Sand Hill Global Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Sand Hill Global Advisors, LLC reported 189 stock positions worth $2.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.9%) and iShares MSCI Eafe ETF (EFA, 9.6%). Compared with Q1 2024, it opened 35 new positions, sold out of 8, added to 63 and reduced 70. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +44%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −1%).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001009209
Portfolio Value
$2.2B (Q2 2024)
SEC Filing
0001580642-24-004504 ↗ filed Aug 13, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.1B Q1 2024 Q2 2024: $2.2B $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 189 stocks · $2.2B
VOO Vanguard S&P 500 ETF 11.83% 520,994 $260.6M Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US 9.86% 399,154 $217.2M Reduce -1.1%
EFA iShares MSCI Eafe ETF 9.58% 2,691,896 $210.9M Reduce -0.6%
VWO Vanguard Ftse Emerging Marke 5.92% 2,980,873 $130.4M Add +0.5%
IWM iShares Russell 2000 ETF 5.82% 631,942 $128.2M Add +2.4%
IJH iShares Core S&P Midcap ETF 5.75% 2,164,888 $126.7M Add +0.7%
SPYM Ste STR SPDR PT S&P 500 ETF 4.73% 1,627,226 $104.1M Add +4.5%
VNQ Vanguard Real Estate ETF 3.06% 804,436 $67.4M Add +3.5%
AGG iShares Core U.S. Aggregate 2.63% 597,537 $58.0M Reduce -5.2%
IVV iShares Core S&P 500 ETF 2.50% 100,789 $55.2M Reduce -1.8%
BOND PIMCO Active Bond Exchange-T 2.16% 522,944 $47.6M Add +30.8%
GOVT iShares US Treasury Bond ETF 1.85% 1,808,982 $40.8M Add +43.6%
NVDA Nvidia Corp. 1.58% 280,944 $34.7M Reduce -0.5%
AAPL Apple Inc. 1.40% 146,090 $30.8M Add +1.1%
MSFT Microsoft Corp. 1.35% 66,694 $29.8M Add +3.1%
GOOGL Alphabet Inc. Class A 1.09% 131,309 $23.9M Reduce -13.7%
VGLT Vanguard Long-Term Treasury 1.00% 380,828 $22.0M Reduce -2.7%
AMZN Amazon.com Inc. 0.95% 108,459 $21.0M Add +2.2%
ESGU iShares ESG Aware MSCI USA 0.86% 158,065 $18.9M Add +0.5%
JPM JPMorgan Chase & Co. 0.84% 91,048 $18.4M Add +3.5%
META Meta Platforms Inc. Class A 0.82% 35,903 $18.1M Add +1.8%
V Visa Inc. Class A 0.75% 63,203 $16.6M Add +5.4%
VEA Vanguard Ftse Developed ETF 0.70% 311,324 $15.4M Reduce -4.6%
EEM iShares MSCI Emerging Market 0.67% 346,636 $14.8M Reduce -0.4%
IYR iShares US Real Estate ETF 0.65% 163,694 $14.4M Add +4.1%
MUB iShares National Muni Bond E 0.63% 130,573 $13.9M Reduce -14.8%
VGSH Vanguard Short-Term Treasury 0.55% 208,310 $12.1M Reduce -19.6%
ESML iShares ESG Aware MSCI USA S 0.52% 295,534 $11.4M Reduce -0.5%
ADBE Adobe Inc. 0.48% 19,112 $10.6M Add +1.3%
ICSH iShares Ultra Short Duration 0.48% 208,143 $10.5M Reduce -23.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.47% 94,716 $10.4M Reduce -0.8%
CRM Salesforce Inc. 0.47% 39,951 $10.3M Add +8.6%
CVX Chevron Corp. 0.44% 61,792 $9.7M Add +0.3%
VEEV Veeva Systems Inc. Class A 0.41% 48,820 $8.9M New
