Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $1,637,456 (100.0% shares, 0.0% debt)

Holdings (160)

SPY SPDR S&P 500 ETF TR 18.9%
Value ($000) $309,285 Shares 722,526 Est. Cost $262.10 Unrealized
VOO VANGUARD INDEX FDS 9.1%
Value ($000) $148,540 Shares 377,465 Est. Cost $258.03 Unrealized
EFA ISHARES TR 8.7%
Value ($000) $141,877 Shares 1,798,641 Est. Cost $65.01 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 7.2%
Value ($000) $118,082 Shares 2,174,229 Est. Cost $42.39 Unrealized
IWM ISHARES TR 6.7%
Value ($000) $109,234 Shares 476,233 Est. Cost $155.42 Unrealized
IJH ISHARES TR 5.2%
Value ($000) $85,853 Shares 319,477 Est. Cost $179.90 Unrealized
IUSV ISHARES TR 3.8%
Value ($000) $61,506 Shares 854,722 Est. Cost $62.52 Unrealized
VNQ VANGUARD INDEX FDS 2.6%
Value ($000) $41,993 Shares 412,549 Est. Cost $85.15 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $36,956 Shares 85,961 Est. Cost $295.12 Unrealized
BIV VANGUARD BD INDEX FDS 1.8%
Value ($000) $29,878 Shares 332,129 Est. Cost $93.38 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $26,532 Shares 193,724 Est. Cost $90.98 Unrealized +39.0%
ICSH ISHARES TR 1.4%
Value ($000) $23,157 Shares 458,382 Est. Cost $50.38 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $22,644 Shares 196,342 Est. Cost $115.77 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $21,843 Shares 6,349 Est. Cost $83.79 Unrealized +98.3%
MSFT MICROSOFT CORP 1.1%
Value ($000) $18,165 Shares 67,053 Est. Cost $87.92 Unrealized +178.4%
GOOGL ALPHABET INC 1.1%
Value ($000) $17,989 Shares 7,367 Est. Cost $55.44 Unrealized +109.1%
NEAR ISHARES U S ETF TR 1.0%
Value ($000) $15,795 Shares 314,856 Est. Cost $50.14 Unrealized
V VISA INC 1.0%
Value ($000) $15,599 Shares 66,713 Est. Cost $124.23 Unrealized +77.9%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $13,598 Shares 87,426 Est. Cost $90.57 Unrealized +54.3%
META FACEBOOK INC 0.8%
Value ($000) $13,513 Shares 38,864 Est. Cost $153.19 Unrealized +108.0%
JPST J P MORGAN EXCHANGE-TRADED F 0.8%
Value ($000) $12,403 Shares 244,437 Est. Cost $50.41 Unrealized
WM WASTE MGMT INC DEL 0.7%
Value ($000) $11,543 Shares 82,386 Est. Cost $91.47 Unrealized +40.5%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $11,115 Shares 13,892 Est. Cost $7.14 Unrealized +123.9%
CRM SALESFORCE COM INC 0.6%
Value ($000) $9,820 Shares 40,200 Est. Cost $129.07 Unrealized +76.4%
DIS DISNEY WALT CO 0.6%
Value ($000) $9,190 Shares 52,286 Est. Cost $99.09 Unrealized +77.3%
CME CME GROUP INC 0.6%
Value ($000) $9,019 Shares 42,405 Est. Cost $124.56 Unrealized +41.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $8,945 Shares 33,330 Est. Cost $87.56 Unrealized +148.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $8,943 Shares 54,283 Est. Cost $99.27 Unrealized +46.0%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $8,569 Shares 41,201 Est. Cost $83.69 Unrealized +96.2%
BLACKROCK INC 0.5%
Value ($000) $8,261 Shares 9,442 Est. Cost $492.41 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $8,151 Shares 145,186 Est. Cost $44.77 Unrealized +19.7%
ABT ABBOTT LABS 0.5%
Value ($000) $7,818 Shares 67,435 Est. Cost $54.70 Unrealized +96.1%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $7,663 Shares 24,954 Est. Cost $152.15 Unrealized +91.3%
HON HONEYWELL INTL INC 0.5%
Value ($000) $7,648 Shares 34,868 Est. Cost $117.00 Unrealized +64.2%
ECL ECOLAB INC 0.5%
Value ($000) $7,597 Shares 36,883 Est. Cost $142.79 Unrealized +44.5%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $7,486 Shares 25,684 Est. Cost $93.70 Unrealized +181.2%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $7,400 Shares 27,161 Est. Cost $216.97 Unrealized +21.2%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $7,393 Shares 54,795 Est. Cost $65.99 Unrealized +82.9%
SYK STRYKER CORPORATION 0.4%
Value ($000) $7,182 Shares 27,653 Est. Cost $243.53 Unrealized 0.0%
TJX TJX COS INC NEW 0.4%
Value ($000) $6,899 Shares 102,330 Est. Cost $48.76 Unrealized +30.6%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $6,658 Shares 3,043 Est. Cost $1591.21 Unrealized +44.3%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $6,558 Shares 27,629 Est. Cost $167.59 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $6,401 Shares 76,714 Est. Cost $52.48 Unrealized +34.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $6,350 Shares 60,625 Est. Cost $84.66 Unrealized +2.9%
CB CHUBB LIMITED 0.4%
Value ($000) $6,181 Shares 38,888 Est. Cost $123.28 Unrealized +25.9%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $6,064 Shares 26,917 Est. Cost $152.30 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $5,756 Shares 92,177 Est. Cost $35.06 Unrealized +55.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $5,549 Shares 11,300 Est. Cost $355.03 Unrealized
ESGU ISHARES TR 0.3%
Value ($000) $4,970 Shares 50,472 Est. Cost $83.08 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $4,944 Shares 22,187 Est. Cost $157.38 Unrealized
BA BOEING CO 0.3%
