Sand Hill Advisors

Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 197 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $305M -2% 486k 627.13
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Ishares Tr Msci Eafe Etf (EFA) 9.7 $278M 2.9M 96.03
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.0 $229M -3% 335k 681.92
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $169M 3.1M 53.76
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Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $151M 2.3M 66.00
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Vanguard Index Fds Real Estate Etf (VNQ) 5.1 $147M +2% 1.7M 88.49
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Ishares Tr Russell 2000 Etf (IWM) 4.8 $139M -3% 563k 246.16
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Spdr Series Trust State Street Spd (SPYM) 4.5 $129M -3% 1.6M 80.22
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $93M 306k 302.11
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $74M -8% 120k 614.31
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $72M +6% 1.2M 59.93
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Ishares Tr Core Us Aggbd Et (AGG) 2.5 $71M +5% 706k 99.88
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Pimco Etf Tr Active Bd Etf (BOND) 2.0 $58M +17% 625k 93.08
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $52M 76k 684.94
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Apple (AAPL) 1.4 $39M 144k 271.86
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NVIDIA Corporation (NVDA) 1.3 $38M -13% 205k 186.50
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $35M -2% 110k 313.00
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Microsoft Corporation (MSFT) 1.1 $32M 66k 483.62
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Amazon (AMZN) 1.0 $29M 125k 230.82
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JPMorgan Chase & Co. (JPM) 0.9 $25M -2% 77k 322.22
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $23M -3% 155k 148.98
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Meta Platforms Cl A (META) 0.8 $22M 34k 660.10
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Ishares Tr Esg Aware Msci (ESML) 0.8 $22M +57% 475k 45.98
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $20M 327k 62.47
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Ishares Tr U.s. Real Es Etf (IYR) 0.6 $17M +16% 184k 93.89
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Visa Com Cl A (V) 0.6 $17M 49k 350.71
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Ishares Tr Ultra Short Dur (ICSH) 0.6 $17M +5% 333k 50.58
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $15M +4% 296k 50.59
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $15M +4% 299k 49.59
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $14M -5% 18.00 754800.00
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Parker-Hannifin Corporation (PH) 0.5 $14M 15k 878.96
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TJX Companies (TJX) 0.5 $13M 85k 153.61
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Broadcom (AVGO) 0.4 $13M 36k 346.10
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $12M +2% 129k 95.09
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Veeva Sys Cl A Com (VEEV) 0.4 $12M 53k 223.23
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M +2% 140k 78.81
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Doximity Cl A (DOCS) 0.4 $11M 240k 44.28
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Cme (CME) 0.4 $10M -2% 37k 273.08
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Johnson & Johnson (JNJ) 0.4 $10M 49k 206.95
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Zoom Communications Cl A (ZM) 0.4 $10M -9% 118k 86.29
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Doordash Cl A (DASH) 0.4 $10M 44k 226.48
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Blackrock (BLK) 0.3 $9.6M 9.0k 1070.38
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Chevron Corporation (CVX) 0.3 $9.6M 63k 152.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $9.6M +53% 19k 502.66
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $9.3M 36k 257.95
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Eli Lilly & Co. (LLY) 0.3 $9.0M -3% 8.4k 1074.66
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $8.9M +69% 185k 47.85
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Autodesk (ADSK) 0.3 $8.7M 29k 296.01
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Ecolab (ECL) 0.3 $8.4M 32k 262.52
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $8.2M +4% 122k 67.13
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Tesla Motors (TSLA) 0.3 $8.1M -2% 18k 449.71
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Stryker Corporation (SYK) 0.3 $8.0M 23k 351.48
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salesforce (CRM) 0.3 $7.8M 30k 264.91
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Palo Alto Networks (PANW) 0.3 $7.7M 42k 184.20
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Intuit (INTU) 0.3 $7.7M +53% 12k 662.40
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Procter & Gamble Company (PG) 0.3 $7.6M 53k 143.31
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Booking Holdings (BKNG) 0.3 $7.3M -3% 1.4k 5355.53
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Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $7.2M 141k 51.10
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Abbott Laboratories (ABT) 0.3 $7.2M -2% 58k 125.29
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $7.2M 12k 603.30
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Walt Disney Company (DIS) 0.2 $7.1M -2% 63k 113.77
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Waste Management (WM) 0.2 $7.1M 32k 219.71
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American Electric Power Company (AEP) 0.2 $7.0M 61k 115.31
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.9M 21k 335.27
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Honeywell International (HON) 0.2 $6.6M -2% 34k 195.09
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $6.6M -5% 121k 54.71