MUNI PIMCO Intermediate Municipal 0.40% 170,947 $8.9M Reduce -1.4%
VB Vanguard Most SM-Cap ETF-Usd 0.40% 40,714 $8.9M Add +12.0%
PH Parker Hannifin Corp. 0.40% 17,230 $8.7M Reduce -4.3%
ESGD iShares Trust iShares ESG Aw 0.39% 108,814 $8.6M Reduce -0.7%
PG The Procter & Gamble Co. 0.39% 51,859 $8.6M Reduce -1.6%
ECL Ecolab Inc. 0.39% 35,620 $8.5M Reduce -1.9%
JNJ Johnson & Johnson 0.38% 56,801 $8.3M Add +0.5%
JPST JPMorgan Ultra-Short Income 0.37% 162,881 $8.2M Add +10.2%
SYK Stryker Corp. 0.37% 24,041 $8.2M Reduce -2.2%
CME Cme Group Inc. 0.36% 40,438 $8.0M Reduce -0.0%
HON Honeywell International Inc. 0.35% 36,584 $7.8M Add +0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.35% 32,135 $7.8M Reduce -1.0%
LLY Eli Lilly & Co. 0.35% 8,461 $7.7M New
ADSK Autodesk Inc. 0.34% 30,130 $7.5M Add +1.3%
BLK BlackRock Finance Inc. 0.34% 9,368 $7.4M Add +0.9%
PANW Palo Alto Networks Inc. 0.33% 21,562 $7.3M Add +0.6%
WM Waste Management Inc. 0.33% 33,649 $7.2M Reduce -40.7%
ABT Abbott Laboratories 0.32% 67,648 $7.0M Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.31% 69,103 $6.9M Add +1.5%
DHR Danaher Corp. 0.31% 27,410 $6.8M Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 0.31% 25,341 $6.8M Add +10.6%
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.30% 111,128 $6.6M New
MDY State Street SPDR S&P Midcap 0.30% 12,283 $6.6M Add +4.0%
BA The Boeing Co. 0.30% 36,032 $6.6M Reduce -4.5%
MDLZ Mondelez International Inc. Class A 0.30% 99,836 $6.5M Add +0.2%
ACWX iShares MSCI Acwi Ex US ETF 0.28% 116,045 $6.2M No change
BKNG Booking Holdings Inc. 0.28% 1,536 $6.1M Reduce -0.1%
DASH DoorDash Inc. Class A 0.26% 53,112 $5.8M Add +7.5%
AEP American Electric Power 0.24% 60,286 $5.3M Add +0.0%
UPS United Parcel Service Class B 0.24% 38,036 $5.2M Reduce -0.8%
ESGE iShares Inc. iShares ESG Awar 0.23% 149,776 $5.0M Add +0.3%
NEM Newmont Corp. 0.21% 112,845 $4.7M Reduce -0.3%
AMD Advanced Micro Devices 0.21% 28,390 $4.6M New
EAGG iShares ESG Aware US Aggrega 0.21% 98,105 $4.6M Reduce -0.9%
ACWI iShares MSCI Acwi ETF 0.20% 39,889 $4.5M Add +2.2%
PLD Prologis Inc. 0.20% 39,567 $4.4M New
DFUS Dimensional US Eq MKT ETF 0.20% 75,341 $4.4M Reduce 0.0%
TSLA Tesla Inc. 0.20% 21,930 $4.3M Reduce -2.7%
LNG Cheniere Energy Inc. 0.19% 23,985 $4.2M Add +1.1%
STZ Constellation Brands Inc. Class A 0.18% 15,659 $4.0M Reduce -0.0%
ZTS Zoetis Inc. 0.18% 23,228 $4.0M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.17% 20,097 $3.7M Add +33.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.17% 14,629 $3.7M Add +296.4%
AMT American Tower Corp. 0.16% 18,268 $3.6M Add +18.6%
SCHX Schwab US Large-Cap ETF 0.16% 54,002 $3.5M Reduce -0.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.16% 69,132 $3.5M Reduce -28.5%
COST Costco Wholesale Corp. 0.16% 4,020 $3.4M Add +1.8%
