Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $929,333 (100.0% shares, 0.0% debt)

Holdings (101)

SPY SPDR S&P 500 ETF TR 17.7%
Value ($000) $164,534 Shares 658,346 Est. Cost $260.34 Unrealized
EFA ISHARES TR 8.4%
Value ($000) $77,934 Shares 1,325,858 Est. Cost $66.23 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 6.2%
Value ($000) $57,622 Shares 1,185,143 Est. Cost $56.17 Unrealized
IWM ISHARES TR 5.2%
Value ($000) $47,999 Shares 358,469 Est. Cost $162.50 Unrealized
IWD ISHARES TR 4.3%
Value ($000) $40,228 Shares 362,250 Est. Cost $120.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.0%
Value ($000) $36,958 Shares 970,030 Est. Cost $41.52 Unrealized
ICSH ISHARES TR 3.8%
Value ($000) $35,716 Shares 713,253 Est. Cost $50.16 Unrealized
AGG ISHARES TR 3.8%
Value ($000) $35,081 Shares 329,431 Est. Cost $106.49 Unrealized
KRE SPDR SERIES TRUST 3.0%
Value ($000) $28,172 Shares 602,105 Est. Cost $59.29 Unrealized
VNQ VANGUARD INDEX FDS 3.0%
Value ($000) $28,137 Shares 377,326 Est. Cost $81.64 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 2.9%
Value ($000) $26,703 Shares 820,373 Est. Cost $40.14 Unrealized
IJH ISHARES TR 2.8%
Value ($000) $26,411 Shares 159,043 Est. Cost $188.69 Unrealized
VOO VANGUARD INDEX FDS 2.2%
Value ($000) $20,140 Shares 87,636 Est. Cost $240.58 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $17,108 Shares 67,996 Est. Cost $270.38 Unrealized
OEF ISHARES TR 1.7%
Value ($000) $16,026 Shares 143,694 Est. Cost $114.45 Unrealized
MUB ISHARES TR 1.7%
Value ($000) $15,835 Shares 145,218 Est. Cost $109.04 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $12,112 Shares 8,064 Est. Cost $74.17 Unrealized +12.1%
V VISA INC 1.0%
Value ($000) $9,403 Shares 71,271 Est. Cost $119.81 Unrealized +9.7%
AAPL APPLE INC 0.9%
Value ($000) $8,506 Shares 53,923 Est. Cost $37.38 Unrealized +23.1%
MSFT MICROSOFT CORP 0.9%
Value ($000) $7,972 Shares 78,491 Est. Cost $79.38 Unrealized +26.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $7,598 Shares 7,271 Est. Cost $52.19 Unrealized +2.8%
CME CME GROUP INC 0.8%
Value ($000) $7,410 Shares 39,389 Est. Cost $118.75 Unrealized +19.8%
T AT&T INC 0.7%
Value ($000) $6,781 Shares 237,589 Est. Cost $14.30 Unrealized -2.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,751 Shares 69,155 Est. Cost $85.45 Unrealized +2.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $6,523 Shares 50,546 Est. Cost $95.63 Unrealized +19.4%
IEV ISHARES TR 0.7%
Value ($000) $6,386 Shares 163,246 Est. Cost $39.12 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $6,141 Shares 56,010 Est. Cost $92.40 Unrealized +18.1%
CRM SALESFORCE COM INC 0.7%
Value ($000) $6,104 Shares 44,565 Est. Cost $121.77 Unrealized +11.6%
INTC INTEL CORP 0.6%
Value ($000) $5,913 Shares 125,987 Est. Cost $42.18 Unrealized -4.7%
PFE PFIZER INC 0.6%
Value ($000) $5,852 Shares 134,070 Est. Cost $23.26 Unrealized +29.1%
VEA VANGUARD TAX MANAGED INTL FD 0.6%
Value ($000) $5,821 Shares 156,889 Est. Cost $37.10 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,690 Shares 61,897 Est. Cost $61.23 Unrealized +22.1%
META FACEBOOK INC 0.6%
Value ($000) $5,618 Shares 42,856 Est. Cost $141.16 Unrealized +1.9%
ECL ECOLAB INC 0.6%
Value ($000) $5,374 Shares 36,474 Est. Cost $131.53 Unrealized +7.6%
ABT ABBOTT LABS 0.6%
Value ($000) $5,216 Shares 72,117 Est. Cost $49.88 Unrealized +24.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $5,072 Shares 16,758 Est. Cost $355.03 Unrealized
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $5,024 Shares 31,757 Est. Cost $111.77 Unrealized +15.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,749 Shares 43,649 Est. Cost $85.93 Unrealized -1.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.5%
Value ($000) $4,736 Shares 54,498 Est. Cost $88.78 Unrealized -0.1%
NEAR ISHARES US ETF TR 0.5%
Value ($000) $4,722 Shares 94,722 Est. Cost $50.16 Unrealized
JPST JP MORGAN EXCHANGE TRADED FD 0.5%
Value ($000) $4,713 Shares 94,007 Est. Cost $50.13 Unrealized
MMM 3M CO 0.5%
Value ($000) $4,480 Shares 23,513 Est. Cost $119.05 Unrealized +7.7%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,393 Shares 11,166 Est. Cost $117.57 Unrealized +7.7%
DHR DANAHER CORP DEL 0.5%
Value ($000) $4,300 Shares 41,703 Est. Cost $84.13 Unrealized +4.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,279 Shares 62,749 Est. Cost $55.85 Unrealized +1.0%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,156 Shares 103,816 Est. Cost $33.48 Unrealized +6.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $3,911 Shares 29,600 Est. Cost $110.22 Unrealized +6.8%
VFC V F CORP 0.4%
Value ($000) $3,864 Shares 54,169 Est. Cost $72.27 Unrealized +5.8%
SPAB SPDR SERIES TRUST 0.4%
