0000870156-21-000017.txt : 20210222
0000870156-21-000017.hdr.sgml : 20210222
20210222114912
ACCESSION NUMBER: 0000870156-21-000017
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210222
DATE AS OF CHANGE: 20210222
EFFECTIVENESS DATE: 20210222
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Financial Advisors, LLC
CENTRAL INDEX KEY: 0001843684
IRS NUMBER: 030587713
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20531
FILM NUMBER: 21658926
BUSINESS ADDRESS:
STREET 1: 111 EAST GRAND AVE
STREET 2: SUITE 412
CITY: DES MOINES
STATE: IA
ZIP: 50309
BUSINESS PHONE: 515-284-1011
MAIL ADDRESS:
STREET 1: 111 EAST GRAND AVE
STREET 2: SUITE 412
CITY: DES MOINES
STATE: IA
ZIP: 50309
13F-HR/A
1
primary_doc.xml
13F-HR/A
LIVE
false
false
false
0001843684
XXXXXXXX
12-31-2020
12-31-2020
true
1
RESTATEMENT
West Financial Advisors, LLC
111 EAST GRAND AVE
SUITE 412
DES MOINES
IA
50309
13F HOLDINGS REPORT
028-20531
N
Laura West
Managing Partner
515-284-1011
Laura West
Des Moines
IA
02-22-2021
0
153
282215
false
INFORMATION TABLE
2
aci_13f.xml
AFLAC INC
COM
001055102
345
7769
SH
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AT&T INC
COM
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SOLE
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0
0
0
AIR PRODS & CHEMS INC
COM
009158106
96
350
SH
SOLE
0
0
0
0
ALLIANT ENERGY CORP
COM
018802108
555
10768
SH
SOLE
0
0
0
0
ALPHABET INC
CAP STK CL C
02079K107
175
100
SH
SOLE
0
0
0
0
ALPHABET INC
CAP STK CL A
02079K305
175
100
SH
SOLE
0
0
0
0
ALTERYX INC
COM CL A
02156B103
21
170
SH
SOLE
0
0
0
0
ALTRIA GROUP INC
COM
02209S103
9
209
SH
SOLE
0
0
0
0
AMAZON COM INC
COM
023135106
55
17
SH
SOLE
0
0
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
10
120
SH
SOLE
0
0
0
0
AMES NATL CORP
COM
031001100
19
804
SH
SOLE
0
0
0
0
APPLE INC
COM
037833100
2042
15390
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0
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0
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BP PLC
SPONSORED ADR
055622104
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148
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SOLE
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BARRICK GOLD CORP
COM
067901108
1
40
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SOLE
0
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BAXTER INTL INC
COM
071813109
74
925
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SOLE
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BECTON DICKINSON & CO
COM
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138
550
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL A
084670108
348
1
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0
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0
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BEST BUY INC
COM
086516101
27
271
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SOLE
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BLACKROCK INC
COM
09247X101
144
200
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CVS HEALTH CORP
COM
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38
550
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SOLE
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CANOPY GROWTH CORP
COM
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5
200
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SOLE
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CASEYS GEN STORES INC
COM
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13
73
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SOLE
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CHEMOURS CO
COM
163851108
3
117
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CHURCH & DWIGHT INC
COM
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189
2163
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COCA COLA CO
COM
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41
750
SH
SOLE
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0
COMCAST CORP NEW
CL A
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105
2000
SH
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CONSOLIDATED EDISON INC
COM
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29
402
SH
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CORTEVA INC
COM
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COSTCO WHSL CORP NEW
COM
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SH
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DEERE & CO
COM
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SH
SOLE
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DIAGEO PLC
SPON ADR NEW
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36
225
SH
SOLE
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DISNEY WALT CO
COM
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196
1081
SH
SOLE
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DOLLAR GEN CORP NEW
COM
256677105
105
500
SH
SOLE
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0
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DOW INC
COM
260557103
14
249
SH
SOLE
0
0
0
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DUPONT DE NEMOURS INC
COM
26614N102
18
249
SH
SOLE
0
0
0
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ECOLAB INC
COM
278865100
27
125
SH
SOLE
0
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EVERGY INC
COM
30034W106
38
681
SH
SOLE
0
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EXXON MOBIL CORP
COM
30231G102
22
528
SH
SOLE
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FACEBOOK INC
CL A
30303M102
418
1530
SH
SOLE
0
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FUBOTV INC
COM
35953D104
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40
SH
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GLADSTONE LD CORP
COM
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1
100
SH
SOLE
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GREAT WESTN BANCORP INC
COM
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5000
SH
SOLE
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HEALTHPEAK PROPERTIES INC
COM
42250P103
6
200
SH
SOLE
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HONEYWELL INTL INC
COM
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SH
SOLE
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INTEL CORP
COM
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1000
SH
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UNIT SER 1
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FTSE RAFI 1000
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INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
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GLOBAL WATER
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ISHARES TR
TIPS BD ETF
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CORE S&P500 ETF
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CORE US AGGBD ET
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MSCI EMG MKT ETF
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IBOXX INV CP ETF
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MSCI EAFE ETF
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RUS MID CAP ETF
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CORE S&P MCP ETF
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RUS 1000 VAL ETF
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RUS 2000 VAL ETF
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RUSSELL 2000 ETF
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CORE S&P SCP ETF
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SHRT NAT MUN ETF
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NATIONAL MUN ETF
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MSCI KLD400 SOC
