HoldingsChannel.com
West Financial Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the West Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by West Financial Advisors LLC. In the West Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by West Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the West Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 219,180 +19,078 $82,686
     SPY219,180+19,078$82,686
VANGUARD TAX MANAGED INTL FD (VEA) 938,025 +131,574 $38,271
     VEA938,025+131,574$38,271
VANGUARD BD INDEX FDS (BND) 412,719 -4,071 $31,061
     BND412,719-4,071$31,061
ISHARES TR (MUB) 249,286 -23,464 $26,514
     MUB249,286-23,464$26,514
ISHARES TR (SUB) 217,655 +31,249 $22,782
     SUB217,655+31,249$22,782
VANGUARD SCOTTSDALE FDS (VCSH) 247,718 -479 $18,891
     VCSH247,718-479$18,891
ISHARES TR (IJH) 65,274 +8,427 $14,767
     IJH65,274+8,427$14,767
DIMENSIONAL ETF TRUST (DFAE) 598,543 +584,785 $13,862
     DFAE598,543+584,785$13,862
ISHARES TR (TIP) 106,845 +13,257 $12,171
     TIP106,845+13,257$12,171
VANGUARD SPECIALIZED FUNDS (VIG) 67,750 +118 $9,720
     VIG67,750+118$9,720
VANGUARD INDEX FDS (VXF) 62,583 -9,964 $8,205
     VXF62,583-9,964$8,205
VANGUARD INDEX FDS (VNQ) 83,577 +74,563 $7,615
     VNQ83,577+74,563$7,615
DIMENSIONAL ETF TRUST (DFAS) 155,536 +155,536 $7,466
     DFAS155,536+155,536$7,466
VANGUARD INDEX FDS (VOO) 15,854 -273 $5,500
     VOO15,854-273$5,500
VANGUARD INTL EQUITY INDEX F (VWO) 105,846 -239,010 $4,408
     VWO105,846-239,010$4,408
VANGUARD STAR FDS (VXUS) 77,327 -2,476 $3,991
     VXUS77,327-2,476$3,991
INVESCO QQQ TR 12,008 -891 $3,366
     QQQ12,008-891$3,366
VANGUARD INDEX FDS (VB) 16,190 -36,202 $2,851
     VB16,190-36,202$2,851
APPLE INC 15,279 -77 $2,089
     AAPL15,279-77$2,089
INVESCO EXCHANGE TRADED FD T (PRF) 11,818 -215 $1,751
     PRF11,818-215$1,751
SELECT SECTOR SPDR TR (XLP) 22,886 +2,792 $1,652
     XLP22,886+2,792$1,652
VANGUARD INDEX FDS (VUG) 7,161 +122 $1,596
     VUG7,161+122$1,596
SELECT SECTOR SPDR TR (XLU) 22,282 +1,008 $1,563
     XLU22,282+1,008$1,563
SELECT SECTOR SPDR TR (XLB) 19,776 +19,776 $1,456
     XLB19,776+19,776$1,456
VANGUARD WORLD FD (VSGX) 22,220 +820 $1,090
     VSGX22,220+820$1,090
VANGUARD INDEX FDS (VO) 5,401 +120 $1,064
     VO5,401+120$1,064
VANGUARD WORLD FD (ESGV) 15,424 +677 $1,024
     ESGV15,424+677$1,024
VANGUARD WORLD FD (MGC) 7,063 UNCH $931
     MGC7,063UNCH$931
SCHWAB CHARLES CORP 12,600 UNCH $796
     SCHW12,600UNCH$796
ISHARES TR (IEFA) 12,904 -2,727 $759
     IEFA12,904-2,727$759
MICROSOFT CORP 2,550 UNCH $655
     MSFT2,550UNCH$655
ALLIANT ENERGY CORP 10,768 UNCH $631
     LNT10,768UNCH$631
PROSHARES TR (BITO) 48,938 +14,399 $568
     BITO48,938+14,399$568
SCHWAB STRATEGIC TR 12,314 -3,460 $544
     SCHB12,314-3,460$544
ISHARES TR (SUSA) 6,463 +26 $521
     SUSA6,463+26$521
VANGUARD WORLD FD (VCEB) 7,999 -398 $504
     VCEB7,999-398$504
ISHARES TR (DSI) 6,450 UNCH $464
     DSI6,450UNCH$464
AFLAC INC 7,669 UNCH $424
     AFL7,669UNCH$424
BERKSHIRE HATHAWAY INC DEL      $409
     BRK.A1UNCH$409
AMGEN INC 1,549 UNCH $377
     AMGN1,549UNCH$377
SCHWAB STRATEGIC TR 4,790 -47 $343
     SCHD4,790-47$343
DIMENSIONAL ETF TRUST (DFAU) 12,373 -387,981 $327
     DFAU12,373-387,981$327
VANGUARD INDEX FDS (VBR) 2,106 UNCH $316
     VBR2,106UNCH$316
TYLER TECHNOLOGIES INC 941 +52 $313
     TYL941+52$313
ISHARES TR (EFA) 4,485 UNCH $280
     EFA4,485UNCH$280
WISDOMTREE TR 3,625 UNCH $238
     HEDJ3,625UNCH$238
UNITEDHEALTH GROUP INC 450 UNCH $231
     UNH450UNCH$231
CORTEVA INC 4,123 +1,921 $223
     CTVA4,123+1,921$223
ALPHABET INC 100 UNCH $219
     GOOG100UNCH$219
ALPHABET INC 100 -4 $218
     GOOGL100-4$218

See Full List: All Stocks Held By West Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By West Financial Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $344,032
At 03/31/2022: $380,077

West Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

West Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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