Titelia

Holdings of WestHill Financial Advisors, Inc.

72 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 83.5 % of the equity sleeve

Sector breakdown

  • Funds 19.6 %
  • Technology 2.8 %
  • Consumer discretionary 0.8 %
  • Financials 0.7 %
  • Industrials 0.5 %
  • Communication 0.4 %
  • Consumer staples 0.3 %
  • Health care 0.3 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Unattributed 74.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72512.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 154,53192.3M $
2Vanguard Russell 1000 Growth ETF 654,79871.8M $
3VANGUARD SCOTTSDALE FUNDS 749,97670.3M $
4Vanguard FTSE Developed Markets ETF 1,094,06570.1M $
5Fidelity Total Bond ETF 895,36540.8M $
6Schwab Intermediate-Term U.S. Treasury ETF 1,234,74630.8M $
7Vanguard International Equity Index Funds 282,81115.3M $
8Schwab 5-10 Year Corporate Bond ETF 632,17114.3M $
9iShares Russell Mid-Cap Value 75,21511M $
10iShares Trust 83,41710.7M $
11Vanguard Scottsdale Funds 41,7019.6M $
12Apple Inc 37,5089.5M $
13PIMCO Enhanced Short Maturity 79,7038M $
14Vanguard Real Estate ETF 82,3907.3M $
15iShares Core S&P 500 ETF 5,9533.9M $
16Nurix Therapeutics Inc 228,3333.5M $
17Dimensional ETF Trust 86,5513.4M $
18Amazon.com Inc 12,9712.7M $
19Microsoft Corp 6,3762.4M $
20iShares Trust 9,9802.1M $
21iShares Core U.S. Aggregate Bond ETF 17,4371.7M $
22iShares Trust 17,1461.7M $
23NVIDIA Corp 9,0981.6M $
24Vanguard Scottsdale Funds 14,8811.5M $
25iShares Russell 1000 Growth ETF 2,8301.2M $
26Costco Wholesale Corp 1,1711.2M $
27Tesla Inc 3,1371.2M $
28Marsh & McLennan Cos Inc 6,7091.2M $
29PIMCO Multisector Bond Active 44,0161.2M $
30Chevron Corp 4,9961M $
31Dimensional ETF Trust 14,2231M $
32Caterpillar Inc 1,411999.6K $
33JPMorgan Chase & Co 3,204942.4K $
34Berkshire Hathaway Inc 1,897909K $
35Alphabet Inc 2,853818.3K $
36Vanguard Total Stock Market ETF 2,480795.7K $
37DFA Dimensional US Marketwide Value ETF 15,411746.8K $
38Schwab U.S. Large-Cap ETF 27,900715.4K $
39Invesco QQQ Trust Series 1 1,025591.9K $
40Western Alliance Bancorp 7,647541.8K $
41iShares MSCI EAFE ETF 5,544538.5K $
42State Street SPDR S&P 500 ETF Trust 774503.5K $
43Exxon Mobil Corp 2,927496.6K $
44Alphabet Inc 1,722495.3K $
45AbbVie Inc 2,157469.1K $
46Visa Inc 1,540465.5K $
47United Parcel Service Inc 4,468439.6K $
48Meta Platforms Inc 761435.4K $
49PG&E Corp 24,536431.1K $
50Parker-Hannifin Corp 475425.2K $
51Procter & Gamble Co/The 2,834409.3K $
52Cisco Systems, Inc. 4,909380.9K $
53iShares Trust 3,094366.9K $
54SPDR Gold Shares 848364.9K $
55Broadcom Inc 1,129349.4K $
56Danaher Corp 1,736329.1K $
57GE Vernova Inc 357311.6K $
58Johnson & Johnson 1,218297.7K $
59Vistra Corp 1,931290.3K $
60iShares Core S&P Mid-Cap ETF 4,212284.4K $
61Vanguard High Dividend Yield E 1,914283.5K $
62SRH Total Return Fund Inc 16,168276.5K $
63Thermo Fisher Scientific Inc 545267.9K $
64State Street SPDR S&P Dividend ETF 1,822265.9K $
65Charles Schwab Corp/The 2,686252.4K $
66Advanced Micro Devices Inc 1,232250.6K $
67ISHARES U S ETF TR 4,461226.8K $
68iShares Silver Trust 3,302225K $
69General Electric Co 728206.7K $
70Dimensional U S Targeted Value ETF 3,261203.6K $
71Verizon Communications Inc 4,048203.2K $
72CytomX Therapeutics Inc 17,08280.3K $