(ILMN)0200+2000260.02%+26
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
09,070+9,07007230.53%+723
PACER US CASH COWS 100 ETF
US CASH COWS 100
02,544+2,54401530.11%+153
PIMCO DYNAMIC INCOME FD SHS(PDI)03,901+3,9010690.05%+69
NEXTERA ENERGY INC COM(NEE)01,350+1,35001080.08%+108
WISDOMTREE JAPAN HEDGED EQUITY FUND(WT)0400+4000580.04%+58
LIFEX 2035 INCOME BUCKET ETF
LIFEX 2035 INCM
262338+7622280.02%+6
BARRICK MNG CORP COM SHS(B)0530+5300230.02%+23
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ENHAN SHRT MA AC
0156+1560160.01%+16
ADVANCED ENERGY INDS COM0140+1400290.02%+29
BROADCOM INC COM(AVGO)33933901121170.09%+5
VANGUARD GROWTH ETF1,4771,462-157087130.52%+5
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
ST STR NUVEE ETF
01,651+1,6510750.06%+75
OMNICOM GROUP INC COM(OMC)059+59050.00%+5
SCHWAB INTERNATIONAL EQUITY ETF06,202+6,20201490.11%+149
CVS HEALTH CORP COM(CVS)01,177+1,1770930.07%+93
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
3,2343,217-172612650.19%+5
CAPITAL ONE FINL CORP COM(COF)0152+1520370.03%+37
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0200+2000540.04%+54
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1,8751,865-102732770.20%+4
DANAHER CORPORATION COM(DHR)0134+1340310.02%+31
CORNING INC COM(GLW)732732060640.05%+4
TERADATA CORP DEL COM(TDC)0452+4520140.01%+14
AGILENT TECHNOLOGIES INC COM(A)0514+5140700.05%+70
MORGAN STANLEY COM NEW(MS)0200+2000360.03%+36
PUTNAM FOCUSED LARGE CAP VALUE ETF1,2251,225052560.04%+3
MPLX LP COM UNIT REP LTD(MPLX)01,000+1,0000530.04%+53
FORD MTR CO COM(F)02,900+2,9000380.03%+38
SCHWAB US DIVIDEND EQUITY ETF23,75023,756+66486520.48%+3
VISA INC COM CL A(V)0325+32501140.08%+114
SALESFORCE INC COM(CRM)022+22060.00%+6
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
01,810+1,81001530.11%+153
ISHARES US TRANSPORTATION ETF01,000+1,0000750.05%+75
VANGUARD TAX-EXEMPT BOND ETF12,45912,45906246270.46%+3
VANGUARD S&P 500 ETF0804+80405040.37%+504
DUTCH BROS INC CL A(BROS)0300+3000180.01%+18
Page 1 of 1