Sand Hill Global Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sand Hill Global Advisors, LLC reported 188 stock positions worth $2.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.2%) and iShares MSCI Eafe ETF (EFA, 8.7%). Compared with Q3 2024, it opened 8 new positions, sold out of 15, added to 38 and reduced 104. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −7%).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001009209
Portfolio Value
$2.4B (Q4 2024)
SEC Filing
0001580642-25-000976 ↗ filed Feb 13, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.1B Q1 2024 Q2 2024: $2.2B Q2 2024 Q3 2024: $2.4B Q3 2024 Q4 2024: $2.4B $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 188 stocks · $2.4B
VOO Vanguard S&P 500 ETF 11.10% 486,952 $262.4M Reduce -7.0%
SPY SS SPDR S&P 500 ETF Trust-US 9.23% 372,011 $218.0M Reduce -5.2%
EFA iShares MSCI Eafe ETF 8.74% 2,729,642 $206.4M Add +0.1%
VWO Vanguard Ftse Emerging Marke 5.96% 3,199,964 $140.9M Add +5.9%
IWM iShares Russell 2000 ETF 5.93% 633,928 $140.1M Reduce -0.2%
IJH iShares Core S&P Midcap ETF 5.80% 2,199,537 $137.1M Add +0.3%
SPYM Ste STR SPDR PT S&P 500 ETF 4.85% 1,663,681 $114.7M Add +0.6%
VNQ Vanguard Real Estate ETF 3.15% 836,245 $74.5M Add +1.6%
RSP Invesco S&P 500 Equal Weight 3.07% 414,311 $72.6M New
AGG iShares Core U.S. Aggregate 2.71% 660,319 $64.0M Add +9.3%
IVV iShares Core S&P 500 ETF 2.52% 101,150 $59.5M Add +0.3%
BOND PIMCO Active Bond Exchange-T 2.02% 527,443 $47.7M Reduce -1.2%
NVDA Nvidia Corp. 1.52% 267,026 $35.9M Reduce -6.5%
GOVT iShares US Treasury Bond ETF 1.52% 1,558,773 $35.8M Reduce -16.1%
AAPL Apple Inc. 1.51% 142,539 $35.7M Reduce -0.1%
MSFT Microsoft Corp. 1.16% 64,960 $27.4M Reduce -1.7%
GOOGL Alphabet Inc. Class A 1.02% 127,361 $24.1M Reduce -2.9%
AMZN Amazon.com Inc. 0.98% 105,138 $23.1M Reduce -3.1%
VGLT Vanguard Long-Term Treasury 0.93% 396,090 $21.9M Reduce -0.6%
ESGU iShares ESG Aware MSCI USA 0.92% 168,668 $21.7M Add +5.6%
META Meta Platforms Inc. Class A 0.87% 35,254 $20.6M Reduce -1.9%
JPM JPMorgan Chase & Co. 0.87% 85,676 $20.5M Reduce -2.7%
V Visa Inc. Class A 0.69% 51,258 $16.2M Reduce -18.6%
VEA Vanguard Ftse Developed ETF 0.67% 329,818 $15.8M Add +8.6%
ICSH iShares Ultra Short Duration 0.65% 303,882 $15.3M Reduce -10.6%
IYR iShares US Real Estate ETF 0.60% 153,288 $14.3M Reduce -6.2%
MUB iShares National Muni Bond E 0.58% 128,687 $13.7M Add +4.8%
CRM Salesforce Inc. 0.55% 39,004 $13.0M Reduce -3.0%
ESML iShares ESG Aware MSCI USA S 0.54% 305,678 $12.9M Add +2.3%
VGSH Vanguard Short-Term Treasury 0.53% 214,246 $12.5M Add +3.9%
JPST JPMorgan Ultra-Short Income 0.49% 230,745 $11.6M Reduce -21.3%
PULS Pgim Ultra Short Bond ETF 0.49% 231,837 $11.5M Reduce -20.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.46% 89,441 $10.8M Reduce -3.4%
