Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $937,601 (100.0% shares, 0.0% debt)

Holdings (111)

SPY SPDR S&P 500 ETF TR 14.4%
Value ($000) $135,387 Shares 538,893 Est. Cost $187.14 Unrealized
EFA ISHARES TR 9.4%
Value ($000) $88,522 Shares 1,292,670 Est. Cost $59.25 Unrealized
IWD ISHARES TR 8.2%
Value ($000) $77,337 Shares 652,575 Est. Cost $115.02 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 6.8%
Value ($000) $63,654 Shares 1,091,269 Est. Cost $56.59 Unrealized
IWM ISHARES TR 5.1%
Value ($000) $47,904 Shares 323,284 Est. Cost $148.11 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.5%
Value ($000) $42,630 Shares 978,410 Est. Cost $35.36 Unrealized
XLK SELECT SECTOR SPDR TR 3.7%
Value ($000) $34,827 Shares 589,297 Est. Cost $54.72 Unrealized
KRE SPDR SERIES TRUST 3.6%
Value ($000) $33,451 Shares 589,344 Est. Cost $43.84 Unrealized
XLE SELECT SECTOR SPDR TR 3.4%
Value ($000) $31,772 Shares 463,963 Est. Cost $74.60 Unrealized
AGG ISHARES TR 3.4%
Value ($000) $31,640 Shares 288,714 Est. Cost $109.53 Unrealized
IJH ISHARES TR 3.2%
Value ($000) $29,942 Shares 167,365 Est. Cost $126.76 Unrealized
VNQ VANGUARD INDEX FDS 2.8%
Value ($000) $26,120 Shares 314,363 Est. Cost $83.23 Unrealized
IVV ISHARES TR 2.1%
Value ($000) $19,747 Shares 78,074 Est. Cost $190.02 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $12,331 Shares 80,010 Est. Cost $22.87 Unrealized +58.1%
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $11,892 Shares 51,532 Est. Cost $216.35 Unrealized
OEF ISHARES TR 1.1%
Value ($000) $10,746 Shares 96,554 Est. Cost $81.83 Unrealized
LQD ISHARES TR 1.1%
Value ($000) $9,997 Shares 82,467 Est. Cost $120.52 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $9,256 Shares 9,629 Est. Cost $18.54 Unrealized +164.9%
V VISA INC 0.8%
Value ($000) $7,921 Shares 75,268 Est. Cost $87.43 Unrealized +9.5%
GOOGL ALPHABET INC 0.8%
Value ($000) $7,108 Shares 7,300 Est. Cost $36.79 Unrealized +27.9%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $6,748 Shares 51,901 Est. Cost $65.15 Unrealized +61.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,691 Shares 70,054 Est. Cost $38.43 Unrealized +91.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $6,377 Shares 19,541 Est. Cost $216.34 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.7%
Value ($000) $6,237 Shares 142,598 Est. Cost $19.22 Unrealized +93.3%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $6,170 Shares 76,157 Est. Cost $57.68 Unrealized -3.0%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $6,115 Shares 74,587 Est. Cost $54.42 Unrealized -0.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $6,103 Shares 81,936 Est. Cost $30.87 Unrealized +116.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.6%
Value ($000) $6,063 Shares 58,045 Est. Cost $42.35 Unrealized +125.8%
CME CME GROUP INC 0.6%
Value ($000) $5,895 Shares 43,445 Est. Cost $44.98 Unrealized +106.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,680 Shares 62,434 Est. Cost $56.61 Unrealized +29.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $5,644 Shares 57,261 Est. Cost $78.26 Unrealized +23.9%
SPAB SPDR SERIES TRUST 0.6%
Value ($000) $5,533 Shares 95,884 Est. Cost $57.68 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $5,484 Shares 46,670 Est. Cost $70.63 Unrealized +7.9%
MMM 3M CO 0.6%
Value ($000) $5,309 Shares 25,291 Est. Cost $69.31 Unrealized +87.4%
INTC INTEL CORP 0.5%
Value ($000) $5,130 Shares 134,704 Est. Cost $19.23 Unrealized +53.8%
PFE PFIZER INC 0.5%
