West Financial Advisors, LLC Buys iShares Short-Term National Muni Bond ETF, iShares TIPS Bond ETF, Dimensional US Core Equity Market ETF, Sells Financial Select Sector SPDR, Meta Platforms Inc, SPDR Dividend ETF

• New Purchases: DFAU, XLY, DFAI, VCEB, AMGN, SGOL, IWF, SCHO, MDY, SLY, BITO, STIP, IHI, IBB, DVY, IAU, CLTL, IRT, FVD, IGV, EWJ, NRZ, MINT, INTC, USB, AVA, BNDX,
• Added Positions: SUB, TIP, SPY, VEA, VCSH, VWO, IJH, VB, VXF, XLV, XLRE, DGRO, VUG, XLK, VXUS, IEFA, SCHB, IWD, IEMG, SCHF, VBR, CASY, DE, ED,
• Reduced Positions: MUB, BND, XLF, VTV, VIG, FB, TYL, QQQ, SDY, SUSA, DSI, ESGV, VOO, HEDJ, ABBV, IJR, VNQ, VO,
• Sold Out: IUSV, IWN, MGV, GSPY,

For the details of West Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/west+financial+advisors%2C+llc/current-portfolio/portfolio

1. S&P 500 ETF TRUST ETF (SPY) - 164,594 shares, 20.98% of the total portfolio. Shares added by 5.25%
2. Vanguard FTSE Developed Markets ETF (VEA) - 792,920 shares, 10.86% of the total portfolio. Shares added by 6.58%
3. Vanguard Total Bond Market ETF (BND) - 402,375 shares, 9.15% of the total portfolio. Shares reduced by 10.58%
4. iShares National Muni Bond ETF (MUB) - 270,614 shares, 8.44% of the total portfolio. Shares reduced by 16.65%
5. iShares Short-Term National Muni Bond ETF (SUB) - 190,454 shares, 5.49% of the total portfolio. Shares added by 79.61%

West Financial Advisors, LLC initiated holding in Dimensional US Core Equity Market ETF. The purchase prices were between $30.06 and $33.15, with an estimated average price of $32.01. The stock is now traded at around $31.840000. The impact to a portfolio due to this purchase was 0.34%. The holding were 38,945 shares as of 2021-12-31.

West Financial Advisors, LLC initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $192.300000. The impact to a portfolio due to this purchase was 0.33%. The holding were 5,971 shares as of 2021-12-31.

West Financial Advisors, LLC initiated holding in Dimensional International Core Equity Market ETF. The purchase prices were between $28.1 and $30.21, with an estimated average price of $29.31. The stock is now traded at around $29.570000. The impact to a portfolio due to this purchase was 0.19%. The holding were 23,414 shares as of 2021-12-31.

West Financial Advisors, LLC initiated holding in Vanguard ESG U.S. Corporate Bond ETF. The purchase prices were between $72.68 and $74.42, with an estimated average price of $73.53. The stock is now traded at around $71.510000. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,308 shares as of 2021-12-31.

West Financial Advisors, LLC initiated holding in Amgen Inc. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $232.190000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,549 shares as of 2021-12-31.

West Financial Advisors, LLC initiated holding in Aberdeen Standard Physical Gold Shares ETF. The purchase prices were between $16.83 and $17.91, with an estimated average price of $17.24. The stock is now traded at around $17.660000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,371 shares as of 2021-12-31.

West Financial Advisors, LLC added to a holding in iShares Short-Term National Muni Bond ETF by 79.61%. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.790000. The impact to a portfolio due to this purchase was 2.43%. The holding were 190,454 shares as of 2021-12-31.

West Financial Advisors, LLC added to a holding in iShares TIPS Bond ETF by 52.52%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.296200. The impact to a portfolio due to this purchase was 1.14%. The holding were 95,631 shares as of 2021-12-31.

West Financial Advisors, LLC added to a holding in iShares Core Dividend Growth ETF by 3690.00%. The purchase prices were between $50.15 and $55.68, with an estimated average price of $53.18. The stock is now traded at around $54.510000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,895 shares as of 2021-12-31.

West Financial Advisors, LLC added to a holding in iShares Russell 1000 Value ETF by 119.66%. The purchase prices were between $156.44 and $168.08, with an estimated average price of $163.37. The stock is now traded at around $167.140000. The impact to a portfolio due to this purchase was 0.01%. The holding were 391 shares as of 2021-12-31.

West Financial Advisors, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 84.62%. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $60.670000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,501 shares as of 2021-12-31.

West Financial Advisors, LLC added to a holding in Consolidated Edison Inc by 35.32%. The purchase prices were between $72.89 and $85.32, with an estimated average price of $78.77. The stock is now traded at around $82.610000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 544 shares as of 2021-12-31.

West Financial Advisors, LLC sold out a holding in iShares Russell 2000 Value ETF. The sale prices were between $156.44 and $175.91, with an estimated average price of $165.97.

West Financial Advisors, LLC sold out a holding in Gotham Enhanced 500 ETF. The sale prices were between $23.03 and $25.66, with an estimated average price of $24.6.

West Financial Advisors, LLC sold out a holding in ISHARES TRUST. The sale prices were between $70.77 and $76.45, with an estimated average price of $73.91.

West Financial Advisors, LLC sold out a holding in Vanguard Mega Cap Value ETF. The sale prices were between $97.9 and $106.97, with an estimated average price of $102.91.