VEEV Veeva Systems Inc. Class A 0.43% 48,820 $10.3M No change
PH Parker Hannifin Corp. 0.43% 16,068 $10.2M Reduce -3.9%
ZM Zoom Communications Inc. 0.43% 123,610 $10.1M Add +11.2%
BLK BlackRock Inc. 0.40% 9,148 $9.4M Reduce -1.6%
VB Vanguard Most SM-Cap ETF-Usd 0.38% 37,532 $9.0M Reduce -1.9%
CME Cme Group Inc. 0.38% 38,726 $9.0M Reduce -2.5%
ESGD iShares Trust iShares ESG Aw 0.38% 117,156 $8.9M Add +6.3%
CVX Chevron Corp. 0.37% 60,905 $8.8M Reduce -1.8%
DASH DoorDash Inc. Class A 0.37% 52,212 $8.8M Reduce -0.2%
PG The Procter & Gamble Co. 0.37% 52,036 $8.7M Reduce -0.1%
ADSK Autodesk Inc. 0.37% 29,202 $8.6M Reduce -3.3%
SYK Stryker Corp. 0.36% 23,534 $8.5M Reduce -1.7%
ADBE Adobe Inc. 0.35% 18,582 $8.3M Reduce -2.5%
TSLA Tesla Inc. 0.34% 20,018 $8.1M Reduce -6.6%
HON Honeywell International Inc. 0.34% 35,534 $8.0M Reduce -3.2%
MUNI PIMCO Intermediate Municipal 0.33% 152,137 $7.9M Reduce -6.2%
ECL Ecolab Inc. 0.33% 33,499 $7.8M Reduce -3.6%
PANW Palo Alto Networks Inc. 0.33% 42,709 $7.8M Reduce -1.6%
JNJ Johnson & Johnson 0.32% 52,193 $7.5M Reduce -7.3%
VTI VG Morningstar TS MKT ETF-US 0.31% 24,920 $7.2M Reduce -1.3%
BKNG Booking Holdings Inc. 0.31% 1,451 $7.2M Reduce -4.7%
ABT Abbott Laboratories 0.30% 63,355 $7.2M Reduce -2.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 64,208 $7.1M Reduce -7.8%
MDY State Street SPDR S&P Midcap 0.29% 12,221 $7.0M Reduce -0.1%
ACN Accenture PLC Class A 0.29% 19,742 $6.9M Add +0.7%
LLY Eli Lilly & Co. 0.28% 8,568 $6.6M Reduce -0.7%
WM Waste Management Inc. 0.28% 32,408 $6.5M Reduce -2.9%
ACWX iShares MSCI Acwi Ex US ETF 0.25% 115,173 $6.0M Add +0.1%
DHR Danaher Corp. 0.25% 25,993 $6.0M Reduce -4.2%
EEM iShares MSCI Emerging Market 0.25% 139,396 $5.8M Reduce -59.2%
MDLZ Mondelez International Inc. Class A 0.24% 93,695 $5.6M Reduce -4.0%
ETN Eaton Corp. PLC 0.24% 16,744 $5.6M Add +0.3%
AEP American Electric Power 0.23% 58,900 $5.4M Reduce -0.5%
LNG Cheniere Energy Inc. 0.21% 23,436 $5.0M Reduce -0.7%
INTU Intuit Inc. 0.20% 7,665 $4.8M Add +658.9%
EAGG iShares ESG Aware US Aggrega 0.20% 102,019 $4.7M Add +4.0%
ACWI iShares MSCI Acwi ETF 0.20% 39,577 $4.7M No change
PLD Prologis Inc. 0.18% 39,291 $4.2M Reduce -2.9%
UPS United Parcel Service Class B 0.17% 32,396 $4.1M Reduce -13.4%
SCHX Schwab US Large-Cap ETF 0.16% 165,881 $3.8M Add +2.4%
DFUS Dimensional US Eq MKT ETF 0.16% 59,872 $3.8M Reduce -20.5%
ESGE iShares Inc. iShares ESG Awar 0.16% 112,199 $3.7M Reduce -26.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 71,318 $3.6M Add +3.6%
QQQ Invesco QQQ Trust Series 1 0.15% 6,941 $3.5M Add +2.4%
GOOG Alphabet Inc. Class C 0.15% 18,207 $3.5M Reduce -2.5%
IWB iShares Russell 1000 ETF 0.15% 10,742 $3.5M Reduce -0.6%
VGIT Vanguard Intermediate-Term T 0.14% 58,606 $3.4M Add +259.7%
COST Costco Wholesale Corp. 0.14% 3,678 $3.4M No change
