Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $1,013,944 (100.0% shares, 0.0% debt)

Holdings (103)

SPY SPDR S&P 500 ETF TR 14.8%
Value ($000) $149,925 Shares 552,657 Est. Cost $262.72 Unrealized
EFA ISHARES TR 9.0%
Value ($000) $90,889 Shares 1,357,163 Est. Cost $66.23 Unrealized
IWM ISHARES TR 8.6%
Value ($000) $86,888 Shares 530,549 Est. Cost $162.50 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 6.5%
Value ($000) $66,327 Shares 1,181,672 Est. Cost $56.17 Unrealized
IWD ISHARES TR 5.2%
Value ($000) $53,106 Shares 437,522 Est. Cost $120.47 Unrealized
ICSH ISHARES TR 5.0%
Value ($000) $51,099 Shares 1,018,814 Est. Cost $50.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.9%
Value ($000) $39,668 Shares 940,009 Est. Cost $41.69 Unrealized
KRE SPDR SERIES TRUST 3.7%
Value ($000) $37,211 Shares 610,027 Est. Cost $59.29 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 3.5%
Value ($000) $35,875 Shares 896,896 Est. Cost $40.14 Unrealized
AGG ISHARES TR 3.4%
Value ($000) $34,325 Shares 322,845 Est. Cost $106.49 Unrealized
IJH ISHARES TR 3.1%
Value ($000) $31,043 Shares 159,373 Est. Cost $188.69 Unrealized
VNQ VANGUARD INDEX FDS 3.0%
Value ($000) $30,912 Shares 379,525 Est. Cost $81.64 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $17,442 Shares 63,880 Est. Cost $271.59 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $14,479 Shares 8,518 Est. Cost $74.17 Unrealized +7.0%
AAPL APPLE INC 1.3%
Value ($000) $13,673 Shares 73,865 Est. Cost $37.38 Unrealized +14.4%
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $11,946 Shares 47,877 Est. Cost $249.51 Unrealized
OEF ISHARES TR 1.2%
Value ($000) $11,780 Shares 98,493 Est. Cost $115.87 Unrealized
LQD ISHARES TR 1.0%
Value ($000) $10,325 Shares 90,120 Est. Cost $114.87 Unrealized
V VISA INC 0.9%
Value ($000) $9,614 Shares 72,585 Est. Cost $119.81 Unrealized +1.9%
GOOGL ALPHABET INC 0.8%
Value ($000) $8,226 Shares 7,285 Est. Cost $52.16 Unrealized +3.5%
MSFT MICROSOFT CORP 0.8%
Value ($000) $7,971 Shares 80,839 Est. Cost $79.38 Unrealized +13.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $7,164 Shares 68,751 Est. Cost $85.41 Unrealized +4.2%
CME CME GROUP INC 0.7%
Value ($000) $6,679 Shares 40,744 Est. Cost $118.75 Unrealized +5.1%
CRM SALESFORCE COM INC 0.6%
Value ($000) $6,439 Shares 47,208 Est. Cost $121.77 Unrealized +3.5%
INTC INTEL CORP 0.6%
Value ($000) $6,390 Shares 128,541 Est. Cost $42.21 Unrealized +6.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $6,333 Shares 52,191 Est. Cost $95.63 Unrealized +5.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $6,236 Shares 75,373 Est. Cost $55.85 Unrealized +0.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $5,977 Shares 16,835 Est. Cost $355.03 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $5,975 Shares 57,011 Est. Cost $92.40 Unrealized +5.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $5,843 Shares 46,217 Est. Cost $85.93 Unrealized +3.7%
FRCB FIRST REP BK SAN FRANCISCO C 0.5%
Value ($000) $5,446 Shares 56,266 Est. Cost $88.78 Unrealized +5.3%
SPAB SPDR SERIES TRUST 0.5%
Value ($000) $5,348 Shares 191,768 Est. Cost $27.89 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $5,190 Shares 143,065 Est. Cost $23.26 Unrealized +4.5%
ECL ECOLAB INC 0.5%
Value ($000) $5,169 Shares 36,833 Est. Cost $131.53 Unrealized +1.1%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $5,124 Shares 72,330 Est. Cost $53.16 Unrealized -0.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $4,997 Shares 64,021 Est. Cost $61.23 Unrealized +0.9%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,799 Shares 11,775 Est. Cost $117.57 Unrealized +2.8%
MMM 3M CO 0.5%
Value ($000) $4,795 Shares 24,375 Est. Cost $119.05 Unrealized +9.3%
VFC V F CORP 0.5%
Value ($000) $4,729 Shares 58,013 Est. Cost $72.27 Unrealized +4.2%
ABT ABBOTT LABS 0.5%
Value ($000) $4,625 Shares 75,826 Est. Cost $49.88 Unrealized +6.5%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $4,609 Shares 31,966 Est. Cost $111.32 Unrealized +2.3%
NWL NEWELL BRANDS INC 0.4%
Value ($000) $4,508 Shares 174,796 Est. Cost $18.39 Unrealized -1.0%
SCHW SCHWAB CHARLES CORP NEW 0.4%
Value ($000) $4,485 Shares 87,774 Est. Cost $45.33 Unrealized +10.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $4,445 Shares 30,860 Est. Cost $110.22 Unrealized +3.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,336 Shares 40,814 Est. Cost $81.43 Unrealized +2.8%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,331 Shares 105,637 Est. Cost $33.48 Unrealized -0.4%
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $4,223 Shares 27,097 Est. Cost $150.92 Unrealized +0.7%
T AT&T INC 0.4%
Value ($000) $4,219 Shares 131,396 Est. Cost $14.15 Unrealized +2.7%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $4,212 Shares 62,831 Est. Cost $55.43 Unrealized -0.6%
BLACKROCK INC 0.4%
