Sand Hill Advisors

Sand Hill Global Advisors as of Sept. 30, 2022

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 154 positions in its portfolio as reported in the September 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) 16.1 $257M 718k 357.18
Ishares Tr Msci Eafe Etf (EFA) 9.6 $153M 2.7M 56.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.9 $126M 383k 328.30
Ishares Tr Core S&p Us Vlu (IUSV) 6.1 $96M 1.5M 62.61
Ishares Tr Russell 2000 Etf (IWM) 6.0 $96M 580k 164.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $91M 2.5M 36.49
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $73M 334k 219.26
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.2 $50M 798k 62.94
Ishares Tr Shrt Nat Mun Etf (SUB) 2.5 $40M 392k 102.66
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $33M 340k 96.34
Ishares Tr Core S&p500 Etf (IVV) 2.0 $32M 88k 358.65
Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $31M 388k 80.17
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $29M 396k 73.48
Alphabet Cap Stk Cl A (GOOGL) 1.6 $25M 260k 95.65
Apple (AAPL) 1.4 $22M 157k 138.20
Ishares Tr Blackrock Ultra (ICSH) 1.0 $16M 319k 50.01
Microsoft Corporation (MSFT) 1.0 $15M 65k 232.91
Amazon (AMZN) 0.8 $13M 117k 113.00
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.8 $12M 239k 50.16
Visa Com Cl A (V) 0.7 $12M 67k 177.65
Waste Management (WM) 0.7 $12M 73k 160.22
Alphabet Cap Stk Cl C (GOOG) 0.6 $9.8M 102k 96.15
JPMorgan Chase & Co. (JPM) 0.6 $9.6M 92k 104.50
Johnson & Johnson (JNJ) 0.6 $9.1M 56k 163.37
Chevron Corporation (CVX) 0.6 $9.0M 62k 143.67
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $8.6M 108k 79.41
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.5 $8.5M 172k 49.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $8.2M 226k 36.36
Danaher Corporation (DHR) 0.5 $8.0M 31k 258.30
Cme (CME) 0.5 $7.9M 45k 177.13
Booking Holdings (BKNG) 0.5 $7.8M 4.7k 1643.23
Chubb (CB) 0.5 $7.3M 40k 181.87
CVS Caremark Corporation (CVS) 0.5 $7.2M 76k 95.37
Procter & Gamble Company (PG) 0.4 $6.9M 55k 126.25
TJX Companies (TJX) 0.4 $6.7M 108k 62.12
Abbott Laboratories (ABT) 0.4 $6.6M 68k 96.76
United Parcel Service CL B (UPS) 0.4 $6.6M 41k 161.54
Parker-Hannifin Corporation (PH) 0.4 $6.4M 26k 242.29
Ishares Tr Esg Aware Msci (ESML) 0.4 $6.3M 206k 30.67
Ishares Tr National Mun Etf (MUB) 0.4 $6.3M 61k 102.58
Honeywell International (HON) 0.4 $6.1M 36k 166.97
salesforce (CRM) 0.4 $6.0M 42k 143.85
Hershey Company (HSY) 0.4 $6.0M 27k 220.46
Adobe Systems Incorporated (ADBE) 0.4 $5.9M 22k 275.19
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $5.8M 31k 187.97
Ecolab (ECL) 0.4 $5.8M 40k 144.41
Mondelez Intl Cl A (MDLZ) 0.4 $5.7M 104k 54.83
Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.6M 33k 170.92
Stryker Corporation (SYK) 0.3 $5.5M 27k 202.54
BlackRock (BLK) 0.3 $5.4M 9.9k 550.27
NVIDIA Corporation (NVDA) 0.3 $5.4M 44k 121.38
Walt Disney Company (DIS) 0.3 $5.4M 57k 94.34
Tesla Motors (TSLA) 0.3 $5.3M 20k 265.23
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $5.2M 169k 30.87
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.1M 92k 56.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $4.8M 12k 401.67
Boeing Company (BA) 0.3 $4.7M 39k 121.09
Keysight Technologies (KEYS) 0.3 $4.3M 27k 157.37
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $4.1M 102k 40.01
SYSCO Corporation (SYY) 0.2 $4.0M 56k 70.71
Cheniere Energy Com New (LNG) 0.2 $3.9M 24k 165.93
Meta Platforms Cl A (META) 0.2 $3.9M 29k 135.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.9M 22k 179.47
Zoetis Cl A (ZTS) 0.2 $3.5M 24k 148.31
Intel Corporation (INTC) 0.2 $3.5M 137k 25.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $3.5M 99k 34.88
American Tower Reit (AMT) 0.2 $3.4M 16k 214.68
Constellation Brands Cl A (STZ) 0.2 $3.4M 15k 229.67
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.0M 78k 38.82
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $2.8M 149k 19.09
Ishares Tr Russell 3000 Etf (IWV) 0.2 $2.6M 13k 207.02
Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.6M 13k 197.33
Ishares Esg Awr Msci Em (ESGE) 0.2 $2.5M 92k 27.67
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $2.4M 47k 50.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.4M 56k 42.34
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.1M 8.2k 257.25