QQQ Invesco QQQ Trust Series 1 0.15% 6,779 $3.2M Add +132.3%
IWB iShares Russell 1000 ETF 0.14% 10,640 $3.2M Reduce -5.6%
IWV iShares Russell 3000 ETF 0.14% 10,161 $3.1M Reduce -4.1%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 7,308 $3.0M Add +64.2%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.13% 26,621 $2.8M Add +1.1%
SCHF Schwab Intl Equity ETF 0.11% 65,143 $2.5M No change
ACN Accenture PLC Class A 0.10% 7,593 $2.3M No change
IWO iShares Russell 2000 Growth 0.10% 8,617 $2.3M Add +5.8%
HD Home Depot Inc. 0.10% 6,525 $2.2M Add +2.3%
SGOV iShares 0-3 Month Treasury B 0.10% 21,562 $2.2M New
XLV SS Health Care Select Sector 0.10% 14,843 $2.2M Reduce -0.0%
ITOT iShares Core S&P Total U.S. 0.09% 17,159 $2.0M New
XOM Exxon Mobil Corp. 0.09% 17,190 $2.0M Reduce -1.9%
VEU Vanguard Ftse All-World Ex-U 0.09% 32,024 $1.9M Add +72.6%
PGR Progressive Corp. 0.07% 7,837 $1.6M No change
AMAT Applied Materials Inc. 0.07% 6,521 $1.5M Add +3.2%
IEFA iShares Core MSCI Eafe ETF 0.07% 20,589 $1.5M New
VIG Vanguard Dividend Apprec ETF 0.07% 8,142 $1.5M Reduce -2.5%
IUSG iShares Core S&P U.S. Growth 0.07% 11,600 $1.5M New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 6,434 $1.5M New
XLK SS Technology Select Sector 0.07% 6,471 $1.5M Reduce -0.6%
GLD SPDR Gold Shares 0.06% 5,909 $1.3M Add +115.4%
UNH Unitedhealth Group Inc. 0.06% 2,410 $1.2M Reduce -1.5%
MA Mastercard Inc. Class A 0.05% 2,691 $1.2M Add +101.0%
ANET Arista Networks Inc. 0.05% 3,250 $1.1M No change
DG Dollar General Corp. 0.05% 8,367 $1.1M No change
ABBV Abbvie Inc. 0.05% 6,379 $1.1M Reduce -2.2%
UBER Uber Technologies Inc. 0.05% 14,901 $1.1M Add +151.7%
IUSV iShares Core S&P U.S. Value 0.05% 11,604 $1.0M New
OEF iShares S&P 100 ETF 0.05% 3,822 $1.0M Reduce -0.4%
VGIT Vanguard Intermediate-Term T 0.04% 16,803 $978K Reduce -42.3%
IWF iShares Russell 1000 Growth 0.04% 2,630 $959K Reduce -0.2%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.04% 72,792 $938K Add +531.2%
IEMG iShares Core MSCI Emerging 0.04% 16,948 $907K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 32,813 $872K Add +5.5%
SCHD Schwab US DVD Equity ETF 0.04% 10,362 $806K New
NFLX Netflix Inc. 0.03% 1,109 $748K New
TLT iShares 20+ Year Treasury BD 0.03% 7,765 $713K Reduce -0.8%
ORCL Oracle Corp. 0.03% 4,948 $699K Reduce -21.9%
VGT Vanguard Info Tech ETF 0.03% 1,167 $673K Add +180.5%
BILL Bill Holdings Inc. 0.03% 12,608 $663K New
AFL Aflac Inc. 0.03% 7,427 $663K Reduce -5.6%
INTU Intuit Inc. 0.03% 1,003 $659K Reduce -0.4%
LOW Lowe's Cos Inc. 0.03% 2,937 $647K Add +3.8%
SCHC Schwab Intl Small-Cap Equity 0.03% 18,062 $643K No change
CSCO Cisco Systems Inc. 0.03% 12,403 $589K Reduce -6.4%
PEP Pepsico Inc. 0.03% 3,569 $589K Reduce -1.5%
FNDX Schwab Fndmntl US LRG Co. ETF 0.03% 8,456 $566K New
HTGC Hercules Capital Inc. 0.03% 27,188 $556K Reduce -50.0%
