0001667731-25-000752.txt : 20250709 0001667731-25-000752.hdr.sgml : 20250709 20250709103119 ACCESSION NUMBER: 0001667731-25-000752 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250709 DATE AS OF CHANGE: 20250709 EFFECTIVENESS DATE: 20250709 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WestHill Financial Advisors, Inc. CENTRAL INDEX KEY: 0001759641 ORGANIZATION NAME: EIN: 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: 251112549 BUSINESS ADDRESS: STREET 1: 999 FIFTH AVE STREET 2: SUITE 300 CITY: SAN RAFAEL STATE: CA ZIP: 94901 BUSINESS PHONE: 415-302-9152 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 X0202 13F-HR LIVE false false false 0001759641 XXXXXXXX 06-30-2025 06-30-2025 false WestHill Financial Advisors, Inc.

999 Fifth Ave Suite 300 San Rafael CA 94901

13F HOLDINGS REPORT 028-21038 000152506 801-71005 N Kirk M. Ludwig 415-482-1567 /s/ Kirk M. Ludwig San Rafael CA 07-09-2025 0 72 471434923 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 231951 1705 SH SOLE 1705 0 0 ABBVIE INC COM 00287Y109 413190 2226 SH SOLE 2226 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1169258 3912 SH SOLE 3912 0 0 ALPHABET INC CAP STK CL A 02079K305 326852 1855 SH SOLE 1855 0 0 ALPHABET INC CAP STK CL C 02079K107 645880 3641 SH SOLE 3641 0 0 AMAZON COM INC COM 023135106 1987235 9058 SH SOLE 9058 0 0 APPLE INC COM 037833100 9053606 44127 SH SOLE 44127 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 972512 2002 SH SOLE 2002 0 0 BROADCOM INC COM 11135F101 227963 827 SH SOLE 827 0 0 CATERPILLAR INC COM 149123101 478275 1232 SH SOLE 1232 0 0 CHEVRON CORP NEW COM 166764100 764016 5336 SH SOLE 5336 0 0 CISCO SYS INC COM 17275R102 320536 4620 SH SOLE 4620 0 0 COSTCO WHSL CORP NEW COM 22160K105 1328170 1342 SH SOLE 1342 0 0 CYTOMX THERAPEUTICS INC COM 23284F105 38776 17082 SH SOLE 17082 0 0 DANAHER CORPORATION COM 235851102 342929 1736 SH SOLE 1736 0 0 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 986333 14717 SH SOLE 14717 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3112274 86838 SH SOLE 86838 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 664895 15726 SH SOLE 15726 0 0 DISNEY WALT CO COM 254687106 264457 2133 SH SOLE 2133 0 0 EXXON MOBIL CORP COM 30231G102 314490 2917 SH SOLE 2917 0 0 FAIR ISAAC CORP COM 303250104 299785 164 SH SOLE 164 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 34137003 746164 SH SOLE 746164 0 0 INVESCO CALIF VALUE MUN INCO COM 46132H106 123662 11925 SH SOLE 11925 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 633510 1148 SH SOLE 1148 0 0 ISHARES TR RUS MID CAP ETF 464287499 1463446 15912 SH SOLE 15912 0 0 ISHARES TR RUS MD CP GR ETF 464287481 10308676 74334 SH SOLE 74334 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1275647 3004 SH SOLE 3004 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 363701 3054 SH SOLE 3054 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 2005613 10326 SH SOLE 10326 0 0 ISHARES TR CORE S&P500 ETF 464287200 3810651 6137 SH SOLE 6137 0 0 ISHARES TR CORE S&P MCP ETF 464287507 283716 4575 SH SOLE 4575 0 0 ISHARES TR CORE US AGGBD ET 464287226 1521926 15342 SH SOLE 15342 0 0 ISHARES TR MSCI EAFE ETF 464287465 522103 5841 SH SOLE 5841 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 9423993 71318 SH SOLE 71318 0 0 ISHARES U S ETF TR SHORT DURATION B 46431W507 223154 4367 SH SOLE 4367 0 0 JOHNSON & JOHNSON COM 478160104 218127 1428 SH SOLE 1428 0 0 JPMORGAN CHASE & CO. COM 46625H100 932428 3216 SH SOLE 3216 0 0 MARSH & MCLENNAN COS INC COM 571748102 466140 2132 SH SOLE 2132 0 0 META PLATFORMS INC CL A 30303M102 524044 710 SH SOLE 710 0 0 MICROSOFT CORP COM 594918104 3133959 6301 SH SOLE 6301 0 0 NURIX THERAPEUTICS INC COM 67080M103 2600713 228333 SH SOLE 228333 0 0 NVIDIA CORPORATION COM 67066G104 1572119 9951 SH SOLE 9951 0 0 ORACLE CORP COM 68389X105 261700 1197 SH SOLE 1197 0 0 PARKER-HANNIFIN CORP COM 701094104 302438 433 SH SOLE 433 0 0 PG&E CORP COM 69331C108 352099 25258 SH SOLE 25258 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 7020328 69830 SH SOLE 69830 0 0 PIMCO ETF TR MULTISECTOR BD 72201R585 1049816 39556 SH SOLE 39556 0 0 PROCTER AND GAMBLE CO COM 742718109 458322 2877 SH SOLE 2877 0 0 QUALCOMM INC COM 747525103 237796 1493 SH SOLE 1493 0 0 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 12655820 556055 SH SOLE 556055 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 26560134 1061132 SH SOLE 1061132 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 719880 29455 SH SOLE 29455 0 0 SPDR GOLD TR GOLD SHS 78463V107 227708 747 SH SOLE 747 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 473416 766 SH SOLE 766 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 247300 1822 SH SOLE 1822 0 0 SRH TOTAL RETURN FUND INC COM 101507101 285850 16168 SH SOLE 16168 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 265982 656 SH SOLE 656 0 0 UNITED PARCEL SERVICE INC CL B 911312106 450197 4460 SH SOLE 4460 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 85716635 150902 SH SOLE 150902 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6442252 72336 SH SOLE 72336 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 384159 1264 SH SOLE 1264 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13912993 281298 SH SOLE 281298 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 8314410 39883 SH SOLE 39883 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 61149261 717630 SH SOLE 717630 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 7953738 57184 SH SOLE 57184 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 69461277 636092 SH SOLE 636092 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1267208 14529 SH SOLE 14529 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 64040744 1123325 SH SOLE 1123325 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 255155 1914 SH SOLE 1914 0 0 VISA INC COM CL A 92826C839 539111 1518 SH SOLE 1518 0 0 VISTRA CORP COM 92840M102 373084 1925 SH SOLE 1925 0 0 WESTERN ALLIANCE BANCORP COM 957638109 568396 7289 SH SOLE 7289 0 0