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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 $526,197,189
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 131,770 $67,717,731 12.87%
2.
Vanguard Bond Index Funds
 BND 869,015 $63,829,167 12.13%
3.
Spdr S & P 500 Etf Trust
 SPY 107,770 $60,285,461 11.46%
4.
Vanguard Tax-Managed Fds
 1,107,719 $56,305,377 10.7%
5.
Vanguard Mun Bd Fds
 1,086,022 $53,888,412 10.24%
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)