Value ($000) $4,146 Shares 8,308 Est. Cost $489.20 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $4,143 Shares 41,984 Est. Cost $84.13 Unrealized +2.2%
HSY HERSHEY CO 0.3%
Value ($000) $3,198 Shares 34,366 Est. Cost $76.97 Unrealized +1.1%
IWO ISHARES TR 0.3%
Value ($000) $3,188 Shares 15,603 Est. Cost $204.32 Unrealized
CONCHO RES INC 0.3%
Value ($000) $3,168 Shares 22,899 Est. Cost $137.44 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $3,062 Shares 37,642 Est. Cost $72.68 Unrealized 0.0%
NEAR ISHARES US ETF TR 0.3%
Value ($000) $2,777 Shares 55,360 Est. Cost $50.16 Unrealized
COTY COTY INC 0.3%
Value ($000) $2,776 Shares 196,898 Est. Cost $14.35 Unrealized -1.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,565 Shares 18,267 Est. Cost $140.42 Unrealized
ALLERGAN PLC 0.2%
Value ($000) $2,167 Shares 13,000 Est. Cost $174.80 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.2%
Value ($000) $2,022 Shares 40,366 Est. Cost $50.09 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,404 Shares 16,820 Est. Cost $83.47 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,254 Shares 1,124 Est. Cost $48.93 Unrealized +9.6%
DJCO DAILY JOURNAL CORP 0.1%
Value ($000) $1,016 Shares 4,413 Est. Cost $191.25 Unrealized +19.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $992 Shares 17,891 Est. Cost $37.42 Unrealized +15.8%
IWB ISHARES TR 0.1%
Value ($000) $976 Shares 6,419 Est. Cost $135.23 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $895 Shares 3,778 Est. Cost $3.13 Unrealized +91.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $879 Shares 4,206 Est. Cost $124.74 Unrealized +42.5%
BA BOEING CO 0.1%
Value ($000) $822 Shares 2,449 Est. Cost $186.97 Unrealized +76.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $778 Shares 1,626 Est. Cost $152.50 Unrealized 0.0%
AIVL WISDOMTREE TR 0.1%
Value ($000) $775 Shares 8,923 Est. Cost $86.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $647 Shares 4,633 Est. Cost $102.75 Unrealized -2.7%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $646 Shares 6,471 Est. Cost $69.96 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $556 Shares 12,910 Est. Cost $27.07 Unrealized +28.3%
META FACEBOOK INC 0.1%
Value ($000) $530 Shares 2,729 Est. Cost $97.91 Unrealized +83.3%
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $506 Shares 6,092 Est. Cost $83.06 Unrealized
VIG VANGUARD GROUP 0.0%
Value ($000) $503 Shares 4,946 Est. Cost $83.80 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $467 Shares 2,394 Est. Cost $155.00 Unrealized 0.0%
VNO VORNADO RLTY TR 0.0%
Value ($000) $465 Shares 6,295 Est. Cost $73.87 Unrealized
SL GREEN RLTY CORP 0.0%
Value ($000) $439 Shares 4,369 Est. Cost $100.48 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $400 Shares 3,196 Est. Cost $125.16 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $391 Shares 5,627 Est. Cost $69.49 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $386 Shares 4,621 Est. Cost $93.91 Unrealized
AMERICAN CAMPUS CMNTYS INC 0.0%
Value ($000) $380 Shares 8,866 Est. Cost $42.86 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $368 Shares 2,598 Est. Cost $92.45 Unrealized +27.4%
AFL AFLAC INC 0.0%
Value ($000) $344 Shares 8,000 Est. Cost $34.04 Unrealized +10.3%
VTR VENTAS INC 0.0%
Value ($000) $316 Shares 5,555 Est. Cost $37.95 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $315 Shares 1,831 Est. Cost $126.88 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $296 Shares 2,115 Est. Cost $102.78 Unrealized +27.8%
INTU INTUIT 0.0%
Value ($000) $291 Shares 1,425 Est. Cost $182.24 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $287 Shares 3,100 Est. Cost $58.41 Unrealized +20.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $282 Shares 64 Est. Cost $292921.40 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $280 Shares 2,123 Est. Cost $131.89 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $273 Shares 4,000 Est. Cost $41.82 Unrealized +25.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $253 Shares 1,358 Est. Cost $166.58 Unrealized +17.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $240 Shares 4,776 Est. Cost $32.21 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $237 Shares 1,512 Est. Cost $119.26 Unrealized +13.6%
AMGN AMGEN INC 0.0%
Value ($000) $237 Shares 1,285 Est. Cost $140.24 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $230 Shares 1,755 Est. Cost $101.76 Unrealized +30.2%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $226 Shares 4,084 Est. Cost $40.63 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $223 Shares 1,645 Est. Cost $126.53 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $214 Shares 1,420 Est. Cost $125.28 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $206 Shares 525 Est. Cost $34.09 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $157 Shares 10,000 Est. Cost $10.87 Unrealized +60.0%