Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $2,108,005 (100.0% shares, 0.0% debt)

Holdings (162)

VOO VANGUARD INDEX FDS 11.8%
Value ($000) $248,693 Shares 517,356 Est. Cost $319.94 Unrealized
EFA ISHARES TR 10.3%
Value ($000) $216,219 Shares 2,707,472 Est. Cost $66.97 Unrealized
SPY SPDR S&P 500 ETF TR 10.0%
Value ($000) $211,085 Shares 403,551 Est. Cost $294.14 Unrealized
IJH ISHARES TR 6.2%
Value ($000) $130,538 Shares 2,149,129 Est. Cost $89.72 Unrealized
IWM ISHARES TR 6.2%
Value ($000) $129,757 Shares 617,011 Est. Cost $164.41 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.9%
Value ($000) $123,916 Shares 2,966,625 Est. Cost $42.32 Unrealized
SPYM SPDR SER TR 4.5%
Value ($000) $95,809 Shares 1,557,111 Est. Cost $56.07 Unrealized
VNQ VANGUARD INDEX FDS 3.2%
Value ($000) $67,237 Shares 777,486 Est. Cost $83.69 Unrealized
AGG ISHARES TR 2.9%
Value ($000) $61,708 Shares 630,062 Est. Cost $102.59 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $53,952 Shares 102,624 Est. Cost $335.75 Unrealized
BOND PIMCO ETF TR 1.7%
Value ($000) $36,724 Shares 399,783 Est. Cost $91.90 Unrealized
GOVT ISHARES TR 1.4%
Value ($000) $28,686 Shares 1,259,795 Est. Cost $22.80 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $27,210 Shares 64,675 Est. Cost $111.60 Unrealized +257.7%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $25,518 Shares 28,242 Est. Cost $17.23 Unrealized +320.4%
AAPL APPLE INC 1.2%
Value ($000) $24,791 Shares 144,572 Est. Cost $94.01 Unrealized +91.7%
VGLT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $23,189 Shares 391,449 Est. Cost $64.97 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $22,971 Shares 152,197 Est. Cost $106.90 Unrealized +32.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $19,142 Shares 106,123 Est. Cost $122.46 Unrealized +36.3%
ESGU ISHARES TR 0.9%
Value ($000) $18,090 Shares 157,358 Est. Cost $93.26 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $17,615 Shares 87,943 Est. Cost $93.77 Unrealized +85.1%
META META PLATFORMS INC 0.8%
Value ($000) $17,124 Shares 35,265 Est. Cost $205.61 Unrealized +115.6%
V VISA INC 0.8%
Value ($000) $16,729 Shares 59,945 Est. Cost $127.68 Unrealized +113.3%
MUB ISHARES TR 0.8%
Value ($000) $16,494 Shares 153,289 Est. Cost $107.73 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $16,378 Shares 326,451 Est. Cost $41.41 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $15,052 Shares 259,209 Est. Cost $57.87 Unrealized
EEM ISHARES TR 0.7%
Value ($000) $14,293 Shares 347,937 Est. Cost $39.33 Unrealized
IYR ISHARES TR 0.7%
Value ($000) $14,135 Shares 157,234 Est. Cost $90.55 Unrealized
ICSH ISHARES TR 0.6%
Value ($000) $13,688 Shares 270,734 Est. Cost $50.35 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $12,090 Shares 56,721 Est. Cost $92.32 Unrealized +106.9%
ESML ISHARES TR 0.6%
Value ($000) $11,955 Shares 296,880 Est. Cost $33.16 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $11,080 Shares 36,789 Est. Cost $133.14 Unrealized +114.2%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $10,012 Shares 18,014 Est. Cost $160.16 Unrealized +211.3%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $9,723 Shares 61,637 Est. Cost $85.28 Unrealized +63.0%
TJX TJX COS INC NEW 0.5%
Value ($000) $9,688 Shares 95,527 Est. Cost $49.65 Unrealized +90.6%
ADBE ADOBE INC 0.5%
Value ($000) $9,519 Shares 18,864 Est. Cost $380.19 Unrealized +50.8%
MUNI PIMCO ETF TR 0.4%
Value ($000) $9,093 Shares 173,292 Est. Cost $52.71 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $8,942 Shares 56,530 Est. Cost $103.52 Unrealized +45.1%
SYK STRYKER CORPORATION 0.4%
Value ($000) $8,796 Shares 24,579 Est. Cost $243.81 Unrealized +35.5%
ESGD ISHARES TR 0.4%
Value ($000) $8,753 Shares 109,539 Est. Cost $67.51 Unrealized
CME CME GROUP INC 0.4%
Value ($000) $8,706 Shares 40,441 Est. Cost $130.62 Unrealized +51.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $8,553 Shares 52,713 Est. Cost $69.39 Unrealized +116.0%
ECL ECOLAB INC 0.4%
Value ($000) $8,380 Shares 36,295 Est. Cost $146.44 Unrealized +42.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $8,328 Shares 68,059 Est. Cost $101.17 Unrealized +1.2%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $8,307 Shares 36,338 Est. Cost $178.33 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $8,110 Shares 32,457 Est. Cost $175.11 Unrealized
ADSK AUTODESK INC 0.4%
Value ($000) $7,746 Shares 29,744 Est. Cost $200.12 Unrealized +26.4%
ABT ABBOTT LABS 0.4%
Value ($000) $7,743 Shares 68,126 Est. Cost $62.73 Unrealized +76.6%
BLACKROCK INC 0.4%
Value ($000) $7,743 Shares 9,287 Est. Cost $510.05 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $7,508 Shares 36,580 Est. Cost $118.88 Unrealized +52.0%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $7,456 Shares 147,786 Est. Cost $50.36 Unrealized
BA BOEING CO 0.3%
Value ($000) $7,279 Shares 37,719 Est. Cost $199.20 Unrealized +3.2%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $6,978 Shares 99,680 Est. Cost $38.39 Unrealized +79.5%
DHR DANAHER CORPORATION 0.3%
Value ($000) $6,924 Shares 27,725 Est. Cost $87.56 Unrealized +175.8%
