Sand Hill Advisors

Sand Hill Global Advisors as of Dec. 31, 2022

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 160 positions in its portfolio as reported in the December 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) 13.8 $245M 640k 382.43
Ishares Tr Msci Eafe Etf (EFA) 9.9 $175M 2.7M 65.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.1 $126M 359k 351.34
Ishares Tr Core S&p Mcp Etf (IJH) 6.0 $107M 442k 241.89
Ishares Tr Core S&p Us Vlu (IUSV) 5.9 $104M 1.5M 70.63
Ishares Tr Russell 2000 Etf (IWM) 5.8 $102M 587k 174.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.1 $91M 2.3M 38.98
Ishares Tr Shrt Nat Mun Etf (SUB) 3.5 $62M 597k 104.27
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.6 $45M 733k 61.62
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $44M 455k 96.99
Vanguard Index Fds Real Estate Etf (VNQ) 2.1 $38M 460k 82.48
Ishares Tr Core S&p500 Etf (IVV) 1.8 $31M 81k 384.21
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $29M 386k 74.32
Apple (AAPL) 1.2 $21M 161k 129.93
Ishares Tr Blackrock Ultra (ICSH) 1.1 $20M 405k 50.04
Microsoft Corporation (MSFT) 0.9 $16M 66k 239.82
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $16M 312k 50.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $15M 354k 41.97
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $15M 256k 57.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $14M 378k 37.90
Visa Com Cl A (V) 0.8 $14M 67k 207.76
JPMorgan Chase & Co. (JPM) 0.7 $13M 94k 134.10
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.7 $12M 252k 49.27
Alphabet Cap Stk Cl A (GOOGL) 0.7 $12M 139k 88.23
Waste Management (WM) 0.6 $11M 72k 156.88
Ishares Tr National Mun Etf (MUB) 0.6 $11M 104k 105.52
Chevron Corporation (CVX) 0.6 $11M 61k 179.49
Johnson & Johnson (JNJ) 0.6 $10M 57k 176.65
Amazon (AMZN) 0.6 $10M 119k 84.00
Booking Holdings (BKNG) 0.5 $9.5M 4.7k 2015.28
Ishares Tr Esg Aware Msci (ESML) 0.5 $9.3M 283k 32.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $9.3M 46k 200.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $9.1M 107k 84.75
Chubb (CB) 0.5 $8.8M 40k 220.60
Abbott Laboratories (ABT) 0.5 $8.6M 78k 109.79
TJX Companies (TJX) 0.5 $8.6M 108k 79.60
Procter & Gamble Company (PG) 0.5 $8.4M 55k 151.56
Danaher Corporation (DHR) 0.5 $8.2M 31k 265.42
Honeywell International (HON) 0.4 $7.8M 37k 214.30
Parker-Hannifin Corporation (PH) 0.4 $7.6M 26k 290.99
Cme (CME) 0.4 $7.6M 45k 168.16
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $7.4M 112k 65.74
Adobe Systems Incorporated (ADBE) 0.4 $7.3M 22k 336.53
Boeing Company (BA) 0.4 $7.2M 38k 190.49
United Parcel Service CL B (UPS) 0.4 $7.2M 42k 173.84
BlackRock (BLK) 0.4 $7.0M 9.9k 708.64
Mondelez Intl Cl A (MDLZ) 0.4 $7.0M 104k 66.65
CVS Caremark Corporation (CVS) 0.4 $7.0M 75k 93.19
NVIDIA Corporation (NVDA) 0.4 $6.9M 48k 146.14
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $6.6M 32k 203.81
Vanguard Index Fds Small Cp Etf (VB) 0.4 $6.5M 36k 183.54
Stryker Corporation (SYK) 0.4 $6.4M 26k 244.49
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $6.4M 187k 34.24
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $6.3M 97k 64.79
Hershey Company (HSY) 0.3 $6.0M 26k 231.57
Ecolab (ECL) 0.3 $5.8M 40k 145.56
salesforce (CRM) 0.3 $5.5M 41k 132.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.3M 12k 442.81
Walt Disney Company (DIS) 0.3 $5.1M 58k 86.88
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $4.8M 48k 99.56
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $4.6M 102k 45.50
Keysight Technologies (KEYS) 0.3 $4.6M 27k 171.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.3M 22k 191.19
SYSCO Corporation (SYY) 0.2 $4.1M 54k 76.45
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.0M 134k 30.07
Intel Corporation (INTC) 0.2 $3.5M 134k 26.43
Cheniere Energy Com New (LNG) 0.2 $3.5M 23k 149.96
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.4M 16k 210.52
Constellation Brands Cl A (STZ) 0.2 $3.4M 15k 231.75
Vanguard Index Fds Value Etf (VTV) 0.2 $3.3M 23k 140.37
American Tower Reit (AMT) 0.2 $3.2M 15k 211.86
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.2M 77k 41.61
Meta Platforms Cl A (META) 0.2 $3.2M 27k 120.34
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $3.2M 159k 19.85
Zoetis Cl A (ZTS) 0.2 $3.0M 21k 146.55
Abbvie (ABBV) 0.2 $3.0M 19k 161.61
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $2.9M 127k 23.17
Ishares Tr Russell 3000 Etf (IWV) 0.2 $2.7M 12k 220.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.5M 56k 45.15
