13F HOLDINGS REPORT
Sand Hill Global Advisors, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001580642-25-000976
Total Value
$2.36B
Positions
188
Other Managers
0
Confidential Omitted
No
Holdings (188)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 486,952 | $262.4M | 11.10% |
| 2 | SPDR S&P 500 ETF TR | SPY | 372,011 | $218.0M | 9.23% |
| 3 | ISHARES TR | 464287465 | 2,729,642 | $206.4M | 8.74% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 3,199,964 | $140.9M | 5.96% |
| 5 | ISHARES TR | 464287655 | 633,928 | $140.1M | 5.93% |
| 6 | ISHARES TR | 464287507 | 2,199,537 | $137.1M | 5.80% |
| 7 | SPDR SER TR | 78464A854 | 1,663,681 | $114.7M | 4.85% |
| 8 | VANGUARD INDEX FDS | 922908553 | 836,245 | $74.5M | 3.15% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 414,311 | $72.6M | 3.07% |
| 10 | ISHARES TR | 464287226 | 660,319 | $64.0M | 2.71% |
| 11 | ISHARES TR | 464287200 | 101,150 | $59.5M | 2.52% |
| 12 | PIMCO ETF TR | 72201R775 | 527,443 | $47.7M | 2.02% |
| 13 | NVIDIA CORPORATION | NVDA | 267,026 | $35.9M | 1.52% |
| 14 | ISHARES TR | 46429B267 | 1,558,773 | $35.8M | 1.52% |
| 15 | APPLE INC | AAPL | 142,539 | $35.7M | 1.51% |
| 16 | MICROSOFT CORP | MSFT | 64,960 | $27.4M | 1.16% |
| 17 | ALPHABET INC | GOOG | 127,361 | $24.1M | 1.02% |
| 18 | AMAZON COM INC | AMZN | 105,138 | $23.1M | 0.98% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C847 | 396,090 | $21.9M | 0.93% |
| 20 | ISHARES TR | 46435G425 | 168,668 | $21.7M | 0.92% |
| 21 | META PLATFORMS INC | META | 35,254 | $20.6M | 0.87% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 85,676 | $20.5M | 0.87% |
| 23 | VISA INC | V | 51,258 | $16.2M | 0.69% |
| 24 | VANGUARD TAX-MANAGED FDS | 921943858 | 329,818 | $15.8M | 0.67% |
| 25 | ISHARES TR | 46434V878 | 303,882 | $15.3M | 0.65% |
| 26 | ISHARES TR | 464287739 | 153,288 | $14.3M | 0.60% |
| 27 | ISHARES TR | 464288414 | 128,687 | $13.7M | 0.58% |
| 28 | SALESFORCE INC | CRM | 39,004 | $13.0M | 0.55% |
| 29 | ISHARES TR | 46435U663 | 305,678 | $12.9M | 0.54% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C102 | 214,246 | $12.5M | 0.53% |
| 31 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 230,745 | $11.6M | 0.49% |
| 32 | PGIM ETF TR | 69344A107 | 231,837 | $11.5M | 0.49% |
| 33 | TJX COS INC NEW | 872540109 | 89,441 | $10.8M | 0.46% |
| 34 | VEEVA SYS INC | VEEV | 48,820 | $10.3M | 0.43% |
| 35 | PARKER-HANNIFIN CORP | PH | 16,068 | $10.2M | 0.43% |
| 36 | ZOOM COMMUNICATIONS INC | ZM | 123,610 | $10.1M | 0.43% |
| 37 | BLACKROCK INC | BLK | 9,148 | $9.4M | 0.40% |
| 38 | VANGUARD INDEX FDS | 922908751 | 37,532 | $9.0M | 0.38% |
| 39 | CME GROUP INC | CME | 38,726 | $9.0M | 0.38% |
| 40 | ISHARES TR | 46435G516 | 117,156 | $8.9M | 0.38% |
| 41 | CHEVRON CORP NEW | CVX | 60,905 | $8.8M | 0.37% |
| 42 | DOORDASH INC | DASH | 52,212 | $8.8M | 0.37% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 52,036 | $8.7M | 0.37% |
| 44 | AUTODESK INC | ADSK | 29,202 | $8.6M | 0.37% |
