The Analysis of WestHill Financial Advisors, Inc.'s Holdings
Currently, WestHill Financial Advisors, Inc. holds 78 types of securities in its portfolio with a total value $510.3M. In the most recent quarter, they have increased their positions in FBND (+60.5K shares, valued at $2.8M), VONV (+28.6K shares, valued at $2.6M), SCHR (+78.0K shares, valued at $2.0M); decreased their positions in VEA (-21.3K shares, valued at $1.3M), VONG (-6.5K shares, valued at $783.4K), AAPL (-2.2K shares, valued at $549.0K); initiated new positions in TSLA (+555 shares, valued at $246.8K), PLTR (+1.3K shares, valued at $241.5K), AMD (+1.4K shares, valued at $225.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS152.4K shares0.96%2025-09-302025-10-14
VONG VANGUARD SCOTTSDALE FDS629.6K shares-1.02%2025-09-302025-10-14 VONV VANGUARD SCOTTSDALE FDS746.3K shares3.99%2025-09-302025-10-14 VEA VANGUARD TAX-MANAGED FDS1.1M shares-1.90%2025-09-302025-10-14 FBND FIDELITY MERRIMACK STR TR806.7K shares8.11%2025-09-302025-10-14 SCHR SCHWAB STRATEGIC TR1.1M shares7.35%2025-09-302025-10-14 VWO VANGUARD INTL EQUITY INDEX F277.3K shares-1.44%2025-09-302025-10-14 SCHI SCHWAB STRATEGIC TR593.3K shares6.69%2025-09-302025-10-14 IWP ISHARES TR75.8K shares1.93%2025-09-302025-10-14 AAPL APPLE INC42.0K shares-4.89%2025-09-302025-10-14 IWS ISHARES TR74.3K shares4.25%2025-09-302025-10-14 VTWG VANGUARD SCOTTSDALE FDS41.0K shares2.78%2025-09-302025-10-14 VTWV VANGUARD SCOTTSDALE FDS59.0K shares3.15%2025-09-302025-10-14 MINT PIMCO ETF TR75.3K shares7.78%2025-09-302025-10-14 VNQ VANGUARD INDEX FDS77.1K shares6.57%2025-09-302025-10-14 IVV ISHARES TR6.1K shares-0.37%2025-09-302025-10-14 DFAC DIMENSIONAL ETF TRUST86.8K shares0.00%2025-09-302025-10-14 MSFT MICROSOFT CORP6.3K shares-0.10%2025-09-302025-10-14 NRIX NURIX THERAPEUTICS INC228.3K shares0.00%2025-09-302025-10-14 IWD ISHARES TR10.3K shares-0.62%2025-09-302025-10-14 AMZN AMAZON COM INC9.0K shares-1.15%2025-09-302025-10-14 NVDA NVIDIA CORPORATION9.8K shares-1.16%2025-09-302025-10-14 AGG ISHARES TR16.7K shares8.61%2025-09-302025-10-14 IWR ISHARES TR16.5K shares3.59%2025-09-302025-10-14 VTWO VANGUARD SCOTTSDALE FDS14.9K shares2.36%2025-09-302025-10-14 IWF ISHARES TR3.0K shares-0.13%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW1.3K shares0.00%2025-09-302025-10-14 PYLD PIMCO ETF TR42.7K shares7.95%2025-09-302025-10-14 DFUS DIMENSIONAL ETF TRUST14.7K shares-0.10%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.3.2K shares0.06%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2025-09-302025-10-14 ACN ACCENTURE PLC IRELAND3.8K shares-2.15%2025-09-302025-10-14 CVX CHEVRON CORP NEW5.3K shares-0.34%2025-09-302025-10-14 GOOG ALPHABET INC3.3K shares-9.37%2025-09-302025-10-14 SCHX SCHWAB STRATEGIC TR28.5K shares-3.27%2025-09-302025-10-14 DFUV DIMENSIONAL ETF TRUST15.7K shares0.00%2025-09-302025-10-14 QQQ INVESCO QQQ TR1.1K shares0.00%2025-09-302025-10-14 WAL WESTERN ALLIANCE BANCORP7.3K shares0.00%2025-09-302025-10-14 CAT CATERPILLAR INC1.2K shares0.00%2025-09-302025-10-14 EFA ISHARES TR5.6K shares-4.02%2025-09-302025-10-14 META META PLATFORMS INC706 shares-0.56%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR774 shares1.04%2025-09-302025-10-14 V VISA INC1.5K shares-1.05%2025-09-302025-10-14 ABBV ABBVIE INC2.1K shares-3.55%2025-09-302025-10-14 MMC MARSH & MCLENNAN COS INC2.1K shares0.00%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO2.8K shares-3.34%2025-09-302025-10-14 VTI VANGUARD INDEX FDS1.3K shares0.47%2025-09-302025-10-14 GOOGL ALPHABET INC1.6K shares-14.18%2025-09-302025-10-14 PCG PG&E CORP25.3K shares0.00%2025-09-302025-10-14 VST VISTRA CORP1.9K shares0.31%2025-09-302025-10-14 UPS UNITED PARCEL SERVICE INC4.5K shares0.07%2025-09-302025-10-14 IEI ISHARES TR3.1K shares1.47%2025-09-302025-10-14 DHR DANAHER CORPORATION1.7K shares0.00%2025-09-302025-10-14 PH PARKER-HANNIFIN CORP433 shares0.00%2025-09-302025-10-14 ORCL ORACLE CORP1.1K shares-4.59%2025-09-302025-10-14 TMO THERMO FISHER SCIENTIFIC INC661 shares0.76%2025-09-302025-10-14 CSCO CISCO SYS INC4.4K shares-4.68%2025-09-302025-10-14 IJH ISHARES TR4.5K shares-0.61%2025-09-302025-10-14 XOM EXXON MOBIL CORP2.6K shares-9.87%2025-09-302025-10-14 STEW SRH TOTAL RETURN FUND INC16.2K shares0.00%2025-09-302025-10-14 GLD SPDR GOLD TR803 shares7.50%2025-09-302025-10-14 AVGO BROADCOM INC818 shares-1.09%2025-09-302025-10-14 VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-09-302025-10-14 SDY SPDR SERIES TRUST1.8K shares0.00%2025-09-302025-10-14 QCOM QUALCOMM INC1.5K shares0.00%2025-09-302025-10-14 TSLA TESLA INC555 sharesnew addition2025-09-302025-10-14 FICO FAIR ISAAC CORP164 shares0.00%2025-09-302025-10-14 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-10-14 JNJ JOHNSON & JOHNSON1.3K shares-10.43%2025-09-302025-10-14 NEAR ISHARES U S ETF TR4.5K shares2.54%2025-09-302025-10-14 ABT ABBOTT LABS1.7K shares-1.29%2025-09-302025-10-14 AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-10-14 GEV GE VERNOVA INC348 sharesnew addition2025-09-302025-10-14 GE GE AEROSPACE705 sharesnew addition2025-09-302025-10-14 HD HOME DEPOT INC520 sharesnew addition2025-09-302025-10-14 DFAT DIMENSIONAL ETF TRUST3.5K sharesnew addition2025-09-302025-10-14 VCV INVESCO CALIF VALUE MUN INCO11.9K shares0.00%2025-09-302025-10-14 CTMX CYTOMX THERAPEUTICS INC17.1K shares0.00%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available