Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 11, 2021

Total Value ($000): $1,496,643 (100.0% shares, 0.0% debt)

Holdings (139)

SPY SPDR S&P 500 ETF TR 20.8%
Value ($000) $311,360 Shares 832,781 Est. Cost $262.10 Unrealized
EFA ISHARES TR 8.4%
Value ($000) $125,599 Shares 1,721,475 Est. Cost $64.46 Unrealized
VOO VANGUARD INDEX FDS 8.3%
Value ($000) $124,137 Shares 361,190 Est. Cost $252.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 7.2%
Value ($000) $107,610 Shares 2,147,470 Est. Cost $41.71 Unrealized
IWM ISHARES TR 5.4%
Value ($000) $80,601 Shares 411,104 Est. Cost $144.32 Unrealized
IJH ISHARES TR 5.0%
Value ($000) $74,596 Shares 324,569 Est. Cost $179.90 Unrealized
BIV VANGUARD BD INDEX FDS 3.9%
Value ($000) $58,463 Shares 629,655 Est. Cost $93.38 Unrealized
IUSV ISHARES TR 3.4%
Value ($000) $50,947 Shares 819,218 Est. Cost $62.19 Unrealized
VNQ VANGUARD INDEX FDS 2.2%
Value ($000) $33,157 Shares 390,402 Est. Cost $84.61 Unrealized
ICSH ISHARES TR 1.9%
Value ($000) $28,527 Shares 564,673 Est. Cost $50.38 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $26,426 Shares 70,397 Est. Cost $271.05 Unrealized
AGG ISHARES TR 1.8%
Value ($000) $26,350 Shares 222,942 Est. Cost $115.77 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $26,271 Shares 197,991 Est. Cost $89.38 Unrealized +30.9%
AMZN AMAZON COM INC 1.3%
Value ($000) $18,934 Shares 5,813 Est. Cost $76.49 Unrealized +108.6%
NEAR ISHARES U S ETF TR 1.2%
Value ($000) $18,280 Shares 364,366 Est. Cost $50.14 Unrealized
OEF ISHARES TR 1.1%
Value ($000) $17,112 Shares 99,698 Est. Cost $118.27 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $14,878 Shares 66,893 Est. Cost $81.22 Unrealized +153.7%
V VISA INC 0.9%
Value ($000) $14,217 Shares 65,000 Est. Cost $121.87 Unrealized +61.8%
JPST J P MORGAN EXCHANGE-TRADED F 0.9%
Value ($000) $13,258 Shares 261,045 Est. Cost $50.41 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $12,761 Shares 7,281 Est. Cost $53.61 Unrealized +55.7%
META FACEBOOK INC 0.7%
Value ($000) $10,271 Shares 37,601 Est. Cost $145.58 Unrealized +87.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $10,213 Shares 80,373 Est. Cost $86.87 Unrealized +13.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $9,728 Shares 53,692 Est. Cost $96.56 Unrealized +45.2%
CRM SALESFORCE COM INC 0.6%
Value ($000) $8,884 Shares 39,924 Est. Cost $124.23 Unrealized +93.4%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $8,424 Shares 71,434 Est. Cost $88.48 Unrealized +21.4%
DHR DANAHER CORPORATION 0.6%
Value ($000) $8,326 Shares 37,479 Est. Cost $87.56 Unrealized +123.8%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $8,242 Shares 52,371 Est. Cost $97.81 Unrealized +30.4%
ABT ABBOTT LABS 0.5%
Value ($000) $7,609 Shares 69,495 Est. Cost $53.14 Unrealized +86.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $7,320 Shares 52,612 Est. Cost $63.79 Unrealized +93.1%
HON HONEYWELL INTL INC 0.5%
Value ($000) $7,264 Shares 34,151 Est. Cost $115.12 Unrealized +42.2%
ECL ECOLAB INC 0.5%
Value ($000) $7,232 Shares 33,425 Est. Cost $136.55 Unrealized +44.6%
CME CME GROUP INC 0.5%
Value ($000) $7,083 Shares 38,909 Est. Cost $120.74 Unrealized +14.7%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $7,019 Shares 29,972 Est. Cost $89.58 Unrealized +130.8%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $6,855 Shares 25,164 Est. Cost $152.15 Unrealized +52.1%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $6,836 Shares 40,594 Est. Cost $82.18 Unrealized +66.6%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $6,669 Shares 9,074 Est. Cost $121.95 Unrealized +85.9%
BLACKROCK INC 0.4%
Value ($000) $6,633 Shares 9,193 Est. Cost $485.01 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $6,471 Shares 12,391 Est. Cost $6.22 Unrealized +114.5%
TJX TJX COS INC NEW 0.4%
Value ($000) $6,178 Shares 90,463 Est. Cost $46.92 Unrealized +20.4%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $5,962 Shares 2,677 Est. Cost $1505.10 Unrealized +26.2%
INTC INTEL CORP 0.4%
Value ($000) $5,763 Shares 115,672 Est. Cost $42.41 Unrealized +3.8%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $5,713 Shares 27,629 Est. Cost $167.59 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $5,260 Shares 27,017 Est. Cost $152.30 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $5,256 Shares 27,002 Est. Cost $157.38 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $5,164 Shares 33,553 Est. Cost $118.80 Unrealized +9.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $5,090 Shares 87,046 Est. Cost $34.01 Unrealized +47.4%
