| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -1 | -100.0% | 0.00% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -10 | -100.0% | 0.00% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -10 | -100.0% | -0.00% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -40 | -100.0% | -0.00% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -16 | -100.0% | -0.00% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -62 | -100.0% | -0.00% | – |
| IVOG | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $0 | – | -29 | -100.0% | -0.00% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -100 | -100.0% | -0.00% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -64 | -100.0% | -0.00% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -80 | -100.0% | -0.01% | – |
| IVOV | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 val | $0 | – | -82 | -100.0% | -0.01% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -116 | -100.0% | -0.01% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -348 | -100.0% | -0.01% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -167 | -100.0% | -0.01% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -222 | -100.0% | -0.01% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -264 | -100.0% | -0.01% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -1,000 | -100.0% | -0.01% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -284 | -100.0% | -0.01% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -211 | -100.0% | -0.02% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -214 | -100.0% | -0.02% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -597 | -100.0% | -0.03% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -419 | -100.0% | -0.03% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -1,516 | -100.0% | -0.03% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -2,040 | -100.0% | -0.04% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -536 | -100.0% | -0.04% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -710 | -100.0% | -0.04% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -991 | -100.0% | -0.04% | – |
| CTMX | Exit | CYTOMX THERAPEUTICS INC | $0 | – | -17,082 | -100.0% | -0.05% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -72 | -100.0% | -0.05% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -712 | -100.0% | -0.06% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -1,478 | -100.0% | -0.06% | – |
| VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -823 | -100.0% | -0.06% | – |
| BIF | Exit | BOULDER GROWTH & INCOME FD I | $0 | – | -16,168 | -100.0% | -0.07% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -99 | -100.0% | -0.07% | – |
| KO | Exit | COCA COLA CO | $0 | – | -3,902 | -100.0% | -0.07% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -772 | -100.0% | -0.08% | – |
| IVOO | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $0 | – | -1,238 | -100.0% | -0.08% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -888 | -100.0% | -0.08% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -2,252 | -100.0% | -0.09% | – |
| PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -13,375 | -100.0% | -0.09% | – |
| MMM | Exit | 3M CO | $0 | – | -1,321 | -100.0% | -0.09% | – |
| WABC | Exit | WESTAMERICA BANCORPORATION | $0 | – | -4,303 | -100.0% | -0.10% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,099 | -100.0% | -0.10% | – |
| BMRC | Exit | BANK MARIN BANCORP | $0 | – | -7,256 | -100.0% | -0.10% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,446 | -100.0% | -0.10% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,231 | -100.0% | -0.10% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,745 | -100.0% | -0.11% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,625 | -100.0% | -0.11% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,449 | -100.0% | -0.11% | – |
| FICO | Exit | FAIR ISAAC CORP | $0 | – | -697 | -100.0% | -0.12% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,328 | -100.0% | -0.13% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,688 | -100.0% | -0.14% | – |
| PFE | Exit | PFIZER INC | $0 | – | -10,823 | -100.0% | -0.14% | – |
| T | Exit | AT&T INC | $0 | – | -13,750 | -100.0% | -0.15% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,681 | -100.0% | -0.15% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -4,600 | -100.0% | -0.16% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,807 | -100.0% | -0.16% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -8,511 | -100.0% | -0.23% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORP | $0 | – | -7,289 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -231 | -100.0% | -0.25% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,351 | -100.0% | -0.26% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -8,795 | -100.0% | -0.33% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -3,928 | -100.0% | -0.34% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -5,701 | -100.0% | -0.36% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,477 | -100.0% | -0.38% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -15,753 | -100.0% | -0.41% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -12,352 | -100.0% | -0.50% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -10,318 | -100.0% | -0.56% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -6,823 | -100.0% | -0.96% | – |
| AAPL | Exit | APPLE INC | $0 | – | -31,562 | -100.0% | -1.37% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -47,878 | -100.0% | -1.56% | – |
| VTWG | Exit | VANGUARD SCOTTSDALE FDSvng rus2000grw | $0 | – | -22,169 | -100.0% | -1.72% | – |
| VTWV | Exit | VANGUARD SCOTTSDALE FDSvng rus2000val | $0 | – | -37,217 | -100.0% | -1.85% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -52,416 | -100.0% | -1.90% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -51,885 | -100.0% | -2.02% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -144,077 | -100.0% | -2.66% | – |
| NRIX | Exit | NURIX THERAPEUTICS INC | $0 | – | -283,333 | -100.0% | -3.13% | – |
| FBND | Exit | FIDELITY COVINGTON TRUSTtotal bd etf | $0 | – | -208,014 | -100.0% | -3.87% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -113,107 | -100.0% | -4.10% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -241,127 | -100.0% | -4.13% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -440,006 | -100.0% | -8.02% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -709,715 | -100.0% | -12.38% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -145,229 | -100.0% | -12.90% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -277,069 | -100.0% | -13.08% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -132,291 | -100.0% | -17.12% | – |
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.