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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	$604,984,280

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		161,020	$98,605,403	16.3%
2.	Spdr S & P 500 Etf Trust	SPY	104,554	$69,651,784	11.51%
3.	Vanguard Tax-Managed Fds		1,125,129	$67,417,717	11.14%
4.	Vanguard Bond Index Funds	BND	807,414	$60,047,381	9.93%
5.	Vanguard Mun Bd Fds		1,135,745	$56,866,753	9.4%