PFE PFIZER INC 0.3%
Value ($000) $4,942 Shares 134,268 Est. Cost $23.42 Unrealized +22.3%
T AT&T INC 0.3%
Value ($000) $4,783 Shares 166,318 Est. Cost $14.36 Unrealized +7.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $4,748 Shares 11,307 Est. Cost $355.03 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $4,734 Shares 33,469 Est. Cost $118.70 Unrealized +7.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $4,446 Shares 65,098 Est. Cost $50.36 Unrealized +9.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $4,028 Shares 47,697 Est. Cost $85.63 Unrealized -24.1%
BA BOEING CO 0.3%
Value ($000) $3,870 Shares 18,081 Est. Cost $189.40 Unrealized +1.5%
IWV ISHARES TR 0.3%
Value ($000) $3,774 Shares 16,884 Est. Cost $188.51 Unrealized
ICLN ISHARES TR 0.2%
Value ($000) $3,659 Shares 129,556 Est. Cost $21.08 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $3,647 Shares 23,943 Est. Cost $76.97 Unrealized +70.2%
ESGD ISHARES TR 0.2%
Value ($000) $3,645 Shares 49,905 Est. Cost $61.92 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $3,593 Shares 27,200 Est. Cost $94.97 Unrealized +21.2%
ACWX ISHARES TR 0.2%
Value ($000) $3,457 Shares 65,183 Est. Cost $48.68 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3,342 Shares 70,785 Est. Cost $40.03 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $3,298 Shares 305,393 Est. Cost $7.65 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $3,280 Shares 38,130 Est. Cost $79.05 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $2,847 Shares 83,402 Est. Cost $26.23 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $2,692 Shares 12,290 Est. Cost $171.77 Unrealized +5.3%
MRK MERCK & CO. INC 0.2%
Value ($000) $2,552 Shares 31,202 Est. Cost $64.85 Unrealized +0.0%
ESGE ISHARES INC 0.2%
Value ($000) $2,507 Shares 59,709 Est. Cost $33.34 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $2,473 Shares 21,097 Est. Cost $109.47 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,458 Shares 9,701 Est. Cost $166.26 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $2,255 Shares 10,644 Est. Cost $154.22 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $2,011 Shares 7,014 Est. Cost $203.58 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,975 Shares 7,560 Est. Cost $176.57 Unrealized +26.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,794 Shares 15,817 Est. Cost $84.22 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,783 Shares 8,479 Est. Cost $132.96 Unrealized +49.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,717 Shares 29,469 Est. Cost $51.15 Unrealized -3.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,584 Shares 4,203 Est. Cost $131.47 Unrealized +164.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,520 Shares 26,052 Est. Cost $53.76 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,447 Shares 28,007 Est. Cost $41.60 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,416 Shares 808 Est. Cost $53.18 Unrealized +57.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,414 Shares 24,060 Est. Cost $38.91 Unrealized +13.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,357 Shares 5,109 Est. Cost $178.84 Unrealized +35.6%
NULV NUSHARES ETF TR 0.1%
Value ($000) $1,348 Shares 40,908 Est. Cost $32.95 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,320 Shares 3,765 Est. Cost $219.69 Unrealized +40.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,135 Shares 25,355 Est. Cost $36.05 Unrealized -2.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,116 Shares 7,906 Est. Cost $95.46 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $1,071 Shares 13,484 Est. Cost $52.30 Unrealized +33.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,042 Shares 8,014 Est. Cost $80.36 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $959 Shares 9,698 Est. Cost $64.62 Unrealized +24.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $938 Shares 2,991 Est. Cost $190.49 Unrealized
MDB MONGODB INC 0.1%
Value ($000) $916 Shares 2,550 Est. Cost $216.77 Unrealized +28.8%
FISV FISERV INC 0.1%
Value ($000) $900 Shares 7,906 Est. Cost $102.71 Unrealized +4.9%
INTU INTUIT 0.1%
Value ($000) $759 Shares 1,997 Est. Cost $244.94 Unrealized +38.9%
