Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $2,012,691 (100.0% shares, 0.0% debt)

Holdings (153)

SPY SPDR S&P 500 ETF TR 16.7%
Value ($000) $336,222 Shares 758,487 Est. Cost $294.14 Unrealized
EFA ISHARES TR 9.6%
Value ($000) $193,632 Shares 2,670,783 Est. Cost $66.97 Unrealized
VOO VANGUARD INDEX FDS 9.1%
Value ($000) $182,178 Shares 447,305 Est. Cost $290.87 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 6.5%
Value ($000) $131,072 Shares 3,222,035 Est. Cost $42.33 Unrealized
IJH ISHARES TR 5.9%
Value ($000) $117,887 Shares 450,846 Est. Cost $201.35 Unrealized
IWM ISHARES TR 5.8%
Value ($000) $116,191 Shares 620,447 Est. Cost $164.41 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 3.7%
Value ($000) $73,629 Shares 1,158,964 Est. Cost $67.88 Unrealized
VNQ VANGUARD INDEX FDS 3.5%
Value ($000) $70,982 Shares 849,479 Est. Cost $83.97 Unrealized
SUB ISHARES TR 3.0%
Value ($000) $61,259 Shares 588,800 Est. Cost $104.49 Unrealized
AGG ISHARES TR 2.5%
Value ($000) $50,821 Shares 518,849 Est. Cost $103.91 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $40,908 Shares 91,783 Est. Cost $318.95 Unrealized
BIV VANGUARD BD INDEX FDS 1.6%
Value ($000) $31,669 Shares 420,966 Est. Cost $89.56 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $30,916 Shares 159,383 Est. Cost $94.01 Unrealized +83.0%
GOVT ISHARES TR 1.2%
Value ($000) $24,521 Shares 1,070,773 Est. Cost $22.90 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $21,941 Shares 64,431 Est. Cost $103.76 Unrealized +196.1%
GOOGL ALPHABET INC 1.0%
Value ($000) $19,174 Shares 160,181 Est. Cost $106.90 Unrealized +6.9%
VGSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $18,550 Shares 321,332 Est. Cost $57.86 Unrealized
ESGU ISHARES TR 0.8%
Value ($000) $16,401 Shares 168,289 Est. Cost $93.08 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $15,435 Shares 118,402 Est. Cost $122.46 Unrealized -6.7%
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $15,336 Shares 332,088 Est. Cost $41.34 Unrealized
V VISA INC 0.8%
Value ($000) $15,257 Shares 64,244 Est. Cost $127.68 Unrealized +75.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $13,761 Shares 32,530 Est. Cost $17.23 Unrealized +92.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $13,564 Shares 93,264 Est. Cost $93.77 Unrealized +38.3%
EEM ISHARES TR 0.7%
Value ($000) $13,194 Shares 333,520 Est. Cost $39.21 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $11,929 Shares 68,788 Est. Cost $92.32 Unrealized +72.0%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $11,625 Shares 4,305 Est. Cost $1860.00 Unrealized +39.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $10,554 Shares 21,583 Est. Cost $380.19 Unrealized +6.0%
ESML ISHARES TR 0.5%
Value ($000) $10,188 Shares 286,831 Est. Cost $32.94 Unrealized
ICSH ISHARES TR 0.5%
Value ($000) $10,062 Shares 200,040 Est. Cost $50.28 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $9,666 Shares 61,429 Est. Cost $85.28 Unrealized +68.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $9,556 Shares 57,733 Est. Cost $103.52 Unrealized +43.8%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $8,916 Shares 22,859 Est. Cost $160.16 Unrealized +105.1%
TJX TJX COS INC NEW 0.4%
Value ($000) $8,674 Shares 102,294 Est. Cost $49.65 Unrealized +53.4%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $8,466 Shares 55,792 Est. Cost $68.53 Unrealized +106.2%
CRM SALESFORCE INC 0.4%
Value ($000) $8,465 Shares 40,069 Est. Cost $133.14 Unrealized +51.5%
CME CME GROUP INC 0.4%
Value ($000) $8,410 Shares 45,386 Est. Cost $130.62 Unrealized +27.5%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $8,216 Shares 163,862 Est. Cost $50.34 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $8,164 Shares 28,447 Est. Cost $158.30 Unrealized +54.8%
BA BOEING CO 0.4%
Value ($000) $8,063 Shares 38,186 Est. Cost $199.20 Unrealized +4.3%
SYK STRYKER CORPORATION 0.4%
Value ($000) $7,994 Shares 26,202 Est. Cost $243.81 Unrealized +15.4%
ESGD ISHARES TR 0.4%
Value ($000) $7,888 Shares 108,164 Est. Cost $67.48 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $7,686 Shares 37,041 Est. Cost $118.88 Unrealized +47.7%
ECL ECOLAB INC 0.4%
Value ($000) $7,511 Shares 40,232 Est. Cost $146.44 Unrealized +14.3%
ABT ABBOTT LABS 0.4%
Value ($000) $7,453 Shares 68,364 Est. Cost $62.73 Unrealized +61.7%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $7,434 Shares 101,919 Est. Cost $37.98 Unrealized +80.5%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $7,373 Shares 41,130 Est. Cost $86.18 Unrealized +79.3%
DHR DANAHER CORPORATION 0.4%
Value ($000) $7,360 Shares 30,669 Est. Cost $87.56 Unrealized +138.4%
BLACKROCK INC 0.3%
Value ($000) $6,896 Shares 9,978 Est. Cost $510.05 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $6,842 Shares 31,078 Est. Cost $172.15 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $6,304 Shares 24,082 Est. Cost $259.00 Unrealized -22.8%
