WF

WestHill Financial Advisors, Inc.

13F
WestHill Financial Advisors, Inc.
Last update 2025-07-09 72 Stocks (2 new)
Value $471.00 Mil Turnover 0 %
Countries:
Top Holdings: VOO(18.18%)VONG(14.73%)VEA(13.58%)VONV(12.97%)FBND(7.24%)
Summary Stock Picks Current Portfolio
WestHill Financial Advisors, I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
150,902
85,716.6
-0.45%
18.180
-0.08%
0.010
+16.45%
+8.96%
664,077.8
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
636,092
69,461.3
-1.32%
14.730
-0.18%
0.260
+21.96%
+9.36%
27,706.5
 
VEA
Vanguard FTSE Developed Markets ETF
1,123,325
64,040.7
-0.23%
13.580
-0.03%
0.040
+11.93%
+23.01%
162,442.1
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
717,630
61,149.3
-0.25%
12.970
-0.03%
0.520
+10.29%
+8.19%
12,186.6
 
FBND
Fidelity Total Bond ETF
746,164
34,137.0
+0.68%
7.240
+0.05%
0.180
+1.62%
+3.76%
19,332.8
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
1,061,132
26,560.1
+0.86%
5.630
+0.05%
0.240
+0.77%
+4.15%
10,889.1
 
VWO
Vanguard FTSE Emerging Markets ETF
281,298
13,913.0
+0.05%
2.950
0%
0.020
+13.57%
+16.21%
86,139.9
 
SCHI
Schwab 5-10 Year Corporate Bond ETF
556,055
12,655.8
+0.21%
2.680
+0.01%
0.140
+2.77%
+5.15%
8,735.8
 
IWP
iShares Russell Mid-Cap Growth ETF
74,334
10,308.7
+0.13%
2.190
0%
0.050
+18.13%
+11.26%
19,616.1
 
IWS
iShares Russell Mid-Cap Value ETF
71,318
9,424.0
+0.28%
2.000
+0.01%
0.070
+12.45%
+6.45%
13,625.7
 

WestHill Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

WestHill Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-06-30
Reduce
Reduce
-0.18%
●
82.51 ($98.34) 109.2
$112.67
14.57%
Reduce -1.32%
636,092
-8,509
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-06-30
Add
Add
+0.08%
●
100.04 ($100.31) 100.62
$100.52
0.21%
Add 5.3%
69,830
3,515
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-0.08%
●
456.74 ($525.37) 568.03
$583.26
11.02%
Reduce -0.45%
150,902
-681
ORCL
Oracle Corp
2025-06-30
New Buy
New Buy
+0.06%
●
122.82 ($161.13) 218.63
$242.83
50.70%
New holding
1,197
1,197
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-0.06%
●
274.35 ($384.44) 599.47
$278.58
-27.54%
Sold Out
0
-485
AVGO
Broadcom Inc
2025-06-30
New Buy
New Buy
+0.05%
●
146.29 ($216.36) 275.65
$288.71
33.44%
New holding
827
827
FBND
Fidelity Total Bond ETF
2025-06-30
Add
Add
+0.05%
●
44.68 ($45.27) 45.96
$45.51
0.53%
Add 0.68%
746,164
5,038
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-06-30
Add
Add
+0.05%
●
24.54 ($24.78) 25.1
$24.81
0.12%
Add 0.86%
1,061,132
9,047
AMD
Advanced Micro Devices Inc
2025-06-30
Sold Out
Sold Out
-0.05%
●
78.21 ($108.77) 143.81
$162.12
49.05%
Sold Out
0
-2,255
GOOG
Alphabet Inc
2025-06-30
Add
Add
+0.04%
●
146.58 ($165.11) 180.01
$193.20
17.01%
Add 39.13%
3,641
1,024

WestHill Financial Advisors, Inc. Total Holding History ($B)

To

WestHill Financial Advisors, Inc.'s Asset Allocation

To

WestHill Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WestHill Financial Advisors, Inc.'s Hypothetical Growth since 2025-06-30

WestHill Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

WestHill Financial Advisors, Inc.'s Holdings Heat Map

Size field:

WestHill Financial Advisors, Inc.'s Holdings Bubble Chart

WestHill Financial Advisors, Inc. News

  • 1

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