WF

WestHill Financial Advisors, Inc.

13F
WestHill Financial Advisors, Inc.
Last update 2025-04-21 73 Stocks (3 new)
Value $437.00 Mil Turnover 3 %
Countries:
Top Holdings: VOO(17.82%)VONG(13.68%)VONV(13.59%)VEA(13.09%)FBND(7.74%)
Summary Stock Picks Current Portfolio
WestHill Financial Advisors, I... Top Holdings of 2025-03-31 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
151,583
77,899.8
-2.72%
17.820
-0.51%
0.010
+4.92%
+2.55%
617,254.0
 
VONG 		Vanguard Russell 1000 Growth Index Fund
644,601
59,812.5
-4.51%
13.680
-0.70%
0.230
+8.24%
+1.72%
25,742.2
 
VONV 		Vanguard Russell 1000 Value Index Fund
719,410
59,380.1
+0.75%
13.590
+0.10%
0.500
+1.70%
+3.52%
11,761.1
 
VEA 		Vanguard FTSE Developed Markets ETF
1,125,888
57,228.9
+5.10%
13.090
+0.64%
0.040
+8.67%
+18.24%
152,664.9
 
FBND 		Fidelity Total Bond ETF
741,126
33,832.4
+8.52%
7.740
+0.61%
0.180
-0.07%
+2.22%
18,301.8
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
1,052,085
26,154.8
+9.51%
5.980
+0.52%
0.250
+0.65%
+2.82%
10,751.8
 
VWO 		Vanguard FTSE Emerging Markets ETF
281,165
12,725.5
+4.56%
2.910
+0.13%
0.010
+5.50%
+9.65%
84,175.7
 
SCHI 		Schwab 5-10 Year Corporate Bond ETF
554,891
12,462.9
+12.55%
2.850
+0.32%
0.150
+0.63%
+2.92%
8,603.0
 
AAPL 		Apple Inc
44,645
9,917.0
-4.67%
2.270
-0.12%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
IWS 		iShares Russell Mid-Cap Value ETF
71,119
8,958.9
+1.89%
2.050
+0.04%
0.070
+2.59%
+0.80%
13,193.5
 

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 Fund2025-03-31Reduce
-0.70%
●
92.71 ($101.57) 107.38
$104.93
3.31%
Reduce -4.51%
644,601
-30,436
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.64%
●
47.4 ($50.6) 52.99
$56.28
11.23%
Add 5.1%
1,125,888
54,669
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.61%
●
44.41 ($45.29) 45.98
$45.01
-0.62%
Add 8.52%
741,126
58,208
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2025-03-31Add
+0.52%
●
24.05 ($24.48) 24.86
$24.57
0.37%
Add 9.51%
1,052,085
91,362
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-0.51%
●
507.05 ($540.58) 563.67
$550.66
1.86%
Reduce -2.72%
151,583
-4,244
SCHI 		Schwab 5-10 Year Corporate Bond ETF2025-03-31Add
+0.32%
●
21.77 ($22.24) 22.56
$22.23
-0.04%
Add 12.55%
554,891
61,859
IWP 		iShares Russell Mid-Cap Growth ETF2025-03-31Reduce
-0.16%
●
114.9 ($128.55) 139.6
$135.79
5.63%
Reduce -6.94%
74,236
-5,538
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+0.13%
●
42.5 ($45.01) 46.71
$48.24
7.18%
Add 4.56%
281,165
12,271
AAPL 		Apple Inc2025-03-31Reduce
-0.12%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -4.67%
44,645
-2,189
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Add
+0.12%
●
85.55 ($90.76) 94.34
$89.87
-0.98%
Add 8.76%
72,486
5,838

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 2025-03-31

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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