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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 21.43 743217 +12% 282.48
iShares MSCI EAFE Index Fund (EFA) 9.19 1.39M +4% 64.86
Ishares Tr liquid inc etf 7.58 1.48M +106% 50.30
iShares Russell 2000 Index (IWM) 7.12 455311 +27% 153.09
Vanguard European ETF (VGK) 7.03 1.28M +8% 53.61
Vanguard Emerging Markets ETF (VWO) 4.36 1.01M +3% 42.50
Vanguard S&p 500 Etf idx fd 3.65 137803 +57% 259.54
Vanguard REIT ETF (VNQ) 3.41 384475 86.91
iShares S&P; MidCap 400 Index (IJH) 3.16 163458 +2% 189.40
iShares S&P; 100 Index (OEF) 2.13 166167 +15% 125.28
iShares S&P; 500 Index (IVV) 1.96 67614 284.56
Amazon (AMZN) 1.16 6385 -20% 1780.89
Visa (V) 1.11 69503 -2% 156.19
Apple (AAPL) 0.98 50527 -6% 189.96
Microsoft Corporation (MSFT) 0.94 78481 117.94
Alphabet Inc Class A cs 0.86 7169 1176.87
J P Morgan Exchange Traded F ultra shrt 0.79 153007 +62% 50.30
Facebook Inc cl a 0.78 46058 +7% 166.68
JPMorgan Chase & Co. (JPM) 0.71 68354 101.24
Johnson & Johnson (JNJ) 0.70 49378 -2% 139.80
salesforce (CRM) 0.70 43104 -3% 158.36
Intel Corporation (INTC) 0.67 122751 -2% 53.70
CME (CME) 0.65 38559 -2% 164.58
Ecolab (ECL) 0.64 35386 -2% 176.54
Walt Disney Company (DIS) 0.62 54326 -3% 111.03
Procter & Gamble Company (PG) 0.62 58731 -5% 104.05
AT&T; (T) 0.60 187639 -21% 31.36
SPDR S&P; MidCap 400 ETF (MDY) 0.59 16708 345.40
Pfizer (PFE) 0.58 133904 42.47
Chevron Corporation (CVX) 0.58 45978 +5% 123.19
Abbott Laboratories (ABT) 0.57 69882 -3% 79.93
Danaher Corporation (DHR) 0.55 40675 -2% 132.02
Chubb 0.53 37182 NEW 140.07
Exxon Mobil Corporation (XOM) 0.52 63356 80.80
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.52 45904 -68% 111.19
Mondelez Int 0.50 98334 -5% 49.92
3M Company (MMM) 0.49 23253 207.76
Sherwin-Williams Company (SHW) 0.48 10840 -2% 430.72
Honeywell International (HON) 0.47 28679 -3% 158.93
Vanguard Europe Pacific ETF (VEA) 0.47 112541 -28% 40.87
V.F. Corporation (VFC) 0.46 52247 -3% 86.91
United Parcel Service (UPS) 0.45 39416 111.73
Parker-Hannifin Corporation (PH) 0.45 25672 +7% 171.63
Nokia Corporation (NOK) 0.44 748231 NEW 5.72
Ishares U S Etf Tr Short Matur sht mat bd etf 0.42 82848 -12% 50.24
Weyerhaeuser Company (WY) 0.40 147185 NEW 26.34
Concho Resources (CXO) 0.40 35643 +112% 110.96
SPDR Barclays Capital Aggregate Bo (LAG) 0.40 138610 28.54
Charles Schwab Corporation (SCHW) 0.39 88230 42.76
Waste Management (WM) 0.39 37218 103.90
BlackRock (BLK) 0.38 8736 427.43
Hershey Company (HSY) 0.37 31193 -5% 114.83
General Electric Company (GE) 0.33 326832 9.99
Gilead Sciences (GILD) 0.33 49077 -3% 65.00
Paypal Holdings 0.33 31349 103.83
iShares Russell 2000 Growth Index (IWO) 0.32 15834 196.67
SPDR DJ Wilshire Small Cap (SLY) 0.32 46634 +2% 66.67
iShares Lehman Aggregate Bond (AGG) 0.29 25963 -92% 109.08
Vanguard Total Stock Market ETF (VTI) 0.23 15559 -13% 144.68
iShares S&P; Europe 350 Index (IEV) 0.23 50893 -68% 43.39
Constellation Brands (STZ) 0.22 12522 +21% 175.29
Health Care SPDR (XLV) 0.16 16894 91.75
Costco Wholesale Corporation (COST) 0.11 4309 242.05
iShares Russell 1000 Index (IWB) 0.10 6469 157.37
Intuitive Surgical (ISRG) 0.09 1602 570.54
Ishares Tr core msci euro 0.09 19505 -9% 45.89
Alphabet Inc Class C cs 0.09 715 -15% 1173.43
WisdomTree Dividend ex-Fin Fund (DTN) 0.08 8804 85.53
Cisco Systems (CSCO) 0.07 12433 53.97
Boeing Company (BA) 0.07 1867 381.36
International Business Machines (IBM) 0.07 4828 +5% 141.05
Daily Journal Corporation (DJCO) 0.07 3213 214.13
Vanguard Dividend Appreciation ETF (VIG) 0.07 6158 +23% 109.61
Invesco Qqq Trust Series 1 0.06 3301 -8% 179.64
Wells Fargo & Company (WFC) 0.05 11121 -7% 48.29
iShares Russell 1000 Value Index (IWD) 0.05 3701 -98% 123.48
Intuit (INTU) 0.05 1725 -5% 261.45
Technology SPDR (XLK) 0.05 6413 74.07
Home Depot (HD) 0.04 2162 -4% 191.95
Union Pacific Corporation (UNP) 0.04 2629 167.36
AFLAC Incorporated (AFL) 0.04 8000 50.00
United Technologies Corporation (UTX) 0.04 3011 128.86
iShares Russell 1000 Growth Index (IWF) 0.04 2827 +5% 151.40
Vanguard Small-Cap ETF (VB) 0.04 2380 -2% 152.94
Vanguard High Dividend Yield ETF (VYM) 0.04 5021 +12% 85.64
Berkshire Hathaway (BRK.B) 0.03 1634 -8% 200.73
McDonald's Corporation (MCD) 0.03 1468 190.05
Norfolk Southern (NSC) 0.03 1333 NEW 186.80
Bristol Myers Squibb (BMY) 0.03 5611 NEW 47.76
SYSCO Corporation (SYY) 0.03 4000 66.75
Verizon Communications (VZ) 0.03 5601 +10% 59.10
Berkshire Hathaway (BRK.A) 0.03 1 301000.00
Pepsi (PEP) 0.03 2621 NEW 122.47
Realty Income (O) 0.03 3482 73.52
iShares Russell 2000 Value Index (IWN) 0.03 2418 -6% 119.93
Five9 0.03 5268 52.77
Amgen (AMGN) 0.02 1230 +11% 190.24
GlaxoSmithKline (GSK) 0.02 5811 NEW 41.82
Ishares Inc core msci emkt 0.02 4199 NEW 51.68
Abbvie 0.02 3000 80.67
MBIA (MBI) 0.01 14000 NEW 9.50
Voxx International Corporation 0.01 13000 NEW 4.62
Full House Resorts (FLL) 0.00 15804 NEW 2.02

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

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