Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $1,049,404 (100.0% shares, 0.0% debt)

Holdings (100)

SPY SPDR S&P 500 ETF TR 14.8%
Value ($000) $155,812 Shares 535,952 Est. Cost $262.72 Unrealized
EFA ISHARES TR 8.8%
Value ($000) $92,253 Shares 1,356,858 Est. Cost $66.23 Unrealized
IWM ISHARES TR 8.4%
Value ($000) $87,826 Shares 521,066 Est. Cost $162.50 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 6.3%
Value ($000) $66,557 Shares 1,183,865 Est. Cost $56.17 Unrealized
ICSH ISHARES TR 5.4%
Value ($000) $57,014 Shares 1,136,199 Est. Cost $50.16 Unrealized
IWD ISHARES TR 5.2%
Value ($000) $55,025 Shares 434,566 Est. Cost $120.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.6%
Value ($000) $37,852 Shares 923,231 Est. Cost $41.69 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 3.6%
Value ($000) $37,436 Shares 894,534 Est. Cost $40.14 Unrealized
KRE SPDR SERIES TRUST 3.4%
Value ($000) $35,843 Shares 603,217 Est. Cost $59.29 Unrealized
AGG ISHARES TR 3.2%
Value ($000) $33,781 Shares 320,139 Est. Cost $106.49 Unrealized
IJH ISHARES TR 3.0%
Value ($000) $31,709 Shares 157,527 Est. Cost $188.69 Unrealized
VNQ VANGUARD INDEX FDS 2.9%
Value ($000) $30,157 Shares 373,783 Est. Cost $81.64 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $18,697 Shares 63,871 Est. Cost $271.59 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $16,549 Shares 73,309 Est. Cost $37.38 Unrealized +31.8%
AMZN AMAZON COM INC 1.6%
Value ($000) $16,479 Shares 8,227 Est. Cost $74.17 Unrealized +26.8%
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $12,786 Shares 47,877 Est. Cost $249.51 Unrealized
OEF ISHARES TR 1.2%
Value ($000) $12,514 Shares 96,540 Est. Cost $115.87 Unrealized
V VISA INC 1.0%
Value ($000) $10,707 Shares 71,340 Est. Cost $119.81 Unrealized +12.7%
LQD ISHARES TR 1.0%
Value ($000) $10,366 Shares 90,198 Est. Cost $114.87 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $8,979 Shares 78,508 Est. Cost $79.38 Unrealized +27.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $8,608 Shares 7,131 Est. Cost $52.16 Unrealized +15.2%
T AT&T INC 0.8%
Value ($000) $8,355 Shares 248,796 Est. Cost $14.30 Unrealized +1.2%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $7,686 Shares 68,110 Est. Cost $85.41 Unrealized +8.4%
CRM SALESFORCE COM INC 0.7%
Value ($000) $7,160 Shares 45,024 Est. Cost $121.77 Unrealized +20.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $7,007 Shares 50,714 Est. Cost $95.63 Unrealized +13.0%
CME CME GROUP INC 0.7%
Value ($000) $6,822 Shares 40,078 Est. Cost $118.75 Unrealized +8.7%
DIS DISNEY WALT CO 0.6%
Value ($000) $6,582 Shares 56,285 Est. Cost $92.40 Unrealized +15.3%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $6,235 Shares 73,332 Est. Cost $55.85 Unrealized +4.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $6,165 Shares 16,778 Est. Cost $355.03 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $6,047 Shares 137,219 Est. Cost $23.26 Unrealized +18.9%
INTC INTEL CORP 0.6%
Value ($000) $5,880 Shares 124,339 Est. Cost $42.21 Unrealized -1.6%
ECL ECOLAB INC 0.5%
Value ($000) $5,724 Shares 36,509 Est. Cost $131.53 Unrealized +4.2%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,635 Shares 46,085 Est. Cost $85.93 Unrealized +2.3%
ABT ABBOTT LABS 0.5%
Value ($000) $5,438 Shares 74,122 Est. Cost $49.88 Unrealized +15.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.5%
Value ($000) $5,327 Shares 55,487 Est. Cost $88.78 Unrealized +10.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $5,198 Shares 67,318 Est. Cost $53.16 Unrealized +6.9%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $5,191 Shares 62,364 Est. Cost $61.23 Unrealized +10.7%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,127 Shares 11,262 Est. Cost $117.57 Unrealized +17.9%
JPST JP MORGAN EXCHANGE TRADED FD 0.5%
Value ($000) $5,101 Shares 101,705 Est. Cost $50.13 Unrealized
VFC V F CORP 0.5%
Value ($000) $5,068 Shares 54,232 Est. Cost $72.27 Unrealized +18.0%
MMM 3M CO 0.5%
Value ($000) $5,059 Shares 24,009 Est. Cost $119.05 Unrealized +11.0%
HON HONEYWELL INTL INC 0.5%
Value ($000) $5,008 Shares 30,096 Est. Cost $110.22 Unrealized +10.3%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $4,960 Shares 26,966 Est. Cost $150.92 Unrealized +1.8%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,664 Shares 39,945 Est. Cost $81.43 Unrealized +8.6%
NEAR ISHARES US ETF TR 0.4%
Value ($000) $4,589 Shares 91,438 Est. Cost $50.17 Unrealized
DHR DANAHER CORP DEL 0.4%
Value ($000) $4,550 Shares 41,877 Est. Cost $84.13 Unrealized +4.6%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $4,501 Shares 30,980 Est. Cost $111.32 Unrealized +8.5%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,487 Shares 104,453 Est. Cost $33.48 Unrealized +6.3%
