Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $1,863,363 (100.0% shares, 0.0% debt)

Holdings (155)

SPY SPDR S&P 500 ETF TR 14.0%
Value ($000) $260,552 Shares 636,439 Est. Cost $265.54 Unrealized
EFA ISHARES TR 10.2%
Value ($000) $190,646 Shares 2,665,626 Est. Cost $66.97 Unrealized
VOO VANGUARD INDEX FDS 7.3%
Value ($000) $135,347 Shares 359,898 Est. Cost $262.60 Unrealized
IJH ISHARES TR 5.9%
Value ($000) $110,248 Shares 440,711 Est. Cost $199.96 Unrealized
IUSV ISHARES TR 5.9%
Value ($000) $109,998 Shares 1,490,895 Est. Cost $68.70 Unrealized
IWM ISHARES TR 5.7%
Value ($000) $106,420 Shares 596,527 Est. Cost $163.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.2%
Value ($000) $96,648 Shares 2,392,270 Est. Cost $42.91 Unrealized
VNQ VANGUARD INDEX FDS 3.7%
Value ($000) $68,098 Shares 820,061 Est. Cost $83.99 Unrealized
SUB ISHARES TR 3.4%
Value ($000) $62,748 Shares 599,428 Est. Cost $104.49 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 2.9%
Value ($000) $53,989 Shares 824,141 Est. Cost $69.65 Unrealized
AGG ISHARES TR 2.6%
Value ($000) $48,133 Shares 483,074 Est. Cost $104.36 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $32,958 Shares 80,173 Est. Cost $300.59 Unrealized
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $29,968 Shares 390,516 Est. Cost $90.67 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $26,661 Shares 161,682 Est. Cost $94.01 Unrealized +54.8%
MSFT MICROSOFT CORP 1.0%
Value ($000) $18,967 Shares 65,789 Est. Cost $103.76 Unrealized +140.4%
GOOGL ALPHABET INC 0.9%
Value ($000) $16,573 Shares 159,769 Est. Cost $106.90 Unrealized -10.9%
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $15,831 Shares 270,424 Est. Cost $57.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $15,226 Shares 337,090 Est. Cost $41.34 Unrealized
V VISA INC 0.8%
Value ($000) $14,811 Shares 65,691 Est. Cost $127.68 Unrealized +70.6%
EEM ISHARES TR 0.7%
Value ($000) $13,456 Shares 341,005 Est. Cost $39.21 Unrealized
ICSH ISHARES TR 0.7%
Value ($000) $12,721 Shares 253,163 Est. Cost $50.28 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $12,489 Shares 44,963 Est. Cost $17.23 Unrealized +25.5%
AMZN AMAZON COM INC 0.7%
Value ($000) $12,343 Shares 119,499 Est. Cost $122.46 Unrealized -21.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $12,164 Shares 93,350 Est. Cost $93.77 Unrealized +36.7%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $12,092 Shares 4,559 Est. Cost $1860.00 Unrealized +28.7%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $11,578 Shares 70,954 Est. Cost $92.32 Unrealized +58.5%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $10,200 Shares 202,710 Est. Cost $50.34 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $9,904 Shares 60,703 Est. Cost $84.59 Unrealized +75.5%
ESGU ISHARES TR 0.5%
Value ($000) $9,670 Shares 106,914 Est. Cost $90.57 Unrealized
ESML ISHARES TR 0.5%
Value ($000) $9,653 Shares 283,982 Est. Cost $32.91 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $8,851 Shares 57,101 Est. Cost $103.02 Unrealized +43.5%
CME CME GROUP INC 0.5%
Value ($000) $8,606 Shares 44,935 Est. Cost $130.26 Unrealized +24.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $8,373 Shares 21,727 Est. Cost $380.19 Unrealized -6.5%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $8,279 Shares 55,679 Est. Cost $68.53 Unrealized +94.4%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $8,215 Shares 24,441 Est. Cost $160.16 Unrealized +99.9%
CRM SALESFORCE INC 0.4%
Value ($000) $8,172 Shares 40,906 Est. Cost $133.14 Unrealized +25.3%
TJX TJX COS INC NEW 0.4%
Value ($000) $8,128 Shares 103,726 Est. Cost $49.65 Unrealized +52.4%
BA BOEING CO 0.4%
Value ($000) $8,100 Shares 38,128 Est. Cost $199.20 Unrealized +4.3%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $8,014 Shares 41,311 Est. Cost $86.18 Unrealized +83.5%
ABT ABBOTT LABS 0.4%
Value ($000) $7,962 Shares 78,627 Est. Cost $62.73 Unrealized +59.4%
ESGD ISHARES TR 0.4%
Value ($000) $7,876 Shares 109,628 Est. Cost $67.48 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $7,760 Shares 39,965 Est. Cost $126.57 Unrealized +60.2%
DHR DANAHER CORPORATION 0.4%
Value ($000) $7,671 Shares 30,436 Est. Cost $87.56 Unrealized +155.9%
SYK STRYKER CORPORATION 0.4%
Value ($000) $7,606 Shares 26,644 Est. Cost $243.81 Unrealized +5.7%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $7,288 Shares 104,526 Est. Cost $37.98 Unrealized +60.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $7,030 Shares 36,785 Est. Cost $118.88 Unrealized +48.6%
ECL ECOLAB INC 0.4%
Value ($000) $6,647 Shares 40,158 Est. Cost $146.44 Unrealized +3.1%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $6,587 Shares 31,232 Est. Cost $172.15 Unrealized
BLACKROCK INC 0.4%
Value ($000) $6,549 Shares 9,788 Est. Cost $506.54 Unrealized
NULV NUSHARES ETF TR 0.4%
