Sand Hill Global Advisors as of Dec. 31, 2021
Portfolio Holdings for Sand Hill Global Advisors
Sand Hill Global Advisors holds 158 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 19.1 | $341M | 717k | 474.96 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.4 | $168M | 385k | 436.57 | |
| Ishares Tr Msci Eafe Etf (EFA) | 8.5 | $151M | 1.9M | 78.68 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.6 | $117M | 2.4M | 49.46 | |
| Ishares Tr Russell 2000 Etf (IWM) | 6.5 | $115M | 517k | 222.45 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $94M | 331k | 283.08 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 3.7 | $67M | 875k | 76.34 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.7 | $47M | 408k | 116.01 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $40M | 83k | 476.98 | |
| Apple (AAPL) | 1.9 | $33M | 188k | 177.57 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $29M | 336k | 87.62 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $23M | 200k | 114.08 | |
| Amazon (AMZN) | 1.2 | $21M | 6.2k | 3334.40 | |
| Microsoft Corporation (MSFT) | 1.2 | $21M | 61k | 336.31 | |
| Ishares Tr Blackrock Ultra (ICSH) | 1.1 | $20M | 392k | 50.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $20M | 6.8k | 2897.07 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $17M | 153k | 109.06 | |
| Visa Com Cl A (V) | 0.8 | $15M | 67k | 216.70 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $14M | 87k | 158.35 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.8 | $14M | 273k | 49.95 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.7 | $13M | 256k | 50.48 | |
| Waste Management (WM) | 0.7 | $13M | 76k | 166.90 | |
| NVIDIA Corporation (NVDA) | 0.7 | $12M | 41k | 294.11 | |
| Booking Holdings (BKNG) | 0.6 | $11M | 4.7k | 2399.24 | |
| Cme (CME) | 0.6 | $11M | 47k | 228.45 | |
| Danaher Corporation (DHR) | 0.6 | $10M | 32k | 329.01 | |
| salesforce (CRM) | 0.6 | $9.9M | 39k | 254.13 | |
| Sherwin-Williams Company (SHW) | 0.5 | $9.2M | 26k | 352.17 | |
| Abbott Laboratories (ABT) | 0.5 | $9.2M | 65k | 140.74 | |
| Johnson & Johnson (JNJ) | 0.5 | $9.2M | 54k | 171.07 | |
| Meta Platforms Cl A (META) | 0.5 | $9.2M | 27k | 336.35 | |
| Ecolab (ECL) | 0.5 | $8.9M | 38k | 234.60 | |
| Procter & Gamble Company (PG) | 0.5 | $8.8M | 54k | 163.58 | |
| United Parcel Service CL B (UPS) | 0.5 | $8.8M | 41k | 214.34 | |
| BlackRock (BLK) | 0.5 | $8.3M | 9.1k | 915.60 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $8.1M | 25k | 318.11 | |
| Walt Disney Company (DIS) | 0.5 | $8.0M | 52k | 154.89 | |
| CVS Caremark Corporation (CVS) | 0.4 | $8.0M | 77k | 103.16 | |
| TJX Companies (TJX) | 0.4 | $7.9M | 104k | 75.92 | |
| Chubb (CB) | 0.4 | $7.8M | 41k | 193.30 | |
| Chevron Corporation (CVX) | 0.4 | $7.5M | 64k | 117.35 | |
| Stryker Corporation (SYK) | 0.4 | $7.5M | 28k | 267.43 | |
| Boeing Company (BA) | 0.4 | $7.4M | 37k | 201.33 | |
| Intel Corporation (INTC) | 0.4 | $7.4M | 144k | 51.50 | |
| Honeywell International (HON) | 0.4 | $7.4M | 35k | 208.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $7.0M | 28k | 254.77 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $7.0M | 106k | 66.31 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $6.9M | 31k | 226.02 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $6.8M | 63k | 107.90 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.8M | 11k | 517.67 | |
| Hershey Company (HSY) | 0.3 | $5.6M | 29k | 193.47 | |
| Keysight Technologies (KEYS) | 0.3 | $5.6M | 27k | 206.52 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.5M | 23k | 241.44 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.4M | 68k | 79.46 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $5.2M | 52k | 100.56 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $5.2M | 129k | 40.32 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $5.1M | 91k | 55.60 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $4.8M | 228k | 21.17 | |
| Paypal Holdings (PYPL) | 0.3 | $4.7M | 25k | 188.59 | |
| American Tower Reit (AMT) | 0.3 | $4.5M | 15k | 292.49 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $4.0M | 14k | 277.47 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $4.0M | 78k | 51.06 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $3.9M | 76k | 51.70 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $3.8M | 15k | 252.37 | |
| General Electric Com New (GE) | 0.2 | $3.8M | 40k | 94.48 | |
| Constellation Brands Cl A (STZ) | 0.2 | $3.6M | 14k | 250.99 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.4M | 30k | 113.81 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $3.1M | 79k | 39.75 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.1M | 7.4k | 414.56 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.8M | 58k | 48.86 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.8M | 8.8k | 320.93 | |
| Merck & Co (MRK) | 0.2 | $2.8M | 37k | 76.63 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.7M | 10k | 264.42 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $2.7M | 69k | 38.88 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $2.5M | 64k | 38.86 | |