DASH DOORDASH INC 0.3%
Value ($000) $6,806 Shares 49,416 Est. Cost $57.35 Unrealized +105.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $6,574 Shares 11,815 Est. Cost $358.71 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $6,206 Shares 77,809 Est. Cost $53.96 Unrealized +31.3%
ACWX ISHARES TR 0.3%
Value ($000) $6,196 Shares 116,045 Est. Cost $50.07 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $6,089 Shares 21,432 Est. Cost $118.33 Unrealized +33.3%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $5,956 Shares 22,918 Est. Cost $165.70 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $5,699 Shares 38,343 Est. Cost $86.18 Unrealized +58.3%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $5,576 Shares 1,537 Est. Cost $1889.24 Unrealized +85.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $5,189 Shares 60,265 Est. Cost $71.72 Unrealized +5.9%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $4,890 Shares 96,638 Est. Cost $51.05 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $4,812 Shares 149,287 Est. Cost $33.48 Unrealized
EAGG ISHARES TR 0.2%
Value ($000) $4,660 Shares 99,019 Est. Cost $47.19 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $4,300 Shares 39,045 Est. Cost $97.64 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $4,293 Shares 75,343 Est. Cost $46.94 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $4,257 Shares 15,663 Est. Cost $183.24 Unrealized +32.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $4,212 Shares 26,935 Est. Cost $101.24 Unrealized +51.9%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $4,061 Shares 26,345 Est. Cost $136.60 Unrealized 0.0%
NEM NEWMONT CORP 0.2%
Value ($000) $4,056 Shares 113,162 Est. Cost $36.77 Unrealized -9.8%
TSLA TESLA INC 0.2%
Value ($000) $3,963 Shares 22,546 Est. Cost $259.00 Unrealized -24.6%
ZTS ZOETIS INC 0.2%
Value ($000) $3,935 Shares 23,254 Est. Cost $166.12 Unrealized +10.4%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $3,825 Shares 23,718 Est. Cost $136.63 Unrealized +17.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,359 Shares 54,130 Est. Cost $80.18 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $3,245 Shares 11,266 Est. Cost $180.65 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $3,179 Shares 10,594 Est. Cost $188.51 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $3,042 Shares 15,396 Est. Cost $194.40 Unrealized -4.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,894 Shares 3,950 Est. Cost $177.62 Unrealized +297.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2,632 Shares 7,593 Est. Cost $189.39 Unrealized +87.3%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,542 Shares 65,143 Est. Cost $37.52 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,446 Shares 6,377 Est. Cost $214.11 Unrealized +62.8%
GOOG ALPHABET INC 0.1%
Value ($000) $2,301 Shares 15,111 Est. Cost $111.29 Unrealized +28.7%
IWO ISHARES TR 0.1%
Value ($000) $2,205 Shares 8,142 Est. Cost $231.54 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,193 Shares 14,845 Est. Cost $84.22 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,037 Shares 17,525 Est. Cost $81.91 Unrealized +19.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,872 Shares 4,451 Est. Cost $269.68 Unrealized +45.9%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,706 Shares 29,132 Est. Cost $59.32 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,621 Shares 7,837 Est. Cost $64.62 Unrealized +164.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,524 Shares 8,347 Est. Cost $120.02 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,356 Shares 6,512 Est. Cost $95.62 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,306 Shares 8,367 Est. Cost $134.76 Unrealized +1.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,303 Shares 6,318 Est. Cost $180.39 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,296 Shares 2,918 Est. Cost $385.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,210 Shares 2,446 Est. Cost $277.38 Unrealized +76.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,187 Shares 6,521 Est. Cost $122.91 Unrealized +31.8%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,088 Shares 18,555 Est. Cost $54.41 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $1,003 Shares 54,348 Est. Cost $14.27 Unrealized +24.4%
OEF ISHARES TR 0.0%
Value ($000) $950 Shares 3,838 Est. Cost $118.27 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $942 Shares 3,250 Est. Cost $198.52 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $888 Shares 2,636 Est. Cost $164.03 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $885 Shares 3,690 Est. Cost $147.82 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $796 Shares 6,336 Est. Cost $60.71 Unrealized +85.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $785 Shares 31,107 Est. Cost $30.49 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $741 Shares 7,831 Est. Cost $89.15 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $721 Shares 2,829 Est. Cost $188.80 Unrealized +17.6%
AFL AFLAC INC 0.0%
