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Laura West

@West Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$518.593MTotal holdings205
Assets growth rate0.02%Assets growth rate (2-Q avg)3.84%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of West Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 518.593M in assets, with a quarterly growth rate of 0.02% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Laura West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 498.42%
13.26%
$68.74M
127,577 shares@ $538.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -51.39%
12.28%
$63.676M
108,647 shares@ $586.09 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 18.97%
11.9%
$61.666M
857,544 shares@ $71.92 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.02%
9.9%
$51.305M
1.073M shares@ $47.83 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.63%
9.7%
$50.253M
1.002M shares@ $50.14 avg price
IJHIshares Tr
Recent Activity
Decreased -0.07%
4.71%
$24.389M
391,412 shares@ $62.32 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 1.76%
4.54%
$23.526M
927,328 shares@ $25.38 avg price
IEFAIshares Tr
Recent Activity
Increased 5.91%
3.73%
$19.295M
274,546 shares@ $70.29 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 1.12%
2.95%
$15.276M
190,306 shares@ $80.28 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 0.62%
2.82%
$14.575M
223,962 shares@ $65.09 avg price