ADSK AUTODESK INC 0.3%
Value ($000) $6,061 Shares 29,620 Est. Cost $199.96 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $5,938 Shares 29,858 Est. Cost $169.15 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $5,873 Shares 23,519 Est. Cost $90.26 Unrealized +169.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $5,694 Shares 11,888 Est. Cost $358.71 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $5,546 Shares 80,228 Est. Cost $53.96 Unrealized +19.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $5,491 Shares 61,500 Est. Cost $101.02 Unrealized -8.4%
ACWX ISHARES TR 0.2%
Value ($000) $4,998 Shares 101,551 Est. Cost $50.18 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $4,829 Shares 21,923 Est. Cost $160.31 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $4,796 Shares 49,990 Est. Cost $97.64 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $4,769 Shares 44,680 Est. Cost $106.26 Unrealized
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $4,759 Shares 28,416 Est. Cost $178.67 Unrealized 0.0%
ESGE ISHARES INC 0.2%
Value ($000) $4,702 Shares 148,644 Est. Cost $33.53 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $4,506 Shares 26,911 Est. Cost $101.24 Unrealized +53.3%
ALB ALBEMARLE CORP 0.2%
Value ($000) $4,458 Shares 19,982 Est. Cost $235.72 Unrealized -16.8%
ZTS ZOETIS INC 0.2%
Value ($000) $3,934 Shares 22,845 Est. Cost $166.12 Unrealized +1.2%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,778 Shares 15,351 Est. Cost $181.48 Unrealized +22.7%
DASH DOORDASH INC 0.2%
Value ($000) $3,776 Shares 49,416 Est. Cost $57.35 Unrealized +15.7%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,723 Shares 77,308 Est. Cost $46.94 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $3,541 Shares 23,243 Est. Cost $136.20 Unrealized +8.7%
ICLN ISHARES TR 0.2%
Value ($000) $3,163 Shares 171,900 Est. Cost $21.31 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $3,073 Shares 12,076 Est. Cost $188.51 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $2,990 Shares 15,419 Est. Cost $194.95 Unrealized -8.7%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,932 Shares 55,994 Est. Cost $80.18 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $2,883 Shares 11,827 Est. Cost $180.65 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,507 Shares 8,123 Est. Cost $189.39 Unrealized +47.7%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,291 Shares 64,256 Est. Cost $37.50 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $2,236 Shares 7,903 Est. Cost $166.26 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,186 Shares 4,060 Est. Cost $158.17 Unrealized +208.0%
HD HOME DEPOT INC 0.1%
Value ($000) $2,045 Shares 6,585 Est. Cost $212.11 Unrealized +30.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,974 Shares 14,871 Est. Cost $84.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,824 Shares 15,081 Est. Cost $110.14 Unrealized +4.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,792 Shares 7,801 Est. Cost $200.40 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,668 Shares 6,872 Est. Cost $203.58 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $1,631 Shares 24,549 Est. Cost $65.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,542 Shares 4,523 Est. Cost $257.12 Unrealized +26.9%
TLT ISHARES TR 0.1%
Value ($000) $1,535 Shares 14,916 Est. Cost $99.56 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,432 Shares 8,433 Est. Cost $134.76 Unrealized +39.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,387 Shares 2,885 Est. Cost $275.11 Unrealized +69.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,385 Shares 7,965 Est. Cost $95.62 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $1,241 Shares 23,947 Est. Cost $51.48 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,239 Shares 23,951 Est. Cost $36.97 Unrealized +23.1%
NUSC NUSHARES ETF TR 0.1%
Value ($000) $1,196 Shares 32,339 Est. Cost $32.80 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $1,137 Shares 44,672 Est. Cost $22.92 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,128 Shares 6,946 Est. Cost $103.36 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,086 Shares 5,245 Est. Cost $118.27 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,076 Shares 19,772 Est. Cost $54.41 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,037 Shares 7,837 Est. Cost $64.62 Unrealized +89.7%
FISV FISERV INC 0.0%
Value ($000) $881 Shares 6,986 Est. Cost $102.71 Unrealized +14.6%
ABBV ABBVIE INC 0.0%
