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WestHill Financial Advisors Inc. Top Holdings
As of  12/31/2023, 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
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 156,253 +945 $68,251
     VOO156,253+945$68,251
VANGUARD SCOTTSDALE FDS (VONG) 697,687 -1,261 $54,434
     VONG697,687-1,261$54,434
VANGUARD SCOTTSDALE FDS (VONV) 676,064 +6,638 $49,042
     VONV676,064+6,638$49,042
VANGUARD TAX MANAGED FDS (VEA) 997,119 +8,173 $47,762
     VEA997,119+8,173$47,762
FIDELITY MERRIMACK STR TR 577,283 +3,290 $26,578
     FBND577,283+3,290$26,578
SCHWAB STRATEGIC TR 442,261 -16,396 $21,989
     SCHR442,261-16,396$21,989
SCHWAB STRATEGIC TR 233,586 -3,673 $10,497
     SCHI233,586-3,673$10,497
VANGUARD INTL EQUITY INDEX F (VWO) 246,107 +3,763 $10,115
     VWO246,107+3,763$10,115
APPLE INC 43,299 -52 $8,336
     AAPL43,299-52$8,336
ISHARES TR (IWP) 76,399 +623 $7,981
     IWP76,399+623$7,981
ISHARES TR (IWS) 66,259 +1,081 $7,705
     IWS66,259+1,081$7,705
VANGUARD SCOTTSDALE FDS (VTWV) 51,087 +709 $6,978
     VTWV51,087+709$6,978
VANGUARD SCOTTSDALE FDS (VTWG) 37,581 +708 $6,898
     VTWG37,581+708$6,898
PIMCO ETF TR (MINT) 57,993 -4,420 $5,787
     MINT57,993-4,420$5,787
VANGUARD INDEX FDS (VNQ) 63,959 +354 $5,651
     VNQ63,959+354$5,651
ISHARES TR (IVV) 6,659 +3 $3,180
     IVV6,659+3$3,180
NURIX THERAPEUTICS INC 283,333 UNCH $2,924
     NRIX283,333UNCH$2,924
MICROSOFT CORP 7,464 +417 $2,807
     MSFT7,464+417$2,807
DIMENSIONAL ETF TRUST (DFAC) 87,735 UNCH $2,564
     DFAC87,735UNCH$2,564
ISHARES TR (IWD) 11,086 -69 $1,832
     IWD11,086-69$1,832
AMAZON COM INC 11,707 +6 $1,779
     AMZN11,707+6$1,779
VANGUARD INDEX FDS (VTI) 7,110 +6,019 $1,687
     VTI7,110+6,019$1,687
ISHARES TR (AGG) 14,487 +171 $1,438
     AGG14,487+171$1,438
ISHARES TR (IWR) 15,829 -99 $1,230
     IWR15,829-99$1,230
ISHARES TR (IWF) 3,932 UNCH $1,192
     IWF3,932UNCH$1,192
VANGUARD SCOTTSDALE FDS (VTWO) 13,435 +90 $1,090
     VTWO13,435+90$1,090
CHEVRON CORP NEW 5,860 -744 $874
     CVX5,860-744$874
DIMENSIONAL ETF TRUST (DFUS) 15,037 UNCH $779
     DFUS15,037UNCH$779
UNITED PARCEL SERVICE INC 4,448 +1 $699
     UPS4,448+1$699
BERKSHIRE HATHAWAY INC DEL      $663
     BRK.B1,859-100$663
DIMENSIONAL ETF TRUST (DFUV) 15,726 UNCH $585
     DFUV15,726UNCH$585
SCHWAB STRATEGIC TR 9,462 UNCH $534
     SCHX9,462UNCH$534
JPMORGAN CHASE & CO 3,072 +2 $523
     JPM3,072+2$523
INVESCO QQQ TR 1,245 UNCH $510
     QQQ1,245UNCH$510
PROCTER AND GAMBLE CO 3,460 +240 $507
     PG3,460+240$507
ABBVIE INC 3,181 -118 $493
     ABBV3,181-118$493
ISHARES TR (EFA) 6,404 -106 $483
     EFA6,404-106$483
WESTERN ALLIANCE BANCORP 7,289 UNCH $480
     WAL7,289UNCH$480
NIKE INC 4,410 UNCH $479
     NKE4,410UNCH$479
DANAHER CORPORATION 1,888 UNCH $437
     DHR1,888UNCH$437
CATERPILLAR INC 1,419 +8 $420
     CAT1,419+8$420
JOHNSON & JOHNSON 2,682 -568 $420
     JNJ2,682-568$420
EXXON MOBIL CORP 4,123 -26 $412
     XOM4,123-26$412
PG&E CORP 21,688 UNCH $391
     PCG21,688UNCH$391
SPDR S&P 500 ETF TR (SPY) 805 -216 $383
     SPY805-216$383
VISA INC 1,355 -13 $353
     V1,355-13$353
ALPHABET INC 2,494 +8 $351
     GOOG2,494+8$351
PFIZER INC 12,185 UNCH $351
     PFE12,185UNCH$351
THERMO FISHER SCIENTIFIC INC 652 -1 $346
     TMO652-1$346
ADVANCED MICRO DEVICES INC 2,331 UNCH $344
     AMD2,331UNCH$344

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 12/31/2023: $377,294
At 09/30/2023: $342,698

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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