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Snowflake Com Shs (SNOW) 0.2 $6.2M 28k 219.36
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.1M 76k 79.73
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Wynn Resorts (WYNN) 0.2 $6.1M 50k 120.33
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $5.9M 42k 141.49
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Alphabet Cap Stk Cl C (GOOG) 0.2 $5.3M 17k 313.80
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Prologis (PLD) 0.2 $5.3M 42k 127.66
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Eaton Corp SHS (ETN) 0.2 $5.2M 16k 318.51
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Quanta Services (PWR) 0.2 $5.2M 12k 422.06
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Newmont Mining Corporation (NEM) 0.2 $5.1M -2% 51k 99.85
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Ishares Tr National Mun Etf (MUB) 0.2 $5.0M 47k 107.11
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $4.9M 202k 24.37
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Ishares Esg Awr Msci Em (ESGE) 0.2 $4.8M 108k 44.17
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.7M -2% 13k 373.45
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $4.6M +6% 170k 26.91
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Verisk Analytics (VRSK) 0.2 $4.6M NEW 20k 223.69
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Cheniere Energy Com New (LNG) 0.2 $4.5M -2% 23k 194.39
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $4.3M -2% 75k 57.46
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $4.3M 58k 74.17
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $4.1M +6% 398k 10.40
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $4.1M -21% 15k 268.31
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Entergy Corporation (ETR) 0.1 $4.1M 44k 92.43
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.8M 9.7k 386.87
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $3.5M 66k 52.41
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Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $3.0M -13% 72k 42.38
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $3.0M -3% 126k 24.04
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Costco Wholesale Corporation (COST) 0.1 $3.0M -5% 3.5k 862.39
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.9M 9.0k 323.01
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Target Corporation (TGT) 0.1 $2.9M -13% 29k 97.75
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.5M 8.5k 290.22
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.4M -2% 7.7k 314.80
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.3M -23% 5.2k 453.36
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Home Depot (HD) 0.1 $2.2M -3% 6.4k 344.07
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $1.9M 12k 154.80
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Exxon Mobil Corporation (XOM) 0.1 $1.9M +2% 16k 120.34
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Progressive Corporation (PGR) 0.1 $1.8M 8.0k 227.72
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Applied Materials (AMAT) 0.1 $1.7M +9% 6.7k 256.99
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M -4% 7.7k 219.77
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.7M +92% 12k 143.97
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.7M 23k 73.56
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Abbvie (ABBV) 0.1 $1.6M +9% 7.2k 228.48
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.4M +8% 14k 95.94
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $1.3M +9% 25k 50.50
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 2.6k 473.30
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Ishares Tr S&p 100 Etf (OEF) 0.0 $1.2M -5% 3.5k 342.98
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Palantir Technologies Cl A (PLTR) 0.0 $1.1M 6.1k 177.75
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.1M +2% 18k 58.73
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $1.0M -3% 26k 39.59
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Figma Class A Com Stk (FIG) 0.0 $1.0M NEW 27k 37.37
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.0M -5% 2.5k 396.31
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $990k +43% 36k 27.21
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Cisco Systems (CSCO) 0.0 $988k +12% 13k 77.03
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $978k 58k 16.74
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $969k 9.7k 100.26
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Ea Series Trust Jlens 500 Jewish (TOV) 0.0 $915k 32k 28.68
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $913k 20k 45.53
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AFLAC Incorporated (AFL) 0.0 $820k 7.4k 110.27
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International Business Machines (IBM) 0.0 $809k +8% 2.7k 296.21
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Lowe's Companies (LOW) 0.0 $801k 3.3k 241.16
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Mastercard Incorporated Cl A (MA) 0.0 $799k +5% 1.4k 571.02
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $791k 24k 32.75
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Coupang Cl A (CPNG) 0.0 $781k NEW 33k 23.59
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Oracle Corporation (ORCL) 0.0 $711k +28% 3.6k 194.89
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Bill Com Holdings Ord (BILL) 0.0 $692k 13k 54.54
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Pacs Group Com Shs (PACS) 0.0 $642k NEW 17k 38.39
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Bank Of Montreal Cadcom (BMO) 0.0 $608k +2% 4.7k 129.79
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McDonald's Corporation (MCD) 0.0 $604k 2.0k 305.63
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $600k -2% 6.7k 89.46
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Intuitive Surgical Com New (ISRG) 0.0 $599k +2% 1.1k 566.36
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Automatic Data Processing (ADP) 0.0 $591k 2.3k 257.23
