13F HOLDINGS REPORT
Sand Hill Global Advisors, LLC
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001580642-24-006890
Total Value
$2.37B
Positions
195
Other Managers
0
Confidential Omitted
No
Holdings (195)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 523,528 | $276.2M | 11.65% |
| 2 | ISHARES TR | 464287465 | 2,726,546 | $228.0M | 9.61% |
| 3 | SPDR S&P 500 ETF TR | SPY | 392,321 | $225.1M | 9.49% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 3,021,393 | $144.6M | 6.10% |
| 5 | ISHARES TR | 464287655 | 635,043 | $140.3M | 5.91% |
| 6 | ISHARES TR | 464287507 | 2,191,849 | $136.6M | 5.76% |
| 7 | SPDR SER TR | 78464A854 | 1,654,420 | $111.7M | 4.71% |
| 8 | VANGUARD INDEX FDS | 922908553 | 822,952 | $80.2M | 3.38% |
| 9 | ISHARES TR | 464287226 | 604,086 | $61.2M | 2.58% |
| 10 | ISHARES TR | 464287200 | 100,802 | $58.1M | 2.45% |
| 11 | PIMCO ETF TR | 72201R775 | 533,681 | $50.5M | 2.13% |
| 12 | ISHARES TR | 46429B267 | 1,857,256 | $43.6M | 1.84% |
| 13 | NVIDIA CORPORATION | NVDA | 285,443 | $34.7M | 1.46% |
| 14 | APPLE INC | AAPL | 142,604 | $33.2M | 1.40% |
| 15 | MICROSOFT CORP | MSFT | 66,093 | $28.4M | 1.20% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C847 | 398,342 | $24.5M | 1.03% |
| 17 | ALPHABET INC | GOOG | 131,167 | $21.8M | 0.92% |
| 18 | META PLATFORMS INC | META | 35,954 | $20.6M | 0.87% |
| 19 | AMAZON COM INC | AMZN | 108,458 | $20.2M | 0.85% |
| 20 | ISHARES TR | 46435G425 | 159,675 | $20.1M | 0.85% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 88,047 | $18.6M | 0.78% |
| 22 | VISA INC | V | 62,960 | $17.3M | 0.73% |
| 23 | ISHARES TR | 46434V878 | 339,944 | $17.2M | 0.73% |
| 24 | ISHARES TR | 464287739 | 163,342 | $16.6M | 0.70% |
| 25 | VANGUARD TAX-MANAGED FDS | 921943858 | 303,848 | $16.0M | 0.68% |
| 26 | ISHARES TR | 464287234 | 341,818 | $15.7M | 0.66% |
| 27 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 293,288 | $14.9M | 0.63% |
| 28 | PGIM ETF TR | 69344A107 | 290,682 | $14.5M | 0.61% |
| 29 | ISHARES TR | 464288414 | 122,849 | $13.3M | 0.56% |
| 30 | ISHARES TR | 46435U663 | 298,751 | $12.5M | 0.53% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C102 | 206,140 | $12.2M | 0.51% |
| 32 | SALESFORCE INC | CRM | 40,195 | $11.0M | 0.46% |
| 33 | TJX COS INC NEW | 872540109 | 92,590 | $10.9M | 0.46% |
| 34 | PARKER-HANNIFIN CORP | PH | 16,718 | $10.6M | 0.45% |
| 35 | VEEVA SYS INC | VEEV | 48,820 | $10.2M | 0.43% |
| 36 | ADOBE INC | ADBE | 19,054 | $9.9M | 0.42% |
