Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $1,771,634 (100.0% shares, 0.0% debt)

Holdings (160)

SPY SPDR S&P 500 ETF TR 13.8%
Value ($000) $244,752 Shares 639,992 Est. Cost $265.54 Unrealized
EFA ISHARES TR 9.9%
Value ($000) $175,125 Shares 2,667,960 Est. Cost $66.97 Unrealized
VOO VANGUARD INDEX FDS 7.1%
Value ($000) $126,170 Shares 359,110 Est. Cost $262.60 Unrealized
IJH ISHARES TR 6.0%
Value ($000) $106,978 Shares 442,257 Est. Cost $199.96 Unrealized
IUSV ISHARES TR 5.9%
Value ($000) $103,684 Shares 1,467,990 Est. Cost $68.62 Unrealized
IWM ISHARES TR 5.8%
Value ($000) $102,410 Shares 587,350 Est. Cost $163.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.1%
Value ($000) $90,804 Shares 2,329,510 Est. Cost $42.98 Unrealized
SUB ISHARES TR 3.5%
Value ($000) $62,252 Shares 597,028 Est. Cost $104.49 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $45,183 Shares 733,251 Est. Cost $70.16 Unrealized
AGG ISHARES TR 2.5%
Value ($000) $44,096 Shares 454,647 Est. Cost $104.65 Unrealized
VNQ VANGUARD INDEX FDS 2.1%
Value ($000) $37,938 Shares 459,963 Est. Cost $84.73 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $31,058 Shares 80,835 Est. Cost $300.59 Unrealized
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $28,666 Shares 385,713 Est. Cost $90.85 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $20,972 Shares 161,413 Est. Cost $94.01 Unrealized +49.7%
ICSH ISHARES TR 1.1%
Value ($000) $20,265 Shares 404,974 Est. Cost $50.28 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $15,803 Shares 65,897 Est. Cost $103.76 Unrealized +125.6%
JPST J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $15,658 Shares 312,345 Est. Cost $50.34 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $14,874 Shares 354,389 Est. Cost $41.34 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $14,782 Shares 255,649 Est. Cost $57.85 Unrealized
EEM ISHARES TR 0.8%
Value ($000) $14,331 Shares 378,134 Est. Cost $39.21 Unrealized
V VISA INC 0.8%
Value ($000) $13,811 Shares 66,477 Est. Cost $127.68 Unrealized +54.3%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $12,576 Shares 93,782 Est. Cost $93.77 Unrealized +25.5%
NEAR ISHARES U S ETF TR 0.7%
Value ($000) $12,416 Shares 252,006 Est. Cost $49.83 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $12,259 Shares 138,949 Est. Cost $108.65 Unrealized -13.2%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $11,229 Shares 71,574 Est. Cost $92.32 Unrealized +65.9%
MUB ISHARES TR 0.6%
Value ($000) $10,942 Shares 103,699 Est. Cost $106.26 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $10,862 Shares 60,513 Est. Cost $84.59 Unrealized +81.1%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $10,000 Shares 56,611 Est. Cost $103.02 Unrealized +52.5%
AMZN AMAZON COM INC 0.6%
Value ($000) $9,978 Shares 118,780 Est. Cost $122.46 Unrealized -19.3%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $9,512 Shares 4,720 Est. Cost $1860.00 Unrealized +0.4%
ESML ISHARES TR 0.5%
Value ($000) $9,301 Shares 282,892 Est. Cost $32.91 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $9,266 Shares 46,207 Est. Cost $200.40 Unrealized
ESGU ISHARES TR 0.5%
Value ($000) $9,060 Shares 106,904 Est. Cost $90.57 Unrealized
CB CHUBB LIMITED 0.5%
Value ($000) $8,759 Shares 39,708 Est. Cost $126.57 Unrealized +58.0%
ABT ABBOTT LABS 0.5%
Value ($000) $8,563 Shares 77,999 Est. Cost $62.73 Unrealized +55.6%
TJX TJX COS INC NEW 0.5%
Value ($000) $8,560 Shares 107,542 Est. Cost $49.65 Unrealized +42.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $8,366 Shares 55,199 Est. Cost $68.53 Unrealized +89.4%
DHR DANAHER CORPORATION 0.5%
Value ($000) $8,171 Shares 30,783 Est. Cost $87.56 Unrealized +160.5%
HON HONEYWELL INTL INC 0.4%
Value ($000) $7,827 Shares 36,525 Est. Cost $118.88 Unrealized +50.4%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $7,619 Shares 26,183 Est. Cost $160.16 Unrealized +72.0%
CME CME GROUP INC 0.4%
Value ($000) $7,567 Shares 44,998 Est. Cost $130.26 Unrealized +15.9%
ESGD ISHARES TR 0.4%
Value ($000) $7,385 Shares 112,343 Est. Cost $67.48 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $7,303 Shares 21,701 Est. Cost $380.19 Unrealized -15.9%
BA BOEING CO 0.4%
Value ($000) $7,248 Shares 38,048 Est. Cost $199.20 Unrealized -17.9%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $7,209 Shares 41,470 Est. Cost $86.18 Unrealized +71.8%
BLACKROCK INC 0.4%
Value ($000) $6,998 Shares 9,875 Est. Cost $506.54 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $6,961 Shares 104,447 Est. Cost $37.98 Unrealized +52.7%
CVS CVS HEALTH CORP 0.4%
Value ($000) $6,955 Shares 74,633 Est. Cost $52.92 Unrealized +62.4%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $6,939 Shares 47,479 Est. Cost $17.23 Unrealized -15.0%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $6,559 Shares 32,181 Est. Cost $172.15 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $6,525 Shares 35,552 Est. Cost $169.15 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $6,446 Shares 26,364 Est. Cost $243.66 Unrealized -9.8%