UNP Union Pacific Corp. 0.03% 2,447 $554K Reduce -0.5%
IJS iShares S&P Small-Cap 600 Va 0.03% 5,670 $552K New
MCD McDonald's Corp. 0.02% 2,120 $540K Reduce -0.1%
ADP Automatic Data Processing 0.02% 2,258 $539K Add +8.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 3,065 $530K Add +16.9%
MRK Merck & Co. Inc. 0.02% 4,069 $504K Add +20.1%
SPSM SS SPDR P S&P 600 Small Cap 0.02% 12,030 $500K Reduce -2.9%
KO The Coca-Cola Co. 0.02% 7,841 $499K Add +15.7%
AXP American Express Co. 0.02% 2,120 $491K Add +76.8%
DFAT Dimensional US Target Value 0.02% 9,450 $490K No change
AVGO Broadcom Inc. 0.02% 295 $474K New
IWD iShares Russell 1000 Value E 0.02% 2,592 $452K Reduce -4.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 1,793 $448K Add +10.2%
DFAC Dimensional US Core Equity 2 0.02% 13,782 $444K No change
SCHW Schwab (charles) Corp. 0.02% 5,748 $424K No change
WFC Wells Fargo & Co. 0.02% 6,718 $399K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.02% 4,702 $394K New
NUDM Nuveen ESG Intl Devel MRK Eq 0.02% 11,970 $373K No change
LIN Linde PLC 0.02% 836 $367K Reduce -2.8%
RTX RTX Corp. 0.02% 3,507 $352K Reduce -4.4%
SCZ iShares MSCI Eafe Small-Cap 0.02% 5,623 $347K New
GE General Electric filed as GE AEROSPACE 0.02% 2,167 $344K New
VHT Vanguard Health Care ETF 0.02% 1,294 $344K New
SUSA iShares ESG Optimized MSCI U 0.01% 2,922 $328K No change
BND Vanguard Total Bond Market 0.01% 4,556 $328K Add +37.7%
SHOP Shopify Inc. Class A 0.01% 4,725 $312K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 1,722 $299K Add +11.4%
MLM Martin Marietta Materials 0.01% 552 $299K New
SNPS Synopsys Inc. 0.01% 502 $299K Reduce -0.6%
SPGI S&P Global Inc. 0.01% 662 $295K Reduce -0.6%
MMM 3M Co. 0.01% 2,853 $292K Reduce -1.5%
J Jacobs Solutions Inc. 0.01% 2,042 $285K No change
IAU iShares Gold Trust 0.01% 6,457 $284K New
FEX First Trust Large Cap Core A 0.01% 2,896 $281K Reduce -3.5%
EMB iShares JP Morgan Usd Emergi 0.01% 3,122 $276K Reduce -47.7%
CAT Caterpillar Inc. 0.01% 816 $272K Add +25.4%
IJR iShares Core S&P Small-Cap E 0.01% 2,533 $270K New
NVO Novo-Nordisk A/S-Spons ADR 0.01% 1,855 $265K New
XLF SS Financial Select Sector 0.01% 6,411 $264K New
BRKR Bruker Corp. 0.01% 4,012 $256K No change
KKR KKR & Co. Inc. 0.01% 2,431 $256K Reduce -2.0%
TXN Texas Instruments Inc. 0.01% 1,303 $253K Reduce -7.4%
TGT Target Corp. 0.01% 1,699 $252K Add +2.4%
O Realty Income Corp. 0.01% 4,682 $247K New
BMY Bristol-Myers Squibb Co. 0.01% 5,934 $246K Reduce -1.1%
APO Apollo Global Management Inc. 0.01% 1,985 $234K No change
ALGN Align Technology Inc. 0.01% 943 $228K New
NYT New York Times Co. Class A 0.01% 4,417 $226K New
BIV Vanguard Intermediate-Term B 0.01% 3,017 $226K Reduce -5.8%
COP Conocophillips 0.01% 1,972 $226K No change
PLTR Palantir Technologies Inc. Class A 0.01% 8,648 $219K New
