Q4 2024 · 13F-HR
Sand Hill Global Advisors, LLCholdings as filed
Filed 2025-02-13 · accession 0001580642-25-000976
$2.36B
Reported value
188
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $262.4M | 11.1% | 486,952 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $218.0M | 9.23% | 372,011 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $206.4M | 8.74% | 2,729,642 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $140.9M | 5.96% | 3,199,964 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $140.1M | 5.93% | 633,928 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $137.1M | 5.80% | 2,199,537 | Common | SOLE |
| 78464A854 | SPYM | SPDR SER TR | $114.7M | 4.85% | 1,663,681 | Common | SOLE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $74.5M | 3.15% | 836,245 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $72.6M | 3.07% | 414,311 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $64.0M | 2.71% | 660,319 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $59.5M | 2.52% | 101,150 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $47.7M | 2.02% | 527,443 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $35.9M | 1.52% | 267,026 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $35.8M | 1.52% | 1,558,773 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $35.7M | 1.51% | 142,539 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $27.4M | 1.16% | 64,960 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $24.1M | 1.02% | 127,361 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $23.1M | 0.98% | 105,138 | Common | SOLE |
| 92206C847 | VGLT | VANGUARD SCOTTSDALE FDS | $21.9M | 0.93% | 396,090 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $21.7M | 0.92% | 168,668 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $20.6M | 0.87% | 35,254 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $20.5M | 0.87% | 85,676 | Common | SOLE |
| 92826C839 | V | VISA INC | $16.2M | 0.69% | 51,258 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $15.8M | 0.67% | 329,818 | Common | SOLE |
| 46434V878 | ICSH | ISHARES TR | $15.3M | 0.65% | 303,882 | Common | SOLE |
| 464287739 | IYR | ISHARES TR | $14.3M | 0.60% | 153,288 | Common | SOLE |
| 464288414 | MUB | ISHARES TR | $13.7M | 0.58% | 128,687 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $13.0M | 0.55% | 39,004 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $12.9M | 0.54% | 305,678 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $12.5M | 0.53% | 214,246 | Common | SOLE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $11.6M | 0.49% | 230,745 | Common | SOLE |
| 69344A107 | PULS | PGIM ETF TR | $11.5M | 0.49% | 231,837 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $10.8M | 0.46% | 89,441 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $10.3M | 0.43% | 48,820 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $10.2M | 0.43% | 16,068 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $10.1M | 0.43% | 123,610 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $9.4M | 0.40% | 9,148 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $9.0M | 0.38% | 37,532 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $9.0M | 0.38% | 38,726 | Common | SOLE |
| 46435G516 | ESGD | ISHARES TR | $8.9M | 0.38% | 117,156 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $8.8M | 0.37% | 60,905 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $8.8M | 0.37% | 52,212 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $8.7M | 0.37% | 52,036 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $8.6M | 0.37% | 29,202 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $8.5M | 0.36% | 23,534 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $8.3M | 0.35% | 18,582 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $8.1M | 0.34% | 20,018 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $8.0M | 0.34% | 35,534 | Common | SOLE |
| 72201R866 | MUNI | PIMCO ETF TR | $7.9M | 0.33% | 152,137 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $7.8M | 0.33% | 33,499 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $7.8M | 0.33% | 42,709 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $7.5M | 0.32% | 52,193 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $7.2M | 0.31% | 24,920 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $7.2M | 0.31% | 1,451 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $7.2M | 0.30% | 63,355 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $7.1M | 0.30% | 64,208 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $7.0M | 0.29% | 12,221 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $6.9M | 0.29% | 19,742 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $6.6M | 0.28% | 8,568 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $6.5M | 0.28% | 32,408 | Common | SOLE |
| 464288240 | ACWX | ISHARES TR | $6.0M | 0.25% | 115,173 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $6.0M | 0.25% | 25,993 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $5.8M | 0.25% | 139,396 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $5.6M | 0.24% | 93,695 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $5.6M | 0.24% | 16,744 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $5.4M | 0.23% | 58,900 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $5.0M | 0.21% | 23,436 | Common | SOLE |
| 461202103 | INTU | INTUIT | $4.8M | 0.20% | 7,665 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $4.7M | 0.20% | 102,019 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $4.7M | 0.20% | 39,577 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $4.2M | 0.18% | 39,291 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $4.1M | 0.17% | 32,396 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $3.8M | 0.16% | 165,881 | Common | SOLE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $3.8M | 0.16% | 59,872 | Common | SOLE |
| 46434G863 | ESGE | ISHARES INC | $3.7M | 0.16% | 112,199 | Common | SOLE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $3.6M | 0.15% | 71,318 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $3.5M | 0.15% | 6,941 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $3.5M | 0.15% | 18,207 | Common | SOLE |
| 464287622 | IWB | ISHARES TR | $3.5M | 0.15% | 10,742 | Common | SOLE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $3.4M | 0.14% | 58,606 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $3.4M | 0.14% | 3,678 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $3.4M | 0.14% | 63,013 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.3M | 0.14% | 7,388 | Common | SOLE |
| 464287689 | IWV | ISHARES TR | $3.3M | 0.14% | 9,931 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $3.0M | 0.13% | 81,802 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $2.9M | 0.12% | 18,065 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $2.5M | 0.11% | 8,724 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $2.5M | 0.11% | 6,408 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $2.5M | 0.10% | 13,484 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 0.10% | 20,099 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $2.3M | 0.10% | 26,150 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $2.2M | 0.09% | 121,062 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $2.1M | 0.09% | 16,672 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $2.1M | 0.09% | 7,938 | Common | SOLE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $2.0M | 0.09% | 14,792 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $1.9M | 0.08% | 7,942 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.8M | 0.08% | 16,901 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $1.6M | 0.07% | 6,435 | Common | SOLE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $1.6M | 0.07% | 8,096 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $1.5M | 0.06% | 6,394 | Common | SOLE |
