Managing Partner

0000870156-21-000048.txt : 20211013 0000870156-21-000048.hdr.sgml : 20211013 20211013124216 ACCESSION NUMBER: 0000870156-21-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211013 DATE AS OF CHANGE: 20211013 EFFECTIVENESS DATE: 20211013 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: 211320697 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 09-30-2021 09-30-2021 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 10-12-2021 0 152 341491 false INFORMATION TABLE 2 aci_13f.xml AFLAC INC COM 001055102 400 7669 SH SOLE 0 0 0 AT&T INC COM 00206R102 0 5 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 2 20 SH SOLE 0 0 0 AIR PRODS & CHEMS INC COM 009158106 90 350 SH SOLE 0 0 0 ALLIANT ENERGY CORP COM 018802108 603 10768 SH SOLE 0 0 0 ALPHABET INC CAP STK CL C 02079K107 267 100 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 267 100 SH SOLE 0 0 0 ALTERYX INC COM CL A 02156B103 12 170 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 53 16 SH SOLE 0 0 0 AMERICAN ELEC PWR CO INC COM 025537101 10 120 SH SOLE 0 0 0 AMES NATL CORP COM 031001100 19 804 SH SOLE 0 0 0 APPLE INC COM 037833100 2172 15352 SH SOLE 0 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 150 2500 SH SOLE 0 0 0 BP PLC SPONSORED ADR 055622104 4 148 SH SOLE 0 0 0 BAXTER INTL INC COM 071813109 108 1345 SH SOLE 0 0 0 BECTON DICKINSON & CO COM 075887109 135 550 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 411 1 SH SOLE 0 0 0 BEST BUY INC COM 086516101 84 798 SH SOLE 0 0 0 BLACKROCK INC COM 09247X101 168 200 SH SOLE 0 0 0 BOEING CO COM 097023105 44 200 SH SOLE 0 0 0 CVS HEALTH CORP COM 126650100 64 753 SH SOLE 0 0 0 CANOPY GROWTH CORP COM 138035100 3 200 SH SOLE 0 0 0 CASEYS GEN STORES INC COM 147528103 14 75 SH SOLE 0 0 0 CHEMOURS CO COM 163851108 3 117 SH SOLE 0 0 0 CHURCH & DWIGHT INC COM 171340102 164 1983 SH SOLE 0 0 0 COCA COLA CO COM 191216100 39 750 SH SOLE 0 0 0 COMCAST CORP NEW CL A 20030N101 73 1300 SH SOLE 0 0 0 CONSOLIDATED EDISON INC COM 209115104 29 402 SH SOLE 0 0 0 CORTEVA INC COM 22052L104 93 2202 SH SOLE 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 45 100 SH SOLE 0 0 0 DEERE & CO COM 244199105 15 44 SH SOLE 0 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 43 225 SH SOLE 0 0 0 DISNEY WALT CO COM 254687106 155 915 SH SOLE 0 0 0 DOLLAR GEN CORP NEW COM 256677105 106 500 SH SOLE 0 0 0 DOW INC COM 260557103 14 249 SH SOLE 0 0 0 DUPONT 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SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 897 2273 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30 218 SH SOLE 0 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 240 2355 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 352 2081 SH SOLE 0 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 233 982 SH SOLE 0 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 45 225 SH SOLE 0 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 12635 69285 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1139 3924 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8218 60706 SH SOLE 0 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 11425 52247 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 41 753 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 576 7570 SH SOLE 0 0 0 ZYMERGEN INC COM 98985X100 3 229 SH SOLE 0 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 186 580 SH SOLE 0 0 0 MEDTRONIC PLC SHS G5960L103 125 1000 SH SOLE 0 0 0