Sand Hill Global Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Sand Hill Global Advisors, LLC reported 202 stock positions worth $2.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.2% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 9.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 8.4%). Compared with Q1 2025, it opened 19 new positions, sold out of 11, added to 86 and reduced 66. The biggest buy was Van Morst SML-Cap Gro-Usd (VBK, shares +5905%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −100%).

Most Recent 13F
Q2 2026
Location
Palo Alto, CA
CIK
0001009209
Portfolio Value
$2.7B (Q2 2025)
SEC Filing
0001580642-25-005122 ↗ filed Aug 14, 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 Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $2.7B $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 202 stocks · $2.7B
VOO Vanguard S&P 500 ETF 11.20% 531,012 $301.6M Add +5.8%
EFA iShares MSCI Eafe ETF 9.33% 2,810,427 $251.2M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 8.36% 364,378 $225.1M Reduce -0.5%
VWO Vanguard Ftse Emerging Marke 5.84% 3,182,811 $157.4M Reduce -2.3%
IJH iShares Core S&P Midcap ETF 5.22% 2,268,824 $140.7M Add +0.7%
IWM iShares Russell 2000 ETF 4.88% 609,174 $131.5M Reduce -5.4%
SPYM Ste STR SPDR PT S&P 500 ETF 4.60% 1,704,384 $123.9M Reduce -0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.16% 307,165 $85.1M Add +5905.2%
VNQ Vanguard Real Estate ETF 2.83% 856,608 $76.3M Add +1.4%
QQQ Invesco QQQ Trust Series 1 2.73% 133,381 $73.6M Reduce -1.7%
VGIT Vanguard Intermediate-Term T 2.47% 1,110,253 $66.4M Add +3.2%
AGG iShares Core U.S. Aggregate 2.38% 647,256 $64.2M Add +2.4%
IVV iShares Core S&P 500 ETF 1.92% 83,408 $51.8M Reduce -16.8%
ICSH iShares Ultra Short Duration 1.87% 995,869 $50.5M Add +157.2%
BOND PIMCO Active Bond Exchange-T 1.82% 531,018 $48.9M Add +4.4%
NVDA Nvidia Corp. 1.42% 242,148 $38.3M Add +1.4%
MSFT Microsoft Corp. 1.25% 67,789 $33.7M Add +1.9%
AAPL Apple Inc. 1.12% 146,724 $30.1M Add +1.1%
AMZN Amazon.com Inc. 1.04% 127,244 $27.9M Add +1.4%
META Meta Platforms Inc. Class A 0.95% 34,616 $25.5M Add +0.1%
JPM JPMorgan Chase & Co. 0.91% 84,667 $24.5M Add +0.7%
ESGU iShares ESG Aware MSCI USA 0.85% 169,381 $22.9M Reduce -1.3%
GOOGL Alphabet Inc. Class A 0.76% 116,913 $20.6M Add +3.2%
VEA Vanguard Ftse Developed ETF 0.70% 331,651 $18.9M Add +2.4%
V Visa Inc. Class A 0.68% 51,766 $18.4M Add +1.6%
VEEV Veeva Systems Inc. Class A 0.57% 52,869 $15.2M No change
DOCS Doximity Inc. Class A 0.55% 240,301 $14.7M No change
BRK.A Berkshire Hathaway Inc. Class A 0.51% 19 $13.8M No change
IYR iShares US Real Estate ETF 0.51% 145,928 $13.8M Reduce -0.0%
DASH DoorDash Inc. Class A 0.48% 52,218 $12.9M Add +0.0%
ESML iShares ESG Aware MSCI USA S 0.47% 304,235 $12.6M Reduce -3.2%
PH Parker Hannifin Corp. 0.42% 16,039 $11.2M Add +0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.42% 90,570 $11.2M Add +0.8%
ESGD iShares Trust iShares ESG Aw 0.41% 122,342 $10.9M Add +1.6%
