Sand Hill Advisors

Sand Hill Global Advisors as of Dec. 31, 2018

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 101 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 17.7 $165M 658k 249.92
iShares MSCI EAFE Index Fund (EFA) 8.4 $78M 1.3M 58.78
Vanguard European ETF (VGK) 6.2 $58M 1.2M 48.62
iShares Russell 2000 Index (IWM) 5.2 $48M 359k 133.90
iShares Russell 1000 Value Index (IWD) 4.3 $40M 362k 111.05
Vanguard Emerging Markets ETF (VWO) 4.0 $37M 970k 38.10
Ishares Tr liquid inc etf (ICSH) 3.8 $36M 713k 50.07
iShares Lehman Aggregate Bond (AGG) 3.8 $35M 329k 106.49
SPDR KBW Regional Banking (KRE) 3.0 $28M 602k 46.79
Vanguard REIT ETF (VNQ) 3.0 $28M 377k 74.57
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 2.9 $27M 820k 32.55
iShares S&P MidCap 400 Index (IJH) 2.8 $26M 159k 166.06
Vanguard S&p 500 Etf idx (VOO) 2.2 $20M 88k 229.81
iShares S&P 500 Index (IVV) 1.8 $17M 68k 251.60
iShares S&P 100 Index (OEF) 1.7 $16M 144k 111.53
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.7 $16M 145k 109.04
Amazon (AMZN) 1.3 $12M 8.1k 1501.98
Visa (V) 1.0 $9.4M 71k 131.93
Apple (AAPL) 0.9 $8.5M 54k 157.74
Microsoft Corporation (MSFT) 0.9 $8.0M 79k 101.57
Alphabet Inc Class A cs (GOOGL) 0.8 $7.6M 7.3k 1044.97
Cme (CME) 0.8 $7.4M 39k 188.12
JPMorgan Chase & Co. (JPM) 0.7 $6.8M 69k 97.62
At&t (T) 0.7 $6.8M 238k 28.54
Johnson & Johnson (JNJ) 0.7 $6.5M 51k 129.05
iShares S&P Europe 350 Index (IEV) 0.7 $6.4M 163k 39.12
Walt Disney Company (DIS) 0.7 $6.1M 56k 109.64
salesforce (CRM) 0.7 $6.1M 45k 136.97
Intel Corporation (INTC) 0.6 $5.9M 126k 46.93
Pfizer (PFE) 0.6 $5.9M 134k 43.65
Vanguard Europe Pacific ETF (VEA) 0.6 $5.8M 157k 37.10
Procter & Gamble Company (PG) 0.6 $5.7M 62k 91.93
Facebook Inc cl a (META) 0.6 $5.6M 43k 131.09
Ecolab (ECL) 0.6 $5.4M 37k 147.34
Abbott Laboratories (ABT) 0.6 $5.2M 72k 72.33
SPDR S&P MidCap 400 ETF (MDY) 0.6 $5.1M 17k 302.66
American Tower Reit (AMT) 0.5 $5.0M 32k 158.20
Chevron Corporation (CVX) 0.5 $4.7M 44k 108.80
First Republic Bank/san F (FRCB) 0.5 $4.7M 55k 86.90
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.5 $4.7M 95k 49.85
J P Morgan Exchange Traded F ultra shrt (JPST) 0.5 $4.7M 94k 50.13
3M Company (MMM) 0.5 $4.5M 24k 190.53
Sherwin-Williams Company (SHW) 0.5 $4.4M 11k 393.43
Exxon Mobil Corporation (XOM) 0.5 $4.3M 63k 68.19
Danaher Corporation (DHR) 0.5 $4.3M 42k 103.11
Mondelez Int (MDLZ) 0.5 $4.2M 104k 40.03
V.F. Corporation (VFC) 0.4 $3.9M 54k 71.33
Honeywell International (HON) 0.4 $3.9M 30k 132.13
SPDR Barclays Capital Aggregate Bo (SPAB) 0.4 $3.9M 139k 27.85
