| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
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.