Sand Hill Global Advisors, LLC Diversified Active

Location: Palo Alto, CA

CIK: 0001009209 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value: $1.815B (100.0% shares, 0.0% debt)

Holdings (152)

SPY SPDR S&P 500 ETF TR 16.8%
Value $305M Shares 712,361 Est. Cost $294.14 Unrealized
EFA ISHARES TR 10.2%
Value $185M Shares 2,680,374 Est. Cost $66.97 Unrealized
VOO VANGUARD INDEX FDS 9.4%
Value $171M Shares 434,551 Est. Cost $290.87 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 6.4%
Value $116M Shares 2,953,241 Est. Cost $42.33 Unrealized
IWM ISHARES TR 6.1%
Value $111M Shares 625,479 Est. Cost $164.41 Unrealized
IJH ISHARES TR 6.1%
Value $110M Shares 441,103 Est. Cost $201.35 Unrealized
VNQ VANGUARD INDEX FDS 3.7%
Value $67.58M Shares 893,262 Est. Cost $83.57 Unrealized
AGG ISHARES TR 2.9%
Value $53.17M Shares 565,376 Est. Cost $103.10 Unrealized
IVV ISHARES TR 2.2%
Value $40.07M Shares 93,308 Est. Cost $320.75 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 2.0%
Value $36.55M Shares 658,378 Est. Cost $67.88 Unrealized
TLT ISHARES TR 1.7%
Value $31.6M Shares 356,255 Est. Cost $89.15 Unrealized
AAPL APPLE INC 1.5%
Value $26.93M Shares 157,273 Est. Cost $94.01 Unrealized +92.9%
GOVT ISHARES TR 1.5%
Value $26.46M Shares 1,200,625 Est. Cost $22.81 Unrealized
GOOGL ALPHABET INC 1.1%
Value $20.87M Shares 159,461 Est. Cost $106.90 Unrealized +20.1%
MSFT MICROSOFT CORP 1.1%
Value $19.93M Shares 63,117 Est. Cost $103.76 Unrealized +212.8%
BIV VANGUARD BD INDEX FDS 1.0%
Value $17.45M Shares 241,351 Est. Cost $89.56 Unrealized
ESGU ISHARES TR 0.8%
Value $15.28M Shares 162,726 Est. Cost $93.08 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value $14.98M Shares 260,115 Est. Cost $57.86 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value $14.66M Shares 335,317 Est. Cost $41.34 Unrealized
AMZN AMAZON COM INC 0.8%
Value $14.59M Shares 114,769 Est. Cost $122.46 Unrealized +9.4%
V VISA INC 0.8%
Value $14.45M Shares 62,845 Est. Cost $127.68 Unrealized +85.0%
NVDA NVIDIA CORPORATION 0.8%
Value $13.83M Shares 31,790 Est. Cost $17.23 Unrealized +159.8%
JPM JPMORGAN CHASE & CO 0.7%
Value $13.37M Shares 92,173 Est. Cost $93.77 Unrealized +51.8%
META META PLATFORMS INC 0.7%
Value $12.86M Shares 42,823 Est. Cost $205.61 Unrealized +45.5%
EEM ISHARES TR 0.7%
Value $12.16M Shares 320,375 Est. Cost $39.21 Unrealized
ADBE ADOBE INC 0.6%
Value $10.57M Shares 20,735 Est. Cost $380.19 Unrealized +38.0%
ICSH ISHARES TR 0.6%
Value $10.51M Shares 208,699 Est. Cost $50.28 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value $10.38M Shares 61,570 Est. Cost $85.28 Unrealized +70.9%
ESML ISHARES TR 0.5%
Value $9.614M Shares 285,695 Est. Cost $32.94 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value $9.19M Shares 60,285 Est. Cost $92.32 Unrealized +69.0%
CME CME GROUP INC 0.5%
Value $9.1M Shares 45,448 Est. Cost $130.62 Unrealized +37.9%
JNJ JOHNSON & JOHNSON 0.5%
Value $9.08M Shares 58,297 Est. Cost $103.52 Unrealized +48.1%
TJX TJX COS INC NEW 0.5%
Value $8.764M Shares 98,603 Est. Cost $49.65 Unrealized +71.9%
PG PROCTER AND GAMBLE CO 0.4%
Value $8.088M Shares 55,452 Est. Cost $68.53 Unrealized +110.3%
CRM SALESFORCE INC 0.4%
Value $7.964M Shares 39,274 Est. Cost $133.14 Unrealized +60.3%
PH PARKER-HANNIFIN CORP 0.4%
Value $7.735M Shares 19,859 Est. Cost $160.16 Unrealized +144.4%
ESGD ISHARES TR 0.4%
