WestHill Financial Advisors, Inc.
82 holdingsFiling period: 2026-06-30Current AUM: $587.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 154.3K | $105.9M | $108.5M | 18.47% | -271 | 2026-06-30 |
| 2 | VONG | Vanguard Scottsdale Fds | 655.2K | $83.7M | $81.5M | 13.88% | +390 | 2026-06-30 |
| 3 | VONV | Vanguard Scottsdale Fds | 749.6K | $79.7M | $84.9M | 14.46% | -417 | 2026-06-30 |
| 4 | VEA | Vanguard Tax-Managed Fds | 1.09M | $78.0M | $75.9M | 12.91% | +59 | 2026-06-30 |
| 5 | FBND | Fidelity Merrimack Str TR | 915.0K | $41.6M | $40.4M | 6.87% | +19.6K | 2026-06-30 |
| 6 | SCHR | Schwab Strategic TR | 1.29M | $31.8M | $31.0M | 5.27% | +55.4K | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 283.6K | $16.9M | $16.0M | 2.73% | +739 | 2026-06-30 |
| 8 | SCHI | Schwab Strategic TR | 652.0K | $14.8M | $14.2M | 2.41% | +19.9K | 2026-06-30 |
| 9 | IWS | iShares TR | 75.0K | $12.3M | $12.7M | 2.15% | -236 | 2026-06-30 |
| 10 | IWP | iShares TR | 83.7K | $12.3M | $11.3M | 1.92% | +308 | 2026-06-30 |
| 11 | VTWG | Vanguard Scottsdale Fds | 41.5K | $11.9M | $10.5M | 1.79% | -198 | 2026-06-30 |
| 12 | VTWV | Vanguard Scottsdale Fds | 58.0K | $11.3M | $10.9M | 1.86% | -276 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 36.3K | $10.5M | $12.5M | 2.12% | -1,232 | 2026-06-30 |
| 14 | MINT | PIMCO ETF TR | 82.0K | $8.3M | $8.2M | 1.40% | +2.3K | 2026-06-30 |
| 15 | VNQ | Vanguard Index Fds | 82.0K | $7.9M | $7.6M | 1.30% | -373 | 2026-06-30 |
| 16 | NRIX | Nurix Therapeutics Inc | 218.3K | $5.3M | $5.6M | 0.95% | -10,000 | 2026-06-30 |
| 17 | IVV | iShares TR | 5.6K | $4.2M | $4.3M | 0.73% | -348 | 2026-06-30 |
| 18 | DFAC | Dimensional ETF Trust | 86.6K | $3.8M | $3.9M | 0.66% | -- | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 12.7K | $3.0M | $3.2M | 0.54% | -307 | 2026-06-30 |
| 20 | IWD | iShares TR | 10.0K | $2.4M | $2.6M | 0.44% | -- | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 6.3K | $2.3M | $3.3M | 0.57% | -109 | 2026-06-30 |
| 22 | TCBK | Trico Bancshares | 36.0K | $1.9M | $1.9M | 0.32% | -- | 2026-06-30 |
| 23 | IWR | iShares TR | 17.0K | $1.9M | $1.9M | 0.32% | -99 | 2026-06-30 |
| 24 | VTWO | Vanguard Scottsdale Fds | 14.8K | $1.8M | $1.7M | 0.28% | -113 | 2026-06-30 |
| 25 | NVDA | NVIDIA Corporation | 8.8K | $1.8M | $1.9M | 0.32% | -345 | 2026-06-30 |
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