| 45 | STRYKER CORPORATION | SYK | 23,534 | $8.5M | 0.36% |
| 46 | ADOBE INC | ADBE | 18,582 | $8.3M | 0.35% |
| 47 | TESLA INC | TSLA | 20,018 | $8.1M | 0.34% |
| 48 | HONEYWELL INTL INC | 438516106 | 35,534 | $8.0M | 0.34% |
| 49 | PIMCO ETF TR | 72201R866 | 152,137 | $7.9M | 0.33% |
| 50 | ECOLAB INC | ECL | 33,499 | $7.8M | 0.33% |
| 51 | PALO ALTO NETWORKS INC | PANW | 42,709 | $7.8M | 0.33% |
| 52 | JOHNSON & JOHNSON | JNJ | 52,193 | $7.5M | 0.32% |
| 53 | VANGUARD INDEX FDS | 922908769 | 24,920 | $7.2M | 0.31% |
| 54 | BOOKING HOLDINGS INC | BKNG | 1,451 | $7.2M | 0.31% |
| 55 | ABBOTT LABS | ABLZF | 63,355 | $7.2M | 0.30% |
| 56 | DISNEY WALT CO | 254687106 | 64,208 | $7.1M | 0.30% |
| 57 | SPDR S&P MIDCAP 400 ETF TR | MDY | 12,221 | $7.0M | 0.29% |
| 58 | ACCENTURE PLC IRELAND | ACN | 19,742 | $6.9M | 0.29% |
| 59 | ELI LILLY & CO | LLY | 8,568 | $6.6M | 0.28% |
| 60 | WASTE MGMT INC DEL | 94106L109 | 32,408 | $6.5M | 0.28% |
| 61 | ISHARES TR | 464288240 | 115,173 | $6.0M | 0.25% |
| 62 | DANAHER CORPORATION | 235851102 | 25,993 | $6.0M | 0.25% |
| 63 | ISHARES TR | 464287234 | 139,396 | $5.8M | 0.25% |
| 64 | MONDELEZ INTL INC | 609207105 | 93,695 | $5.6M | 0.24% |
| 65 | EATON CORP PLC | ETN | 16,744 | $5.6M | 0.24% |
| 66 | AMERICAN ELEC PWR CO INC | 025537101 | 58,900 | $5.4M | 0.23% |
| 67 | CHENIERE ENERGY INC | LNG | 23,436 | $5.0M | 0.21% |
| 68 | INTUIT | INTU | 7,665 | $4.8M | 0.20% |
| 69 | ISHARES TR | 46435U549 | 102,019 | $4.7M | 0.20% |
| 70 | ISHARES TR | 464288257 | 39,577 | $4.7M | 0.20% |
| 71 | PROLOGIS INC. | PLDGP | 39,291 | $4.2M | 0.18% |
| 72 | UNITED PARCEL SERVICE INC | UPS | 32,396 | $4.1M | 0.17% |
| 73 | SCHWAB STRATEGIC TR | 808524201 | 165,881 | $3.8M | 0.16% |
| 74 | DIMENSIONAL ETF TRUST | 25434V401 | 59,872 | $3.8M | 0.16% |
| 75 | ISHARES INC | 46434G863 | 112,199 | $3.7M | 0.16% |
| 76 | VANGUARD MUN BD FDS | 922907746 | 71,318 | $3.6M | 0.15% |
| 77 | INVESCO QQQ TR | IVZ | 6,941 | $3.5M | 0.15% |
| 78 | ALPHABET INC | GOOG | 18,207 | $3.5M | 0.15% |
| 79 | ISHARES TR | 464287622 | 10,742 | $3.5M | 0.15% |
| 80 | VANGUARD SCOTTSDALE FDS | 92206C706 | 58,606 | $3.4M | 0.14% |
| 81 | COSTCO WHSL CORP NEW | 22160K105 | 3,678 | $3.4M | 0.14% |
| 82 | DOXIMITY INC | DOCS | 63,013 | $3.4M | 0.14% |
| 83 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,388 | $3.3M | 0.14% |
| 84 | ISHARES TR | 464287689 | 9,931 | $3.3M | 0.14% |
| 85 | NEWMONT CORP | NEMCL | 81,802 | $3.0M | 0.13% |
| 86 | ZOETIS INC | ZTS | 18,065 | $2.9M | 0.12% |
| 87 | ISHARES TR | 464287648 | 8,724 | $2.5M | 0.11% |
| 88 | HOME DEPOT INC | HD | 6,408 | $2.5M | 0.11% |
| 89 | AMERICAN TOWER CORP NEW | 03027X100 | 13,484 | $2.5M | 0.10% |
| 90 | ADVANCED MICRO DEVICES INC | AMD | 20,099 | $2.4M | 0.10% |
| 91 | WYNN RESORTS LTD | WYNN | 26,150 | $2.3M | 0.10% |
| 92 | SCHWAB STRATEGIC TR | 808524805 | 121,062 | $2.2M | 0.09% |
| 93 | ISHARES TR | 464287150 | 16,672 | $2.1M | 0.09% |
