Sand Hill Global Advisors, LLC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$974.9B

Holdings

103

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
713,318$209.0B21.44%
2
EFAISHARES TR
1,377,972$90.6B9.29%
3
ICSHISHARES TR
1,680,069$84.7B8.68%
4
IWMISHARES TR
456,967$71.1B7.29%
5
VGKVANGUARD INTL EQUITY INDEX F
1,255,737$68.9B7.07%
6
VWOVANGUARD INTL EQUITY INDEX F
999,073$42.5B4.36%
7
VOOVANGUARD INDEX FDS
131,817$35.5B3.64%
8
VNQVANGUARD INDEX FDS
388,267$33.9B3.48%
9
OEFISHARES TR
160,918$20.9B2.14%
10
IVVISHARES TR
57,203$16.9B1.73%
11
JPSTJP MORGAN EXCHANGE TRADED FD
271,053$13.7B1.40%
12
VVISA INC
69,368$12.0B1.23%
13
AMZNAMAZON COM INC
6,350$12.0B1.23%
14
MSFTMICROSOFT CORP
78,977$10.6B1.09%
15
AAPLAPPLE INC
50,624$10.0B1.03%
16
METAFACEBOOK INC
45,659$8.8B0.90%
17
NEARISHARES US ETF TR
172,651$8.7B0.89%
18
GOOGLALPHABET INC
7,128$7.7B0.79%
19
JPMJPMORGAN CHASE & CO
68,857$7.7B0.79%
20
DISDISNEY WALT CO
52,819$7.4B0.76%
21
CMECME GROUP INC
37,997$7.4B0.76%
22
JNJJOHNSON & JOHNSON
48,442$6.7B0.69%
23
ECLECOLAB INC
33,712$6.7B0.68%
24
CRMSALESFORCE COM INC
41,906$6.4B0.65%
25
TAT&T INC
189,610$6.4B0.65%
26
PGPROCTER AND GAMBLE CO
55,607$6.1B0.63%
27
INTCINTEL CORP
121,158$5.8B0.59%
28
ABTABBOTT LABS
68,326$5.7B0.59%
29
PFEPFIZER INC
130,389$5.6B0.58%
30
CVXCHEVRON CORP NEW
45,250$5.6B0.58%
31
DHRDANAHER CORPORATION
39,045$5.6B0.57%
32
CBCHUBB LIMITED
36,993$5.4B0.56%
33
MDLZMONDELEZ INTL INC
94,324$5.1B0.52%
34
HONHONEYWELL INTL INC
27,926$4.9B0.50%
35
SHWSHERWIN WILLIAMS CO
10,632$4.9B0.50%
36
XOMEXXON MOBIL CORP
62,416$4.8B0.49%
37
VEAVANGUARD TAX MANAGED INTL FD
111,056$4.6B0.48%
38
MUBISHARES TR
39,810$4.5B0.46%
39
VFCV F CORP
51,427$4.5B0.46%
40
PHPARKER HANNIFIN CORP
25,811$4.4B0.45%
41
WMWASTE MGMT INC DEL
36,605$4.2B0.43%
42
BLKCHFBLACKROCK INC
8,843$4.2B0.43%
43
MDYSPDR S&P MIDCAP 400 ETF TR
11,667$4.1B0.42%
44
SPABSPDR SERIES TRUST
138,610$4.0B0.41%
45
UPSUNITED PARCEL SERVICE INC
39,100$4.0B0.41%
46
HSYHERSHEY CO
29,490$4.0B0.41%
47
MMM3M CO
22,607$3.9B0.40%
48
WYWEYERHAEUSER CO
147,669$3.9B0.40%
49
CXOEURCONCHO RES INC
35,412$3.7B0.37%
50
NOKNOKIA CORP
725,457$3.6B0.37%
51
PYPLPAYPAL HLDGS INC
31,099$3.6B0.37%
52
SCHWTHE CHARLES SCHWAB CORPORATI
88,533$3.6B0.36%
53
GEGENERAL ELECTRIC CO
326,233$3.4B0.35%
54
GILDGILEAD SCIENCES INC
48,256$3.3B0.33%
55
SLYSPDR SERIES TRUST
46,634$3.2B0.32%
56
IWOISHARES TR
15,021$3.0B0.31%
57
STZCONSTELLATION BRANDS INC
12,485$2.5B0.25%
58
IEVISHARES TR
49,504$2.2B0.22%
59
AGGISHARES TR
18,739$2.1B0.21%
60
IJHISHARES TR
10,629$2.1B0.21%
61
VTIVANGUARD INDEX FDS
11,380$1.7B0.18%
62
XLVSELECT SECTOR SPDR TR
18,394$1.7B0.17%
63
COSTCOSTCO WHSL CORP NEW
4,251$1.1B0.12%
64
IWBISHARES TR
6,787$1.1B0.11%
65
CSCOCISCO SYS INC
16,755$917.0M0.09%
66
IEURISHARES TR
18,640$869.0M0.09%
67
ISRGINTUITIVE SURGICAL INC
1,617$848.0M0.09%
68
DJCODAILY JOURNAL CORP
3,213$765.0M0.08%
69
GOOGALPHABET INC
689$745.0M0.08%
70
VIGVANGUARD GROUP
6,158$709.0M0.07%
71
AIVLWISDOMTREE TR
8,050$690.0M0.07%
72
BABOEING CO
1,794$653.0M0.07%
73
NDQINVESCO QQQ TR
3,168$592.0M0.06%
74
XLKSELECT SECTOR SPDR TR
7,113$555.0M0.06%
75
IBMINTERNATIONAL BUSINESS MACHS
4,027$555.0M0.06%
76
WFCWELLS FARGO CO NEW
11,066$524.0M0.05%
77
IWFISHARES TR
3,298$519.0M0.05%
78
ORCLORACLE CORP
8,482$483.0M0.05%
79
IWDISHARES TR
3,775$480.0M0.05%
80
INTUINTUIT
1,725$451.0M0.05%
81
UNPUNION PACIFIC CORP
2,598$439.0M0.05%
82
VYMVANGUARD WHITEHALL FDS INC
5,021$439.0M0.05%
83
AFLAFLAC INC
8,000$438.0M0.04%
84
UTXZUNITED TECHNOLOGIES CORP
2,895$377.0M0.04%
85
VBVANGUARD INDEX FDS
2,380$373.0M0.04%
86
BACVERIZON COMMUNICATIONS INC
6,114$349.0M0.04%
87
HDHOME DEPOT INC
1,675$348.0M0.04%
88
PEPPEPSICO INC
2,573$337.0M0.03%
89
BRK/BBERKSHIRE HATHAWAY INC DEL
1,545$329.0M0.03%
90
MRKMERCK & CO INC
3,845$322.0M0.03%
91
BRK-BBERKSHIRE HATHAWAY INC DEL
1$318.0M0.03%
92
ABBVABBVIE INC
4,330$315.0M0.03%
93
MCDMCDONALDS CORP
1,450$301.0M0.03%
94
IWNISHARES TR
2,418$291.0M0.03%
95
KOCOCA COLA CO
5,600$285.0M0.03%
96
SYYSYSCO CORP
4,000$283.0M0.03%
97
FIVNFIVE9 INC
5,268$270.0M0.03%
98
NSCNORFOLK SOUTHERN CORP
1,333$266.0M0.03%
99
OREALTY INCOME CORP
3,482$240.0M0.02%
100
OKTAOKTA INC
1,800$222.0M0.02%
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