Value ($000) $6,530 Shares 191,655 Est. Cost $35.96 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $6,354 Shares 24,976 Est. Cost $90.26 Unrealized +140.6%
META META PLATFORMS INC 0.3%
Value ($000) $6,200 Shares 29,254 Est. Cost $158.30 Unrealized +6.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $6,009 Shares 60,011 Est. Cost $101.23 Unrealized -2.7%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $5,848 Shares 30,850 Est. Cost $169.15 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $5,679 Shares 76,424 Est. Cost $53.44 Unrealized +40.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $5,450 Shares 11,888 Est. Cost $358.71 Unrealized
ACWX ISHARES TR 0.3%
Value ($000) $4,952 Shares 101,539 Est. Cost $50.18 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $4,830 Shares 44,834 Est. Cost $106.26 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $4,707 Shares 22,689 Est. Cost $262.63 Unrealized -33.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $4,502 Shares 22,057 Est. Cost $160.31 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $4,376 Shares 19,798 Est. Cost $235.72 Unrealized 0.0%
ESGE ISHARES INC 0.2%
Value ($000) $4,283 Shares 136,069 Est. Cost $33.71 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $4,182 Shares 25,900 Est. Cost $99.13 Unrealized +71.2%
SYY SYSCO CORP 0.2%
Value ($000) $4,118 Shares 53,316 Est. Cost $70.93 Unrealized -0.4%
ZTS ZOETIS INC 0.2%
Value ($000) $3,762 Shares 22,601 Est. Cost $166.10 Unrealized -4.3%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $3,630 Shares 23,036 Est. Cost $136.20 Unrealized +10.9%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,435 Shares 77,308 Est. Cost $46.94 Unrealized
ICLN ISHARES TR 0.2%
Value ($000) $3,301 Shares 166,899 Est. Cost $21.40 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,297 Shares 14,595 Est. Cost $179.35 Unrealized +17.6%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $3,164 Shares 15,482 Est. Cost $194.95 Unrealized -2.7%
DASH DOORDASH INC 0.2%
Value ($000) $3,141 Shares 49,416 Est. Cost $57.35 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $2,989 Shares 18,755 Est. Cost $117.39 Unrealized +17.7%
IWV ISHARES TR 0.2%
Value ($000) $2,861 Shares 12,153 Est. Cost $188.51 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,708 Shares 55,994 Est. Cost $80.18 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $2,481 Shares 11,015 Est. Cost $176.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,368 Shares 8,286 Est. Cost $189.39 Unrealized +38.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $2,297 Shares 10,615 Est. Cost $200.40 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,236 Shares 64,256 Est. Cost $37.50 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,040 Shares 4,105 Est. Cost $158.17 Unrealized +197.9%
HD HOME DEPOT INC 0.1%
Value ($000) $2,013 Shares 6,822 Est. Cost $212.11 Unrealized +34.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,957 Shares 7,844 Est. Cost $166.26 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $1,937 Shares 21,246 Est. Cost $99.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,926 Shares 14,879 Est. Cost $84.22 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $1,899 Shares 27,976 Est. Cost $65.35 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,835 Shares 17,644 Est. Cost $110.14 Unrealized -13.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,775 Shares 8,433 Est. Cost $134.76 Unrealized +57.4%
TLT ISHARES TR 0.1%
Value ($000) $1,728 Shares 16,241 Est. Cost $99.56 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,559 Shares 6,872 Est. Cost $203.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,471 Shares 4,763 Est. Cost $257.12 Unrealized +19.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,432 Shares 3,031 Est. Cost $275.11 Unrealized +66.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,305 Shares 24,973 Est. Cost $36.97 Unrealized +21.3%
MUNI PIMCO ETF TR 0.1%
Value ($000) $1,256 Shares 24,031 Est. Cost $51.48 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,223 Shares 8,102 Est. Cost $95.62 Unrealized
NUSC NUSHARES ETF TR 0.1%
Value ($000) $1,145 Shares 32,339 Est. Cost $32.80 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,121 Shares 7,837 Est. Cost $64.62 Unrealized +94.9%
IVLU ISHARES TR 0.1%
Value ($000) $1,078 Shares 43,471 Est. Cost $22.85 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,070 Shares 6,946 Est. Cost $103.36 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,062 Shares 19,867 Est. Cost $54.41 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,014 Shares 5,423 Est. Cost $118.27 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $975 Shares 7,059 Est. Cost $137.09 Unrealized
FISV FISERV INC 0.0%
