WestHill Financial Advisors, Inc. - Q1 2021 holdings

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$281 Million is the total value of WestHill Financial Advisors, Inc.'s 85 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
FBND NewFIDELITY COVINGTON TRUSTtotal bd etf$10,902,000–208,014
+100.0%
3.87%–
NRIX NewNURIX THERAPEUTICS INC$8,809,000–283,333
+100.0%
3.13%–
XLV NewSELECT SECTOR SPDR TRsbi healthcare$116,000–991
+100.0%
0.04%–
XLK NewSELECT SECTOR SPDR TRtechnology$38,000–284
+100.0%
0.01%–
XLY NewSELECT SECTOR SPDR TRsbi cons discr$28,000–167
+100.0%
0.01%–
XLP NewSELECT SECTOR SPDR TRsbi cons stpls$24,000–348
+100.0%
0.01%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-10-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS14Q2 202418.7%
VANGUARD SCOTTSDALE FDS14Q2 202415.1%
VANGUARD SCOTTSDALE FDS14Q2 202413.5%
VANGUARD TAX-MANAGED INTL FD14Q2 202413.0%
VANGUARD INTL EQUITY INDEX F14Q2 20242.9%
PIMCO ETF TR14Q2 20244.1%
ISHARES TR14Q2 20242.2%
ISHARES TR14Q2 20242.1%
APPLE INC14Q2 20242.2%
VANGUARD SCOTTSDALE FDS14Q2 20241.9%

View WestHill Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-06
13F-HR2024-07-19
13F-HR2024-04-25
13F-HR2024-01-31
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-11
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-07-29

View WestHill Financial Advisors, Inc.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (281487000.0 != 281493000.0)

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