Managing Partner

0000870156-22-000022.txt : 20220418 0000870156-22-000022.hdr.sgml : 20220418 20220418122506 ACCESSION NUMBER: 0000870156-22-000022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-20531 FILM NUMBER: 22831532 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 1 primary_doc.xml 13F-HR LIVE false false false 0001843684 XXXXXXXX 03-31-2022 03-31-2022 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 04-18-2022 0 184 380077 false INFORMATION TABLE 2 aci_13f.xml AFLAC INC COM 001055102 494 7669 SH SOLE 0 0 0 AT&T INC COM 00206R102 0 5 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 10 64 SH SOLE 0 0 0 AIR PRODS & CHEMS INC COM 009158106 87 350 SH SOLE 0 0 0 ALLIANT ENERGY CORP COM 018802108 673 10768 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 279 100 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 289 104 SH SOLE 0 0 0 ALTERYX INC COM CL A 02156B103 12 170 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 62 19 SH SOLE 0 0 0 AMERICAN ELEC PWR CO INC COM 025537101 12 120 SH SOLE 0 0 0 AMES NATL CORP COM 031001100 20 804 SH SOLE 0 0 0 AMGEN INC COM 031162100 375 1549 SH SOLE 0 0 0 APPLE INC COM 037833100 2681 15356 SH SOLE 0 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 226 2500 SH SOLE 0 0 0 AVISTA CORP COM 05379B107 13 283 SH SOLE 0 0 0 BP PLC SPONSORED ADR 055622104 4 148 SH SOLE 0 0 0 BARINGS BDC INC COM 06759L103 10 982 SH SOLE 0 0 0 BAXTER INTL INC COM 071813109 104 1345 SH SOLE 0 0 0 BECTON DICKINSON & CO COM 075887109 146 550 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH SOLE 0 0 0 BEST BUY INC COM 086516101 74 812 SH SOLE 0 0 0 BLACKROCK INC COM 09247X101 160 210 SH SOLE 0 0 0 BOEING CO COM 097023105 38 200 SH SOLE 0 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 8 149 SH SOLE 0 0 0 CVS HEALTH CORP COM 126650100 76 753 SH SOLE 0 0 0 CANOPY GROWTH CORP COM 138035100 2 200 SH SOLE 0 0 0 CASEYS GEN STORES INC COM 147528103 20 100 SH SOLE 0 0 0 CHEMOURS CO COM 163851108 4 117 SH SOLE 0 0 0 CHEVRON CORP NEW COM 166764100 7 46 SH SOLE 0 0 0 CHURCH & DWIGHT CO INC COM 171340102 197 1983 SH SOLE 0 0 0 CISCO SYS INC COM 17275R102 8 141 SH SOLE 0 0 0 COCA COLA CO COM 191216100 47 750 SH SOLE 0 0 0 COMCAST CORP NEW CL A 20030N101 61 1300 SH SOLE 0 0 0 CONSOLIDATED EDISON INC COM 209115104 52 544 SH SOLE 0 0 0 CORTEVA INC COM 22052L104 127 2202 SH SOLE 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 58 100 SH SOLE 0 0 0 DEERE & CO COM 244199105 14 32 SH SOLE 0 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 53 262 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 12619 400354 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6709 238337 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 361 13758 SH SOLE 0 0 0 DISNEY WALT CO COM 254687106 25 181 SH SOLE 0 0 0 DOLLAR GEN CORP NEW COM 256677105 111 500 SH SOLE 0 0 0 DOW INC COM 260557103 16 249 SH SOLE 0 0 0 DUPONT DE NEMOURS INC COM 26614N102 18 249 SH SOLE 0 0 0 EMERSON ELEC CO COM 291011104 7 69 SH SOLE 0 0 0 ENBRIDGE INC COM 29250N105 9 200 SH SOLE 0 0 0 EVERGY INC COM 30034W106 47 681 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 51 623 SH SOLE 0 0 0 META PLATFORMS INC CL A 30303M102 217 975 SH SOLE 0 0 0 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 155 4212 SH SOLE 0 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 30 718 SH SOLE 0 0 0 GILEAD SCIENCES INC COM 375558103 5 92 SH SOLE 0 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2 39 SH SOLE 0 0 0 HONEYWELL INTL INC COM 438516106 168 864 SH SOLE 0 0 0 ING GROEP N.V. SPONSORED ADR 456837103 2 159 SH SOLE 0 0 0 INTEL CORP COM 458140100 12 250 SH SOLE 0 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 79 600 SH SOLE 0 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 5 41 SH SOLE 0 0 0 INTERNATIONAL