Sand Hill Advisors

Sand Hill Global Advisors as of March 31, 2023

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 155 positions in its portfolio as reported in the March 2023 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) 14.0 $261M 636k 409.39
Ishares Tr Msci Eafe Etf (EFA) 10.2 $191M 2.7M 71.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $135M 360k 376.07
Ishares Tr Core S&p Mcp Etf (IJH) 5.9 $110M 441k 250.16
Ishares Tr Core S&p Us Vlu (IUSV) 5.9 $110M 1.5M 73.78
Ishares Tr Russell 2000 Etf (IWM) 5.7 $106M 597k 178.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.2 $97M 2.4M 40.40
Vanguard Index Fds Real Estate Etf (VNQ) 3.7 $68M 820k 83.04
Ishares Tr Shrt Nat Mun Etf (SUB) 3.4 $63M 599k 104.68
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.9 $54M 824k 65.51
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $48M 483k 99.64
Ishares Tr Core S&p500 Etf (IVV) 1.8 $33M 80k 411.08
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $30M 391k 76.74
Apple (AAPL) 1.4 $27M 162k 164.90
Microsoft Corporation (MSFT) 1.0 $19M 66k 288.30
Alphabet Cap Stk Cl A (GOOGL) 0.9 $17M 160k 103.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $16M 270k 58.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $15M 337k 45.17
Visa Com Cl A (V) 0.8 $15M 66k 225.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $14M 341k 39.46
Ishares Tr Blackrock Ultra (ICSH) 0.7 $13M 253k 50.25
NVIDIA Corporation (NVDA) 0.7 $13M 45k 277.77
Amazon (AMZN) 0.7 $12M 120k 103.29
JPMorgan Chase & Co. (JPM) 0.7 $12M 93k 130.31
Booking Holdings (BKNG) 0.6 $12M 4.6k 2652.41
Waste Management (WM) 0.6 $12M 71k 163.17
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $10M 203k 50.32
Chevron Corporation (CVX) 0.5 $9.9M 61k 163.16
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $9.7M 107k 90.45
Ishares Tr Esg Aware Msci (ESML) 0.5 $9.7M 284k 33.99
Johnson & Johnson (JNJ) 0.5 $8.9M 57k 155.00
Cme (CME) 0.5 $8.6M 45k 191.52
Adobe Systems Incorporated (ADBE) 0.4 $8.4M 22k 385.37
Procter & Gamble Company (PG) 0.4 $8.3M 56k 148.69
Parker-Hannifin Corporation (PH) 0.4 $8.2M 24k 336.10
salesforce (CRM) 0.4 $8.2M 41k 199.78
TJX Companies (TJX) 0.4 $8.1M 104k 78.36
Boeing Company (BA) 0.4 $8.1M 38k 212.43
United Parcel Service CL B (UPS) 0.4 $8.0M 41k 193.99
Abbott Laboratories (ABT) 0.4 $8.0M 79k 101.26
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $7.9M 110k 71.84
Chubb (CB) 0.4 $7.8M 40k 194.18
Danaher Corporation (DHR) 0.4 $7.7M 30k 252.04
Stryker Corporation (SYK) 0.4 $7.6M 27k 285.47
Mondelez Intl Cl A (MDLZ) 0.4 $7.3M 105k 69.72
Honeywell International (HON) 0.4 $7.0M 37k 191.12
Ecolab (ECL) 0.4 $6.6M 40k 165.53
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $6.6M 31k 210.92
BlackRock (BLK) 0.4 $6.5M 9.8k 669.13
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $6.5M 192k 34.07
Hershey Company (HSY) 0.3 $6.4M 25k 254.41
Meta Platforms Cl A (META) 0.3 $6.2M 29k 211.94
Walt Disney Company (DIS) 0.3 $6.0M 60k 100.13
Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.8M 31k 189.56
CVS Caremark Corporation (CVS) 0.3 $5.7M 76k 74.31
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.4M 12k 458.43
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $5.0M 102k 48.77
Ishares Tr National Mun Etf (MUB) 0.3 $4.8M 45k 107.74
Tesla Motors (TSLA) 0.3 $4.7M 23k 207.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.5M 22k 204.10
Albemarle Corporation (ALB) 0.2 $4.4M 20k 221.04
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.3M 136k 31.48
Keysight Technologies (KEYS) 0.2 $4.2M 26k 161.48
SYSCO Corporation (SYY) 0.2 $4.1M 53k 77.23
Zoetis Cl A (ZTS) 0.2 $3.8M 23k 166.44
Cheniere Energy Com New (LNG) 0.2 $3.6M 23k 157.60
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.4M 77k 44.43
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $3.3M 167k 19.78
Constellation Brands Cl A (STZ) 0.2 $3.3M 15k 225.90
American Tower Reit (AMT) 0.2 $3.2M 16k 204.34
Doordash Cl A (DASH) 0.2 $3.1M 49k 63.56
Abbvie (ABBV) 0.2 $3.0M 19k 159.37
Ishares Tr Russell 3000 Etf (IWV) 0.2 $2.9M 12k 235.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.7M 56k 48.37
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.5M 11k 225.23
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.4M 8.3k 285.81
