Taddei, Ludwig & Associates

WestHill Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 78 positions in its portfolio as reported in the December 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) 18.8 $84M 156k 538.81
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 15.6 $70M 675k 103.30
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.0 $58M 714k 81.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.5 $51M 1.1M 47.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.9 $31M 683k 44.87
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 5.2 $23M 961k 24.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $12M 269k 44.04
Apple (AAPL) 2.6 $12M 47k 250.42
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.4 $11M 493k 22.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.3 $10M 80k 126.75
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $9.0M 70k 129.34
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.9 $8.4M 40k 210.14
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.8 $8.0M 55k 144.61
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $6.4M 64k 100.34
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $5.9M 67k 89.08
Nurix Therapeutics (NRIX) 1.0 $4.3M 228k 18.84
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.6M 6.2k 588.71
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $3.0M 87k 34.59
Microsoft Corporation (MSFT) 0.6 $2.9M 6.8k 421.51
Amazon (AMZN) 0.4 $2.0M 8.9k 219.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.9M 11k 185.13
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.6M 4.7k 351.79
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.5M 16k 96.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.4M 16k 88.40
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.4k 916.06
NVIDIA Corporation (NVDA) 0.3 $1.3M 9.4k 134.28
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M 14k 89.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 3.0k 401.64
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.0M 39k 25.92
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $948k 15k 63.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $859k 1.9k 453.28
Chevron Corporation (CVX) 0.2 $802k 5.5k 144.85
JPMorgan Chase & Co. (JPM) 0.2 $763k 3.2k 239.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $658k 28k 23.18
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $644k 16k 40.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $642k 1.3k 511.08
Western Alliance Bancorporation (WAL) 0.1 $609k 7.3k 83.54
United Parcel Service CL B (UPS) 0.1 $562k 4.5k 126.11
Procter & Gamble Company (PG) 0.1 $549k 3.3k 167.67
Abbvie (ABBV) 0.1 $523k 2.9k 177.70
PG&E Corporation (PCG) 0.1 $512k 25k 20.18
Caterpillar (CAT) 0.1 $503k 1.4k 362.76
Alphabet Cap Stk Cl C (GOOG) 0.1 $488k 2.6k 190.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $470k 802.00 586.25
Marsh & McLennan Companies (MMC) 0.1 $455k 2.1k 212.41
Visa Com Cl A (V) 0.1 $443k 1.4k 316.03
Ishares Tr Msci Eafe Etf (EFA) 0.1 $430k 5.7k 75.61
Meta Platforms Cl A (META) 0.1 $409k 699.00 585.51
Danaher Corporation (DHR) 0.1 $402k 1.8k 229.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $373k 1.3k 289.87
Alphabet Cap Stk Cl A (GOOGL) 0.1 $360k 1.9k 189.29
Thermo Fisher Scientific (TMO) 0.1 $342k 657.00 520.23
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $336k 2.9k 115.55
Fair Isaac Corporation (FICO) 0.1 $327k 164.00 1990.93
Exxon Mobil Corporation (XOM) 0.1 $320k 3.0k 107.57
Tesla Motors (TSLA) 0.1 $282k 698.00 403.84
Advanced Micro Devices (AMD) 0.1 $278k 2.3k 120.79
Eli Lilly & Co. (LLY) 0.1 $277k 359.00 772.00
Parker-Hannifin Corporation (PH) 0.1 $275k 433.00 636.03
Cisco Systems (CSCO) 0.1 $270k 4.6k 59.20
Vistra Energy (VST) 0.1 $265k 1.9k 137.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $262k 4.2k 62.31
Boulder Growth & Income Fund (STEW) 0.1 $259k 16k 16.02
Johnson & Johnson (JNJ) 0.1 $248k 1.7k 144.62
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $241k 1.8k 132.10
Walt Disney Company (DIS) 0.1 $240k 2.2k 111.33
UnitedHealth (UNH) 0.1 $239k 473.00 505.86
Qualcomm (QCOM) 0.1 $229k 1.5k 153.63
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.0 $221k 4.4k 50.50
American Express Company (AXP) 0.0 $215k 723.00 296.79
Abbott Laboratories (ABT) 0.0 $213k 1.9k 113.12
Verizon Communications (VZ) 0.0 $210k 5.2k 39.99
Oracle Corporation (ORCL) 0.0 $207k 1.2k 166.64
Home Depot (HD) 0.0 $206k 529.00 388.74
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $201k 3.6k 55.66
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $131k 12k 10.94
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $46k 12k 3.77
Cytomx Therapeutics (CTMX) 0.0 $18k 17k 1.03