Value ($000) $4,815 Shares 20,101 Est. Cost $193.34 Unrealized +25.0%
ESGD ISHARES TR 0.3%
Value ($000) $4,675 Shares 59,151 Est. Cost $64.21 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $4,428 Shares 25,422 Est. Cost $80.57 Unrealized +87.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $4,341 Shares 28,111 Est. Cost $96.55 Unrealized +50.3%
GENERAL ELECTRIC CO 0.3%
Value ($000) $4,268 Shares 317,108 Est. Cost $7.86 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $4,179 Shares 15,470 Est. Cost $193.73 Unrealized +14.2%
ICLN ISHARES TR 0.2%
Value ($000) $3,905 Shares 166,459 Est. Cost $21.71 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $3,774 Shares 93,488 Est. Cost $27.61 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $3,749 Shares 65,183 Est. Cost $48.68 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $3,692 Shares 14,425 Est. Cost $188.51 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3,634 Shares 70,533 Est. Cost $40.23 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,571 Shares 75,778 Est. Cost $47.12 Unrealized
AFRM AFFIRM HLDGS INC 0.2%
Value ($000) $3,463 Shares 51,417 Est. Cost $63.78 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,299 Shares 14,104 Est. Cost $176.77 Unrealized +23.0%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $3,272 Shares 23,094 Est. Cost $119.30 Unrealized +11.8%
ESGE ISHARES INC 0.2%
Value ($000) $2,993 Shares 66,281 Est. Cost $34.40 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,849 Shares 36,640 Est. Cost $64.60 Unrealized -0.7%
COUPA SOFTWARE INC 0.2%
Value ($000) $2,844 Shares 10,849 Est. Cost $262.14 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $2,764 Shares 1,103 Est. Cost $73.61 Unrealized +60.7%
IWB ISHARES TR 0.2%
Value ($000) $2,530 Shares 10,450 Est. Cost $154.22 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,513 Shares 8,762 Est. Cost $166.26 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,290 Shares 33,253 Est. Cost $51.52 Unrealized +8.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,253 Shares 7,642 Est. Cost $176.57 Unrealized +51.9%
IWO ISHARES TR 0.1%
Value ($000) $2,164 Shares 6,942 Est. Cost $203.58 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $1,941 Shares 51,425 Est. Cost $33.75 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,934 Shares 15,357 Est. Cost $84.22 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,901 Shares 5,962 Est. Cost $193.42 Unrealized +46.7%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,843 Shares 8,517 Est. Cost $132.96 Unrealized +47.1%
MUB ISHARES TR 0.1%
Value ($000) $1,715 Shares 14,635 Est. Cost $109.47 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,664 Shares 4,206 Est. Cost $136.66 Unrealized +162.7%
EEM ISHARES TR 0.1%
Value ($000) $1,562 Shares 28,320 Est. Cost $41.74 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,501 Shares 7,649 Est. Cost $118.27 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,444 Shares 22,893 Est. Cost $45.80 Unrealized +9.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,373 Shares 21,655 Est. Cost $53.76 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,351 Shares 25,485 Est. Cost $36.30 Unrealized +26.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,257 Shares 8,516 Est. Cost $86.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,162 Shares 2,901 Est. Cost $219.69 Unrealized +68.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,093 Shares 7,059 Est. Cost $95.46 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,010 Shares 6,098 Est. Cost $165.63 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,001 Shares 1,472 Est. Cost $165.73 Unrealized +31.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $999 Shares 3,593 Est. Cost $215.12 Unrealized +29.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $859 Shares 8,750 Est. Cost $64.62 Unrealized +36.9%
ABBV ABBVIE INC 0.0%
Value ($000) $798 Shares 7,086 Est. Cost $65.09 Unrealized +45.6%
FISV FISERV INC 0.0%
Value ($000) $773 Shares 7,232 Est. Cost $102.71 Unrealized +13.2%
SPDR SER TR 0.0%
Value ($000) $750 Shares 7,676 Est. Cost $60.13 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $744 Shares 1,270 Est. Cost $430.53 Unrealized +19.7%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $741 Shares 3,690 Est. Cost $147.82 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $687 Shares 8,823 Est. Cost $48.69 Unrealized +51.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $680 Shares 13,573 Est. Cost $52.23 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $676 Shares 1,379 Est. Cost $244.94 Unrealized +72.1%
IWF ISHARES TR 0.0%
Value ($000) $671 Shares 2,473 Est. Cost $135.40 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $612 Shares 2,512 Est. Cost $168.50 Unrealized +37.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $605 Shares 414 Est. Cost $123.22 Unrealized 0.0%
FIVN FIVE9 INC 0.0%
Value ($000) $598 Shares 3,259 Est. Cost $42.64 Unrealized +304.2%
SNAP SNAP INC 0.0%
Value ($000) $575 Shares 8,434 Est. Cost $27.54 Unrealized +118.0%