DOCS Doximity Inc. Class A 0.14% 63,013 $3.4M New
BRK.B Berkshire Hathaway Inc. Class B 0.14% 7,388 $3.3M Add +1.9%
IWV iShares Russell 3000 ETF 0.14% 9,931 $3.3M Reduce -2.3%
NEM Newmont Corp. 0.13% 81,802 $3.0M Reduce -26.5%
ZTS Zoetis Inc. 0.12% 18,065 $2.9M Reduce -23.2%
IWO iShares Russell 2000 Growth 0.11% 8,724 $2.5M Reduce -1.3%
HD Home Depot Inc. 0.11% 6,408 $2.5M Reduce -2.1%
AMT American Tower Corp. 0.10% 13,484 $2.5M Reduce -28.0%
AMD Advanced Micro Devices 0.10% 20,099 $2.4M Reduce -30.9%
WYNN WYNN Resorts Ltd. 0.10% 26,150 $2.3M New
SCHF Schwab Intl Equity ETF 0.09% 121,062 $2.2M Reduce -7.1%
ITOT iShares Core S&P Total U.S. 0.09% 16,672 $2.1M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.09% 7,938 $2.1M Reduce -0.9%
XLV SS Health Care Select Sector 0.09% 14,792 $2.0M Reduce -0.3%
PGR Progressive Corp. 0.08% 7,942 $1.9M Reduce -0.4%
XOM Exxon Mobil Corp. 0.08% 16,901 $1.8M Reduce -1.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 6,435 $1.6M No change
VIG Vanguard Dividend Apprec ETF 0.07% 8,096 $1.6M Add +0.1%
XLK SS Technology Select Sector 0.06% 6,394 $1.5M Reduce -1.2%
IUSG iShares Core S&P U.S. Growth 0.06% 10,409 $1.5M No change
ANET Arista Networks Inc. 0.06% 13,061 $1.4M Add +0.5%
MA Mastercard Inc. Class A 0.06% 2,676 $1.4M Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 0.06% 24,058 $1.4M Reduce -20.5%
IWF iShares Russell 1000 Growth 0.06% 3,428 $1.4M Add +19.1%
UNH Unitedhealth Group Inc. 0.06% 2,717 $1.4M Reduce -0.1%
COMT iShares Gsci Commodity Dynam 0.06% 51,852 $1.3M New
ABBV Abbvie Inc. 0.05% 7,114 $1.3M Reduce -2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 4,492 $1.2M Reduce -86.0%
OEF iShares S&P 100 ETF 0.05% 3,802 $1.1M Reduce -0.5%
BILL Bill Holdings Inc. 0.05% 12,608 $1.1M No change
NFLX Netflix Inc. 0.04% 1,147 $1.0M No change
AMAT Applied Materials Inc. 0.04% 6,119 $995K Reduce -6.2%
IEMG iShares Core MSCI Emerging 0.04% 17,621 $920K Add +4.0%
IUSV iShares Core S&P U.S. Value 0.04% 9,603 $889K Reduce -6.3%
GLD SPDR Gold Shares 0.03% 3,386 $820K No change
SCHD Schwab US DVD Equity ETF 0.03% 29,901 $817K No change
UBER Uber Technologies Inc. 0.03% 13,496 $814K Reduce -1.5%
ORCL Oracle Corp. 0.03% 4,682 $780K Reduce -5.0%
AFL Aflac Inc. 0.03% 7,451 $771K Add +0.3%
IEFA iShares Core MSCI Eafe ETF 0.03% 10,481 $737K Add +15.4%
AVGO Broadcom Inc. 0.03% 3,150 $730K Reduce -0.2%
CSCO Cisco Systems Inc. 0.03% 12,220 $723K Reduce -4.6%
LOW Lowe's Cos Inc. 0.03% 2,908 $718K Reduce -4.6%
PLTR Palantir Technologies Inc. Class A 0.03% 9,463 $716K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 3,207 $705K Reduce -1.7%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.03% 63,884 $662K Reduce -2.2%
ADP Automatic Data Processing 0.03% 2,258 $661K Reduce -2.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 23,942 $638K Reduce -26.8%