Value ($000) $675 Shares 7,864 Est. Cost $38.55 Unrealized +104.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $661 Shares 13,245 Est. Cost $36.97 Unrealized +27.7%
INTU INTUIT 0.0%
Value ($000) $655 Shares 1,007 Est. Cost $263.54 Unrealized +139.5%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $647 Shares 18,062 Est. Cost $40.92 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $645 Shares 1,339 Est. Cost $348.73 Unrealized +29.8%
PEP PEPSICO INC 0.0%
Value ($000) $634 Shares 3,624 Est. Cost $132.65 Unrealized +18.6%
UNP UNION PAC CORP 0.0%
Value ($000) $604 Shares 2,458 Est. Cost $127.15 Unrealized +85.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $598 Shares 2,122 Est. Cost $175.86 Unrealized +58.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $564 Shares 2,743 Est. Cost $165.76 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $535 Shares 5,970 Est. Cost $87.41 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $533 Shares 12,393 Est. Cost $38.84 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $522 Shares 2,091 Est. Cost $211.92 Unrealized +10.5%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $514 Shares 9,450 Est. Cost $44.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $501 Shares 2,621 Est. Cost $108.40 Unrealized +59.2%
IWD ISHARES TR 0.0%
Value ($000) $485 Shares 2,706 Est. Cost $139.17 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $456 Shares 5,921 Est. Cost $51.90 Unrealized +38.3%
MRK MERCK & CO INC 0.0%
Value ($000) $447 Shares 3,389 Est. Cost $65.35 Unrealized +77.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $440 Shares 13,782 Est. Cost $26.96 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $424 Shares 1,627 Est. Cost $236.95 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $416 Shares 5,748 Est. Cost $54.77 Unrealized +17.3%
KO COCA COLA CO 0.0%
Value ($000) $415 Shares 6,778 Est. Cost $55.22 Unrealized +2.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $413 Shares 29,780 Est. Cost $13.30 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $399 Shares 860 Est. Cost $330.55 Unrealized +27.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $389 Shares 6,718 Est. Cost $35.55 Unrealized +41.0%
BRKR BRUKER CORP 0.0%
Value ($000) $377 Shares 4,012 Est. Cost $66.65 Unrealized +19.8%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $372 Shares 11,970 Est. Cost $22.34 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $365 Shares 4,725 Est. Cost $36.86 Unrealized +114.3%
RTX RTX CORPORATION 0.0%
Value ($000) $358 Shares 3,669 Est. Cost $82.61 Unrealized +5.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $326 Shares 6,003 Est. Cost $54.10 Unrealized -14.7%
IGSB ISHARES TR 0.0%
Value ($000) $319 Shares 6,227 Est. Cost $51.27 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $319 Shares 2,922 Est. Cost $95.34 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $314 Shares 11,126 Est. Cost $22.92 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $314 Shares 2,042 Est. Cost $100.68 Unrealized +14.5%
MMM 3M CO 0.0%
Value ($000) $307 Shares 2,896 Est. Cost $79.29 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $298 Shares 3,000 Est. Cost $73.51 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $294 Shares 1,660 Est. Cost $148.63 Unrealized -4.4%
SNPS SYNOPSYS INC 0.0%
Value ($000) $289 Shares 505 Est. Cost $357.27 Unrealized +54.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $283 Shares 666 Est. Cost $388.21 Unrealized +10.1%
ICLN ISHARES TR 0.0%
Value ($000) $275 Shares 19,658 Est. Cost $21.03 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $273 Shares 1,199 Est. Cost $156.99 Unrealized +29.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $251 Shares 1,972 Est. Cost $109.73 Unrealized -1.9%
KKR KKR & CO INC 0.0%
Value ($000) $249 Shares 2,480 Est. Cost $66.83 Unrealized +36.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $248 Shares 2,709 Est. Cost $88.74 Unrealized -0.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $245 Shares 1,407 Est. Cost $150.95 Unrealized +4.6%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $242 Shares 3,204 Est. Cost $89.56 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $240 Shares 3,309 Est. Cost $73.55 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $239 Shares 651 Est. Cost $311.07 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $223 Shares 1,985 Est. Cost $102.73 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $218 Shares 416 Est. Cost $524.34 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $214 Shares 2,745 Est. Cost $74.39 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $211 Shares 2,082 Est. Cost $101.41 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $210 Shares 1,546 Est. Cost $136.05 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $203 Shares 2,633 Est. Cost $33.99 Unrealized 0.0%
FIVN FIVE9 INC 0.0%
Value ($000) $200 Shares 3,224 Est. Cost $42.64 Unrealized +62.9%
NU NU HLDGS LTD 0.0%
Value ($000) $138 Shares 11,533 Est. Cost $7.48 Unrealized +36.5%
EXFY EXPENSIFY INC 0.0%
Value ($000) $50 Shares 27,189 Est. Cost $17.70 Unrealized -89.3%