Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q3 2023 | 18.3% |
VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 14.9% |
VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 13.5% |
VANGUARD TAX-MANAGED INTL FD | 11 | Q3 2023 | 13.0% |
PIMCO ETF TR | 11 | Q3 2023 | 4.1% |
VANGUARD INTL EQUITY INDEX F | 11 | Q3 2023 | 2.9% |
ISHARES TR | 11 | Q3 2023 | 2.0% |
ISHARES TR | 11 | Q3 2023 | 2.2% |
APPLE INC | 11 | Q3 2023 | 2.2% |
VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 1.9% |
View WestHill Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-29 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-14 |
View WestHill Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.