Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTHILL FINANCIAL ADVISORS INC | 01-31-2024 | 12-31-2023 | 75 | 377,293,694 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $68,251,224 | 156,253 | 0.02 | 0.02 | 945 | 0.61 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 2 | $54,433,507 | 697,687 | 0.01 | 0.01 | -1,261 | -0.18 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 3 | $49,041,699 | 676,064 | 0.01 | 0.01 | 6,638 | 0.99 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $47,762,022 | 997,119 | 0.01 | 0.01 | 8,173 | 0.83 | 12-31-2023 |
