Taddei, Ludwig & Associates

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

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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 December 2023 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) 18.1 $68M 156k 436.80
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 14.4 $54M 698k 78.02
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.0 $49M 676k 72.54
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.7 $48M 997k 47.90
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.0 $27M 577k 46.04
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 5.8 $22M -3% 442k 49.72
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.8 $11M 234k 44.94
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $10M 246k 41.10
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Apple (AAPL) 2.2 $8.3M 43k 192.53
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Ishares Tr Rus Md Cp Gr Etf (IWP) 2.1 $8.0M 76k 104.46
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Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $7.7M 66k 116.29
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.8 $7.0M 51k 136.58
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.8 $6.9M 38k 183.55
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.5 $5.8M -7% 58k 99.79
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Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $5.7M 64k 88.36
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.2M 6.7k 477.61
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Nurix Therapeutics (NRIX) 0.8 $2.9M 283k 10.32
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Microsoft Corporation (MSFT) 0.7 $2.8M +5% 7.5k 376.05
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $2.6M 88k 29.23
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.8M 11k 165.25
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Amazon (AMZN) 0.5 $1.8M 12k 151.94
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.7M +551% 7.1k 237.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.4M 15k 99.25
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Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.2M 16k 77.73
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 3.9k 303.21
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.1M 13k 81.10
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Chevron Corporation (CVX) 0.2 $874k -11% 5.9k 149.16
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $779k 15k 51.83
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United Parcel Service CL B (UPS) 0.2 $699k 4.4k 157.23
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $663k -5% 1.9k 356.66
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $585k 16k 37.22
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $534k 9.5k 56.40
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JPMorgan Chase & Co. (JPM) 0.1 $523k 3.1k 170.10
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $510k 1.2k 409.63
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Procter & Gamble Company (PG) 0.1 $507k +7% 3.5k 146.55
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Abbvie (ABBV) 0.1 $493k -3% 3.2k 154.97
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $483k 6.4k 75.35
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Western Alliance Bancorporation (WAL) 0.1 $480k 7.3k 65.79
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Nike CL B (NKE) 0.1 $479k 4.4k 108.57
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Danaher Corporation (DHR) 0.1 $437k 1.9k 231.34
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Johnson & Johnson (JNJ) 0.1 $420k -17% 2.7k 156.74
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Caterpillar (CAT) 0.1 $420k 1.4k 295.67
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Exxon Mobil Corporation (XOM) 0.1 $412k 4.1k 99.98
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PG&E Corporation (PCG) 0.1 $391k 22k 18.03
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $383k -21% 805.00 475.45
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Visa Com Cl A (V) 0.1 $353k 1.4k 260.27
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Alphabet Cap Stk Cl C (GOOG) 0.1 $352k 2.5k 140.93
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Pfizer (PFE) 0.1 $351k 12k 28.79
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Thermo Fisher Scientific (TMO) 0.1 $346k 652.00 530.79
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Advanced Micro Devices (AMD) 0.1 $344k 2.3k 147.41
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Intel Corporation (INTC) 0.1 $334k 6.7k 50.25
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $312k 2.7k 117.13
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $284k -3% 810.00 350.91
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NVIDIA Corporation (NVDA) 0.1 $283k 571.00 495.27
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Verizon Communications (VZ) 0.1 $278k +2% 7.4k 37.70
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Eli Lilly & Co. (LLY) 0.1 $278k 476.00 582.92
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $273k +18% 2.0k 139.69
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Walt Disney Company (DIS) 0.1 $272k -2% 3.0k 90.28
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Boeing Company (BA) 0.1 $249k NEW 955.00 260.66
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Meta Platforms Cl A (META) 0.1 $248k NEW 700.00 353.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $243k 875.00 277.10
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $228k 1.8k 124.97
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Boulder Growth & Income Fund (STEW) 0.1 $224k 16k 13.87
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Union Pacific Corporation (UNP) 0.1 $221k NEW 901.00 245.62
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Marsh & McLennan Companies (MMC) 0.1 $218k -3% 1.2k 189.47
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $217k NEW 1.9k 111.62
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Merck & Co (MRK) 0.1 $216k -3% 2.0k 109.02
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Abbott Laboratories (ABT) 0.1 $213k -17% 1.9k 110.05
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Bristol Myers Squibb (BMY) 0.1 $213k 4.1k 51.31
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.1 $212k 4.2k 50.52
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Home Depot (HD) 0.1 $206k NEW 595.00 346.40
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Vanguard Index Fds Value Etf (VTV) 0.1 $203k +44% 1.4k 149.48
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At&t (T) 0.0 $185k -9% 11k 16.78
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Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $117k NEW 12k 9.80
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Cytomx Therapeutics (CTMX) 0.0 $27k 17k 1.55
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Past Filings by WestHill Financial Advisors

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