13F HOLDINGS REPORT
Sand Hill Global Advisors, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001580642-24-004504
Total Value
$2.20B
Positions
189
Other Managers
0
Confidential Omitted
No
Holdings (189)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 520,994 | $260.6M | 11.83% |
| 2 | SPDR S&P 500 ETF TR | SPY | 399,154 | $217.2M | 9.86% |
| 3 | ISHARES TR | 464287465 | 2,691,896 | $210.9M | 9.58% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 2,980,873 | $130.4M | 5.92% |
| 5 | ISHARES TR | 464287655 | 631,942 | $128.2M | 5.82% |
| 6 | ISHARES TR | 464287507 | 2,164,888 | $126.7M | 5.75% |
| 7 | SPDR SER TR | 78464A854 | 1,627,226 | $104.1M | 4.73% |
| 8 | VANGUARD INDEX FDS | 922908553 | 804,436 | $67.4M | 3.06% |
| 9 | ISHARES TR | 464287226 | 597,537 | $58.0M | 2.63% |
| 10 | ISHARES TR | 464287200 | 100,789 | $55.2M | 2.50% |
| 11 | PIMCO ETF TR | 72201R775 | 522,944 | $47.6M | 2.16% |
| 12 | ISHARES TR | 46429B267 | 1,808,982 | $40.8M | 1.85% |
| 13 | NVIDIA CORPORATION | NVDA | 280,944 | $34.7M | 1.58% |
| 14 | APPLE INC | AAPL | 146,090 | $30.8M | 1.40% |
| 15 | MICROSOFT CORP | MSFT | 66,694 | $29.8M | 1.35% |
| 16 | ALPHABET INC | GOOG | 131,309 | $23.9M | 1.09% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C847 | 380,828 | $22.0M | 1.00% |
| 18 | AMAZON COM INC | AMZN | 108,459 | $21.0M | 0.95% |
| 19 | ISHARES TR | 46435G425 | 158,065 | $18.9M | 0.86% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 91,048 | $18.4M | 0.84% |
| 21 | META PLATFORMS INC | META | 35,903 | $18.1M | 0.82% |
| 22 | VISA INC | V | 63,203 | $16.6M | 0.75% |
| 23 | VANGUARD TAX-MANAGED FDS | 921943858 | 311,324 | $15.4M | 0.70% |
| 24 | ISHARES TR | 464287234 | 346,636 | $14.8M | 0.67% |
| 25 | ISHARES TR | 464287739 | 163,694 | $14.4M | 0.65% |
| 26 | ISHARES TR | 464288414 | 130,573 | $13.9M | 0.63% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C102 | 208,310 | $12.1M | 0.55% |
| 28 | ISHARES TR | 46435U663 | 295,534 | $11.4M | 0.52% |
| 29 | ADOBE INC | ADBE | 19,112 | $10.6M | 0.48% |
| 30 | ISHARES TR | 46434V878 | 208,143 | $10.5M | 0.48% |
| 31 | TJX COS INC NEW | 872540109 | 94,716 | $10.4M | 0.47% |
| 32 | SALESFORCE INC | CRM | 39,951 | $10.3M | 0.47% |
| 33 | CHEVRON CORP NEW | CVX | 61,792 | $9.7M | 0.44% |
| 34 | VEEVA SYS INC | VEEV | 48,820 | $8.9M | 0.41% |
| 35 | PIMCO ETF TR | 72201R866 | 170,947 | $8.9M | 0.40% |
| 36 | VANGUARD INDEX FDS | 922908751 | 40,714 | $8.9M | 0.40% |
| 37 | PARKER-HANNIFIN CORP | PH | 17,230 | $8.7M | 0.40% |
| 38 | ISHARES TR | 46435G516 | 108,814 | $8.6M | 0.39% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 51,859 | $8.6M | 0.39% |
| 40 | ECOLAB INC | ECL | 35,620 | $8.5M | 0.38% |
| 41 | JOHNSON & JOHNSON | JNJ | 56,801 | $8.3M | 0.38% |
| 42 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 162,881 | $8.2M | 0.37% |
| 43 | STRYKER CORPORATION | SYK | 24,041 | $8.2M | 0.37% |
| 44 | CME GROUP INC | CME | 40,438 | $8.0M | 0.36% |
| 45 | HONEYWELL INTL INC | 438516106 | 36,584 | $7.8M | 0.35% |