| Home Depot (HD) | 0.1 | $2.3M | 5.6k | 415.02 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | 4.1k | 567.61 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.3M | 22k | 105.76 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.2M | 15k | 140.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.1M | 735.00 | 2893.88 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.0M | 6.9k | 293.07 | |
| Dollar General (DG) | 0.1 | $2.0M | 8.4k | 235.84 | |
| Coupa Software | 0.1 | $1.7M | 11k | 158.06 | |
| Cisco Systems (CSCO) | 0.1 | $1.6M | 25k | 63.38 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.6M | 9.2k | 173.92 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.6M | 9.3k | 170.96 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.6M | 7.1k | 219.07 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.4M | 23k | 61.26 | |
| UnitedHealth (UNH) | 0.1 | $1.3M | 2.6k | 502.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | 7.4k | 171.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.2M | 3.9k | 298.88 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $981k | 8.4k | 116.30 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $915k | 31k | 29.61 | |
| Progressive Corporation (PGR) | 0.1 | $898k | 8.8k | 102.63 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $850k | 21k | 40.94 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $816k | 3.7k | 221.14 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $804k | 2.6k | 305.59 | |
| Abbvie (ABBV) | 0.0 | $786k | 5.8k | 135.35 | |
| Spdr Ser Tr S&p 600 Sml Cap | 0.0 | $763k | 7.7k | 99.40 | |
| Fiserv (FI) | 0.0 | $757k | 7.3k | 103.83 | |
| Intuit (INTU) | 0.0 | $751k | 1.2k | 643.53 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $750k | 12k | 61.20 | |
| Tesla Motors (TSLA) | 0.0 | $748k | 708.00 | 1056.50 | |
| Oracle Corporation (ORCL) | 0.0 | $736k | 8.4k | 87.16 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $604k | 2.1k | 281.72 | |
| Union Pacific Corporation (UNP) | 0.0 | $599k | 2.4k | 252.10 | |
| Shopify Cl A (SHOP) | 0.0 | $579k | 420.00 | 1378.57 | |
| Uber Technologies (UBER) | 0.0 | $554k | 13k | 41.93 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $548k | 19k | 28.97 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $544k | 3.2k | 167.95 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $534k | 6.3k | 84.12 | |
| Powerfleet (PWFL) | 0.0 | $506k | 107k | 4.74 | |
| Arista Networks (ANET) | 0.0 | $489k | 3.4k | 143.82 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $478k | 10k | 47.48 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $445k | 18k | 25.44 | |
| Five9 (FIVN) | 0.0 | $443k | 3.2k | 137.41 | |
| AFLAC Incorporated (AFL) | 0.0 | $439k | 7.5k | 58.39 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $434k | 766.00 | 566.58 | |
| Pfizer (PFE) | 0.0 | $432k | 7.3k | 59.11 | |
| Snap Cl A (SNAP) | 0.0 | $397k | 8.4k | 47.08 | |
| Wells Fargo & Company (WFC) | 0.0 | $392k | 8.2k | 48.01 | |
| McDonald's Corporation (MCD) | 0.0 | $357k | 1.3k | 268.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $356k | 896.00 | 397.32 | |
| Lowe's Companies (LOW) | 0.0 | $351k | 1.4k | 258.47 | |
| Etsy (ETSY) | 0.0 | $339k | 1.6k | 218.71 | |
| Pepsi (PEP) | 0.0 | $332k | 1.9k | 173.73 | |
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $332k | 3.6k | 92.25 | |
| International Business Machines (IBM) | 0.0 | $327k | 2.4k | 133.80 | |
| Moody's Corporation (MCO) | 0.0 | $314k | 803.00 | 391.03 | |
| Block Cl A (SQ) | 0.0 | $306k | 1.9k | 161.56 | |
| Okta Cl A (OKTA) | 0.0 | $303k | 1.4k | 224.44 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $287k | 2.7k | 106.26 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $286k | 5.2k | 55.45 | |
| Jacobs Engineering | 0.0 | $284k | 2.0k | 139.08 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $281k | 4.7k | 59.77 | |
| SYSCO Corporation (SYY) | 0.0 | $277k | 3.5k | 78.56 | |
| Hologic (HOLX) | 0.0 | $269k | 3.5k | 76.66 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $258k | 3.0k | 85.94 | |
| Bristol Myers Squibb (BMY) | 0.0 | $257k | 4.1k | 62.26 | |
| S&p Global (SPGI) | 0.0 | $255k | 541.00 | 471.35 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $249k | 1.1k | 225.95 | |
| Realty Income (O) | 0.0 | $249k | 3.5k | 71.51 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $242k | 4.8k | 50.32 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $238k | 1.4k | 165.74 | |
| New York Times Cl A (NYT) | 0.0 | $235k | 4.9k | 48.30 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $235k | 4.4k | 53.91 | |
| SVB Financial (SIVBQ) | 0.0 | $233k | 344.00 | 677.33 | |
| Nike CL B (NKE) | 0.0 | $232k | 1.4k | 166.67 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $231k | 2.8k | 83.67 | |
| Philip Morris International (PM) | 0.0 | $226k | 2.4k | 94.84 | |
| Altria (MO) | 0.0 | $225k | 4.7k | 47.39 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $221k | 2.1k | 107.28 | |
| Daily Journal Corporation (DJCO) | 0.0 | $219k | 613.00 | 357.26 | |
| Synopsys (SNPS) | 0.0 | $214k | 580.00 | 368.97 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $208k | 579.00 | 359.24 | |
| Verizon Communications (VZ) | 0.0 | $202k | 3.9k | 52.01 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $200k | 1.2k | 162.47 | |
| Atreca Cl A Com (BCEL) | 0.0 | $38k | 13k | 3.04 |