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Raytheon Technologies Corp (RTX) 0.0 $588k 3.2k 183.40
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Charles Schwab Corporation (SCHW) 0.0 $585k 5.9k 99.91
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $556k +4% 20k 27.38
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $548k 7.4k 74.07
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Ishares Gold Tr Ishares New (IAU) 0.0 $541k 6.7k 81.17
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $531k 2.5k 210.34
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Danaher Corporation (DHR) 0.0 $529k 2.3k 228.87
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Union Pacific Corporation (UNP) 0.0 $509k 2.2k 231.32
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Wells Fargo & Company (WFC) 0.0 $490k +5% 5.3k 93.20
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $484k -6% 8.1k 59.54
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Uber Technologies (UBER) 0.0 $484k 5.9k 81.71
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Ge Aerospace Com New (GE) 0.0 $459k +3% 1.5k 308.03
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Caterpillar (CAT) 0.0 $458k +7% 800.00 572.87
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Coca-Cola Company (KO) 0.0 $455k 6.5k 69.91
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Pepsi (PEP) 0.0 $451k -2% 3.1k 143.52
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $436k 5.6k 77.53
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $433k 12k 36.21
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Spdr Series Trust State Street Spd (SPSM) 0.0 $431k -15% 9.2k 46.86
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3M Company (MMM) 0.0 $430k 2.7k 160.10
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Ishares Tr Esg Optimized (SUSA) 0.0 $423k 3.0k 139.36
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Netflix (NFLX) 0.0 $419k +909% 4.5k 93.76
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Vanguard World Inf Tech Etf (VGT) 0.0 $370k +2% 491.00 753.78
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $369k 1.2k 303.89
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American Express Company (AXP) 0.0 $361k 976.00 369.95
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Goldman Sachs (GS) 0.0 $358k +16% 407.00 879.00
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $345k 10k 34.26
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S&p Global (SPGI) 0.0 $339k +5% 649.00 522.59
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Maplebear (CART) 0.0 $313k 7.0k 44.98
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New York Times Cl A (NYT) 0.0 $307k 4.4k 69.42
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Kkr & Co (KKR) 0.0 $304k 2.4k 127.48
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $303k +3% 1.2k 252.92
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Linde SHS (LIN) 0.0 $300k -5% 704.00 426.39
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $298k 13k 23.02
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Philip Morris International (PM) 0.0 $298k +3% 1.9k 160.40
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Thermo Fisher Scientific (TMO) 0.0 $294k +17% 508.00 579.45
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Coursera (COUR) 0.0 $292k -20% 40k 7.36
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Apollo Global Mgmt (APO) 0.0 $287k 2.0k 144.76
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $279k -3% 2.3k 120.18
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $273k -4% 2.8k 96.28
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Jacobs Engineering Group (J) 0.0 $271k 2.0k 132.46
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Amgen (AMGN) 0.0 $270k NEW 825.00 327.20
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Hercules Technology Growth Capital (HTGC) 0.0 $260k -12% 14k 18.82
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $254k -17% 2.2k 113.72
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Airbnb Com Cl A (ABNB) 0.0 $253k NEW 1.9k 135.72
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $252k +5% 8.0k 31.51
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Nextera Energy (NEE) 0.0 $251k 3.1k 80.28
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Merck & Co (MRK) 0.0 $243k NEW 2.3k 105.26
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Ishares Core Msci Emkt (IEMG) 0.0 $242k -5% 3.6k 67.22
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Bank of America Corporation (BAC) 0.0 $242k -57% 4.4k 55.00
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Ge Vernova (GEV) 0.0 $239k -2% 366.00 653.57
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First Tr Exchange-traded A Com Shs (FEX) 0.0 $233k 2.0k 118.62
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $231k 3.1k 75.44
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Starbucks Corporation (SBUX) 0.0 $230k 2.7k 84.21
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Fastenal Company (FAST) 0.0 $226k +6% 5.6k 40.13
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Hldgs (UAL) 0.0 $226k NEW 2.0k 111.82
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Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $226k 4.1k 55.15
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $216k 1.8k 123.26
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Texas Instruments Incorporated (TXN) 0.0 $213k -7% 1.2k 173.49
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Ishares Tr Select Divid Etf (DVY) 0.0 $212k 1.5k 141.14
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Moody's Corporation (MCO) 0.0 $208k NEW 408.00 510.85
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Hologic (HOLX) 0.0 $205k NEW 2.7k 74.49
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Expensify Com Cl A (EXFY) 0.0 $31k 20k 1.51
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Past Filings by Sand Hill Global Advisors

SEC 13F filings are viewable for Sand Hill Global Advisors going back to 2010

View all past filings