Sand Hill Advisors

Sand Hill Global Advisors as of June 30, 2024

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 189 positions in its portfolio as reported in the June 2024 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) 11.8 $261M 521k 500.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.9 $217M 399k 544.22
Ishares Tr Msci Eafe Etf (EFA) 9.6 $211M 2.7M 78.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $130M 3.0M 43.76
Ishares Tr Russell 2000 Etf (IWM) 5.8 $128M 632k 202.89
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $127M 2.2M 58.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.7 $104M 1.6M 64.00
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $67M 804k 83.76
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $58M 598k 97.07
Ishares Tr Core S&p500 Etf (IVV) 2.5 $55M 101k 547.23
Pimco Etf Tr Active Bd Etf (BOND) 2.2 $48M 523k 91.08
Ishares Tr Us Treas Bd Etf (GOVT) 1.9 $41M 1.8M 22.57
NVIDIA Corporation (NVDA) 1.6 $35M 281k 123.54
Apple (AAPL) 1.4 $31M 146k 210.62
Microsoft Corporation (MSFT) 1.4 $30M 67k 446.95
Alphabet Cap Stk Cl A (GOOGL) 1.1 $24M 131k 182.15
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $22M 381k 57.68
Amazon (AMZN) 1.0 $21M 109k 193.25
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $19M 158k 119.32
JPMorgan Chase & Co. (JPM) 0.8 $18M 91k 202.26
Meta Platforms Cl A (META) 0.8 $18M 36k 504.22
Visa Com Cl A (V) 0.8 $17M 63k 262.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $15M 311k 49.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $15M 347k 42.59
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $14M 164k 87.74
Ishares Tr National Mun Etf (MUB) 0.6 $14M 131k 106.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $12M 208k 57.99
Ishares Tr Esg Aware Msci (ESML) 0.5 $11M 296k 38.50
Adobe Systems Incorporated (ADBE) 0.5 $11M 19k 555.54
Ishares Tr Blackrock Ultra (ICSH) 0.5 $11M 208k 50.53
TJX Companies (TJX) 0.5 $10M 95k 110.10
salesforce (CRM) 0.5 $10M 40k 257.10
Chevron Corporation (CVX) 0.4 $9.7M 62k 156.42
Veeva Sys Cl A Com (VEEV) 0.4 $8.9M 49k 183.01
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $8.9M 171k 52.06
Vanguard Index Fds Small Cp Etf (VB) 0.4 $8.9M 41k 218.04
Parker-Hannifin Corporation (PH) 0.4 $8.7M 17k 505.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $8.6M 109k 78.78
Procter & Gamble Company (PG) 0.4 $8.6M 52k 164.92
Ecolab (ECL) 0.4 $8.5M 36k 238.00
Johnson & Johnson (JNJ) 0.4 $8.3M 57k 146.16
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $8.2M 163k 50.47
Stryker Corporation (SYK) 0.4 $8.2M 24k 340.25
Cme (CME) 0.4 $8.0M 40k 196.60
Honeywell International (HON) 0.4 $7.8M 37k 213.54
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $7.8M 32k 242.10
Eli Lilly & Co. (LLY) 0.3 $7.7M 8.5k 905.39
Autodesk (ADSK) 0.3 $7.5M 30k 247.45
BlackRock 0.3 $7.4M 9.4k 787.36
Palo Alto Networks (PANW) 0.3 $7.3M 22k 339.01
Waste Management (WM) 0.3 $7.2M 34k 213.34
Abbott Laboratories (ABT) 0.3 $7.0M 68k 103.91
Walt Disney Company (DIS) 0.3 $6.9M 69k 99.29
Danaher Corporation (DHR) 0.3 $6.8M 27k 249.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $6.8M 25k 267.51
Zoom Video Communications In Cl A (ZM) 0.3 $6.6M 111k 59.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.6M 12k 535.10
Boeing Company (BA) 0.3 $6.6M 36k 182.01
Mondelez Intl Cl A (MDLZ) 0.3 $6.5M 100k 65.44
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $6.2M 116k 53.13
Booking Holdings (BKNG) 0.3 $6.1M 1.5k 3961.57
Doordash Cl A (DASH) 0.3 $5.8M 53k 108.78