CME Cme Group Inc. 0.40% 39,055 $10.8M Add +1.5%
BSV Vanguard Short-Term Bond ETF 0.40% 136,734 $10.8M New
AVGO Broadcom Inc. 0.38% 37,157 $10.2M Reduce -0.8%
BLK BlackRock Inc. 0.36% 9,362 $9.8M Add +1.5%
ZM Zoom Communications Inc. 0.36% 123,610 $9.6M No change
SYK Stryker Corp. 0.35% 23,888 $9.5M Add +1.8%
ADSK Autodesk Inc. 0.34% 29,931 $9.3M Add +2.1%
CVX Chevron Corp. 0.34% 63,194 $9.0M Add +1.8%
ECL Ecolab Inc. 0.33% 33,204 $8.9M Add +0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.33% 37,467 $8.9M Reduce -14.1%
PANW Palo Alto Networks Inc. 0.33% 43,335 $8.9M Add +2.0%
PG The Procter & Gamble Co. 0.32% 54,346 $8.7M Add +2.9%
JPST JPMorgan Ultra-Short Income 0.32% 170,629 $8.6M Reduce -44.8%
PULS Pgim Ultra Short Bond ETF 0.32% 172,135 $8.6M Reduce -44.8%
HON Honeywell International Inc. 0.31% 36,335 $8.5M Add +2.0%
BKNG Booking Holdings Inc. 0.31% 1,450 $8.4M Add +0.2%
ABT Abbott Laboratories 0.31% 61,125 $8.3M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.31% 66,323 $8.2M Add +2.0%
CRM Salesforce Inc. 0.31% 30,160 $8.2M Add +1.6%
JNJ Johnson & Johnson 0.29% 51,156 $7.8M Add +2.5%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 15,892 $7.7M Add +123.4%
WM Waste Management Inc. 0.28% 33,124 $7.6M Add +1.3%
MUB iShares National Muni Bond E 0.28% 72,213 $7.5M Reduce -20.6%
NEAR iShares SH Dba ETF Usd Inc. 0.27% 141,453 $7.2M New
VTI VG Morningstar TS MKT ETF-US 0.27% 23,688 $7.2M Add +0.4%
ACWX iShares MSCI Acwi Ex US ETF 0.27% 117,293 $7.1M Add +1.8%
LLY Eli Lilly & Co. 0.26% 8,980 $7.0M Add +4.3%
MDY State Street SPDR S&P Midcap 0.26% 12,202 $6.9M Reduce -0.1%
AEP American Electric Power 0.24% 61,951 $6.4M Add +3.0%
TSLA Tesla Inc. 0.24% 20,033 $6.4M Add +2.5%
SNOW Snowflake Inc. 0.24% 28,336 $6.3M Add +0.6%
EEM iShares MSCI Emerging Market 0.23% 130,161 $6.3M Reduce -0.9%
ACN Accenture PLC Class A 0.23% 20,545 $6.1M Add +3.4%
INTU Intuit Inc. 0.23% 7,731 $6.1M Add +1.5%
VCSH Vanguard S/T Corp. Bond ETF 0.22% 76,186 $6.1M New
LNG Cheniere Energy Inc. 0.22% 24,142 $5.9M Add +1.6%
ETN Eaton Corp. PLC 0.22% 16,462 $5.9M Reduce -0.6%
KMB Kimberly-Clark Corp. 0.20% 42,026 $5.4M Add +2.7%
ACWI iShares MSCI Acwi ETF 0.20% 42,046 $5.4M Add +6.2%
DHR Danaher Corp. 0.19% 26,100 $5.2M Add +1.8%
EAGG iShares ESG Aware US Aggrega 0.19% 106,909 $5.1M Reduce -2.5%
CMF iShares California Muni Bond 0.18% 89,315 $5.0M New
PWR Quanta Services Inc. 0.18% 12,638 $4.8M New
SCHO Schwab Short-Term US Treas 0.18% 195,739 $4.8M New
NEM Newmont Corp. 0.17% 80,472 $4.7M Reduce -2.7%
WYNN WYNN Resorts Ltd. 0.17% 48,712 $4.6M Add +0.8%
PLD Prologis Inc. 0.16% 42,241 $4.4M Add +4.6%
IWB iShares Russell 1000 ETF 0.16% 13,038 $4.4M Add +22.3%
ESGE iShares Inc. iShares ESG Awar 0.16% 110,379 $4.3M Reduce -2.1%
DFUS Dimensional US Eq MKT ETF 0.15% 59,578 $4.0M Reduce -0.5%
SCHX Schwab US Large-Cap ETF 0.14% 159,817 $3.9M Reduce -3.7%
GOOG Alphabet Inc. Class C 0.14% 21,528 $3.8M Reduce -6.5%
