Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 26.1% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 11.8% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 11.2% |
ISHARES TR | 12 | Q3 2023 | 12.7% |
ISHARES TR | 12 | Q3 2023 | 5.5% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 5.5% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 5.8% |
ISHARES TR | 12 | Q3 2023 | 6.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 3.9% |
VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 4.7% |
View West Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-11 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-10 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-19 |
View West Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.