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 | DHR | DANAHER CORP DEL | Healthcare | 1,765.0 | $336K | 0.06% | +29.0 | +1.7% | $190.48 | +9.5% |
| 62 | IJH | ISHARES TR | — | 4,200.0 | $324K | 0.06% | — | — | $77.12 | -4.3% |
| 63 | GLD | SPDR GOLD TR | Financial Services | 836.0 | $308K | 0.05% | -12.0 | -1.4% | $368.38 | +8.6% |
| 64 | VST | VISTRA CORP | Utilities | 1,925.0 | $305K | 0.05% | — | — | $158.63 | -11.5% |
| 65 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,200.0 | $305K | 0.05% | -18.0 | -1.5% | $253.97 | +5.2% |
| 66 | VYM | VANGUARD WHITEHALL FDS | — | 1,914.0 | $302K | 0.05% | — | — | $158.03 | +1.9% |
| 67 | STEW | SRH TOTAL RETURN FUND INC | Financial Services | 16,168.0 | $289K | 0.05% | — | — | $17.90 | +2.0% |
| 68 | SDY | SPDR SERIES TRUST | — | 1,822.0 | $277K | 0.05% | — | — | $152.18 | +0.3% |
| 69 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 545.0 | $273K | 0.05% | — | — | $501.36 | +30.9% |
| 70 | GE | GE AEROSPACE | Industrials | 729.0 | $272K | 0.05% | — | — | $373.54 | -16.2% |
| 71 | QCOM | QUALCOMM INC | Technology | 1,438.0 | $266K | 0.04% | NEW | — | $184.81 | +3.0% |
| 72 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 541.0 | $258K | 0.04% | NEW | — | $477.57 | -12.5% |
| 73 | PDP | INVESCO EXCHANGE TRADED FD T | — | 1,690.0 | $256K | 0.04% | — | — | $151.72 | -11.7% |
| 74 | SNDK | SANDISK CORP | Technology | 107.0 | $243K | 0.04% | NEW | — | $2273.73 | -31.2% |
| 75 | DFAT | DIMENSIONAL ETF TRUST | — | 3,261.0 | $228K | 0.04% | — | — | $69.90 | -0.8% |
| 76 | NEAR | ISHARES U S ETF TR | — | 4,461.0 | $226K | 0.04% | — | — | $50.66 | -1.0% |
| 77 | IJR | ISHARES TR | — | 1,404.0 | $208K | 0.04% | NEW | — | $148.30 | -6.0% |
| 78 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,250.0 | $208K | 0.04% | -436.0 | -16.2% | $92.27 | +14.0% |
| 79 | AMAT | APPLIED MATLS INC | Technology | 285.0 | $206K | 0.04% | NEW | — | $722.46 | -40.8% |
| 80 | VTV | VANGUARD INDEX FDS | — | 942.0 | $205K | 0.04% | NEW | — | $217.93 | +1.2% |
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
41.1%
Financial Services
18.5%
Healthcare
15.6%
Consumer Cyclical
9.8%
Industrials
4.8%
Consumer Defensive
3.4%
Utilities
2.6%
Communication Services
2.3%
Energy
1.9%