Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 13, 2015

Total Value ($000): $583,377 (100.0% shares, 0.0% debt)

Holdings (84)

SPY SPDR S&P 500 13.3%
Value ($000) $77,535 Shares 377,228 Est. Cost $173.53 Unrealized
IWF iShares Russell 1000 Growth In 10.8%
Value ($000) $62,998 Shares 658,901 Est. Cost $78.03 Unrealized
VWO Vanguard MSCI Emerging Markets 7.2%
Value ($000) $42,083 Shares 1,051,556 Est. Cost $40.30 Unrealized
OEF iShares Tr S&P 100 Idx Fd 6.0%
Value ($000) $35,267 Shares 387,804 Est. Cost $77.22 Unrealized
IJH iShares Tr S&P Midcap 400 6.0%
Value ($000) $35,174 Shares 242,912 Est. Cost $121.71 Unrealized
DBEF Deutsche X-tracker MSCI EAFE H 5.3%
Value ($000) $30,829 Shares 1,141,819 Est. Cost $27.73 Unrealized
Technology Select Sector SPDR 5.0%
Value ($000) $29,250 Shares 707,364 Est. Cost $33.15 Unrealized
EFA iShares MSCI EAFE Index 5.0%
Value ($000) $29,173 Shares 479,494 Est. Cost $60.04 Unrealized
VGK Vanguard Intl Equity Index FTS 4.0%
Value ($000) $23,407 Shares 446,612 Est. Cost $52.41 Unrealized
IVV iShares S&P 500 Index Fund 1.9%
Value ($000) $11,092 Shares 53,616 Est. Cost $181.37 Unrealized
META Facebook Inc Cl A 1.7%
Value ($000) $10,063 Shares 128,985 Est. Cost $37.91 Unrealized +100.2%
AAPL Apple 1.4%
Value ($000) $8,184 Shares 74,147 Est. Cost $18.02 Unrealized +33.7%
MDY SPDR S&P Midcap 400 ETF 1.3%
Value ($000) $7,654 Shares 28,995 Est. Cost $216.34 Unrealized
XOM Exxon Mobil Corporation 1.0%
Value ($000) $5,786 Shares 62,582 Est. Cost $54.49 Unrealized +6.5%
PG Procter & Gamble 1.0%
Value ($000) $5,786 Shares 63,519 Est. Cost $55.71 Unrealized +16.0%
WFC Wells Fargo 1.0%
Value ($000) $5,563 Shares 101,478 Est. Cost $28.64 Unrealized +35.4%
JNJ Johnson & Johnson 0.9%
Value ($000) $5,434 Shares 51,962 Est. Cost $61.81 Unrealized +25.1%
AMZN Amazon.com Inc 0.9%
Value ($000) $5,359 Shares 17,269 Est. Cost $14.67 Unrealized +6.2%
DIS Walt Disney 0.8%
Value ($000) $4,940 Shares 52,443 Est. Cost $57.78 Unrealized +40.7%
CVX Chevron Corporation 0.8%
Value ($000) $4,789 Shares 42,693 Est. Cost $71.72 Unrealized -1.7%
SCHW Charles Schwab New 0.8%
Value ($000) $4,782 Shares 158,392 Est. Cost $17.16 Unrealized +44.8%
Visa Corp 0.8%
Value ($000) $4,766 Shares 18,177 Est. Cost $187.23 Unrealized
MMM 3M Co. 0.8%
Value ($000) $4,402 Shares 26,786 Est. Cost $64.70 Unrealized +38.6%
General Electric 0.7%
Value ($000) $4,344 Shares 171,900 Est. Cost $23.56 Unrealized
E.I. du Pont de Nemours and Co 0.7%
Value ($000) $4,332 Shares 58,583 Est. Cost $55.71 Unrealized
NKE Nike Inc 0.7%
Value ($000) $4,256 Shares 44,262 Est. Cost $27.60 Unrealized +47.7%
QCOM Qualcomm Inc 0.7%