SCHW SCHWAB CHARLES CORP NEW 0.4%
Value ($000) $4,322 Shares 87,931 Est. Cost $45.33 Unrealized +1.6%
BLACKROCK INC 0.4%
Value ($000) $3,919 Shares 8,315 Est. Cost $489.20 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $3,787 Shares 62,159 Est. Cost $55.43 Unrealized -6.1%
SPAB SPDR SERIES TRUST 0.3%
Value ($000) $3,608 Shares 130,198 Est. Cost $27.89 Unrealized
CONCHO RES INC 0.3%
Value ($000) $3,517 Shares 23,024 Est. Cost $137.44 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $3,429 Shares 33,617 Est. Cost $76.97 Unrealized +8.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $3,384 Shares 37,453 Est. Cost $72.68 Unrealized +7.7%
IWO ISHARES TR 0.3%
Value ($000) $3,336 Shares 15,510 Est. Cost $204.32 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,764 Shares 18,467 Est. Cost $140.52 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,752 Shares 31,332 Est. Cost $87.86 Unrealized 0.0%
ALLERGAN PLC 0.2%
Value ($000) $2,587 Shares 13,581 Est. Cost $175.47 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,600 Shares 16,820 Est. Cost $83.47 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,332 Shares 1,116 Est. Cost $48.93 Unrealized +21.5%
IWB ISHARES TR 0.1%
Value ($000) $1,038 Shares 6,419 Est. Cost $135.23 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $998 Shares 4,249 Est. Cost $125.53 Unrealized +61.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $933 Shares 1,626 Est. Cost $152.50 Unrealized +16.4%
BA BOEING CO 0.1%
Value ($000) $911 Shares 2,449 Est. Cost $186.97 Unrealized +81.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $871 Shares 3,101 Est. Cost $3.13 Unrealized +105.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $844 Shares 16,056 Est. Cost $37.42 Unrealized +24.3%
AIVL WISDOMTREE TR 0.1%
Value ($000) $807 Shares 8,923 Est. Cost $86.85 Unrealized
DJCO DAILY JOURNAL CORP 0.1%
Value ($000) $774 Shares 3,213 Est. Cost $191.25 Unrealized +23.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $691 Shares 4,573 Est. Cost $102.75 Unrealized -1.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $616 Shares 12,655 Est. Cost $27.07 Unrealized +33.1%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $561 Shares 6,471 Est. Cost $69.96 Unrealized +0.6%
VIG VANGUARD GROUP 0.1%
Value ($000) $548 Shares 4,946 Est. Cost $83.80 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $496 Shares 2,394 Est. Cost $155.00 Unrealized +8.4%
VNO VORNADO RLTY TR 0.0%
Value ($000) $460 Shares 6,295 Est. Cost $73.87 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $455 Shares 5,230 Est. Cost $83.06 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $437 Shares 3,125 Est. Cost $125.16 Unrealized
SL GREEN RLTY CORP 0.0%
Value ($000) $426 Shares 4,369 Est. Cost $100.48 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $424 Shares 5,627 Est. Cost $69.49 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $423 Shares 2,598 Est. Cost $92.45 Unrealized +38.2%
META FACEBOOK INC 0.0%
Value ($000) $414 Shares 2,520 Est. Cost $97.91 Unrealized +83.6%
IJR ISHARES TR 0.0%
Value ($000) $403 Shares 4,621 Est. Cost $93.91 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $377 Shares 8,000 Est. Cost $34.04 Unrealized +13.1%
AMERICAN CAMPUS CMNTYS INC 0.0%
Value ($000) $365 Shares 8,866 Est. Cost $42.86 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $332 Shares 1,831 Est. Cost $126.88 Unrealized +9.0%
INTU INTUIT 0.0%
Value ($000) $324 Shares 1,425 Est. Cost $182.24 Unrealized +12.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $320 Shares 1 Est. Cost $292921.40 Unrealized +5.7%
VTR VENTAS INC 0.0%
Value ($000) $302 Shares 5,555 Est. Cost $37.95 Unrealized +12.2%
SYY SYSCO CORP 0.0%
Value ($000) $293 Shares 4,000 Est. Cost $41.82 Unrealized +41.7%
ABBV ABBVIE INC 0.0%
Value ($000) $284 Shares 3,000 Est. Cost $58.41 Unrealized +18.4%
IWN ISHARES TR 0.0%
Value ($000) $282 Shares 2,123 Est. Cost $131.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $281 Shares 1,312 Est. Cost $166.58 Unrealized +23.2%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $254 Shares 4,084 Est. Cost $40.63 Unrealized +10.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $250 Shares 4,674 Est. Cost $32.21 Unrealized +10.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $243 Shares 1,450 Est. Cost $119.26 Unrealized +13.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $241 Shares 1,333 Est. Cost $125.28 Unrealized +17.5%
FIVN FIVE9 INC 0.0%
Value ($000) $230 Shares 5,268 Est. Cost $41.24 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $228 Shares 1,100 Est. Cost $140.24 Unrealized +12.2%
PEP PEPSICO INC 0.0%
Value ($000) $212 Shares 1,897 Est. Cost $90.33 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $203 Shares 1,331 Est. Cost $126.53 Unrealized -4.8%