| 37 | ISHARES TR | 46435G516 | 110,257 | $9.3M | 0.39% |
| 38 | CHEVRON CORP NEW | CVX | 61,996 | $9.1M | 0.38% |
| 39 | JOHNSON & JOHNSON | JNJ | 56,305 | $9.1M | 0.38% |
| 40 | VANGUARD INDEX FDS | 922908751 | 38,273 | $9.1M | 0.38% |
| 41 | PROCTER AND GAMBLE CO | 742718109 | 52,103 | $9.0M | 0.38% |
| 42 | ECOLAB INC | ECL | 34,756 | $8.9M | 0.37% |
| 43 | BLACKROCK INC | BLK | 9,297 | $8.8M | 0.37% |
| 44 | CME GROUP INC | CME | 39,724 | $8.8M | 0.37% |
| 45 | STRYKER CORPORATION | SYK | 23,947 | $8.7M | 0.36% |
| 46 | PIMCO ETF TR | 72201R866 | 162,208 | $8.6M | 0.36% |
| 47 | VANGUARD INDEX FDS | 922908629 | 32,121 | $8.5M | 0.36% |
| 48 | AUTODESK INC | ADSK | 30,196 | $8.3M | 0.35% |
| 49 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 111,128 | $7.8M | 0.33% |
| 50 | ELI LILLY & CO | LLY | 8,628 | $7.6M | 0.32% |
| 51 | HONEYWELL INTL INC | 438516106 | 36,696 | $7.6M | 0.32% |
| 52 | DANAHER CORPORATION | 235851102 | 27,135 | $7.5M | 0.32% |
| 53 | DOORDASH INC | DASH | 52,312 | $7.5M | 0.31% |
| 54 | PALO ALTO NETWORKS INC | PANW | 21,702 | $7.4M | 0.31% |
| 55 | ABBOTT LABS | ABLZF | 64,753 | $7.4M | 0.31% |
| 56 | MONDELEZ INTL INC | 609207105 | 97,653 | $7.2M | 0.30% |
| 57 | VANGUARD INDEX FDS | 922908769 | 25,251 | $7.2M | 0.30% |
| 58 | SPDR S&P MIDCAP 400 ETF TR | MDY | 12,238 | $7.0M | 0.29% |
| 59 | ACCENTURE PLC IRELAND | ACN | 19,614 | $6.9M | 0.29% |
| 60 | WASTE MGMT INC DEL | 94106L109 | 33,391 | $6.9M | 0.29% |
| 61 | DISNEY WALT CO | 254687106 | 69,600 | $6.7M | 0.28% |
| 62 | ISHARES TR | 464288240 | 115,108 | $6.6M | 0.28% |
| 63 | BOOKING HOLDINGS INC | BKNG | 1,522 | $6.4M | 0.27% |
| 64 | AMERICAN ELEC PWR CO INC | 025537101 | 59,168 | $6.1M | 0.26% |
| 65 | NEWMONT CORP | NEMCL | 111,282 | $5.9M | 0.25% |
| 66 | TESLA INC | TSLA | 21,430 | $5.6M | 0.24% |
| 67 | ISHARES INC | 46434G863 | 153,125 | $5.6M | 0.24% |
| 68 | EATON CORP PLC | ETN | 16,685 | $5.5M | 0.23% |
| 69 | PROLOGIS INC. | PLDGP | 40,454 | $5.1M | 0.22% |
| 70 | UNITED PARCEL SERVICE INC | UPS | 37,411 | $5.1M | 0.22% |
| 71 | ADVANCED MICRO DEVICES INC | AMD | 29,097 | $4.8M | 0.20% |
| 72 | ISHARES TR | 46435U549 | 98,107 | $4.8M | 0.20% |
| 73 | ISHARES TR | 464288257 | 39,577 | $4.7M | 0.20% |
| 74 | DIMENSIONAL ETF TRUST | 25434V401 | 75,341 | $4.7M | 0.20% |
| 75 | ZOETIS INC | ZTS | 23,531 | $4.6M | 0.19% |
| 76 | AMERICAN TOWER CORP NEW | 03027X100 | 18,734 | $4.4M | 0.18% |
| 77 | CHENIERE ENERGY INC | LNG | 23,596 | $4.2M | 0.18% |
