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
PIMCO ETF Trust	MINT	Common	60,860	-6,136	6,040,324,000	-568,800,000	1.81		Hist	03/31/2023
ADVANCED MICRO DEVICES INC	AMD	Common	2,332	-8,990	228,559,000	-504,767,000	0.07		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
CHEVRON CORP	CVX	Common	6,172	-88	1,007,059,000	-116,513,000	0.30	0.00	Hist	03/31/2023
CATERPILLAR INC	CAT	Common	1,411	-400	322,893,000	-110,950,000	0.10		Hist	03/31/2023
AbbVie Inc.	ABBV	COM	3,134	-545	499,466,000	-95,097,000	0.15		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
SCHWAB US LC ETF	SCHX	Equities	9,462	-1,984	457,677,000	-59,110,000	0.14		Hist	03/31/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	4,197	-500	290,894,000	-47,055,000	0.09		Hist	03/31/2023
ABBOTT LABORATORIES	ABT	Common	2,450	-199	248,061,000	-42,788,000	0.07		Hist	03/31/2023
VANGUARD INDEX FUNDS	VTV	Common	987	-257	136,315,000	-38,305,000	0.04		Hist	03/31/2023
iSHARES TRUST	IWN	RUSL 2000 VALU	566	-268	77,521,000	-38,097,000	0.02		Hist	03/31/2023
Merck & Co., Inc.	MRK	COM	2,134	-250	227,036,000	-37,469,000	0.07		Hist	03/31/2023
VERIZON COMMUNICATIONS INC	VZ	Common	7,526	-793	292,686,000	-35,083,000	0.09		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	IWM	Common	677	-65	120,787,000	-8,598,000	0.04		Hist	03/31/2023
Vanguard Growth ETF	VUG	ETF	42	-33	10,531,000	-5,499,000	0.00		Hist	03/31/2023
EXXON MOBIL CORP	XOM	Common	2,659	-28	291,555,000	-4,860,000	0.09	0.00	Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VTWO	Common	12,466	-370	898,540,000	-4,720,000	0.27		Hist	03/31/2023
INVESCO EXCHANGE-TRADED FUND TRUST	PRFZ	Exchange Traded Fund	77	-28	12,668,000	-3,965,000	0.00		Hist	03/31/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	562	-110	23,565,000	-3,658,000	0.01		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHC	Common	227	-93	7,652,000	-2,418,000	0.00		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLK	COM	284	-77	42,887,000	-2,036,000	0.01		Hist	03/31/2023
SPDR S&P 500 ETF TRUST	SPY	Common	619	-48	253,507,000	-1,662,000	0.08		Hist	03/31/2023
iSHARES TRUST	IVV	Common	6,766	-474	2,781,252,000	-321,000	0.83		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
iSHARES TRUST	IWR	ETF	15,281	-374	1,068,462,000	12,518,000	0.32		Hist	03/31/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	666	-2	383,862,000	16,001,000	0.11	0.00	Hist	03/31/2023
NIKE, Inc.	NKE	Common	4,465	-21	547,588,000	22,681,000	0.16		Hist	03/31/2023
Alphabet Inc.	GOOGL	COM	1,600	-21	165,968,000	22,947,000	0.05		Hist	03/31/2023
Walt Disney Co	DIS	Common	3,136	-113	313,962,000	31,728,000	0.09	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
UNITED PARCEL SERVICE INC	UPS	Common	4,444	-99	862,051,000	72,381,000	0.26		Hist	03/31/2023
iSHARES TRUST	IWF	Common	4,029	-171	984,525,000	84,691,000	0.29		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
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