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $2.3M 11k 216.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.2M 64k 34.80
Costco Wholesale Corporation (COST) 0.1 $2.0M 4.1k 496.89
Home Depot (HD) 0.1 $2.0M 6.8k 295.10
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.0M 7.8k 249.44
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.9M 21k 91.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.9M 15k 129.46
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $1.9M 28k 67.87
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.8M 18k 104.00
Dollar General (DG) 0.1 $1.8M 8.4k 210.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.7M 16k 106.37
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.6M 6.9k 226.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M 4.8k 308.80
UnitedHealth (UNH) 0.1 $1.4M 3.0k 472.61
Cisco Systems (CSCO) 0.1 $1.3M 25k 52.27
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $1.3M 24k 52.26
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M 8.1k 151.00
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $1.1M 32k 35.41
Progressive Corporation (PGR) 0.1 $1.1M 7.8k 143.06
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.1M 44k 24.79
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 6.9k 154.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.1M 20k 53.47
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.0M 5.4k 187.04
Vanguard Index Fds Value Etf (VTV) 0.1 $975k 7.1k 138.11
Fiserv (FI) 0.0 $790k 7.0k 113.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $758k 31k 24.52
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $741k 22k 33.71
Exxon Mobil Corporation (XOM) 0.0 $709k 6.5k 109.66
Hercules Technology Growth Capital (HTGC) 0.0 $701k 54k 12.89
Vanguard Index Fds Large Cap Etf (VV) 0.0 $689k 3.7k 186.81
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $677k 14k 48.06
Pepsi (PEP) 0.0 $673k 3.7k 182.30
McDonald's Corporation (MCD) 0.0 $610k 2.2k 279.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $598k 2.4k 244.33
Oracle Corporation (ORCL) 0.0 $595k 6.4k 92.91
Arista Networks (ANET) 0.0 $566k 3.4k 167.86
Union Pacific Corporation (UNP) 0.0 $536k 2.7k 201.24
Intuit (INTU) 0.0 $535k 1.2k 445.83
Spdr Gold Tr Gold Shs (GLD) 0.0 $533k 2.9k 183.22
AFLAC Incorporated (AFL) 0.0 $521k 8.1k 64.52
Spdr Ser Tr S&p 600 Sml Cap 0.0 $507k 6.0k 84.03
Automatic Data Processing (ADP) 0.0 $491k 2.2k 222.63
Raytheon Technologies Corp (RTX) 0.0 $483k 4.9k 97.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $469k 3.1k 152.28
Bristol Myers Squibb (BMY) 0.0 $458k 6.6k 69.31
Mastercard Incorporated Cl A (MA) 0.0 $456k 1.3k 363.51
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $448k 10k 44.50
International Business Machines (IBM) 0.0 $427k 3.3k 131.09
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $427k 3.1k 137.04
Merck & Co (MRK) 0.0 $415k 3.9k 106.38
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $411k 4.8k 86.28
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $402k 14k 28.12
Uber Technologies (UBER) 0.0 $395k 13k 31.70
Coca-Cola Company (KO) 0.0 $391k 6.3k 62.03
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $390k 15k 25.48
Starbucks Corporation (SBUX) 0.0 $376k 3.6k 104.14
Charles Schwab Corporation (SCHW) 0.0 $357k 6.8k 52.38
Lowe's Companies (LOW) 0.0 $343k 1.7k 199.97
Target Corporation (TGT) 0.0 $335k 2.0k 165.63
Pfizer (PFE) 0.0 $332k 8.1k 40.80
Nike CL B (NKE) 0.0 $319k 2.6k 122.62
Linde SHS (LIN) 0.0 $316k 889.00 355.44
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $304k 3.5k 87.78
Shopify Cl A (SHOP) 0.0 $291k 6.1k 47.94
Texas Instruments Incorporated (TXN) 0.0 $289k 1.6k 186.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $286k 890.00 321.09
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $279k 3.5k 80.50
Wells Fargo & Company (WFC) 0.0 $251k 6.7k 37.38
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $251k 11k 22.35
Jacobs Engineering Group (J) 0.0 $240k 2.0k 117.51
Five9 (FIVN) 0.0 $233k 3.2k 72.29
3M Company (MMM) 0.0 $223k 2.1k 105.11
Expensify Com Cl A (EXFY) 0.0 $222k 27k 8.15
Hologic (HOLX) 0.0 $222k 2.7k 80.70
Realty Income (O) 0.0 $221k 3.5k 63.32
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $205k 6.6k 31.22
Synopsys (SNPS) 0.0 $203k 526.00 386.25
Soundhound Ai Class A Com (SOUN) 0.0 $134k 49k 2.76
Atreca Cl A Com (BCEL) 0.0 $14k 13k 1.14