Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $1,537,753 (100.0% shares, 0.0% debt)

Holdings (140)

SPY SPDR S&P 500 ETF TR 19.7%
Value ($000) $302,755 Shares 763,897 Est. Cost $262.10 Unrealized
VOO VANGUARD INDEX FDS 9.0%
Value ($000) $138,423 Shares 379,969 Est. Cost $258.03 Unrealized
EFA ISHARES TR 8.5%
Value ($000) $131,198 Shares 1,729,247 Est. Cost $64.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 7.0%
Value ($000) $107,083 Shares 2,057,303 Est. Cost $41.71 Unrealized
IWM ISHARES TR 6.3%
Value ($000) $97,461 Shares 441,118 Est. Cost $149.53 Unrealized
IJH ISHARES TR 5.4%
Value ($000) $83,458 Shares 320,647 Est. Cost $179.90 Unrealized
IUSV ISHARES TR 3.8%
Value ($000) $57,810 Shares 839,036 Est. Cost $62.35 Unrealized
VNQ VANGUARD INDEX FDS 2.4%
Value ($000) $37,327 Shares 406,342 Est. Cost $84.90 Unrealized
IVV ISHARES TR 2.1%
Value ($000) $33,005 Shares 82,965 Est. Cost $290.25 Unrealized
BIV VANGUARD BD INDEX FDS 2.0%
Value ($000) $31,444 Shares 354,381 Est. Cost $93.38 Unrealized
ICSH ISHARES TR 1.8%
Value ($000) $27,500 Shares 544,334 Est. Cost $50.38 Unrealized
AGG ISHARES TR 1.6%
Value ($000) $25,316 Shares 222,402 Est. Cost $115.77 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $22,643 Shares 185,368 Est. Cost $89.38 Unrealized +39.9%
AMZN AMAZON COM INC 1.2%
Value ($000) $18,693 Shares 6,041 Est. Cost $79.59 Unrealized +99.2%
NEAR ISHARES U S ETF TR 1.1%
Value ($000) $17,057 Shares 339,852 Est. Cost $50.14 Unrealized
OEF ISHARES TR 1.1%
Value ($000) $17,052 Shares 94,824 Est. Cost $118.27 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $15,161 Shares 64,305 Est. Cost $81.22 Unrealized +174.4%
GOOGL ALPHABET INC 1.0%
Value ($000) $14,749 Shares 7,151 Est. Cost $53.61 Unrealized +82.7%
V VISA INC 0.9%
Value ($000) $13,788 Shares 65,120 Est. Cost $121.87 Unrealized +66.7%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $12,832 Shares 84,292 Est. Cost $88.74 Unrealized +43.4%
JPST J P MORGAN EXCHANGE-TRADED F 0.8%
Value ($000) $12,386 Shares 244,036 Est. Cost $50.41 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $10,944 Shares 37,156 Est. Cost $145.58 Unrealized +83.7%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $10,432 Shares 80,856 Est. Cost $90.77 Unrealized +19.2%
DIS DISNEY WALT CO 0.6%
Value ($000) $9,340 Shares 50,618 Est. Cost $96.56 Unrealized +86.6%
INTC INTEL CORP 0.6%
Value ($000) $8,922 Shares 139,412 Est. Cost $44.40 Unrealized +21.8%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $8,645 Shares 52,601 Est. Cost $97.81 Unrealized +43.9%
CME CME GROUP INC 0.5%
Value ($000) $8,434 Shares 41,299 Est. Cost $123.20 Unrealized +32.4%
CRM SALESFORCE COM INC 0.5%
Value ($000) $8,119 Shares 38,322 Est. Cost $124.23 Unrealized +77.0%
ABT ABBOTT LABS 0.5%
Value ($000) $7,849 Shares 65,498 Est. Cost $53.14 Unrealized +104.4%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $7,828 Shares 24,817 Est. Cost $152.15 Unrealized +77.8%
ECL ECOLAB INC 0.5%
Value ($000) $7,649 Shares 35,729 Est. Cost $140.74 Unrealized +43.2%
DHR DANAHER CORPORATION 0.5%
Value ($000) $7,546 Shares 33,527 Est. Cost $87.56 Unrealized +126.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $7,384 Shares 34,018 Est. Cost $115.12 Unrealized +53.5%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $7,228 Shares 53,368 Est. Cost $64.52 Unrealized +79.3%
BLACKROCK INC 0.5%
Value ($000) $7,127 Shares 9,453 Est. Cost $492.41 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $7,116 Shares 41,861 Est. Cost $83.69 Unrealized +57.7%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $7,006 Shares 13,122 Est. Cost $6.62 Unrealized +102.4%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $6,815 Shares 2,925 Est. Cost $1562.76 Unrealized +39.8%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $6,536 Shares 8,856 Est. Cost $121.95 Unrealized +87.1%
TJX TJX COS INC NEW 0.4%
Value ($000) $6,483 Shares 98,005 Est. Cost $48.10 Unrealized +29.5%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $6,115 Shares 27,629 Est. Cost $167.59 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $6,089 Shares 25,075 Est. Cost $89.58 Unrealized +181.2%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $6,085 Shares 58,065 Est. Cost $84.55 Unrealized -5.9%
CB CHUBB LIMITED 0.4%