NULV NUSHARES ETF TR 0.4%
Value ($000) $6,393 Shares 186,701 Est. Cost $36.01 Unrealized
AAXJ ISHARES TR 0.4%
Value ($000) $6,313 Shares 97,440 Est. Cost $65.35 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $6,031 Shares 26,046 Est. Cost $90.26 Unrealized +135.0%
ECL ECOLAB INC 0.3%
Value ($000) $5,757 Shares 39,548 Est. Cost $146.37 Unrealized -3.1%
CRM SALESFORCE INC 0.3%
Value ($000) $5,489 Shares 41,400 Est. Cost $133.14 Unrealized +8.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $5,264 Shares 11,888 Est. Cost $358.71 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $5,051 Shares 58,140 Est. Cost $101.31 Unrealized -7.8%
TLT ISHARES TR 0.3%
Value ($000) $4,818 Shares 48,391 Est. Cost $99.56 Unrealized
ACWX ISHARES TR 0.3%
Value ($000) $4,620 Shares 101,539 Est. Cost $50.18 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $4,577 Shares 26,757 Est. Cost $99.13 Unrealized +72.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $4,252 Shares 22,240 Est. Cost $160.31 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $4,121 Shares 53,910 Est. Cost $70.93 Unrealized +4.2%
ESGE ISHARES INC 0.2%
Value ($000) $4,032 Shares 134,090 Est. Cost $33.74 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $3,542 Shares 134,027 Est. Cost $44.81 Unrealized -40.5%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $3,494 Shares 23,301 Est. Cost $136.20 Unrealized +22.9%
IWB ISHARES TR 0.2%
Value ($000) $3,362 Shares 15,970 Est. Cost $176.00 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,361 Shares 14,504 Est. Cost $179.35 Unrealized +26.1%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $3,258 Shares 23,207 Est. Cost $137.09 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $3,247 Shares 15,326 Est. Cost $195.00 Unrealized -4.3%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,217 Shares 77,308 Est. Cost $46.94 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $3,193 Shares 26,531 Est. Cost $157.19 Unrealized -25.8%
ICLN ISHARES TR 0.2%
Value ($000) $3,152 Shares 158,772 Est. Cost $21.48 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,032 Shares 20,691 Est. Cost $166.76 Unrealized -14.1%
ABBV ABBVIE INC 0.2%
Value ($000) $3,020 Shares 18,687 Est. Cost $117.39 Unrealized +16.9%
IVLU ISHARES TR 0.2%
Value ($000) $2,933 Shares 126,575 Est. Cost $22.85 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $2,685 Shares 12,168 Est. Cost $188.51 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,528 Shares 55,994 Est. Cost $80.18 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $2,527 Shares 20,517 Est. Cost $271.96 Unrealized -30.4%
MUNI PIMCO ETF TR 0.1%
Value ($000) $2,249 Shares 43,777 Est. Cost $51.48 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,168 Shares 8,123 Est. Cost $187.94 Unrealized +40.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $2,098 Shares 8,520 Est. Cost $134.76 Unrealized +73.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,070 Shares 64,256 Est. Cost $37.50 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,023 Shares 6,406 Est. Cost $207.40 Unrealized +35.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,021 Shares 14,879 Est. Cost $84.22 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $1,981 Shares 21,893 Est. Cost $93.01 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,890 Shares 4,139 Est. Cost $158.17 Unrealized +196.4%
ACWI ISHARES TR 0.1%
Value ($000) $1,803 Shares 21,246 Est. Cost $99.94 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,665 Shares 7,815 Est. Cost $166.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,607 Shares 3,031 Est. Cost $275.11 Unrealized +81.9%
GOOG ALPHABET INC 0.1%
Value ($000) $1,518 Shares 17,108 Est. Cost $110.59 Unrealized -14.3%
IWO ISHARES TR 0.1%
Value ($000) $1,489 Shares 6,939 Est. Cost $203.58 Unrealized
NUSC NUSHARES ETF TR 0.1%
Value ($000) $1,407 Shares 41,156 Est. Cost $32.80 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $1,391 Shares 16,441 Est. Cost $84.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,277 Shares 4,133 Est. Cost $249.34 Unrealized +19.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,097 Shares 23,024 Est. Cost $36.30 Unrealized +14.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,084 Shares 8,709 Est. Cost $95.62 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,076 Shares 7,087 Est. Cost $103.36 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,017 Shares 7,837 Est. Cost $64.62 Unrealized +79.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $996 Shares 19,864 Est. Cost $54.41 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $927 Shares 5,437 Est. Cost $118.27 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $888 Shares 17,824 Est. Cost $49.82 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $800 Shares 98,320 Est. Cost $9.80 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $731 Shares 30,898 Est. Cost $30.49 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $718 Shares 54,348 Est. Cost $14.27 Unrealized -4.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $713 Shares 6,467 Est. Cost $49.58 Unrealized +94.2%
