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Size ($ in 1000's)
At 12/31/2023: $377,294 At 09/30/2023: $342,698
WestHill Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WestHill Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the WestHill Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by WestHill Financial Advisors Inc..
In the WestHill Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by WestHill Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the WestHill Financial Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VOO) |
156,253 |
+945 |
$68,251 | VOO | 156,253 | +945 | $68,251 | VANGUARD SCOTTSDALE FDS (VONG) |
697,687 |
-1,261 |
$54,434 | VONG | 697,687 | -1,261 | $54,434 | VANGUARD SCOTTSDALE FDS (VONV) |
676,064 |
+6,638 |
$49,042 | VONV | 676,064 | +6,638 | $49,042 | VANGUARD TAX MANAGED FDS (VEA) |
997,119 |
+8,173 |
$47,762 | VEA | 997,119 | +8,173 | $47,762 | FIDELITY MERRIMACK STR TR |
577,283 |
+3,290 |
$26,578 | FBND | 577,283 | +3,290 | $26,578 | SCHWAB STRATEGIC TR |
442,261 |
-16,396 |
$21,989 | SCHR | 442,261 | -16,396 | $21,989 | SCHWAB STRATEGIC TR |
233,586 |
-3,673 |
$10,497 | SCHI | 233,586 | -3,673 | $10,497 | VANGUARD INTL EQUITY INDEX F (VWO) |
246,107 |
+3,763 |
$10,115 | VWO | 246,107 | +3,763 | $10,115 | APPLE INC |
43,299 |
-52 |
$8,336 | AAPL | 43,299 | -52 | $8,336 | ISHARES TR (IWP) |
76,399 |
+623 |
$7,981 | IWP | 76,399 | +623 | $7,981 | ISHARES TR (IWS) |
66,259 |
+1,081 |
$7,705 | IWS | 66,259 | +1,081 | $7,705 | VANGUARD SCOTTSDALE FDS (VTWV) |
51,087 |
+709 |
$6,978 | VTWV | 51,087 | +709 | $6,978 | VANGUARD SCOTTSDALE FDS (VTWG) |
37,581 |
+708 |
$6,898 | VTWG | 37,581 | +708 | $6,898 | PIMCO ETF TR (MINT) |
57,993 |
-4,420 |
$5,787 | MINT | 57,993 | -4,420 | $5,787 | VANGUARD INDEX FDS (VNQ) |
63,959 |
+354 |
$5,651 | VNQ | 63,959 | +354 | $5,651 | ISHARES TR (IVV) |
6,659 |
+3 |
$3,180 | IVV | 6,659 | +3 | $3,180 | NURIX THERAPEUTICS INC |
283,333 |
UNCH |
$2,924 | NRIX | 283,333 | UNCH | $2,924 | MICROSOFT CORP |
7,464 |
+417 |
$2,807 | MSFT | 7,464 | +417 | $2,807 | DIMENSIONAL ETF TRUST (DFAC) |
87,735 |
UNCH |
$2,564 | DFAC | 87,735 | UNCH | $2,564 | ISHARES TR (IWD) |
11,086 |
-69 |
$1,832 | IWD | 11,086 | -69 | $1,832 | AMAZON COM INC |
11,707 |
+6 |
$1,779 | AMZN | 11,707 | +6 | $1,779 | VANGUARD INDEX FDS (VTI) |
7,110 |
+6,019 |
$1,687 | VTI | 7,110 | +6,019 | $1,687 | ISHARES TR (AGG) |
14,487 |
+171 |
$1,438 | AGG | 14,487 | +171 | $1,438 | ISHARES TR (IWR) |
15,829 |
-99 |
$1,230 | IWR | 15,829 | -99 | $1,230 | ISHARES TR (IWF) |
3,932 |
UNCH |
$1,192 | IWF | 3,932 | UNCH | $1,192 | VANGUARD SCOTTSDALE FDS (VTWO) |
13,435 |
+90 |
$1,090 | VTWO | 13,435 | +90 | $1,090 | CHEVRON CORP NEW |
5,860 |
-744 |
$874 | CVX | 5,860 | -744 | $874 | DIMENSIONAL ETF TRUST (DFUS) |
15,037 |
UNCH |
$779 | DFUS | 15,037 | UNCH | $779 | UNITED PARCEL SERVICE INC |
4,448 |
+1 |
$699 | UPS | 4,448 | +1 | $699 | BERKSHIRE HATHAWAY INC DEL |
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$663 | BRK.B | 1,859 | -100 | $663 | DIMENSIONAL ETF TRUST (DFUV) |
15,726 |
UNCH |
$585 | DFUV | 15,726 | UNCH | $585 | SCHWAB STRATEGIC TR |
9,462 |
UNCH |
$534 | SCHX | 9,462 | UNCH | $534 | JPMORGAN CHASE & CO |
3,072 |
+2 |
$523 | JPM | 3,072 | +2 | $523 | INVESCO QQQ TR |
1,245 |
UNCH |
$510 | QQQ | 1,245 | UNCH | $510 | PROCTER AND GAMBLE CO |
3,460 |
+240 |
$507 | PG | 3,460 | +240 | $507 | ABBVIE INC |
3,181 |
-118 |
$493 | ABBV | 3,181 | -118 | $493 | ISHARES TR (EFA) |
6,404 |
-106 |
$483 | EFA | 6,404 | -106 | $483 | WESTERN ALLIANCE BANCORP |
7,289 |
UNCH |
$480 | WAL | 7,289 | UNCH | $480 | NIKE INC |
4,410 |
UNCH |
$479 | NKE | 4,410 | UNCH | $479 | DANAHER CORPORATION |
1,888 |
UNCH |
$437 | DHR | 1,888 | UNCH | $437 | CATERPILLAR INC |
1,419 |
+8 |
$420 | CAT | 1,419 | +8 | $420 | JOHNSON & JOHNSON |
2,682 |
-568 |
$420 | JNJ | 2,682 | -568 | $420 | EXXON MOBIL CORP |
4,123 |
-26 |
$412 | XOM | 4,123 | -26 | $412 | PG&E CORP |
21,688 |
UNCH |
$391 | PCG | 21,688 | UNCH | $391 | SPDR S&P 500 ETF TR (SPY) |
805 |
-216 |
$383 | SPY | 805 | -216 | $383 | VISA INC |
1,355 |
-13 |
$353 | V | 1,355 | -13 | $353 | ALPHABET INC |
2,494 |
+8 |
$351 | GOOG | 2,494 | +8 | $351 | PFIZER INC |
12,185 |
UNCH |
$351 | PFE | 12,185 | UNCH | $351 | THERMO FISHER SCIENTIFIC INC |
652 |
-1 |
$346 | TMO | 652 | -1 | $346 | ADVANCED MICRO DEVICES INC |
2,331 |
UNCH |
$344 | AMD | 2,331 | UNCH | $344 |
See Full List: All Stocks Held By WestHill Financial Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By WestHill Financial Advisors Inc.
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