Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 156,253 | +945 | $68,251 |
VOO | 156,253 | +945 | $68,251 |
VANGUARD SCOTTSDALE FDS (VONG) | 697,687 | -1,261 | $54,434 |
VONG | 697,687 | -1,261 | $54,434 |
VANGUARD SCOTTSDALE FDS (VONV) | 676,064 | +6,638 | $49,042 |
VONV | 676,064 | +6,638 | $49,042 |
VANGUARD TAX MANAGED FDS (VEA) | 997,119 | +8,173 | $47,762 |
VEA | 997,119 | +8,173 | $47,762 |
FIDELITY MERRIMACK STR TR | 577,283 | +3,290 | $26,578 |
FBND | 577,283 | +3,290 | $26,578 |
SCHWAB STRATEGIC TR | 442,261 | -16,396 | $21,989 |
SCHR | 442,261 | -16,396 | $21,989 |
SCHWAB STRATEGIC TR | 233,586 | -3,673 | $10,497 |
SCHI | 233,586 | -3,673 | $10,497 |
VANGUARD INTL EQUITY INDEX F (VWO) | 246,107 | +3,763 | $10,115 |
VWO | 246,107 | +3,763 | $10,115 |
APPLE INC | 43,299 | -52 | $8,336 |
AAPL | 43,299 | -52 | $8,336 |
ISHARES TR (IWP) | 76,399 | +623 | $7,981 |
IWP | 76,399 | +623 | $7,981 |
ISHARES TR (IWS) | 66,259 | +1,081 | $7,705 |
IWS | 66,259 | +1,081 | $7,705 |
VANGUARD SCOTTSDALE FDS (VTWV) | 51,087 | +709 | $6,978 |
VTWV | 51,087 | +709 | $6,978 |
VANGUARD SCOTTSDALE FDS (VTWG) | 37,581 | +708 | $6,898 |
VTWG | 37,581 | +708 | $6,898 |
PIMCO ETF TR (MINT) | 57,993 | -4,420 | $5,787 |
MINT | 57,993 | -4,420 | $5,787 |
VANGUARD INDEX FDS (VNQ) | 63,959 | +354 | $5,651 |
VNQ | 63,959 | +354 | $5,651 |
ISHARES TR (IVV) | 6,659 | +3 | $3,180 |
IVV | 6,659 | +3 | $3,180 |
NURIX THERAPEUTICS INC | 283,333 | UNCH | $2,924 |
NRIX | 283,333 | UNCH | $2,924 |
MICROSOFT CORP | 7,464 | +417 | $2,807 |
MSFT | 7,464 | +417 | $2,807 |
DIMENSIONAL ETF TRUST (DFAC) | 87,735 | UNCH | $2,564 |
DFAC | 87,735 | UNCH | $2,564 |
ISHARES TR (IWD) | 11,086 | -69 | $1,832 |
IWD | 11,086 | -69 | $1,832 |
AMAZON COM INC | 11,707 | +6 | $1,779 |
AMZN | 11,707 | +6 | $1,779 |
VANGUARD INDEX FDS (VTI) | 7,110 | +6,019 | $1,687 |
VTI | 7,110 | +6,019 | $1,687 |
ISHARES TR (AGG) | 14,487 | +171 | $1,438 |
AGG | 14,487 | +171 | $1,438 |
ISHARES TR (IWR) | 15,829 | -99 | $1,230 |
IWR | 15,829 | -99 | $1,230 |
ISHARES TR (IWF) | 3,932 | UNCH | $1,192 |
IWF | 3,932 | UNCH | $1,192 |
VANGUARD SCOTTSDALE FDS (VTWO) | 13,435 | +90 | $1,090 |
VTWO | 13,435 | +90 | $1,090 |
CHEVRON CORP NEW | 5,860 | -744 | $874 |
CVX | 5,860 | -744 | $874 |
DIMENSIONAL ETF TRUST (DFUS) | 15,037 | UNCH | $779 |
DFUS | 15,037 | UNCH | $779 |
UNITED PARCEL SERVICE INC | 4,448 | +1 | $699 |
UPS | 4,448 | +1 | $699 |
BERKSHIRE HATHAWAY INC DEL | $663 | ||
BRK.B | 1,859 | -100 | $663 |
DIMENSIONAL ETF TRUST (DFUV) | 15,726 | UNCH | $585 |
DFUV | 15,726 | UNCH | $585 |
SCHWAB STRATEGIC TR | 9,462 | UNCH | $534 |
SCHX | 9,462 | UNCH | $534 |
JPMORGAN CHASE & CO | 3,072 | +2 | $523 |
JPM | 3,072 | +2 | $523 |
INVESCO QQQ TR | 1,245 | UNCH | $510 |
QQQ | 1,245 | UNCH | $510 |
PROCTER AND GAMBLE CO | 3,460 | +240 | $507 |
PG | 3,460 | +240 | $507 |
ABBVIE INC | 3,181 | -118 | $493 |
ABBV | 3,181 | -118 | $493 |
ISHARES TR (EFA) | 6,404 | -106 | $483 |
EFA | 6,404 | -106 | $483 |
WESTERN ALLIANCE BANCORP | 7,289 | UNCH | $480 |
WAL | 7,289 | UNCH | $480 |
NIKE INC | 4,410 | UNCH | $479 |
NKE | 4,410 | UNCH | $479 |
DANAHER CORPORATION | 1,888 | UNCH | $437 |
DHR | 1,888 | UNCH | $437 |
CATERPILLAR INC | 1,419 | +8 | $420 |
CAT | 1,419 | +8 | $420 |
JOHNSON & JOHNSON | 2,682 | -568 | $420 |
JNJ | 2,682 | -568 | $420 |
EXXON MOBIL CORP | 4,123 | -26 | $412 |
XOM | 4,123 | -26 | $412 |
PG&E CORP | 21,688 | UNCH | $391 |
PCG | 21,688 | UNCH | $391 |
SPDR S&P 500 ETF TR (SPY) | 805 | -216 | $383 |
SPY | 805 | -216 | $383 |
VISA INC | 1,355 | -13 | $353 |
V | 1,355 | -13 | $353 |
ALPHABET INC | 2,494 | +8 | $351 |
GOOG | 2,494 | +8 | $351 |
PFIZER INC | 12,185 | UNCH | $351 |
PFE | 12,185 | UNCH | $351 |
THERMO FISHER SCIENTIFIC INC | 652 | -1 | $346 |
TMO | 652 | -1 | $346 |
ADVANCED MICRO DEVICES INC | 2,331 | UNCH | $344 |
AMD | 2,331 | UNCH | $344 |
See Full List: All Stocks Held By WestHill Financial Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By WestHill Financial Advisors Inc.
Size ($ 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 |