Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $1,005,605 (100.0% shares, 0.0% debt)

Holdings (110)

SPY SPDR S&P 500 ETF TR 14.2%
Value ($000) $142,303 Shares 533,249 Est. Cost $187.14 Unrealized
EFA ISHARES TR 9.1%
Value ($000) $91,640 Shares 1,303,370 Est. Cost $59.25 Unrealized
IWD ISHARES TR 8.0%
Value ($000) $80,207 Shares 645,064 Est. Cost $115.02 Unrealized
IWM ISHARES TR 7.8%
Value ($000) $78,159 Shares 512,655 Est. Cost $149.71 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 6.6%
Value ($000) $66,468 Shares 1,123,712 Est. Cost $56.66 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.3%
Value ($000) $43,680 Shares 951,421 Est. Cost $35.36 Unrealized
XLK SELECT SECTOR SPDR TR 3.6%
Value ($000) $36,580 Shares 572,010 Est. Cost $54.72 Unrealized
KRE SPDR SERIES TRUST 3.5%
Value ($000) $35,406 Shares 601,635 Est. Cost $44.15 Unrealized
XLE SELECT SECTOR SPDR TR 3.4%
Value ($000) $34,516 Shares 477,667 Est. Cost $74.53 Unrealized
AGG ISHARES TR 3.4%
Value ($000) $33,964 Shares 310,653 Est. Cost $109.52 Unrealized
IJH ISHARES TR 3.0%
Value ($000) $30,350 Shares 159,924 Est. Cost $126.76 Unrealized
VNQ VANGUARD INDEX FDS 2.7%
Value ($000) $27,564 Shares 332,175 Est. Cost $83.22 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $17,931 Shares 66,694 Est. Cost $190.02 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $13,066 Shares 77,206 Est. Cost $22.87 Unrealized +70.9%
OEF ISHARES TR 1.1%
Value ($000) $11,555 Shares 97,393 Est. Cost $81.83 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $11,498 Shares 46,877 Est. Cost $216.35 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $10,453 Shares 8,939 Est. Cost $18.54 Unrealized +196.7%
LQD ISHARES TR 1.0%
Value ($000) $10,378 Shares 85,370 Est. Cost $120.55 Unrealized
V VISA INC 0.8%
Value ($000) $8,184 Shares 71,776 Est. Cost $87.43 Unrealized +19.4%
GOOGL ALPHABET INC 0.8%
Value ($000) $7,630 Shares 7,244 Est. Cost $36.79 Unrealized +39.3%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $7,180 Shares 67,139 Est. Cost $38.43 Unrealized +111.6%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $7,079 Shares 50,669 Est. Cost $65.15 Unrealized +70.4%
MSFT MICROSOFT CORP 0.7%
Value ($000) $7,034 Shares 82,227 Est. Cost $30.87 Unrealized +143.8%
SCHW SCHWAB CHARLES CORP NEW 0.7%
Value ($000) $6,960 Shares 135,488 Est. Cost $19.22 Unrealized +119.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $6,330 Shares 18,325 Est. Cost $216.34 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $6,330 Shares 75,676 Est. Cost $54.46 Unrealized +4.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $6,183 Shares 57,507 Est. Cost $78.26 Unrealized +24.3%
CME CME GROUP INC 0.6%
Value ($000) $6,072 Shares 41,574 Est. Cost $44.98 Unrealized +134.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $5,964 Shares 47,640 Est. Cost $70.89 Unrealized +17.9%
INTC INTEL CORP 0.6%
Value ($000) $5,942 Shares 128,717 Est. Cost $19.23 Unrealized +90.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,846 Shares 63,625 Est. Cost $56.91 Unrealized +27.7%
NKE NIKE INC 0.6%
Value ($000) $5,737 Shares 91,723 Est. Cost $43.13 Unrealized +20.1%
MMM 3M CO 0.6%
Value ($000) $5,555 Shares 23,601 Est. Cost $69.31 Unrealized +109.2%
SPAB SPDR SERIES TRUST 0.5%
Value ($000) $5,511 Shares 191,768 Est. Cost $43.21 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $5,443 Shares 75,974 Est. Cost $57.68 Unrealized -3.1%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $5,172 Shares 25,915 Est. Cost $139.01 Unrealized +18.2%
