Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $1,251,594 (100.0% shares, 0.0% debt)

Holdings (126)

SPY SPDR S&P 500 ETF TR 23.2%
Value ($000) $289,864 Shares 940,018 Est. Cost $262.10 Unrealized
VOO VANGUARD INDEX FDS 8.6%
Value ($000) $108,205 Shares 381,770 Est. Cost $252.50 Unrealized
EFA ISHARES TR 8.2%
Value ($000) $102,895 Shares 1,690,398 Est. Cost $64.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 7.0%
Value ($000) $87,043 Shares 2,197,490 Est. Cost $41.71 Unrealized
IWM ISHARES TR 4.9%
Value ($000) $61,529 Shares 429,729 Est. Cost $144.32 Unrealized
IJH ISHARES TR 4.4%
Value ($000) $55,667 Shares 313,055 Est. Cost $178.08 Unrealized
XLK SELECT SECTOR SPDR TR 3.7%
Value ($000) $46,684 Shares 446,782 Est. Cost $80.36 Unrealized
VNQ VANGUARD INDEX FDS 2.5%
Value ($000) $30,922 Shares 393,765 Est. Cost $84.60 Unrealized
OEF ISHARES TR 2.4%
Value ($000) $29,956 Shares 210,335 Est. Cost $118.27 Unrealized
ICSH ISHARES TR 2.0%
Value ($000) $25,164 Shares 497,697 Est. Cost $50.35 Unrealized
AGG ISHARES TR 1.9%
Value ($000) $23,749 Shares 200,902 Est. Cost $115.42 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $22,920 Shares 74,008 Est. Cost $271.05 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $19,243 Shares 52,750 Est. Cost $41.32 Unrealized +81.7%
BIV VANGUARD BD INDEX FDS 1.4%
Value ($000) $17,714 Shares 190,086 Est. Cost $93.19 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $16,993 Shares 6,159 Est. Cost $76.49 Unrealized +57.9%
MSFT MICROSOFT CORP 1.1%
Value ($000) $14,257 Shares 70,054 Est. Cost $81.22 Unrealized +113.1%
V VISA INC 1.0%
Value ($000) $12,802 Shares 66,275 Est. Cost $121.87 Unrealized +44.0%
NEAR ISHARES U S ETF TR 1.0%
Value ($000) $12,131 Shares 242,562 Est. Cost $50.16 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $10,634 Shares 7,499 Est. Cost $53.61 Unrealized +24.8%
JPST J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $8,983 Shares 177,080 Est. Cost $50.24 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $8,490 Shares 37,390 Est. Cost $145.58 Unrealized +42.4%
CRM SALESFORCE COM INC 0.6%
Value ($000) $7,814 Shares 41,710 Est. Cost $124.23 Unrealized +34.0%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $7,399 Shares 69,865 Est. Cost $88.06 Unrealized +4.6%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $7,331 Shares 52,131 Est. Cost $97.81 Unrealized +27.0%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $7,301 Shares 77,621 Est. Cost $86.68 Unrealized -5.7%
INTC INTEL CORP 0.6%
Value ($000) $6,948 Shares 116,127 Est. Cost $42.41 Unrealized +25.4%
DHR DANAHER CORPORATION 0.6%
Value ($000) $6,926 Shares 39,168 Est. Cost $87.56 Unrealized +59.9%
ECL ECOLAB INC 0.5%
Value ($000) $6,758 Shares 33,970 Est. Cost $136.55 Unrealized +33.4%
ABT ABBOTT LABS 0.5%
Value ($000) $6,596 Shares 72,143 Est. Cost $53.14 Unrealized +54.2%
DIS DISNEY WALT CO 0.5%
Value ($000) $6,382 Shares 57,235 Est. Cost $96.56 Unrealized +11.7%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $6,323 Shares 52,880 Est. Cost $63.79 Unrealized +59.2%
CME CME GROUP INC 0.5%
Value ($000) $6,251 Shares 38,456 Est. Cost $120.29 Unrealized +20.0%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $5,688 Shares 9,844 Est. Cost $121.95 Unrealized +40.7%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $5,606 Shares 32,173 Est. Cost $89.58 Unrealized +53.9%
T AT&T INC 0.4%
Value ($000) $5,420 Shares 179,308 Est. Cost $14.36 Unrealized +7.9%
BLACKROCK INC 0.4%
Value ($000) $4,973 Shares 9,140 Est. Cost $485.01 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $4,903 Shares 33,907 Est. Cost $115.12 Unrealized +2.4%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4,779 Shares 42,985 Est. Cost $82.18 Unrealized -3.0%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $4,739 Shares 12,473 Est. Cost $6.22 Unrealized +29.5%
PH PARKER HANNIFIN CORP 0.4%
