Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 3, 2019

Total Value ($000): $979,600 (100.0% shares, 0.0% debt)

Holdings (103)

SPY SPDR S&P 500 ETF TR 21.4%
Value ($000) $209,944 Shares 743,217 Est. Cost $262.87 Unrealized
EFA ISHARES TR 9.2%
Value ($000) $90,016 Shares 1,387,852 Est. Cost $66.17 Unrealized
ICSH ISHARES TR 7.6%
Value ($000) $74,250 Shares 1,476,135 Est. Cost $50.23 Unrealized
IWM ISHARES TR 7.1%
Value ($000) $69,704 Shares 455,311 Est. Cost $160.50 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 7.0%
Value ($000) $68,825 Shares 1,283,815 Est. Cost $55.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.4%
Value ($000) $42,735 Shares 1,005,537 Est. Cost $41.55 Unrealized
VOO VANGUARD INDEX FDS 3.7%
Value ($000) $35,765 Shares 137,803 Est. Cost $247.48 Unrealized
VNQ VANGUARD INDEX FDS 3.4%
Value ($000) $33,415 Shares 384,475 Est. Cost $81.74 Unrealized
IJH ISHARES TR 3.2%
Value ($000) $30,959 Shares 163,458 Est. Cost $188.71 Unrealized
OEF ISHARES TR 2.1%
Value ($000) $20,817 Shares 166,167 Est. Cost $115.91 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $19,240 Shares 67,614 Est. Cost $270.38 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $11,371 Shares 6,385 Est. Cost $74.17 Unrealized +12.2%
V VISA INC 1.1%
Value ($000) $10,856 Shares 69,503 Est. Cost $119.81 Unrealized +14.7%
AAPL APPLE INC 1.0%
Value ($000) $9,598 Shares 50,527 Est. Cost $37.38 Unrealized +8.2%
MSFT MICROSOFT CORP 0.9%
Value ($000) $9,256 Shares 78,481 Est. Cost $79.38 Unrealized +28.9%
GOOGL ALPHABET INC 0.9%
Value ($000) $8,437 Shares 7,169 Est. Cost $52.19 Unrealized +7.4%
JPST JP MORGAN EXCHANGE TRADED FD 0.8%
Value ($000) $7,696 Shares 153,007 Est. Cost $50.19 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $7,677 Shares 46,058 Est. Cost $142.33 Unrealized +11.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,920 Shares 68,354 Est. Cost $85.45 Unrealized -0.1%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $6,903 Shares 49,378 Est. Cost $95.63 Unrealized +15.4%
CRM SALESFORCE COM INC 0.7%
Value ($000) $6,826 Shares 43,104 Est. Cost $121.77 Unrealized +25.8%
INTC INTEL CORP 0.7%
Value ($000) $6,592 Shares 122,751 Est. Cost $42.18 Unrealized +3.9%
CME CME GROUP INC 0.6%
Value ($000) $6,346 Shares 38,559 Est. Cost $118.75 Unrealized +16.2%
ECL ECOLAB INC 0.6%
Value ($000) $6,247 Shares 35,386 Est. Cost $131.53 Unrealized +14.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $6,111 Shares 58,731 Est. Cost $61.23 Unrealized +34.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $6,032 Shares 54,326 Est. Cost $92.40 Unrealized +16.8%
T AT&T INC 0.6%
Value ($000) $5,884 Shares 187,639 Est. Cost $14.30 Unrealized -1.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $5,771 Shares 16,708 Est. Cost $355.03 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $5,687 Shares 133,904 Est. Cost $23.26 Unrealized +25.7%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $5,664 Shares 45,978 Est. Cost $86.01 Unrealized +1.7%
ABT ABBOTT LABS 0.6%
Value ($000) $5,586 Shares 69,882 Est. Cost $49.88 Unrealized +32.5%
DHR DANAHER CORPORATION 0.5%
Value ($000) $5,370 Shares 40,675 Est. Cost $84.13 Unrealized +18.1%
CB CHUBB LIMITED 0.5%
Value ($000) $5,208 Shares 37,182 Est. Cost $118.54 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $5,119 Shares 63,356 Est. Cost $55.85 Unrealized -0.8%
MUB ISHARES TR 0.5%
Value ($000) $5,104 Shares 45,904 Est. Cost $109.04 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $4,909 Shares 98,334 Est. Cost $33.48 Unrealized +15.8%
MMM 3M CO 0.5%
Value ($000) $4,831 Shares 23,253 Est. Cost $119.05 Unrealized +10.1%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,669 Shares 10,840 Est. Cost $117.57 Unrealized +11.3%
VEA VANGUARD TAX MANAGED INTL FD 0.5%
Value ($000) $4,600 Shares 112,541 Est. Cost $37.10 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $4,558 Shares 28,679 Est. Cost $110.22 Unrealized +9.9%
VFC V F CORP 0.5%
Value ($000) $4,541 Shares 52,247 Est. Cost $72.27 Unrealized +7.9%
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $4,406 Shares 25,672 Est. Cost $150.84 Unrealized -0.7%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,404 Shares 39,416 Est. Cost $81.43 Unrealized -0.6%
NOK NOKIA CORP 0.4%
Value ($000) $4,280 Shares 748,231 Est. Cost $5.72 Unrealized
NEAR ISHARES US ETF TR 0.4%
Value ($000) $4,162 Shares 82,848 Est. Cost $50.16 Unrealized
SPAB SPDR SERIES TRUST 0.4%
Value ($000) $3,956 Shares 138,610 Est. Cost $27.89 Unrealized
CONCHO RES INC 0.4%
Value ($000) $3,955 Shares 35,643 Est. Cost $123.40 Unrealized
WY WEYERHAEUSER CO 0.4%
Value ($000) $3,877 Shares 147,185 Est. Cost $19.29 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $3,867 Shares 37,218 Est. Cost $72.68 Unrealized +19.7%
SCHW THE CHARLES SCHWAB CORPORATI 0.4%
Value ($000) $3,773 Shares 88,230 Est. Cost $45.33 Unrealized -9.7%
