Sand Hill Global Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Sand Hill Global Advisors, LLC reported 162 stock positions worth $2.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.8% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 10.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 10.0%). Compared with Q4 2023, it opened 10 new positions, sold out of 9, added to 34 and reduced 96. The biggest buy was PIMCO Active Bond Exchange-T (BOND, shares +1563%) and the biggest sale Vanguard Long-Term Treasury (VGLT, shares −68%).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001009209
Portfolio Value
$2.1B (Q1 2024)
SEC Filing
0001580642-24-002708 ↗ filed May 13, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.1B $2.1B Q1 2024 Q2 2024: $2.2B Q2 2024 Q3 2024: $2.4B Q3 2024 Q4 2024: $2.4B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $2.7B Q2 2025 Q3 2025: $2.8B Q3 2025 Q4 2025: $2.9B Q4 2025 Q1 2026: $3.0B Q1 2026 Q2 2026: $3.3B Q2 2026

Holdings 162 stocks · $2.1B
VOO Vanguard S&P 500 ETF 11.80% 517,356 $248.7M Reduce -4.7%
EFA iShares MSCI Eafe ETF 10.26% 2,707,472 $216.2M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 10.01% 403,551 $211.1M Reduce -4.6%
IJH iShares Core S&P Midcap ETF 6.19% 2,149,129 $130.5M Reduce -3.0%
IWM iShares Russell 2000 ETF 6.16% 617,011 $129.8M Reduce -2.0%
VWO Vanguard Ftse Emerging Marke 5.88% 2,966,625 $123.9M Add +2.1%
SPYM Ste STR SPDR PT S&P 500 ETF 4.54% 1,557,111 $95.8M Add +3.1%
VNQ Vanguard Real Estate ETF 3.19% 777,486 $67.2M Add +4.5%
AGG iShares Core U.S. Aggregate 2.93% 630,062 $61.7M Add +9.9%
IVV iShares Core S&P 500 ETF 2.56% 102,624 $54.0M Reduce -0.5%
BOND PIMCO Active Bond Exchange-T 1.74% 399,783 $36.7M Add +1562.8%
GOVT iShares US Treasury Bond ETF 1.36% 1,259,795 $28.7M Add +24.2%
MSFT Microsoft Corp. 1.29% 64,675 $27.2M Add +2.7%
NVDA Nvidia Corp. 1.21% 28,242 $25.5M Reduce -10.8%
AAPL Apple Inc. 1.18% 144,572 $24.8M Reduce -5.8%
VGLT Vanguard Long-Term Treasury 1.10% 391,449 $23.2M Reduce -67.8%
GOOGL Alphabet Inc. Class A 1.09% 152,197 $23.0M Reduce -1.1%
AMZN Amazon.com Inc. 0.91% 106,123 $19.1M Reduce -6.7%
ESGU iShares ESG Aware MSCI USA 0.86% 157,358 $18.1M Reduce -4.8%
JPM JPMorgan Chase & Co. 0.84% 87,943 $17.6M Reduce -4.3%
META Meta Platforms Inc. Class A 0.81% 35,265 $17.1M Reduce -16.9%
V Visa Inc. Class A 0.79% 59,945 $16.7M Reduce -3.8%
MUB iShares National Muni Bond E 0.78% 153,289 $16.5M Reduce -46.0%
VEA Vanguard Ftse Developed ETF 0.78% 326,451 $16.4M Reduce -3.6%
VGSH Vanguard Short-Term Treasury 0.71% 259,209 $15.1M Add +1.3%
EEM iShares MSCI Emerging Market 0.68% 347,937 $14.3M Reduce -3.8%
