Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $1,783,494 (100.0% shares, 0.0% debt)

Holdings (158)

SPY SPDR S&P 500 ETF TR 19.1%
Value ($000) $340,498 Shares 716,897 Est. Cost $262.10 Unrealized
VOO VANGUARD INDEX FDS 9.4%
Value ($000) $168,114 Shares 385,080 Est. Cost $261.90 Unrealized
EFA ISHARES TR 8.5%
Value ($000) $150,883 Shares 1,917,682 Est. Cost $65.84 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 6.6%
Value ($000) $117,003 Shares 2,365,607 Est. Cost $42.98 Unrealized
IWM ISHARES TR 6.5%
Value ($000) $115,056 Shares 517,223 Est. Cost $160.59 Unrealized
IJH ISHARES TR 5.3%
Value ($000) $93,688 Shares 330,960 Est. Cost $183.23 Unrealized
IUSV ISHARES TR 3.7%
Value ($000) $66,808 Shares 875,136 Est. Cost $62.73 Unrealized
VNQ VANGUARD INDEX FDS 2.7%
Value ($000) $47,276 Shares 407,517 Est. Cost $85.15 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $39,771 Shares 83,380 Est. Cost $295.12 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $33,384 Shares 188,006 Est. Cost $92.83 Unrealized +66.7%
BIV VANGUARD BD INDEX FDS 1.7%
Value ($000) $29,430 Shares 335,876 Est. Cost $93.31 Unrealized
AGG ISHARES TR 1.3%
Value ($000) $22,786 Shares 199,738 Est. Cost $115.62 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $20,790 Shares 6,235 Est. Cost $83.79 Unrealized +104.3%
MSFT MICROSOFT CORP 1.2%
Value ($000) $20,585 Shares 61,208 Est. Cost $87.92 Unrealized +256.5%
ICSH ISHARES TR 1.1%
Value ($000) $19,773 Shares 392,409 Est. Cost $50.38 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $19,674 Shares 6,791 Est. Cost $55.44 Unrealized +157.9%
EMB ISHARES TR 0.9%
Value ($000) $16,690 Shares 153,037 Est. Cost $109.06 Unrealized
V VISA INC 0.8%
Value ($000) $14,475 Shares 66,796 Est. Cost $124.23 Unrealized +67.5%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $13,741 Shares 86,775 Est. Cost $91.15 Unrealized +62.2%
NEAR ISHARES U S ETF TR 0.8%
Value ($000) $13,619 Shares 272,662 Est. Cost $50.14 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.7%
Value ($000) $12,912 Shares 255,775 Est. Cost $50.42 Unrealized
WM WASTE MGMT INC DEL 0.7%
Value ($000) $12,593 Shares 75,451 Est. Cost $91.47 Unrealized +64.7%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $11,922 Shares 40,536 Est. Cost $17.14 Unrealized +60.2%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $11,298 Shares 4,709 Est. Cost $1849.58 Unrealized +26.1%
CME CME GROUP INC 0.6%
Value ($000) $10,626 Shares 46,513 Est. Cost $128.85 Unrealized +43.4%
DHR DANAHER CORPORATION 0.6%
Value ($000) $10,416 Shares 31,659 Est. Cost $87.56 Unrealized +208.5%
CRM SALESFORCE COM INC 0.6%
Value ($000) $9,946 Shares 39,137 Est. Cost $129.07 Unrealized +115.1%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $9,190 Shares 26,095 Est. Cost $216.97 Unrealized +43.5%
ABT ABBOTT LABS 0.5%
Value ($000) $9,189 Shares 65,291 Est. Cost $54.70 Unrealized +117.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $9,176 Shares 53,639 Est. Cost $99.27 Unrealized +46.2%
META META PLATFORMS INC 0.5%
Value ($000) $9,157 Shares 27,225 Est. Cost $153.19 Unrealized +115.2%
ECL ECOLAB INC 0.5%
Value ($000) $8,916 Shares 38,005 Est. Cost $144.61 Unrealized +49.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $8,841 Shares 54,046 Est. Cost $65.99 Unrealized +103.3%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $8,776 Shares 40,945 Est. Cost $83.69 Unrealized +101.4%
BLACKROCK INC 0.5%
Value ($000) $8,321 Shares 9,088 Est. Cost $492.41 Unrealized
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $8,093 Shares 25,441 Est. Cost $154.60 Unrealized +89.3%
DIS DISNEY WALT CO 0.5%
Value ($000) $8,048 Shares 51,960 Est. Cost $99.80 Unrealized +58.1%
CVS CVS HEALTH CORP 0.4%
