WestHill Financial Advisors, Inc. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$437.1B
Holdings
73
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 151,583 | $77.9B | 17.82% | |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 644,601 | $59.8B | 13.68% | |
| 3 | VONVVANGUARD SCOTTSDALE FDS | 719,410 | $59.4B | 13.59% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 1,125,888 | $57.2B | 13.09% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 741,126 | $33.8B | 7.74% | |
| 6 | SCHRSCHWAB STRATEGIC TR | 1,052,085 | $26.2B | 5.98% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 281,165 | $12.7B | 2.91% | |
| 8 | SCHISCHWAB STRATEGIC TR | 554,891 | $12.5B | 2.85% | |
| 9 | AAPLAPPLE INC | 44,645 | $9.9B | 2.27% | |
| 10 | IWSISHARES TR | 71,119 | $9.0B | 2.05% | |
| 11 | IWPISHARES TR | 74,236 | $8.7B | 2.00% | |
| 12 | VTWVVANGUARD SCOTTSDALE FDS | 57,106 | $7.6B | 1.74% | |
| 13 | VTWGVANGUARD SCOTTSDALE FDS | 39,799 | $7.4B | 1.70% | |
| 14 | MINTPIMCO ETF TR | 66,315 | $6.7B | 1.53% | |
| 15 | VNQVANGUARD INDEX FDS | 72,486 | $6.6B | 1.50% | |
| 16 | IVVISHARES TR | 6,141 | $3.5B | 0.79% | |
| 17 | DFACDIMENSIONAL ETF TRUST | 86,838 | $2.9B | 0.66% | |
| 18 | NRIXNURIX THERAPEUTICS INC | 228,333 | $2.7B | 0.62% | |
| 19 | MSFTMICROSOFT CORP | 6,290 | $2.4B | 0.54% | |
| 20 | IWDISHARES TR | 10,408 | $2.0B | 0.45% | |
| 21 | AMZNAMAZON COM INC | 8,929 | $1.7B | 0.39% | |
| 22 | AGGISHARES TR | 14,931 | $1.5B | 0.34% | |
| 23 | IWRISHARES TR | 15,496 | $1.3B | 0.30% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 1,343 | $1.3B | 0.29% | |
| 25 | ACNACCENTURE PLC IRELAND | 3,919 | $1.2B | 0.28% | |
| 26 | VTWOVANGUARD SCOTTSDALE FDS | 13,973 | $1.1B | 0.26% | |
| 27 | IWFISHARES TR | 3,013 | $1.1B | 0.25% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,952 | $1.0B | 0.24% | |
| 29 | NVDANVIDIA CORPORATION | 9,523 | $1.0B | 0.24% | |
| 30 | PYLDPIMCO ETF TR | 38,748 | $1.0B | 0.23% | |
| 31 | DFUSDIMENSIONAL ETF TRUST | 14,717 | $890.1M | 0.20% | |
| 32 | CVXCHEVRON CORP NEW | 5,312 | $888.6M | 0.20% | |
| 33 | JPMJPMORGAN CHASE & CO. | 3,185 | $781.4M | 0.18% | |
| 34 | DFUVDIMENSIONAL ETF TRUST | 15,726 | $648.1M | 0.15% | |
| 35 | SCHXSCHWAB STRATEGIC TR | 28,386 | $626.8M | 0.14% | |
| 36 | WEAWESTERN ALLIANCE BANCORP | 7,289 | $560.0M | 0.13% | |
| 37 | NDQINVESCO QQQ TR | 1,146 | $537.6M | 0.12% | |
| 38 | MRSHMARSH & MCLENNAN COS INC | 2,132 | $520.3M | 0.12% | |
| 39 | PGPROCTER AND GAMBLE CO | 2,881 | $490.9M | 0.11% | |
| 40 | UPSUNITED PARCEL SERVICE INC | 4,457 | $490.3M | 0.11% | |
| 41 | VVISA INC | 1,397 | $489.5M | 0.11% | |
| 42 | ABBVABBVIE INC | 2,308 | $483.6M | 0.11% | |
| 43 | EFAISHARES TR | 5,917 | $483.6M | 0.11% | |
| 44 | PCGPG&E CORP | 25,362 | $435.7M | 0.10% | |
| 45 | SPYSPDR S&P 500 ETF TR | 768 | $429.7M | 0.10% | |
| 46 | GOOGALPHABET INC | 2,617 | $408.9M | 0.09% | |
| 47 | METAMETA PLATFORMS INC | 708 | $408.1M | 0.09% | |
| 48 | CATCATERPILLAR INC | 1,232 | $406.3M | 0.09% | |
| 49 | IEIISHARES TR | 3,054 | $360.8M | 0.08% | |
| 50 | DHRDANAHER CORPORATION | 1,753 | $359.4M | 0.08% | |
| 51 | XOMEXXON MOBIL CORP | 3,020 | $359.1M | 0.08% | |
| 52 | VTIVANGUARD INDEX FDS | 1,262 | $346.8M | 0.08% | |
| 53 | TMOTHERMO FISHER SCIENTIFIC INC | 657 | $326.9M | 0.07% | |
| 54 | FICOFAIR ISAAC CORP | 164 | $302.4M | 0.07% | |
| 55 | GOOGLALPHABET INC | 1,874 | $289.8M | 0.07% | |
| 56 | CSCOCISCO SYS INC | 4,553 | $281.0M | 0.06% | |
| 57 | STEWSRH TOTAL RETURN FUND INC | 16,168 | $278.9M | 0.06% | |
| 58 | PHPARKER-HANNIFIN CORP | 433 | $263.2M | 0.06% | |
| 59 | UNHUNITEDHEALTH GROUP INC | 485 | $254.0M | 0.06% | |
| 60 | SDYSPDR SER TR | 1,822 | $247.2M | 0.06% | |
| 61 | VYMVANGUARD WHITEHALL FDS | 1,914 | $246.8M | 0.06% | |
| 62 | IJHISHARES TR | 4,200 | $245.1M | 0.06% | |
| 63 | JNJJOHNSON & JOHNSON | 1,463 | $242.6M | 0.06% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 2,255 | $231.7M | 0.05% | |
| 65 | QCOMQUALCOMM INC | 1,493 | $229.4M | 0.05% | |
| 66 | ABTABBOTT LABS | 1,705 | $226.1M | 0.05% | |
| 67 | VSTVISTRA CORP | 1,925 | $226.1M | 0.05% | |
| 68 | NEARISHARES U S ETF TR | 4,367 | $222.1M | 0.05% | |
| 69 | DISDISNEY WALT CO | 2,183 | $215.4M | 0.05% | |
| 70 | GQ9SPDR GOLD TR | 733 | $211.2M | 0.05% | |
| 71 | VCVINVESCO CALIF VALUE MUN INCO | 11,925 | $126.5M | 0.03% | |
| 72 | QSIQUANTUM SI INC | 21,727 | $26.1M | 0.01% | |
| 73 | CTMXCYTOMX THERAPEUTICS INC | 17,082 | $10.9M | 0.00% |