$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XAR | Exit | SPDR SER TRaerospace def | $0 | – | -8 | -100.0% | 0.00% | – |
| DPW | Exit | AULT GLOBAL HOLDINGS INC COMstock | $0 | – | -6,111 | -100.0% | -0.01% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -1,600 | -100.0% | -0.03% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -2,033 | -100.0% | -0.04% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -1,452 | -100.0% | -0.06% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,185 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 14 | Q2 2024 | 18.7% |
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 15.1% |
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 13.5% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q2 2024 | 13.0% |
| VANGUARD INTL EQUITY INDEX F | 14 | Q2 2024 | 2.9% |
| PIMCO ETF TR | 14 | Q2 2024 | 4.1% |
| ISHARES TR | 14 | Q2 2024 | 2.2% |
| ISHARES TR | 14 | Q2 2024 | 2.1% |
| APPLE INC | 14 | Q2 2024 | 2.2% |
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 1.9% |
View WestHill Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-19 |
| 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 |
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.