PFE PFIZER INC 0.5%
Value ($000) $5,096 Shares 140,705 Est. Cost $17.14 Unrealized +38.9%
CRM SALESFORCE COM INC 0.5%
Value ($000) $5,083 Shares 49,718 Est. Cost $86.15 Unrealized +16.9%
T AT&T INC 0.5%
Value ($000) $5,028 Shares 129,333 Est. Cost $11.83 Unrealized +28.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.5%
Value ($000) $5,014 Shares 57,872 Est. Cost $42.35 Unrealized +115.8%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $4,851 Shares 43,976 Est. Cost $47.76 Unrealized +32.9%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,766 Shares 11,623 Est. Cost $81.54 Unrealized +50.0%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $4,680 Shares 39,277 Est. Cost $58.82 Unrealized +46.7%
HON HONEYWELL INTL INC 0.5%
Value ($000) $4,614 Shares 30,083 Est. Cost $74.50 Unrealized +52.2%
VFC V F CORP 0.4%
Value ($000) $4,510 Shares 60,948 Est. Cost $51.76 Unrealized +27.6%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,449 Shares 103,940 Est. Cost $34.68 Unrealized -0.6%
ABT ABBOTT LABS 0.4%
Value ($000) $4,420 Shares 77,450 Est. Cost $30.64 Unrealized +57.0%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $4,387 Shares 30,750 Est. Cost $88.46 Unrealized +30.9%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $4,270 Shares 63,360 Est. Cost $58.26 Unrealized -12.1%
BLACKROCK INC 0.4%
Value ($000) $4,247 Shares 8,267 Est. Cost $385.71 Unrealized
COTY COTY INC 0.4%
Value ($000) $4,072 Shares 204,728 Est. Cost $16.54 Unrealized -6.5%
HSY HERSHEY CO 0.4%
Value ($000) $3,797 Shares 33,447 Est. Cost $68.79 Unrealized +31.8%
DHR DANAHER CORP DEL 0.4%
Value ($000) $3,749 Shares 40,385 Est. Cost $71.25 Unrealized +9.8%
CONCHO RES INC 0.3%
Value ($000) $3,311 Shares 22,039 Est. Cost $128.24 Unrealized
IWO ISHARES TR 0.3%
Value ($000) $2,922 Shares 15,653 Est. Cost $121.88 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,800 Shares 20,403 Est. Cost $93.61 Unrealized
ALLERGAN PLC 0.2%
Value ($000) $2,210 Shares 13,513 Est. Cost $243.08 Unrealized
DJCO DAILY JOURNAL CORP 0.2%
Value ($000) $1,684 Shares 7,313 Est. Cost $191.25 Unrealized +22.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,666 Shares 27,456 Est. Cost $37.42 Unrealized +20.5%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,592 Shares 19,257 Est. Cost $79.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,294 Shares 1,236 Est. Cost $36.48 Unrealized +38.5%
IWB ISHARES TR 0.1%
Value ($000) $1,052 Shares 7,078 Est. Cost $135.23 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,028 Shares 5,526 Est. Cost $124.74 Unrealized +23.8%
NVDA NVIDIA CORP 0.1%
Value ($000) $897 Shares 4,634 Est. Cost $3.13 Unrealized +56.6%
AIVL WISDOMTREE TR 0.1%
Value ($000) $797 Shares 9,018 Est. Cost $80.29 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $782 Shares 9,137 Est. Cost $75.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $760 Shares 4,955 Est. Cost $108.57 Unrealized -6.0%
BA BOEING CO 0.1%
Value ($000) $735 Shares 2,492 Est. Cost $148.41 Unrealized +73.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $639 Shares 11,129 Est. Cost $47.41 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $626 Shares 16,346 Est. Cost $20.42 Unrealized +37.0%
