Taddei, Ludwig & Associates

WestHill Financial Advisors as of March 31, 2022

Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 121 positions in its portfolio as reported in the March 2022 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) 17.4 $60M 145k 415.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 13.5 $47M 655k 71.36
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.0 $45M 617k 72.80
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.1 $42M 873k 48.03
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.2 $25M 501k 49.77
Schwab Strategic Tr Intrm Trm Tres (SCHR) 6.5 $23M 426k 53.25
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.9 $9.9M 207k 47.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $8.9M 194k 46.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.3 $8.1M 81k 100.16
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $7.0M 59k 119.64
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $6.8M 68k 100.50
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.8 $6.3M 45k 141.20
Apple (AAPL) 1.8 $6.2M 36k 174.60
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $6.0M 32k 186.00
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $5.7M 52k 108.37
Nurix Therapeutics (NRIX) 1.1 $4.0M 283k 14.01
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.2M 7.1k 453.74
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $2.6M 93k 27.58
Microsoft Corporation (MSFT) 0.6 $2.0M 6.5k 308.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.9M 11k 165.95
Chevron Corporation (CVX) 0.4 $1.4M 8.7k 162.83
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.4M 13k 107.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.2M 16k 78.03
Amazon (AMZN) 0.3 $1.2M 363.00 3258.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 4.2k 277.62
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.1M 13k 82.85
United Parcel Service CL B (UPS) 0.3 $973k 4.5k 214.36
Pfizer (PFE) 0.2 $809k 16k 51.76
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $739k 15k 49.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $664k 1.9k 353.00
Western Alliance Bancorporation (WAL) 0.2 $604k 7.3k 82.86
Nike CL B (NKE) 0.2 $603k 4.5k 134.57
Danaher Corporation (DHR) 0.2 $554k 1.9k 293.43
Procter & Gamble Company (PG) 0.2 $539k 3.5k 152.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $514k 9.5k 53.83
Abbvie (ABBV) 0.1 $514k 3.2k 161.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $512k 7.0k 73.64
Verizon Communications (VZ) 0.1 $453k 8.9k 50.92
Thermo Fisher Scientific (TMO) 0.1 $401k 679.00 590.57
Johnson & Johnson (JNJ) 0.1 $399k 2.3k 177.02
Walt Disney Company (DIS) 0.1 $363k 2.6k 137.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $354k 975.00 363.08
Ishares Tr Short Treas Bd (SHV) 0.1 $342k 3.1k 110.39
At&t (T) 0.1 $334k 14k 23.64
Fair Isaac Corporation (FICO) 0.1 $324k 695.00 466.19
Intel Corporation (INTC) 0.1 $324k 6.5k 49.56
Alphabet Cap Stk Cl C (GOOG) 0.1 $307k 110.00 2790.91
Bristol Myers Squibb (BMY) 0.1 $303k 4.1k 73.10
Union Pacific Corporation (UNP) 0.1 $299k 1.1k 273.56
Caterpillar (CAT) 0.1 $298k 1.3k 222.55
International Business Machines (IBM) 0.1 $297k 2.3k 129.98
Abbott Laboratories (ABT) 0.1 $290k 2.4k 118.46
Tesla Motors (TSLA) 0.1 $283k 263.00 1076.05
Accenture Plc Ireland Shs Class A (ACN) 0.1 $282k 837.00 336.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $271k 1.0k 268.58
Home Depot (HD) 0.1 $269k 898.00 299.55
WestAmerica Ban (WABC) 0.1 $261k 4.3k 60.60
Bank of Marin Ban (BMRC) 0.1 $255k 7.3k 35.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $243k 1.1k 227.96
Boulder Growth & Income Fund (STEW) 0.1 $240k 16k 14.84
Illinois Tool Works (ITW) 0.1 $239k 1.1k 209.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $233k 1.8k 127.88
Exxon Mobil Corporation (XOM) 0.1 $232k 2.8k 82.56
Marsh & McLennan Companies (MMC) 0.1 $228k 1.3k 170.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $226k 501.00 451.10
JPMorgan Chase & Co. (JPM) 0.1 $224k 1.6k 136.34
Eastman Chemical Company (EMN) 0.1 $224k 2.0k 112.00
Texas Instruments Incorporated (TXN) 0.1 $223k 1.2k 183.54
Alphabet Cap Stk Cl A (GOOGL) 0.1 $217k 78.00 2782.05
Norfolk Southern (NSC) 0.1 $208k 729.00 285.32
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $195k 12k 16.96
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $179k 1.7k 107.70
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $164k 3.5k 46.68
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $150k 1.9k 80.95
Ishares Tr Russell 2000 Etf (IWM) 0.0 $146k 712.00 205.06
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $141k 778.00 181.23
Vanguard Index Fds Value Etf (VTV) 0.0 $139k 942.00 147.56
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $138k 855.00 161.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $136k 991.00 137.24
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $122k 617.00 197.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $88k 2.0k 45.01
Vanguard Index Fds Large Cap Etf (VV) 0.0 $87k 419.00 207.64
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $85k 417.00 203.84
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $82k 1.5k 56.13
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $78k 1.5k 51.45
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $74k 597.00 123.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $73k 287.00 254.36
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $50k 211.00 236.97
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $49k 1.5k 33.47
Cytomx Therapeutics (CTMX) 0.0 $46k 17k 2.69
Select Sector Spdr Tr Technology (XLK) 0.0 $45k 284.00 158.45
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $35k 222.00 157.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $32k 672.00 47.62
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $31k 167.00 185.63
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $31k 536.00 57.84
Ishares Tr Rus 1000 Etf (IWB) 0.0 $29k 116.00 250.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $26k 348.00 74.71
Ishares Tr Tips Bd Etf (TIP) 0.0 $22k 175.00 125.71
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $19k 105.00 180.95
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $19k 325.00 58.46
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $18k 634.00 28.39
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $17k 487.00 34.91
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $17k 80.00 212.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $17k 602.00 28.24
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $13k 416.00 31.25
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $12k 320.00 37.50
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $8.0k 258.00 31.01
Ishares Tr Select Divid Etf (DVY) 0.0 $8.0k 62.00 129.03
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $8.0k 48.00 166.67
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $8.0k 45.00 177.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $8.0k 100.00 80.00
Ishares Tr Ishares Biotech (IBB) 0.0 $7.0k 54.00 129.63
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $6.0k 29.00 206.90
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $6.0k 113.00 53.10
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $5.0k 212.00 23.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $4.0k 40.00 100.00
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $3.0k 39.00 76.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $3.0k 16.00 187.50
Vanguard Index Fds Growth Etf (VUG) 0.0 $3.0k 10.00 300.00
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $2.0k 8.00 250.00
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.0k 10.00 100.00