| 94 | VANGUARD INDEX FDS | 922908637 | 7,938 | $2.1M | 0.09% |
| 95 | SELECT SECTOR SPDR TR | 81369Y209 | 14,792 | $2.0M | 0.09% |
| 96 | PROGRESSIVE CORP | 743315103 | 7,942 | $1.9M | 0.08% |
| 97 | EXXON MOBIL CORP | XOM | 16,901 | $1.8M | 0.08% |
| 98 | VANGUARD INDEX FDS | 922908538 | 6,435 | $1.6M | 0.07% |
| 99 | VANGUARD SPECIALIZED FUNDS | 921908844 | 8,096 | $1.6M | 0.07% |
| 100 | SELECT SECTOR SPDR TR | 81369Y803 | 6,394 | $1.5M | 0.06% |
| 101 | ISHARES TR | 464287671 | 10,409 | $1.5M | 0.06% |
| 102 | ARISTA NETWORKS INC | ANET | 13,061 | $1.4M | 0.06% |
| 103 | MASTERCARD INCORPORATED | MA | 2,676 | $1.4M | 0.06% |
| 104 | VANGUARD INTL EQUITY INDEX F | 922042775 | 24,058 | $1.4M | 0.06% |
| 105 | ISHARES TR | 464287614 | 3,428 | $1.4M | 0.06% |
| 106 | UNITEDHEALTH GROUP INC | UNH | 2,717 | $1.4M | 0.06% |
| 107 | ISHARES U S ETF TR | 46431W853 | 51,852 | $1.3M | 0.06% |
| 108 | ABBVIE INC | ABBV | 7,114 | $1.3M | 0.05% |
| 109 | VANGUARD INDEX FDS | 922908629 | 4,492 | $1.2M | 0.05% |
| 110 | ISHARES TR | 464287101 | 3,802 | $1.1M | 0.05% |
| 111 | BILL HOLDINGS INC | BILL | 12,608 | $1.1M | 0.05% |
| 112 | NETFLIX INC | NFLX | 1,147 | $1.0M | 0.04% |
| 113 | APPLIED MATLS INC | 038222105 | 6,119 | $995,133 | 0.04% |
| 114 | ISHARES INC | 46434G103 | 17,621 | $920,175 | 0.04% |
| 115 | ISHARES TR | 464287663 | 9,603 | $889,142 | 0.04% |
| 116 | SPDR GOLD TR | GLD | 3,386 | $819,852 | 0.03% |
| 117 | SCHWAB STRATEGIC TR | 808524797 | 29,901 | $816,895 | 0.03% |
| 118 | UBER TECHNOLOGIES INC | UBER | 13,496 | $814,049 | 0.03% |
| 119 | ORACLE CORP | ORCL-PD | 4,682 | $780,146 | 0.03% |
| 120 | AFLAC INC | AFL | 7,451 | $770,731 | 0.03% |
| 121 | ISHARES TR | 46432F842 | 10,481 | $736,611 | 0.03% |
| 122 | BROADCOM INC | AVGO | 3,150 | $730,296 | 0.03% |
| 123 | CISCO SYS INC | CSCO | 12,220 | $723,424 | 0.03% |
| 124 | LOWES COS INC | 548661107 | 2,908 | $717,694 | 0.03% |
| 125 | PALANTIR TECHNOLOGIES INC | PLTR | 9,463 | $715,687 | 0.03% |
| 126 | INTERNATIONAL BUSINESS MACHS | INTR | 3,207 | $704,995 | 0.03% |
| 127 | NU HLDGS LTD | NU | 63,884 | $661,838 | 0.03% |
| 128 | AUTOMATIC DATA PROCESSING IN | ADP | 2,258 | $660,984 | 0.03% |
| 129 | SCHWAB STRATEGIC TR | 808524706 | 23,942 | $637,575 | 0.03% |
| 130 | AMERICAN EXPRESS CO | AXP | 2,095 | $621,775 | 0.03% |
| 131 | SCHWAB STRATEGIC TR | 808524888 | 18,062 | $620,068 | 0.03% |
| 132 | ISHARES TR | 464287879 | 5,670 | $615,819 | 0.03% |
| 133 | SCHWAB STRATEGIC TR | 808524771 | 25,367 | $600,692 | 0.03% |
| 134 | MCDONALDS CORP | MCD | 2,059 | $596,884 | 0.03% |
| 135 | UNION PAC CORP | UNP | 2,452 | $559,154 | 0.02% |
| 136 | HERCULES CAPITAL INC | HCXY | 27,417 | $550,808 | 0.02% |
| 137 | INVESCO ACTVELY MNGD ETC FD | IVZ | 40,815 | $530,187 | 0.02% |
| 138 | SHOPIFY INC | SHOP | 4,914 | $522,506 | 0.02% |
| 139 | ISHARES TR | 464287598 | 2,795 | $517,438 | 0.02% |
| 140 | VANGUARD INDEX FDS | 922908595 | 1,836 | $514,190 | 0.02% |
| 141 | COCA COLA CO | KO | 7,928 | $493,597 | 0.02% |
