Portfolio (Quarterly)
Guide ↗
WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GOOGL | ALPHABET INC | Communication Services | 1,722.0 | $495K | 0.10% | -16.0 | -0.9% | $287.63 | +19.9% |
| 22 | PCG | PG&E CORP | Utilities | 24,536.0 | $431K | 0.08% | -153.0 | -0.6% | $17.57 | +0.2% |
| 23 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,834.0 | $409K | 0.08% | -22.0 | -0.8% | $144.42 | +0.2% |
| 24 | CSCO | CISCO SYS INC | Technology | 4,909.0 | $381K | 0.07% | -86.0 | -1.7% | $77.59 | +43.1% |
| 25 | GLD | SPDR GOLD TR | Financial Services | 848.0 | $365K | 0.07% | -8.0 | -0.9% | $430.29 | -1.6% |
| 26 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,218.0 | $298K | 0.06% | -84.0 | -6.5% | $244.44 | +10.6% |
| 27 | IJH | ISHARES TR | — | 4,212.0 | $284K | 0.05% | -184.0 | -4.2% | $67.53 | +13.7% |
| 28 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,686.0 | $252K | 0.05% | -383.0 | -12.5% | $93.98 | +19.5% |
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%