Value ($000) $790 Shares 6,986 Est. Cost $102.71 Unrealized +7.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $758 Shares 30,898 Est. Cost $30.49 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $741 Shares 21,974 Est. Cost $40.92 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $709 Shares 6,467 Est. Cost $49.58 Unrealized +102.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $701 Shares 54,348 Est. Cost $14.27 Unrealized -2.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $689 Shares 3,690 Est. Cost $147.82 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $676 Shares 14,076 Est. Cost $46.47 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $673 Shares 3,691 Est. Cost $128.88 Unrealized +23.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $610 Shares 2,182 Est. Cost $171.01 Unrealized +46.5%
IWF ISHARES TR 0.0%
Value ($000) $598 Shares 2,447 Est. Cost $151.22 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $595 Shares 6,399 Est. Cost $50.86 Unrealized +66.7%
ARISTA NETWORKS INC 0.0%
Value ($000) $566 Shares 3,370 Est. Cost $198.52 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $536 Shares 2,664 Est. Cost $127.15 Unrealized +49.0%
INTU INTUIT 0.0%
Value ($000) $535 Shares 1,200 Est. Cost $263.54 Unrealized +53.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $533 Shares 2,911 Est. Cost $165.61 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $521 Shares 8,078 Est. Cost $38.55 Unrealized +66.7%
SPDR SER TR 0.0%
Value ($000) $507 Shares 6,031 Est. Cost $61.74 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $491 Shares 2,205 Est. Cost $211.92 Unrealized -0.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $483 Shares 4,936 Est. Cost $82.61 Unrealized +11.7%
IWD ISHARES TR 0.0%
Value ($000) $469 Shares 3,077 Est. Cost $138.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $458 Shares 6,611 Est. Cost $54.10 Unrealized +13.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $456 Shares 1,255 Est. Cost $331.68 Unrealized +7.8%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $448 Shares 10,068 Est. Cost $44.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $427 Shares 3,256 Est. Cost $107.85 Unrealized +12.0%
IWN ISHARES TR 0.0%
Value ($000) $426 Shares 3,112 Est. Cost $148.76 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $415 Shares 3,898 Est. Cost $65.35 Unrealized +51.0%
EMB ISHARES TR 0.0%
Value ($000) $411 Shares 4,766 Est. Cost $84.81 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $402 Shares 14,297 Est. Cost $22.34 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $395 Shares 12,466 Est. Cost $51.90 Unrealized -38.9%
KO COCA COLA CO 0.0%
Value ($000) $391 Shares 6,298 Est. Cost $54.92 Unrealized +0.9%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $390 Shares 15,297 Est. Cost $26.96 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $376 Shares 3,606 Est. Cost $87.55 Unrealized +10.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $357 Shares 6,812 Est. Cost $54.77 Unrealized +28.2%
LOW LOWES COS INC 0.0%
Value ($000) $343 Shares 1,713 Est. Cost $184.43 Unrealized +4.2%
TGT TARGET CORP 0.0%
Value ($000) $335 Shares 2,025 Est. Cost $148.63 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $332 Shares 8,139 Est. Cost $28.09 Unrealized +30.1%
NKE NIKE INC 0.0%
Value ($000) $319 Shares 2,599 Est. Cost $102.07 Unrealized +14.3%
LIN LINDE PLC 0.0%
Value ($000) $316 Shares 889 Est. Cost $322.30 Unrealized 0.0%
SUSA ISHARES TR 0.0%
Value ($000) $304 Shares 3,463 Est. Cost $95.34 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $291 Shares 6,076 Est. Cost $34.15 Unrealized +28.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $289 Shares 1,552 Est. Cost $151.05 Unrealized +6.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $286 Shares 890 Est. Cost $218.79 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $279 Shares 3,463 Est. Cost $73.51 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $251 Shares 6,718 Est. Cost $35.03 Unrealized +15.5%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $251 Shares 11,234 Est. Cost $22.35 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $240 Shares 2,042 Est. Cost $100.68 Unrealized -3.4%
FIVN FIVE9 INC 0.0%
Value ($000) $233 Shares 3,224 Est. Cost $42.64 Unrealized +67.7%
MMM 3M CO 0.0%
Value ($000) $223 Shares 2,124 Est. Cost $84.88 Unrealized 0.0%
EXFY EXPENSIFY INC 0.0%
Value ($000) $222 Shares 27,189 Est. Cost $17.70 Unrealized -49.7%
HOLX HOLOGIC INC 0.0%
Value ($000) $222 Shares 2,745 Est. Cost $71.21 Unrealized +13.0%
O REALTY INCOME CORP 0.0%
Value ($000) $220 Shares 3,482 Est. Cost $40.30 Unrealized +36.8%
PFF ISHARES TR 0.0%
Value ($000) $205 Shares 6,554 Est. Cost $31.22 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $203 Shares 526 Est. Cost $357.27 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $134 Shares 48,575 Est. Cost $6.18 Unrealized -61.8%
ATRECA INC 0.0%
Value ($000) $14 Shares 12,500 Est. Cost $14.00 Unrealized