American Electric Power Company (AEP) 0.2 $5.3M 60k 87.74
United Parcel Service CL B (UPS) 0.2 $5.2M 38k 136.85
Ishares Esg Awr Msci Em (ESGE) 0.2 $5.0M 150k 33.53
Newmont Mining Corporation (NEM) 0.2 $4.7M 113k 41.87
Advanced Micro Devices (AMD) 0.2 $4.6M 28k 162.21
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $4.6M 98k 46.61
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.5M 40k 112.40
Prologis (PLD) 0.2 $4.4M 40k 112.31
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $4.4M 75k 58.85
Tesla Motors (TSLA) 0.2 $4.3M 22k 197.88
Cheniere Energy Com New (LNG) 0.2 $4.2M 24k 174.83
Constellation Brands Cl A (STZ) 0.2 $4.0M 16k 257.29
Zoetis Cl A (ZTS) 0.2 $4.0M 23k 173.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.7M 20k 183.42
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.7M 15k 249.62
American Tower Reit (AMT) 0.2 $3.6M 18k 194.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.5M 54k 64.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.5M 69k 50.11
Costco Wholesale Corporation (COST) 0.2 $3.4M 4.0k 850.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.2M 6.8k 479.09
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.2M 11k 297.55
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.1M 10k 308.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.0M 7.3k 406.80
Lauder Estee Cos Cl A (EL) 0.1 $2.8M 27k 106.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.5M 65k 38.42
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.3M 7.6k 303.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.3M 8.6k 262.53
Home Depot (HD) 0.1 $2.2M 6.5k 344.21
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.2M 22k 100.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.2M 15k 145.75
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.0M 17k 118.78
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 115.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.9M 32k 58.64
Progressive Corporation (PGR) 0.1 $1.6M 7.8k 207.71
Applied Materials (AMAT) 0.1 $1.5M 6.5k 235.99
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.5M 21k 72.64
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.5M 8.1k 182.56
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.5M 12k 127.48
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.5M 6.4k 229.57
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M 6.5k 226.22
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.3M 5.9k 215.01
UnitedHealth (UNH) 0.1 $1.2M 2.4k 509.29
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.7k 441.13
Arista Networks 0.1 $1.1M 3.3k 350.48
Dollar General (DG) 0.1 $1.1M 8.4k 132.23
Abbvie (ABBV) 0.0 $1.1M 6.4k 171.52
Uber Technologies (UBER) 0.0 $1.1M 15k 72.68
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $1.0M 12k 88.13
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.0M 3.8k 264.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $978k 17k 58.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $959k 2.6k 364.51
Nu Hldgs Ord Shs Cl A (NU) 0.0 $938k 73k 12.89
Ishares Core Msci Emkt (IEMG) 0.0 $907k 17k 53.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $872k 33k 26.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $806k 10k 77.76
Netflix (NFLX) 0.0 $748k 1.1k 674.88
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $713k 7.8k 91.78
Oracle Corporation (ORCL) 0.0 $699k 4.9k 141.19
Vanguard World Inf Tech Etf (VGT) 0.0 $673k 1.2k 576.59
Bill Com Holdings Ord (BILL) 0.0 $663k 13k 52.62
AFLAC Incorporated (AFL) 0.0 $663k 7.4k 89.31
Intuit (INTU) 0.0 $659k 1.0k 657.21
