$347 Million is the total value of WestHill Financial Advisors, Inc.'s 121 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -47 | -100.0% | 0.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -107 | -100.0% | -0.00% | – |
| CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -36 | -100.0% | -0.00% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -78 | -100.0% | -0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -691 | -100.0% | -0.01% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,051 | -100.0% | -0.06% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,805 | -100.0% | -0.07% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,492 | -100.0% | -0.08% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,812 | -100.0% | -0.08% | – |
| MMM | Exit | 3M CO | $0 | – | -1,603 | -100.0% | -0.08% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,231 | -100.0% | -0.08% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -266,850 | -100.0% | -3.57% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -473,075 | -100.0% | -6.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
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.