| 142 | SPDR SER TR | 78468R853 | 10,925 | $490,751 | 0.02% |
| 143 | DIMENSIONAL ETF TRUST | 25434V609 | 8,652 | $481,570 | 0.02% |
| 144 | DIMENSIONAL ETF TRUST | 25434V708 | 13,360 | $462,122 | 0.02% |
| 145 | BANK MONTREAL QUE | 063671101 | 4,702 | $456,329 | 0.02% |
| 146 | PEPSICO INC | PEP | 2,943 | $447,513 | 0.02% |
| 147 | VANGUARD BD INDEX FDS | 921937835 | 6,108 | $439,214 | 0.02% |
| 148 | WELLS FARGO CO NEW | 949746101 | 6,201 | $435,558 | 0.02% |
| 149 | SCHWAB CHARLES CORP | SCHW-PJ | 5,748 | $425,409 | 0.02% |
| 150 | ISHARES GOLD TR | IAU | 7,955 | $393,852 | 0.02% |
| 151 | NUSHARES ETF TR | NU | 12,848 | $386,211 | 0.02% |
| 152 | MERCK & CO INC | MRK | 3,835 | $381,506 | 0.02% |
| 153 | ISHARES TR | 464288802 | 3,038 | $369,435 | 0.02% |
| 154 | 3M CO | MMM | 2,853 | $368,294 | 0.02% |
| 155 | RTX CORPORATION | RTX | 3,165 | $366,254 | 0.02% |
| 156 | KKR & CO INC | KKRT | 2,381 | $352,174 | 0.01% |
| 157 | ISHARES TR | 464287804 | 2,995 | $345,091 | 0.01% |
| 158 | LINDE PLC | LIN | 821 | $343,728 | 0.01% |
| 159 | ISHARES TR | 464288273 | 5,623 | $341,607 | 0.01% |
| 160 | S&P GLOBAL INC | SPGI | 684 | $340,653 | 0.01% |
| 161 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,722 | $340,078 | 0.01% |
| 162 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,985 | $327,843 | 0.01% |
| 163 | GE AEROSPACE | 369604301 | 1,852 | $308,895 | 0.01% |
| 164 | ISHARES TR | 464288281 | 3,459 | $307,989 | 0.01% |
| 165 | ISHARES TR | 464288612 | 2,949 | $307,374 | 0.01% |
| 166 | FAIR ISAAC CORP | FICO | 153 | $304,612 | 0.01% |
| 167 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,264 | $297,732 | 0.01% |
| 168 | MAPLEBEAR INC | CART | 6,965 | $288,490 | 0.01% |
| 169 | MARTIN MARIETTA MATLS INC | 573284106 | 552 | $285,108 | 0.01% |
| 170 | VANGUARD BD INDEX FDS | 921937819 | 3,806 | $284,422 | 0.01% |
| 171 | CATERPILLAR INC | CAT | 772 | $280,051 | 0.01% |
| 172 | JACOBS SOLUTIONS INC | J | 2,042 | $272,852 | 0.01% |
| 173 | TEXAS INSTRS INC | 882508104 | 1,452 | $272,265 | 0.01% |
| 174 | FIRST TR LRGE CP CORE ALPHA | 33734K109 | 2,506 | $261,364 | 0.01% |
| 175 | VANGUARD WORLD FD | 92204A702 | 401 | $249,342 | 0.01% |
| 176 | SYNOPSYS INC | SNPS | 502 | $243,651 | 0.01% |
| 177 | BRUKER CORP | BRKRP | 4,012 | $235,183 | 0.01% |
| 178 | NEW YORK TIMES CO | NYT | 4,417 | $229,905 | 0.01% |
| 179 | TARGET CORP | TGT | 1,687 | $228,049 | 0.01% |
| 180 | SCHWAB STRATEGIC TR | 808524763 | 7,559 | $224,489 | 0.01% |
| 181 | ISHARES TR | 464288646 | 4,202 | $217,243 | 0.01% |
| 182 | ISHARES TR | 464287168 | 1,647 | $216,235 | 0.01% |
| 183 | PHILIP MORRIS INTL INC | 718172109 | 1,780 | $214,223 | 0.01% |
| 184 | GOLDMAN SACHS GROUP INC | GSCE | 361 | $206,716 | 0.01% |
| 185 | STARBUCKS CORP | SBUX | 2,264 | $206,581 | 0.01% |
| 186 | ISHARES TR | 464288778 | 4,090 | $205,972 | 0.01% |
| 187 | EXPENSIFY INC | EXFY | 27,189 | $91,083 | 0.00% |
| 188 | 8X8 INC NEW | 282914100 | 15,872 | $42,378 | 0.00% |