AXP American Express Co. 0.03% 2,095 $622K No change
SCHC Schwab Intl Small-Cap Equity 0.03% 18,062 $620K No change
IJS iShares S&P Small-Cap 600 Va 0.03% 5,670 $616K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.03% 25,367 $601K No change
MCD McDonald's Corp. 0.03% 2,059 $597K Reduce -6.0%
UNP Union Pacific Corp. 0.02% 2,452 $559K Reduce -4.7%
HTGC Hercules Capital Inc. 0.02% 27,417 $551K Add +2.5%
PDBC Invesco Optimum Yield Divers 0.02% 40,815 $530K Add +71.9%
SHOP Shopify Inc. Class A 0.02% 4,914 $523K No change
IWD iShares Russell 1000 Value E 0.02% 2,795 $517K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.02% 1,836 $514K Add +4.7%
KO The Coca-Cola Co. 0.02% 7,928 $494K Reduce -2.5%
SPSM SS SPDR P S&P 600 Small Cap 0.02% 10,925 $491K Reduce -9.2%
DFAT Dimensional US Target Value 0.02% 8,652 $482K Reduce -7.5%
DFAC Dimensional US Core Equity 2 0.02% 13,360 $462K Reduce -3.1%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.02% 4,702 $456K No change
PEP Pepsico Inc. 0.02% 2,943 $448K Reduce -20.1%
BND Vanguard Total Bond Market 0.02% 6,108 $439K Add +66.7%
WFC Wells Fargo & Co. 0.02% 6,201 $436K Reduce -7.7%
SCHW Schwab (charles) Corp. 0.02% 5,748 $425K No change
IAU iShares Gold Trust 0.02% 7,955 $394K Add +23.2%
NUDM Nuveen ESG Intl Devel MRK Eq 0.02% 12,848 $386K Add +7.3%
MRK Merck & Co. Inc. 0.02% 3,835 $382K Reduce -5.0%
SUSA iShares ESG Optimized MSCI U 0.02% 3,038 $369K No change
MMM 3M Co. 0.02% 2,853 $368K No change
RTX RTX Corp. 0.02% 3,165 $366K Reduce -3.1%
KKR KKR & Co. Inc. 0.01% 2,381 $352K Reduce -2.1%
IJR iShares Core S&P Small-Cap E 0.01% 2,995 $345K Add +18.2%
LIN Linde PLC 0.01% 821 $344K No change
SCZ iShares MSCI Eafe Small-Cap 0.01% 5,623 $342K No change
SPGI S&P Global Inc. 0.01% 684 $341K Reduce -1.2%
TSM Taiwan Semiconductor-SP ADR 0.01% 1,722 $340K No change
APO Apollo Global Management Inc. 0.01% 1,985 $328K No change
GE General Electric filed as GE AEROSPACE 0.01% 1,852 $309K Add +0.2%
EMB iShares JP Morgan Usd Emergi 0.01% 3,459 $308K Reduce -3.1%
GVI iShares Intermediate Governm 0.01% 2,949 $307K New
FICO Fair Isaac Corp. 0.01% 153 $305K No change
BMY Bristol-Myers Squibb Co. 0.01% 5,264 $298K Reduce -11.3%
CART Maplebear Inc. 0.01% 6,965 $288K Reduce -9.1%
MLM Martin Marietta Materials 0.01% 552 $285K No change
BIV Vanguard Intermediate-Term B 0.01% 3,806 $284K No change
CAT Caterpillar Inc. 0.01% 772 $280K No change
J Jacobs Solutions Inc. 0.01% 2,042 $273K No change
TXN Texas Instruments Inc. 0.01% 1,452 $272K Reduce -0.7%
FEX First Trust Large Cap Core A 0.01% 2,506 $261K Reduce -4.2%
VGT Vanguard Info Tech ETF 0.01% 401 $249K Reduce -1.5%
SNPS Synopsys Inc. 0.01% 502 $244K No change
BRKR Bruker Corp. 0.01% 4,012 $235K No change
NYT New York Times Co. Class A 0.01% 4,417 $230K No change
TGT Target Corp. 0.01% 1,687 $228K Reduce -8.7%