Value $7.619M Shares 110,218 Est. Cost $67.51 Unrealized
DHR DANAHER CORPORATION 0.4%
Value $7.597M Shares 30,622 Est. Cost $87.56 Unrealized +151.5%
BA BOEING CO 0.4%
Value $7.196M Shares 37,540 Est. Cost $199.20 Unrealized +9.8%
SYK STRYKER CORPORATION 0.4%
Value $7.172M Shares 26,244 Est. Cost $243.81 Unrealized +14.8%
MDLZ MONDELEZ INTL INC 0.4%
Value $7.033M Shares 101,338 Est. Cost $37.98 Unrealized +76.9%
HON HONEYWELL INTL INC 0.4%
Value $6.764M Shares 36,616 Est. Cost $118.88 Unrealized +46.2%
ABT ABBOTT LABS 0.4%
Value $6.646M Shares 68,621 Est. Cost $62.73 Unrealized +60.1%
VO VANGUARD INDEX FDS 0.4%
Value $6.472M Shares 31,078 Est. Cost $172.15 Unrealized
ECL ECOLAB INC 0.4%
Value $6.408M Shares 37,828 Est. Cost $146.44 Unrealized +21.1%
BLACKROCK INC 0.4%
Value $6.39M Shares 9,884 Est. Cost $510.05 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value $6.376M Shares 127,067 Est. Cost $50.34 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value $6.278M Shares 40,280 Est. Cost $86.18 Unrealized +76.0%
MUB ISHARES TR 0.3%
Value $6.277M Shares 61,212 Est. Cost $105.26 Unrealized
ADSK AUTODESK INC 0.3%
Value $6.228M Shares 30,098 Est. Cost $200.12 Unrealized +5.0%
TSLA TESLA INC 0.3%
Value $5.944M Shares 23,754 Est. Cost $259.00 Unrealized -0.8%
VB VANGUARD INDEX FDS 0.3%
Value $5.638M Shares 29,817 Est. Cost $169.15 Unrealized
CVS CVS HEALTH CORP 0.3%
Value $5.612M Shares 80,381 Est. Cost $53.96 Unrealized +19.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value $5.429M Shares 11,888 Est. Cost $358.71 Unrealized
ACWX ISHARES TR 0.3%
Value $5.059M Shares 107,613 Est. Cost $50.00 Unrealized
DIS DISNEY WALT CO 0.3%
Value $5M Shares 61,694 Est. Cost $101.02 Unrealized -17.4%
PANW PALO ALTO NETWORKS INC 0.3%
Value $4.991M Shares 21,289 Est. Cost $118.33 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.3%
Value $4.728M Shares 22,260 Est. Cost $161.10 Unrealized
BKNG BOOKING HOLDINGS INC 0.3%
Value $4.725M Shares 1,532 Est. Cost $1860.00 Unrealized +60.2%
HSY HERSHEY CO 0.3%
Value $4.579M Shares 22,885 Est. Cost $90.26 Unrealized +131.2%
ESGE ISHARES INC 0.2%
Value $4.358M Shares 143,921 Est. Cost $33.53 Unrealized
ACWI ISHARES TR 0.2%
Value $4.101M Shares 44,398 Est. Cost $97.64 Unrealized
ZTS ZOETIS INC 0.2%
Value $3.981M Shares 22,883 Est. Cost $166.12 Unrealized +6.5%
STZ CONSTELLATION BRANDS INC 0.2%
Value $3.961M Shares 15,760 Est. Cost $183.24 Unrealized +36.0%
DASH DOORDASH INC 0.2%
Value $3.927M Shares 49,416 Est. Cost $57.35 Unrealized +42.0%
LNG CHENIERE ENERGY INC 0.2%
Value $3.887M Shares 23,424 Est. Cost $136.20 Unrealized +18.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $3.555M Shares 26,868 Est. Cost $101.24 Unrealized +46.3%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value $3.533M Shares 75,891 Est. Cost $46.94 Unrealized
ALB ALBEMARLE CORP 0.2%
Value $3.38M Shares 19,878 Est. Cost $235.72 Unrealized -18.8%
ENPH ENPHASE ENERGY INC 0.2%
Value $3.222M Shares 26,816 Est. Cost $178.67 Unrealized -20.3%
SCHX SCHWAB STRATEGIC TR 0.2%
Value $2.833M Shares 55,994 Est. Cost $80.18 Unrealized
IWB ISHARES TR 0.2%
Value $2.749M Shares 11,704 Est. Cost $180.65 Unrealized
IWV ISHARES TR 0.2%
Value $2.749M Shares 11,219 Est. Cost $188.51 Unrealized
ICLN ISHARES TR 0.1%