IYR iShares US Real Estate ETF 0.67% 157,234 $14.1M Reduce -1.7%
ICSH iShares Ultra Short Duration 0.65% 270,734 $13.7M Add +35.2%
WM Waste Management Inc. 0.57% 56,721 $12.1M Reduce -5.7%
ESML iShares ESG Aware MSCI USA S 0.57% 296,880 $12.0M Reduce -0.5%
CRM Salesforce Inc. 0.53% 36,789 $11.1M Reduce -5.0%
PH Parker Hannifin Corp. 0.47% 18,014 $10.0M Reduce -6.9%
CVX Chevron Corp. 0.46% 61,637 $9.7M Reduce -0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.46% 95,527 $9.7M Reduce -3.2%
ADBE Adobe Inc. 0.45% 18,864 $9.5M Reduce -4.6%
MUNI PIMCO Intermediate Municipal 0.43% 173,292 $9.1M Reduce -33.3%
JNJ Johnson & Johnson 0.42% 56,530 $8.9M Reduce -3.7%
SYK Stryker Corp. 0.42% 24,579 $8.8M Reduce -7.2%
ESGD iShares Trust iShares ESG Aw 0.42% 109,539 $8.8M Add +0.6%
CME Cme Group Inc. 0.41% 40,441 $8.7M Reduce -10.7%
PG The Procter & Gamble Co. 0.41% 52,713 $8.6M Reduce -6.1%
ECL Ecolab Inc. 0.40% 36,295 $8.4M Reduce -3.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.40% 68,059 $8.3M Add +13.0%
VB Vanguard Most SM-Cap ETF-Usd 0.39% 36,338 $8.3M Reduce -3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.38% 32,457 $8.1M Reduce -0.7%
ADSK Autodesk Inc. 0.37% 29,744 $7.7M Add +0.6%
ABT Abbott Laboratories 0.37% 68,126 $7.7M Reduce -1.5%
BLK BlackRock Finance Inc. 0.37% 9,287 $7.7M Reduce -5.4%
HON Honeywell International Inc. 0.36% 36,580 $7.5M Reduce -0.4%
JPST JPMorgan Ultra-Short Income 0.35% 147,786 $7.5M Add +27.9%
BA The Boeing Co. 0.35% 37,719 $7.3M Reduce -0.2%
MDLZ Mondelez International Inc. Class A 0.33% 99,680 $7.0M Reduce -3.1%
DHR Danaher Corp. 0.33% 27,725 $6.9M Reduce -9.6%
DASH DoorDash Inc. Class A 0.32% 49,416 $6.8M No change
MDY State Street SPDR S&P Midcap 0.31% 11,815 $6.6M Reduce -0.5%
CVS CVS Health Corp. 0.29% 77,809 $6.2M Reduce -0.7%
ACWX iShares MSCI Acwi Ex US ETF 0.29% 116,045 $6.2M No change
PANW Palo Alto Networks Inc. 0.29% 21,432 $6.1M Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 0.28% 22,918 $6.0M Reduce -3.3%
UPS United Parcel Service Class B 0.27% 38,343 $5.7M Reduce -3.6%
BKNG Booking Holdings Inc. 0.26% 1,537 $5.6M Reduce -2.1%
AEP American Electric Power 0.25% 60,265 $5.2M Add +0.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 96,638 $4.9M Reduce -16.9%
ESGE iShares Inc. iShares ESG Awar 0.23% 149,287 $4.8M Add +2.3%
EAGG iShares ESG Aware US Aggrega 0.22% 99,019 $4.7M Add +108.2%
ACWI iShares MSCI Acwi ETF 0.20% 39,045 $4.3M No change
DFUS Dimensional US Eq MKT ETF 0.20% 75,343 $4.3M Reduce -0.3%
STZ Constellation Brands Inc. Class A 0.20% 15,663 $4.3M Reduce -0.5%
KEYS Keysight Technologies Inc. 0.20% 26,935 $4.2M Add +0.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.19% 26,345 $4.1M New
