Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $1,103,701 (100.0% shares, 0.0% debt)

Holdings (135)

SPY SPDR S&P 500 ETF TR 21.3%
Value ($000) $234,566 Shares 728,782 Est. Cost $263.74 Unrealized
EFA ISHARES TR 8.9%
Value ($000) $98,579 Shares 1,419,629 Est. Cost $66.19 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 7.8%
Value ($000) $86,595 Shares 1,947,260 Est. Cost $42.67 Unrealized
IWM ISHARES TR 7.0%
Value ($000) $77,458 Shares 467,544 Est. Cost $160.37 Unrealized
VOO VANGUARD INDEX FDS 6.4%
Value ($000) $70,181 Shares 237,260 Est. Cost $262.78 Unrealized
VNQ VANGUARD INDEX FDS 4.9%
Value ($000) $54,291 Shares 585,094 Est. Cost $85.50 Unrealized
OEF ISHARES TR 2.4%
Value ($000) $26,190 Shares 181,760 Est. Cost $117.72 Unrealized
AGG ISHARES TR 2.2%
Value ($000) $24,528 Shares 218,276 Est. Cost $111.88 Unrealized
IVV ISHARES TR 1.9%
Value ($000) $21,246 Shares 65,728 Est. Cost $274.61 Unrealized
ICSH ISHARES TR 1.6%
Value ($000) $17,501 Shares 347,719 Est. Cost $50.30 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 1.4%
Value ($000) $15,071 Shares 342,056 Est. Cost $39.79 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $15,044 Shares 51,230 Est. Cost $38.36 Unrealized +61.7%
V VISA INC 1.2%
Value ($000) $13,049 Shares 69,449 Est. Cost $121.87 Unrealized +41.6%
JPST JP MORGAN EXCHANGE TRADED FD 1.1%
Value ($000) $11,702 Shares 232,037 Est. Cost $50.28 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $11,246 Shares 71,316 Est. Cost $79.38 Unrealized +75.4%
AMZN AMAZON COM INC 1.0%
Value ($000) $10,888 Shares 5,892 Est. Cost $74.17 Unrealized +19.3%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $10,781 Shares 77,339 Est. Cost $86.73 Unrealized +25.3%
GOOGL ALPHABET INC 0.9%
Value ($000) $10,232 Shares 7,639 Est. Cost $53.41 Unrealized +19.9%
META FACEBOOK INC 0.9%
Value ($000) $9,788 Shares 47,686 Est. Cost $145.58 Unrealized +32.1%
NEAR ISHARES US ETF TR 0.9%
Value ($000) $9,771 Shares 194,449 Est. Cost $50.25 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $8,041 Shares 55,596 Est. Cost $96.01 Unrealized +41.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $7,896 Shares 54,134 Est. Cost $97.81 Unrealized +16.7%
CME CME GROUP INC 0.7%
Value ($000) $7,610 Shares 37,913 Est. Cost $120.29 Unrealized +34.7%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $7,439 Shares 41,750 Est. Cost $167.59 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $7,049 Shares 56,439 Est. Cost $63.79 Unrealized +65.0%
INTC INTEL CORP 0.6%
Value ($000) $6,968 Shares 116,430 Est. Cost $42.18 Unrealized +16.8%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $6,939 Shares 42,408 Est. Cost $157.38 Unrealized
T AT&T INC 0.6%
Value ($000) $6,923 Shares 177,159 Est. Cost $14.31 Unrealized +31.8%
ABT ABBOTT LABS 0.6%
Value ($000) $6,506 Shares 74,900 Est. Cost $52.83 Unrealized +42.5%
CRM SALESFORCE COM INC 0.6%
Value ($000) $6,496 Shares 39,943 Est. Cost $121.77 Unrealized +27.2%
DHR DANAHER CORPORATION 0.6%
Value ($000) $6,321 Shares 41,186 Est. Cost $87.56 Unrealized +40.4%
BNDX VANGUARD CHARLOTTE FDS 0.6%
Value ($000) $6,229 Shares 110,096 Est. Cost $56.58 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $6,034 Shares 31,266 Est. Cost $131.53 Unrealized +35.1%
HON HONEYWELL INTL INC 0.5%
Value ($000) $5,870 Shares 33,165 Est. Cost $115.08 Unrealized +25.1%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,804 Shares 48,160 Est. Cost $86.35 Unrealized +3.8%
CB CHUBB LIMITED 0.5%
Value ($000) $5,604 Shares 36,003 Est. Cost $118.54 Unrealized +16.8%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,527 Shares 9,471 Est. Cost $117.57 Unrealized +53.6%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $5,493 Shares 33,163 Est. Cost $152.30 Unrealized
VFC V F CORP 0.5%
Value ($000) $5,409 Shares 54,275 Est. Cost $73.83 Unrealized +21.4%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $5,399 Shares 26,230 Est. Cost $152.15 Unrealized +16.8%
PFE PFIZER INC 0.5%
Value ($000) $5,082 Shares 129,704 Est. Cost $23.26 Unrealized +14.8%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,830 Shares 87,686 Est. Cost $33.48 Unrealized +37.0%
WY WEYERHAEUSER CO 0.4%
