WestHill Financial Advisors, Inc.
77 holdingsFiling period: 2026-03-31Current AUM: $580.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 154.5K | $92.3M | $106.1M | 18.27% | +2.4K | 2026-03-31 |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | 654.8K | $71.8M | $79.8M | 13.74% | +29.1K | 2026-03-31 |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 750.0K | $70.3M | $82.8M | 14.26% | -1,690 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.09M | $70.1M | $77.3M | 13.30% | -16,638 | 2026-03-31 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 895.4K | $40.8M | $40.0M | 6.89% | +57.0K | 2026-03-31 |
| 6 | SCHR | SCHWAB STRATEGIC TR | 1.23M | $30.8M | $30.1M | 5.19% | +95.9K | 2026-03-31 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 282.8K | $15.3M | $16.6M | 2.86% | +3.6K | 2026-03-31 |
| 8 | SCHI | SCHWAB STRATEGIC TR | 632.2K | $14.3M | $14.1M | 2.42% | +36.1K | 2026-03-31 |
| 9 | IWS | ISHARES TR | 75.2K | $11.0M | $12.6M | 2.16% | +410 | 2026-03-31 |
| 10 | IWP | ISHARES TR | 83.4K | $10.7M | $11.4M | 1.97% | +7.0K | 2026-03-31 |
| 11 | VTWV | VANGUARD SCOTTSDALE FDS | 58.2K | $9.7M | $11.4M | 1.96% | -937 | 2026-03-31 |
| 12 | VTWG | VANGUARD SCOTTSDALE FDS | 41.7K | $9.6M | $11.3M | 1.94% | +705 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 37.5K | $9.5M | $11.6M | 2.00% | -965 | 2026-03-31 |
| 14 | MINT | PIMCO ETF TR | 79.7K | $8.0M | $8.0M | 1.38% | +4.5K | 2026-03-31 |
| 15 | VNQ | VANGUARD INDEX FDS | 82.4K | $7.3M | $8.2M | 1.40% | +4.2K | 2026-03-31 |
| 16 | IVV | ISHARES TR | 6.0K | $3.9M | $4.5M | 0.77% | -116 | 2026-03-31 |
| 17 | NRIX | NURIX THERAPEUTICS INC | 228.3K | $3.5M | $5.3M | 0.91% | -- | 2026-03-31 |
| 18 | DFAC | DIMENSIONAL ETF TRUST | 86.6K | $3.4M | $3.9M | 0.66% | -287 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 13.0K | $2.7M | $3.5M | 0.61% | +4.0K | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.0M | 0.51% | -156 | 2026-03-31 |
| 21 | IWD | ISHARES TR | 10.0K | $2.1M | $2.5M | 0.43% | -276 | 2026-03-31 |
| 22 | AGG | ISHARES TR | 17.4K | $1.7M | $1.7M | 0.29% | +560 | 2026-03-31 |
| 23 | IWR | ISHARES TR | 17.1K | $1.7M | $1.9M | 0.32% | -236 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 9.1K | $1.6M | $1.8M | 0.31% | -27 | 2026-03-31 |
| 25 | VTWO | VANGUARD SCOTTSDALE FDS | 14.9K | $1.5M | $1.8M | 0.30% | -682 | 2026-03-31 |
← Scroll →
Page 1 of 4