Instuitional Investor - West Financial Advisors, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
127,161 $89,122,322 13.4%
2. SPY 95,028 $72,471,204 10.9%
3.
Vanguard Tax-Managed Fds
1,011,908 $71,450,855 10.74%
4. BND 744,834 $52,250,131 7.86%
5.
Vanguard Mun Bd Fds
963,176 $45,616,016 6.86%