| 46 | VANGUARD INDEX FDS | 922908629 | 32,135 | $7.8M | 0.35% |
| 47 | ELI LILLY & CO | LLY | 8,461 | $7.7M | 0.35% |
| 48 | AUTODESK INC | ADSK | 30,130 | $7.5M | 0.34% |
| 49 | BLACKROCK INC | BLK | 9,368 | $7.4M | 0.33% |
| 50 | PALO ALTO NETWORKS INC | PANW | 21,562 | $7.3M | 0.33% |
| 51 | WASTE MGMT INC DEL | 94106L109 | 33,649 | $7.2M | 0.33% |
| 52 | ABBOTT LABS | ABLZF | 67,648 | $7.0M | 0.32% |
| 53 | DISNEY WALT CO | 254687106 | 69,103 | $6.9M | 0.31% |
| 54 | DANAHER CORPORATION | 235851102 | 27,410 | $6.8M | 0.31% |
| 55 | VANGUARD INDEX FDS | 922908769 | 25,341 | $6.8M | 0.31% |
| 56 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 111,128 | $6.6M | 0.30% |
| 57 | SPDR S&P MIDCAP 400 ETF TR | MDY | 12,283 | $6.6M | 0.30% |
| 58 | BOEING CO | BA-PA | 36,032 | $6.6M | 0.30% |
| 59 | MONDELEZ INTL INC | 609207105 | 99,836 | $6.5M | 0.30% |
| 60 | ISHARES TR | 464288240 | 116,045 | $6.2M | 0.28% |
| 61 | BOOKING HOLDINGS INC | BKNG | 1,536 | $6.1M | 0.28% |
| 62 | DOORDASH INC | DASH | 53,112 | $5.8M | 0.26% |
| 63 | AMERICAN ELEC PWR CO INC | 025537101 | 60,286 | $5.3M | 0.24% |
| 64 | UNITED PARCEL SERVICE INC | UPS | 38,036 | $5.2M | 0.24% |
| 65 | ISHARES INC | 46434G863 | 149,776 | $5.0M | 0.23% |
| 66 | NEWMONT CORP | NEMCL | 112,845 | $4.7M | 0.21% |
| 67 | ADVANCED MICRO DEVICES INC | AMD | 28,390 | $4.6M | 0.21% |
| 68 | ISHARES TR | 46435U549 | 98,105 | $4.6M | 0.21% |
| 69 | ISHARES TR | 464288257 | 39,889 | $4.5M | 0.20% |
| 70 | PROLOGIS INC. | PLDGP | 39,567 | $4.4M | 0.20% |
| 71 | DIMENSIONAL ETF TRUST | 25434V401 | 75,341 | $4.4M | 0.20% |
| 72 | TESLA INC | TSLA | 21,930 | $4.3M | 0.20% |
| 73 | CHENIERE ENERGY INC | LNG | 23,985 | $4.2M | 0.19% |
| 74 | CONSTELLATION BRANDS INC | STZ | 15,659 | $4.0M | 0.18% |
| 75 | ZOETIS INC | ZTS | 23,228 | $4.0M | 0.18% |
| 76 | ALPHABET INC | GOOG | 20,097 | $3.7M | 0.17% |
| 77 | VANGUARD INDEX FDS | 922908637 | 14,629 | $3.7M | 0.17% |
| 78 | AMERICAN TOWER CORP NEW | 03027X100 | 18,268 | $3.6M | 0.16% |
| 79 | SCHWAB STRATEGIC TR | 808524201 | 54,002 | $3.5M | 0.16% |
| 80 | VANGUARD MUN BD FDS | 922907746 | 69,132 | $3.5M | 0.16% |
| 81 | COSTCO WHSL CORP NEW | 22160K105 | 4,020 | $3.4M | 0.16% |
| 82 | INVESCO QQQ TR | IVZ | 6,779 | $3.2M | 0.15% |
| 83 | ISHARES TR | 464287622 | 10,640 | $3.2M | 0.14% |
| 84 | ISHARES TR | 464287689 | 10,161 | $3.1M | 0.14% |
| 85 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,308 | $3.0M | 0.14% |
| 86 | LAUDER ESTEE COS INC | 518439104 | 26,621 | $2.8M | 0.13% |
| 87 | SCHWAB STRATEGIC TR | 808524805 | 65,143 | $2.5M | 0.11% |
| 88 | ACCENTURE PLC IRELAND | ACN | 7,593 | $2.3M | 0.10% |
| 89 | ISHARES TR | 464287648 | 8,617 | $2.3M | 0.10% |
| 90 | HOME DEPOT INC | HD | 6,525 | $2.2M | 0.10% |
| 91 | ISHARES TR | 46436E718 | 21,562 | $2.2M | 0.10% |
| 92 | SELECT SECTOR SPDR TR | 81369Y209 | 14,843 | $2.2M | 0.10% |
| 93 | ISHARES TR | 464287150 | 17,159 | $2.0M | 0.09% |
| 94 | EXXON MOBIL CORP | XOM | 17,190 | $2.0M | 0.09% |
