0001398344-22-007826.txt : 20220427 0001398344-22-007826.hdr.sgml : 20220427 20220426173907 ACCESSION NUMBER: 0001398344-22-007826 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220427 DATE AS OF CHANGE: 20220426 EFFECTIVENESS DATE: 20220427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WestHill Financial Advisors, Inc. CENTRAL INDEX KEY: 0001759641 IRS NUMBER: 208060365 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21038 FILM NUMBER: 22855646 BUSINESS ADDRESS: STREET 1: 999 FIFTH AVE STREET 2: SUITE 300 CITY: SAN RAFAEL STATE: CA ZIP: 94901 BUSINESS PHONE: 4153029152 MAIL ADDRESS: STREET 1: 999 FIFTH AVE STREET 2: SUITE 300 CITY: SAN RAFAEL STATE: CA ZIP: 94901 FORMER COMPANY: FORMER CONFORMED NAME: Taddei, Ludwig & Associates, Inc. DATE OF NAME CHANGE: 20181120 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001759641 XXXXXXXX 03-31-2022 03-31-2022 false WestHill Financial Advisors, Inc.

999 FIFTH AVE SUITE 300 SAN RAFAEL CA 94901

13F HOLDINGS REPORT 028-21038 N Diane M. McCracken 415-482-1561 /s/ Diane M. McCracken San Rafael CA 04-25-2022 0 121 346681 INFORMATION TABLE 2 fp0075303_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 1183 363 SH SOLE 363 0 0 BOULDER GROWTH & INCOME FD I COM 101507101 240 16168 SH SOLE 16168 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 354 975 SH SOLE 975 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 45 284 SH SOLE 284 0 0 JOHNSON & JOHNSON COM 478160104 399 2254 SH SOLE 2254 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 243 1066 SH SOLE 1066 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 88 1955 SH SOLE 1955 0 0 PROCTER AND GAMBLE CO COM 742718109 539 3528 SH SOLE 3527 0 0 UNITED PARCEL SERVICE INC CL B 911312106 973 4539 SH SOLE 4539 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5656 52190 SH SOLE 52189 0 0 INTEL CORP COM 458140100 324 6537 SH SOLE 6536 0 0 WESTERN ALLIANCE BANCORP COM 957638109 604 7289 SH SOLE 7289 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 226 501 SH SOLE 501 0 0 ILLINOIS TOOL WKS INC COM 452308109 239 1139 SH SOLE 1139 0 0 ISHARES TR CRE U S REIT ETF 464288521 3 39 SH SOLE 39 0 0 ISHARES TR TIPS BD ETF 464287176 22 175 SH SOLE 175 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 85 417 SH SOLE 417 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 453 8897 SH SOLE 8897 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 74 597 SH SOLE 597 0 0 HOME DEPOT INC COM 437076102 269 898 SH SOLE 898 0 0 FAIR ISAAC CORP COM 303250104 324 695 SH SOLE 695 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 138 855 SH SOLE 854 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 136 991 SH SOLE 991 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 32 672 SH SOLE 672 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1166 4200 SH SOLE 4200 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 514 9548 SH SOLE 9548 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 26 348 SH SOLE 348 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 8086 80732 SH SOLE 80731 0 0 ISHARES TR CORE S&P SCP ETF 464287804 179 1662 SH SOLE 1662 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 664 1881 SH SOLE 1881 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 17 602 SH SOLE 602 0 0 ALPHABET INC CAP STK CL A 02079K305 217 78 SH SOLE 78 0 0 EASTMAN CHEM CO COM 277432100 224 2000 SH SOLE 2000 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 12 320 SH SOLE 320 0 0 MICROSOFT CORP COM 594918104 2016 6539 SH SOLE 6539 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 50 211 SH SOLE 211 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 87 419 SH SOLE 419 0 0 NIKE INC CL B 654106103 603 4481 SH SOLE 4481 0 0 TESLA INC COM 88160R101 283 263 SH SOLE 263 0 0 NORFOLK SOUTHN CORP COM 655844108 208 729 SH SOLE 729 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 22697 426226 SH SOLE 426226 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 8 45 SH SOLE 45 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 141 778 SH SOLE 778 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 60302 145246 SH SOLE 145245 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 122 617 SH SOLE 617 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1077 13000 SH SOLE 12999 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 5 212 SH SOLE 212 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 46704 654484 SH SOLE 654484 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 44932 617203 SH SOLE 617203 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 6027 32403 SH SOLE 32402 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 6284 44504 SH SOLE 44504 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 