☆WestHill Financial Advisors, Inc.
Quality Q
0.878
AUM ($M)
587
Positions
82
Turnover
0.03
Top-10 wt
81%
Herfindahl
0.101
History (qtrs)
6
Excess Return
—
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Holdings · 85 positions · portfolio value $587M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 18.0% | +0.4% | 105.9 | 154,260 | -271 | 5 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 14.3% | +0.5% | 83.7 | 655,188 | +390 | 5 | — |
| ☆VONV funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 13.6% | +0.1% | 79.7 | 749,559 | -417 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 13.3% | -0.1% | 78.0 | 1,094,124 | +59 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 7.1% | -0.7% | 41.6 | 914,982 | +19,617 | 5 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | ADD | — | 5.4% | -0.5% | 31.8 | 1,290,103 | +55,357 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 2.9% | -0.0% | 16.9 | 283,550 | +739 | 5 | — |
| ☆SCHI funds › | SCHWAB STRATEGIC TR | ADD | — | 2.5% | -0.2% | 14.8 | 652,028 | +19,857 | 5 | — |
| ☆IWS funds › | ISHARES TR | TRIM | — | 2.1% | +0.0% | 12.3 | 74,979 | -236 | 5 | — |
| ☆IWP funds › | ISHARES TR | ADD | — | 2.1% | +0.0% | 12.3 | 83,725 | +308 | 5 | — |
| ☆CUSIP:92206C623 funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 2.0% | +0.2% | 11.9 | 41,503 | -198 | 5 | — |
| ☆VTWV funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.9% | +0.1% | 11.3 | 57,957 | -276 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.8% | -0.0% | 10.5 | 36,276 | -1,232 | 5 | — |
| ☆MINT funds › | PIMCO ETF TR | ADD | — | 1.4% | -0.1% | 8.3 | 81,971 | +2,268 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | TRIM | — | 1.3% | -0.1% | 7.9 | 82,017 | -373 | 5 | — |
| ☆NRIX funds › | NURIX THERAPEUTICS INC | TRIM | — | 0.9% | +0.2% | 5.3 | 218,333 | -10,000 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.7% | -0.0% | 4.2 | 5,605 | -348 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.7% | +0.0% | 3.8 | 86,551 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.5% | -0.0% | 3.0 | 12,664 | -307 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.4% | +0.0% | 2.4 | 9,980 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.4% | -0.1% | 2.3 | 6,267 | -109 | 5 | — |
| ☆TCBK funds › | TRICO BANCSHARES | NEW | — | 0.3% | +0.3% | 1.9 | 35,950 | +35,950 | 1 | — |
| ☆IWR funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 1.9 | 17,047 | -99 | 5 | — |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.3% | +0.0% | 1.8 | 14,768 | -113 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.3% | -0.0% | 1.8 | 8,753 | -345 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 1.7 | 17,524 | +87 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 1.4 | 11,321 | +8,491 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.2% | -0.0% | 1.3 | 2,987 | -150 | 4 | — |
| ☆PYLD funds › | PIMCO ETF TR | ADD | — | 0.2% | -0.0% | 1.2 | 44,051 | +35 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.2% | +0.0% | 1.2 | 14,223 | +0 | 5 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | HOLD | — | 0.2% | -0.0% | 1.1 | 6,709 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.2% | -0.0% | 1.1 | 1,151 | -20 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.2% | -0.0% | 1.0 | 3,205 | +1 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.2% | +0.0% | 1.0 | 2,853 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.9 | 1,897 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | +0.0% | 0.9 | 2,454 | -26 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.2% | -0.0% | 0.9 | 841 | -570 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.8 | 15,411 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.1% | 0.8 | 4,995 | -1 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.8 | 27,900 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.1% | +0.0% | 0.7 | 929 | +155 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 0.7 | 915 | -110 | 5 | — |
| ☆WAL funds › | WESTERN ALLIANCE BANCORP | HOLD | — | 0.1% | +0.0% | 0.6 | 7,647 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.6 | 1,755 | +33 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.1% | +0.0% | 0.6 | 4,928 | +19 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.1% | +0.0% | 0.5 | 943 | -289 | 4 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,593 | +53 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.1% | +0.0% | 0.5 | 2,151 | -6 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 5,054 | -490 | 5 | — |
| ☆BANR funds › | BANNER CORP | NEW | — | 0.1% | +0.1% | 0.5 | 7,652 | +7,652 | 1 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.1% | -0.1% | 0.5 | 3,885 | -110 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.1% | -0.0% | 0.5 | 4,471 | +3 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | ADD | — | 0.1% | -0.0% | 0.5 | 477 | +2 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.1% | -0.0% | 0.4 | 2,887 | +53 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.1% | +0.0% | 0.4 | 1,119 | -10 | 5 | — |
| ☆PCG funds › | PG&E CORP | ADD | — | 0.1% | -0.0% | 0.4 | 25,040 | +504 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.1% | +0.0% | 0.4 | 357 | +0 | 4 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.4 | 707 | -54 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.4 | 2,697 | +2,697 | 1 | — |
| ☆IEI funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 3,094 | +0 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | ADD | — | 0.1% | -0.0% | 0.3 | 1,765 | +29 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.3 | 4,200 | -12 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.1% | -0.0% | 0.3 | 836 | -12 | 5 | — |
| ☆VST funds › | VISTRA CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,925 | -6 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.1% | -0.0% | 0.3 | 1,200 | -18 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 1,914 | +0 | 5 | — |
| ☆STEW funds › | SRH TOTAL RETURN FUND INC | HOLD | — | 0.0% | -0.0% | 0.3 | 16,168 | +0 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | -0.0% | 0.3 | 1,822 | +0 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.0% | -0.0% | 0.3 | 545 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.0% | +0.0% | 0.3 | 729 | +1 | 4 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.0% | +0.0% | 0.3 | 1,438 | +1,438 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.0% | +0.0% | 0.3 | 541 | +541 | 1 | — |
| ☆PDP funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.0% | +0.0% | 0.3 | 1,690 | +0 | 2 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.0% | +0.0% | 0.2 | 107 | +107 | 1 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.2 | 3,261 | +0 | 2 | — |
| ☆NEAR funds › | ISHARES U S ETF TR | HOLD | — | 0.0% | -0.0% | 0.2 | 4,461 | +0 | 5 | — |
| ☆IJR funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,404 | +1,404 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 2,250 | -436 | 3 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.0% | +0.0% | 0.2 | 285 | +285 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 942 | +942 | 1 | — |
| ☆VCV funds › | INVESCO CALIF VALUE MUN INCO | HOLD | — | 0.0% | -0.0% | 0.1 | 11,925 | +0 | 5 | — |
| ☆CTMX funds › | CYTOMX THERAPEUTICS INC. | HOLD | — | 0.0% | -0.0% | 0.1 | 17,082 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,927 | 0 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,048 | 0 | — |
| ☆SLV funds › | ISHARES SILVER TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,302 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 587 | 82 | 0.03 | 81% | 0.101 | 0.877 | — | in |
| 2026Q1 | 523 | 76 | 0.02 | 82% | 0.100 | 0.874 | — | in |
| 2025Q4 | 526 | 81 | 0.02 | 81% | 0.101 | 0.858 | — | in |
| 2025Q3 | 510 | 78 | 0.01 | 82% | 0.102 | 0.866 | — | in |
| 2025Q2 | 471 | 72 | 0.03 | 82% | 0.103 | 0.867 | — | entered |
| 2025Q1 | 437 | 73 | 0.00 | 82% | 0.100 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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