Value ($000) $7,956 Shares 77,124 Est. Cost $52.48 Unrealized +53.4%
TJX TJX COS INC NEW 0.4%
Value ($000) $7,916 Shares 104,267 Est. Cost $48.97 Unrealized +33.3%
CB CHUBB LIMITED 0.4%
Value ($000) $7,821 Shares 40,460 Est. Cost $125.01 Unrealized +42.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $7,502 Shares 63,930 Est. Cost $84.59 Unrealized +13.6%
SYK STRYKER CORPORATION 0.4%
Value ($000) $7,494 Shares 28,022 Est. Cost $243.66 Unrealized +3.1%
BA BOEING CO 0.4%
Value ($000) $7,418 Shares 36,845 Est. Cost $201.73 Unrealized +4.7%
INTC INTEL CORP 0.4%
Value ($000) $7,415 Shares 143,975 Est. Cost $44.77 Unrealized +5.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $7,372 Shares 35,357 Est. Cost $117.00 Unrealized +58.2%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $7,039 Shares 27,629 Est. Cost $167.59 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $7,013 Shares 105,767 Est. Cost $37.68 Unrealized +46.8%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $6,887 Shares 30,471 Est. Cost $160.76 Unrealized
ESGU ISHARES TR 0.4%
Value ($000) $6,770 Shares 62,743 Est. Cost $88.01 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $5,787 Shares 11,179 Est. Cost $355.03 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $5,591 Shares 28,899 Est. Cost $90.26 Unrealized +81.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $5,567 Shares 26,956 Est. Cost $96.55 Unrealized +93.7%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $5,453 Shares 22,584 Est. Cost $159.01 Unrealized
ESGD ISHARES TR 0.3%
Value ($000) $5,432 Shares 68,361 Est. Cost $66.24 Unrealized
AFRM AFFIRM HLDGS INC 0.3%
Value ($000) $5,213 Shares 51,840 Est. Cost $63.78 Unrealized +107.2%
ESML ISHARES TR 0.3%
Value ($000) $5,180 Shares 128,471 Est. Cost $31.02 Unrealized
ACWX ISHARES TR 0.3%
Value ($000) $5,084 Shares 91,446 Est. Cost $50.61 Unrealized
ICLN ISHARES TR 0.3%
Value ($000) $4,829 Shares 228,119 Est. Cost $21.60 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $4,709 Shares 24,970 Est. Cost $95.32 Unrealized +126.5%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $4,488 Shares 15,344 Est. Cost $193.73 Unrealized +23.6%
IWV ISHARES TR 0.2%
Value ($000) $4,003 Shares 14,427 Est. Cost $188.51 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3,976 Shares 77,870 Est. Cost $41.20 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,918 Shares 75,778 Est. Cost $47.12 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $3,834 Shares 15,192 Est. Cost $246.15 Unrealized +18.1%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $3,760 Shares 39,797 Est. Cost $62.95 Unrealized -2.2%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,620 Shares 14,423 Est. Cost $177.51 Unrealized +19.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,386 Shares 29,753 Est. Cost $104.03 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $3,123 Shares 78,570 Est. Cost $35.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $3,086 Shares 7,444 Est. Cost $178.39 Unrealized +92.5%
EEM ISHARES TR 0.2%
Value ($000) $2,833 Shares 57,985 Est. Cost $45.39 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,812 Shares 8,762 Est. Cost $166.26 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,803 Shares 36,579 Est. Cost $64.65 Unrealized +8.1%
IWB ISHARES TR 0.2%
Value ($000) $2,705 Shares 10,230 Est. Cost $154.22 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,700 Shares 69,443 Est. Cost $38.71 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $2,497 Shares 64,245 Est. Cost $34.73 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,337 Shares 5,631 Est. Cost $197.36 Unrealized +73.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,313 Shares 4,075 Est. Cost $136.66 Unrealized +257.2%