NEM Newmont Corp. 0.19% 113,162 $4.1M Add +1.1%
TSLA Tesla Inc. 0.19% 22,546 $4.0M Reduce -3.8%
ZTS Zoetis Inc. 0.19% 23,254 $3.9M Add +0.7%
LNG Cheniere Energy Inc. 0.18% 23,718 $3.8M Add +1.8%
SCHX Schwab US Large-Cap ETF 0.16% 54,130 $3.4M No change
IWB iShares Russell 1000 ETF 0.15% 11,266 $3.2M Reduce -1.9%
IWV iShares Russell 3000 ETF 0.15% 10,594 $3.2M Reduce -5.6%
AMT American Tower Corp. 0.14% 15,396 $3.0M Add +1.6%
COST Costco Wholesale Corp. 0.14% 3,950 $2.9M Add +3.7%
ACN Accenture PLC Class A 0.12% 7,593 $2.6M Reduce -6.5%
SCHF Schwab Intl Equity ETF 0.12% 65,143 $2.5M Add +1.4%
HD Home Depot Inc. 0.12% 6,377 $2.4M Reduce -5.0%
GOOG Alphabet Inc. Class C 0.11% 15,111 $2.3M Add +0.2%
IWO iShares Russell 2000 Growth 0.10% 8,142 $2.2M Reduce -47.7%
XLV SS Health Care Select Sector 0.10% 14,845 $2.2M Add +0.3%
XOM Exxon Mobil Corp. 0.10% 17,525 $2.0M Add +57.8%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 4,451 $1.9M Reduce -15.6%
VGIT Vanguard Intermediate-Term T 0.08% 29,132 $1.7M Reduce -60.5%
PGR Progressive Corp. 0.08% 7,837 $1.6M No change
VIG Vanguard Dividend Apprec ETF 0.07% 8,347 $1.5M Add +26.6%
XLK SS Technology Select Sector 0.06% 6,512 $1.4M Reduce -7.6%
DG Dollar General Corp. 0.06% 8,367 $1.3M Reduce -0.8%
AMAT Applied Materials Inc. 0.06% 6,318 $1.3M New
QQQ Invesco QQQ Trust Series 1 0.06% 2,918 $1.3M Add +282.9%
UNH Unitedhealth Group Inc. 0.06% 2,446 $1.2M Reduce -15.5%
ABBV Abbvie Inc. 0.06% 6,521 $1.2M Add +11.7%
VEU Vanguard Ftse All-World Ex-U 0.05% 18,555 $1.1M Add +0.0%
HTGC Hercules Capital Inc. 0.05% 54,348 $1.0M No change
OEF iShares S&P 100 ETF 0.04% 3,838 $950K Reduce -6.7%
ANET Arista Networks Inc. 0.04% 3,250 $942K No change
IWF iShares Russell 1000 Growth 0.04% 2,636 $888K Reduce -1.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 3,690 $885K No change
ORCL Oracle Corp. 0.04% 6,336 $796K Reduce -8.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 31,107 $785K No change
TLT iShares 20+ Year Treasury BD 0.04% 7,831 $741K Reduce -83.0%
LOW Lowe's Cos Inc. 0.03% 2,829 $721K Reduce -2.0%
AFL Aflac Inc. 0.03% 7,864 $675K No change
CSCO Cisco Systems Inc. 0.03% 13,245 $661K Reduce -5.5%
INTU Intuit Inc. 0.03% 1,007 $655K Reduce -1.3%
SCHC Schwab Intl Small-Cap Equity 0.03% 18,062 $647K No change
MA Mastercard Inc. Class A 0.03% 1,339 $645K Reduce -0.2%
PEP Pepsico Inc. 0.03% 3,624 $634K Reduce -4.8%
UNP Union Pacific Corp. 0.03% 2,458 $604K Reduce -0.0%
MCD McDonald's Corp. 0.03% 2,122 $598K Reduce -8.3%
GLD SPDR Gold Shares 0.03% 2,743 $564K No change
