Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $1,755,587 (100.0% shares, 0.0% debt)

Holdings (154)

SPY SPDR S&P 500 ETF TR 15.7%
Value ($000) $275,616 Shares 730,594 Est. Cost $265.54 Unrealized
EFA ISHARES TR 8.9%
Value ($000) $155,653 Shares 2,490,844 Est. Cost $68.02 Unrealized
VOO VANGUARD INDEX FDS 7.5%
Value ($000) $131,528 Shares 379,175 Est. Cost $261.90 Unrealized
IUSV ISHARES TR 6.0%
Value ($000) $105,611 Shares 1,579,106 Est. Cost $68.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 6.0%
Value ($000) $105,140 Shares 2,524,370 Est. Cost $42.98 Unrealized
IWM ISHARES TR 5.3%
Value ($000) $92,392 Shares 545,535 Est. Cost $163.01 Unrealized
IJH ISHARES TR 4.4%
Value ($000) $77,872 Shares 344,217 Est. Cost $186.29 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 3.2%
Value ($000) $56,428 Shares 804,281 Est. Cost $70.16 Unrealized
MUNI PIMCO ETF TR 3.2%
Value ($000) $55,888 Shares 1,085,631 Est. Cost $51.48 Unrealized
SUB ISHARES TR 2.3%
Value ($000) $39,705 Shares 379,338 Est. Cost $104.67 Unrealized
VNQ VANGUARD INDEX FDS 2.0%
Value ($000) $35,873 Shares 393,732 Est. Cost $85.15 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $30,486 Shares 80,407 Est. Cost $295.12 Unrealized
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $28,861 Shares 371,675 Est. Cost $91.97 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $21,940 Shares 160,474 Est. Cost $92.83 Unrealized +60.1%
VEA VANGUARD TAX-MANAGED INTL FD 1.2%
Value ($000) $21,856 Shares 535,683 Est. Cost $40.99 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $19,638 Shares 193,137 Est. Cost $115.52 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $16,972 Shares 66,083 Est. Cost $101.73 Unrealized +158.9%
MUB ISHARES TR 0.9%
Value ($000) $16,656 Shares 156,597 Est. Cost $106.77 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $15,480 Shares 7,103 Est. Cost $58.58 Unrealized +99.5%
VBK VANGUARD INDEX FDS 0.8%
Value ($000) $14,885 Shares 75,548 Est. Cost $198.72 Unrealized
ICSH ISHARES TR 0.8%
Value ($000) $14,491 Shares 289,584 Est. Cost $50.38 Unrealized
V VISA INC 0.8%
Value ($000) $13,731 Shares 69,738 Est. Cost $127.68 Unrealized +57.5%
AMZN AMAZON COM INC 0.7%
Value ($000) $12,462 Shares 117,331 Est. Cost $122.92 Unrealized +1.8%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $11,589 Shares 75,755 Est. Cost $92.32 Unrealized +60.2%
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $11,453 Shares 228,645 Est. Cost $50.42 Unrealized
EMB ISHARES TR 0.6%
Value ($000) $10,926 Shares 128,053 Est. Cost $85.32 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $10,464 Shares 92,920 Est. Cost $93.37 Unrealized +21.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $10,071 Shares 56,735 Est. Cost $102.36 Unrealized +56.3%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $9,489 Shares 53,882 Est. Cost $167.78 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $9,362 Shares 45,735 Est. Cost $130.26 Unrealized +39.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $9,180 Shares 63,404 Est. Cost $84.59 Unrealized +68.7%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $8,514 Shares 4,868 Est. Cost $1860.00 Unrealized +12.9%
CB CHUBB LIMITED 0.5%
Value ($000) $8,087 Shares 41,141 Est. Cost $126.57 Unrealized +55.1%
DHR DANAHER CORPORATION 0.5%
Value ($000) $8,083 Shares 31,884 Est. Cost $87.56 Unrealized +158.4%
NEAR ISHARES U S ETF TR 0.5%
Value ($000) $8,042 Shares 163,263 Est. Cost $50.14 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $7,974 Shares 55,456 Est. Cost $67.85 Unrealized +102.3%
ESGU ISHARES TR 0.4%
Value ($000) $7,875 Shares 93,866 Est. Cost $92.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $7,584 Shares 41,546 Est. Cost $85.15 Unrealized +80.1%
ABT ABBOTT LABS 0.4%
Value ($000) $7,531 Shares 69,313 Est. Cost $57.82 Unrealized +83.5%
CVS CVS HEALTH CORP 0.4%
Value ($000) $7,222 Shares 77,936 Est. Cost $52.92 Unrealized +62.3%
CRM SALESFORCE INC 0.4%
Value ($000) $6,933 Shares 42,006 Est. Cost $133.14 Unrealized +31.1%
AAXJ ISHARES TR 0.4%
Value ($000) $6,722 Shares 97,145 Est. Cost $69.20 Unrealized
ESML ISHARES TR 0.4%
Value ($000) $6,660 Shares 211,440 Est. Cost $32.93 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $6,618 Shares 43,660 Est. Cost $17.44 Unrealized +8.0%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $6,613 Shares 106,512 Est. Cost $37.98 Unrealized +50.7%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $6,554 Shares 26,639 Est. Cost $160.16 Unrealized +59.3%
HON HONEYWELL INTL INC 0.4%
Value ($000) $6,378 Shares 36,695 Est. Cost $118.88 Unrealized +39.9%
ECL ECOLAB INC 0.4%
Value ($000) $6,230 Shares 40,516 Est. Cost $146.37 Unrealized +8.6%
TJX TJX COS INC NEW 0.4%
