Sand Hill Advisors

Sand Hill Global Advisors as of Dec. 31, 2023

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 161 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.4 $237M 543k 436.80
Ishares Tr Msci Eafe Etf (EFA) 9.7 $202M 2.7M 75.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.7 $201M 423k 475.31
Ishares Tr Russell 2000 Etf (IWM) 6.1 $126M 630k 200.71
Ishares Tr Core S&p Mcp Etf (IJH) 5.9 $123M 443k 277.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $120M 2.9M 41.10
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.1 $84M 1.5M 55.90
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.6 $75M 1.2M 61.53
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $66M 744k 88.36
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $57M 573k 99.25
Ishares Tr Core S&p500 Etf (IVV) 2.4 $49M 103k 477.63
Ishares Tr National Mun Etf (MUB) 1.5 $31M 284k 108.41
Apple (AAPL) 1.4 $30M 153k 192.53
Microsoft Corporation (MSFT) 1.1 $24M 63k 376.04
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $23M 1.0M 23.04
Alphabet Cap Stk Cl A (GOOGL) 1.0 $22M 154k 139.69
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $18M 234k 76.38
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $17M 165k 104.92
Amazon (AMZN) 0.8 $17M 114k 151.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $17M 71k 241.77
Visa Com Cl A (V) 0.8 $16M 62k 260.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $16M 339k 47.90
NVIDIA Corporation (NVDA) 0.8 $16M 32k 495.22
JPMorgan Chase & Co. (JPM) 0.8 $16M 92k 170.10
Meta Platforms Cl A (META) 0.7 $15M 42k 353.96
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $15M 256k 58.33
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $15M 160k 91.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $15M 362k 40.21
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.7 $14M 260k 52.80
Adobe Systems Incorporated (ADBE) 0.6 $12M 20k 596.60
Ishares Tr Esg Aware Msci (ESML) 0.5 $11M 298k 38.01
Waste Management (WM) 0.5 $11M 60k 179.10
salesforce (CRM) 0.5 $10M 39k 263.14
Ishares Tr Blackrock Ultra (ICSH) 0.5 $10M 200k 50.36
Boeing Company (BA) 0.5 $9.8M 38k 260.66
Cme (CME) 0.5 $9.5M 45k 210.60
TJX Companies (TJX) 0.4 $9.3M 99k 93.81
Chevron Corporation (CVX) 0.4 $9.2M 62k 149.16
Johnson & Johnson (JNJ) 0.4 $9.2M 59k 156.74
Parker-Hannifin Corporation (PH) 0.4 $8.9M 19k 460.69
Procter & Gamble Company (PG) 0.4 $8.2M 56k 146.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $8.2M 109k 75.54
Vanguard Index Fds Small Cp Etf (VB) 0.4 $8.0M 38k 213.33
BlackRock (BLK) 0.4 $8.0M 9.8k 811.83
Stryker Corporation (SYK) 0.4 $7.9M 27k 299.45
Honeywell International (HON) 0.4 $7.7M 37k 209.71
Abbott Laboratories (ABT) 0.4 $7.6M 69k 110.07
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $7.6M 33k 232.64
Ecolab (ECL) 0.4 $7.5M 38k 198.35
Mondelez Intl Cl A (MDLZ) 0.4 $7.5M 103k 72.43
Autodesk (ADSK) 0.3 $7.2M 30k 243.48
Danaher Corporation (DHR) 0.3 $7.1M 31k 231.34
Palo Alto Networks (PANW) 0.3 $6.3M 21k 294.88
United Parcel Service CL B (UPS) 0.3 $6.3M 40k 157.23
CVS Caremark Corporation (CVS) 0.3 $6.2M 78k 78.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.0M 12k 507.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $5.9M 116k 51.05
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $5.9M 116k 51.04
Tesla Motors (TSLA) 0.3 $5.8M 23k 248.48
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $5.8M 116k 50.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.6M 24k 237.22
Booking Holdings (BKNG) 0.3 $5.6M 1.6k 3547.22
Walt Disney Company (DIS) 0.3 $5.4M 60k 90.29
Doordash Cl A (DASH) 0.2 $4.9M 49k 98.89
American Electric Power Company (AEP) 0.2 $4.9M 60k 81.22
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.7M 146k 32.06
Newmont Mining Corporation (NEM) 0.2 $4.6M 112k 41.39
Zoetis Cl A (ZTS) 0.2 $4.6M 23k 197.37
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $4.6M 46k 98.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $4.4M 74k 59.32
Hershey Company (HSY) 0.2 $4.3M 23k 186.44
Keysight Technologies (KEYS) 0.2 $4.3M 27k 159.09
Cheniere Energy Com New (LNG) 0.2 $4.0M 23k 170.71
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.0M 39k 101.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $3.9M 16k 252.22
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.9M 76k 51.83
Constellation Brands Cl A (STZ) 0.2 $3.8M 16k 241.75
American Tower Reit (AMT) 0.2 $3.3M 15k 215.88
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.1M 11k 273.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.1M 54k 56.40