Value $2.624M Shares 179,492 Est. Cost $21.03 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value $2.575M Shares 15,656 Est. Cost $194.54 Unrealized -13.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value $2.495M Shares 8,123 Est. Cost $189.39 Unrealized +60.7%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $2.182M Shares 64,256 Est. Cost $37.50 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $2.163M Shares 3,829 Est. Cost $158.17 Unrealized +236.5%
HD HOME DEPOT INC 0.1%
Value $1.977M Shares 6,545 Est. Cost $212.11 Unrealized +42.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value $1.914M Shares 14,871 Est. Cost $84.22 Unrealized
GOOG ALPHABET INC 0.1%
Value $1.895M Shares 14,374 Est. Cost $110.14 Unrealized +17.2%
VBK VANGUARD INDEX FDS 0.1%
Value $1.823M Shares 8,511 Est. Cost $201.55 Unrealized
SUB ISHARES TR 0.1%
Value $1.741M Shares 16,927 Est. Cost $104.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.6M Shares 4,566 Est. Cost $257.12 Unrealized +38.0%
IWO ISHARES TR 0.1%
Value $1.483M Shares 6,617 Est. Cost $203.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $1.471M Shares 2,919 Est. Cost $277.38 Unrealized +69.4%
XLK SELECT SECTOR SPDR TR 0.1%
Value $1.163M Shares 7,092 Est. Cost $95.62 Unrealized
NUSC NUSHARES ETF TR 0.1%
Value $1.108M Shares 31,818 Est. Cost $32.80 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $1.092M Shares 7,837 Est. Cost $64.62 Unrealized +86.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $1.066M Shares 6,858 Est. Cost $103.36 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $1.017M Shares 19,612 Est. Cost $54.41 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value $892K Shares 54,348 Est. Cost $14.27 Unrealized +14.7%
DG DOLLAR GEN CORP NEW 0.0%
Value $892K Shares 8,433 Est. Cost $134.76 Unrealized +5.1%
MUNI PIMCO ETF TR 0.0%
Value $876K Shares 17,498 Est. Cost $51.48 Unrealized
VLTO VERALTO CORP 0.0%
Value $856K Shares 10,119 Est. Cost $84.56 Unrealized
OEF ISHARES TR 0.0%
Value $825K Shares 4,113 Est. Cost $118.27 Unrealized
ABBV ABBVIE INC 0.0%
Value $825K Shares 5,534 Est. Cost $117.39 Unrealized +15.3%
IYR ISHARES TR 0.0%
Value $814K Shares 10,412 Est. Cost $78.14 Unrealized
CSCO CISCO SYS INC 0.0%
Value $763K Shares 14,187 Est. Cost $36.97 Unrealized +36.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value $745K Shares 31,107 Est. Cost $30.49 Unrealized
IWF ISHARES TR 0.0%
Value $731K Shares 2,750 Est. Cost $164.03 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $722K Shares 3,690 Est. Cost $147.82 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $681K Shares 5,791 Est. Cost $49.58 Unrealized +103.7%
ORCL ORACLE CORP 0.0%
Value $606K Shares 5,722 Est. Cost $50.86 Unrealized +121.8%
AFL AFLAC INC 0.0%
Value $604K Shares 7,864 Est. Cost $38.55 Unrealized +82.9%
ARISTA NETWORKS INC 0.0%
Value $598K Shares 3,250 Est. Cost $198.52 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $583K Shares 18,062 Est. Cost $40.92 Unrealized
MCD MCDONALDS CORP 0.0%
Value $576K Shares 2,187 Est. Cost $171.01 Unrealized +57.6%
PEP PEPSICO INC 0.0%
Value $547K Shares 3,228 Est. Cost $128.88 Unrealized +29.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $528K Shares 2,195 Est. Cost $211.92 Unrealized +9.1%
INTU INTUIT 0.0%
Value $521K Shares 1,020 Est. Cost $263.54 Unrealized +89.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value $515K Shares 11,204 Est. Cost $51.90 Unrealized -12.0%
