Taddei, Ludwig & Associates

WestHill Financial Advisors as of June 30, 2025

Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 72 positions in its portfolio as reported in the June 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) 18.2 $86M 151k 568.03
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 14.7 $70M 636k 109.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.6 $64M 1.1M 57.01
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.0 $61M 718k 85.21
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.2 $34M 746k 45.75
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 5.6 $27M 1.1M 25.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $14M 281k 49.46
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.7 $13M 556k 22.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $10M 74k 138.68
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $9.4M 71k 132.14
Apple (AAPL) 1.9 $9.1M 44k 205.17
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.8 $8.3M 40k 208.47
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.7 $8.0M 57k 139.09
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.5 $7.0M 70k 100.53
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $6.4M 72k 89.06
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.8M 6.1k 620.93
Microsoft Corporation (MSFT) 0.7 $3.1M 6.3k 497.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $3.1M 87k 35.84
Nurix Therapeutics (NRIX) 0.6 $2.6M 228k 11.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.0M 10k 194.23
Amazon (AMZN) 0.4 $2.0M 9.1k 219.39
NVIDIA Corporation (NVDA) 0.3 $1.6M 10k 157.99
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.5M 15k 99.20
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.5M 16k 91.97
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.3k 989.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 3.0k 424.65
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.3M 15k 87.22
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.2M 3.9k 298.89
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.0M 40k 26.54
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $986k 15k 67.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $973k 2.0k 485.77
JPMorgan Chase & Co. (JPM) 0.2 $932k 3.2k 289.93
Chevron Corporation (CVX) 0.2 $764k 5.3k 143.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $720k 30k 24.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $665k 16k 42.28
Alphabet Cap Stk Cl C (GOOG) 0.1 $646k 3.6k 177.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $634k 1.1k 551.84
Western Alliance Bancorporation (WAL) 0.1 $568k 7.3k 77.98
Visa Com Cl A (V) 0.1 $539k 1.5k 355.15
Meta Platforms Cl A (META) 0.1 $524k 710.00 738.09
Ishares Tr Msci Eafe Etf (EFA) 0.1 $522k 5.8k 89.39
Caterpillar (CAT) 0.1 $478k 1.2k 388.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $473k 766.00 618.04
Marsh & McLennan Companies (MMC) 0.1 $466k 2.1k 218.64
Procter & Gamble Company (PG) 0.1 $458k 2.9k 159.31
United Parcel Service CL B (UPS) 0.1 $450k 4.5k 100.94
Abbvie (ABBV) 0.1 $413k 2.2k 185.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $384k 1.3k 303.92
Vistra Energy (VST) 0.1 $373k 1.9k 193.81
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $364k 3.1k 119.09
PG&E Corporation (PCG) 0.1 $352k 25k 13.94
Danaher Corporation (DHR) 0.1 $343k 1.7k 197.54
Alphabet Cap Stk Cl A (GOOGL) 0.1 $327k 1.9k 176.20
Cisco Systems (CSCO) 0.1 $321k 4.6k 69.38
Exxon Mobil Corporation (XOM) 0.1 $315k 2.9k 107.81
Parker-Hannifin Corporation (PH) 0.1 $302k 433.00 698.47
Fair Isaac Corporation (FICO) 0.1 $300k 164.00 1827.96
Boulder Growth & Income Fund (STEW) 0.1 $286k 16k 17.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $284k 4.6k 62.01
Thermo Fisher Scientific (TMO) 0.1 $266k 656.00 405.46
Walt Disney Company (DIS) 0.1 $265k 2.1k 123.98
Oracle Corporation (ORCL) 0.1 $262k 1.2k 218.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $255k 1.9k 133.31
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $247k 1.8k 135.73
Qualcomm (QCOM) 0.1 $238k 1.5k 159.27
Abbott Laboratories (ABT) 0.0 $232k 1.7k 136.04
Broadcom (AVGO) 0.0 $228k 827.00 275.65
Spdr Gold Tr Gold Shs (GLD) 0.0 $228k 747.00 304.83
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $223k 4.4k 51.10
Johnson & Johnson (JNJ) 0.0 $218k 1.4k 152.75
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $124k 12k 10.37
Cytomx Therapeutics (CTMX) 0.0 $39k 17k 2.27