FISV FISERV INC 0.0%
Value ($000) $706 Shares 6,986 Est. Cost $102.71 Unrealized -3.0%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $692 Shares 21,974 Est. Cost $40.92 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $689 Shares 4,541 Est. Cost $138.11 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $647 Shares 13,835 Est. Cost $46.44 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $643 Shares 3,690 Est. Cost $147.82 Unrealized
COUPA SOFTWARE INC 0.0%
Value ($000) $619 Shares 7,820 Est. Cost $262.14 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $603 Shares 2,287 Est. Cost $171.01 Unrealized +43.4%
PEP PEPSICO INC 0.0%
Value ($000) $586 Shares 3,243 Est. Cost $124.75 Unrealized +29.0%
AFL AFLAC INC 0.0%
Value ($000) $581 Shares 8,078 Est. Cost $38.55 Unrealized +62.1%
UNP UNION PAC CORP 0.0%
Value ($000) $579 Shares 2,798 Est. Cost $127.15 Unrealized +49.6%
IYR ISHARES TR 0.0%
Value ($000) $577 Shares 6,858 Est. Cost $81.37 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $557 Shares 2,598 Est. Cost $151.22 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $542 Shares 6,631 Est. Cost $50.86 Unrealized +43.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $536 Shares 2,243 Est. Cost $211.92 Unrealized +8.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $513 Shares 3,025 Est. Cost $165.61 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $496 Shares 1,427 Est. Cost $331.68 Unrealized -2.5%
SPDR SER TR 0.0%
Value ($000) $496 Shares 6,031 Est. Cost $61.74 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $484 Shares 5,812 Est. Cost $52.11 Unrealized +42.4%
INTU INTUIT 0.0%
Value ($000) $474 Shares 1,219 Est. Cost $263.54 Unrealized +47.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $448 Shares 4,436 Est. Cost $81.52 Unrealized +7.5%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $442 Shares 10,068 Est. Cost $44.80 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $433 Shares 6,805 Est. Cost $54.92 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $432 Shares 3,897 Est. Cost $65.35 Unrealized +42.0%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $419 Shares 16,256 Est. Cost $22.34 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $417 Shares 8,139 Est. Cost $28.09 Unrealized +43.1%
ARISTA NETWORKS INC 0.0%
Value ($000) $409 Shares 3,370 Est. Cost $198.52 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $387 Shares 15,209 Est. Cost $23.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $380 Shares 2,698 Est. Cost $105.18 Unrealized +17.0%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $371 Shares 15,297 Est. Cost $26.96 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $358 Shares 3,606 Est. Cost $87.55 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $343 Shares 1,723 Est. Cost $184.43 Unrealized +2.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $303 Shares 12,263 Est. Cost $52.23 Unrealized -47.6%
SUSA ISHARES TR 0.0%
Value ($000) $300 Shares 3,641 Est. Cost $95.34 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $296 Shares 4,111 Est. Cost $49.61 Unrealized +31.5%
LINDE PLC 0.0%
Value ($000) $290 Shares 889 Est. Cost $291.94 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $277 Shares 6,718 Est. Cost $35.03 Unrealized +16.6%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $277 Shares 3,463 Est. Cost $73.51 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $256 Shares 1,552 Est. Cost $151.05 Unrealized +0.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $252 Shares 946 Est. Cost $218.79 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $249 Shares 6,315 Est. Cost $37.72 Unrealized -18.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $245 Shares 2,042 Est. Cost $100.68 Unrealized -5.0%
EXFY EXPENSIFY INC 0.0%
Value ($000) $240 Shares 27,189 Est. Cost $17.70 Unrealized -36.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $226 Shares 6,500 Est. Cost $34.15 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $224 Shares 1,612 Est. Cost $159.66 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $221 Shares 3,482 Est. Cost $40.30 Unrealized +29.6%
FIVN FIVE9 INC 0.0%
Value ($000) $219 Shares 3,224 Est. Cost $42.64 Unrealized +47.2%
NKE NIKE INC 0.0%
Value ($000) $208 Shares 1,777 Est. Cost $95.30 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $205 Shares 2,745 Est. Cost $71.21 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $204 Shares 1,725 Est. Cost $109.40 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $130 Shares 73,575 Est. Cost $6.18 Unrealized -66.3%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $124 Shares 16,990 Est. Cost $7.28 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $68 Shares 10,648 Est. Cost $8.89 Unrealized -14.8%
ATRECA INC 0.0%
Value ($000) $10 Shares 12,500 Est. Cost $14.00 Unrealized