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WestHill Financial Advisors Inc. Top Holdings
As of  09/30/2022, below is a summary of the WestHill Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by WestHill Financial Advisors Inc.. In the WestHill Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by WestHill Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the WestHill Financial Advisors Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 153,582 +3,958 $50,421
     VOO153,582+3,958$50,421
VANGUARD SCOTTSDALE FDS (VONG) 710,367 +28,473 $38,509
     VONG710,367+28,473$38,509
VANGUARD SCOTTSDALE FDS (VONV) 639,458 +5,736 $38,169
     VONV639,458+5,736$38,169
VANGUARD TAX MANAGED FDS (VEA) 981,673 +77,757 $35,694
     VEA981,673+77,757$35,694
FIDELITY MERRIMACK STR TR 504,299 +10,619 $22,406
     FBND504,299+10,619$22,406
SCHWAB STRATEGIC TR 424,207 +3,680 $20,846
     SCHR424,207+3,680$20,846
SCHWAB STRATEGIC TR 213,323 +8,554 $8,966
     SCHI213,323+8,554$8,966
VANGUARD INTL EQUITY INDEX F (VWO) 218,156 +15,883 $7,961
     VWO218,156+15,883$7,961
PIMCO ETF TR (MINT) 72,439 -2,687 $7,161
     MINT72,439-2,687$7,161
ISHARES TR (IWS) 60,912 +768 $5,851
     IWS60,912+768$5,851
ISHARES TR (IWP) 73,484 +3,146 $5,763
     IWP73,484+3,146$5,763
VANGUARD SCOTTSDALE FDS (VTWV) 46,185 +597 $5,231
     VTWV46,185+597$5,231
VANGUARD SCOTTSDALE FDS (VTWG) 34,688 +969 $5,217
     VTWG34,688+969$5,217
APPLE INC 36,914 +1,418 $5,102
     AAPL36,914+1,418$5,102
VANGUARD INDEX FDS (VNQ) 53,735 +205 $4,308
     VNQ53,735+205$4,308
NURIX THERAPEUTICS INC 283,333 UNCH $3,692
     NRIX283,333UNCH$3,692
ISHARES TR (IVV) 7,059 +1 $2,532
     IVV7,059+1$2,532
DIMENSIONAL ETF TRUST (DFAC) 92,979 UNCH $2,068
     DFAC92,979UNCH$2,068
ISHARES TR (IWD) 11,216 +39 $1,525
     IWD11,216+39$1,525
MICROSOFT CORP 6,516 -23 $1,518
     MSFT6,516-23$1,518
ISHARES TR (AGG) 13,073 +98 $1,259
     AGG13,073+98$1,259
AMAZON COM INC 10,429 +281 $1,178
     AMZN10,429+281$1,178
CHEVRON CORP NEW 7,603 -485 $1,092
     CVX7,603-485$1,092
ISHARES TR (IWR) 15,788 -50 $981
     IWR15,788-50$981
ISHARES TR (IWF) 4,200 UNCH $884
     IWF4,200UNCH$884
VANGUARD SCOTTSDALE FDS (VTWO) 12,979 -126 $865
     VTWO12,979-126$865
UNITED PARCEL SERVICE INC 4,541 +1 $734
     UPS4,541+1$734
PFIZER INC 14,690 -930 $643
     PFE14,690-930$643
DIMENSIONAL ETF TRUST (DFUS) 15,082 UNCH $585
     DFUS15,082UNCH$585
BERKSHIRE HATHAWAY INC DEL      $518
     BRK.B1,941UNCH$518
DIMENSIONAL ETF TRUST (DFUV) 16,660 -239 $493
     DFUV16,660-239$493
DANAHER CORPORATION 1,888 UNCH $488
     DHR1,888UNCH$488
WESTERN ALLIANCE BANCORP 7,289 UNCH $479
     WAL7,289UNCH$479
JOHNSON & JOHNSON 2,879 +625 $470
     JNJ2,879+625$470
PROCTER AND GAMBLE CO 3,608 +79 $455
     PG3,608+79$455
ABBVIE INC 3,173 UNCH $426
     ABBV3,173UNCH$426
SCHWAB STRATEGIC TR 9,548 UNCH $404
     SCHX9,548UNCH$404
ISHARES TR (EFA) 6,729 -241 $377
     EFA6,729-241$377
NIKE INC 4,469 UNCH $371
     NKE4,469UNCH$371
VERIZON COMMUNICATIONS INC 9,109 UNCH $346
     VZ9,109UNCH$346
THERMO FISHER SCIENTIFIC INC 675 +1 $342
     TMO675+1$342
ISHARES TR (SHV) 3,098 UNCH $341
     SHV3,098UNCH$341
INVESCO QQQ TR 1,245 +270 $333
     QQQ1,245+270$333
DISNEY WALT CO 3,244 +600 $306
     DIS3,244+600$306
BRISTOL MYERS SQUIBB CO 4,197 +27 $298
     BMY4,197+27$298
FAIR ISAAC CORP 695 UNCH $286
     FICO695UNCH$286
ALPHABET INC 2,500 +2,388 $240
     GOOG2,500+2,388$240
SPDR S&P 500 ETF TR (SPY) 667 +667 $238
     SPY667+667$238
ABBOTT LABS 2,449 +1 $237
     ABT2,449+1$237
CATERPILLAR INC 1,411 +72 $232
     CAT1,411+72$232

See Full List: All Stocks Held By WestHill Financial Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By WestHill Financial Advisors Inc.

Size ($ in 1000's)
At 09/30/2022: $293,199
At 06/30/2022: $302,959

WestHill Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WestHill Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Taddei Ludwig & Associates Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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