Value ($000) $4,978 Shares 139,438 Est. Cost $17.14 Unrealized +29.8%
CRM SALESFORCE COM INC 0.5%
Value ($000) $4,910 Shares 52,560 Est. Cost $86.15 Unrealized +5.5%
T AT&T INC 0.5%
Value ($000) $4,841 Shares 123,602 Est. Cost $11.67 Unrealized +33.7%
NKE NIKE INC 0.5%
Value ($000) $4,787 Shares 92,317 Est. Cost $43.13 Unrealized +16.8%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $4,598 Shares 38,290 Est. Cost $58.11 Unrealized +42.6%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $4,573 Shares 26,126 Est. Cost $139.01 Unrealized +4.0%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $4,465 Shares 45,077 Est. Cost $47.76 Unrealized +14.2%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,434 Shares 12,384 Est. Cost $81.54 Unrealized +30.6%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,399 Shares 63,061 Est. Cost $58.26 Unrealized -11.0%
HON HONEYWELL INTL INC 0.5%
Value ($000) $4,350 Shares 30,687 Est. Cost $74.50 Unrealized +40.1%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $4,185 Shares 30,619 Est. Cost $88.46 Unrealized +27.0%
ABT ABBOTT LABS 0.4%
Value ($000) $4,161 Shares 77,976 Est. Cost $30.64 Unrealized +41.5%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,113 Shares 101,152 Est. Cost $34.68 Unrealized 0.0%
VFC V F CORP 0.4%
Value ($000) $3,999 Shares 62,914 Est. Cost $51.76 Unrealized +11.5%
BLACKROCK INC 0.4%
Value ($000) $3,634 Shares 8,128 Est. Cost $383.52 Unrealized
HSY HERSHEY CO 0.4%
Value ($000) $3,626 Shares 33,215 Est. Cost $68.79 Unrealized +26.8%
DHR DANAHER CORP DEL 0.4%
Value ($000) $3,381 Shares 39,418 Est. Cost $71.08 Unrealized 0.0%
COTY COTY INC 0.4%
Value ($000) $3,377 Shares 204,270 Est. Cost $16.54 Unrealized -1.7%
IWO ISHARES TR 0.3%
Value ($000) $3,187 Shares 17,806 Est. Cost $121.88 Unrealized
ALLERGAN PLC 0.3%
Value ($000) $3,038 Shares 14,823 Est. Cost $243.08 Unrealized
CONCHO RES INC 0.3%
Value ($000) $2,880 Shares 21,863 Est. Cost $128.24 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,532 Shares 19,551 Est. Cost $91.71 Unrealized
DJCO DAILY JOURNAL CORP 0.2%
Value ($000) $1,844 Shares 8,434 Est. Cost $191.25 Unrealized +10.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,606 Shares 29,123 Est. Cost $37.42 Unrealized +12.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,574 Shares 19,257 Est. Cost $79.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,117 Shares 1,164 Est. Cost $35.61 Unrealized +29.8%
IWB ISHARES TR 0.1%
Value ($000) $1,108 Shares 7,920 Est. Cost $135.23 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $974 Shares 5,928 Est. Cost $124.74 Unrealized +12.3%
IWF ISHARES TR 0.1%
Value ($000) $972 Shares 7,769 Est. Cost $80.78 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $894 Shares 5,000 Est. Cost $3.13 Unrealized +31.0%
BA BOEING CO 0.1%
Value ($000) $875 Shares 3,444 Est. Cost $148.41 Unrealized +48.5%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $836 Shares 10,312 Est. Cost $75.77 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $776 Shares 32,094 Est. Cost $24.19 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $760 Shares 9,018 Est. Cost $80.29 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $626 Shares 12,444 Est. Cost $50.31 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $610 Shares 3,570 Est. Cost $39.59 Unrealized +318.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $558 Shares 534 Est. Cost $96.11 Unrealized +13.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $553 Shares 3,812 Est. Cost $110.51 Unrealized -12.3%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $525 Shares 5,543 Est. Cost $83.80 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $519 Shares 15,438 Est. Cost $19.98 Unrealized +23.7%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $515 Shares 6,443 Est. Cost $55.49 Unrealized +2.5%