Value ($000) $6,171 Shares 110,499 Est. Cost $49.65 Unrealized +15.6%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $6,131 Shares 27,383 Est. Cost $219.23 Unrealized +13.2%
BLACKROCK INC 0.3%
Value ($000) $6,047 Shares 9,929 Est. Cost $506.54 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $6,017 Shares 27,964 Est. Cost $90.26 Unrealized +120.1%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $5,908 Shares 29,996 Est. Cost $170.39 Unrealized
ESGD ISHARES TR 0.3%
Value ($000) $5,885 Shares 93,763 Est. Cost $67.88 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $5,620 Shares 28,251 Est. Cost $243.66 Unrealized -7.3%
BA BOEING CO 0.3%
Value ($000) $5,428 Shares 39,698 Est. Cost $199.20 Unrealized -25.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $5,397 Shares 57,173 Est. Cost $101.45 Unrealized +6.9%
INTC INTEL CORP 0.3%
Value ($000) $5,394 Shares 144,177 Est. Cost $44.81 Unrealized -9.3%
NULV NUSHARES ETF TR 0.3%
Value ($000) $5,375 Shares 161,010 Est. Cost $36.47 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $4,933 Shares 11,929 Est. Cost $358.71 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $4,813 Shares 56,817 Est. Cost $70.93 Unrealized +6.8%
TSLA TESLA INC 0.3%
Value ($000) $4,636 Shares 6,884 Est. Cost $263.54 Unrealized +3.6%
META META PLATFORMS INC 0.3%
Value ($000) $4,553 Shares 28,233 Est. Cost $157.12 Unrealized +21.9%
ACWX ISHARES TR 0.3%
Value ($000) $4,444 Shares 98,756 Est. Cost $50.46 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $4,220 Shares 24,553 Est. Cost $166.76 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $4,198 Shares 22,259 Est. Cost $159.44 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $4,149 Shares 16,234 Est. Cost $195.00 Unrealized +13.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $3,873 Shares 28,096 Est. Cost $99.13 Unrealized +43.5%
EEM ISHARES TR 0.2%
Value ($000) $3,771 Shares 94,047 Est. Cost $43.34 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,518 Shares 15,093 Est. Cost $179.35 Unrealized +27.4%
ICLN ISHARES TR 0.2%
Value ($000) $3,292 Shares 172,823 Est. Cost $21.59 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $3,267 Shares 101,124 Est. Cost $35.42 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $3,221 Shares 24,216 Est. Cost $136.20 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,088 Shares 75,778 Est. Cost $47.12 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $2,786 Shares 12,814 Est. Cost $188.51 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $2,734 Shares 13,158 Est. Cost $168.92 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,616 Shares 83,177 Est. Cost $37.50 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,501 Shares 55,997 Est. Cost $80.18 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $2,317 Shares 24,325 Est. Cost $95.25 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,271 Shares 8,180 Est. Cost $187.94 Unrealized +51.4%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $2,071 Shares 8,439 Est. Cost $132.96 Unrealized +64.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,064 Shares 4,307 Est. Cost $158.17 Unrealized +206.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,971 Shares 15,367 Est. Cost $84.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,879 Shares 859 Est. Cost $82.19 Unrealized +42.7%
ACWI ISHARES TR 0.1%
Value ($000) $1,786 Shares 21,291 Est. Cost $99.94 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $1,737 Shares 34,364 Est. Cost $50.55 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,729 Shares 7,757 Est. Cost $166.26 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $1,682 Shares 17,248 Est. Cost $99.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,648 Shares 3,209 Est. Cost $275.11 Unrealized +71.2%
HD HOME DEPOT INC 0.1%
Value ($000) $1,623 Shares 5,917 Est. Cost $201.66 Unrealized +33.4%
IWO ISHARES TR 0.1%
Value ($000) $1,418 Shares 6,872 Est. Cost $203.58 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,380 Shares 8,191 Est. Cost $165.61 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,289 Shares 10,141 Est. Cost $95.62 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,225 Shares 9,292 Est. Cost $131.83 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,171 Shares 8,159 Est. Cost $103.36 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,163 Shares 23,288 Est. Cost $54.41 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,076 Shares 6,236 Est. Cost $118.27 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,024 Shares 24,013 Est. Cost $36.30 Unrealized +17.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,016 Shares 3,722 Est. Cost $240.74 Unrealized +30.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $974 Shares 11,368 Est. Cost $49.58 Unrealized +60.5%
ABBV ABBVIE INC 0.1%