Value ($000) $4,783 Shares 158,362 Est. Cost $19.65 Unrealized +17.6%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,769 Shares 40,740 Est. Cost $82.22 Unrealized +12.9%
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $4,623 Shares 33,240 Est. Cost $118.59 Unrealized 0.0%
BLACKROCK INC 0.4%
Value ($000) $4,588 Shares 9,126 Est. Cost $485.99 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $4,465 Shares 63,980 Est. Cost $55.76 Unrealized -6.6%
CVS CVS HEALTH CORP 0.4%
Value ($000) $4,379 Shares 58,944 Est. Cost $49.86 Unrealized +15.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $4,376 Shares 11,657 Est. Cost $355.03 Unrealized
SCHW THE CHARLES SCHWAB CORPORATI 0.4%
Value ($000) $4,231 Shares 88,951 Est. Cost $45.25 Unrealized -10.5%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $4,111 Shares 36,072 Est. Cost $73.37 Unrealized +39.1%
SPAB SPDR SERIES TRUST 0.4%
Value ($000) $4,072 Shares 138,610 Est. Cost $27.89 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $3,894 Shares 21,376 Est. Cost $166.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,882 Shares 72,216 Est. Cost $53.76 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $3,788 Shares 33,256 Est. Cost $109.04 Unrealized
MMM 3M CO 0.3%
Value ($000) $3,777 Shares 21,410 Est. Cost $119.05 Unrealized -6.1%
HSY HERSHEY CO 0.3%
Value ($000) $3,675 Shares 25,004 Est. Cost $76.97 Unrealized +66.9%
IWV ISHARES TR 0.3%
Value ($000) $3,654 Shares 19,384 Est. Cost $188.51 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $3,644 Shares 33,691 Est. Cost $89.58 Unrealized +16.1%
GENERAL ELECTRIC CO 0.3%
Value ($000) $3,503 Shares 313,930 Est. Cost $7.57 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $3,379 Shares 46,634 Est. Cost $60.13 Unrealized
IWO ISHARES TR 0.3%
Value ($000) $3,064 Shares 14,305 Est. Cost $203.58 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,959 Shares 45,530 Est. Cost $51.15 Unrealized +0.2%
ACWX ISHARES TR 0.3%
Value ($000) $2,871 Shares 58,458 Est. Cost $49.11 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $2,549 Shares 13,435 Est. Cost $172.05 Unrealized -0.8%
IWB ISHARES TR 0.2%
Value ($000) $2,101 Shares 11,775 Est. Cost $154.22 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,868 Shares 18,343 Est. Cost $84.22 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $1,672 Shares 8,123 Est. Cost $188.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,618 Shares 7,685 Est. Cost $176.60 Unrealized +1.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,506 Shares 24,530 Est. Cost $38.79 Unrealized +10.3%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $1,505 Shares 27,026 Est. Cost $55.69 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,346 Shares 28,072 Est. Cost $36.04 Unrealized +7.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,326 Shares 8,502 Est. Cost $132.96 Unrealized +9.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,218 Shares 4,145 Est. Cost $126.60 Unrealized +114.5%
GOOG ALPHABET INC 0.1%
Value ($000) $1,218 Shares 911 Est. Cost $53.18 Unrealized +20.4%
HD HOME DEPOT INC 0.1%
Value ($000) $1,182 Shares 5,413 Est. Cost $177.90 Unrealized +9.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,124 Shares 3,825 Est. Cost $218.90 Unrealized +8.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,021 Shares 17,568 Est. Cost $47.86 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,002 Shares 1,695 Est. Cost $154.10 Unrealized +21.5%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $983 Shares 13,577 Est. Cost $64.62 Unrealized -8.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $973 Shares 12,007 Est. Cost $81.04 Unrealized
FISV FISERV INC 0.1%
Value ($000) $959 Shares 8,291 Est. Cost $102.71 Unrealized +7.5%
VIG VANGUARD GROUP 0.1%
Value ($000) $922 Shares 7,393 Est. Cost $94.17 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $903 Shares 13,357 Est. Cost $52.30 Unrealized +11.4%
RIO RIO TINTO PLC 0.1%
Value ($000) $770 Shares 12,970 Est. Cost $52.09 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $745 Shares 8,050 Est. Cost $86.85 Unrealized
INVESCO QQQ TR 0.1%