Value ($000) $4,187 Shares 56,336 Est. Cost $46.47 Unrealized +14.8%
EMC Corp 0.7%
Value ($000) $4,169 Shares 140,178 Est. Cost $24.57 Unrealized
INTC Intel 0.7%
Value ($000) $4,094 Shares 112,818 Est. Cost $17.67 Unrealized +50.7%
Mead Johnson Nutrition Company 0.7%
Value ($000) $4,078 Shares 40,559 Est. Cost $84.60 Unrealized
UPS United Parcel Service CL B 0.7%
Value ($000) $4,068 Shares 36,594 Est. Cost $57.21 Unrealized +24.0%
JPM J P Morgan Chase & Co. 0.7%
Value ($000) $4,011 Shares 64,095 Est. Cost $37.41 Unrealized +19.5%
CME CME Group Inc Com 0.7%
Value ($000) $3,859 Shares 43,527 Est. Cost $41.47 Unrealized +30.9%
Starwood Hotels & Resorts Worl 0.7%
Value ($000) $3,813 Shares 47,028 Est. Cost $65.61 Unrealized
IJK iShares S&P Midcap 400/Growth 0.6%
Value ($000) $3,773 Shares 23,630 Est. Cost $137.98 Unrealized
Linkedin Corp Cl A 0.6%
Value ($000) $3,771 Shares 16,414 Est. Cost $173.35 Unrealized
PFE Pfizer 0.6%
Value ($000) $3,745 Shares 120,213 Est. Cost $16.57 Unrealized +8.4%
GILD Gilead Sciences 0.6%
Value ($000) $3,717 Shares 39,429 Est. Cost $54.98 Unrealized +30.7%
KO Coca Cola 0.6%
Value ($000) $3,707 Shares 87,791 Est. Cost $27.66 Unrealized +8.7%
T AT&T Inc 0.6%
Value ($000) $3,687 Shares 109,776 Est. Cost $11.35 Unrealized +4.0%
TGT Target Corporation 0.6%
Value ($000) $3,666 Shares 48,288 Est. Cost $47.00 Unrealized +3.4%
Google Inc Cl-A 0.6%
Value ($000) $3,656 Shares 6,890 Est. Cost $825.72 Unrealized
MSFT Microsoft 0.6%
Value ($000) $3,393 Shares 73,044 Est. Cost $27.76 Unrealized +43.7%
CAT Caterpillar 0.6%
Value ($000) $3,301 Shares 36,069 Est. Cost $62.73 Unrealized +16.9%
FRCB First Republic Bank 0.6%
Value ($000) $3,243 Shares 62,230 Est. Cost $41.53 Unrealized +13.9%
SLB Schlumberger 0.5%
Value ($000) $3,102 Shares 36,322 Est. Cost $56.52 Unrealized +19.1%
ABT Abbott Labs 0.5%
Value ($000) $3,087 Shares 68,574 Est. Cost $29.57 Unrealized +19.4%
DJCO Daily Journal Corp 0.5%
Value ($000) $3,061 Shares 11,637 Est. Cost $133.49 Unrealized +51.4%
CAH Cardinal Health Inc 0.5%
Value ($000) $3,039 Shares 37,639 Est. Cost $35.64 Unrealized +63.1%
HSY Hershey Foods 0.5%
Value ($000) $2,976 Shares 28,638 Est. Cost $67.53 Unrealized +10.6%
Google Inc Cl-C 0.5%
Value ($000) $2,818 Shares 5,353 Est. Cost $575.27 Unrealized
Twitter Inc 0.4%
Value ($000) $2,523 Shares 70,343 Est. Cost $35.87 Unrealized
CMI Cummins Inc. 0.4%
Value ($000) $2,517 Shares 17,457 Est. Cost $91.39 Unrealized +14.4%
IWO iShares Russell 2000 Growth In 0.4%
Value ($000) $2,495 Shares 17,525 Est. Cost $117.73 Unrealized
National Oilwell Varco Com 0.4%
Value ($000) $2,121 Shares 32,368 Est. Cost $72.21 Unrealized
