StockDriftsStockDriftsTop 50 Westhill Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.66% | 154.5K | $92.3M | +1.61%(+2.44K) | $347.06(+91.69%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 13.73% | 654.8K | $71.8M | +4.66%(+29.13K) | $63.39(+95.52%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 13.44% | 750.0K | $70.3M | -0.22%(-1.69K) | $61.04(+66.82%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.41% | 1.09M | $70.1M | -1.50%(-16.64K) | $45.52(+51.53%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.81% | 895.4K | $40.8M | +6.80%(+56.99K) | $49.29(-7.59%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 5.88% | 1.23M | $30.8M | +8.42%(+95.94K) | $26.41(-6.44%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.92% | 282.8K | $15.3M | +1.28%(+3.57K) | $45.87(+29.41%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 2.74% | 632.2K | $14.3M | +6.05%(+36.07K) | $24.66(-8.30%) | 2026-03-31 | |
| IWS | ISHARES TR | 2.1% | 75.2K | $11.0M | +0.55%(+410) | $98.54(+59.98%) | 2026-03-31 | |
| IWP | ISHARES TR | 2.04% | 83.4K | $10.7M | +9.15%(+7.00K) | $101.63(+35.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.88% | +40.05% |
| Top 20 Holdings Unweighted | +11.62% | +39.08% |
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