Sand Hill Advisors

Sand Hill Global Advisors as of March 31, 2024

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 162 positions in its portfolio as reported in the March 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 $249M 517k 480.70
Ishares Tr Msci Eafe Etf (EFA) 10.3 $216M 2.7M 79.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.0 $211M 404k 523.07
Ishares Tr Core S&p Mcp Etf (IJH) 6.2 $131M 2.1M 60.74
Ishares Tr Russell 2000 Etf (IWM) 6.2 $130M 617k 210.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $124M 3.0M 41.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.5 $96M 1.6M 61.53
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $67M 778k 86.48
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $62M 630k 97.94
Ishares Tr Core S&p500 Etf (IVV) 2.6 $54M 103k 525.73
Pimco Etf Tr Active Bd Etf (BOND) 1.7 $37M 400k 91.86
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $29M 1.3M 22.77
Microsoft Corporation (MSFT) 1.3 $27M 65k 420.72
NVIDIA Corporation (NVDA) 1.2 $26M 28k 903.55
Apple (AAPL) 1.2 $25M 145k 171.48
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.1 $23M 391k 59.24
Alphabet Cap Stk Cl A (GOOGL) 1.1 $23M 152k 150.93
Amazon (AMZN) 0.9 $19M 106k 180.38
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $18M 157k 114.96
JPMorgan Chase & Co. (JPM) 0.8 $18M 88k 200.30
Meta Platforms Cl A (META) 0.8 $17M 35k 485.58
Visa Com Cl A (V) 0.8 $17M 60k 279.08
Ishares Tr National Mun Etf (MUB) 0.8 $17M 153k 107.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $16M 327k 50.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $15M 259k 58.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $14M 348k 41.08
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $14M 157k 89.90
Ishares Tr Blackrock Ultra (ICSH) 0.6 $14M 271k 50.56
Waste Management (WM) 0.6 $12M 57k 213.15
Ishares Tr Esg Aware Msci (ESML) 0.6 $12M 297k 40.27
salesforce (CRM) 0.5 $11M 37k 301.18
Parker-Hannifin Corporation (PH) 0.5 $10M 18k 555.77
Chevron Corporation (CVX) 0.5 $9.7M 62k 157.74
TJX Companies (TJX) 0.5 $9.7M 96k 101.42
Adobe Systems Incorporated (ADBE) 0.5 $9.5M 19k 504.60
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $9.1M 173k 52.47
Johnson & Johnson (JNJ) 0.4 $8.9M 57k 158.19
Stryker Corporation (SYK) 0.4 $8.8M 25k 357.87
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $8.8M 110k 79.91
Cme (CME) 0.4 $8.7M 40k 215.29
Procter & Gamble Company (PG) 0.4 $8.6M 53k 162.25
Ecolab (ECL) 0.4 $8.4M 36k 230.90
Walt Disney Company (DIS) 0.4 $8.3M 68k 122.36
Vanguard Index Fds Small Cp Etf (VB) 0.4 $8.3M 36k 228.59
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $8.1M 33k 249.86
Autodesk (ADSK) 0.4 $7.7M 30k 260.42
Abbott Laboratories (ABT) 0.4 $7.7M 68k 113.66
BlackRock (BLK) 0.4 $7.7M 9.3k 833.74
Honeywell International (HON) 0.4 $7.5M 37k 205.25
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $7.5M 148k 50.45
Boeing Company (BA) 0.3 $7.3M 38k 192.99
Mondelez Intl Cl A (MDLZ) 0.3 $7.0M 100k 70.00
Danaher Corporation (DHR) 0.3 $6.9M 28k 249.72
Doordash Cl A (DASH) 0.3 $6.8M 49k 137.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.6M 12k 556.42
CVS Caremark Corporation (CVS) 0.3 $6.2M 78k 79.76
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $6.2M 116k 53.39
Palo Alto Networks (PANW) 0.3 $6.1M 21k 284.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $6.0M 23k 259.90
United Parcel Service CL B (UPS) 0.3 $5.7M 38k 148.63
Booking Holdings (BKNG) 0.3 $5.6M 1.5k 3627.91
American Electric Power Company (AEP) 0.2 $5.2M 60k 86.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $4.9M 97k 50.60
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.8M 149k 32.23
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $4.7M 99k 47.06
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.3M 39k 110.13
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $4.3M 75k 56.98
Constellation Brands Cl A (STZ) 0.2 $4.3M 16k 271.76
Keysight Technologies (KEYS) 0.2 $4.2M 27k 156.38
Lauder Estee Cos Cl A (EL) 0.2 $4.1M 26k 154.15
Newmont Mining Corporation (NEM) 0.2 $4.1M 113k 35.84
Tesla Motors (TSLA) 0.2 $4.0M 23k 175.79
Zoetis Cl A (ZTS) 0.2 $3.9M 23k 169.21
Cheniere Energy Com New (LNG) 0.2 $3.8M 24k 161.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.4M 54k 62.06
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.2M 11k 288.04
Ishares Tr Russell 3000 Etf (IWV) 0.2 $3.2M 11k 300.09
American Tower Reit (AMT) 0.1 $3.0M 15k 197.60