ACWI ISHARES TR 0.1%
Value ($000) $2,283 Shares 21,582 Est. Cost $99.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,161 Shares 15,338 Est. Cost $84.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $2,127 Shares 735 Est. Cost $73.61 Unrealized +94.9%
IWO ISHARES TR 0.1%
Value ($000) $2,014 Shares 6,872 Est. Cost $203.58 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,974 Shares 8,370 Est. Cost $132.96 Unrealized +55.2%
COUPA SOFTWARE INC 0.1%
Value ($000) $1,710 Shares 10,819 Est. Cost $262.14 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,606 Shares 25,340 Est. Cost $36.30 Unrealized +39.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,595 Shares 9,171 Est. Cost $92.17 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,585 Shares 9,271 Est. Cost $165.13 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,558 Shares 7,112 Est. Cost $118.27 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,397 Shares 22,803 Est. Cost $54.13 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,312 Shares 2,612 Est. Cost $228.37 Unrealized +84.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,275 Shares 7,422 Est. Cost $99.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,151 Shares 3,851 Est. Cost $228.60 Unrealized +25.3%
MUB ISHARES TR 0.1%
Value ($000) $981 Shares 8,435 Est. Cost $109.47 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $915 Shares 30,898 Est. Cost $30.49 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $898 Shares 8,750 Est. Cost $64.62 Unrealized +32.7%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $850 Shares 20,769 Est. Cost $41.50 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $816 Shares 3,690 Est. Cost $147.82 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $804 Shares 2,631 Est. Cost $145.62 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $786 Shares 5,807 Est. Cost $65.09 Unrealized +56.3%
SPDR SER TR 0.0%
Value ($000) $763 Shares 7,676 Est. Cost $60.13 Unrealized
FISV FISERV INC 0.0%
Value ($000) $757 Shares 7,291 Est. Cost $102.71 Unrealized +0.7%
INTU INTUIT 0.0%
Value ($000) $751 Shares 1,167 Est. Cost $244.94 Unrealized +145.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $750 Shares 12,254 Est. Cost $45.80 Unrealized +17.7%
TSLA TESLA INC 0.0%
Value ($000) $748 Shares 708 Est. Cost $165.73 Unrealized +102.4%
ORCL ORACLE CORP 0.0%
Value ($000) $736 Shares 8,444 Est. Cost $50.86 Unrealized +74.8%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $604 Shares 2,144 Est. Cost $281.72 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $599 Shares 2,376 Est. Cost $105.36 Unrealized +104.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $579 Shares 420 Est. Cost $123.60 Unrealized +18.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $554 Shares 13,214 Est. Cost $52.23 Unrealized -17.5%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $548 Shares 18,915 Est. Cost $26.96 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $544 Shares 3,239 Est. Cost $127.50 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $534 Shares 6,348 Est. Cost $46.74 Unrealized +63.7%
AIOT POWERFLEET INC 0.0%
Value ($000) $506 Shares 106,780 Est. Cost $6.94 Unrealized -10.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $489 Shares 3,400 Est. Cost $198.52 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $478 Shares 10,068 Est. Cost $44.80 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $445 Shares 17,492 Est. Cost $20.73 Unrealized
FIVN FIVE9 INC 0.0%
Value ($000) $443 Shares 3,224 Est. Cost $42.64 Unrealized +246.8%
AFL AFLAC INC 0.0%
Value ($000) $439 Shares 7,519 Est. Cost $35.07 Unrealized +45.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $434 Shares 766 Est. Cost $430.53 Unrealized +45.2%
