Taddei, Ludwig & Associates

WestHill Financial Advisors as of March 31, 2025

Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 73 positions in its portfolio as reported in the March 2025 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) 17.8 $78M 152k 513.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 13.7 $60M 645k 92.79
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.6 $59M 719k 82.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.1 $57M 1.1M 50.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.7 $34M 741k 45.65
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.0 $26M 1.1M 24.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $13M 281k 45.26
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.9 $13M 555k 22.46
Apple (AAPL) 2.3 $9.9M 45k 222.13
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $9.0M 71k 125.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $8.7M 74k 117.49
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.7 $7.6M 57k 133.09
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $7.4M 40k 186.36
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.5 $6.7M 66k 100.62
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $6.6M 73k 90.54
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.5M 6.1k 561.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $2.9M 87k 32.99
Nurix Therapeutics (NRIX) 0.6 $2.7M 228k 11.88
Microsoft Corporation (MSFT) 0.5 $2.4M 6.3k 375.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.0M 10k 188.16
Amazon (AMZN) 0.4 $1.7M 8.9k 190.26
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.5M 15k 98.92
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.3M 16k 85.07
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.3k 945.55
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.2M 3.9k 312.04
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.1M 14k 80.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 3.0k 361.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 2.0k 532.58
NVIDIA Corporation (NVDA) 0.2 $1.0M 9.5k 108.38
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.0M 39k 26.35
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $890k 15k 60.48
Chevron Corporation (CVX) 0.2 $889k 5.3k 167.28
JPMorgan Chase & Co. (JPM) 0.2 $781k 3.2k 245.33
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $648k 16k 41.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $627k 28k 22.08
Western Alliance Bancorporation (WAL) 0.1 $560k 7.3k 76.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $538k 1.1k 469.08
Marsh & McLennan Companies (MMC) 0.1 $520k 2.1k 244.03
Procter & Gamble Company (PG) 0.1 $491k 2.9k 170.39
United Parcel Service CL B (UPS) 0.1 $490k 4.5k 110.00
Visa Com Cl A (V) 0.1 $490k 1.4k 350.38
Abbvie (ABBV) 0.1 $484k 2.3k 209.52
Ishares Tr Msci Eafe Etf (EFA) 0.1 $484k 5.9k 81.72
PG&E Corporation (PCG) 0.1 $436k 25k 17.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $430k 768.00 559.56
Alphabet Cap Stk Cl C (GOOG) 0.1 $409k 2.6k 156.25
Meta Platforms Cl A (META) 0.1 $408k 708.00 576.36
Caterpillar (CAT) 0.1 $406k 1.2k 329.80
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $361k 3.1k 118.13
Danaher Corporation (DHR) 0.1 $359k 1.8k 205.00
Exxon Mobil Corporation (XOM) 0.1 $359k 3.0k 118.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $347k 1.3k 274.83
Thermo Fisher Scientific (TMO) 0.1 $327k 657.00 497.60
Fair Isaac Corporation (FICO) 0.1 $302k 164.00 1844.16
Alphabet Cap Stk Cl A (GOOGL) 0.1 $290k 1.9k 154.66
Cisco Systems (CSCO) 0.1 $281k 4.6k 61.71
Boulder Growth & Income Fund (STEW) 0.1 $279k 16k 17.25
Parker-Hannifin Corporation (PH) 0.1 $263k 433.00 607.85
UnitedHealth (UNH) 0.1 $254k 485.00 523.75
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $247k 1.8k 135.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $247k 1.9k 128.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $245k 4.2k 58.35
Johnson & Johnson (JNJ) 0.1 $243k 1.5k 165.84
Advanced Micro Devices (AMD) 0.1 $232k 2.3k 102.74
Qualcomm (QCOM) 0.1 $229k 1.5k 153.62
Abbott Laboratories (ABT) 0.1 $226k 1.7k 132.63
Vistra Energy (VST) 0.1 $226k 1.9k 117.44
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $222k 4.4k 50.87
Walt Disney Company (DIS) 0.0 $215k 2.2k 98.68
Spdr Gold Tr Gold Shs (GLD) 0.0 $211k 733.00 288.14
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $127k 12k 10.61
Quantum Si Com Cl A (QSI) 0.0 $26k 22k 1.20
Cytomx Therapeutics (CTMX) 0.0 $11k 17k 0.64