Costco Wholesale Corporation (COST) 0.1 $2.9M 4.0k 732.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.6M 7.6k 346.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.5M 65k 39.02
Home Depot (HD) 0.1 $2.4M 6.4k 383.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.3M 15k 152.26
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.2M 8.1k 270.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.2M 15k 147.73
Exxon Mobil Corporation (XOM) 0.1 $2.0M 18k 116.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.9M 4.5k 420.56
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.7M 29k 58.55
Progressive Corporation (PGR) 0.1 $1.6M 7.8k 206.82
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.5M 8.3k 182.62
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M 6.5k 208.26
Dollar General (DG) 0.1 $1.3M 8.4k 156.06
Applied Materials (AMAT) 0.1 $1.3M 6.3k 206.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.3M 2.9k 443.98
UnitedHealth (UNH) 0.1 $1.2M 2.4k 494.68
Abbvie (ABBV) 0.1 $1.2M 6.5k 182.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.1M 19k 58.65
Hercules Technology Growth Capital (HTGC) 0.0 $1.0M 54k 18.45
Ishares Tr S&p 100 Etf (OEF) 0.0 $950k 3.8k 247.41
Arista Networks (ANET) 0.0 $942k 3.3k 289.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $889k 2.6k 337.05
Vanguard Index Fds Large Cap Etf (VV) 0.0 $885k 3.7k 239.76
Oracle Corporation (ORCL) 0.0 $796k 6.3k 125.60
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $786k 31k 25.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $741k 7.8k 94.62
Lowe's Companies (LOW) 0.0 $721k 2.8k 254.73
AFLAC Incorporated (AFL) 0.0 $675k 7.9k 85.86
Cisco Systems (CSCO) 0.0 $661k 13k 49.91
Intuit (INTU) 0.0 $655k 1.0k 650.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $647k 18k 35.80
Mastercard Incorporated Cl A (MA) 0.0 $645k 1.3k 481.69
Pepsi (PEP) 0.0 $634k 3.6k 175.01
Union Pacific Corporation (UNP) 0.0 $605k 2.5k 245.93
McDonald's Corporation (MCD) 0.0 $598k 2.1k 281.95
Spdr Gold Tr Gold Shs (GLD) 0.0 $564k 2.7k 205.72
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $535k 6.0k 89.67
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $533k 12k 43.04
Automatic Data Processing (ADP) 0.0 $522k 2.1k 249.74
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $514k 9.5k 54.43
International Business Machines (IBM) 0.0 $501k 2.6k 190.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $485k 2.7k 179.11
Uber Technologies (UBER) 0.0 $456k 5.9k 76.99
Merck & Co (MRK) 0.0 $447k 3.4k 131.97
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $440k 14k 31.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $424k 1.6k 260.71
Charles Schwab Corporation (SCHW) 0.0 $416k 5.7k 72.34
Coca-Cola Company (KO) 0.0 $415k 6.8k 61.18
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $413k 30k 13.87
Linde SHS (LIN) 0.0 $399k 860.00 464.32
Wells Fargo & Company (WFC) 0.0 $389k 6.7k 57.96
Bruker Corporation (BRKR) 0.0 $377k 4.0k 93.94
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $372k 12k 31.07
Shopify Cl A (SHOP) 0.0 $365k 4.7k 77.17
Raytheon Technologies Corp (RTX) 0.0 $358k 3.7k 97.53
Bristol Myers Squibb (BMY) 0.0 $326k 6.0k 54.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $319k 6.2k 51.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $319k 2.9k 109.18
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $314k 11k 28.23
Jacobs Engineering Group (J) 0.0 $314k 2.0k 153.73
3M Company (MMM) 0.0 $307k 2.9k 106.07
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $298k 3.0k 99.24
Target Corporation (TGT) 0.0 $294k 1.7k 177.21
Synopsys (SNPS) 0.0 $289k 505.00 571.50
S&p Global (SPGI) 0.0 $283k 666.00 425.45
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $275k 20k 13.98
American Express Company (AXP) 0.0 $273k 1.2k 227.69
ConocoPhillips (COP) 0.0 $251k 2.0k 127.27
Kkr & Co (KKR) 0.0 $249k 2.5k 100.58
Starbucks Corporation (SBUX) 0.0 $248k 2.7k 91.39
Texas Instruments Incorporated (TXN) 0.0 $245k 1.4k 174.21
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $242k 3.2k 75.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $240k 3.3k 72.63
Caterpillar (CAT) 0.0 $239k 651.00 366.43
Apollo Global Mgmt (APO) 0.0 $223k 2.0k 112.45
Vanguard World Inf Tech Etf (VGT) 0.0 $218k 416.00 524.34
Hologic (HOLX) 0.0 $214k 2.7k 77.96
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $211k 2.1k 101.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $210k 1.5k 136.05
Fastenal Company (FAST) 0.0 $203k 2.6k 77.14
Five9 (FIVN) 0.0 $200k 3.2k 62.11
Nu Hldgs Ord Shs Cl A (NU) 0.0 $138k 12k 11.93
Expensify Com Cl A (EXFY) 0.0 $50k 27k 1.84