Lowe's Companies (LOW) 0.0 $648k 2.9k 220.46
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $643k 18k 35.58
Cisco Systems (CSCO) 0.0 $589k 12k 47.51
Pepsi (PEP) 0.0 $589k 3.6k 164.93
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $566k 8.5k 66.98
Hercules Technology Growth Capital (HTGC) 0.0 $556k 27k 20.45
Union Pacific Corporation (UNP) 0.0 $554k 2.4k 226.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $552k 5.7k 97.27
McDonald's Corporation (MCD) 0.0 $540k 2.1k 254.84
Automatic Data Processing (ADP) 0.0 $539k 2.3k 238.69
International Business Machines (IBM) 0.0 $530k 3.1k 172.95
Merck & Co (MRK) 0.0 $504k 4.1k 123.81
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $500k 12k 41.53
Coca-Cola Company (KO) 0.0 $499k 7.8k 63.65
American Express Company (AXP) 0.0 $491k 2.1k 231.55
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $490k 9.5k 51.87
Broadcom (AVGO) 0.0 $474k 295.00 1605.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $452k 2.6k 174.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $449k 1.8k 250.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $444k 14k 32.24
Charles Schwab Corporation (SCHW) 0.0 $424k 5.7k 73.69
Wells Fargo & Company (WFC) 0.0 $399k 6.7k 59.39
Bank Of Montreal Cadcom (BMO) 0.0 $394k 4.7k 83.85
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $373k 12k 31.13
Linde SHS (LIN) 0.0 $367k 836.00 438.81
Raytheon Technologies Corp (RTX) 0.0 $352k 3.5k 100.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $347k 5.6k 61.64
Ge Aerospace Com New (GE) 0.0 $345k 2.2k 158.97
Vanguard World Health Car Etf (VHT) 0.0 $344k 1.3k 266.00
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $328k 2.9k 112.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $328k 4.6k 72.05
Shopify Cl A (SHOP) 0.0 $312k 4.7k 66.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $299k 1.7k 173.81
Martin Marietta Materials (MLM) 0.0 $299k 552.00 541.80
Synopsys (SNPS) 0.0 $299k 502.00 595.06
S&p Global (SPGI) 0.0 $295k 662.00 446.00
3M Company (MMM) 0.0 $292k 2.9k 102.19
Jacobs Engineering Group (J) 0.0 $285k 2.0k 139.71
Ishares Gold Tr Ishares New (IAU) 0.0 $284k 6.5k 43.93
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $281k 2.9k 96.99
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $276k 3.1k 88.48
Caterpillar (CAT) 0.0 $272k 816.00 333.10
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $270k 2.5k 106.66
Novo-nordisk A S Adr (NVO) 0.0 $265k 1.9k 142.74
Select Sector Spdr Tr Financial (XLF) 0.0 $264k 6.4k 41.11
Bruker Corporation (BRKR) 0.0 $256k 4.0k 63.81
Kkr & Co (KKR) 0.0 $256k 2.4k 105.24
Texas Instruments Incorporated (TXN) 0.0 $254k 1.3k 194.53
Target Corporation (TGT) 0.0 $252k 1.7k 148.04
Realty Income (O) 0.0 $247k 4.7k 52.82
Bristol Myers Squibb (BMY) 0.0 $246k 5.9k 41.53
Apollo Global Mgmt (APO) 0.0 $234k 2.0k 118.07
Align Technology (ALGN) 0.0 $228k 943.00 241.43
New York Times Cl A (NYT) 0.0 $226k 4.4k 51.21
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $226k 3.0k 74.89
ConocoPhillips (COP) 0.0 $226k 2.0k 114.37
Palantir Technologies Cl A (PLTR) 0.0 $219k 8.6k 25.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $216k 4.2k 51.24
Vanguard World Consum Dis Etf (VCR) 0.0 $209k 669.00 312.33
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $208k 3.8k 54.91
Amgen (AMGN) 0.0 $204k 653.00 312.45
Hologic (HOLX) 0.0 $204k 2.7k 74.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $201k 3.3k 60.30
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $200k 2.1k 96.13
Expensify Com Cl A (EXFY) 0.0 $41k 27k 1.49