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.0M 12k 262.25
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.9M 8.1k 350.91
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $2.6M 165k 15.57
Costco Wholesale Corporation (COST) 0.1 $2.5M 3.8k 660.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.4M 64k 36.96
Home Depot (HD) 0.1 $2.3M 6.7k 346.52
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.3M 48k 47.74
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.2M 24k 92.45
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.1M 15k 140.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.0M 15k 136.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.9M 5.3k 356.69
UnitedHealth (UNH) 0.1 $1.5M 2.9k 526.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.5M 29k 51.27
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M 7.0k 192.47
Progressive Corporation (PGR) 0.1 $1.2M 7.8k 159.28
Dollar General (DG) 0.1 $1.1M 8.4k 135.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 6.6k 170.41
Exxon Mobil Corporation (XOM) 0.1 $1.1M 11k 99.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 19k 56.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $944k 11k 89.06
Ishares Tr S&p 100 Etf (OEF) 0.0 $919k 4.1k 223.39
Hercules Technology Growth Capital (HTGC) 0.0 $906k 54k 16.67
Abbvie (ABBV) 0.0 $905k 5.8k 154.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $814k 2.7k 303.17
Vanguard Index Fds Large Cap Etf (VV) 0.0 $805k 3.7k 218.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $771k 31k 24.79
Arista Networks (ANET) 0.0 $765k 3.3k 235.51
Oracle Corporation (ORCL) 0.0 $733k 6.9k 105.42
Cisco Systems (CSCO) 0.0 $708k 14k 50.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $708k 6.7k 105.43
McDonald's Corporation (MCD) 0.0 $686k 2.3k 296.48
AFLAC Incorporated (AFL) 0.0 $649k 7.9k 82.50
Pepsi (PEP) 0.0 $646k 3.8k 169.84
Uber Technologies (UBER) 0.0 $646k 11k 61.57
Lowe's Companies (LOW) 0.0 $643k 2.9k 222.55
Intuit (INTU) 0.0 $638k 1.0k 625.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $630k 18k 34.89
Union Pacific Corporation (UNP) 0.0 $604k 2.5k 245.59
Mastercard Incorporated Cl A (MA) 0.0 $573k 1.3k 426.62
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $566k 13k 42.18
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $558k 42k 13.30
Shopify Cl A (SHOP) 0.0 $530k 6.8k 77.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $527k 10k 52.33
Spdr Gold Tr Gold Shs (GLD) 0.0 $524k 2.7k 191.17
Automatic Data Processing (ADP) 0.0 $499k 2.1k 232.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $473k 2.9k 165.25
Starbucks Corporation (SBUX) 0.0 $438k 4.6k 96.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $436k 5.9k 73.55
International Business Machines (IBM) 0.0 $429k 2.6k 163.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $417k 14k 29.23
Charles Schwab Corporation (SCHW) 0.0 $396k 5.7k 68.80
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $381k 13k 29.42
Merck & Co (MRK) 0.0 $366k 3.4k 109.01
Wells Fargo & Company (WFC) 0.0 $362k 7.4k 49.22
Linde SHS (LIN) 0.0 $357k 870.00 410.71
Raytheon Technologies Corp (RTX) 0.0 $354k 4.2k 84.14
Coca-Cola Company (KO) 0.0 $333k 5.7k 58.93
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $313k 3.1k 100.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $312k 762.00 409.39
Bristol Myers Squibb (BMY) 0.0 $308k 6.0k 51.31
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $295k 11k 26.51
Bruker Corporation (BRKR) 0.0 $295k 4.0k 73.48
S&p Global (SPGI) 0.0 $293k 666.00 440.52
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $276k 5.2k 53.35
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $275k 3.0k 90.16
Jacobs Engineering Group (J) 0.0 $265k 2.0k 129.80
Synopsys (SNPS) 0.0 $263k 511.00 514.91
Texas Instruments Incorporated (TXN) 0.0 $261k 1.5k 170.46
Five9 (FIVN) 0.0 $254k 3.2k 78.69
Kkr & Co (KKR) 0.0 $252k 3.0k 82.85
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $246k 11k 22.26
Cloudflare Cl A Com (NET) 0.0 $245k 2.9k 83.26
Target Corporation (TGT) 0.0 $235k 1.7k 142.42
American Express Company (AXP) 0.0 $235k 1.3k 187.34
ConocoPhillips (COP) 0.0 $230k 2.0k 116.06
New York Times Cl A (NYT) 0.0 $216k 4.4k 48.99
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $215k 1.4k 155.37
Snowflake Cl A (SNOW) 0.0 $209k 1.0k 199.00
Soundhound Ai Class A Com (SOUN) 0.0 $103k 49k 2.12
Nu Hldgs Ord Shs Cl A (NU) 0.0 $96k 12k 8.33
Expensify Com Cl A (EXFY) 0.0 $67k 27k 2.47