7022 58695 SH SOLE 58695 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 2 8 SH SOLE 8 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 146 712 SH SOLE 712 0 0 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 9919 207254 SH SOLE 207254 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 6 29 SH SOLE 29 0 0 ISHARES TR SELECT DIVID ETF 464287168 8 62 SH SOLE 62 0 0 NURIX THERAPEUTICS INC COM 67080M103 3969 283333 SH SOLE 283333 0 0 ISHARES TR RUS MD CP GR ETF 464287481 6791 67570 SH SOLE 67570 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3 16 SH SOLE 16 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 17 80 SH SOLE 80 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 8 100 SH SOLE 100 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 8 48 SH SOLE 48 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 82 1461 SH SOLE 1461 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2564 92979 SH SOLE 92979 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 164 3513 SH SOLE 3513 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 739 15082 SH SOLE 15082 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 49 1464 SH SOLE 1464 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 139 942 SH SOLE 942 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3 10 SH SOLE 10 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 19 105 SH SOLE 105 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 282 837 SH SOLE 837 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 78 1516 SH SOLE 1516 0 0 ISHARES TR SHORT TREAS BD 464288679 342 3098 SH SOLE 3098 0 0 ABBVIE INC COM 00287Y109 514 3173 SH SOLE 3173 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 19 325 SH SOLE 325 0 0 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 195 11500 SH SOLE 11500 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 73 287 SH SOLE 286 0 0 ISHARES TR RUS MID CAP ETF 464287499 1230 15764 SH SOLE 15764 0 0 AT&T INC COM 00206R102 334 14126 SH SOLE 14125 0 0 ISHARES TR ISHARES BIOTECH 464287556 7 54 SH SOLE 54 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6 113 SH SOLE 113 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 31 536 SH SOLE 536 0 0 ISHARES TR S&P SML 600 GWT 464287887 1 10 SH SOLE 10 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 31 167 SH SOLE 167 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 17 487 SH SOLE 487 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 18 634 SH SOLE 634 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 8 258 SH SOLE 258 0 0 ISHARES TR S&P 500 VAL ETF 464287408 35 222 SH SOLE 221 0 0 ISHARES TR CORE S&P500 ETF 464287200 3217 7090 SH SOLE 7089 0 0 UNION PAC CORP COM 907818108 299 1093 SH SOLE 1093 0 0 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 150 1853 SH SOLE 1852 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 401 679 SH SOLE 679 0 0 JPMORGAN CHASE & CO COM 46625H100 224 1643 SH SOLE 1642 0 0 WESTAMERICA BANCORPORATION COM 957090103 261 4307 SH SOLE 4306 0 0 CHEVRON CORP NEW COM 166764100 1421 8727 SH SOLE 8726 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 41937 873135 SH SOLE 873134 0 0 DANAHER CORPORATION COM 235851102 554 1888 SH SOLE 1888 0 0 SPDR SER TR S&P DIVID ETF 78464A763 233 1822 SH SOLE 1822 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 297 2285 SH SOLE 2285 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8940 193810 SH SOLE 193809 0 0 TEXAS INSTRS INC COM 882508104 223 1215 SH SOLE 1215 0 0 PFIZER INC COM 717081103 809 15630 SH SOLE 15629 0 0 CATERPILLAR INC COM 149123101 298 1339 SH SOLE 1339 0 0 ALPHABET INC CAP STK CL C 02079K107 307 110 SH SOLE 110 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 13 416 SH SOLE 416 0 0 ISHARES TR CORE US AGGBD ET 464287226 1362 12718 SH SOLE 12718 0 0 ISHARES TR SP SMCP600VL ETF 464287879 4 40 SH SOLE 40 0 0 BANK MARIN BANCORP COM 063425102 255 7269 SH SOLE 7268 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 24912 500533 SH SOLE 500533 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 303 4145 SH SOLE 4145 0 0 EXXON MOBIL CORP COM 30231G102 232 2810 SH SOLE 2810 0 0 ISHARES TR CORE S&P MCP ETF 464287507 271 1009 SH SOLE 1008 0 0 ISHARES TR MSCI EAFE ETF 464287465 512 6953 SH SOLE 6953 0 0 APPLE INC COM 037833100 6249 35790 SH SOLE 35789 0 0 ABBOTT LABS COM 002824100 290 2448 SH SOLE 2447 0 0 DISNEY WALT CO COM 254687106 363 2644 SH SOLE 2643 0 0 ISHARES TR RUS 1000 ETF 464287622 29 116 SH SOLE 116 0 0 CYTOMX THERAPEUTICS INC COM 23284F105 46 17082 SH SOLE 17082 0 0 MARSH & MCLENNAN COS INC COM 571748102 228 1335 SH SOLE 1335 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1862 11220 SH SOLE 11220 0 0