VNO VORNADO RLTY TR 0.1%
Value ($000) $481 Shares 6,259 Est. Cost $93.94 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $456 Shares 3,929 Est. Cost $103.32 Unrealized
SL GREEN RLTY CORP 0.0%
Value ($000) $440 Shares 4,344 Est. Cost $105.76 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $437 Shares 5,894 Est. Cost $99.10 Unrealized
DE DEERE & CO 0.0%
Value ($000) $401 Shares 3,194 Est. Cost $102.78 Unrealized +5.6%
AMERICAN CAMPUS CMNTYS INC 0.0%
Value ($000) $389 Shares 8,800 Est. Cost $47.30 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $377 Shares 2,306 Est. Cost $99.68 Unrealized +25.6%
VTR VENTAS INC 0.0%
Value ($000) $359 Shares 5,505 Est. Cost $46.00 Unrealized +2.4%
O REALTY INCOME CORP 0.0%
Value ($000) $342 Shares 5,982 Est. Cost $36.61 Unrealized +1.5%
PCG PG&E CORP 0.0%
Value ($000) $329 Shares 4,835 Est. Cost $39.13 Unrealized +71.8%
AFL AFLAC INC 0.0%
Value ($000) $326 Shares 4,000 Est. Cost $30.73 Unrealized +7.8%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $324 Shares 1,815 Est. Cost $142.09 Unrealized -1.3%
PEP PEPSICO INC 0.0%
Value ($000) $322 Shares 2,894 Est. Cost $89.40 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $317 Shares 2,540 Est. Cost $84.05 Unrealized +14.2%
UNP UNION PAC CORP 0.0%
Value ($000) $310 Shares 2,675 Est. Cost $90.11 Unrealized -1.1%
IWN ISHARES TR 0.0%
Value ($000) $304 Shares 2,451 Est. Cost $92.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $303 Shares 1,652 Est. Cost $155.67 Unrealized +13.5%
ABBV ABBVIE INC 0.0%
Value ($000) $275 Shares 3,100 Est. Cost $53.65 Unrealized 0.0%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $275 Shares 1,894 Est. Cost $137.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $275 Shares 1 Est. Cost $199512.94 Unrealized +33.0%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $269 Shares 2,944 Est. Cost $87.98 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $261 Shares 1,155 Est. Cost $171.00 Unrealized +8.1%
ECL ECOLAB INC 0.0%
Value ($000) $257 Shares 2,000 Est. Cost $120.10 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $255 Shares 1,795 Est. Cost $74.19 Unrealized +75.5%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $253 Shares 3,968 Est. Cost $44.13 Unrealized -2.3%
IVW ISHARES TR 0.0%
Value ($000) $252 Shares 1,755 Est. Cost $83.99 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $246 Shares 1,571 Est. Cost $119.26 Unrealized +7.9%
ADSK AUTODESK INC 0.0%
Value ($000) $241 Shares 2,147 Est. Cost $98.95 Unrealized +11.5%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $230 Shares 6,039 Est. Cost $30.17 Unrealized +6.0%
SYY SYSCO CORP 0.0%
Value ($000) $216 Shares 4,000 Est. Cost $41.82 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $214 Shares 1,998 Est. Cost $107.11 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $209 Shares 1,031 Est. Cost $140.68 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $205 Shares 1,100 Est. Cost $137.50 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $205 Shares 4,152 Est. Cost $27.88 Unrealized +8.4%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $193 Shares 10,000 Est. Cost $10.87 Unrealized +37.2%