WestHill Financial Advisors, Inc. [Rocket]

Holdings

WestHill Financial Advisors, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
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
VANGUARD SCOTTSDALE FUNDS	VONG	Common	744,347	27,612	46,812,002,000	7,305,546,000	14.00		Hist	03/31/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	953,805	-17,278	43,083,381,000	2,327,030,000	12.89		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VONV	Common	642,116	6,258	42,899,766,000	564,347,000	12.83		Hist	03/31/2023
FIDELITY FREEDOM 2020	FBND	Common	534,251	32,147	24,575,546,000	1,970,824,000	7.35		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHR	Common	442,569	24,932	22,318,755,000	1,758,485,000	6.68		Hist	03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	232,771	14,280	9,403,963,000	887,170,000	2.81		Hist	03/31/2023
Apple Inc.	AAPL	Common	41,931	-5,297	6,914,413,000	778,055,000	2.07	0.00	Hist	03/31/2023
iSHARES TRUST	IWP	RUSSELL MCP GR	74,437	825	6,777,475,000	623,530,000	2.03		Hist	03/31/2023
iSHARES TRUST	IWS	Common	61,054	191	6,483,938,000	72,669,000	1.94		Hist	03/31/2023
PIMCO ETF Trust	MINT	Common	60,860	-6,136	6,040,324,000	-568,800,000	1.81		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VTWG	Common	35,145	489	5,800,632,000	404,400,000	1.74		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VTWV	Common	45,853	-150	5,525,258,000	-76,485,000	1.65		Hist	03/31/2023
VANGUARD INDEX FUNDS	VNQ	ETF	57,382	3,713	4,764,963,000	338,320,000	1.43		Hist	03/31/2023
iSHARES TRUST	IVV	Common	6,766	-474	2,781,252,000	-321,000	0.83		Hist	03/31/2023
Nurix Therapeutics, Inc.	NRIX	Common	283,333	0	2,515,997,000	-594,999,000	0.75	0.60	Hist	03/31/2023
MICROSOFT CORP	MSFT	Common	6,405	-298	1,846,582,000	239,052,000	0.55	0.00	Hist	03/31/2023
iSHARES TRUST	IWD	ETF	11,352	-165	1,728,380,000	-18,232,000	0.52		Hist	03/31/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	12,798	-252	1,275,193,000	9,473,000	0.38		Hist	03/31/2023
AMAZON COM INC	AMZN	Common	10,532	0	1,087,850,000	203,162,000	0.33		Hist	03/31/2023
iSHARES TRUST	IWR	ETF	15,281	-374	1,068,462,000	12,518,000	0.32		Hist	03/31/2023
CHEVRON CORP	CVX	Common	6,172	-88	1,007,059,000	-116,513,000	0.30	0.00	Hist	03/31/2023
iSHARES TRUST	IWF	Common	4,029	-171	984,525,000	84,691,000	0.29		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VTWO	Common	12,466	-370	898,540,000	-4,720,000	0.27		Hist	03/31/2023
UNITED PARCEL SERVICE INC	UPS	Common	4,444	-99	862,051,000	72,381,000	0.26		Hist	03/31/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,949	0	601,793,000	-253,000	0.18		Hist	03/31/2023
NIKE, Inc.	NKE	Common	4,465	-21	547,588,000	22,681,000	0.16		Hist	03/31/2023
JOHNSON & JOHNSON	JNJ	Common	3,254	0	504,370,000	-70,449,000	0.15		Hist	03/31/2023
AbbVie Inc.	ABBV	COM	3,134	-545	499,466,000	-95,097,000	0.15		Hist	03/31/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	6,806	74	486,738,000	44,874,000	0.15		Hist	03/31/2023
DANAHER CORP /DE/	DHR	Common	1,888	0	475,852,000	-25,261,000	0.14	0.00	Hist	03/31/2023
PFIZER INC	PFE	Common	11,605	-85	473,490,000	-125,514,000	0.14	0.00	Hist	03/31/2023
SCHWAB US LC ETF	SCHX	Equities	9,462	-1,984	457,677,000	-59,110,000	0.14		Hist	03/31/2023
PROCTER & GAMBLE Co	PG	Common	2,910	1	432,688,000	-8,179,000	0.13	0.00	Hist	03/31/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	1,245	-53	399,649,000	53,948,000	0.12		Hist	03/31/2023
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