EMB iShares JP Morgan Usd Emergi 0.03% 5,970 $535K Reduce -43.6%
SPSM SS SPDR P S&P 600 Small Cap 0.03% 12,393 $533K Reduce -7.6%
ADP Automatic Data Processing 0.02% 2,091 $522K Reduce -2.3%
DFAT Dimensional US Target Value 0.02% 9,450 $514K Reduce -6.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 2,621 $501K No change
IWD iShares Russell 1000 Value E 0.02% 2,706 $485K Reduce -5.5%
UBER Uber Technologies Inc. 0.02% 5,921 $456K Reduce -43.6%
MRK Merck & Co. Inc. 0.02% 3,389 $447K Add +1.0%
DFAC Dimensional US Core Equity 2 0.02% 13,782 $440K Reduce -3.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 1,627 $424K Reduce -97.7%
SCHW Schwab (charles) Corp. 0.02% 5,748 $416K No change
KO The Coca-Cola Co. 0.02% 6,778 $415K Add +19.8%
PDBC Invesco Optimum Yield Divers 0.02% 29,780 $413K Reduce -29.0%
LIN Linde PLC 0.02% 860 $399K Reduce -1.1%
WFC Wells Fargo & Co. 0.02% 6,718 $389K Reduce -8.7%
BRKR Bruker Corp. 0.02% 4,012 $377K No change
NUDM Nuveen ESG Intl Devel MRK Eq 0.02% 11,970 $372K Reduce -7.5%
SHOP Shopify Inc. Class A 0.02% 4,725 $365K Reduce -30.5%
RTX RTX Corp. 0.02% 3,669 $358K Reduce -12.8%
BMY Bristol-Myers Squibb Co. 0.02% 6,003 $326K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.02% 6,227 $319K Reduce -78.3%
SUSA iShares ESG Optimized MSCI U 0.02% 2,922 $319K Reduce -6.0%
IVLU iShares MSCI International V 0.01% 11,126 $314K No change
J Jacobs Solutions Inc. 0.01% 2,042 $314K No change
MMM 3M Co. 0.01% 2,896 $307K New
FEX First Trust Large Cap Core A 0.01% 3,000 $298K Reduce -1.6%
TGT Target Corp. 0.01% 1,660 $294K Add +0.6%
SNPS Synopsys Inc. 0.01% 505 $289K Reduce -1.2%
SPGI S&P Global Inc. 0.01% 666 $283K No change
ICLN iShares Global Clean Energy 0.01% 19,658 $275K Reduce -88.1%
AXP American Express Co. 0.01% 1,199 $273K Reduce -4.2%
COP Conocophillips 0.01% 1,972 $251K Reduce -0.5%
KKR KKR & Co. Inc. 0.01% 2,480 $249K Reduce -18.5%
SBUX Starbucks Corp. 0.01% 2,709 $248K Reduce -40.6%
TXN Texas Instruments Inc. 0.01% 1,407 $245K Reduce -8.2%
BIV Vanguard Intermediate-Term B 0.01% 3,204 $242K Reduce -98.6%
BND Vanguard Total Bond Market 0.01% 3,309 $240K Reduce -44.1%
CAT Caterpillar Inc. 0.01% 651 $239K New
APO Apollo Global Management Inc. 0.01% 1,985 $223K New
VGT Vanguard Info Tech ETF 0.01% 416 $218K New
HOLX Hologic Inc. 0.01% 2,745 $214K New
NOBL Proshares S&P 500 Dividend A 0.01% 2,082 $211K New
TSM Taiwan Semiconductor-SP ADR 0.01% 1,546 $210K New
FAST Fastenal Co. 0.01% 2,633 $203K New
FIVN FIVE9 Inc. 0.01% 3,224 $200K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.01% 11,533 $138K No change
EXFY Expensify Inc. Class A 0.00% 27,189 $50K No change

Portfolio Sells Q4 2023 → Q1 2024