Value ($000) $742 Shares 3,491 Est. Cost $212.55 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $733 Shares 13,007 Est. Cost $40.89 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $693 Shares 10,071 Est. Cost $62.29 Unrealized -5.1%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $692 Shares 12,326 Est. Cost $56.84 Unrealized -0.2%
UNILEVER PLC 0.1%
Value ($000) $676 Shares 11,818 Est. Cost $60.08 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $672 Shares 7,334 Est. Cost $79.90 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $613 Shares 11,395 Est. Cost $38.05 Unrealized +17.5%
MRK MERCK & CO INC 0.1%
Value ($000) $586 Shares 6,442 Est. Cost $63.78 Unrealized +5.9%
IWF ISHARES TR 0.1%
Value ($000) $569 Shares 3,236 Est. Cost $135.40 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $567 Shares 4,152 Est. Cost $100.69 Unrealized +12.0%
RAYTHEON CO 0.1%
Value ($000) $565 Shares 2,572 Est. Cost $196.07 Unrealized
CCK CROWN HOLDINGS INC 0.1%
Value ($000) $557 Shares 7,684 Est. Cost $60.88 Unrealized +11.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $557 Shares 2,461 Est. Cost $190.83 Unrealized +13.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $553 Shares 3,741 Est. Cost $147.82 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $551 Shares 6,220 Est. Cost $60.56 Unrealized +6.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $521 Shares 2,880 Est. Cost $98.50 Unrealized +51.6%
IWD ISHARES TR 0.0%
Value ($000) $515 Shares 3,772 Est. Cost $122.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $505 Shares 3,768 Est. Cost $102.23 Unrealized -2.3%
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $504 Shares 5,379 Est. Cost $84.03 Unrealized
DJCO DAILY JOURNAL CORP 0.0%
Value ($000) $468 Shares 1,613 Est. Cost $191.25 Unrealized +46.2%
ORCL ORACLE CORP 0.0%
Value ($000) $447 Shares 8,430 Est. Cost $49.26 Unrealized +2.4%
ESGD ISHARES TR 0.0%
Value ($000) $444 Shares 6,465 Est. Cost $64.19 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $437 Shares 2,920 Est. Cost $126.01 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $431 Shares 4,567 Est. Cost $53.69 Unrealized +13.9%
AFL AFLAC INC 0.0%
Value ($000) $430 Shares 8,126 Est. Cost $34.22 Unrealized +34.0%
BA BOEING CO 0.0%
Value ($000) $424 Shares 1,301 Est. Cost $186.97 Unrealized +87.8%
C CITIGROUP INC 0.0%
Value ($000) $382 Shares 4,786 Est. Cost $54.57 Unrealized +8.6%
SYY SYSCO CORP 0.0%
Value ($000) $377 Shares 4,402 Est. Cost $44.26 Unrealized +54.8%
INTU INTUIT 0.0%
Value ($000) $358 Shares 1,365 Est. Cost $196.76 Unrealized +27.8%
FIVN FIVE9 INC 0.0%
Value ($000) $345 Shares 5,268 Est. Cost $41.24 Unrealized +48.4%
GENERAL AMERN INVS INC 0.0%
Value ($000) $338 Shares 8,962 Est. Cost $37.71 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $298 Shares 4,650 Est. Cost $45.19 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $297 Shares 1,502 Est. Cost $121.50 Unrealized +41.5%
IUSV ISHARES TR 0.0%
Value ($000) $290 Shares 4,597 Est. Cost $63.08 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $288 Shares 4,931 Est. Cost $46.05 Unrealized +7.5%
NVDA NVIDIA CORP 0.0%
Value ($000) $267 Shares 1,135 Est. Cost $5.18 Unrealized 0.0%
EEM ISHARES TR 0.0%
Value ($000) $266 Shares 5,919 Est. Cost $44.94 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $256 Shares 3,482 Est. Cost $42.39 Unrealized +29.6%
IEMG ISHARES INC 0.0%
Value ($000) $252 Shares 4,691 Est. Cost $53.72 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $249 Shares 1,937 Est. Cost $127.54 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $247 Shares 1,272 Est. Cost $151.43 Unrealized +9.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $246 Shares 3,042 Est. Cost $80.87 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $245 Shares 4,161 Est. Cost $58.88 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $219 Shares 910 Est. Cost $182.69 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $213 Shares 899 Est. Cost $211.12 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $208 Shares 1,800 Est. Cost $115.13 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $208 Shares 1,073 Est. Cost $193.85 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $207 Shares 3,964 Est. Cost $49.21 Unrealized +1.2%
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $19 Shares 18,000 Est. Cost $1.00 Unrealized