Sand Hill Global Advisors as of March 31, 2022
Portfolio Holdings for Sand Hill Global Advisors
Sand Hill Global Advisors holds 151 positions in its portfolio as reported in the March 2022 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) | 18.2 | $330M | 730k | 451.64 | |
Ishares Tr Msci Eafe Etf (EFA) | 10.9 | $196M | 2.7M | 73.60 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.9 | $161M | 388k | 415.17 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 6.7 | $120M | 1.6M | 75.87 | |
Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $112M | 547k | 205.27 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.2 | $111M | 2.4M | 46.13 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $92M | 343k | 268.34 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 2.4 | $44M | 408k | 108.37 | |
Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $37M | 82k | 453.69 | |
Apple (AAPL) | 1.7 | $31M | 177k | 174.61 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $29M | 351k | 81.90 | |
Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $22M | 202k | 107.10 | |
Amazon (AMZN) | 1.1 | $21M | 6.3k | 3260.01 | |
Microsoft Corporation (MSFT) | 1.1 | $20M | 63k | 308.31 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $19M | 7.0k | 2781.46 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.9 | $17M | 330k | 50.15 | |
Visa Com Cl A (V) | 0.8 | $15M | 68k | 221.77 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.7 | $13M | 263k | 50.27 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $12M | 90k | 136.32 | |
Waste Management (WM) | 0.7 | $12M | 77k | 158.50 | |
NVIDIA Corporation (NVDA) | 0.6 | $11M | 42k | 272.86 | |
Booking Holdings (BKNG) | 0.6 | $11M | 4.8k | 2348.48 | |
Cme (CME) | 0.6 | $11M | 47k | 237.87 | |
Chevron Corporation (CVX) | 0.6 | $10M | 64k | 162.83 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.5 | $9.8M | 199k | 49.57 | |
Johnson & Johnson (JNJ) | 0.5 | $9.8M | 55k | 177.24 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $9.4M | 93k | 101.35 | |
Danaher Corporation (DHR) | 0.5 | $9.4M | 32k | 293.34 | |
United Parcel Service CL B (UPS) | 0.5 | $8.9M | 42k | 214.46 | |
Chubb (CB) | 0.5 | $8.9M | 41k | 213.90 | |
salesforce (CRM) | 0.5 | $8.5M | 40k | 212.33 | |
Procter & Gamble Company (PG) | 0.5 | $8.4M | 55k | 152.80 | |
Abbott Laboratories (ABT) | 0.4 | $7.9M | 66k | 118.36 | |
CVS Caremark Corporation (CVS) | 0.4 | $7.8M | 77k | 101.21 | |
Stryker Corporation (SYK) | 0.4 | $7.5M | 28k | 267.35 | |
Parker-Hannifin Corporation (PH) | 0.4 | $7.5M | 26k | 283.76 | |
Intel Corporation (INTC) | 0.4 | $7.4M | 149k | 49.56 | |
Walt Disney Company (DIS) | 0.4 | $7.3M | 54k | 137.15 | |
Boeing Company (BA) | 0.4 | $7.3M | 38k | 191.50 | |
BlackRock (BLK) | 0.4 | $7.2M | 9.4k | 764.21 | |
Honeywell International (HON) | 0.4 | $7.0M | 36k | 194.57 | |
Ecolab (ECL) | 0.4 | $7.0M | 40k | 176.56 | |
Ishares Tr Esg Aware Msci (ESML) | 0.4 | $7.0M | 184k | 38.04 | |
Sherwin-Williams Company (SHW) | 0.4 | $6.8M | 27k | 249.63 | |
Mondelez Intl Cl A (MDLZ) | 0.4 | $6.7M | 107k | 62.78 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $6.7M | 90k | 73.73 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $6.7M | 28k | 237.85 | |
TJX Companies (TJX) | 0.4 | $6.5M | 108k | 60.58 | |
Meta Platforms Cl A (META) | 0.3 | $6.3M | 28k | 222.34 | |
Hershey Company (HSY) | 0.3 | $6.3M | 29k | 216.62 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $6.2M | 29k | 212.53 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $5.8M | 271k | 21.52 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $5.8M | 153k | 38.03 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.5M | 11k | 490.47 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.0M | 22k | 227.69 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $5.0M | 95k | 52.27 | |
SYSCO Corporation (SYY) | 0.3 | $4.6M | 56k | 81.64 | |
Keysight Technologies (KEYS) | 0.2 | $4.4M | 28k | 157.97 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $4.2M | 87k | 48.03 | |
American Tower Reit (AMT) | 0.2 | $4.0M | 16k | 251.24 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.8M | 15k | 262.40 | |
General Electric Com New (GE) | 0.2 | $3.8M | 41k | 91.50 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $3.7M | 76k | 49.02 | |
Ishares Esg Awr Msci Em (ESGE) | 0.2 | $3.5M | 97k | 36.73 | |
Constellation Brands Cl A (STZ) | 0.2 | $3.4M | 15k | 230.31 | |
Merck & Co (MRK) | 0.2 | $3.3M | 40k | 82.06 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.1M | 57k | 53.85 | |
Coinbase Global Com Cl A (COIN) | 0.2 | $3.0M | 16k | 189.88 | |
Paypal Holdings (PYPL) | 0.2 | $3.0M | 26k | 115.66 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $2.8M | 11k | 250.09 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.6M | 58k | 45.15 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.5M | 69k | 36.71 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.5M | 7.4k | 337.18 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.5M | 8.6k | 287.61 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.4M | 846.00 | 2793.14 | |
