Taddei, Ludwig & Associates

WestHill Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 118 positions in its portfolio as reported in the December 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) 17.3 $54M 154k 351.34
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.5 $42M 636k 66.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.0 $41M 971k 41.97
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 12.6 $40M 717k 55.12
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.2 $23M 502k 45.02
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.6 $21M 418k 49.23
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.9 $9.2M 213k 43.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $8.5M 219k 38.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.1 $6.6M 67k 98.65
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $6.4M 61k 105.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $6.2M 74k 83.60
Apple (AAPL) 2.0 $6.1M 47k 129.93
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.8 $5.6M 46k 121.77
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $5.4M 35k 155.71
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $4.4M 54k 82.48
Nurix Therapeutics (NRIX) 1.0 $3.1M 283k 10.98
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.8M 7.2k 384.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $2.3M 93k 24.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.7M 12k 151.66
Microsoft Corporation (MSFT) 0.5 $1.6M 6.7k 239.82
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.3M 13k 96.99
Chevron Corporation (CVX) 0.4 $1.1M 6.3k 179.48
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.1M 16k 67.45
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $903k 13k 70.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $900k 4.2k 214.25
Amazon (AMZN) 0.3 $885k 11k 84.00
United Parcel Service CL B (UPS) 0.3 $790k 4.5k 173.82
Advanced Micro Devices (AMD) 0.2 $733k 11k 64.77
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $648k 16k 41.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $602k 1.9k 308.90
Pfizer (PFE) 0.2 $599k 12k 51.24
Abbvie (ABBV) 0.2 $595k 3.7k 161.61
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $589k 18k 33.48
Johnson & Johnson (JNJ) 0.2 $575k 3.3k 176.65
Nike CL B (NKE) 0.2 $525k 4.5k 117.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $517k 11k 45.15
Danaher Corporation (DHR) 0.2 $501k 1.9k 265.42
Ishares Tr Msci Eafe Etf (EFA) 0.1 $442k 6.7k 65.64
Procter & Gamble Company (PG) 0.1 $441k 2.9k 151.55
Western Alliance Bancorporation (WAL) 0.1 $434k 7.3k 59.56
Caterpillar (CAT) 0.1 $434k 1.8k 239.56
Thermo Fisher Scientific (TMO) 0.1 $368k 668.00 550.69
Ishares Tr Short Treas Bd (SHV) 0.1 $352k 3.2k 109.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $346k 1.3k 266.33
Bristol Myers Squibb (BMY) 0.1 $338k 4.7k 71.95
Verizon Communications (VZ) 0.1 $328k 8.3k 39.40
Exxon Mobil Corporation (XOM) 0.1 $296k 2.7k 110.31
Abbott Laboratories (ABT) 0.1 $291k 2.6k 109.80
Walt Disney Company (DIS) 0.1 $282k 3.2k 86.87
Merck & Co (MRK) 0.1 $265k 2.4k 110.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $255k 667.00 382.56
Bank of Marin Ban (BMRC) 0.1 $239k 7.3k 32.88
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $228k 1.8k 125.11
At&t (T) 0.1 $227k 12k 18.41
Accenture Plc Ireland Shs Class A (ACN) 0.1 $223k 837.00 266.84
Marsh & McLennan Companies (MMC) 0.1 $218k 1.3k 165.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $214k 884.00 241.92
Union Pacific Corporation (UNP) 0.1 $208k 1.0k 207.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $207k 1.1k 191.16
Boulder Growth & Income Fund (STEW) 0.1 $205k 16k 12.70
Alphabet Cap Stk Cl C (GOOG) 0.1 $204k 2.3k 88.73
Eli Lilly & Co. (LLY) 0.1 $201k 549.00 365.84
Vanguard Index Fds Value Etf (VTV) 0.1 $175k 1.2k 140.37
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $172k 1.8k 94.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $165k 3.8k 43.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $158k 1.5k 105.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $147k 1.9k 77.51
Ford Motor Company (F) 0.0 $145k 13k 11.63
Alphabet Cap Stk Cl A (GOOGL) 0.0 $143k 1.6k 88.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $135k 991.00 135.85
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $132k 1.9k 71.05
Ishares Tr Russell 2000 Etf (IWM) 0.0 $129k 742.00 174.37
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $127k 778.00 163.57
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $116k 834.00 138.63
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $107k 617.00 173.31
Vanguard Index Fds Large Cap Etf (VV) 0.0 $97k 559.00 174.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $80k 1.6k 51.15
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $76k 1.5k 49.82
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $75k 417.00 179.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $74k 2.0k 37.90
Vaalco Energy Com New (EGY) 0.0 $70k 15k 4.56
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $66k 309.00 214.52
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $63k 2.1k 30.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $56k 394.00 141.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $52k 690.00 75.19
Select Sector Spdr Tr Technology (XLK) 0.0 $45k 361.00 124.44
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $43k 211.00 204.22
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $34k 419.00 81.52
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $32k 222.00 144.93
Ishares Tr S&p 100 Etf (OEF) 0.0 $28k 166.00 170.57
Cytomx Therapeutics (CTMX) 0.0 $27k 17k 1.60
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $27k 511.00 53.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $27k 672.00 40.51
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $26k 348.00 74.55
Ishares Tr Rus 1000 Etf (IWB) 0.0 $24k 116.00 210.52
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $22k 167.00 129.16
Ishares Tr Tips Bd Etf (TIP) 0.0 $19k 175.00 106.44
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $17k 105.00 158.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $16k 325.00 50.14
Vanguard Index Fds Growth Etf (VUG) 0.0 $16k 75.00 213.73
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $16k 1.1k 14.40
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $15k 487.00 31.26
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $14k 80.00 174.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $10k 320.00 31.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $8.4k 84.00 99.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $7.6k 100.00 75.54
Ishares Tr Select Divid Etf (DVY) 0.0 $7.5k 62.00 120.60
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $7.4k 48.00 155.15
Ishares Tr Ishares Biotech (IBB) 0.0 $7.1k 54.00 131.30
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $6.5k 263.00 24.78
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $4.9k 29.00 169.31
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $4.9k 168.00 29.07
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $4.0k 86.00 46.72
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $4.0k 26.00 153.42
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $3.7k 40.00 91.30
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $1.9k 39.00 49.46
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $1.7k 8.00 211.00
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.1k 10.00 108.10