Read this manager's filing book
Disclosed positions
WestHill Financial Advisors, Inc.: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $105,947,524
- Reported amount
- 154,260
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000786Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $105,947,524 | 154,260 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $83,739,569 | 655,188 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | $79,685,656 | 749,559 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $77,956,333 | 1,094,124 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $41,622,525 | 914,982 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $31,813,940 | 1,290,103 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $16,925,090 | 283,550 | SH | None |
| SCHWAB STRATEGIC TR | SCHI | 5 10YR CORP BD | $14,761,907 | 652,028 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $12,341,623 | 74,979 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $12,258,211 | 83,725 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWG | VNG RUS2000GRW | $11,939,647 | 41,503 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWV | VNG RUS2000VAL | $11,327,070 | 57,957 | SH | None |
| APPLE INC | AAPL | COM | $10,496,761 | 36,276 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $8,263,467 | 81,971 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $7,908,912 | 82,017 | SH | None |
| NURIX THERAPEUTICS INC | NRIX | COM | $5,296,759 | 218,333 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,197,745 | 5,605 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $3,839,402 | 86,551 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,018,338 | 12,664 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $2,419,410 | 9,980 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,337,810 | 6,267 | SH | None |
| TRICO BANCSHARES | TCBK | COM | $1,935,908 | 35,950 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $1,880,650 | 17,047 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $1,793,116 | 14,768 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,751,353 | 8,753 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,734,526 | 17,524 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,405,790 | 11,321 | SH | None |
| TESLA INC | TSLA | COM | $1,256,332 | 2,987 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $1,168,233 | 44,051 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $1,165,433 | 14,223 | SH | None |
| MARSH & MCLENNAN COS INC | MRSH | COM | $1,118,189 | 6,709 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,076,415 | 1,151 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,049,219 | 3,205 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,007,977 | 2,853 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $949,240 | 1,897 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $908,052 | 2,454 | SH | None |
| CATERPILLAR INC | CAT | COM | $895,581 | 841 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $847,759 | 15,411 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $827,948 | 4,995 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $821,097 | 27,900 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $693,921 | 929 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $674,144 | 915 | SH | None |
| WESTERN ALLIANCE BANCORP | WAL | COM | $628,583 | 7,647 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $627,055 | 1,755 | SH | None |
| CISCO SYS INC | CSCO | COM | $578,843 | 4,928 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $547,798 | 943 | SH | None |
| VISA INC | V | COM CL A | $546,535 | 1,593 | SH | None |
| ABBVIE INC | ABBV | COM | $541,278 | 2,151 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $525,054 | 5,054 | SH | None |
| BANNER CORP | BANR | COM NEW | $508,399 | 7,652 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.