Value ($000) $3,860 Shares 138,610 Est. Cost $27.89 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $3,841 Shares 39,378 Est. Cost $81.43 Unrealized +0.8%
SCHW SCHWAB CHARLES CORP NEW 0.4%
Value ($000) $3,661 Shares 88,146 Est. Cost $45.33 Unrealized -9.8%
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $3,576 Shares 23,979 Est. Cost $150.92 Unrealized -3.6%
HSY HERSHEY CO 0.4%
Value ($000) $3,526 Shares 32,900 Est. Cost $76.97 Unrealized +17.0%
BLACKROCK INC 0.4%
Value ($000) $3,409 Shares 8,678 Est. Cost $485.17 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $3,344 Shares 37,575 Est. Cost $72.68 Unrealized +9.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,176 Shares 50,773 Est. Cost $53.16 Unrealized -0.3%
BOTZ GLOBAL X FDS 0.3%
Value ($000) $2,830 Shares 169,082 Est. Cost $16.74 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $2,731 Shares 45,535 Est. Cost $59.98 Unrealized
IWO ISHARES TR 0.3%
Value ($000) $2,660 Shares 15,834 Est. Cost $203.58 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,638 Shares 31,369 Est. Cost $87.86 Unrealized -5.4%
GENERAL ELECTRIC CO 0.3%
Value ($000) $2,455 Shares 324,340 Est. Cost $7.57 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,297 Shares 17,995 Est. Cost $140.52 Unrealized
CONCHO RES INC 0.2%
Value ($000) $1,721 Shares 16,746 Est. Cost $137.44 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,655 Shares 10,294 Est. Cost $176.90 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,462 Shares 16,894 Est. Cost $83.47 Unrealized
IEUR ISHARES TR 0.1%
Value ($000) $895 Shares 21,661 Est. Cost $41.32 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $890 Shares 6,419 Est. Cost $135.23 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $879 Shares 849 Est. Cost $48.93 Unrealized +8.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $878 Shares 4,309 Est. Cost $126.60 Unrealized +59.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $767 Shares 1,602 Est. Cost $152.50 Unrealized +11.1%
DJCO DAILY JOURNAL CORP 0.1%
Value ($000) $752 Shares 3,213 Est. Cost $191.25 Unrealized +23.0%
AIVL WISDOMTREE TR 0.1%
Value ($000) $687 Shares 8,923 Est. Cost $86.85 Unrealized
BA BOEING CO 0.1%
Value ($000) $602 Shares 1,867 Est. Cost $186.97 Unrealized +79.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $556 Shares 12,066 Est. Cost $37.42 Unrealized +12.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $554 Shares 3,592 Est. Cost $154.23 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $535 Shares 12,337 Est. Cost $27.07 Unrealized +36.3%
EEM ISHARES TR 0.1%
Value ($000) $523 Shares 13,380 Est. Cost $39.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $520 Shares 4,573 Est. Cost $102.75 Unrealized -14.4%
VIG VANGUARD GROUP 0.1%
Value ($000) $489 Shares 4,997 Est. Cost $83.95 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $452 Shares 11,335 Est. Cost $39.88 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $397 Shares 6,413 Est. Cost $68.56 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $389 Shares 2,262 Est. Cost $155.00 Unrealized -3.0%
AFL AFLAC INC 0.0%
Value ($000) $364 Shares 8,000 Est. Cost $34.04 Unrealized +10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $364 Shares 1,782 Est. Cost $177.73 Unrealized +17.5%
UNP UNION PAC CORP 0.0%
Value ($000) $359 Shares 2,598 Est. Cost $92.45 Unrealized +36.8%
INTU INTUIT 0.0%
Value ($000) $359 Shares 1,825 Est. Cost $185.80 Unrealized +6.8%
IWF ISHARES TR 0.0%
Value ($000) $352 Shares 2,692 Est. Cost $130.76 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $349 Shares 4,471 Est. Cost $83.06 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $321 Shares 2,433 Est. Cost $131.94 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $319 Shares 2,997 Est. Cost $125.16 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $306 Shares 1 Est. Cost $292921.40 Unrealized +6.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $285 Shares 5,074 Est. Cost $32.71 Unrealized +18.0%
ABBV ABBVIE INC 0.0%
Value ($000) $281 Shares 3,052 Est. Cost $58.52 Unrealized +10.7%
IWN ISHARES TR 0.0%
Value ($000) $278 Shares 2,585 Est. Cost $127.54 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $257 Shares 1,450 Est. Cost $119.26 Unrealized +25.9%
SYY SYSCO CORP 0.0%
Value ($000) $251 Shares 4,000 Est. Cost $41.82 Unrealized +33.3%
IJR ISHARES TR 0.0%
Value ($000) $236 Shares 3,399 Est. Cost $93.91 Unrealized
FIVN FIVE9 INC 0.0%
Value ($000) $230 Shares 5,268 Est. Cost $41.24 Unrealized -2.4%
O REALTY INCOME CORP 0.0%
Value ($000) $220 Shares 3,482 Est. Cost $42.39 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $214 Shares 1,100 Est. Cost $140.24 Unrealized +11.8%
NVDA NVIDIA CORP 0.0%
Value ($000) $207 Shares 1,550 Est. Cost $3.13 Unrealized +51.2%