Westhill Financial Advisors, Inc.

CIK Number: 0001759641

446.42M
Market Value
74
# of Holdings
10 months
Avg. Holding Period
35.53%
Win Rate
11.52%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VOO Vanguard 500 In...
484.02
+0.16% 155.83K +1.55% 83.96M 395.25 18.81%
2 VONG Vanguard Russel...
87.92
+0.10% 675.04K +0.53% 69.73M 69.54 15.62%
3 VONV Vanguard Russel...
77.39
+0.39% 714.03K +2.23% 58.02M 69.35 13.00%
4 VEA Vanguard Develo...
50.70
+0.98% 1.07M +2.88% 51.23M 48.82 11.47%
5 FBND Fidelity Total ...
45.09
-0.17% 682.92K +3.08% 30.64M 49.65 6.86%

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