PFE PFIZER INC 0.0%
Value ($000) $432 Shares 7,308 Est. Cost $24.36 Unrealized +65.1%
SNAP SNAP INC 0.0%
Value ($000) $397 Shares 8,433 Est. Cost $27.54 Unrealized +104.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $392 Shares 8,165 Est. Cost $34.68 Unrealized +28.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $357 Shares 1,332 Est. Cost $129.56 Unrealized +77.2%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $356 Shares 896 Est. Cost $190.49 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $351 Shares 1,358 Est. Cost $173.27 Unrealized +26.9%
ETSY ETSY INC 0.0%
Value ($000) $339 Shares 1,550 Est. Cost $118.06 Unrealized +104.0%
PEP PEPSICO INC 0.0%
Value ($000) $332 Shares 1,911 Est. Cost $106.72 Unrealized +34.4%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $332 Shares 3,599 Est. Cost $73.51 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $327 Shares 2,444 Est. Cost $102.75 Unrealized +3.6%
MCO MOODYS CORP 0.0%
Value ($000) $314 Shares 803 Est. Cost $258.03 Unrealized +44.3%
XYZ BLOCK INC 0.0%
Value ($000) $306 Shares 1,894 Est. Cost $168.50 Unrealized +28.6%
OKTA OKTA INC 0.0%
Value ($000) $303 Shares 1,350 Est. Cost $115.38 Unrealized +106.5%
SUSA ISHARES TR 0.0%
Value ($000) $287 Shares 2,701 Est. Cost $106.26 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $286 Shares 5,158 Est. Cost $52.15 Unrealized
JACOBS ENGR GROUP INC 0.0%
Value ($000) $284 Shares 2,042 Est. Cost $108.72 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $281 Shares 4,701 Est. Cost $59.77 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $277 Shares 3,526 Est. Cost $45.18 Unrealized +52.2%
HOLX HOLOGIC INC 0.0%
Value ($000) $269 Shares 3,509 Est. Cost $49.07 Unrealized +49.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $258 Shares 3,002 Est. Cost $76.31 Unrealized +3.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $257 Shares 4,128 Est. Cost $46.64 Unrealized +5.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $255 Shares 541 Est. Cost $295.88 Unrealized +49.3%
O REALTY INCOME CORP 0.0%
Value ($000) $249 Shares 3,482 Est. Cost $40.30 Unrealized +37.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $249 Shares 1,102 Est. Cost $212.62 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $242 Shares 4,809 Est. Cost $49.01 Unrealized -5.9%
IWN ISHARES TR 0.0%
Value ($000) $238 Shares 1,436 Est. Cost $159.47 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $235 Shares 4,865 Est. Cost $34.45 Unrealized +37.0%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $235 Shares 4,359 Est. Cost $58.28 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $233 Shares 344 Est. Cost $648.26 Unrealized
NKE NIKE INC 0.0%
Value ($000) $232 Shares 1,392 Est. Cost $125.67 Unrealized +23.0%
IVW ISHARES TR 0.0%
Value ($000) $231 Shares 2,761 Est. Cost $101.17 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $226 Shares 2,383 Est. Cost $60.54 Unrealized +26.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $225 Shares 4,748 Est. Cost $33.99 Unrealized -3.5%
MBB ISHARES TR 0.0%
Value ($000) $221 Shares 2,060 Est. Cost $110.36 Unrealized
DJCO DAILY JOURNAL CORP 0.0%
Value ($000) $219 Shares 613 Est. Cost $352.92 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $214 Shares 580 Est. Cost $337.23 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $208 Shares 579 Est. Cost $337.80 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $202 Shares 3,884 Est. Cost $38.91 Unrealized +3.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $200 Shares 1,231 Est. Cost $162.47 Unrealized
ATRECA INC 0.0%
Value ($000) $38 Shares 12,500 Est. Cost $14.00 Unrealized