PAPER CO COM 460146103 6 132 SH SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4676 12899 SH SOLE 0 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 6 21 SH SOLE 0 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2056 12033 SH SOLE 0 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 201 3000 SH SOLE 0 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 46 1250 SH SOLE 0 0 0 ISHARES TR SELECT DIVID ETF 464287168 35 273 SH SOLE 0 0 0 ISHARES TR TIPS BD ETF 464287176 11658 93588 SH SOLE 0 0 0 ISHARES TR CORE S&P500 ETF 464287200 236 520 SH SOLE 0 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 64 1420 SH SOLE 0 0 0 ISHARES TR IBOXX INV CP ETF 464287242 150 1239 SH SOLE 0 0 0 ISHARES TR MSCI EAFE ETF 464287465 330 4485 SH SOLE 0 0 0 ISHARES TR RUS MID CAP ETF 464287499 81 1040 SH SOLE 0 0 0 ISHARES TR CORE S&P MCP ETF 464287507 15254 56847 SH SOLE 0 0 0 ISHARES TR EXPANDED TECH 464287515 10 30 SH SOLE 0 0 0 ISHARES TR ISHARES BIOTECH 464287556 19 148 SH SOLE 0 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 65 391 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 22 80 SH SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 70 343 SH SOLE 0 0 0 ISHARES TR CORE S&P SCP ETF 464287804 114 1056 SH SOLE 0 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 19498 186406 SH SOLE 0 0 0 ISHARES TR NATIONAL MUN ETF 464288414 29904 272750 SH SOLE 0 0 0 ISHARES TR MSCI KLD400 SOC 464288570 559 6450 SH SOLE 0 0 0 ISHARES TR MSCI USA ESG SLC 464288802 623 6437 SH SOLE 0 0 0 ISHARES TR U.S. MED DVC ETF 464288810 25 410 SH SOLE 0 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1087 15631 SH SOLE 0 0 0 ISHARES INC CORE MSCI EMKT 46434G103 83 1501 SH SOLE 0 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 16 264 SH SOLE 0 0 0 ISHARES TR CORE DIV GRWTH 46434V621 101 1895 SH SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 108 791 SH SOLE 0 0 0 JABIL INC COM 466313103 12 200 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 142 800 SH SOLE 0 0 0 KIMBERLY-CLARK CORP COM 494368103 6 46 SH SOLE 0 0 0 KROGER CO COM 501044101 64 1112 SH SOLE 0 0 0 LAUDER ESTEE COS INC CL A 518439104 8 28 SH SOLE 0 0 0 LOCKHEED MARTIN CORP COM 539830109 8 19 SH SOLE 0 0 0 LOWES COS INC COM 548661107 208 1029 SH SOLE 0 0 0 LUMOS PHARMA INC COM 55028X109 7 784 SH SOLE 0 0 0 MAGNA INTL INC COM 559222401 2 24 SH SOLE 0 0 0 MASTERCARD INCORPORATED CL A 57636Q104 187 522 SH SOLE 0 0 0 MCDONALDS CORP COM 580135101 5 20 SH SOLE 0 0 0 MERCK & CO INC COM 58933Y105 112 1369 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 786 2550 SH SOLE 0 0 0 NETAPP INC COM 64110D104 6 68 SH SOLE 0 0 0 NIKE INC CL B 654106103 104 774 SH SOLE 0 0 0 ORACLE CORP COM 68389X105 195 2360 SH SOLE 0 0 0 ORGANON & CO COMMON STOCK 68622V106 4 128 SH SOLE 0 0 0 OTTER TAIL CORP COM 689648103 21 334 SH SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 6 48 SH SOLE 0 0 0 PEPSICO INC COM 713448108 100 595 SH SOLE 0 0 0 PFIZER INC COM 717081103 38 728 SH SOLE 0 0 0 PHILIP MORRIS INTL INC COM 718172109 7 78 SH SOLE 0 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 11 107 SH SOLE 0 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 133 1813 SH SOLE 0 0 0 PROCTER AND GAMBLE CO COM 742718109 100 656 SH SOLE 0 0 0 PROSHARES TR BITCOIN STRATE 74347G440 986 34539 SH SOLE 0 0 0 PRUDENTIAL FINL INC COM 744320102 24 199 SH SOLE 0 0 0 QUALCOMM INC COM 747525103 260 1699 SH SOLE 0 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 73 733 SH SOLE 0 0 0 S & T BANCORP INC COM 783859101 8 262 SH SOLE 0 0 0 S&P GLOBAL INC COM 78409V104 76 185 SH SOLE 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 90374 200102 SH SOLE 0 0 0 SPDR GOLD TR GOLD SHS 78463V107 5 25 SH SOLE 0 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7 200 SH SOLE 