| 95 | VANGUARD INTL EQUITY INDEX F | 922042775 | 32,024 | $1.9M | 0.09% |
| 96 | PROGRESSIVE CORP | 743315103 | 7,837 | $1.6M | 0.07% |
| 97 | APPLIED MATLS INC | 038222105 | 6,521 | $1.5M | 0.07% |
| 98 | ISHARES TR | 46432F842 | 20,589 | $1.5M | 0.07% |
| 99 | VANGUARD SPECIALIZED FUNDS | 921908844 | 8,142 | $1.5M | 0.07% |
| 100 | ISHARES TR | 464287671 | 11,600 | $1.5M | 0.07% |
| 101 | VANGUARD INDEX FDS | 922908538 | 6,434 | $1.5M | 0.07% |
| 102 | SELECT SECTOR SPDR TR | 81369Y803 | 6,471 | $1.5M | 0.07% |
| 103 | SPDR GOLD TR | GLD | 5,909 | $1.3M | 0.06% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 2,410 | $1.2M | 0.06% |
| 105 | MASTERCARD INCORPORATED | MA | 2,691 | $1.2M | 0.05% |
| 106 | ARISTA NETWORKS INC | ANET | 3,250 | $1.1M | 0.05% |
| 107 | DOLLAR GEN CORP NEW | 256677105 | 8,367 | $1.1M | 0.05% |
| 108 | ABBVIE INC | ABBV | 6,379 | $1.1M | 0.05% |
| 109 | UBER TECHNOLOGIES INC | UBER | 14,901 | $1.1M | 0.05% |
| 110 | ISHARES TR | 464287663 | 11,604 | $1.0M | 0.05% |
| 111 | ISHARES TR | 464287101 | 3,822 | $1.0M | 0.05% |
| 112 | VANGUARD SCOTTSDALE FDS | 92206C706 | 16,803 | $978,444 | 0.04% |
| 113 | ISHARES TR | 464287614 | 2,630 | $958,661 | 0.04% |
| 114 | NU HLDGS LTD | NU | 72,792 | $938,289 | 0.04% |
| 115 | ISHARES INC | 46434G103 | 16,948 | $907,233 | 0.04% |
| 116 | SCHWAB STRATEGIC TR | 808524706 | 32,813 | $871,513 | 0.04% |
| 117 | SCHWAB STRATEGIC TR | 808524797 | 10,362 | $805,749 | 0.04% |
| 118 | NETFLIX INC | NFLX | 1,109 | $748,442 | 0.03% |
| 119 | ISHARES TR | 464287432 | 7,765 | $712,672 | 0.03% |
| 120 | ORACLE CORP | ORCL-PD | 4,948 | $698,604 | 0.03% |
| 121 | VANGUARD WORLD FD | 92204A702 | 1,167 | $672,881 | 0.03% |
| 122 | BILL HOLDINGS INC | BILL | 12,608 | $663,433 | 0.03% |
| 123 | AFLAC INC | AFL | 7,427 | $663,305 | 0.03% |
| 124 | INTUIT | INTU | 1,003 | $659,182 | 0.03% |
| 125 | LOWES COS INC | 548661107 | 2,937 | $647,491 | 0.03% |
| 126 | SCHWAB STRATEGIC TR | 808524888 | 18,062 | $642,646 | 0.03% |
| 127 | CISCO SYS INC | CSCO | 12,403 | $589,267 | 0.03% |
| 128 | PEPSICO INC | PEP | 3,569 | $588,635 | 0.03% |
| 129 | SCHWAB STRATEGIC TR | 808524771 | 8,456 | $566,387 | 0.03% |
| 130 | HERCULES CAPITAL INC | HCXY | 27,188 | $555,995 | 0.03% |
| 131 | UNION PAC CORP | UNP | 2,447 | $553,658 | 0.03% |
| 132 | ISHARES TR | 464287879 | 5,670 | $551,521 | 0.03% |
| 133 | MCDONALDS CORP | MCD | 2,120 | $540,261 | 0.02% |
| 134 | AUTOMATIC DATA PROCESSING IN | ADP | 2,258 | $538,962 | 0.02% |
| 135 | INTERNATIONAL BUSINESS MACHS | INTR | 3,065 | $530,092 | 0.02% |
| 136 | MERCK & CO INC | MRK | 4,069 | $503,790 | 0.02% |
| 137 | SPDR SER TR | 78468R853 | 12,030 | $499,606 | 0.02% |
| 138 | COCA COLA CO | KO | 7,841 | $499,080 | 0.02% |
| 139 | AMERICAN EXPRESS CO | AXP | 2,120 | $490,886 | 0.02% |
| 140 | DIMENSIONAL ETF TRUST | 25434V609 | 9,450 | $490,172 | 0.02% |
| 141 | BROADCOM INC | AVGO | 295 | $473,631 | 0.02% |
| 142 | ISHARES TR | 464287598 | 2,592 | $452,226 | 0.02% |
