News + Filings Holdings
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WestHill Financial Advisors, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD SCOTTSDALE FUNDS
| VONG | Common | 744,347 | 27,612 | 46,812,002,000 | 7,305,546,000 | 14.00 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 158,082 | 4,138 | 59,449,755,000 | 5,362,993,000 | 17.78 | |
Hist
| 03/31/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 534,251 | 32,147 | 24,575,546,000 | 1,970,824,000 | 7.35 | |
Hist
| 03/31/2023 |
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SCHWAB STRATEGIC TRUST
| SCHR | Common | 442,569 | 24,932 | 22,318,755,000 | 1,758,485,000 | 6.68 | |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 232,771 | 14,280 | 9,403,963,000 | 887,170,000 | 2.81 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IWP | RUSSELL MCP GR | 74,437 | 825 | 6,777,475,000 | 623,530,000 | 2.03 | |
Hist
| 03/31/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VONV | Common | 642,116 | 6,258 | 42,899,766,000 | 564,347,000 | 12.83 | |
Hist
| 03/31/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VTWG | Common | 35,145 | 489 | 5,800,632,000 | 404,400,000 | 1.74 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 57,382 | 3,713 | 4,764,963,000 | 338,320,000 | 1.43 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IWS | Common | 61,054 | 191 | 6,483,938,000 | 72,669,000 | 1.94 | |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOG | COM | 2,408 | 115 | 250,432,000 | 46,974,000 | 0.07 | |
Hist
| 03/31/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 6,806 | 74 | 486,738,000 | 44,874,000 | 0.15 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 1,083 | 2 | 221,111,000 | 14,463,000 | 0.07 | |
Hist
| 03/31/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 300 | 200 | 21,948,000 | 14,394,000 | 0.01 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| EEM | Common | 2,238 | 283 | 88,311,000 | 14,216,000 | 0.03 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IJH | Common | 885 | 1 | 221,394,000 | 7,537,000 | 0.07 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 1,815 | 1 | 175,493,000 | 3,790,000 | 0.05 | |
Hist
| 03/31/2023 |
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VANGUARD ADMIRAL FUNDS
| VIOO | Common | 1,234 | 617 | 109,567,000 | 2,635,000 | 0.03 | |
Hist
| 03/31/2023 |
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VANGUARD ADMIRAL FUNDS
| IVOO | Common | 1,524 | 746 | 129,052,000 | 1,795,000 | 0.04 | |
Hist
| 03/31/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOG | Common | 11 | 3 | 2,535,000 | 847,000 | 0.00 | |
Hist
| 03/31/2023 |
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VANGUARD ADMIRAL FUNDS
| IVOG | Common | 58 | 29 | 5,153,000 | 243,000 | 0.00 | |
Hist
| 03/31/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 2,910 | 1 | 432,688,000 | -8,179,000 | 0.13 | 0.00 |
Hist
| 03/31/2023 |
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