Costco Wholesale Corporation (COST) | 0.1 | $2.3M | 4.0k | 575.85 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $2.2M | 20k | 109.64 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.1M | 21k | 99.78 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.1M | 15k | 136.98 | |
Dollar General (DG) | 0.1 | $1.9M | 8.4k | 222.66 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.8M | 6.9k | 255.82 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | 9.6k | 180.68 | |
Home Depot (HD) | 0.1 | $1.7M | 5.6k | 299.35 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.5M | 9.1k | 158.88 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.4M | 25k | 57.61 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.3M | 6.4k | 208.47 | |
Cisco Systems (CSCO) | 0.1 | $1.3M | 24k | 55.77 | |
UnitedHealth (UNH) | 0.1 | $1.3M | 2.6k | 509.84 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 7.4k | 162.11 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | 3.2k | 352.87 | |
Coupa Software | 0.1 | $1.1M | 11k | 101.67 | |
Tesla Motors (TSLA) | 0.1 | $1.1M | 996.00 | 1077.31 | |
Progressive Corporation (PGR) | 0.1 | $997k | 8.8k | 113.94 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $858k | 31k | 27.77 | |
Exxon Mobil Corporation (XOM) | 0.0 | $834k | 10k | 82.62 | |
Abbvie (ABBV) | 0.0 | $808k | 5.0k | 162.18 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $787k | 21k | 37.96 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $769k | 3.7k | 208.40 | |
Fiserv (FI) | 0.0 | $739k | 7.3k | 101.43 | |
Southern Company (SO) | 0.0 | $730k | 10k | 72.52 | |
Spdr Ser Tr S&p 600 Sml Cap | 0.0 | $711k | 7.6k | 93.63 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $683k | 2.5k | 277.64 | |
Oracle Corporation (ORCL) | 0.0 | $668k | 8.1k | 82.72 | |
Charles Schwab Corporation (SCHW) | 0.0 | $622k | 7.4k | 84.28 | |
Intuit (INTU) | 0.0 | $605k | 1.3k | 480.54 | |
Union Pacific Corporation (UNP) | 0.0 | $586k | 2.1k | 273.19 | |
Marriott Intl Cl A (MAR) | 0.0 | $530k | 3.0k | 175.90 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $522k | 19k | 27.60 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $501k | 3.0k | 166.17 | |
Coca-Cola Company (KO) | 0.0 | $489k | 7.9k | 61.98 | |
AFLAC Incorporated (AFL) | 0.0 | $479k | 7.4k | 64.44 | |
Arista Networks (ANET) | 0.0 | $473k | 3.4k | 139.12 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $469k | 10k | 46.58 | |
Uber Technologies (UBER) | 0.0 | $462k | 13k | 35.71 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $447k | 18k | 25.44 | |
Xylem (XYL) | 0.0 | $441k | 5.2k | 85.33 | |
Pfizer (PFE) | 0.0 | $407k | 7.9k | 51.75 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $394k | 5.2k | 76.39 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $389k | 1.1k | 362.87 | |
Lowe's Companies (LOW) | 0.0 | $381k | 1.9k | 202.23 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $374k | 1.5k | 248.34 | |
Hartford Financial Services (HIG) | 0.0 | $359k | 5.0k | 71.80 | |
Five9 (FIVN) | 0.0 | $356k | 3.2k | 110.42 | |
International Business Machines (IBM) | 0.0 | $351k | 2.7k | 130.14 | |
Wells Fargo & Company (WFC) | 0.0 | $349k | 7.2k | 48.49 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $349k | 766.00 | 455.61 | |
McDonald's Corporation (MCD) | 0.0 | $330k | 1.3k | 247.38 | |
Pepsi (PEP) | 0.0 | $319k | 1.9k | 167.37 | |
First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $306k | 3.5k | 88.36 | |
Bristol Myers Squibb (BMY) | 0.0 | $301k | 4.1k | 72.92 | |
Snap Cl A (SNAP) | 0.0 | $299k | 8.3k | 36.02 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $297k | 2.9k | 101.92 | |
Raytheon Technologies Corp (RTX) | 0.0 | $297k | 3.0k | 99.03 | |
Jacobs Engineering | 0.0 | $281k | 2.0k | 137.61 | |
Shopify Cl A (SHOP) | 0.0 | $274k | 405.00 | 676.54 | |
Hologic (HOLX) | 0.0 | $270k | 3.5k | 76.94 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $262k | 2.7k | 97.00 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $261k | 4.7k | 55.52 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $260k | 1.6k | 161.19 | |
Block Cl A (SQ) | 0.0 | $251k | 1.9k | 135.38 | |
Moody's Corporation (MCO) | 0.0 | $251k | 744.00 | 337.37 | |
Realty Income (O) | 0.0 | $241k | 3.5k | 69.21 | |
Altria (MO) | 0.0 | $240k | 4.6k | 52.34 | |
Verizon Communications (VZ) | 0.0 | $236k | 4.6k | 50.92 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $226k | 4.4k | 51.86 | |
Philip Morris International (PM) | 0.0 | $223k | 2.4k | 93.86 | |
S&p Global (SPGI) | 0.0 | $213k | 519.00 | 410.40 | |
Caterpillar (CAT) | 0.0 | $207k | 927.00 | 223.30 | |
Nike CL B (NKE) | 0.0 | $204k | 1.5k | 134.48 | |
New York Times Cl A (NYT) | 0.0 | $202k | 4.4k | 45.73 | |
Atreca Cl A Com (BCEL) | 0.0 | $40k | 13k | 3.20 |