Instuitional Investor - West Financial Advisors, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 230,485 $109,551,826 24.97%
2. 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%