Value ($000) $4,671 Shares 25,487 Est. Cost $152.15 Unrealized -1.8%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $4,644 Shares 29,667 Est. Cost $157.38 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $4,579 Shares 31,422 Est. Cost $152.30 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $4,577 Shares 34,135 Est. Cost $118.70 Unrealized -1.6%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $4,529 Shares 27,629 Est. Cost $167.59 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $4,451 Shares 88,042 Est. Cost $46.63 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $4,405 Shares 86,148 Est. Cost $33.48 Unrealized +33.1%
CB CHUBB LIMITED 0.3%
Value ($000) $4,349 Shares 34,344 Est. Cost $118.54 Unrealized -10.4%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $4,327 Shares 21,411 Est. Cost $166.26 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $4,284 Shares 131,008 Est. Cost $23.26 Unrealized +11.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $4,239 Shares 47,505 Est. Cost $86.35 Unrealized -19.1%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $4,181 Shares 2,626 Est. Cost $1497.60 Unrealized 0.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $4,114 Shares 63,325 Est. Cost $50.18 Unrealized +4.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $3,669 Shares 11,307 Est. Cost $355.03 Unrealized
IWV ISHARES TR 0.3%
Value ($000) $3,310 Shares 18,381 Est. Cost $188.51 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $3,267 Shares 42,462 Est. Cost $51.15 Unrealized +20.2%
HSY HERSHEY CO 0.3%
Value ($000) $3,138 Shares 24,207 Est. Cost $76.97 Unrealized +52.9%
MUB ISHARES TR 0.2%
Value ($000) $2,811 Shares 24,356 Est. Cost $109.47 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $2,767 Shares 27,454 Est. Cost $94.97 Unrealized +3.4%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $2,760 Shares 71,147 Est. Cost $39.79 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $2,638 Shares 61,007 Est. Cost $48.87 Unrealized
MRK MERCK & CO. INC 0.2%
Value ($000) $2,632 Shares 34,030 Est. Cost $64.85 Unrealized -3.0%
ESGD ISHARES TR 0.2%
Value ($000) $2,615 Shares 43,159 Est. Cost $61.04 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $2,298 Shares 13,134 Est. Cost $171.77 Unrealized -11.6%
GENERAL ELECTRIC CO 0.2%
Value ($000) $2,091 Shares 306,151 Est. Cost $7.56 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $1,958 Shares 63,461 Est. Cost $28.19 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $1,887 Shares 10,992 Est. Cost $154.22 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,807 Shares 18,062 Est. Cost $84.22 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $1,658 Shares 51,674 Est. Cost $32.09 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,655 Shares 7,706 Est. Cost $176.57 Unrealized -1.1%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,616 Shares 8,484 Est. Cost $132.96 Unrealized +25.7%
ESML ISHARES TR 0.1%
Value ($000) $1,499 Shares 59,808 Est. Cost $25.06 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,451 Shares 7,014 Est. Cost $203.58 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,365 Shares 28,660 Est. Cost $53.76 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,332 Shares 5,316 Est. Cost $178.22 Unrealized +12.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,315 Shares 23,851 Est. Cost $38.79 Unrealized +5.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,274 Shares 4,202 Est. Cost $131.47 Unrealized +112.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,269 Shares 27,201 Est. Cost $36.05 Unrealized +2.6%
GOOG ALPHABET INC 0.1%
Value ($000) $1,152 Shares 815 Est. Cost $53.18 Unrealized +25.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,143 Shares 3,876 Est. Cost $219.69 Unrealized +18.9%
EEM ISHARES TR 0.1%
Value ($000) $1,111 Shares 27,779 Est. Cost $41.05 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $946 Shares 8,069 Est. Cost $95.46 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $864 Shares 3,491 Est. Cost $190.49 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $858 Shares 13,484 Est. Cost $52.30 Unrealized +10.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $784 Shares 9,483 Est. Cost $81.04 Unrealized