| 78 | SCHWAB STRATEGIC TR | 808524201 | 54,002 | $3.7M | 0.15% |
| 79 | VANGUARD MUN BD FDS | 922907746 | 68,836 | $3.5M | 0.15% |
| 80 | ISHARES TR | 464287622 | 10,801 | $3.4M | 0.14% |
| 81 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,251 | $3.3M | 0.14% |
| 82 | ISHARES TR | 464287689 | 10,162 | $3.3M | 0.14% |
| 83 | INVESCO QQQ TR | IVZ | 6,779 | $3.3M | 0.14% |
| 84 | COSTCO WHSL CORP NEW | 22160K105 | 3,678 | $3.3M | 0.14% |
| 85 | ALPHABET INC | GOOG | 18,684 | $3.1M | 0.13% |
| 86 | SCHWAB STRATEGIC TR | 808524805 | 65,143 | $2.7M | 0.11% |
| 87 | HOME DEPOT INC | HD | 6,544 | $2.7M | 0.11% |
| 88 | LAUDER ESTEE COS INC | 518439104 | 26,160 | $2.6M | 0.11% |
| 89 | ISHARES TR | 464287648 | 8,836 | $2.5M | 0.11% |
| 90 | SELECT SECTOR SPDR TR | 81369Y209 | 14,843 | $2.3M | 0.10% |
| 91 | VANGUARD INDEX FDS | 922908637 | 8,010 | $2.1M | 0.09% |
| 92 | ISHARES TR | 464287150 | 16,672 | $2.1M | 0.09% |
| 93 | PROGRESSIVE CORP | 743315103 | 7,974 | $2.0M | 0.09% |
| 94 | EXXON MOBIL CORP | XOM | 17,142 | $2.0M | 0.08% |
| 95 | VANGUARD INTL EQUITY INDEX F | 922042775 | 30,269 | $1.9M | 0.08% |
| 96 | VANGUARD SPECIALIZED FUNDS | 921908844 | 8,092 | $1.6M | 0.07% |
| 97 | UNITEDHEALTH GROUP INC | UNH | 2,719 | $1.6M | 0.07% |
| 98 | VANGUARD INDEX FDS | 922908538 | 6,435 | $1.6M | 0.07% |
| 99 | SELECT SECTOR SPDR TR | 81369Y803 | 6,471 | $1.5M | 0.06% |
| 100 | ABBVIE INC | ABBV | 7,261 | $1.4M | 0.06% |
| 101 | ISHARES TR | 464287671 | 10,409 | $1.4M | 0.06% |
| 102 | MASTERCARD INCORPORATED | MA | 2,682 | $1.3M | 0.06% |
| 103 | APPLIED MATLS INC | 038222105 | 6,521 | $1.3M | 0.06% |
| 104 | ARISTA NETWORKS INC | ANET | 3,250 | $1.2M | 0.05% |
| 105 | ISHARES TR | 464287614 | 2,878 | $1.1M | 0.05% |
| 106 | ISHARES TR | 464287101 | 3,822 | $1.1M | 0.04% |
| 107 | UBER TECHNOLOGIES INC | UBER | 13,701 | $1.0M | 0.04% |
| 108 | VANGUARD SCOTTSDALE FDS | 92206C706 | 16,291 | $984,303 | 0.04% |
| 109 | ISHARES TR | 464287663 | 10,247 | $978,486 | 0.04% |
| 110 | ISHARES INC | 46434G103 | 16,949 | $973,024 | 0.04% |
| 111 | SCHWAB STRATEGIC TR | 808524706 | 32,718 | $954,711 | 0.04% |
| 112 | NU HLDGS LTD | NU | 65,292 | $891,236 | 0.04% |
| 113 | SCHWAB STRATEGIC TR | 808524797 | 9,967 | $842,511 | 0.04% |
| 114 | ORACLE CORP | ORCL-PD | 4,929 | $839,838 | 0.04% |
| 115 | AFLAC INC | AFL | 7,427 | $830,339 | 0.04% |
| 116 | LOWES COS INC | 548661107 | 3,047 | $825,280 | 0.03% |