Value ($000) $847 Shares 6,284 Est. Cost $117.39 Unrealized +13.9%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $804 Shares 54,348 Est. Cost $14.27 Unrealized -3.9%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $761 Shares 30,898 Est. Cost $30.49 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $748 Shares 3,690 Est. Cost $147.82 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $742 Shares 21,974 Est. Cost $40.92 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $700 Shares 5,880 Est. Cost $50.86 Unrealized +97.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $693 Shares 6,465 Est. Cost $49.58 Unrealized +100.9%
IWF ISHARES TR 0.0%
Value ($000) $687 Shares 2,495 Est. Cost $153.61 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $656 Shares 3,544 Est. Cost $128.88 Unrealized +32.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $652 Shares 2,184 Est. Cost $171.01 Unrealized +59.7%
AFL AFLAC INC 0.0%
Value ($000) $549 Shares 7,864 Est. Cost $38.55 Unrealized +64.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $529 Shares 12,263 Est. Cost $51.90 Unrealized -28.4%
ARISTA NETWORKS INC 0.0%
Value ($000) $527 Shares 3,250 Est. Cost $198.52 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $521 Shares 13,406 Est. Cost $38.84 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $509 Shares 2,488 Est. Cost $127.15 Unrealized +47.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $508 Shares 2,851 Est. Cost $165.61 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $482 Shares 2,195 Est. Cost $211.92 Unrealized -4.1%
INTU INTUIT 0.0%
Value ($000) $472 Shares 1,031 Est. Cost $263.54 Unrealized +63.5%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $467 Shares 10,068 Est. Cost $44.80 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $467 Shares 4,766 Est. Cost $82.61 Unrealized +11.7%
IWD ISHARES TR 0.0%
Value ($000) $467 Shares 2,956 Est. Cost $138.11 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $436 Shares 3,781 Est. Cost $65.35 Unrealized +59.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $415 Shares 6,491 Est. Cost $54.10 Unrealized +8.9%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $414 Shares 14,297 Est. Cost $22.34 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $404 Shares 6,257 Est. Cost $34.79 Unrealized +62.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $390 Shares 992 Est. Cost $331.68 Unrealized +11.5%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $387 Shares 14,266 Est. Cost $26.96 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $387 Shares 1,715 Est. Cost $184.43 Unrealized +7.2%
KO COCA COLA CO 0.0%
Value ($000) $380 Shares 6,304 Est. Cost $54.92 Unrealized +4.4%
EMB ISHARES TR 0.0%
Value ($000) $355 Shares 4,106 Est. Cost $84.81 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $350 Shares 3,535 Est. Cost $87.55 Unrealized +11.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $346 Shares 2,586 Est. Cost $107.85 Unrealized +9.5%
LIN LINDE PLC 0.0%
Value ($000) $339 Shares 890 Est. Cost $322.30 Unrealized +9.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $326 Shares 5,748 Est. Cost $54.77 Unrealized -7.9%
SUSA ISHARES TR 0.0%
Value ($000) $324 Shares 3,463 Est. Cost $95.34 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $320 Shares 866 Est. Cost $218.79 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $302 Shares 8,291 Est. Cost $36.39 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $292 Shares 7,972 Est. Cost $28.09 Unrealized +18.3%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $291 Shares 3,463 Est. Cost $73.51 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $287 Shares 6,718 Est. Cost $35.03 Unrealized +7.5%
TGT TARGET CORP 0.0%
Value ($000) $267 Shares 2,025 Est. Cost $148.63 Unrealized -9.2%
FIVN FIVE9 INC 0.0%
Value ($000) $266 Shares 3,224 Est. Cost $42.64 Unrealized +57.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $258 Shares 1,432 Est. Cost $151.05 Unrealized +5.3%
TBCH TURTLE BEACH CORP 0.0%
Value ($000) $244 Shares 20,962 Est. Cost $11.15 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $243 Shares 2,042 Est. Cost $100.68 Unrealized -7.5%
NKE NIKE INC 0.0%
Value ($000) $242 Shares 2,195 Est. Cost $102.07 Unrealized +9.1%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $237 Shares 10,779 Est. Cost $22.35 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $229 Shares 526 Est. Cost $357.27 Unrealized +12.7%
HOLX HOLOGIC INC 0.0%
Value ($000) $222 Shares 2,745 Est. Cost $71.21 Unrealized +14.8%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $221 Shares 48,575 Est. Cost $6.18 Unrealized -51.9%
EXFY EXPENSIFY INC 0.0%
Value ($000) $217 Shares 27,189 Est. Cost $17.70 Unrealized -58.5%
IUSV ISHARES TR 0.0%
Value ($000) $213 Shares 2,720 Est. Cost $68.70 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $208 Shares 3,482 Est. Cost $40.30 Unrealized +30.4%
IWN ISHARES TR 0.0%
Value ($000) $208 Shares 1,474 Est. Cost $148.76 Unrealized
ATRECA INC 0.0%
Value ($000) $12 Shares 12,500 Est. Cost $14.00 Unrealized