COST Costco Wholesale Corp. 0.14% 3,715 $3.7M Add +2.0%
TGT Target Corp. 0.13% 36,205 $3.6M Add +1.7%
IWV iShares Russell 3000 ETF 0.13% 9,855 $3.5M Reduce -0.3%
MUNI PIMCO Intermediate Municipal 0.13% 66,393 $3.4M Reduce -45.7%
VRTX Vertex Pharmaceuticals Inc. 0.12% 7,320 $3.3M Add +5.7%
QQMG Invesco ESG Nasdaq 100 0.12% 82,450 $3.1M Add +3.0%
SCHF Schwab Intl Equity ETF 0.11% 131,495 $2.9M Add +8.6%
ETR Entergy Corp. 0.10% 33,450 $2.8M Add +5.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 9,284 $2.6M Add +37.5%
IWO iShares Russell 2000 Growth 0.10% 8,984 $2.6M Reduce -0.0%
HD Home Depot Inc. 0.09% 6,642 $2.4M Reduce -0.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 7,938 $2.3M No change
ITOT iShares Core S&P Total U.S. 0.08% 16,672 $2.3M No change
PGR Progressive Corp. 0.08% 7,955 $2.1M Add +0.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 6,691 $1.9M Add +4.0%
NFLX Netflix Inc. 0.06% 1,286 $1.7M Reduce -1.5%
XOM Exxon Mobil Corp. 0.06% 15,544 $1.7M Reduce -0.5%
XLV SS Health Care Select Sector 0.06% 12,315 $1.7M Reduce -10.2%
VIG Vanguard Dividend Apprec ETF 0.06% 8,071 $1.7M Reduce -10.7%
JMUB JPMorgan Municipal ETF 0.06% 32,623 $1.6M New
VEU Vanguard Ftse All-World Ex-U 0.06% 24,058 $1.6M No change
XLK SS Technology Select Sector 0.06% 6,209 $1.6M Reduce -2.9%
IUSG iShares Core S&P U.S. Growth 0.06% 10,409 $1.6M No change
MA Mastercard Inc. Class A 0.06% 2,697 $1.5M Add +2.0%
LRCX Lam Research Corp. 0.06% 15,260 $1.5M New
ABBV Abbvie Inc. 0.05% 7,100 $1.3M Reduce -3.2%
LDUR PIMCO Enhanced Low Duration 0.05% 12,966 $1.2M New
UBER Uber Technologies Inc. 0.05% 13,164 $1.2M Reduce -0.5%
OEF iShares S&P 100 ETF 0.04% 3,706 $1.1M Reduce -1.0%
AMAT Applied Materials Inc. 0.04% 6,113 $1.1M Add +0.2%
IWF iShares Russell 1000 Growth 0.04% 2,630 $1.1M Reduce -8.6%
VGSH Vanguard Short-Term Treasury 0.04% 18,818 $1.1M Add +30.4%
PLTR Palantir Technologies Inc. Class A 0.04% 7,843 $1.1M Reduce -9.8%
IEMG iShares Core MSCI Emerging 0.04% 17,323 $1.0M Reduce -1.9%
ORCL Oracle Corp. 0.04% 4,704 $1.0M Add +4.9%
DFAC Dimensional US Core Equity 2 0.04% 26,985 $967K No change
SCHD Schwab US DVD Equity ETF 0.03% 33,073 $876K Add +16.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 2,840 $837K Reduce -3.0%
GLD SPDR Gold Shares 0.03% 2,738 $835K Reduce -4.5%
IUSV iShares Core S&P U.S. Value 0.03% 8,767 $830K No change
VTEC Vanguard Ca Tax-Ex Bond 0.03% 8,451 $825K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.03% 58,794 $807K Reduce -5.3%
CSCO Cisco Systems Inc. 0.03% 11,358 $788K Add +0.0%
LOW Lowe's Cos Inc. 0.03% 3,526 $782K Add +0.1%
AFL Aflac Inc. 0.03% 7,353 $775K Add +0.3%
SCHC Schwab Intl Small-Cap Equity 0.03% 18,062 $769K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 23,792 $717K No change
ADP Automatic Data Processing 0.03% 2,275 $702K Reduce -0.6%
UNH Unitedhealth Group Inc. 0.03% 2,163 $675K Reduce -9.6%
AXP American Express Co. 0.02% 2,072 $661K Reduce -0.5%
