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 | IWD | ISHARES TR | — | 9,980.0 | $2.1M | 0.41% | -276.0 | -2.7% | $213.67 | +14.0% |
| 22 | AGG | ISHARES TR | — | 17,437.0 | $1.7M | 0.33% | +560.0 | +3.3% | $99.27 | -0.6% |
| 23 | IWR | ISHARES TR | — | 17,146.0 | $1.7M | 0.32% | -236.0 | -1.4% | $97.23 | +12.2% |
| 24 | NVDA | NVIDIA CORPORATION | Technology | 9,098.0 | $1.6M | 0.30% | — | — | $174.40 | +19.6% |
| 25 | VTWO | VANGUARD SCOTTSDALE FDS | — | 14,881.0 | $1.5M | 0.28% | -682.0 | -4.4% | $100.17 | +20.3% |
| 26 | IWF | ISHARES TR | — | 2,830.0 | $1.2M | 0.23% | -142.0 | -4.8% | $426.47 | -71.4% |
| 27 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,171.0 | $1.2M | 0.22% | -21.0 | -1.8% | $996.15 | -4.5% |
| 28 | TSLA | TESLA INC | Consumer Cyclical | 3,137.0 | $1.2M | 0.22% | -262.0 | -7.7% | $371.75 | +9.0% |
| 29 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 6,709.0 | $1.2M | 0.22% | — | — | $173.45 | -7.7% |
| 30 | PYLD | PIMCO ETF TR | — | 44,016.0 | $1.2M | 0.22% | +520.0 | +1.2% | $26.20 | +0.7% |
| 31 | CVX | CHEVRON CORPORATION | Energy | 4,996.0 | $1.0M | 0.20% | -334.0 | -6.3% | $206.88 | -15.4% |
| 32 | DFUS | DIMENSIONAL ETF TRUST | — | 14,223.0 | $1.0M | 0.19% | -479.0 | -3.3% | $70.91 | +15.3% |
| 33 | CAT | CATERPILLAR INC | Industrials | 1,411.0 | $1000K | 0.19% | -25.0 | -1.7% | $708.46 | +44.3% |
| 34 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,204.0 | $942K | 0.18% | — | — | $294.15 | +12.7% |
| 35 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,897.0 | $909K | 0.17% | — | — | $479.20 | — |
| 36 | GOOG | ALPHABET INC | Communication Services | 2,853.0 | $818K | 0.16% | -78.0 | -2.7% | $286.82 | +21.6% |
| 37 | VTI | VANGUARD INDEX FDS | — | 2,480.0 | $796K | 0.15% | -160.0 | -6.1% | $320.86 | +14.9% |
| 38 | ACN | ACCENTURE PLC IRELAND | Technology | 3,995.0 | $792K | 0.15% | -30.0 | -0.8% | $198.29 | -37.0% |
| 39 | DFUV | DIMENSIONAL ETF TRUST | — | 15,411.0 | $747K | 0.14% | -315.0 | -2.0% | $48.46 | +13.7% |
| 40 | SCHX | SCHWAB STRATEGIC TR | — | 27,900.0 | $715K | 0.14% | -592.0 | -2.1% | $25.64 | +14.5% |
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
40.4%
Financial Services
14.5%
Healthcare
13.2%
Consumer Cyclical
10.3%
Industrials
5.5%
Communication Services
5.2%
Consumer Defensive
4.2%
Energy
4.1%
Utilities
2.7%