0001398344-22-021934.txt : 20221114 0001398344-22-021934.hdr.sgml : 20221114 20221114090006 ACCESSION NUMBER: 0001398344-22-021934 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221380820 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 09-30-2022 09-30-2022 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 11-03-2022 0 110 293200 INFORMATION TABLE 2 fp0080451-1_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 1178 10429 SH SOLE 10429 0 0 SRH TOTAL RETURN FUND INC COM 101507101 176 16168 SH SOLE 16168 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 333 1245 SH SOLE 1245 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 43 361 SH SOLE 361 0 0 JOHNSON & JOHNSON COM 478160104 470 2879 SH SOLE 2879 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 193 1077 SH SOLE 1077 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 68 1955 SH SOLE 1955 0 0 PROCTER AND GAMBLE CO COM 742718109 455 3608 SH SOLE 3607 0 0 UNITED PARCEL SERVICE INC CL B 911312106 734 4541 SH SOLE 4541 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4308 53735 SH SOLE 53734 0 0 WESTERN ALLIANCE BANCORP COM 957638109 479 7289 SH SOLE 7289 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 238 667 SH SOLE 667 0 0 ISHARES TR CRE U S REIT ETF 464288521 2 39 SH SOLE 39 0 0 ISHARES TR TIPS BD ETF 464287176 18 175 SH SOLE 175 0 0 INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 70 417 SH SOLE 417 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 346 9109 SH SOLE 9109 0 0 HOME DEPOT INC COM 437076102 220 798 SH SOLE 797 0 0 FAIR ISAAC CORP COM 303250104 286 695 SH SOLE 695 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 111 858 SH SOLE 857 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 120 991 SH SOLE 991 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 25 672 SH SOLE 672 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 884 4200 SH SOLE 4200 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 404 9548 SH SOLE 9548 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 23 348 SH SOLE 348 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 7161 72439 SH SOLE 72438 0 0 ISHARES TR CORE S&P SCP ETF 464287804 145 1663 SH SOLE 1662 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 518 1941 SH SOLE 1941 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 45 600 SH SOLE 600 0 0 ALPHABET INC CAP STK CL A 02079K305 150 1565 SH SOLE 1565 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 9 320 SH SOLE 320 0 0 MICROSOFT CORP COM 594918104 1518 6516 SH SOLE 6516 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 40 211 SH SOLE 211 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 69 419 SH SOLE 419 0 0 NIKE INC CL B 654106103 371 4469 SH SOLE 4469 0 0 TESLA INC COM 88160R101 209 789 SH SOLE 789 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 20846 424207 SH SOLE 424207 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 4 26 SH SOLE 26 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 116 778 SH SOLE 778 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 50421 153582 SH SOLE 153582 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 100 617 SH SOLE 617 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 865 12979 SH SOLE 12978 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 38509 710367 SH SOLE 710367 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 38169 639458 SH SOLE 639458 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 5217 34688 SH SOLE 34687 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 5231 46185 SH SOLE 46185 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 5851 60912 SH SOLE 60912 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 2 8 SH SOLE 8 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 122 742 SH SOLE 742 0 0 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 8966 213323 SH SOLE 213323 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 5 29 SH SOLE 29 0 0 ISHARES TR SELECT DIVID ETF 464287168 7 62 SH SOLE 62 0 0 NURIX THERAPEUTICS INC COM 67080M103 3692 283333 SH SOLE 283333 0 0 ISHARES TR RUS MD CP GR ETF 464287481 5763 73484 SH SOLE 73483 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 13 80 SH SOLE 80 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7 100 SH SOLE 100 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 7 48 SH SOLE 48 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 68 1461 SH SOLE 1461 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2068 92979 SH SOLE 92979 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 137 3513 SH SOLE 3513 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 585 15082 SH SOLE 15082 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 38 1464 SH SOLE 1464 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 116 942 SH SOLE 942 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2 10 SH SOLE 10 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 493 16660 SH SOLE 16660 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 15 105 SH SOLE 105 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 215 837 SH SOLE 837 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 75 1516 SH SOLE 1516 0 0 ISHARES TR SHORT TREAS BD 464288679 341 3098 SH SOLE 3098 0 0 ABBVIE INC COM 00287Y109 426 3173 SH SOLE 3173 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 14 325 SH SOLE 325 0 0 VAALCO ENERGY INC COM NEW 91851C201 88 20265 SH SOLE 20265 0 0 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 17 1100 SH SOLE 1100 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 57 275 SH SOLE 274 0 0 ISHARES TR RUS MID CAP ETF 464287499 981 15788 SH SOLE 15788 0 0 AT&T INC COM 00206R102 217 14126 SH SOLE 14125 0 0 ISHARES TR ISHARES BIOTECH 464287556 6 54 SH SOLE 54 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 4 86 SH SOLE 86 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 24 511 SH SOLE 511 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 24 167 SH SOLE 167 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 13 487 SH SOLE 487 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 6 263 SH SOLE 263 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 4 168 SH SOLE 168 0 0 ISHARES TR S&P 500 VAL ETF 464287408 29 222 SH SOLE 221 0 0 ISHARES TR CORE S&P500 ETF 464287200 2532 7059 SH SOLE 7058 0 0 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 125 1853 SH SOLE 1852 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 342 675 SH SOLE 675 0 0 CHEVRON CORP NEW COM 166764100 1092 7603 SH SOLE 7603 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 35694 981673 SH SOLE 981673 0 0 DANAHER CORPORATION COM 235851102 488 1888 SH SOLE 1888 0 0 SPDR SER TR S&P DIVID ETF 78464A763 203 1822 SH SOLE 1822 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7961 218156 SH SOLE 218156 0 0 PFIZER INC COM 717081103 643 14690 SH SOLE 14690 0 0 ISHARES TR IBOXX INV CP ETF 464287242 51 500 SH SOLE 500 0 0 CATERPILLAR INC COM 149123101 232 1411 SH SOLE 1411 0 0 ALPHABET INC CAP STK CL C 02079K107 240 2500 SH SOLE 2500 0 0 ISHARES TR CORE US AGGBD ET 464287226 1259 13073 SH SOLE 13073 0 0 ISHARES TR SP SMCP600VL ETF 464287879 3 40 SH SOLE 40 0 0 BANK MARIN BANCORP COM 063425102 218 7276 SH SOLE 7276 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 22406 504299 SH SOLE 504299 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 298 4197 SH SOLE 4197 0 0 EXXON MOBIL CORP COM 30231G102 228 2617 SH SOLE 2616 0 0 ISHARES TR CORE S&P MCP ETF 464287507 193 882 SH SOLE 881 0 0 ISHARES TR MSCI EAFE ETF 464287465 377 6729 SH SOLE 6729 0 0 APPLE INC COM 037833100 5102 36914 SH SOLE 36914 0 0 ABBOTT LABS COM 002824100 237 2449 SH SOLE 2448 0 0 DISNEY WALT CO COM 254687106 306 3244 SH SOLE 3243 0 0 ISHARES TR RUS 1000 ETF 464287622 23 116 SH SOLE 116 0 0 CYTOMX THERAPEUTICS INC COM 23284F105 25 17082 SH SOLE 17082 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1525 11216 SH SOLE 11215 0 0