Westhill Financial Advisors, Inc.
CIK Number: 0001759641
437.1M
Market Value
74
# of Holdings
11 months
Avg. Holding Period
35.53%
Win Rate
13.98%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 155.83K | +1.55% | 83.96M | 395.25 | 18.81% |
| 2 | VONG | Vanguard Russel... | 104.35 | -1.32% | 675.04K | +0.53% | 69.73M | 69.54 | 15.62% |
| 3 | VONV | Vanguard Russel... | 83.33 | -1% | 714.03K | +2.23% | 58.02M | 69.35 | 13.00% |
| 4 | VEA | Vanguard Develo... | 56.17 | -1.21% | 1.07M | +2.88% | 51.23M | 48.82 | 11.47% |
| 5 | FBND | Fidelity Total ... | 45.30 | -0.42% | 682.92K | +3.08% | 30.64M | 49.65 | 6.86% |
| 6 | SCHR | Schwab Intermed... | 24.73 | -0.18% | 960.72K | +94.32% | 23.34M | 26.27 | 5.23% |
| 7 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 268.89K | +1.05% | 11.84M | 47.04 | 2.65% |
| 8 | AAPL | Apple Inc. | 196.25 | -1.48% | 46.83K | -0.7% | 11.73M | 156.73 | 2.63% |
| 9 | SCHI | Schwab 5-10 Yea... | 22.40 | -0.4% | 493.03K | +92.92% | 10.88M | 25.1 | 2.44% |
| 10 | IWP | iShares Russell... | 133.39 | -1.29% | 79.77K | +1.00% | 10.11M | 107.93 | 2.27% |
| 11 | IWS | iShares Russell... | 128.66 | -1.3% | 69.8K | +2.35% | 9.03M | 113.61 | 2.02% |
| 12 | VTWG | Vanguard Russel... | 200.88 | -2.03% | 40.13K | +1.64% | 8.43M | 202.55 | 1.89% |
| 13 | VTWV | Vanguard Russel... | 135.04 | -1.82% | 55.34K | +2.28% | 8M | 138.29 | 1.79% |
| 14 | MINT | PIMCO Enhanced ... | 100.33 | +0.05% | 64.05K | -0.97% | 6.43M | 101.73 | 1.44% |
| 15 | VNQ | Vanguard Real E... | 89.84 | -0.95% | 66.65K | +1.91% | 5.94M | 97.7 | 1.33% |
| 16 | NRIX | Nurix Therapeut... | 11.90 | -0.46% | 228.33K | -4.2% | 4.3M | 29.96 | 0.96% |
| 17 | IVV | iShares Core S&... | 599.72 | -1.12% | 6.18K | -7.02% | 3.64M | 432.8 | 0.82% |
| 18 | DFAC | Dimensional U.S... | 34.63 | -1.3% | 87.12K | 0.00% | 3.01M | 26.57 | 0.68% |
| 19 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 6.8K | -1.38% | 2.87M | 299.37 | 0.64% |
| 20 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 8.94K | 0.00% | 1.96M | 144.07 | 0.44% |
| 21 | IWD | iShares Russell... | 189.82 | -1% | 10.52K | -3.65% | 1.95M | 157.44 | 0.44% |
| 22 | ACN | Accenture plc | 311.64 | -2.04% | 4.68K | -0.72% | 1.65M | 305.61 | 0.37% |
| 23 | AGG | iShares Core U.... | 97.95 | -0.36% | 15.97K | +3.17% | 1.55M | 110.9 | 0.35% |
| 24 | IWR | iShares Russell... | 89.28 | -1.29% | 15.63K | +0.10% | 1.38M | 78.03 | 0.31% |
| 25 | COST | Costco Wholesal... | 990.08 | -1.26% | 1.43K | -0.14% | 1.31M | 847.94 | 0.29% |
| 26 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 9.36K | -1.4% | 1.26M | 64.9 | 0.28% |
| 27 | VTWO | Vanguard Russel... | 84.42 | -1.83% | 13.9K | -0.19% | 1.24M | 86.63 | 0.28% |
| 28 | IWF | iShares Russell... | 405.56 | -1.27% | 3.04K | -15.75% | 1.22M | 274.51 | 0.27% |
| 29 | PYLD | PIMCO ETF Trust... | 26.21 | -0.31% | 39.14K | +1.64% | 1.01M | 26.64 | 0.23% |
| 30 | DFUS | Dimensional U.S... | 64.64 | -1.25% | 14.87K | 0.00% | 947.96K | 46.99 | 0.21% |
| 31 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 1.89K | 0.00% | 858.51K | 280.59 | 0.19% |
| 32 | CVX | Chevron Corpora... | 145.87 | +0.62% | 5.54K | -4.91% | 801.76K | 111.76 | 0.18% |
| 33 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 3.18K | +0.06% | 763.23K | 147.33 | 0.17% |
| 34 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 28.39K | +200.00% | 657.99K | 16.96 | 0.15% |
| 35 | DFUV | Dimensional US ... | 41.22 | -0.96% | 15.73K | 0.00% | 643.51K | 31.7 | 0.14% |
| 36 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 1.26K | 0.00% | 641.92K | 340.14 | 0.14% |