FNDX Schwab Fndmntl US LRG Co. ETF 0.02% 25,367 $623K No change
MCD McDonald's Corp. 0.02% 2,037 $595K Reduce -20.5%
BILL Bill Holdings Inc. 0.02% 12,608 $583K No change
IEFA iShares Core MSCI Eafe ETF 0.02% 6,872 $574K Reduce -17.2%
IWD iShares Russell 1000 Value E 0.02% 2,816 $547K Add +2.7%
COUR Coursera Inc. 0.02% 61,988 $543K No change
KO The Coca-Cola Co. 0.02% 7,548 $534K Reduce -17.1%
SCHW Schwab (charles) Corp. 0.02% 5,748 $524K No change
CGMU Cap Group Municipal Income 0.02% 19,141 $511K New
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.02% 4,569 $505K No change
UNP Union Pacific Corp. 0.02% 2,192 $504K Reduce -10.8%
GE General Electric filed as GE AEROSPACE 0.02% 1,817 $468K Reduce -1.4%
DFAT Dimensional US Target Value 0.02% 8,652 $467K No change
SPSM SS SPDR P S&P 600 Small Cap 0.02% 10,925 $465K No change
RTX RTX Corp. 0.02% 3,166 $462K Reduce -11.8%
PEP Pepsico Inc. 0.02% 3,429 $453K Add +5.5%
NUDM Nuveen ESG Intl Devel MRK Eq 0.02% 11,970 $425K No change
IAU iShares Gold Trust 0.02% 6,669 $416K Add +1.2%
SCZ iShares MSCI Eafe Small-Cap 0.02% 5,623 $409K No change
MMM 3M Co. 0.02% 2,684 $409K Reduce -12.1%
WFC Wells Fargo & Co. 0.01% 4,997 $400K Add +0.2%
GOVT iShares US Treasury Bond ETF 0.01% 16,855 $387K Reduce -20.5%
SUSA iShares ESG Optimized MSCI U 0.01% 3,038 $385K No change
LIN Linde PLC 0.01% 792 $372K Add +2.3%
PM Philip Morris International 0.01% 1,957 $356K Add +9.9%
SPGI S&P Global Inc. 0.01% 632 $333K Add +3.1%
IJS iShares S&P Small-Cap 600 Va 0.01% 3,314 $330K Reduce -20.8%
BUFR FT Vest Lad Buffervetf-Usd I 0.01% 10,061 $320K Reduce -87.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.01% 6,461 $317K Reduce -84.7%
KKR KKR & Co. Inc. 0.01% 2,381 $317K No change
CART Maplebear Inc. 0.01% 6,965 $315K No change
RSP Invesco S&P 500 Equal Weight 0.01% 1,726 $314K Reduce -99.6%
IJR iShares Core S&P Small-Cap E 0.01% 2,807 $307K Reduce -6.3%
MLM Martin Marietta Materials 0.01% 553 $304K Add +0.2%
GILD Gilead Sciences Inc. 0.01% 2,731 $303K New
CAT Caterpillar Inc. 0.01% 779 $302K Add +0.9%
EMB iShares JP Morgan Usd Emergi 0.01% 3,097 $287K Add +24.4%
HTGC Hercules Capital Inc. 0.01% 15,503 $283K Add +17.9%
APO Apollo Global Management Inc. 0.01% 1,985 $282K No change
TXN Texas Instruments Inc. 0.01% 1,336 $277K Reduce -1.1%
TSM Taiwan Semiconductor-SP ADR 0.01% 1,215 $275K Reduce -2.5%
FICO Fair Isaac Corp. 0.01% 150 $274K No change
FEX First Trust Large Cap Core A 0.01% 2,450 $269K Reduce -2.2%
J Jacobs Solutions Inc. 0.01% 2,044 $269K Add +0.1%
VGT Vanguard Info Tech ETF 0.01% 401 $266K No change
SBUX Starbucks Corp. 0.01% 2,874 $263K Add +29.3%
QQQM Invesco Nasdaq 100 ETF 0.01% 1,157 $263K Add +4.3%
NYT New York Times Co. Class A 0.01% 4,417 $247K No change
GS Goldman Sachs Group Inc. 0.01% 349 $247K New
DUK Duke Energy Corp. 0.01% 2,074 $245K Add +24.5%
MRK Merck & Co. Inc. 0.01% 2,910 $230K Reduce -37.6%
NVO Novo-Nordisk A/S-Spons ADR 0.01% 3,287 $227K New
FAST Fastenal Co. 0.01% 5,316 $223K Add +0.9%
