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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	$438,700,309

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	230,485	$109,551,826	24.97%
2.	Vanguard Bond Index Funds	BND	620,658	$45,649,405	10.4%
3.	Vanguard Mun Bd Fds		883,872	$45,121,666	10.28%
4.	Vanguard Tax-Managed Fds		888,994	$42,582,811	9.7%
5.	Dimensional Etf Trust		861,000	$20,758,710	4.73%