Portfolio (Quarterly)
Guide ↗
WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PDP | INVESCO EXCHANGE TRADED FD T | — | 1,690.0 | $204K | 0.04% | NEW | — | $120.74 | +13.4% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | — | 3,261.0 | $204K | 0.04% | NEW | — | $62.45 | +14.8% |
| 3 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,048.0 | $203K | 0.04% | NEW | — | $50.20 | -1.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.3%
Financial Services
14.8%
Healthcare
13.5%
Consumer Cyclical
10.5%
Industrials
5.6%
Consumer Defensive
4.3%
Energy
4.1%
Communication Services
3.1%
Utilities
2.8%