FISV FISERV INC 0.1%
Value ($000) $783 Shares 8,021 Est. Cost $102.71 Unrealized -2.0%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $783 Shares 9,778 Est. Cost $64.62 Unrealized +2.7%
SPDR SER TR 0.1%
Value ($000) $744 Shares 12,614 Est. Cost $60.13 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $713 Shares 9,738 Est. Cost $62.29 Unrealized +0.1%
ORCL ORACLE CORP 0.1%
Value ($000) $672 Shares 12,157 Est. Cost $48.69 Unrealized +0.6%
ABBV ABBVIE INC 0.1%
Value ($000) $653 Shares 6,653 Est. Cost $61.50 Unrealized +14.6%
IWF ISHARES TR 0.0%
Value ($000) $602 Shares 3,136 Est. Cost $135.40 Unrealized
FIVN FIVE9 INC 0.0%
Value ($000) $583 Shares 5,268 Est. Cost $41.24 Unrealized +136.0%
AIVL WISDOMTREE TR 0.0%
Value ($000) $559 Shares 7,575 Est. Cost $86.85 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $535 Shares 3,741 Est. Cost $147.82 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $464 Shares 2,742 Est. Cost $98.50 Unrealized +43.6%
DJCO DAILY JOURNAL CORP 0.0%
Value ($000) $436 Shares 1,613 Est. Cost $191.25 Unrealized +39.0%
INTU INTUIT 0.0%
Value ($000) $422 Shares 1,426 Est. Cost $214.15 Unrealized +23.7%
PEP PEPSICO INC 0.0%
Value ($000) $410 Shares 3,100 Est. Cost $101.20 Unrealized +9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $401 Shares 2,249 Est. Cost $190.35 Unrealized -4.1%
HARPOON THERAPEUTICS INC 0.0%
Value ($000) $382 Shares 23,042 Est. Cost $16.58 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $355 Shares 7,220 Est. Cost $55.69 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $349 Shares 2,887 Est. Cost $102.23 Unrealized -10.6%
IWD ISHARES TR 0.0%
Value ($000) $331 Shares 2,935 Est. Cost $122.39 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $315 Shares 1,575 Est. Cost $115.38 Unrealized +47.1%
AFL AFLAC INC 0.0%
Value ($000) $301 Shares 8,368 Est. Cost $34.38 Unrealized -8.1%
ADBE ADOBE INC 0.0%
Value ($000) $299 Shares 686 Est. Cost $342.05 Unrealized +8.3%
NFLX NETFLIX INC 0.0%
Value ($000) $298 Shares 654 Est. Cost $35.48 Unrealized +20.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $297 Shares 1,609 Est. Cost $124.44 Unrealized +29.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $275 Shares 6,153 Est. Cost $55.76 Unrealized -37.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $258 Shares 10,060 Est. Cost $38.05 Unrealized -37.0%
MCO MOODYS CORP 0.0%
Value ($000) $255 Shares 927 Est. Cost $242.42 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $233 Shares 706 Est. Cost $287.01 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $229 Shares 4,196 Est. Cost $45.18 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $228 Shares 1,041 Est. Cost $168.73 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $227 Shares 3,869 Est. Cost $45.19 Unrealized +6.1%
HOLX HOLOGIC INC 0.0%
Value ($000) $226 Shares 3,964 Est. Cost $49.07 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $223 Shares 1,073 Est. Cost $207.83 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $220 Shares 2,939 Est. Cost $74.86 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $218 Shares 3,662 Est. Cost $40.14 Unrealized 0.0%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $214 Shares 5,100 Est. Cost $34.45 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $208 Shares 1,133 Est. Cost $153.71 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $206 Shares 191 Est. Cost $54.10 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $201 Shares 5,944 Est. Cost $44.91 Unrealized -26.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $99 Shares 10,195 Est. Cost $10.84 Unrealized -24.2%
TRILLIUM THERAPEUTICS INC 0.0%
Value ($000) $97 Shares 11,990 Est. Cost $4.00 Unrealized
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $18 Shares 18,000 Est. Cost $1.00 Unrealized