Portfolio (Quarterly)
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WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SCHW | SCHWAB CHARLES CORP | Financial Services | 3,069.0 | $307K | 0.06% | NEW | — | $99.91 | +0.0% |
| 62 | STEW | SRH TOTAL RETURN FUND INC | Financial Services | 16,168.0 | $300K | 0.06% | NEW | — | $18.54 | -1.5% |
| 63 | IJH | ISHARES TR | — | 4,396.0 | $290K | 0.06% | NEW | — | $66.01 | +14.7% |
| 64 | FICO | FAIR ISAAC CORP | Technology | 164.0 | $277K | 0.05% | NEW | — | $1690.62 | -27.4% |
| 65 | VYM | VANGUARD WHITEHALL FDS | — | 1,914.0 | $275K | 0.05% | NEW | — | $143.52 | +11.8% |
| 66 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,302.0 | $269K | 0.05% | NEW | — | $206.95 | +21.1% |
| 67 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,232.0 | $264K | 0.05% | NEW | — | $214.16 | +154.2% |
| 68 | SDY | SPDR SERIES TRUST | — | 1,822.0 | $254K | 0.05% | NEW | — | $139.16 | +10.4% |
| 69 | QCOM | QUALCOMM INC | Technology | 1,475.0 | $252K | 0.05% | NEW | — | $171.07 | +1.4% |
| 70 | IAU | ISHARES GOLD TR | Financial Services | 3,044.0 | $247K | 0.05% | NEW | — | $81.17 | -5.4% |
| 71 | ORCL | ORACLE CORP | Technology | 1,189.0 | $232K | 0.04% | NEW | — | $194.91 | -34.8% |
| 72 | GEV | GE VERNOVA INC | Utilities | 354.0 | $231K | 0.04% | NEW | — | $653.57 | +65.1% |
| 73 | NEAR | ISHARES U S ETF TR | — | 4,478.0 | $229K | 0.04% | NEW | — | $51.10 | -1.2% |
| 74 | GE | GE AEROSPACE | Industrials | 716.0 | $221K | 0.04% | NEW | — | $308.21 | +10.5% |
| 75 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,212.0 | $215K | 0.04% | NEW | — | $177.75 | -25.4% |
| 76 | MAZE | MAZE THERAPEUTICS INC | Healthcare | 5,186.0 | $215K | 0.04% | NEW | — | $41.43 | -29.3% |
| 77 | SLV | ISHARES SILVER TR | Financial Services | 3,302.0 | $213K | 0.04% | NEW | — | $64.42 | -17.6% |
| 78 | AXP | AMERICAN EXPRESS CO | Financial Services | 565.0 | $209K | 0.04% | NEW | — | $369.95 | -5.2% |
| 79 | ABT | ABBOTT LABS | Healthcare | 1,653.0 | $207K | 0.04% | NEW | — | $125.26 | -20.4% |
| 80 | VCV | INVESCO CALIF VALUE MUN INCO | Financial Services | 11,925.0 | $133K | 0.03% | NEW | — | $11.13 | -4.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.8%
Healthcare
15.0%
Financial Services
15.0%
Consumer Cyclical
8.5%
Communication Services
4.7%
Industrials
4.5%
Consumer Defensive
3.4%
Energy
2.8%
Utilities
2.2%