BND Vanguard Total Bond Market 0.01% 2,985 $220K Reduce -63.7%
NEE Nextera Energy Inc. 0.01% 3,127 $217K Add +5.7%
FNDA Schwab Fndmntl US SM Co. ETF 0.01% 7,559 $217K No change
GEV GE Vernova Inc. 0.01% 409 $216K New
VXUS Vanguard Total Intl Stock 0.01% 2,964 $205K Reduce -73.5%
IAT iShares US Regional Banks Et 0.01% 4,090 $203K New
MCO Moody's Corp. 0.01% 403 $202K New
AMGN Amgen Inc. 0.01% 720 $201K Add +3.0%
O Realty Income Corp. 0.01% 3,482 $201K No change
CDE Coeur Mining Inc. 0.01% 19,000 $168K No change
BGC BGC Group Inc. Class A 0.00% 11,567 $118K New
EXFY Expensify Inc. Class A 0.00% 20,314 $53K Reduce -15.7%
CDLX Cardlytics Inc. 0.00% 21,456 $35K New

Portfolio Sells Q1 2025 → Q2 2025
RSP Invesco S&P 500 Equal Weight Reduce -99.6% 0.01% −3.01
IWM iShares Russell 2000 ETF Reduce -5.4% 4.88% −0.41
IVV iShares Core S&P 500 ETF Reduce -16.8% 1.92% −0.40
JPST JPMorgan Ultra-Short Income Reduce -44.8% 0.32% −0.32
PULS Pgim Ultra Short Bond ETF Reduce -44.8% 0.32% −0.32
VWO Vanguard Ftse Emerging Marke Reduce -2.3% 5.84% −0.23
EFA iShares MSCI Eafe ETF Reduce -0.6% 9.33% −0.19
ADBE Adobe Inc. Sold out 0.00% −0.18
MUNI PIMCO Intermediate Municipal Reduce -45.7% 0.13% −0.13
ZTS Zoetis Inc. Sold out 0.00% −0.13
MUB iShares National Muni Bond E Reduce -20.6% 0.28% −0.11
BUFR FT Vest Lad Buffervetf-Usd I Reduce -87.0% 0.01% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 8.36% −0.08
VTEB Vanguard Tax-Exempt Bond ETF Reduce -84.7% 0.01% −0.07
VB Vanguard Most SM-Cap ETF-Usd Reduce -14.1% 0.33% −0.07
IYR iShares US Real Estate ETF Reduce -0.0% 0.51% −0.06
FIXD First Trust Smith Opportunis Sold out 0.00% −0.05
FTSL First Trust Senior Loan ETF Sold out 0.00% −0.03
COMT iShares Gsci Commodity Dynam Sold out 0.00% −0.03
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.3% 4.60% −0.03
ESML iShares ESG Aware MSCI USA S Reduce -3.2% 0.47% −0.03
ABT Abbott Laboratories Reduce -0.8% 0.31% −0.03
UNH Unitedhealth Group Inc. Reduce -9.6% 0.03% −0.03
EAGG iShares ESG Aware US Aggrega Reduce -2.5% 0.19% −0.03
VXUS Vanguard Total Intl Stock Reduce -73.5% 0.01% −0.02
XLV SS Health Care Select Sector Reduce -10.2% 0.06% −0.02
BND Vanguard Total Bond Market Reduce -63.7% 0.01% −0.02
ABBV Abbvie Inc. Reduce -3.2% 0.05% −0.01
XOM Exxon Mobil Corp. Reduce -0.5% 0.06% −0.01
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.01
FTSM First Trust Enh Short Mat FD Sold out 0.00% −0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% −0.01
MDY State Street SPDR S&P Midcap Reduce -0.1% 0.26% −0.01
MCD McDonald's Corp. Reduce -20.5% 0.02% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -10.7% 0.06% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -1.3% 0.85% −0.01
HD Home Depot Inc. Reduce -0.7% 0.09% −0.01
DVY iShares Select Dividend ETF Sold out 0.00% −0.01
FPE FT-Preferred Secur & Inc. ETF Sold out 0.00% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −0.01
MRK Merck & Co. Inc. Reduce -37.6% 0.01% −0.01
