CCO, Corporate Secretary

0001759641-24-000001.txt : 20240131 0001759641-24-000001.hdr.sgml : 20240131 20240131115817 ACCESSION NUMBER: 0001759641-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WestHill Financial Advisors, Inc. CENTRAL INDEX KEY: 0001759641 ORGANIZATION NAME: 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: 24581462 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 X0202 13F-HR LIVE false false false 0001759641 XXXXXXXX 12-31-2023 12-31-2023 false WestHill Financial Advisors, Inc.

999 Fifth Ave Suite 300 San Rafael CA 94901

13F HOLDINGS REPORT 028-21038 000152506 801-71005 N Diane M. McCracken CCO, Corporate Secretary 415-482-1561 /s/ Diane M. McCracken San Rafael CA 01-31-2024 0 75 377293694 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 213164 1937 SH SOLE 1936 0 0 ABBVIE INC COM 00287Y109 492960 3181 SH SOLE 3181 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 284237 810 SH SOLE 810 0 0 ADVANCED MICRO DEVICES INC COM 007903107 343613 2331 SH SOLE 2331 0 0 ALPHABET INC CAP STK CL C 02079K107 351479 2494 SH SOLE 2494 0 0 ALPHABET INC CAP STK CL A 02079K305 272535 1951 SH SOLE 1951 0 0 AMAZON COM INC COM 023135106 1778762 11707 SH SOLE 11707 0 0 APPLE INC COM 037833100 8336282 43299 SH SOLE 43298 0 0 AT&T INC COM 00206R102 184659 11005 SH SOLE 11004 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 663031 1859 SH SOLE 1859 0 0 BOEING CO COM 097023105 248930 955 SH SOLE 955 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 212834 4148 SH SOLE 4148 0 0 CATERPILLAR INC COM 149123101 419556 1419 SH SOLE 1419 0 0 CHEVRON CORP NEW COM 166764100 874061 5860 SH SOLE 5859 0 0 CYTOMX THERAPEUTICS INC COM 23284F105 26477 17082 SH 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1230405 15829 SH SOLE 15829 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1192213 3932 SH SOLE 3932 0 0 ISHARES TR CORE S&P500 ETF 464287200 3180405 6659 SH SOLE 6658 0 0 ISHARES TR RUS MD CP GR ETF 464287481 7980642 76399 SH SOLE 76399 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 311566 2660 SH SOLE 2660 0 0 ISHARES TR CORE S&P MCP ETF 464287507 242459 875 SH SOLE 874 0 0 ISHARES TR CORE US AGGBD ET 464287226 1437835 14487 SH SOLE 14487 0 0 ISHARES TR MSCI EAFE ETF 464287465 482537 6404 SH SOLE 6403 0 0 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 211679 4190 SH SOLE 4190 0 0 JOHNSON & JOHNSON COM 478160104 420377 2682 SH SOLE 2682 0 0 JPMORGAN CHASE & CO COM 46625H100 522543 3072 SH SOLE 3071 0 0 MARSH & MCLENNAN COS INC COM 571748102 217891 1150 SH SOLE 1150 0 0 MERCK & CO INC COM 58933Y105 215860 1980 SH SOLE 1980 0 0 META PLATFORMS INC CL A 30303M102 247772 700 SH SOLE 700 0 0 MICROSOFT CORP COM 594918104 2806860 7464 SH SOLE 7464 0 0 NIKE INC CL B 654106103 478794 4410 SH SOLE 4410 0 0 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