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Home > Institutional Investor > West Financial Advisors, Llc > Profile

Instuitional Investor - West Financial Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	West Financial Advisors, Llc
Portfolio Value	$592,669,611

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		149,519	$93,767,989	15.82%
2.	Vanguard Tax-Managed Fds		1,101,503	$68,810,907	11.61%
3.	Spdr S & P 500 Etf Trust	SPY	98,305	$67,036,146	11.31%
4.	Vanguard Mun Bd Fds		1,074,039	$54,013,422	9.11%
5.	Vanguard Bond Index Funds	BND	712,921	$52,806,038	8.91%