FNDA Schwab Fndmntl US SM Co. ETF 0.01% 7,559 $224K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 4,202 $217K Reduce -0.5%
DVY iShares Select Dividend ETF 0.01% 1,647 $216K No change
PM Philip Morris International 0.01% 1,780 $214K No change
GS Goldman Sachs Group Inc. 0.01% 361 $207K New
SBUX Starbucks Corp. 0.01% 2,264 $207K No change
IAT iShares US Regional Banks Et 0.01% 4,090 $206K New
EXFY Expensify Inc. Class A 0.00% 27,189 $91K No change
EGHT 8X8 Inc. 0.00% 15,872 $42K New

Portfolio Sells Q3 2024 → Q4 2024
VOO Vanguard S&P 500 ETF Reduce -7.0% 11.10% −0.54
EEM iShares MSCI Emerging Market Reduce -59.2% 0.25% −0.41
GOVT iShares US Treasury Bond ETF Reduce -16.1% 1.52% −0.32
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -86.0% 0.05% −0.31
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.2% 9.23% −0.26
JPST JPMorgan Ultra-Short Income Reduce -21.3% 0.49% −0.14
PULS Pgim Ultra Short Bond ETF Reduce -20.2% 0.49% −0.12
NEM Newmont Corp. Reduce -26.5% 0.13% −0.12
BOND PIMCO Active Bond Exchange-T Reduce -1.2% 2.02% −0.11
EL Estee Lauder Companies Class A Sold out 0.00% −0.11
VGLT Vanguard Long-Term Treasury Reduce -0.6% 0.93% −0.11
AMD Advanced Micro Devices Reduce -30.9% 0.10% −0.10
IYR iShares US Real Estate ETF Reduce -6.2% 0.60% −0.10
AMT American Tower Corp. Reduce -28.0% 0.10% −0.08
ICSH iShares Ultra Short Duration Reduce -10.6% 0.65% −0.08
ESGE iShares Inc. iShares ESG Awar Reduce -26.7% 0.16% −0.08
ZTS Zoetis Inc. Reduce -23.2% 0.12% −0.07
MDLZ Mondelez International Inc. Class A Reduce -4.0% 0.24% −0.07
ADBE Adobe Inc. Reduce -2.5% 0.35% −0.07
DHR Danaher Corp. Reduce -4.2% 0.25% −0.07
JNJ Johnson & Johnson Reduce -7.3% 0.32% −0.07
V Visa Inc. Class A Reduce -18.6% 0.69% −0.04
LLY Eli Lilly & Co. Reduce -0.7% 0.28% −0.04
UPS United Parcel Service Class B Reduce -13.4% 0.17% −0.04
ECL Ecolab Inc. Reduce -3.6% 0.33% −0.04
MSFT Microsoft Corp. Reduce -1.7% 1.16% −0.04
PLD Prologis Inc. Reduce -2.9% 0.18% −0.04
DFUS Dimensional US Eq MKT ETF Reduce -20.5% 0.16% −0.04
SGOV iShares 0-3 Month Treasury B Sold out 0.00% −0.03
DG Dollar General Corp. Sold out 0.00% −0.03
MUNI PIMCO Intermediate Municipal Reduce -6.2% 0.33% −0.03
AEP American Electric Power Reduce -0.5% 0.23% −0.03
VEU Vanguard Ftse All-World Ex-U Reduce -20.5% 0.06% −0.02
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.02
SCHF Schwab Intl Equity ETF Reduce -7.1% 0.09% −0.02
WM Waste Management Inc. Reduce -2.9% 0.28% −0.02
AMAT Applied Materials Inc. Reduce -6.2% 0.04% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -26.8% 0.03% −0.01
PH Parker Hannifin Corp. Reduce -3.9% 0.43% −0.01
CVX Chevron Corp. Reduce -1.8% 0.37% −0.01
PG The Procter & Gamble Co. Reduce -0.1% 0.37% −0.01
XLV SS Health Care Select Sector Reduce -0.3% 0.09% −0.01
