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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	$658,506,657

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		126,894	$87,151,914	13.23%
2.	Vanguard Tax-Managed Fds		1,026,448	$73,134,419	11.11%
3.	Spdr S & P 500 Etf Trust	SPY	97,397	$72,733,415	11.05%
4.	Vanguard Bond Index Funds	BND	812,403	$59,638,508	9.06%
5.	Vanguard Mun Bd Fds		1,110,601	$56,174,199	8.53%