BLACKROCK INC 0.4%
Value ($000) $3,734 Shares 8,736 Est. Cost $485.17 Unrealized
HSY HERSHEY CO 0.4%
Value ($000) $3,582 Shares 31,193 Est. Cost $76.97 Unrealized +20.6%
GENERAL ELECTRIC CO 0.3%
Value ($000) $3,265 Shares 326,832 Est. Cost $7.57 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $3,255 Shares 31,349 Est. Cost $87.86 Unrealized +7.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,190 Shares 49,077 Est. Cost $53.16 Unrealized -4.3%
IWO ISHARES TR 0.3%
Value ($000) $3,114 Shares 15,834 Est. Cost $203.58 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $3,109 Shares 46,634 Est. Cost $60.13 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $2,832 Shares 25,963 Est. Cost $106.49 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,251 Shares 15,559 Est. Cost $140.52 Unrealized
IEV ISHARES TR 0.2%
Value ($000) $2,208 Shares 50,893 Est. Cost $39.12 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $2,195 Shares 12,522 Est. Cost $172.21 Unrealized -12.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,550 Shares 16,894 Est. Cost $83.47 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,043 Shares 4,309 Est. Cost $126.60 Unrealized +56.7%
IWB ISHARES TR 0.1%
Value ($000) $1,018 Shares 6,469 Est. Cost $135.23 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $914 Shares 1,602 Est. Cost $152.50 Unrealized +16.5%
IEUR ISHARES TR 0.1%
Value ($000) $895 Shares 19,505 Est. Cost $41.32 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $839 Shares 715 Est. Cost $48.93 Unrealized +13.8%
AIVL WISDOMTREE TR 0.1%
Value ($000) $753 Shares 8,804 Est. Cost $86.85 Unrealized
BA BOEING CO 0.1%
Value ($000) $712 Shares 1,867 Est. Cost $186.97 Unrealized +100.7%
DJCO DAILY JOURNAL CORP 0.1%
Value ($000) $688 Shares 3,213 Est. Cost $191.25 Unrealized +15.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $681 Shares 4,828 Est. Cost $102.32 Unrealized -7.5%
VIG VANGUARD GROUP 0.1%
Value ($000) $675 Shares 6,158 Est. Cost $88.79 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $671 Shares 12,433 Est. Cost $27.07 Unrealized +45.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $593 Shares 3,301 Est. Cost $154.23 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $537 Shares 11,121 Est. Cost $37.42 Unrealized +8.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $475 Shares 6,413 Est. Cost $68.56 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $457 Shares 3,701 Est. Cost $120.47 Unrealized
INTU INTUIT 0.0%
Value ($000) $451 Shares 1,725 Est. Cost $185.80 Unrealized +19.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $440 Shares 2,629 Est. Cost $92.98 Unrealized +48.5%
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $430 Shares 5,021 Est. Cost $83.34 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $428 Shares 2,827 Est. Cost $131.74 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $415 Shares 2,162 Est. Cost $155.00 Unrealized -0.2%
AFL AFLAC INC 0.0%
Value ($000) $400 Shares 8,000 Est. Cost $34.04 Unrealized +20.4%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $388 Shares 3,011 Est. Cost $125.16 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $364 Shares 2,380 Est. Cost $131.94 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $331 Shares 5,601 Est. Cost $33.30 Unrealized +17.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $328 Shares 1,634 Est. Cost $177.73 Unrealized +13.6%
PEP PEPSICO INC 0.0%
Value ($000) $321 Shares 2,621 Est. Cost $92.45 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $301 Shares 1 Est. Cost $292921.40 Unrealized +3.4%
IWN ISHARES TR 0.0%
Value ($000) $290 Shares 2,418 Est. Cost $127.54 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $279 Shares 1,468 Est. Cost $119.69 Unrealized +29.2%
FIVN FIVE9 INC 0.0%
Value ($000) $278 Shares 5,268 Est. Cost $41.24 Unrealized +23.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $268 Shares 5,611 Est. Cost $38.30 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $267 Shares 4,000 Est. Cost $41.82 Unrealized +29.4%
O REALTY INCOME CORP 0.0%
Value ($000) $256 Shares 3,482 Est. Cost $42.39 Unrealized +12.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $249 Shares 1,333 Est. Cost $150.47 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $243 Shares 5,811 Est. Cost $41.82 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $242 Shares 3,000 Est. Cost $58.52 Unrealized +4.3%
AMGN AMGEN INC 0.0%
Value ($000) $234 Shares 1,230 Est. Cost $141.77 Unrealized +9.1%
IEMG ISHARES INC 0.0%
Value ($000) $217 Shares 4,199 Est. Cost $51.68 Unrealized
MBI MBIA INC 0.0%
Value ($000) $133 Shares 14,000 Est. Cost $4.28 Unrealized 0.0%
VOXX INTL CORP 0.0%
Value ($000) $60 Shares 13,000 Est. Cost $4.62 Unrealized
FLL FULL HOUSE RESORTS INC 0.0%
Value ($000) $32 Shares 15,804 Est. Cost $2.22 Unrealized 0.0%