Tesla Motors (TSLA) 0.1 $2.5M 21k 123.18
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $2.2M 44k 51.38
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.2M 8.1k 266.84
Dollar General (DG) 0.1 $2.1M 8.5k 246.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.1M 64k 32.21
Home Depot (HD) 0.1 $2.0M 6.4k 315.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.0M 15k 135.85
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.0M 22k 90.48
Costco Wholesale Corporation (COST) 0.1 $1.9M 4.1k 456.52
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.8M 21k 84.88
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M 7.8k 213.11
UnitedHealth (UNH) 0.1 $1.6M 3.0k 530.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.5M 17k 88.73
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.5M 6.9k 214.52
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $1.4M 41k 34.18
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.4M 16k 84.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.3M 4.1k 308.90
Cisco Systems (CSCO) 0.1 $1.1M 23k 47.64
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 8.7k 124.44
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 7.1k 151.86
Progressive Corporation (PGR) 0.1 $1.0M 7.8k 129.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $996k 20k 50.14
Ishares Tr S&p 100 Etf (OEF) 0.1 $927k 5.4k 170.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $888k 18k 49.82
Robinhood Mkts Com Cl A (HOOD) 0.0 $800k 98k 8.14
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $731k 31k 23.67
Hercules Technology Growth Capital (HTGC) 0.0 $719k 54k 13.22
Exxon Mobil Corporation (XOM) 0.0 $713k 6.5k 110.30
Fiserv (FI) 0.0 $706k 7.0k 101.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $692k 22k 31.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $689k 4.5k 151.66
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $647k 14k 46.74
Vanguard Index Fds Large Cap Etf (VV) 0.0 $643k 3.7k 174.20
Coupa Software 0.0 $619k 7.8k 79.17
McDonald's Corporation (MCD) 0.0 $603k 2.3k 263.50
Pepsi (PEP) 0.0 $586k 3.2k 180.66
AFLAC Incorporated (AFL) 0.0 $581k 8.1k 71.94
Union Pacific Corporation (UNP) 0.0 $579k 2.8k 207.05
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $577k 6.9k 84.19
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $557k 2.6k 214.24
Oracle Corporation (ORCL) 0.0 $542k 6.6k 81.74
Automatic Data Processing (ADP) 0.0 $536k 2.2k 238.86
Spdr Gold Tr Gold Shs (GLD) 0.0 $513k 3.0k 169.64
Mastercard Incorporated Cl A (MA) 0.0 $496k 1.4k 347.80
Spdr Ser Tr S&p 600 Sml Cap 0.0 $496k 6.0k 82.21
Charles Schwab Corporation (SCHW) 0.0 $484k 5.8k 83.26
Intuit (INTU) 0.0 $475k 1.2k 389.22
Raytheon Technologies Corp (RTX) 0.0 $448k 4.4k 100.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $443k 10k 43.95
Coca-Cola Company (KO) 0.0 $433k 6.8k 63.61
Merck & Co (MRK) 0.0 $432k 3.9k 110.95
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $419k 16k 25.80
Pfizer (PFE) 0.0 $417k 8.1k 51.24
Arista Networks (ANET) 0.0 $409k 3.4k 121.35
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $387k 15k 25.44
International Business Machines (IBM) 0.0 $380k 2.7k 140.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $371k 15k 24.28
Starbucks Corporation (SBUX) 0.0 $358k 3.6k 99.21
Lowe's Companies (LOW) 0.0 $343k 1.7k 199.24
Uber Technologies (UBER) 0.0 $303k 12k 24.73
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $300k 3.6k 82.33
Bristol Myers Squibb (BMY) 0.0 $296k 4.1k 71.95
Linde SHS 0.0 $290k 889.00 326.18
Wells Fargo & Company (WFC) 0.0 $277k 6.7k 41.29
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $277k 3.5k 80.07
Texas Instruments Incorporated (TXN) 0.0 $256k 1.6k 165.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $252k 946.00 266.40
Verizon Communications (VZ) 0.0 $249k 6.3k 39.40
Jacobs Engineering Group (J) 0.0 $245k 2.0k 120.07
Expensify Com Cl A (EXFY) 0.0 $240k 27k 8.83
Shopify Cl A (SHOP) 0.0 $226k 6.5k 34.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $224k 1.6k 138.70
Realty Income (O) 0.0 $221k 3.5k 63.43
Five9 (FIVN) 0.0 $219k 3.2k 67.86
Nike CL B (NKE) 0.0 $208k 1.8k 116.98
Hologic (HOLX) 0.0 $205k 2.7k 74.81
ConocoPhillips (COP) 0.0 $204k 1.7k 117.98
Soundhound Ai Class A Com (SOUN) 0.0 $130k 74k 1.77
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $124k 17k 7.28
Palantir Technologies Cl A (PLTR) 0.0 $68k 11k 6.42
Atreca Cl A Com (BCEL) 0.0 $10k 13k 0.80