Sand Hill Advisors

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

Companies in the Sand Hill Global Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 21.44 713318 -4% 293.00
iShares MSCI EAFE Index Fund (EFA) 9.29 1.38M 65.73
Ishares Tr liquid inc etf 8.68 1.68M +13% 50.39
iShares Russell 2000 Index (IWM) 7.29 456967 155.50
Vanguard European ETF (VGK) 7.07 1.26M -2% 54.90
Vanguard Emerging Markets ETF (VWO) 4.36 999073 42.53
Vanguard S&p 500 Etf idx fd 3.64 131817 -4% 269.15
Vanguard REIT ETF (VNQ) 3.48 388267 87.40
iShares S&P; 100 Index (OEF) 2.14 160918 -3% 129.59
iShares S&P; 500 Index (IVV) 1.73 57203 -15% 294.76
J P Morgan Exchange Traded F ultra shrt 1.40 271053 +77% 50.39
Visa (V) 1.23 69368 173.55
Amazon (AMZN) 1.23 6350 1893.70
Microsoft Corporation (MSFT) 1.09 78977 133.96
Apple (AAPL) 1.03 50624 197.91
Facebook Inc cl a 0.90 45659 193.00
Ishares U S Etf Tr Short Matur sht mat bd etf 0.89 172651 +108% 50.33
JPMorgan Chase & Co. (JPM) 0.79 68857 111.80
Alphabet Inc Class A cs 0.79 7128 1082.77
CME (CME) 0.76 37997 194.12
Walt Disney Company (DIS) 0.76 52819 -2% 139.65
Johnson & Johnson (JNJ) 0.69 48442 139.28
Ecolab (ECL) 0.68 33712 -4% 197.44
AT&T; (T) 0.65 189610 33.51
salesforce (CRM) 0.65 41906 -2% 151.72
Procter & Gamble Company (PG) 0.63 55607 -5% 109.64
Abbott Laboratories (ABT) 0.59 68326 -2% 84.10
Intel Corporation (INTC) 0.59 121158 47.87
Pfizer (PFE) 0.58 130389 -2% 43.32
Chevron Corporation (CVX) 0.58 45250 124.44
Danaher Corporation (DHR) 0.57 39045 -4% 142.91
Chubb 0.56 36993 147.30
Mondelez Int 0.52 94324 -4% 53.90
Sherwin-Williams Company (SHW) 0.50 10632 458.33
Honeywell International (HON) 0.50 27926 -2% 174.60
Exxon Mobil Corporation (XOM) 0.49 62416 76.63
Vanguard Europe Pacific ETF (VEA) 0.48 111056 41.71
V.F. Corporation (VFC) 0.46 51427 87.35
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.46 39810 -13% 113.09
Parker-Hannifin Corporation (PH) 0.45 25811 170.01
BlackRock (BLK) 0.43 8843 469.30
Waste Management (WM) 0.43 36605 115.37
SPDR S&P; MidCap 400 ETF (MDY) 0.42 11667 -30% 354.59
United Parcel Service (UPS) 0.41 39100 103.27
Hershey Company (HSY) 0.41 29490 -5% 134.05
SPDR Barclays Capital Aggregate Bo (LAG) 0.41 138610 29.17
3M Company (MMM) 0.40 22607 -2% 173.35
Weyerhaeuser Company (WY) 0.40 147669 26.34
Nokia Corporation (NOK) 0.37 725457 -3% 5.01
Concho Resources (CXO) 0.37 35412 103.19
Paypal Holdings 0.37 31099 114.47
Charles Schwab Corporation (SCHW) 0.36 88533 40.19
General Electric Company (GE) 0.35 326233 10.50
Gilead Sciences (GILD) 0.33 48256 67.56
SPDR DJ Wilshire Small Cap (SLY) 0.32 46634 67.63
iShares Russell 2000 Growth Index (IWO) 0.31 15021 -5% 200.85
Constellation Brands (STZ) 0.25 12485 196.96
iShares S&P; Europe 350 Index (IEV) 0.22 49504 -2% 44.08
iShares Lehman Aggregate Bond (AGG) 0.21 18739 -27% 111.37
iShares S&P; MidCap 400 Index (IJH) 0.21 10629 -93% 194.28
Vanguard Total Stock Market ETF (VTI) 0.18 11380 -26% 150.09
Health Care SPDR (XLV) 0.17 18394 +8% 92.64
Costco Wholesale Corporation (COST) 0.12 4251 264.17
iShares Russell 1000 Index (IWB) 0.11 6787 +4% 162.81
Cisco Systems (CSCO) 0.09 16755 +34% 54.73
Intuitive Surgical (ISRG) 0.09 1617 524.43
Ishares Tr core msci euro 0.09 18640 -4% 46.62
Daily Journal Corporation (DJCO) 0.08 3213 238.10
Alphabet Inc Class C cs 0.08 689 -3% 1081.28
Boeing Company (BA) 0.07 1794 -3% 363.99
Vanguard Dividend Appreciation ETF (VIG) 0.07 6158 115.13
WisdomTree Dividend ex-Fin Fund (DTN) 0.07 8050 -8% 85.71
International Business Machines (IBM) 0.06 4027 -16% 137.82
Technology SPDR (XLK) 0.06 7113 +10% 78.03
Invesco Qqq Trust Series 1 0.06 3168 -4% 186.87
Union Pacific Corporation (UNP) 0.05 2598 168.98
Wells Fargo & Company (WFC) 0.05 11066 47.35
iShares Russell 1000 Value Index (IWD) 0.05 3775 127.15
Oracle Corporation (ORCL) 0.05 8482 NEW 56.94
Intuit (INTU) 0.05 1725 261.45
iShares Russell 1000 Growth Index (IWF) 0.05 3298 +16% 157.37
Vanguard High Dividend Yield ETF (VYM) 0.05 5021 87.43
Home Depot (HD) 0.04 1675 -22% 207.76
AFLAC Incorporated (AFL) 0.04 8000 54.75
Verizon Communications (VZ) 0.04 6114 +9% 57.08
United Technologies Corporation (UTX) 0.04 2895 -3% 130.22
Vanguard Small-Cap ETF (VB) 0.04 2380 156.72
Berkshire Hathaway (BRK.B) 0.03 1545 -5% 212.94
Coca-Cola Company (KO) 0.03 5600 NEW 50.89
McDonald's Corporation (MCD) 0.03 1450 207.59
Norfolk Southern (NSC) 0.03 1333 199.55
SYSCO Corporation (SYY) 0.03 4000 70.75
Berkshire Hathaway (BRK.A) 0.03 1 318000.00
Merck & Co (MRK) 0.03 3845 NEW 83.75
Pepsi (PEP) 0.03 2573 130.98
iShares Russell 2000 Value Index (IWN) 0.03 2418 120.35
Abbvie 0.03 4330 +44% 72.75
Five9 0.03 5268 51.25
Jacobs Engineering (JEC) 0.02 2400 NEW 84.58
Realty Income (O) 0.02 3482 68.93
Ishares Inc core msci emkt 0.02 4008 -4% 51.40
Okta Inc cl a 0.02 1800 NEW 123.33
Spirit Rlty Cap Inc New Note cb 0.00 18000 NEW 1.00

Past 13F-HR SEC Filings by Sand Hill Global Advisors

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