0 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4 151 SH SOLE 0 0 0 SPDR SER TR S&P DIVID ETF 78464A763 8 63 SH SOLE 0 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 17 307 SH SOLE 0 0 0 SPDR SER TR S&P 600 SML CAP 78464A813 18 189 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 19 38 SH SOLE 0 0 0 SCHWAB CHARLES CORP COM 808513105 1062 12600 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 842 15774 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1 46 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 382 4837 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 148 4037 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 294 5811 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1 50 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 34 552 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1525 20094 SH SOLE 0 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1544 40305 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1584 21274 SH SOLE 0 0 0 SERVICENOW INC COM 81762P102 7 12 SH SOLE 0 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 3 25 SH SOLE 0 0 0 STARBUCKS CORP COM 855244109 61 666 SH SOLE 0 0 0 TJX COS INC NEW COM 872540109 55 900 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2 21 SH SOLE 0 0 0 TARGET CORP COM 87612E106 22 103 SH SOLE 0 0 0 TESLA INC COM 88160R101 136 126 SH SOLE 0 0 0 TRUIST FINL CORP COM 89832Q109 8 140 SH SOLE 0 0 0 TYLER TECHNOLOGIES INC COM 902252105 396 889 SH SOLE 0 0 0 US BANCORP DEL COM NEW 902973304 8 148 SH SOLE 0 0 0 UNITED PARCEL SERVICE INC CL B 911312106 8 35 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM 91324P102 229 450 SH SOLE 0 0 0 VALERO ENERGY CORP COM 91913Y100 8 75 SH SOLE 0 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10967 67632 SH SOLE 0 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 4767 79803 SH SOLE 0 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 570 8397 SH SOLE 0 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1224 21400 SH SOLE 0 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 1196 14747 SH SOLE 0 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 1123 7063 SH SOLE 0 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 33151 416790 SH SOLE 0 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 38734 806451 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 140 1244 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 136 1720 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7 120 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 15908 344856 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 19382 248197 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6696 16127 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 33 218 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 977 9014 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 371 2106 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1256 5281 SH SOLE 0 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 42 200 SH SOLE 0 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 12018 72547 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2024 7039 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 298 2015 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 11135 52392 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 38 752 SH SOLE 0 0 0 VIATRIS INC COM 92556V106 1 73 SH SOLE 0 0 0 WHIRLPOOL CORP COM 963320106 2 10 SH SOLE 0 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 267 3625 SH SOLE 0 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 198 588 SH SOLE 0 0 0 CREDICORP LTD COM G2519Y108 2 10 SH SOLE 0 0 0 MEDTRONIC PLC SHS G5960L103 111 1000 SH SOLE 0 0 0 ALCON AG ORD SHS H01301128 2 21 SH SOLE 0 0 0 TE CONNECTIVITY LTD SHS H84989104 7 54 SH SOLE 0 0 0