Value ($000) $5,948 Shares 37,656 Est. Cost $122.23 Unrealized +22.9%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $5,784 Shares 27,017 Est. Cost $152.30 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $5,653 Shares 40,202 Est. Cost $119.30 Unrealized +2.5%
CVS CVS HEALTH CORP 0.4%
Value ($000) $5,549 Shares 73,758 Est. Cost $51.76 Unrealized +20.3%
PFE PFIZER INC 0.4%
Value ($000) $5,417 Shares 149,523 Est. Cost $23.89 Unrealized +17.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $5,380 Shares 11,300 Est. Cost $355.03 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $5,201 Shares 88,853 Est. Cost $34.33 Unrealized +45.0%
BA BOEING CO 0.3%
Value ($000) $4,952 Shares 19,441 Est. Cost $191.70 Unrealized +15.9%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $4,748 Shares 22,970 Est. Cost $157.38 Unrealized
ESGD ISHARES TR 0.3%
Value ($000) $4,347 Shares 57,275 Est. Cost $63.72 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $4,098 Shares 312,086 Est. Cost $7.77 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $3,955 Shares 27,578 Est. Cost $95.61 Unrealized +48.3%
HSY HERSHEY CO 0.3%
Value ($000) $3,954 Shares 24,997 Est. Cost $79.38 Unrealized +68.9%
ESGU ISHARES TR 0.3%
Value ($000) $3,899 Shares 42,905 Est. Cost $80.37 Unrealized
ICLN ISHARES TR 0.2%
Value ($000) $3,668 Shares 150,930 Est. Cost $21.53 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $3,655 Shares 15,406 Est. Cost $188.51 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $3,597 Shares 65,183 Est. Cost $48.68 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $3,513 Shares 14,697 Est. Cost $192.28 Unrealized 0.0%
ESML ISHARES TR 0.2%
Value ($000) $3,494 Shares 90,662 Est. Cost $27.22 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3,403 Shares 69,294 Est. Cost $40.03 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,102 Shares 13,607 Est. Cost $175.28 Unrealized +18.7%
MRK MERCK & CO. INC 0.2%
Value ($000) $2,783 Shares 36,106 Est. Cost $64.60 Unrealized -2.4%
ESGE ISHARES INC 0.2%
Value ($000) $2,756 Shares 63,636 Est. Cost $33.95 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $2,339 Shares 10,450 Est. Cost $154.22 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $2,276 Shares 8,853 Est. Cost $166.26 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $2,126 Shares 18,323 Est. Cost $109.47 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,097 Shares 7,591 Est. Cost $176.57 Unrealized +36.7%
IWO ISHARES TR 0.1%
Value ($000) $2,088 Shares 6,942 Est. Cost $203.58 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,047 Shares 31,668 Est. Cost $51.30 Unrealized +4.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,820 Shares 15,588 Est. Cost $84.22 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,718 Shares 8,479 Est. Cost $132.96 Unrealized +38.7%
NULV NUSHARES ETF TR 0.1%
Value ($000) $1,697 Shares 46,865 Est. Cost $33.37 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,567 Shares 5,134 Est. Cost $178.84 Unrealized +36.7%
GOOG ALPHABET INC 0.1%
Value ($000) $1,566 Shares 757 Est. Cost $53.18 Unrealized +85.2%
EEM ISHARES TR 0.1%
Value ($000) $1,495 Shares 28,034 Est. Cost $41.60 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,449 Shares 4,110 Est. Cost $131.47 Unrealized +150.8%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,313 Shares 21,640 Est. Cost $53.76 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,284 Shares 24,829 Est. Cost $36.05 Unrealized +12.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,206 Shares 3,242 Est. Cost $219.69 Unrealized +45.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,047 Shares 7,119 Est. Cost $95.46 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,034 Shares 1,548 Est. Cost $165.73 Unrealized +51.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,029 Shares 7,746 Est. Cost $80.36 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $927 Shares 9,698 Est. Cost $64.62 Unrealized +25.3%
FISV FISERV INC 0.1%
Value ($000) $924 Shares 7,758 Est. Cost $102.71 Unrealized +11.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $918 Shares 2,878 Est. Cost $190.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $821 Shares 3,212 Est. Cost $207.49 Unrealized +17.0%
SPDR SER TR 0.0%
Value ($000) $721 Shares 7,676 Est. Cost $60.13 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $710 Shares 10,123 Est. Cost $48.69 Unrealized +24.5%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $693 Shares 3,741 Est. Cost $147.82 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $688 Shares 6,353 Est. Cost $61.66 Unrealized +44.2%