VGLT Vanguard Long-Term Treasury Reduce -67.8% 1.10% −2.50
BIV Vanguard Intermediate-Term B Reduce -98.6% 0.01% −0.85
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -97.7% 0.02% −0.81
MUB iShares National Muni Bond E Reduce -46.0% 0.78% −0.70
AAPL Apple Inc. Reduce -5.8% 1.18% −0.25
MUNI PIMCO Intermediate Municipal Reduce -33.3% 0.43% −0.23
HSY The Hershey Co. Sold out 0.00% −0.21
TLT iShares 20+ Year Treasury BD Reduce -83.0% 0.04% −0.18
VGIT Vanguard Intermediate-Term T Reduce -60.5% 0.08% −0.13
BA The Boeing Co. Reduce -0.2% 0.35% −0.13
ADBE Adobe Inc. Reduce -4.6% 0.45% −0.12
ICLN iShares Global Clean Energy Reduce -88.1% 0.01% −0.11
TSLA Tesla Inc. Reduce -3.8% 0.19% −0.09
IWO iShares Russell 2000 Growth Reduce -47.7% 0.10% −0.08
IGSB iShares 1-5Y Inv Grade Corp. Reduce -78.3% 0.02% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Reduce -16.9% 0.23% −0.05
CME Cme Group Inc. Reduce -10.7% 0.41% −0.05
SUB iShares Short-Term National Sold out 0.00% −0.03
IYR iShares US Real Estate ETF Reduce -1.7% 0.67% −0.03
UPS United Parcel Service Class B Reduce -3.6% 0.27% −0.03
MDLZ Mondelez International Inc. Class A Reduce -3.1% 0.33% −0.03
EEM iShares MSCI Emerging Market Reduce -3.8% 0.68% −0.02
EMB iShares JP Morgan Usd Emergi Reduce -43.6% 0.03% −0.02
JNJ Johnson & Johnson Reduce -3.7% 0.42% −0.02
BLK BlackRock Finance Inc. Reduce -5.4% 0.37% −0.02
UNH Unitedhealth Group Inc. Reduce -15.5% 0.06% −0.02
PANW Palo Alto Networks Inc. Reduce -0.0% 0.29% −0.02
HON Honeywell International Inc. Reduce -0.4% 0.36% −0.01
TAN Invesco Solar ETF Sold out 0.00% −0.01
DHR Danaher Corp. Reduce -9.6% 0.33% −0.01
ACN Accenture PLC Class A Reduce -6.5% 0.12% −0.01
NET Cloudflare Inc. Class A Sold out 0.00% −0.01
NUBD Nuveen ESG US Aggregate Bond Sold out 0.00% −0.01
IWN iShares Russell 2000 Value E Sold out 0.00% −0.01
NYT New York Times Co. Class A Sold out 0.00% −0.01
SNOW Snowflake Inc. Sold out 0.00% −0.01
BND Vanguard Total Bond Market Reduce -44.1% 0.01% −0.01
UBER Uber Technologies Inc. Reduce -43.6% 0.02% −0.01
SBUX Starbucks Corp. Reduce -40.6% 0.01% −0.01
SHOP Shopify Inc. Class A Reduce -30.5% 0.02% −0.01
PDBC Invesco Optimum Yield Divers Reduce -29.0% 0.02% −0.01
SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.01
MCD McDonald's Corp. Reduce -8.3% 0.03% −0.00
VEA Vanguard Ftse Developed ETF Reduce -3.6% 0.78% −0.00
BKNG Booking Holdings Inc. Reduce -2.1% 0.26% −0.00
CVS CVS Health Corp. Reduce -0.7% 0.29% −0.00
CSCO Cisco Systems Inc. Reduce -5.5% 0.03% −0.00
SPSM SS SPDR P S&P 600 Small Cap Reduce -7.6% 0.03% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -15.6% 0.09% −0.00
