HoldingsChannel.com
All Stocks Held By WestHill Financial Advisors Inc.
As of  12/31/2023, we find all stocks held by WestHill Financial Advisors Inc. to be as follows, presented in the table below with each row detailing each WestHill Financial Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-WestHill Financial Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by WestHill Financial Advisors Inc. as of the latest filing.

   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
INTEL CORP 6,653 +1 $334
     INTC6,653+1$334
ISHARES TR (IEI) 2,660 UNCH $312
     IEI2,660UNCH$312
ACCENTURE PLC IRELAND 810 -27 $284
     ACN810-27$284
NVIDIA CORPORATION 571 UNCH $283
     NVDA571UNCH$283
VERIZON COMMUNICATIONS INC 7,368 +160 $278
     VZ7,368+160$278
ELI LILLY & CO 476 -2 $277
     LLY476-2$277
ALPHABET INC 1,951 +305 $273
     GOOGL1,951+305$273
DISNEY WALT CO 3,007 -92 $271
     DIS3,007-92$271
BOEING CO 955 +955 $249
     BA955+955$249
META PLATFORMS INC 700 +700 $248
     META700+700$248
ISHARES TR (IJH) 875 +2 $242
     IJH875+2$242
SPDR SER TR (SDY) 1,822 UNCH $228
     SDY1,822UNCH$228
SRH TOTAL RETURN FUND INC (STEW) 16,168 UNCH $224
     STEW16,168UNCH$224
UNION PAC CORP 901 +901 $221
     UNP901+901$221
MARSH & MCLENNAN COS INC 1,150 -41 $218
     MMC1,150-41$218
VANGUARD WHITEHALL FDS (VYM) 1,946 +1,946 $217
     VYM1,946+1,946$217
MERCK & CO INC 1,980 -68 $216
     MRK1,980-68$216
ABBOTT LABS 1,937 -425 $213
     ABT1,937-425$213
BRISTOL MYERS SQUIBB CO 4,148 -46 $213
     BMY4,148-46$213
ISHARES U S ETF TR (NEAR) 4,190 UNCH $212
     NEAR4,190UNCH$212
HOME DEPOT INC 595 +595 $206
     HD595+595$206
VANGUARD INDEX FDS (VTV) 1,360 +418 $203
     VTV1,360+418$203
AT&T INC 11,005 -1,110 $185
     T11,005-1,110$185
INVESCO CALIF VALUE MUN INCO 11,925 +11,925 $117
     VCV11,925+11,925$117
CYTOMX THERAPEUTICS INC 17,082 +0 $26
     CTMX17,082UNCH$26
DIMENSIONAL ETF TRUST $0 (exited)
     DFAS0-1,461$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFAT0-3,513$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFIV0-1,464$0
ISHARES TR $0 (exited)
     DVY0-62$0
ISHARES TR $0 (exited)
     EEM0-2,278$0
FORD MTR CO DEL $0 (exited)
     F0-10,450$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDC0-355$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDE0-263$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDX0-511$0
ISHARES TR $0 (exited)
     IBB0-54$0
ISHARES TR $0 (exited)
     IJR0-1,784$0
ISHARES TR $0 (exited)
     IJS0-40$0
ISHARES TR $0 (exited)
     IJT0-10$0
ISHARES TR $0 (exited)
     IVE0-222$0
VANGUARD ADMIRAL FDS INC $0 (exited)
     IVOG0-58$0
VANGUARD ADMIRAL FDS INC $0 (exited)
     IVOO0-1,648$0
ISHARES TR $0 (exited)
     IWB0-116$0
ISHARES TR $0 (exited)
     IWM0-722$0
ISHARES TR $0 (exited)
     IWN0-566$0
ISHARES TR $0 (exited)
     IWO0-309$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PDP0-1,853$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PGF0-1,100$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PRF0-240$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     PRFZ0-385$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RFG0-2,085$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-382$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHC0-227$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHD0-619$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHG0-403$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHM0-411$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHO0-55$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHV0-313$0
ISHARES TR $0 (exited)
     TIP0-175$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-325$0
VANGUARD ADMIRAL FDS INC $0 (exited)
     VIOO0-1,234$0
VANGUARD INDEX FDS $0 (exited)
     VO0-211$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VONE0-80$0
VANGUARD ADMIRAL FDS INC $0 (exited)
     VOOG0-11$0
VANGUARD INDEX FDS $0 (exited)
     VUG0-10$0
VANGUARD INDEX FDS $0 (exited)
     VV0-419$0
SPDR SER TR $0 (exited)
     XBI0-300$0
SELECT SECTOR SPDR TR $0 (exited)
     XLC0-400$0
SELECT SECTOR SPDR TR $0 (exited)
     XLK0-284$0
SELECT SECTOR SPDR TR $0 (exited)
     XLP0-348$0
SELECT SECTOR SPDR TR $0 (exited)
     XLU0-79$0
SELECT SECTOR SPDR TR $0 (exited)
     XLV0-991$0
SELECT SECTOR SPDR TR 0 -167 $0 (exited)
     XLY0-167$0

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

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
BA +955+$249
META +700+$248
UNP +901+$221
VYM +1,946+$217
HD +595+$206
VCV +11,925+$117
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IJR -1,784-$168
DFAT -3,513-$161
PDP -1,853-$143
IVOO -1,648-$139
F -10,450-$130
XLV -991-$128
IWM -722-$128
VIOO -1,234-$108
EEM -2,278-$86
VV -419-$82
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VEA +8,173+$4,525
VONV +6,638+$4,418
VTI +6,019+$1,455
VWO +3,763+$613
FBND +3,290+$1,575
IWS +1,081+$904
VOO +945+$7,262
VTWV +709+$963
VTWG +708+$884
IWP +623+$1,059
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SCHR -16,396+$1
MINT -4,420-$463
SCHI -3,673+$485
VONG -1,261+$6,598
T -1,110+$3
CVX -744-$240
JNJ -568-$86
ABT -425-$16
SPY -216-$54
WestHill Financial Advisors Inc. Info
Size ($ 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

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