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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	$574,713,539

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		140,606	$79,868,266	13.9%
2.	Spdr S & P 500 Etf Trust	SPY	106,085	$65,544,618	11.4%
3.	Vanguard Tax-Managed Fds		1,129,493	$64,392,376	11.2%
4.	Vanguard Bond Index Funds	BND	827,589	$60,935,380	10.6%
5.	Vanguard Mun Bd Fds		1,137,702	$55,781,530	9.71%