DFAT Dimensional US Target Value Reduce -6.1% 0.02% −0.00

Portfolio Buys Q4 2023 → Q1 2024
BOND PIMCO Active Bond Exchange-T Add +1562.8% 1.74% +1.64
EFA iShares MSCI Eafe ETF Add +0.8% 10.26% +0.52
SPYM Ste STR SPDR PT S&P 500 ETF Add +3.1% 4.54% +0.48
GOVT iShares US Treasury Bond ETF Add +24.2% 1.36% +0.24
EL Estee Lauder Companies Class A New 0.19% +0.19
AGG iShares Core U.S. Aggregate Add +9.9% 2.93% +0.19
ICSH iShares Ultra Short Duration Add +35.2% 0.65% +0.16
MSFT Microsoft Corp. Add +2.7% 1.29% +0.15
DIS The Walt Disney Co. Add +13.0% 0.40% +0.13
VWO Vanguard Ftse Emerging Marke Add +2.1% 5.88% +0.13
EAGG iShares ESG Aware US Aggrega Add +108.2% 0.22% +0.11
JPST JPMorgan Ultra-Short Income Add +27.9% 0.35% +0.07
AMAT Applied Materials Inc. New 0.06% +0.06
QQQ Invesco QQQ Trust Series 1 Add +282.9% 0.06% +0.05
XOM Exxon Mobil Corp. Add +57.8% 0.10% +0.04
VNQ Vanguard Real Estate ETF Add +4.5% 3.19% +0.02
ADSK Autodesk Inc. Add +0.6% 0.37% +0.02
ESGD iShares Trust iShares ESG Aw Add +0.6% 0.42% +0.02
VIG Vanguard Dividend Apprec ETF Add +26.6% 0.07% +0.02
COST Costco Wholesale Corp. Add +3.7% 0.14% +0.02
MMM 3M Co. New 0.01% +0.01
ABBV Abbvie Inc. Add +11.7% 0.06% +0.01
AEP American Electric Power Add +0.8% 0.25% +0.01
CAT Caterpillar Inc. New 0.01% +0.01
APO Apollo Global Management Inc. New 0.01% +0.01
VGT Vanguard Info Tech ETF New 0.01% +0.01
HOLX Hologic Inc. New 0.01% +0.01
NOBL Proshares S&P 500 Dividend A New 0.01% +0.01
TSM Taiwan Semiconductor-SP ADR New 0.01% +0.01
FAST Fastenal Co. New 0.01% +0.01
XLV SS Health Care Select Sector Add +0.3% 0.10% +0.01
GOOG Alphabet Inc. Class C Add +0.2% 0.11% +0.01
SCHF Schwab Intl Equity ETF Add +1.4% 0.12% +0.01
KO The Coca-Cola Co. Add +19.8% 0.02% +0.00
MRK Merck & Co. Inc. Add +1.0% 0.02% +0.00
ESGE iShares Inc. iShares ESG Awar Add +2.3% 0.23% +0.00
TGT Target Corp. Add +0.6% 0.01% +0.00
VEU Vanguard Ftse All-World Ex-U Add +0.0% 0.05% +0.00
VGSH Vanguard Short-Term Treasury Add +1.3% 0.71% −0.00
KEYS Keysight Technologies Inc. Add +0.1% 0.20% −0.01
LNG Cheniere Energy Inc. Add +1.8% 0.18% −0.01
AMT American Tower Corp. Add +1.6% 0.14% −0.01
NEM Newmont Corp. Add +1.1% 0.19% −0.03
ZTS Zoetis Inc. Add +0.7% 0.19% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 214$3.3BVOO, EFA, SPY, VNQ, SPYM
Q1 2026 204$3.0BVOO, EFA, SPY, VWO, IJH
Q4 2025 197$2.9BVOO, EFA, SPY, VWO, IJH
Q3 2025 199$2.8BVOO, EFA, SPY, VWO, VNQ
Q2 2025 202$2.7BVOO, EFA, SPY, VWO, IJH
Q1 2025 194$2.4BVOO, EFA, SPY, VWO, IJH
Q4 2024 188$2.4BVOO, SPY, EFA, VWO, IWM
Q3 2024 195$2.4BVOO, EFA, SPY, VWO, IWM
Q2 2024 189$2.2BVOO, SPY, EFA, VWO, IWM
Q1 2024 162$2.1BVOO, EFA, SPY, IJH, IWM