Instuitional Investor - West Financial Advisors, Llc

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. SPY 97,397 $72,733,415 11.05%
4. BND 812,403 $59,638,508 9.06%
5.
Vanguard Mun Bd Fds
1,110,601 $56,174,199 8.53%