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 4,221 $216K Reduce -32.2%
VCR Vanguard Consumer Discre ETF 0.01% 669 $209K New
FNDA Schwab Fndmntl US SM Co. ETF 0.01% 3,780 $208K New
AMGN Amgen Inc. 0.01% 653 $204K New
HOLX Hologic Inc. 0.01% 2,745 $204K No change
VXUS Vanguard Total Intl Stock 0.01% 3,326 $201K New
NOBL Proshares S&P 500 Dividend A 0.01% 2,082 $200K No change
EXFY Expensify Inc. Class A 0.00% 27,189 $41K No change

Portfolio Sells Q1 2024 → Q2 2024
EFA iShares MSCI Eafe ETF Reduce -0.6% 9.58% −0.68
CVS CVS Health Corp. Sold out 0.00% −0.29
AGG iShares Core U.S. Aggregate Reduce -5.2% 2.63% −0.29
WM Waste Management Inc. Reduce -40.7% 0.33% −0.25
KEYS Keysight Technologies Inc. Sold out 0.00% −0.20
ICSH iShares Ultra Short Duration Reduce -23.1% 0.48% −0.17
VGSH Vanguard Short-Term Treasury Reduce -19.6% 0.55% −0.17
MUB iShares National Muni Bond E Reduce -14.8% 0.63% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.1% 9.86% −0.15
VGLT Vanguard Long-Term Treasury Reduce -2.7% 1.00% −0.10
PH Parker Hannifin Corp. Reduce -4.3% 0.40% −0.08
VEA Vanguard Ftse Developed ETF Reduce -4.6% 0.70% −0.08
VTEB Vanguard Tax-Exempt Bond ETF Reduce -28.5% 0.16% −0.07
IVV iShares Core S&P 500 ETF Reduce -1.8% 2.50% −0.05
CME Cme Group Inc. Reduce -0.0% 0.36% −0.05
ESML iShares ESG Aware MSCI USA S Reduce -0.5% 0.52% −0.05
ABT Abbott Laboratories Reduce -0.7% 0.32% −0.05
BA The Boeing Co. Reduce -4.5% 0.30% −0.05
SYK Stryker Corp. Reduce -2.2% 0.37% −0.05
VGIT Vanguard Intermediate-Term T Reduce -42.3% 0.04% −0.04
UPS United Parcel Service Class B Reduce -0.8% 0.24% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.0% 0.35% −0.03
MUNI PIMCO Intermediate Municipal Reduce -1.4% 0.40% −0.03
ESGD iShares Trust iShares ESG Aw Reduce -0.7% 0.39% −0.03
HTGC Hercules Capital Inc. Reduce -50.0% 0.03% −0.02
PDBC Invesco Optimum Yield Divers Sold out 0.00% −0.02
STZ Constellation Brands Inc. Class A Reduce -0.0% 0.18% −0.02
DHR Danaher Corp. Reduce -1.1% 0.31% −0.02
PG The Procter & Gamble Co. Reduce -1.6% 0.39% −0.02
IVLU iShares MSCI International V Sold out 0.00% −0.01
EAGG iShares ESG Aware US Aggrega Reduce -0.9% 0.21% −0.01
ICLN iShares Global Clean Energy Sold out 0.00% −0.01
EMB iShares JP Morgan Usd Emergi Reduce -47.7% 0.01% −0.01
ECL Ecolab Inc. Reduce -1.9% 0.39% −0.01
SBUX Starbucks Corp. Sold out 0.00% −0.01
IWB iShares Russell 1000 ETF Reduce -5.6% 0.14% −0.01
FAST Fastenal Co. Sold out 0.00% −0.01
FIVN FIVE9 Inc. Sold out 0.00% −0.01
IWV iShares Russell 3000 ETF Reduce -4.1% 0.14% −0.01
EEM iShares MSCI Emerging Market Reduce -0.4% 0.67% −0.01
XOM Exxon Mobil Corp. Reduce -1.9% 0.09% −0.01
ABBV Abbvie Inc. Reduce -2.2% 0.05% −0.01
ORCL Oracle Corp. Reduce -21.9% 0.03% −0.01
