Sand Hill Advisors

Sand Hill Global Advisors as of June 30, 2022

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 154 positions in its portfolio as reported in the June 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) 15.7 $276M 731k 377.25
Ishares Tr Msci Eafe Etf (EFA) 8.9 $156M 2.5M 62.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.5 $132M 379k 346.88
Ishares Tr Core S&p Us Vlu (IUSV) 6.0 $106M 1.6M 66.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $105M 2.5M 41.65
Ishares Tr Russell 2000 Etf (IWM) 5.3 $92M 546k 169.36
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $78M 344k 226.23
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.2 $56M 804k 70.16
Pimco Etf Tr Inter Mun Bd Act (MUNI) 3.2 $56M 1.1M 51.48
Ishares Tr Shrt Nat Mun Etf (SUB) 2.3 $40M 379k 104.67
Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $36M 394k 91.11
Ishares Tr Core S&p500 Etf (IVV) 1.7 $31M 80k 379.15
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $29M 372k 77.65
Apple (AAPL) 1.2 $22M 161k 136.72
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.2 $22M 536k 40.80
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $20M 193k 101.68
Microsoft Corporation (MSFT) 1.0 $17M 66k 256.83
Ishares Tr National Mun Etf (MUB) 0.9 $17M 157k 106.36
Alphabet Cap Stk Cl A (GOOGL) 0.9 $16M 7.1k 2179.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $15M 76k 197.03
Ishares Tr Blackrock Ultra (ICSH) 0.8 $15M 290k 50.04
Visa Com Cl A (V) 0.8 $14M 70k 196.89
Amazon (AMZN) 0.7 $13M 117k 106.21
Waste Management (WM) 0.7 $12M 76k 152.98
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $12M 229k 50.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $11M 128k 85.32
JPMorgan Chase & Co. (JPM) 0.6 $11M 93k 112.61
Johnson & Johnson (JNJ) 0.6 $10M 57k 177.51
Vanguard Index Fds Small Cp Etf (VB) 0.5 $9.5M 54k 176.11
Cme (CME) 0.5 $9.4M 46k 204.70
Chevron Corporation (CVX) 0.5 $9.2M 63k 144.79
Booking Holdings (BKNG) 0.5 $8.5M 4.9k 1748.97
Chubb (CB) 0.5 $8.1M 41k 196.57
Danaher Corporation (DHR) 0.5 $8.1M 32k 253.51
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.5 $8.0M 163k 49.26
Procter & Gamble Company (PG) 0.5 $8.0M 56k 143.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $7.9M 94k 83.90
United Parcel Service CL B (UPS) 0.4 $7.6M 42k 182.54
Abbott Laboratories (ABT) 0.4 $7.5M 69k 108.65
CVS Caremark Corporation (CVS) 0.4 $7.2M 78k 92.67
salesforce (CRM) 0.4 $6.9M 42k 165.05
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $6.7M 97k 69.20
Ishares Tr Esg Aware Msci (ESML) 0.4 $6.7M 211k 31.50
NVIDIA Corporation (NVDA) 0.4 $6.6M 44k 151.58
Mondelez Intl Cl A (MDLZ) 0.4 $6.6M 107k 62.09
Parker-Hannifin Corporation (PH) 0.4 $6.6M 27k 246.03
Honeywell International (HON) 0.4 $6.4M 37k 173.81
Ecolab (ECL) 0.4 $6.2M 41k 153.77
TJX Companies (TJX) 0.4 $6.2M 111k 55.85
Sherwin-Williams Company (SHW) 0.3 $6.1M 27k 223.90
BlackRock (BLK) 0.3 $6.0M 9.9k 609.02
Hershey Company (HSY) 0.3 $6.0M 28k 215.17
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $5.9M 30k 196.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.9M 94k 62.76
Stryker Corporation (SYK) 0.3 $5.6M 28k 198.93
Boeing Company (BA) 0.3 $5.4M 40k 136.73
Walt Disney Company (DIS) 0.3 $5.4M 57k 94.40
Intel Corporation (INTC) 0.3 $5.4M 144k 37.41
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $5.4M 161k 33.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $4.9M 12k 413.53
SYSCO Corporation (SYY) 0.3 $4.8M 57k 84.71
Tesla Motors (TSLA) 0.3 $4.6M 6.9k 673.45
Meta Platforms Cl A (META) 0.3 $4.6M 28k 161.27
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $4.4M 99k 45.00
Zoetis Cl A (ZTS) 0.2 $4.2M 25k 171.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.2M 22k 188.60
American Tower Reit (AMT) 0.2 $4.1M 16k 255.57
Keysight Technologies (KEYS) 0.2 $3.9M 28k 137.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $3.8M 94k 40.10
Constellation Brands Cl A (STZ) 0.2 $3.5M 15k 233.09
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $3.3M 173k 19.05
Ishares Esg Awr Msci Em (ESGE) 0.2 $3.3M 101k 32.31
Cheniere Energy Com New (LNG) 0.2 $3.2M 24k 133.01
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.1M 76k 40.75
Ishares Tr Russell 3000 Etf (IWV) 0.2 $2.8M 13k 217.42
Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.7M 13k 207.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.6M 83k 31.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.5M 56k 44.66
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.3M 24k 95.25
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.3M 8.2k 277.63
Dollar General (DG) 0.1 $2.1M 8.4k 245.41
Costco Wholesale Corporation (COST) 0.1 $2.1M 4.3k 479.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.0M 15k 128.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.9M 859.00 2187.43
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.8M 21k 83.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.7M 34k 50.55
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M 7.8k 222.90
Ishares Tr Mbs Etf (MBB) 0.1 $1.7M 17k 97.52
UnitedHealth (UNH) 0.1 $1.6M 3.2k 513.56
Home Depot (HD) 0.1 $1.6M 5.9k 274.29
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.4M 6.9k 206.34
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.4M 8.2k 168.48
Select Sector Spdr Tr Technology (XLK) 0.1 $1.3M 10k 127.11
Vanguard Index Fds Value Etf (VTV) 0.1 $1.2M 9.3k 131.83
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 8.2k 143.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M 23k 49.94
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M 6.2k 172.55
Cisco Systems (CSCO) 0.1 $1.0M 24k 42.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.0M 3.7k 272.97
Exxon Mobil Corporation (XOM) 0.1 $974k 11k 85.68
Abbvie (ABBV) 0.1 $958k 6.3k 153.08
Progressive Corporation (PGR) 0.1 $912k 7.8k 116.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $784k 31k 25.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $716k 16k 44.18
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $686k 22k 31.22
Vanguard Index Fds Large Cap Etf (VV) 0.0 $636k 3.7k 172.36
Fiserv (FI) 0.0 $623k 7.0k 88.96
Coupa Software 0.0 $618k 11k 57.12
Spdr Ser Tr S&p 600 Sml Cap 0.0 $608k 7.6k 80.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $534k 2.4k 218.85
Oracle Corporation (ORCL) 0.0 $529k 7.6k 69.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $528k 3.6k 144.94
McDonald's Corporation (MCD) 0.0 $526k 2.1k 246.83
Pepsi (PEP) 0.0 $520k 3.1k 166.67
AFLAC Incorporated (AFL) 0.0 $502k 9.1k 55.34
Raytheon Technologies Corp (RTX) 0.0 $499k 5.2k 96.17
Union Pacific Corporation (UNP) 0.0 $499k 2.3k 213.25
Expensify Com Cl A (EXFY) 0.0 $484k 27k 17.80
Intuit (INTU) 0.0 $476k 1.2k 385.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $443k 7.5k 58.89
International Business Machines (IBM) 0.0 $429k 3.0k 141.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $405k 10k 40.23
Charles Schwab Corporation (SCHW) 0.0 $402k 6.4k 63.14
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $395k 18k 22.18
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $391k 3.7k 105.59
Pfizer (PFE) 0.0 $378k 7.2k 52.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $371k 16k 23.31
Merck & Co (MRK) 0.0 $369k 4.0k 91.18
Bristol Myers Squibb (BMY) 0.0 $336k 4.4k 77.05
Arista Networks (ANET) 0.0 $319k 3.4k 93.82
Lowe's Companies (LOW) 0.0 $313k 1.8k 174.96
Automatic Data Processing (ADP) 0.0 $302k 1.4k 209.72
Wells Fargo & Company (WFC) 0.0 $302k 7.7k 39.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $301k 1.1k 280.78
Five9 (FIVN) 0.0 $294k 3.2k 91.19
Mastercard Incorporated Cl A (MA) 0.0 $278k 880.00 315.91
Soundhound Ai Class A Com (SOUN) 0.0 $278k 104k 2.68
Adobe Systems Incorporated (ADBE) 0.0 $275k 752.00 365.69
Ishares Core Msci Emkt (IEMG) 0.0 $263k 5.4k 49.11
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $263k 3.5k 75.95
Jacobs Engineering 0.0 $260k 2.0k 127.33
Uber Technologies (UBER) 0.0 $251k 12k 20.42
Linde SHS 0.0 $247k 860.00 287.21
Philip Morris International (PM) 0.0 $246k 2.5k 98.91
Hologic (HOLX) 0.0 $243k 3.5k 69.25
Realty Income (O) 0.0 $238k 3.5k 68.35
Verizon Communications (VZ) 0.0 $228k 4.5k 50.80
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $227k 2.8k 80.73
Texas Instruments Incorporated (TXN) 0.0 $226k 1.5k 153.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $224k 4.5k 49.84
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $220k 1.6k 136.48
Moody's Corporation (MCO) 0.0 $209k 769.00 271.78
Terran Orbital Corporation (LLAP) 0.0 $183k 40k 4.58
Atreca Cl A Com (BCEL) 0.0 $22k 13k 1.76