UNP UNION PAC CORP 0.0%
Value $510K Shares 2,505 Est. Cost $127.15 Unrealized +62.1%
GLD SPDR GOLD TR 0.0%
Value $502K Shares 2,926 Est. Cost $165.76 Unrealized
SPSM SPDR SER TR 0.0%
Value $495K Shares 13,406 Est. Cost $38.84 Unrealized
IWD ISHARES TR 0.0%
Value $486K Shares 3,203 Est. Cost $139.17 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $460K Shares 10,068 Est. Cost $44.80 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $402K Shares 1,015 Est. Cost $333.15 Unrealized +18.9%
MRK MERCK & CO INC 0.0%
Value $383K Shares 3,717 Est. Cost $65.35 Unrealized +52.8%
NUDM NUSHARES ETF TR 0.0%
Value $378K Shares 13,820 Est. Cost $22.34 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $374K Shares 14,266 Est. Cost $26.96 Unrealized
SHOP SHOPIFY INC 0.0%
Value $371K Shares 6,801 Est. Cost $36.86 Unrealized +64.4%
EAGG ISHARES TR 0.0%
Value $365K Shares 8,060 Est. Cost $45.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $362K Shares 2,578 Est. Cost $107.85 Unrealized +22.2%
KO COCA COLA CO 0.0%
Value $359K Shares 6,416 Est. Cost $54.93 Unrealized +1.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $353K Shares 6,081 Est. Cost $54.10 Unrealized +0.4%
LOW LOWES COS INC 0.0%
Value $345K Shares 1,662 Est. Cost $184.43 Unrealized +16.5%
EMB ISHARES TR 0.0%
Value $339K Shares 4,106 Est. Cost $84.81 Unrealized
RTX RTX CORPORATION 0.0%
Value $325K Shares 4,522 Est. Cost $82.61 Unrealized -1.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value $316K Shares 5,748 Est. Cost $54.77 Unrealized +6.8%
SBUX STARBUCKS CORP 0.0%
Value $310K Shares 3,395 Est. Cost $87.55 Unrealized +5.6%
AAXJ ISHARES TR 0.0%
Value $289K Shares 4,551 Est. Cost $65.35 Unrealized
IVLU ISHARES TR 0.0%
Value $284K Shares 11,202 Est. Cost $22.92 Unrealized
LIN LINDE PLC 0.0%
Value $280K Shares 753 Est. Cost $322.30 Unrealized +14.5%
SUSA ISHARES TR 0.0%
Value $280K Shares 3,110 Est. Cost $95.34 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $279K Shares 2,042 Est. Cost $100.68 Unrealized +4.9%
WFC WELLS FARGO CO NEW 0.0%
Value $274K Shares 6,718 Est. Cost $35.03 Unrealized +16.2%
QQQ INVESCO QQQ TR 0.0%
Value $273K Shares 762 Est. Cost $218.79 Unrealized
PFE PFIZER INC 0.0%
Value $251K Shares 7,572 Est. Cost $28.09 Unrealized +8.8%
BRKR BRUKER CORP 0.0%
Value $250K Shares 4,012 Est. Cost $66.65 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value $247K Shares 3,049 Est. Cost $73.51 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $241K Shares 526 Est. Cost $357.27 Unrealized +25.3%
NUBD NUSHARES ETF TR 0.0%
Value $239K Shares 11,334 Est. Cost $22.29 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $233K Shares 1,463 Est. Cost $151.21 Unrealized +5.1%
TGT TARGET CORP 0.0%
Value $224K Shares 2,025 Est. Cost $148.63 Unrealized -21.7%
FIVN FIVE9 INC 0.0%
Value $207K Shares 3,224 Est. Cost $42.64 Unrealized +75.5%
IWN ISHARES TR 0.0%
Value $201K Shares 1,481 Est. Cost $148.76 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $200K Shares 413 Est. Cost $482.70 Unrealized 0.0%
TBCH TURTLE BEACH CORP 0.0%
Value $190K Shares 20,962 Est. Cost $11.15 Unrealized -3.7%
SOUN SOUNDHOUND AI INC 0.0%
Value $97,636 Shares 48,575 Est. Cost $6.18 Unrealized -58.8%
EXFY EXPENSIFY INC 0.0%
Value $88,364 Shares 27,189 Est. Cost $17.70 Unrealized -69.5%
NU NU HLDGS LTD 0.0%
Value $83,614 Shares 11,533 Est. Cost $7.48 Unrealized 0.0%