Portfolio (Quarterly)
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WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,933.0 | $2.1M | 0.39% | NEW | — | $230.82 | +0.9% |
| 22 | NVDA | NVIDIA CORPORATION | Technology | 9,125.0 | $1.7M | 0.32% | NEW | — | $186.50 | +11.9% |
| 23 | AGG | ISHARES TR | — | 16,877.0 | $1.7M | 0.32% | NEW | — | $99.88 | -1.3% |
| 24 | IWR | ISHARES TR | — | 17,382.0 | $1.7M | 0.32% | NEW | — | $96.27 | +13.3% |
| 25 | VTWO | VANGUARD SCOTTSDALE FDS | — | 15,563.0 | $1.5M | 0.29% | NEW | — | $99.52 | +21.0% |
| 26 | TSLA | TESLA INC | Consumer Cyclical | 3,399.0 | $1.5M | 0.29% | NEW | — | $449.72 | -9.9% |
| 27 | IWF | ISHARES TR | — | 2,972.0 | $1.4M | 0.27% | NEW | — | $473.38 | -74.3% |
| 28 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 6,731.0 | $1.2M | 0.24% | NEW | — | $185.52 | -13.7% |
| 29 | PYLD | PIMCO ETF TR | — | 43,496.0 | $1.2M | 0.22% | NEW | — | $26.68 | -1.1% |
| 30 | DFUS | DIMENSIONAL ETF TRUST | — | 14,702.0 | $1.1M | 0.21% | NEW | — | $74.17 | +10.2% |
| 31 | ACN | ACCENTURE PLC IRELAND | Technology | 4,025.0 | $1.1M | 0.20% | NEW | — | $268.30 | -53.5% |
| 32 | JPM | JPMORGAN CHASE & CO. | Financial Services | 3,209.0 | $1.0M | 0.20% | NEW | — | $322.25 | +2.9% |
| 33 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,192.0 | $1.0M | 0.20% | NEW | — | $862.10 | +10.4% |
| 34 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,899.0 | $955K | 0.18% | NEW | — | $502.65 | — |
| 35 | GOOG | ALPHABET INC | Communication Services | 2,931.0 | $920K | 0.17% | NEW | — | $313.85 | +11.1% |
| 36 | VTI | VANGUARD INDEX FDS | — | 2,640.0 | $885K | 0.17% | NEW | — | $335.30 | +10.0% |
| 37 | CAT | CATERPILLAR INC | Industrials | 1,436.0 | $823K | 0.16% | NEW | — | $572.87 | +78.4% |
| 38 | CVX | CHEVRON CORP NEW | Energy | 5,330.0 | $812K | 0.15% | NEW | — | $152.41 | +14.9% |
| 39 | SCHX | SCHWAB STRATEGIC TR | — | 28,492.0 | $767K | 0.15% | NEW | — | $26.91 | +9.1% |
| 40 | DFUV | DIMENSIONAL ETF TRUST | — | 15,726.0 | $733K | 0.14% | NEW | — | $46.59 | +18.3% |
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
43.8%
Healthcare
15.0%
Financial Services
15.0%
Consumer Cyclical
8.5%
Communication Services
4.7%
Industrials
4.5%
Consumer Defensive
3.4%
Energy
2.8%
Utilities
2.2%