| 117 | SPDR GOLD TR | GLD | 3,386 | $823,001 | 0.03% |
| 118 | ISHARES TR | 46436E718 | 8,123 | $818,149 | 0.03% |
| 119 | NETFLIX INC | NFLX | 1,147 | $813,533 | 0.03% |
| 120 | INTERNATIONAL BUSINESS MACHS | INTR | 3,263 | $721,384 | 0.03% |
| 121 | ISHARES TR | 46432F842 | 9,078 | $708,545 | 0.03% |
| 122 | DOLLAR GEN CORP NEW | 256677105 | 8,367 | $707,597 | 0.03% |
| 123 | SCHWAB STRATEGIC TR | 808524888 | 18,062 | $695,929 | 0.03% |
| 124 | CISCO SYS INC | CSCO | 12,809 | $681,695 | 0.03% |
| 125 | MCDONALDS CORP | MCD | 2,191 | $667,181 | 0.03% |
| 126 | BILL HOLDINGS INC | BILL | 12,608 | $665,198 | 0.03% |
| 127 | AUTOMATIC DATA PROCESSING IN | ADP | 2,323 | $642,844 | 0.03% |
| 128 | UNION PAC CORP | UNP | 2,574 | $634,440 | 0.03% |
| 129 | INTUIT | INTU | 1,010 | $627,210 | 0.03% |
| 130 | PEPSICO INC | PEP | 3,683 | $626,294 | 0.03% |
| 131 | ISHARES TR | 464287879 | 5,670 | $610,432 | 0.03% |
| 132 | SCHWAB STRATEGIC TR | 808524771 | 8,456 | $606,807 | 0.03% |
| 133 | COCA COLA CO | KO | 8,129 | $584,150 | 0.02% |
| 134 | AMERICAN EXPRESS CO | AXP | 2,095 | $568,164 | 0.02% |
| 135 | SPDR SER TR | 78468R853 | 12,030 | $547,485 | 0.02% |
| 136 | BROADCOM INC | AVGO | 3,156 | $544,410 | 0.02% |
| 137 | ISHARES TR | 464287598 | 2,795 | $530,491 | 0.02% |
| 138 | HERCULES CAPITAL INC | HCXY | 26,752 | $525,409 | 0.02% |
| 139 | DIMENSIONAL ETF TRUST | 25434V609 | 9,359 | $520,641 | 0.02% |
| 140 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 8,251 | $491,017 | 0.02% |
| 141 | DIMENSIONAL ETF TRUST | 25434V708 | 13,782 | $472,585 | 0.02% |
| 142 | VANGUARD INDEX FDS | 922908595 | 1,754 | $468,967 | 0.02% |
| 143 | MERCK & CO INC | MRK | 4,036 | $458,372 | 0.02% |
| 144 | BANK MONTREAL QUE | 063671101 | 4,702 | $424,120 | 0.02% |
| 145 | NUSHARES ETF TR | NU | 11,970 | $402,823 | 0.02% |
| 146 | RTX CORPORATION | RTX | 3,265 | $395,587 | 0.02% |
| 147 | SHOPIFY INC | SHOP | 4,914 | $393,808 | 0.02% |
| 148 | LINDE PLC | LIN | 821 | $391,502 | 0.02% |
| 149 | 3M CO | MMM | 2,853 | $390,005 | 0.02% |
| 150 | ISHARES TR | 464288273 | 5,623 | $380,688 | 0.02% |
| 151 | WELLS FARGO CO NEW | 949746101 | 6,718 | $379,500 | 0.02% |
| 152 | SCHWAB CHARLES CORP | SCHW-PJ | 5,748 | $372,528 | 0.02% |
| 153 | ISHARES TR | 464288802 | 3,038 | $365,728 | 0.02% |
| 154 | S&P GLOBAL INC | SPGI | 692 | $357,501 | 0.02% |
| 155 | PALANTIR TECHNOLOGIES INC | PLTR | 9,463 | $352,024 | 0.01% |
| 156 | GE AEROSPACE | 369604301 | 1,849 | $348,684 | 0.01% |