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ISHS 5-10YR INVT
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MSCI USA ESG SLC
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CORE MSCI EAFE
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JABIL INC
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JOHNSON & JOHNSON
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KROGER CO
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LUMOS PHARMA INC
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CL A
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COM
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548
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MODERNA INC
COM
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NIO INC
SPON ADS
62914V106
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NIKE INC
CL B
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600
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NVIDIA CORPORATION
COM
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ORACLE CORP
COM
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OTTER TAIL CORP
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PROCTER AND GAMBLE CO
COM
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PRUDENTIAL FINL INC
COM
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QUALCOMM INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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ROKU INC
COM CL A
77543R102
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SOLE
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S & T BANCORP INC
COM
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S&P GLOBAL INC
COM
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TR UNIT
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SPDR GOLD TR
GOLD SHS
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SPDR SER TR
PORTFOLIO AGRGTE
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S&P DIVID ETF
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PORTFOLI S&P1500
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
US SML CAP ETF
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2
26
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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107
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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343
5349
SH
SOLE
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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3690
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SCHWAB STRATEGIC TR
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808524839
348
6213
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14
357
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SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1
28
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SBI MATERIALS
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3257
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TECHNOLOGY
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COM
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COM
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TARGET CORP
COM
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103
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TESLA INC
COM
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3-D SYS CORP DEL
COM NEW
88554D205
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TYLER TECHNOLOGIES INC
COM
902252105
443
1014
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UNITED PARCEL SERVICE INC
CL B
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200
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UNITEDHEALTH GROUP INC
COM
91324P102
158
450
SH
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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16471
116677
SH
SOLE
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VANGUARD STAR FDS
VG TL INTL STK F
921909768
5873
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SH
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VANGUARD WORLD FD
ESG US CORP BD
921910691
168
2209
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VANGUARD WORLD FD
ESG INTL STK ETF
921910725
855
14425
SH
SOLE
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0
0
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VANGUARD WORLD FD
ESG US STK ETF
921910733
576
8215
SH
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0
0
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VANGUARD WORLD FD
MEGA CAP INDEX
921910873
943
7063
SH
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VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
33189
376338
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VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
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SH
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0
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
161
1764
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VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
140
1720
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TT WRLD ST ETF
922042742
11
114
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VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
7
120
SH
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0
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
12604
251523
SH
SOLE
0
0
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
11620
139583
SH
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0
0
0
0
VEEVA SYS INC
CL A COM
922475108
1
4
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VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
26
218
SH
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0
0
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
45
530
SH
SOLE
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0
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VANGUARD INDEX FDS
SM CP VAL ETF
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304
2140
SH
SOLE
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VANGUARD INDEX FDS
LARGE CAP ETF
922908637
40
225
SH
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VANGUARD INDEX FDS
EXTEND MKT ETF
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10070
61148
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VANGUARD INDEX FDS
GROWTH ETF
922908736
779
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VANGUARD INDEX FDS
VALUE ETF
922908744
93
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SH
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VANGUARD INDEX FDS
SMALL CP ETF
922908751
8271
42485
SH
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0
0
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
50
846
SH
SOLE
0
0
0
0
VIATRIS INC
COM
92556V106
1
77
SH
SOLE
0
0
0
0
WHIRLPOOL CORP
COM
963320106
2
10
SH
SOLE
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0
0
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WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
502
7570
SH
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0
0
0
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ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
22
64
SH
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0
0
0
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
152
580
SH
SOLE
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0
0
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MEDTRONIC PLC
SHS
G5960L103
117
1000
SH
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STONECO LTD
COM CL A
G85158106
1
13
SH
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