SPDR SER TR 0.0%
Value ($000) $723 Shares 9,086 Est. Cost $60.13 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $696 Shares 6,492 Est. Cost $61.66 Unrealized +28.0%
ORCL ORACLE CORP 0.0%
Value ($000) $690 Shares 10,674 Est. Cost $48.69 Unrealized +14.0%
IWF ISHARES TR 0.0%
Value ($000) $684 Shares 2,835 Est. Cost $135.40 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $657 Shares 3,741 Est. Cost $147.82 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $637 Shares 902 Est. Cost $104.61 Unrealized +63.1%
DJCO DAILY JOURNAL CORP 0.0%
Value ($000) $571 Shares 1,413 Est. Cost $191.25 Unrealized +48.3%
FIVN FIVE9 INC 0.0%
Value ($000) $562 Shares 3,224 Est. Cost $41.24 Unrealized +268.8%
UNP UNION PAC CORP 0.0%
Value ($000) $549 Shares 2,636 Est. Cost $99.32 Unrealized +79.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $509 Shares 2,196 Est. Cost $191.13 Unrealized +15.2%
ROKU ROKU INC 0.0%
Value ($000) $480 Shares 1,445 Est. Cost $262.32 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $418 Shares 3,056 Est. Cost $122.96 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $414 Shares 8,278 Est. Cost $23.26 Unrealized +78.6%
OKTA OKTA INC 0.0%
Value ($000) $402 Shares 1,580 Est. Cost $115.38 Unrealized +106.0%
PEP PEPSICO INC 0.0%
Value ($000) $395 Shares 2,662 Est. Cost $101.20 Unrealized +19.8%
XYZ SQUARE INC 0.0%
Value ($000) $382 Shares 1,756 Est. Cost $141.19 Unrealized +38.2%
AFL AFLAC INC 0.0%
Value ($000) $372 Shares 8,365 Est. Cost $34.38 Unrealized +5.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $364 Shares 1,695 Est. Cost $128.94 Unrealized +49.9%
MBB ISHARES TR 0.0%
Value ($000) $363 Shares 3,294 Est. Cost $110.50 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $342 Shares 15,010 Est. Cost $19.74 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $342 Shares 683 Est. Cost $342.05 Unrealized +41.2%
NFLX NETFLIX INC 0.0%
Value ($000) $341 Shares 631 Est. Cost $35.48 Unrealized +42.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $322 Shares 2,557 Est. Cost $102.23 Unrealized -8.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $319 Shares 6,018 Est. Cost $44.83 Unrealized -5.5%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $311 Shares 5,175 Est. Cost $55.69 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $306 Shares 1,722 Est. Cost $117.07 Unrealized +28.5%
SYY SYSCO CORP 0.0%
Value ($000) $305 Shares 4,106 Est. Cost $45.18 Unrealized +32.8%
AIVL WISDOMTREE TR 0.0%
Value ($000) $285 Shares 3,404 Est. Cost $86.85 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $278 Shares 3,820 Est. Cost $49.07 Unrealized +43.9%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $273 Shares 3,714 Est. Cost $73.51 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $273 Shares 1,284 Est. Cost $212.62 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $265 Shares 3,198 Est. Cost $60.35 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $263 Shares 4,128 Est. Cost $101.17 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $252 Shares 4,865 Est. Cost $34.45 Unrealized +22.6%
MCO MOODYS CORP 0.0%
Value ($000) $251 Shares 865 Est. Cost $242.42 Unrealized +10.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $247 Shares 1,221 Est. Cost $169.90 Unrealized +3.8%
VCYT VERACYTE INC 0.0%
Value ($000) $242 Shares 4,936 Est. Cost $46.34 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $227 Shares 690 Est. Cost $287.01 Unrealized +12.6%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $222 Shares 2,042 Est. Cost $108.72 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $220 Shares 3,541 Est. Cost $40.14 Unrealized +13.6%
SVB FINANCIAL GROUP 0.0%
Value ($000) $219 Shares 564 Est. Cost $388.30 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $217 Shares 3,502 Est. Cost $45.37 Unrealized +10.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $205 Shares 4,971 Est. Cost $30.36 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $203 Shares 1,138 Est. Cost $178.38 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $203 Shares 2,841 Est. Cost $71.45 Unrealized
ATRECA INC 0.0%
Value ($000) $202 Shares 12,500 Est. Cost $14.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $121 Shares 10,195 Est. Cost $10.84 Unrealized -17.0%
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $18 Shares 18,000 Est. Cost $1.00 Unrealized