| 157 | ISHARES TR | 464288281 | 3,571 | $334,174 | 0.01% |
| 158 | ISHARES GOLD TR | IAU | 6,457 | $320,913 | 0.01% |
| 159 | INVESCO ACTVELY MNGD ETC FD | IVZ | 23,747 | $318,922 | 0.01% |
| 160 | KKR & CO INC | KKRT | 2,431 | $317,440 | 0.01% |
| 161 | MAPLEBEAR INC | CART | 7,665 | $312,272 | 0.01% |
| 162 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,934 | $307,025 | 0.01% |
| 163 | TEXAS INSTRS INC | 882508104 | 1,462 | $302,005 | 0.01% |
| 164 | CATERPILLAR INC | CAT | 772 | $301,945 | 0.01% |
| 165 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,722 | $299,060 | 0.01% |
| 166 | VANGUARD BD INDEX FDS | 921937819 | 3,806 | $298,276 | 0.01% |
| 167 | FAIR ISAAC CORP | FICO | 153 | $297,359 | 0.01% |
| 168 | MARTIN MARIETTA MATLS INC | 573284106 | 552 | $297,114 | 0.01% |
| 169 | ISHARES TR | 464287804 | 2,533 | $296,267 | 0.01% |
| 170 | TARGET CORP | TGT | 1,847 | $287,873 | 0.01% |
| 171 | BRUKER CORP | BRKRP | 4,012 | $277,069 | 0.01% |
| 172 | VANGUARD BD INDEX FDS | 921937835 | 3,664 | $275,190 | 0.01% |
| 173 | FIRST TR LRGE CP CORE ALPHA | 33734K109 | 2,615 | $272,402 | 0.01% |
| 174 | JACOBS SOLUTIONS INC | J | 2,042 | $267,298 | 0.01% |
| 175 | SYNOPSYS INC | SNPS | 502 | $254,208 | 0.01% |
| 176 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,985 | $247,946 | 0.01% |
| 177 | NEW YORK TIMES CO | NYT | 4,417 | $245,894 | 0.01% |
| 178 | ALIGN TECHNOLOGY INC | ALGN | 943 | $239,824 | 0.01% |
| 179 | VANGUARD WORLD FD | 92204A702 | 407 | $238,714 | 0.01% |
| 180 | THERMO FISHER SCIENTIFIC INC | TMO | 377 | $233,201 | 0.01% |
| 181 | AMGEN INC | AMGN | 707 | $227,802 | 0.01% |
| 182 | SCHWAB STRATEGIC TR | 808524763 | 3,780 | $225,147 | 0.01% |
| 183 | HOLOGIC INC | HOLX | 2,745 | $223,608 | 0.01% |
| 184 | ISHARES TR | 464287168 | 1,647 | $222,460 | 0.01% |
| 185 | ISHARES TR | 464288646 | 4,221 | $222,278 | 0.01% |
| 186 | PROSHARES TR | 74348A467 | 2,082 | $222,274 | 0.01% |
| 187 | REALTY INCOME CORP | O | 3,482 | $220,828 | 0.01% |
| 188 | STARBUCKS CORP | SBUX | 2,264 | $220,708 | 0.01% |
| 189 | NOVO-NORDISK A S | NONOF | 1,830 | $217,898 | 0.01% |
| 190 | PHILIP MORRIS INTL INC | 718172109 | 1,780 | $216,092 | 0.01% |
| 191 | VANGUARD STAR FDS | 921909768 | 3,336 | $215,982 | 0.01% |
| 192 | CONOCOPHILLIPS | COP | 2,019 | $212,537 | 0.01% |
| 193 | SYSCO CORP | SYY | 2,661 | $207,718 | 0.01% |
| 194 | FASTENAL CO | FAST | 2,869 | $204,904 | 0.01% |
| 195 | EXPENSIFY INC | EXFY | 27,189 | $53,290 | 0.00% |