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

Instuitional Investor - West Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: West Financial Advisors, Llc
Portfolio Value $518,592,621
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 127,577 $68,739,924 13.25%
2.
Spdr S & P 500 Etf Trust
 SPY 108,647 $63,675,834 12.27%
3.
Vanguard Bond Index Funds
 BND 857,544 $61,665,995 11.89%
4.
Vanguard Tax-Managed Fds
 1,072,874 $51,304,858 9.89%
5.
Vanguard Mun Bd Fds
 1,002,462 $50,253,421 9.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)