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $624 Shares 12,444 Est. Cost $50.31 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $622 Shares 3,525 Est. Cost $39.59 Unrealized +343.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $585 Shares 1,602 Est. Cost $115.47 Unrealized +8.4%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $563 Shares 6,443 Est. Cost $55.49 Unrealized +12.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $505 Shares 4,946 Est. Cost $83.80 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $489 Shares 6,259 Est. Cost $93.94 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $475 Shares 3,722 Est. Cost $103.32 Unrealized
DE DEERE & CO 0.0%
Value ($000) $469 Shares 2,996 Est. Cost $102.78 Unrealized +20.4%
RYDEX ETF TRUST 0.0%
Value ($000) $468 Shares 4,636 Est. Cost $100.95 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $468 Shares 4,842 Est. Cost $58.41 Unrealized +14.5%
UNP UNION PAC CORP 0.0%
Value ($000) $459 Shares 3,425 Est. Cost $92.45 Unrealized +9.0%
IJR ISHARES TR 0.0%
Value ($000) $453 Shares 5,894 Est. Cost $99.10 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $447 Shares 2,359 Est. Cost $100.62 Unrealized +40.8%
SL GREEN RLTY CORP 0.0%
Value ($000) $438 Shares 4,344 Est. Cost $105.76 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $400 Shares 4,561 Est. Cost $31.29 Unrealized +12.8%
AMERICAN CAMPUS CMNTYS INC 0.0%
Value ($000) $361 Shares 8,800 Est. Cost $47.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $346 Shares 1,744 Est. Cost $157.48 Unrealized +20.6%
O REALTY INCOME CORP 0.0%
Value ($000) $341 Shares 5,982 Est. Cost $36.61 Unrealized +0.3%
VTR VENTAS INC 0.0%
Value ($000) $330 Shares 5,505 Est. Cost $46.00 Unrealized -3.2%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $324 Shares 1,815 Est. Cost $142.09 Unrealized -3.6%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $312 Shares 1,983 Est. Cost $84.05 Unrealized +38.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $298 Shares 1 Est. Cost $199512.94 Unrealized +42.7%
IWN ISHARES TR 0.0%
Value ($000) $288 Shares 2,294 Est. Cost $92.90 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $268 Shares 2,000 Est. Cost $120.10 Unrealized +1.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $263 Shares 3,702 Est. Cost $65.14 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $258 Shares 1,500 Est. Cost $119.26 Unrealized +16.3%
SYY SYSCO CORP 0.0%
Value ($000) $243 Shares 4,000 Est. Cost $41.82 Unrealized +9.5%
PEP PEPSICO INC 0.0%
Value ($000) $240 Shares 1,998 Est. Cost $89.40 Unrealized -0.5%
ADSK AUTODESK INC 0.0%
Value ($000) $225 Shares 2,147 Est. Cost $98.95 Unrealized +17.8%
INTU INTUIT 0.0%
Value ($000) $225 Shares 1,425 Est. Cost $74.19 Unrealized +94.3%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $223 Shares 1,998 Est. Cost $107.11 Unrealized
JACOBS ENGR GROUP INC DEL 0.0%
Value ($000) $223 Shares 3,382 Est. Cost $65.94 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $223 Shares 1,511 Est. Cost $147.58 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $217 Shares 12,442 Est. Cost $24.19 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $215 Shares 1,781 Est. Cost $87.60 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $214 Shares 4,041 Est. Cost $27.88 Unrealized +14.6%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $213 Shares 3,470 Est. Cost $44.13 Unrealized +5.3%
IJK ISHARES TR 0.0%
Value ($000) $207 Shares 959 Est. Cost $140.68 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $204 Shares 9,355 Est. Cost $21.81 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $181 Shares 10,000 Est. Cost $10.87 Unrealized +66.6%