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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 $438,700,309
Fund Holdings Sector Distribution
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%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)