UNP UNION PAC CORP 0.0%
Value ($000) $542 Shares 2,464 Est. Cost $101.49 Unrealized +97.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $538 Shares 1,519 Est. Cost $190.49 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $510 Shares 18,915 Est. Cost $26.96 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $480 Shares 6,597 Est. Cost $46.74 Unrealized +42.5%
PEP PEPSICO INC 0.0%
Value ($000) $476 Shares 3,214 Est. Cost $106.72 Unrealized +18.2%
IWD ISHARES TR 0.0%
Value ($000) $462 Shares 2,912 Est. Cost $122.96 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $451 Shares 10,068 Est. Cost $44.80 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $406 Shares 7,572 Est. Cost $34.38 Unrealized +42.6%
IVLU ISHARES TR 0.0%
Value ($000) $398 Shares 15,424 Est. Cost $20.08 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $369 Shares 2,517 Est. Cost $102.75 Unrealized +10.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $352 Shares 1,526 Est. Cost $129.56 Unrealized +61.5%
OKTA OKTA INC 0.0%
Value ($000) $341 Shares 1,395 Est. Cost $115.38 Unrealized +109.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $333 Shares 2,775 Est. Cost $118.92 Unrealized
NKE NIKE INC 0.0%
Value ($000) $325 Shares 2,104 Est. Cost $125.67 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $324 Shares 1,573 Est. Cost $118.06 Unrealized +56.8%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $319 Shares 3,714 Est. Cost $73.51 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $318 Shares 877 Est. Cost $362.60 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $315 Shares 1,623 Est. Cost $163.03 Unrealized +10.1%
MCO MOODYS CORP 0.0%
Value ($000) $313 Shares 864 Est. Cost $247.28 Unrealized +29.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $313 Shares 3,673 Est. Cost $75.71 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $306 Shares 606 Est. Cost $466.00 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $300 Shares 822 Est. Cost $362.28 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $283 Shares 4,963 Est. Cost $49.06 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $280 Shares 1,145 Est. Cost $212.62 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $278 Shares 7,111 Est. Cost $23.89 Unrealized +29.7%
SYY SYSCO CORP 0.0%
Value ($000) $278 Shares 3,572 Est. Cost $45.18 Unrealized +57.8%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $272 Shares 2,042 Est. Cost $108.72 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $267 Shares 3,643 Est. Cost $66.51 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $263 Shares 2,650 Est. Cost $60.54 Unrealized +26.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $263 Shares 5,812 Est. Cost $31.83 Unrealized +25.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $259 Shares 3,875 Est. Cost $46.09 Unrealized +16.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $258 Shares 4,613 Est. Cost $38.91 Unrealized +11.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $257 Shares 1,134 Est. Cost $226.63 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $254 Shares 4,358 Est. Cost $58.28 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $251 Shares 2,248 Est. Cost $101.66 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $249 Shares 6,049 Est. Cost $36.56 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $248 Shares 603 Est. Cost $287.01 Unrealized +28.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $247 Shares 9,372 Est. Cost $27.43 Unrealized -15.7%
SPYX SPDR SER TR 0.0%
Value ($000) $246 Shares 2,319 Est. Cost $98.01 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $243 Shares 628 Est. Cost $333.04 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $240 Shares 3,591 Est. Cost $40.30 Unrealized +28.6%
IWN ISHARES TR 0.0%
Value ($000) $238 Shares 1,436 Est. Cost $159.47 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $234 Shares 3,509 Est. Cost $49.07 Unrealized +36.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $222 Shares 1,157 Est. Cost $164.21 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $215 Shares 2,346 Est. Cost $73.70 Unrealized 0.0%
MBB ISHARES TR 0.0%
Value ($000) $213 Shares 1,970 Est. Cost $110.50 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $212 Shares 4,865 Est. Cost $34.45 Unrealized +23.1%
IVW ISHARES TR 0.0%
Value ($000) $210 Shares 2,892 Est. Cost $101.17 Unrealized
DJCO DAILY JOURNAL CORP 0.0%
Value ($000) $208 Shares 613 Est. Cost $321.10 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $208 Shares 289 Est. Cost $673.16 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $208 Shares 394 Est. Cost $51.12 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $204 Shares 939 Est. Cost $190.40 Unrealized +11.3%
PD PAGERDUTY INC 0.0%
Value ($000) $202 Shares 4,754 Est. Cost $40.51 Unrealized 0.0%
ATRECA INC 0.0%
Value ($000) $107 Shares 12,500 Est. Cost $14.00 Unrealized
ONCTERNAL THERAPEUTICS INC 0.0%
Value ($000) $48 Shares 10,000 Est. Cost $8.30 Unrealized