Value ($000) $958 Shares 6,258 Est. Cost $79.16 Unrealized +69.4%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $912 Shares 7,845 Est. Cost $64.62 Unrealized +59.9%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $784 Shares 30,898 Est. Cost $30.49 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $716 Shares 16,206 Est. Cost $44.18 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $686 Shares 21,974 Est. Cost $40.92 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $636 Shares 3,690 Est. Cost $147.82 Unrealized
FISV FISERV INC 0.0%
Value ($000) $623 Shares 7,003 Est. Cost $102.71 Unrealized -5.6%
COUPA SOFTWARE INC 0.0%
Value ($000) $618 Shares 10,819 Est. Cost $262.14 Unrealized
SPDR SER TR 0.0%
Value ($000) $608 Shares 7,594 Est. Cost $60.13 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $534 Shares 2,440 Est. Cost $145.62 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $529 Shares 7,565 Est. Cost $50.86 Unrealized +37.3%
IWD ISHARES TR 0.0%
Value ($000) $528 Shares 3,643 Est. Cost $130.51 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $526 Shares 2,131 Est. Cost $165.77 Unrealized +36.6%
PEP PEPSICO INC 0.0%
Value ($000) $520 Shares 3,120 Est. Cost $123.48 Unrealized +21.3%
AFL AFLAC INC 0.0%
Value ($000) $502 Shares 9,072 Est. Cost $38.55 Unrealized +41.0%
UNP UNION PAC CORP 0.0%
Value ($000) $499 Shares 2,340 Est. Cost $113.98 Unrealized +83.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $499 Shares 5,189 Est. Cost $81.47 Unrealized +8.7%
EXFY EXPENSIFY INC 0.0%
Value ($000) $484 Shares 27,189 Est. Cost $17.70 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $476 Shares 1,234 Est. Cost $263.54 Unrealized +53.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $443 Shares 7,523 Est. Cost $58.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $429 Shares 3,037 Est. Cost $105.18 Unrealized +11.7%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $405 Shares 10,068 Est. Cost $44.80 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $402 Shares 6,367 Est. Cost $51.86 Unrealized +26.4%
IVLU ISHARES TR 0.0%
Value ($000) $395 Shares 17,810 Est. Cost $20.75 Unrealized
GVI ISHARES TR 0.0%
Value ($000) $391 Shares 3,703 Est. Cost $105.59 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $378 Shares 7,217 Est. Cost $25.65 Unrealized +63.8%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $371 Shares 15,913 Est. Cost $26.96 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $369 Shares 4,047 Est. Cost $65.06 Unrealized +21.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $336 Shares 4,361 Est. Cost $47.62 Unrealized +36.4%
ARISTA NETWORKS INC 0.0%
Value ($000) $319 Shares 3,400 Est. Cost $198.52 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $313 Shares 1,789 Est. Cost $184.47 Unrealized -2.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $302 Shares 1,440 Est. Cost $202.51 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $302 Shares 7,711 Est. Cost $35.03 Unrealized +14.1%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $301 Shares 1,072 Est. Cost $218.79 Unrealized
FIVN FIVE9 INC 0.0%
Value ($000) $294 Shares 3,224 Est. Cost $42.64 Unrealized +137.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $278 Shares 880 Est. Cost $337.29 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $278 Shares 103,575 Est. Cost $6.18 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $275 Shares 752 Est. Cost $430.53 Unrealized -5.5%
IEMG ISHARES INC 0.0%
Value ($000) $263 Shares 5,355 Est. Cost $58.47 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $263 Shares 3,463 Est. Cost $73.51 Unrealized
JACOBS ENGR GROUP INC 0.0%
Value ($000) $260 Shares 2,042 Est. Cost $108.72 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $251 Shares 12,291 Est. Cost $52.23 Unrealized -49.2%
LINDE PLC 0.0%
Value ($000) $247 Shares 860 Est. Cost $287.21 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $246 Shares 2,487 Est. Cost $61.65 Unrealized +38.5%
HOLX HOLOGIC INC 0.0%
Value ($000) $243 Shares 3,509 Est. Cost $49.07 Unrealized +51.3%
O REALTY INCOME CORP 0.0%
Value ($000) $238 Shares 3,482 Est. Cost $40.30 Unrealized +40.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $228 Shares 4,488 Est. Cost $39.33 Unrealized +2.0%
SUSA ISHARES TR 0.0%
Value ($000) $227 Shares 2,812 Est. Cost $105.25 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $226 Shares 1,472 Est. Cost $150.98 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $224 Shares 4,494 Est. Cost $49.84 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $220 Shares 1,612 Est. Cost $159.66 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $209 Shares 769 Est. Cost $259.07 Unrealized +11.9%
TERRAN ORBITAL CORPORATION 0.0%
Value ($000) $183 Shares 40,000 Est. Cost $4.58 Unrealized
ATRECA INC 0.0%
Value ($000) $22 Shares 12,500 Est. Cost $14.00 Unrealized