| 143 | VANGUARD INDEX FDS | 922908595 | 1,793 | $448,483 | 0.02% |
| 144 | DIMENSIONAL ETF TRUST | 25434V708 | 13,782 | $444,332 | 0.02% |
| 145 | SCHWAB CHARLES CORP | SCHW-PJ | 5,748 | $423,570 | 0.02% |
| 146 | WELLS FARGO CO NEW | 949746101 | 6,718 | $398,982 | 0.02% |
| 147 | BANK MONTREAL QUE | 063671101 | 4,702 | $394,263 | 0.02% |
| 148 | NUSHARES ETF TR | NU | 11,970 | $372,626 | 0.02% |
| 149 | LINDE PLC | LIN | 836 | $366,845 | 0.02% |
| 150 | RTX CORPORATION | RTX | 3,507 | $352,068 | 0.02% |
| 151 | ISHARES TR | 464288273 | 5,623 | $346,612 | 0.02% |
| 152 | GE AEROSPACE | 369604301 | 2,167 | $344,488 | 0.02% |
| 153 | VANGUARD WORLD FD | 92204A504 | 1,294 | $344,204 | 0.02% |
| 154 | ISHARES TR | 464288802 | 2,922 | $328,387 | 0.01% |
| 155 | VANGUARD BD INDEX FDS | 921937835 | 4,556 | $328,247 | 0.01% |
| 156 | SHOPIFY INC | SHOP | 4,725 | $312,086 | 0.01% |
| 157 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,722 | $299,301 | 0.01% |
| 158 | MARTIN MARIETTA MATLS INC | 573284106 | 552 | $299,074 | 0.01% |
| 159 | SYNOPSYS INC | SNPS | 502 | $298,720 | 0.01% |
| 160 | S&P GLOBAL INC | SPGI | 662 | $295,252 | 0.01% |
| 161 | 3M CO | MMM | 2,853 | $291,548 | 0.01% |
| 162 | JACOBS SOLUTIONS INC | J | 2,042 | $285,288 | 0.01% |
| 163 | ISHARES GOLD TR | IAU | 6,457 | $283,656 | 0.01% |
| 164 | FIRST TR LRGE CP CORE ALPHA | 33734K109 | 2,896 | $280,883 | 0.01% |
| 165 | ISHARES TR | 464288281 | 3,122 | $276,235 | 0.01% |
| 166 | CATERPILLAR INC | CAT | 816 | $271,810 | 0.01% |
| 167 | ISHARES TR | 464287804 | 2,533 | $270,176 | 0.01% |
| 168 | NOVO-NORDISK A S | NONOF | 1,855 | $264,783 | 0.01% |
| 169 | SELECT SECTOR SPDR TR | 81369Y605 | 6,411 | $263,556 | 0.01% |
| 170 | BRUKER CORP | BRKRP | 4,012 | $256,006 | 0.01% |
| 171 | KKR & CO INC | KKRT | 2,431 | $255,838 | 0.01% |
| 172 | TEXAS INSTRS INC | 882508104 | 1,303 | $253,473 | 0.01% |
| 173 | TARGET CORP | TGT | 1,699 | $251,520 | 0.01% |
| 174 | REALTY INCOME CORP | O | 4,682 | $247,303 | 0.01% |
| 175 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,934 | $246,439 | 0.01% |
| 176 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,985 | $234,369 | 0.01% |
| 177 | ALIGN TECHNOLOGY INC | ALGN | 943 | $227,668 | 0.01% |
| 178 | NEW YORK TIMES CO | NYT | 4,417 | $226,195 | 0.01% |
| 179 | VANGUARD BD INDEX FDS | 921937819 | 3,017 | $225,943 | 0.01% |
| 180 | CONOCOPHILLIPS | COP | 1,972 | $225,532 | 0.01% |
| 181 | PALANTIR TECHNOLOGIES INC | PLTR | 8,648 | $219,054 | 0.01% |
| 182 | ISHARES TR | 464288646 | 4,221 | $216,284 | 0.01% |
| 183 | VANGUARD WORLD FD | 92204A108 | 669 | $208,949 | 0.01% |
| 184 | SCHWAB STRATEGIC TR | 808524763 | 3,780 | $207,572 | 0.01% |
| 185 | AMGEN INC | AMGN | 653 | $204,030 | 0.01% |
| 186 | HOLOGIC INC | HOLX | 2,745 | $203,816 | 0.01% |
| 187 | VANGUARD STAR FDS | 921909768 | 3,326 | $200,545 | 0.01% |
| 188 | PROSHARES TR | 74348A467 | 2,082 | $200,143 | 0.01% |
| 189 | EXPENSIFY INC | EXFY | 27,189 | $40,512 | 0.00% |