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CIK: 0001759641
Total reported value
$587.3M
$587.3M
76 檔
45.6%
During the Q1 2024 filing period, WestHill Financial Advisors, Inc. (CIK: 0001759641) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $587.3M across 76 reported positions.
During Q1 2024, WestHill Financial Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.30% | +0.38% | -0.95% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 14.46% | +0.53% | -2.76% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.46% | +0.13% | +2.96% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.70% | -0.14% | +3.20% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.91% | -0.72% | +7.41% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.63% | -0.46% | +5.48% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.71% | -0.04% | +7.22% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.69% | -0.23% | +5.07% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.12% | +0.05% | -0.97% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.11% | — | +3.22% | |
| 11 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.88% | +0.20% | +2.97% | |
| 12 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.83% | +0.07% | +4.24% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.03% | -3.78% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.50% | -0.12% | +4.58% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.44% | -0.05% | +5.65% | |
| 16 | NRIX | Nurix Therapeutics Inc | Stock-Other | 1.02% | +0.22% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.03% | -1.67% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.05% | -4.60% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | +0.01% | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | -1.29% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.01% | -21.81% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.03% | +2.26% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | — | +0.83% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.01% | -1.63% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.03% | +3.50% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | — | +84.06% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.06% | +0.53% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | +0.01% | -1.00% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | +1.02% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.16% | — | +0.04% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.16% | -0.03% | +175.04% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.16% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | +0.03% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | — | +1.29% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.01% | -7.80% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.12% | -0.04% | -2.33% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | — | -13.01% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.12% | -0.01% | -2.69% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.10% | EXIT | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.12% | — | — | |
| 42 | WAL | Western Alliance Bancorp | Stock-Financials | 0.12% | +0.01% | — | |
| 43 | PCG | P G & E CORP | Stock-Utilities | 0.10% | -0.01% | +16.46% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.01% | -0.22% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.02% | — | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.10% | +0.04% | -1.24% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.10% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | +1.08% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | +1.25% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.09% | — | +0.31% |
According to official SEC Form 13F filings, WestHill Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $587.3M across 76 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VONG, VONV) accounted for 45.6% of total reported equity market value during Q1 2024.
During Q1 2024, WestHill Financial Advisors, Inc.'s top holdings by market value included VOO (18.3%)、VONG (14.5%)、VONV (13.5%). The largest single position, VOO, represented 18.3% of total portfolio value.
In Q1 2024, WestHill Financial Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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