Dollar General (DG) 0.1 $2.0M 8.4k 239.87
Costco Wholesale Corporation (COST) 0.1 $2.0M 4.1k 472.15
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.9M 15k 121.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.8M 64k 28.13
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M 7.8k 214.00
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.7M 21k 77.85
Home Depot (HD) 0.1 $1.6M 5.9k 275.95
UnitedHealth (UNH) 0.1 $1.6M 3.2k 504.87
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $1.6M 68k 23.42
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.5M 32k 46.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.4M 6.9k 206.64
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.2M 7.8k 154.63
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M 10k 118.82
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $1.1M 51k 22.34
Vanguard Index Fds Value Etf (VTV) 0.1 $1.1M 8.9k 123.51
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 8.0k 135.14
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.0M 12k 89.68
Exxon Mobil Corporation (XOM) 0.1 $988k 11k 87.34
Ishares Tr S&p 100 Etf (OEF) 0.1 $972k 6.0k 162.46
Cisco Systems (CSCO) 0.1 $965k 24k 40.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $956k 22k 44.36
Abbvie (ABBV) 0.1 $936k 7.0k 134.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $935k 3.5k 267.07
Progressive Corporation (PGR) 0.1 $911k 7.8k 116.24
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $863k 27k 32.07
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $729k 13k 58.55
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $692k 31k 22.40
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $687k 8.4k 81.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $677k 3.5k 195.10
Fiserv (FI) 0.0 $654k 7.0k 93.62
Spdr Ser Tr S&p 600 Sml Cap 0.0 $641k 8.5k 75.71
Coupa Software 0.0 $636k 11k 58.79
Hercules Technology Growth Capital (HTGC) 0.0 $629k 54k 11.57
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $610k 22k 27.76
Vanguard Index Fds Large Cap Etf (VV) 0.0 $604k 3.7k 163.69
Pepsi (PEP) 0.0 $521k 3.2k 163.17
AFLAC Incorporated (AFL) 0.0 $510k 9.1k 56.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $502k 2.4k 210.39
McDonald's Corporation (MCD) 0.0 $502k 2.2k 230.70
Union Pacific Corporation (UNP) 0.0 $483k 2.5k 194.92
Intuit (INTU) 0.0 $474k 1.2k 387.57
Oracle Corporation (ORCL) 0.0 $440k 7.2k 61.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $436k 7.5k 57.83
Raytheon Technologies Corp (RTX) 0.0 $435k 5.3k 81.89
Charles Schwab Corporation (SCHW) 0.0 $413k 5.7k 71.85
Expensify Com Cl A (EXFY) 0.0 $405k 27k 14.90
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $397k 5.0k 79.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $396k 2.9k 136.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $392k 10k 38.94
Arista Networks (ANET) 0.0 $384k 3.4k 112.94
Pfizer (PFE) 0.0 $378k 8.6k 43.70
Bristol Myers Squibb (BMY) 0.0 $359k 5.0k 71.16
Merck & Co (MRK) 0.0 $355k 4.1k 86.08
International Business Machines (IBM) 0.0 $344k 2.9k 118.66
Lowe's Companies (LOW) 0.0 $342k 1.8k 187.71
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $340k 15k 22.23
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $334k 17k 19.74
Automatic Data Processing (ADP) 0.0 $327k 1.4k 226.14
Uber Technologies (UBER) 0.0 $325k 12k 26.50
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $323k 4.3k 75.98
Verizon Communications (VZ) 0.0 $310k 8.2k 37.97
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $295k 6.2k 47.73
Wells Fargo & Company (WFC) 0.0 $279k 6.9k 40.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $274k 12k 22.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $266k 996.00 267.07
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $250k 3.5k 72.19
Mastercard Incorporated Cl A (MA) 0.0 $242k 851.00 284.37
Five9 (FIVN) 0.0 $242k 3.2k 75.06
Soundhound Ai Class A Com (SOUN) 0.0 $241k 74k 3.28
Texas Instruments Incorporated (TXN) 0.0 $223k 1.4k 154.75
Jacobs Engineering Group (J) 0.0 $222k 2.0k 108.72
Linde SHS 0.0 $211k 781.00 270.17
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $208k 1.6k 129.03
Realty Income (O) 0.0 $203k 3.5k 58.30
Palantir Technologies Cl A (PLTR) 0.0 $87k 11k 8.17
Terran Orbital Corporation (LLAP) 0.0 $71k 40k 1.77
Atreca Cl A Com (BCEL) 0.0 $20k 13k 1.60
Realreal (REAL) 0.0 $20k 13k 1.52