ALGN Align Technology Inc. Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.01
AMGN Amgen Inc. Sold out 0.00% −0.01
NU Nu Holdings Ltd./Cayman Isl-A Reduce -2.2% 0.03% −0.01
HOLX Hologic Inc. Sold out 0.00% −0.01
NOBL Proshares S&P 500 Dividend A Sold out 0.00% −0.01
O Realty Income Corp. Sold out 0.00% −0.01
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.01

Portfolio Buys Q3 2024 → Q4 2024
RSP Invesco S&P 500 Equal Weight New 3.07% +3.07
INTU Intuit Inc. Add +658.9% 0.20% +0.18
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.6% 4.85% +0.14
DOCS Doximity Inc. Class A New 0.14% +0.14
AGG iShares Core U.S. Aggregate Add +9.3% 2.71% +0.13
VGIT Vanguard Intermediate-Term T Add +259.7% 0.14% +0.10
ZM Zoom Communications Inc. Add +11.2% 0.43% +0.10
WYNN WYNN Resorts Ltd. New 0.10% +0.10
ESGU iShares ESG Aware MSCI USA Add +5.6% 0.92% +0.07
IVV iShares Core S&P 500 ETF Add +0.3% 2.52% +0.07
COMT iShares Gsci Commodity Dynam New 0.06% +0.06
IJH iShares Core S&P Midcap ETF Add +0.3% 5.80% +0.04
MUB iShares National Muni Bond E Add +4.8% 0.58% +0.02
ESML iShares ESG Aware MSCI USA S Add +2.3% 0.54% +0.02
VGSH Vanguard Short-Term Treasury Add +3.9% 0.53% +0.01
GVI iShares Intermediate Governm New 0.01% +0.01
IWF iShares Russell 1000 Growth Add +19.1% 0.06% +0.01
QQQ Invesco QQQ Trust Series 1 Add +2.4% 0.15% +0.01
PDBC Invesco Optimum Yield Divers Add +71.9% 0.02% +0.01
GS Goldman Sachs Group Inc. New 0.01% +0.01
IAT iShares US Regional Banks Et New 0.01% +0.01
ANET Arista Networks Inc. Add +0.5% 0.06% +0.01
SCHX Schwab US Large-Cap ETF Add +2.4% 0.16% +0.01
BND Vanguard Total Bond Market Add +66.7% 0.02% +0.01
IAU iShares Gold Trust Add +23.2% 0.02% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +3.6% 0.15% +0.00
IJR iShares Core S&P Small-Cap E Add +18.2% 0.01% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +4.7% 0.02% +0.00
ETN Eaton Corp. PLC Add +0.3% 0.24% +0.00
EGHT 8X8 Inc. New 0.00% +0.00
ACN Accenture PLC Class A Add +0.7% 0.29% +0.00
IEFA iShares Core MSCI Eafe ETF Add +15.4% 0.03% +0.00
HTGC Hercules Capital Inc. Add +2.5% 0.02% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 0.14% +0.00
EAGG iShares ESG Aware US Aggrega Add +4.0% 0.20% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.1% 0.07% −0.00
NUDM Nuveen ESG Intl Devel MRK Eq Add +7.3% 0.02% −0.00
GE General Electric Add +0.2% 0.01% −0.00
IEMG iShares Core MSCI Emerging Add +4.0% 0.04% −0.00
AFL Aflac Inc. Add +0.3% 0.03% −0.00
VEA Vanguard Ftse Developed ETF Add +8.6% 0.67% −0.01
ESGD iShares Trust iShares ESG Aw Add +6.3% 0.38% −0.01
ACWX iShares MSCI Acwi Ex US ETF Add +0.1% 0.25% −0.02
VWO Vanguard Ftse Emerging Marke Add +5.9% 5.96% −0.13
VNQ Vanguard Real Estate ETF Add +1.6% 3.15% −0.23
EFA iShares MSCI Eafe ETF Add +0.1% 8.74% −0.88

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