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Taddei, Ludwig & Associates

Latest statistics and disclosures from WestHill Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VONG, VONV, VEA, FBND, and represent 65.03% of WestHill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL, FBND, VEA, PYLD, SCHR, COST, VONG, SCHI, IWP, VONV.
Started 6 new stock positions in NKE, PH, PYLD, VST, GGN, ORCL.
Reduced shares in these 10 stocks: NRIX, PFE, VNQ, VOO, IWF, NVDA, VZ, IWD, DHR, IVV.
Sold out of its position in PFE.
WestHill Financial Advisors was a net buyer of stock by $9.1M.
WestHill Financial Advisors has $446M in assets under management (AUM), dropping by 8.19%.
Central Index Key (CIK): 0001759641

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Positions held by Taddei, Ludwig & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	18.2	$81M		154k	527.67	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	14.5	$65M		672k	96.52	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	13.1	$58M		699k	83.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.3	$55M	+2%	1.0M	52.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.9	$31M	+5%	663k	46.74	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.6	$25M	+4%	494k	50.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$13M		266k	47.85	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.6	$12M	+3%	256k	46.16	View chart
Apple (AAPL)	2.5	$11M	+19%	47k	233.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.1	$9.3M	+3%	79k	117.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.0	$9.0M		68k	132.25	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.8	$8.2M		40k	207.25	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	1.8	$8.0M		54k	147.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.5	$6.5M	+5%	65k	100.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$6.4M	-3%	65k	97.42	View chart
Nurix Therapeutics (NRIX)	1.2	$5.4M	-15%	238k	22.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$3.8M		6.7k	576.85	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$3.0M		87k	34.29	View chart
Microsoft Corporation (MSFT)	0.7	$3.0M		6.9k	430.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$2.1M	-2%	11k	189.80	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.7M		4.7k	353.48	View chart
Amazon (AMZN)	0.4	$1.7M		8.9k	186.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.6M	+4%	16k	101.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.4M		16k	88.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.4M	-5%	3.6k	375.43	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M	+328%	1.4k	886.32	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.2M		14k	89.36	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	-5%	9.5k	121.43	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.0M	NEW	39k	26.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$925k		15k	62.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$872k		1.9k	460.26	View chart
Chevron Corporation (CVX)	0.2	$857k		5.8k	147.27	View chart
JPMorgan Chase & Co. (JPM)	0.2	$671k	+2%	3.2k	210.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$656k		16k	41.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$642k		9.5k	67.85	View chart
Western Alliance Bancorporation (WAL)	0.1	$630k		7.3k	86.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$613k		1.3k	487.92	View chart
United Parcel Service CL B (UPS)	0.1	$607k		4.5k	136.35	View chart
Procter & Gamble Company (PG)	0.1	$549k		3.2k	173.22	View chart
Abbvie (ABBV)	0.1	$546k		2.8k	197.48	View chart
Caterpillar (CAT)	0.1	$542k		1.4k	391.12	View chart
PG&E Corporation (PCG)	0.1	$501k		25k	19.77	View chart
Danaher Corporation (DHR)	0.1	$487k	-7%	1.8k	278.02	View chart
Marsh & McLennan Companies (MMC)	0.1	$478k	+2%	2.1k	223.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$474k		5.7k	83.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$462k		805.00	573.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$428k		2.6k	167.17	View chart
Thermo Fisher Scientific (TMO)	0.1	$413k		667.00	618.57	View chart
Meta Platforms Cl A (META)	0.1	$403k	+3%	704.00	572.44	View chart
Visa Com Cl A (V)	0.1	$399k	+5%	1.5k	274.97	View chart
Advanced Micro Devices (AMD)	0.1	$383k		2.3k	164.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$368k	+3%	1.3k	283.19	View chart
Johnson & Johnson (JNJ)	0.1	$363k		2.2k	162.06	View chart
Exxon Mobil Corporation (XOM)	0.1	$357k		3.0k	117.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$327k		2.7k	119.61	View chart
Eli Lilly & Co. (LLY)	0.1	$327k	-5%	369.00	885.94	View chart
Fair Isaac Corporation (FICO)	0.1	$323k	+10%	166.00	1943.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$315k	+2%	1.9k	165.81	View chart
UnitedHealth (UNH)	0.1	$284k	+11%	485.00	584.68	View chart
Parker-Hannifin Corporation (PH)	0.1	$274k	NEW	433.00	631.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$261k	-3%	4.2k	62.32	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$259k		1.8k	142.04	View chart
Boulder Growth & Income Fund (STEW)	0.1	$256k		16k	15.80	View chart
Qualcomm (QCOM)	0.1	$254k		1.5k	170.06	View chart
Merck & Co (MRK)	0.1	$245k	+3%	2.2k	113.58	View chart
Home Depot (HD)	0.1	$242k		597.00	405.19	View chart
Verizon Communications (VZ)	0.1	$231k	-20%	5.1k	44.91	View chart
Vistra Energy (VST)	0.1	$228k	NEW	1.9k	118.54	View chart
Cisco Systems (CSCO)	0.0	$222k	-4%	4.2k	53.22	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.0	$219k	+2%	4.3k	51.24	View chart
Oracle Corporation (ORCL)	0.0	$211k	NEW	1.2k	170.40	View chart
Nike CL B (NKE)	0.0	$201k	NEW	2.3k	88.40	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$130k		12k	10.89	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$52k	NEW	12k	4.28	View chart
Cytomx Therapeutics (CTMX)	0.0	$20k		17k	1.18	View chart

Past Filings by WestHill Financial Advisors

SEC 13F filings are viewable for WestHill Financial Advisors going back to 2020

WestHill Financial Advisors 2024 Q3 filed Oct. 18, 2024
WestHill Financial Advisors 2024 Q2 filed July 19, 2024
WestHill Financial Advisors 2024 Q1 filed April 25, 2024
WestHill Financial Advisors 2023 Q4 filed Jan. 31, 2024
WestHill Financial Advisors 2023 Q3 filed Nov. 13, 2023
WestHill Financial Advisors 2023 Q2 filed Aug. 11, 2023
WestHill Financial Advisors 2023 Q1 filed May 11, 2023
WestHill Financial Advisors 2022 Q4 filed Feb. 14, 2023
WestHill Financial Advisors 2022 Q3 filed Nov. 14, 2022
WestHill Financial Advisors 2022 Q2 filed July 29, 2022
WestHill Financial Advisors 2022 Q1 filed April 27, 2022
WestHill Financial Advisors 2021 Q4 filed Feb. 14, 2022
Taddei, Ludwig & Associates 2021 Q1 filed Oct. 13, 2021
WestHill Financial Advisors 2021 Q3 filed Oct. 13, 2021
Taddei, Ludwig & Associates 2020 Q4 filed Feb. 17, 2021

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