KO The Coca-Cola Co. Reduce -17.1% 0.02% −0.01
GOOG Alphabet Inc. Class C Reduce -6.5% 0.14% −0.01
SCHX Schwab US Large-Cap ETF Reduce -3.7% 0.14% −0.01
GOVT iShares US Treasury Bond ETF Reduce -20.5% 0.01% −0.01
UNP Union Pacific Corp. Reduce -10.8% 0.02% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -20.8% 0.01% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -17.2% 0.02% −0.00
EEM iShares MSCI Emerging Market Reduce -0.9% 0.23% −0.00
MMM 3M Co. Reduce -12.1% 0.02% −0.00

Portfolio Buys Q1 2025 → Q2 2025
VBK Van Morst SML-Cap Gro-Usd Inc. Add +5905.2% 3.16% +3.10
ICSH iShares Ultra Short Duration Add +157.2% 1.87% +1.07
VOO Vanguard S&P 500 ETF Add +5.8% 11.20% +0.57
BSV Vanguard Short-Term Bond ETF New 0.40% +0.40
NVDA Nvidia Corp. Add +1.4% 1.42% +0.35
NEAR iShares SH Dba ETF Usd Inc. New 0.27% +0.27
VCSH Vanguard S/T Corp. Bond ETF New 0.22% +0.22
MSFT Microsoft Corp. Add +1.9% 1.25% +0.22
CMF iShares California Muni Bond New 0.18% +0.18
PWR Quanta Services Inc. New 0.18% +0.18
SCHO Schwab Short-Term US Treas New 0.18% +0.18
BRK.B Berkshire Hathaway Inc. Class B Add +123.4% 0.29% +0.13
META Meta Platforms Inc. Class A Add +0.1% 0.95% +0.13
DASH DoorDash Inc. Class A Add +0.0% 0.48% +0.08
SNOW Snowflake Inc. Add +0.6% 0.24% +0.07
JPM JPMorgan Chase & Co. Add +0.7% 0.91% +0.06
JMUB JPMorgan Municipal ETF New 0.06% +0.06
LRCX Lam Research Corp. New 0.06% +0.06
AMZN Amazon.com Inc. Add +1.4% 1.04% +0.05
LDUR PIMCO Enhanced Low Duration New 0.05% +0.05
GOOGL Alphabet Inc. Class A Add +3.2% 0.76% +0.04
DIS The Walt Disney Co. Add +2.0% 0.31% +0.04
BKNG Booking Holdings Inc. Add +0.2% 0.31% +0.04
INTU Intuit Inc. Add +1.5% 0.23% +0.03
PANW Palo Alto Networks Inc. Add +2.0% 0.33% +0.03
VTEC Vanguard Ca Tax-Ex Bond New 0.03% +0.03
IWB iShares Russell 1000 ETF Add +22.3% 0.16% +0.03
ADSK Autodesk Inc. Add +2.1% 0.34% +0.03
TSLA Tesla Inc. Add +2.5% 0.24% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +37.5% 0.10% +0.02
VEA Vanguard Ftse Developed ETF Add +2.4% 0.70% +0.02
CGMU Cap Group Municipal Income New 0.02% +0.02
PH Parker Hannifin Corp. Add +0.4% 0.42% +0.02
ORCL Oracle Corp. Add +4.9% 0.04% +0.01
GILD Gilead Sciences Inc. New 0.01% +0.01
QQMG Invesco ESG Nasdaq 100 Add +3.0% 0.12% +0.01
ACWI iShares MSCI Acwi ETF Add +6.2% 0.20% +0.01
GS Goldman Sachs Group Inc. New 0.01% +0.01
SCHF Schwab Intl Equity ETF Add +8.6% 0.11% +0.01
NVO Novo-Nordisk A/S-Spons ADR New 0.01% +0.01
GEV GE Vernova Inc. New 0.01% +0.01
IAT iShares US Regional Banks Et New 0.01% +0.01
MCO Moody's Corp. New 0.01% +0.01
VGSH Vanguard Short-Term Treasury Add +30.4% 0.04% +0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +4.0% 0.07% +0.01
AMAT Applied Materials Inc. Add +0.2% 0.04% +0.01
BLK BlackRock Inc. Add +1.5% 0.36% +0.01
BGC BGC Group Inc. Class A New 0.00% +0.00
HON Honeywell International Inc. Add +2.0% 0.31% +0.00
WYNN WYNN Resorts Ltd. Add +0.8% 0.17% +0.00

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