| 37 | WAL | Western Allianc... | 71.29 | -3.39% | 7.29K | 0.00% | 608.92K | 108.82 | 0.14% |
| 38 | UPS | United Parcel S... | 99.97 | -0.94% | 4.46K | +0.04% | 561.81K | 182.02 | 0.13% |
| 39 | PG | The Procter & G... | 160.25 | -1.79% | 3.27K | +3.25% | 548.63K | 145.52 | 0.12% |
| 40 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 2.94K | +6.36% | 522.79K | 121.3 | 0.12% |
| 41 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 1.39K | 0.00% | 502.79K | 201.96 | 0.11% |
| 42 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 2.56K | 0.00% | 487.7K | 129.37 | 0.11% |
| 43 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 802 | -0.37% | 470.17K | 385.2 | 0.11% |
| 44 | MMC | Marsh & McLenna... | 217.35 | -0.93% | 2.14K | 0.00% | 454.98K | 190.6 | 0.10% |
| 45 | V | Visa Inc. | 352.88 | -4.99% | 1.4K | -3.31% | 443.39K | 228.96 | 0.10% |
| 46 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 5.68K | +0.21% | 429.69K | 77.9 | 0.10% |
| 47 | META | Meta Platforms,... | 682.74 | -1.53% | 699 | -0.71% | 409.27K | 361.72 | 0.09% |
| 48 | DHR | Danaher Corpora... | 200.65 | -2.17% | 1.75K | 0.00% | 402.4K | 260.01 | 0.09% |
| 49 | VTI | Vanguard Total ... | 293.55 | -1.19% | 1.29K | -1% | 372.78K | 236.96 | 0.08% |
| 50 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 1.9K | 0.00% | 359.46K | 133.91 | 0.08% |
| 51 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 657 | -1.5% | 341.79K | 590.68 | 0.08% |
| 52 | IEI | iShares 3-7 Yea... | 117.75 | -0.19% | 2.9K | +6.22% | 335.67K | 117.16 | 0.08% |
| 53 | FICO | Fair Isaac Corp... | 1785.26 | +0.05% | 164 | -1.2% | 326.51K | 1539.59 | 0.07% |
| 54 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 2.98K | -2.2% | 320.34K | 92.31 | 0.07% |
| 55 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 698 | +100.00% | 281.88K | 403.84 | 0.06% |
| 56 | AMD | Advanced Micro ... | 116.17 | -1.96% | 2.31K | -1.12% | 278.42K | 65.92 | 0.06% |
| 57 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 359 | -2.71% | 277.15K | 468.97 | 0.06% |
| 58 | PH | Parker-Hannifin... | 654.00 | -1.93% | 433 | 0.00% | 275.4K | 631.82 | 0.06% |
| 59 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 4.55K | +8.98% | 269.54K | 50.63 | 0.06% |
| 60 | VST | Vistra Corp. | 173.82 | -0.03% | 1.93K | 0.00% | 265.4K | 118.54 | 0.06% |
| 61 | IJH | iShares Core S&... | 60.25 | -1.54% | 4.2K | +0.12% | 261.5K | 52.84 | 0.06% |
| 62 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 1.71K | -23.59% | 247.73K | 164.41 | 0.06% |
| 63 | SDY | SPDR S&P Divide... | 134.86 | -1.15% | 1.82K | 0.00% | 240.69K | 117.55 | 0.05% |
| 64 | DIS | The Walt Disney... | 117.89 | -0.6% | 2.16K | +100.00% | 240.35K | 111.35 | 0.05% |
| 65 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 473 | -2.47% | 239.27K | 504.11 | 0.05% |
| 66 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 1.49K | 0.00% | 229.38K | 171.72 | 0.05% |
| 67 | NEAR | iShares Short M... | 50.79 | -0.07% | 4.38K | +2.29% | 221.04K | 49.65 | 0.05% |
| 68 | AXP | American Expres... | 287.76 | -3.43% | 723 | +100.00% | 214.58K | 296.79 | 0.05% |
| 69 | ABT | Abbott Laborato... | 135.57 | -0.64% | 1.89K | +100.00% | 213.35K | 113.11 | 0.05% |
| 70 | VZ | Verizon Communi... | 43.01 | -0.35% | 5.25K | +1.94% | 209.87K | 52.5 | 0.05% |
| 71 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 1.24K | 0.00% | 206.47K | 170.4 | 0.05% |
| 72 | HD | The Home Depot,... | 354.54 | -2.37% | 529 | -11.39% | 205.64K | 346.63 | 0.05% |
| 73 | DFAT | Dimensional U.S... | 52.52 | -1.53% | 3.61K | +100.00% | 200.77K | 55.66 | 0.04% |
| 74 | CTMX | CytomX Therapeu... | 2.76 | -7.69% | 17.08K | 0.00% | 17.59K | 5.09 | < 0.01% |