United Parcel Service (UPS) 0.4 $3.8M 39k 97.54
Charles Schwab Corporation (SCHW) 0.4 $3.7M 88k 41.53
Parker-Hannifin Corporation (PH) 0.4 $3.6M 24k 149.13
Hershey Company (HSY) 0.4 $3.5M 33k 107.17
BlackRock (BLK) 0.4 $3.4M 8.7k 392.83
Waste Management (WM) 0.4 $3.3M 38k 89.00
Gilead Sciences (GILD) 0.3 $3.2M 51k 62.55
Global X Fds rbtcs artfl in (BOTZ) 0.3 $2.8M 169k 16.74
iShares Russell 2000 Growth Index (IWO) 0.3 $2.7M 16k 167.99
SPDR DJ Wilshire Small Cap 0.3 $2.7M 46k 59.98
Paypal Holdings (PYPL) 0.3 $2.6M 31k 84.10
General Electric Company 0.3 $2.5M 324k 7.57
Vanguard Total Stock Market ETF (VTI) 0.2 $2.3M 18k 127.65
Concho Resources 0.2 $1.7M 17k 102.77
Constellation Brands (STZ) 0.2 $1.7M 10k 160.77
Health Care SPDR (XLV) 0.2 $1.5M 17k 86.54
iShares Russell 1000 Index (IWB) 0.1 $890k 6.4k 138.65
Ishares Tr core msci euro (IEUR) 0.1 $895k 22k 41.32
Costco Wholesale Corporation (COST) 0.1 $878k 4.3k 203.76
Alphabet Inc Class C cs (GOOG) 0.1 $879k 849.00 1035.34
Intuitive Surgical (ISRG) 0.1 $767k 1.6k 478.78
Daily Journal Corporation (DJCO) 0.1 $752k 3.2k 234.05
WisdomTree Dividend ex-Fin Fund (AIVL) 0.1 $687k 8.9k 76.99
iShares MSCI Emerging Markets Indx (EEM) 0.1 $523k 13k 39.09
Cisco Systems (CSCO) 0.1 $535k 12k 43.37
Wells Fargo & Company (WFC) 0.1 $556k 12k 46.08
Boeing Company (BA) 0.1 $602k 1.9k 322.44
International Business Machines (IBM) 0.1 $520k 4.6k 113.71
Invesco Qqq Trust Series 1 (QQQ) 0.1 $554k 3.6k 154.23
Vanguard Dividend Appreciation ETF (VIG) 0.1 $489k 5.0k 97.86
iShares Dow Jones US Reg Banks Ind. (IAT) 0.1 $452k 11k 39.88
Berkshire Hathaway (BRK.B) 0.0 $364k 1.8k 204.26
Home Depot (HD) 0.0 $389k 2.3k 171.97
Union Pacific Corporation (UNP) 0.0 $359k 2.6k 138.18
AFLAC Incorporated (AFL) 0.0 $364k 8.0k 45.50
Intuit (INTU) 0.0 $359k 1.8k 196.71
Technology SPDR (XLK) 0.0 $397k 6.4k 61.91
iShares Russell 1000 Growth Index (IWF) 0.0 $352k 2.7k 130.76
Vanguard High Dividend Yield ETF (VYM) 0.0 $349k 4.5k 78.06
McDonald's Corporation (MCD) 0.0 $257k 1.5k 177.24
SYSCO Corporation (SYY) 0.0 $251k 4.0k 62.75
Verizon Communications (VZ) 0.0 $285k 5.1k 56.17
Berkshire Hathaway (BRK.A) 0.0 $306k 1.00 306000.00
United Technologies Corporation 0.0 $319k 3.0k 106.44
iShares Russell 2000 Value Index (IWN) 0.0 $278k 2.6k 107.54
iShares S&P SmallCap 600 Index (IJR) 0.0 $236k 3.4k 69.43
Vanguard Small-Cap ETF (VB) 0.0 $321k 2.4k 131.94
Abbvie (ABBV) 0.0 $281k 3.1k 92.07
NVIDIA Corporation (NVDA) 0.0 $207k 1.6k 133.55
Amgen (AMGN) 0.0 $214k 1.1k 194.55
Realty Income (O) 0.0 $220k 3.5k 63.18
Five9 (FIVN) 0.0 $230k 5.3k 43.66