| 464287671 | IUSG | ISHARES TR | $1.5M | 0.06% | 10,409 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.4M | 0.06% | 13,061 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.06% | 2,676 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.06% | 24,058 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $1.4M | 0.06% | 3,428 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.4M | 0.06% | 2,717 | Common | SOLE |
| 46431W853 | COMT | ISHARES U S ETF TR | $1.3M | 0.06% | 51,852 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.3M | 0.05% | 7,114 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.2M | 0.05% | 4,492 | Common | SOLE |
| 464287101 | OEF | ISHARES TR | $1.1M | 0.05% | 3,802 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $1.1M | 0.05% | 12,608 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.0M | 0.04% | 1,147 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $995,133 | 0.04% | 6,119 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $920,175 | 0.04% | 17,621 | Common | SOLE |
| 464287663 | IUSV | ISHARES TR | $889,142 | 0.04% | 9,603 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $819,852 | 0.03% | 3,386 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $816,895 | 0.03% | 29,901 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $814,049 | 0.03% | 13,496 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $780,146 | 0.03% | 4,682 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $770,731 | 0.03% | 7,451 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $736,611 | 0.03% | 10,481 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $730,296 | 0.03% | 3,150 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $723,424 | 0.03% | 12,220 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $717,694 | 0.03% | 2,908 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $715,687 | 0.03% | 9,463 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $704,995 | 0.03% | 3,207 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $661,838 | 0.03% | 63,884 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $660,984 | 0.03% | 2,258 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $637,575 | 0.03% | 23,942 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $621,775 | 0.03% | 2,095 | Common | SOLE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $620,068 | 0.03% | 18,062 | Common | SOLE |
| 464287879 | IJS | ISHARES TR | $615,819 | 0.03% | 5,670 | Common | SOLE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $600,692 | 0.03% | 25,367 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $596,884 | 0.03% | 2,059 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $559,154 | 0.02% | 2,452 | Common | SOLE |
| 427096508 | HTGC | HERCULES CAPITAL INC | $550,808 | 0.02% | 27,417 | Common | SOLE |
| 46090F100 | PDBC | INVESCO ACTVELY MNGD ETC FD | $530,187 | 0.02% | 40,815 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $522,506 | 0.02% | 4,914 | Common | SOLE |
| 464287598 | IWD | ISHARES TR | $517,438 | 0.02% | 2,795 | Common | SOLE |
| 922908595 | VBK | VANGUARD INDEX FDS | $514,190 | 0.02% | 1,836 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $493,597 | 0.02% | 7,928 | Common | SOLE |
| 78468R853 | SPSM | SPDR SER TR | $490,751 | 0.02% | 10,925 | Common | SOLE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $481,570 | 0.02% | 8,652 | Common | SOLE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $462,122 | 0.02% | 13,360 | Common | SOLE |
| 063671101 | BMO | BANK MONTREAL QUE | $456,329 | 0.02% | 4,702 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $447,513 | 0.02% | 2,943 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $439,214 | 0.02% | 6,108 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $435,558 | 0.02% | 6,201 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $425,409 | 0.02% | 5,748 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $393,852 | 0.02% | 7,955 | Common | SOLE |
| 67092P805 | NUDM | NUSHARES ETF TR | $386,211 | 0.02% | 12,848 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $381,506 | 0.02% | 3,835 | Common | SOLE |
| 464288802 | SUSA | ISHARES TR | $369,435 | 0.02% | 3,038 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $368,294 | 0.02% | 2,853 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $366,254 | 0.02% | 3,165 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $352,174 | 0.01% | 2,381 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $345,091 | 0.01% | 2,995 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $343,728 | 0.01% | 821 | Common | SOLE |
| 464288273 | SCZ | ISHARES TR | $341,607 | 0.01% | 5,623 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $340,653 | 0.01% | 684 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $340,078 | 0.01% | 1,722 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $327,843 | 0.01% | 1,985 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $308,895 | 0.01% | 1,852 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $307,989 | 0.01% | 3,459 | Common | SOLE |
| 464288612 | GVI | ISHARES TR | $307,374 | 0.01% | 2,949 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $304,612 | 0.01% | 153 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $297,732 | 0.01% | 5,264 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $288,490 | 0.01% | 6,965 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $285,108 | 0.01% | 552 | Common | SOLE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $284,422 | 0.01% | 3,806 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $280,051 | 0.01% | 772 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $272,852 | 0.01% | 2,042 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $272,265 | 0.01% | 1,452 | Common | SOLE |
| 33734K109 | FEX | FIRST TR LRGE CP CORE ALPHA | $261,364 | 0.01% | 2,506 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD | $249,342 | 0.01% | 401 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $243,651 | 0.01% | 502 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $235,183 | 0.01% | 4,012 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $229,905 | 0.01% | 4,417 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $228,049 | 0.01% | 1,687 | Common | SOLE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $224,489 | 0.01% | 7,559 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR | $217,243 | 0.01% | 4,202 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $216,235 | 0.01% | 1,647 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $214,223 | 0.01% | 1,780 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $206,716 | 0.01% | 361 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $206,581 | 0.01% | 2,264 | Common | SOLE |
| 464288778 | IAT | ISHARES TR | $205,972 | 0.01% | 4,090 | Common | SOLE |
| 30219Q106 | EXFY | EXPENSIFY INC | $91,083 | 0.00% | 27,189 | Common | SOLE |
| 282914100 | EGHT | 8X8 INC NEW | $42,378 | 0.00% | 15,872 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.