13F HOLDINGS REPORT
WestHill Financial Advisors, Inc.
Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001667731-25-000467
Total Value
$437.1M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 151,583 | $77.9M | 17.82% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C680 | 644,601 | $59.8M | 13.68% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C714 | 719,410 | $59.4M | 13.59% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,125,888 | $57.2M | 13.09% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 741,126 | $33.8M | 7.74% |
| 6 | SCHWAB STRATEGIC TR | 808524854 | 1,052,085 | $26.2M | 5.98% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 281,165 | $12.7M | 2.91% |
| 8 | SCHWAB STRATEGIC TR | 808524698 | 554,891 | $12.5M | 2.85% |
| 9 | APPLE INC | AAPL | 44,645 | $9.9M | 2.27% |
| 10 | ISHARES TR | 464287473 | 71,119 | $9.0M | 2.05% |
| 11 | ISHARES TR | 464287481 | 74,236 | $8.7M | 2.00% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C649 | 57,106 | $7.6M | 1.74% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C623 | 39,799 | $7.4M | 1.70% |
| 14 | PIMCO ETF TR | 72201R833 | 66,315 | $6.7M | 1.53% |
| 15 | VANGUARD INDEX FDS | 922908553 | 72,486 | $6.6M | 1.50% |
| 16 | ISHARES TR | 464287200 | 6,141 | $3.5M | 0.79% |
| 17 | DIMENSIONAL ETF TRUST | 25434V708 | 86,838 | $2.9M | 0.66% |
| 18 | NURIX THERAPEUTICS INC | NRIX | 228,333 | $2.7M | 0.62% |
| 19 | MICROSOFT CORP | MSFT | 6,290 | $2.4M | 0.54% |
| 20 | ISHARES TR | 464287598 | 10,408 | $2.0M | 0.45% |
| 21 | AMAZON COM INC | AMZN | 8,929 | $1.7M | 0.39% |
| 22 | ISHARES TR | 464287226 | 14,931 | $1.5M | 0.34% |
| 23 | ISHARES TR | 464287499 | 15,496 | $1.3M | 0.30% |
| 24 | COSTCO WHSL CORP NEW | 22160K105 | 1,343 | $1.3M | 0.29% |
| 25 | ACCENTURE PLC IRELAND | ACN | 3,919 | $1.2M | 0.28% |
| 26 | VANGUARD SCOTTSDALE FDS | 92206C664 | 13,973 | $1.1M | 0.26% |
| 27 | ISHARES TR | 464287614 | 3,013 | $1.1M | 0.25% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,952 | $1.0M | 0.24% |
| 29 | NVIDIA CORPORATION | NVDA | 9,523 | $1.0M | 0.24% |
| 30 | PIMCO ETF TR | 72201R585 | 38,748 | $1.0M | 0.23% |
| 31 | DIMENSIONAL ETF TRUST | 25434V401 | 14,717 | $890,084 | 0.20% |
| 32 | CHEVRON CORP NEW | CVX | 5,312 | $888,592 | 0.20% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 3,185 | $781,388 | 0.18% |
| 34 | DIMENSIONAL ETF TRUST | 25434V724 | 15,726 | $648,068 | 0.15% |
| 35 | SCHWAB STRATEGIC TR | 808524201 | 28,386 | $626,763 | 0.14% |
| 36 | WESTERN ALLIANCE BANCORP | WAL-PA | 7,289 | $560,014 | 0.13% |
| 37 | INVESCO QQQ TR | IVZ | 1,146 | $537,569 | 0.12% |
| 38 | MARSH & MCLENNAN COS INC | 571748102 | 2,132 | $520,272 | 0.12% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 2,881 | $490,903 | 0.11% |
| 40 | UNITED PARCEL SERVICE INC | UPS | 4,457 | $490,270 | 0.11% |
| 41 | VISA INC | V | 1,397 | $489,479 | 0.11% |
| 42 | ABBVIE INC | ABBV | 2,308 | $483,572 | 0.11% |
| 43 | ISHARES TR | 464287465 | 5,917 | $483,565 | 0.11% |
| 44 | PG&E CORP | PCG-PX | 25,362 | $435,721 | 0.10% |
| 45 | SPDR S&P 500 ETF TR | SPY | 768 | $429,740 | 0.10% |
| 46 | ALPHABET INC | GOOG | 2,617 | $408,896 | 0.09% |
| 47 | META PLATFORMS INC | META | 708 | $408,063 | 0.09% |
| 48 | CATERPILLAR INC | CAT | 1,232 | $406,314 | 0.09% |
| 49 | ISHARES TR | 464288661 | 3,054 | $360,784 | 0.08% |
| 50 | DANAHER CORPORATION | 235851102 | 1,753 | $359,365 | 0.08% |
| 51 | EXXON MOBIL CORP | XOM | 3,020 | $359,120 | 0.08% |
| 52 | VANGUARD INDEX FDS | 922908769 | 1,262 | $346,840 | 0.08% |
| 53 | THERMO FISHER SCIENTIFIC INC | TMO | 657 | $326,923 | 0.07% |
| 54 | FAIR ISAAC CORP | FICO | 164 | $302,442 | 0.07% |
| 55 | ALPHABET INC | GOOG | 1,874 | $289,839 | 0.07% |
| 56 | CISCO SYS INC | CSCO | 4,553 | $280,966 | 0.06% |
| 57 | SRH TOTAL RETURN FUND INC | STEW | 16,168 | $278,898 | 0.06% |
| 58 | PARKER-HANNIFIN CORP | PH | 433 | $263,199 | 0.06% |
| 59 | UNITEDHEALTH GROUP INC | UNH | 485 | $254,019 | 0.06% |
| 60 | SPDR SER TR | 78464A763 | 1,822 | $247,209 | 0.06% |
| 61 | VANGUARD WHITEHALL FDS | 921946406 | 1,914 | $246,829 | 0.06% |
| 62 | ISHARES TR | 464287507 | 4,200 | $245,067 | 0.06% |
| 63 | JOHNSON & JOHNSON | JNJ | 1,463 | $242,624 | 0.06% |
| 64 | ADVANCED MICRO DEVICES INC | AMD | 2,255 | $231,679 | 0.05% |
| 65 | QUALCOMM INC | QCOM | 1,493 | $229,360 | 0.05% |
| 66 | ABBOTT LABS | ABLZF | 1,705 | $226,142 | 0.05% |
| 67 | VISTRA CORP | VST | 1,925 | $226,072 | 0.05% |
| 68 | ISHARES U S ETF TR | 46431W507 | 4,367 | $222,149 | 0.05% |
| 69 | DISNEY WALT CO | 254687106 | 2,183 | $215,417 | 0.05% |
| 70 | SPDR GOLD TR | GLD | 733 | $211,207 | 0.05% |
| 71 | INVESCO CALIF VALUE MUN INCO | IVZ | 11,925 | $126,524 | 0.03% |
| 72 | QUANTUM SI INC | QSIAW | 21,727 | $26,072 | 0.01% |
| 73 | CYTOMX THERAPEUTICS INC | CTMX | 17,082 | $10,861 | 0.00% |