BRK/A Berkshire Hathaway Inc. - Cl A 0.3%
Value ($000) $2,034 Shares 9 Est. Cost $175034.48 Unrealized +23.7%
VTI Vanguard Total Stock Market ET 0.3%
Value ($000) $1,951 Shares 18,404 Est. Cost $89.77 Unrealized
Health Care Select Sector 0.3%
Value ($000) $1,704 Shares 24,920 Est. Cost $50.44 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $1,283 Shares 23,988 Est. Cost $25.31 Unrealized +47.6%
IBM International Business Machine 0.2%
Value ($000) $896 Shares 5,583 Est. Cost $116.69 Unrealized -13.9%
COST Costco Wholesale 0.1%
Value ($000) $864 Shares 6,097 Est. Cost $93.22 Unrealized +17.4%
VPL Vanguard Pacific Stock ETF 0.1%
Value ($000) $749 Shares 13,175 Est. Cost $56.30 Unrealized
IVW iShares S&P500/BARRA Growth 0.1%
Value ($000) $651 Shares 5,836 Est. Cost $83.99 Unrealized
MCD McDonalds 0.1%
Value ($000) $492 Shares 5,254 Est. Cost $71.34 Unrealized -1.1%
BA Boeing 0.1%
Value ($000) $471 Shares 3,621 Est. Cost $100.48 Unrealized +10.1%
United Technologies 0.1%
Value ($000) $429 Shares 3,733 Est. Cost $98.78 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $422 Shares 9,006 Est. Cost $27.16 Unrealized +1.8%
INTU Intuit 0.1%
Value ($000) $408 Shares 4,428 Est. Cost $60.19 Unrealized +35.1%
SO Southern Co 0.1%
Value ($000) $352 Shares 7,162 Est. Cost $26.70 Unrealized +10.4%
Intuitive Surgical Inc 0.1%
Value ($000) $344 Shares 650 Est. Cost $506.15 Unrealized
PCG PG & E Corp 0.1%
Value ($000) $339 Shares 6,366 Est. Cost $39.13 Unrealized +13.5%
EEM iShares MSCI Emerging Mkt In 0.1%
Value ($000) $315 Shares 8,028 Est. Cost $39.24 Unrealized
CSCO Cisco Systems 0.1%
Value ($000) $306 Shares 11,012 Est. Cost $15.50 Unrealized +18.1%
UNP Union Pacific 0.0%
Value ($000) $290 Shares 2,438 Est. Cost $67.62 Unrealized +32.3%
HEDJ WisdomTree Europe Hedged Equit 0.0%
Value ($000) $265 Shares 4,758 Est. Cost $55.70 Unrealized
IWN iShares Russell 2000 Value 0.0%
Value ($000) $263 Shares 2,585 Est. Cost $86.37 Unrealized
Allergan Inc 0.0%
Value ($000) $254 Shares 1,197 Est. Cost $169.59 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $246 Shares 4,034 Est. Cost $22.45 Unrealized +1.1%
CLX Clorox 0.0%
Value ($000) $240 Shares 2,307 Est. Cost $63.75 Unrealized +14.7%
DIA SPDR Dow Jones Industrial Avg 0.0%
Value ($000) $229 Shares 1,286 Est. Cost $178.07 Unrealized
AXP American Express 0.0%
Value ($000) $215 Shares 2,309 Est. Cost $76.41 Unrealized 0.0%
ORCL Oracle Systems 0.0%
Value ($000) $201 Shares 4,470 Est. Cost $34.50 Unrealized 0.0%
BAC BankAmerica Corp 0.0%
Value ($000) $191 Shares 10,661 Est. Cost $13.55 Unrealized 0.0%
Gastar Exploration Inc 0.0%
Value ($000) $48 Shares 20,000 Est. Cost $5.47 Unrealized