XLV SS Health Care Select Sector Reduce -0.0% 0.10% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Reduce -32.2% 0.01% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -2.5% 0.07% −0.00
CSCO Cisco Systems Inc. Reduce -6.4% 0.03% −0.00
BMY Bristol-Myers Squibb Co. Reduce -1.1% 0.01% −0.00
MCD McDonald's Corp. Reduce -0.1% 0.02% −0.00
ZTS Zoetis Inc. Reduce -0.1% 0.18% −0.00

Portfolio Buys Q1 2024 → Q2 2024
GOVT iShares US Treasury Bond ETF Add +43.6% 1.85% +0.49
BOND PIMCO Active Bond Exchange-T Add +30.8% 2.16% +0.42
VEEV Veeva Systems Inc. Class A New 0.41% +0.41
LLY Eli Lilly & Co. New 0.35% +0.35
ZM Zoom Communications Inc. New 0.30% +0.30
AAPL Apple Inc. Add +1.1% 1.40% +0.22
AMD Advanced Micro Devices New 0.21% +0.21
PLD Prologis Inc. New 0.20% +0.20
SPYM Ste STR SPDR PT S&P 500 ETF Add +4.5% 4.73% +0.18
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +296.4% 0.17% +0.12
SGOV iShares 0-3 Month Treasury B New 0.10% +0.10
ITOT iShares Core S&P Total U.S. New 0.09% +0.09
QQQ Invesco QQQ Trust Series 1 Add +132.3% 0.15% +0.09
IEFA iShares Core MSCI Eafe ETF New 0.07% +0.07
IUSG iShares Core S&P U.S. Growth New 0.07% +0.07
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.07% +0.07
MSFT Microsoft Corp. Add +3.1% 1.35% +0.06
GOOG Alphabet Inc. Class C Add +33.0% 0.17% +0.06
IUSV iShares Core S&P U.S. Value New 0.05% +0.05
BRK.B Berkshire Hathaway Inc. Class B Add +64.2% 0.14% +0.05
VWO Vanguard Ftse Emerging Marke Add +0.5% 5.92% +0.05
AMZN Amazon.com Inc. Add +2.2% 0.95% +0.04
PANW Palo Alto Networks Inc. Add +0.6% 0.33% +0.04
IEMG iShares Core MSCI Emerging New 0.04% +0.04
SCHD Schwab US DVD Equity ETF New 0.04% +0.04
NU Nu Holdings Ltd./Cayman Isl-A Add +531.2% 0.04% +0.04
VOO Vanguard S&P 500 ETF Add +0.7% 11.83% +0.04
NFLX Netflix Inc. New 0.03% +0.03
VEU Vanguard Ftse All-World Ex-U Add +72.6% 0.09% +0.03
GLD SPDR Gold Shares Add +115.4% 0.06% +0.03
ADBE Adobe Inc. Add +1.3% 0.48% +0.03
BILL Bill Holdings Inc. New 0.03% +0.03
UBER Uber Technologies Inc. Add +151.7% 0.05% +0.03
FNDX Schwab Fndmntl US LRG Co. ETF New 0.03% +0.03
VTI VG Morningstar TS MKT ETF-US Add +10.6% 0.31% +0.03
IJS iShares S&P Small-Cap 600 Va New 0.03% +0.03
MA Mastercard Inc. Class A Add +101.0% 0.05% +0.02
AVGO Broadcom Inc. New 0.02% +0.02
VGT Vanguard Info Tech ETF Add +180.5% 0.03% +0.02
JPST JPMorgan Ultra-Short Income Add +10.2% 0.37% +0.02
BMO Bank of Montreal New 0.02% +0.02
COST Costco Wholesale Corp. Add +1.8% 0.16% +0.02
AMT American Tower Corp. Add +18.6% 0.16% +0.02
SCZ iShares MSCI Eafe Small-Cap New 0.02% +0.02
GE General Electric New 0.02% +0.02
VHT Vanguard Health Care ETF New 0.02% +0.02
MLM Martin Marietta Materials New 0.01% +0.01
IAU iShares Gold Trust New 0.01% +0.01
IJR iShares Core S&P Small-Cap E New 0.01% +0.01
NVO Novo-Nordisk A/S-Spons ADR New 0.01% +0.01

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