INTU INTUIT 0.0%
Value ($000) $663 Shares 1,732 Est. Cost $244.94 Unrealized +52.6%
IWF ISHARES TR 0.0%
Value ($000) $615 Shares 2,531 Est. Cost $135.40 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $597 Shares 4,898 Est. Cost $151.00 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $531 Shares 2,411 Est. Cost $99.32 Unrealized +89.4%
FIVN FIVE9 INC 0.0%
Value ($000) $504 Shares 3,224 Est. Cost $41.24 Unrealized +314.3%
IWD ISHARES TR 0.0%
Value ($000) $441 Shares 2,912 Est. Cost $122.96 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $432 Shares 1,325 Est. Cost $262.32 Unrealized +49.4%
AFL AFLAC INC 0.0%
Value ($000) $406 Shares 7,936 Est. Cost $34.38 Unrealized +24.7%
XYZ SQUARE INC 0.0%
Value ($000) $399 Shares 1,756 Est. Cost $141.19 Unrealized +65.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $392 Shares 6,018 Est. Cost $44.83 Unrealized +27.0%
SNAP SNAP INC 0.0%
Value ($000) $390 Shares 7,453 Est. Cost $23.26 Unrealized +147.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $384 Shares 1,712 Est. Cost $129.56 Unrealized +47.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $370 Shares 15,901 Est. Cost $27.43 Unrealized 0.0%
IVLU ISHARES TR 0.0%
Value ($000) $369 Shares 14,571 Est. Cost $19.74 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $354 Shares 2,504 Est. Cost $101.20 Unrealized +16.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $320 Shares 2,400 Est. Cost $102.23 Unrealized -4.1%
OKTA OKTA INC 0.0%
Value ($000) $314 Shares 1,423 Est. Cost $115.38 Unrealized +117.8%
ETSY ETSY INC 0.0%
Value ($000) $313 Shares 1,550 Est. Cost $117.07 Unrealized +78.8%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $297 Shares 3,714 Est. Cost $73.51 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $296 Shares 622 Est. Cost $342.05 Unrealized +36.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $293 Shares 3,298 Est. Cost $60.54 Unrealized +10.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $291 Shares 5,006 Est. Cost $38.91 Unrealized +8.6%
SYY SYSCO CORP 0.0%
Value ($000) $291 Shares 3,696 Est. Cost $45.18 Unrealized +50.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $280 Shares 1,284 Est. Cost $212.62 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $275 Shares 4,933 Est. Cost $30.36 Unrealized +42.7%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $264 Shares 2,042 Est. Cost $108.72 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $261 Shares 3,509 Est. Cost $49.07 Unrealized +54.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $247 Shares 4,822 Est. Cost $30.41 Unrealized 0.0%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $246 Shares 4,865 Est. Cost $34.45 Unrealized +38.6%
MCO MOODYS CORP 0.0%
Value ($000) $242 Shares 810 Est. Cost $242.42 Unrealized +11.5%
SPYX SPDR SER TR 0.0%
Value ($000) $237 Shares 2,418 Est. Cost $98.01 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $230 Shares 3,640 Est. Cost $45.58 Unrealized +11.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $230 Shares 1,194 Est. Cost $169.90 Unrealized -2.9%
IWN ISHARES TR 0.0%
Value ($000) $229 Shares 1,436 Est. Cost $159.47 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $226 Shares 1,187 Est. Cost $156.97 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $225 Shares 3,541 Est. Cost $40.14 Unrealized +15.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $224 Shares 636 Est. Cost $287.01 Unrealized +11.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $221 Shares 5,663 Est. Cost $31.62 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $218 Shares 2,571 Est. Cost $84.79 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $215 Shares 3,299 Est. Cost $101.17 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $214 Shares 1,970 Est. Cost $110.50 Unrealized
AIVL WISDOMTREE TR 0.0%
Value ($000) $210 Shares 2,232 Est. Cost $86.85 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $210 Shares 1,775 Est. Cost $118.31 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $205 Shares 885 Est. Cost $189.09 Unrealized 0.0%
ATRECA INC 0.0%
Value ($000) $192 Shares 12,500 Est. Cost $14.00 Unrealized
ONCTERNAL THERAPEUTICS INC 0.0%
Value ($000) $83 Shares 10,000 Est. Cost $8.30 Unrealized
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $18 Shares 18,000 Est. Cost $1.00 Unrealized