Sand Hill Global Advisors, LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$2.0T

Holdings

153

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (153 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
758,487$336.2B16.71%
2
EFAISHARES TR
2,670,783$193.6B9.62%
3
VOOVANGUARD INDEX FDS
447,305$182.2B9.05%
4
VWOVANGUARD INTL EQUITY INDEX F
3,222,035$131.1B6.51%
5
IJHISHARES TR
450,846$117.9B5.86%
6
IWMISHARES TR
620,447$116.2B5.77%
7
VGLTVANGUARD SCOTTSDALE FDS
1,158,964$73.6B3.66%
8
VNQVANGUARD INDEX FDS
849,479$71.0B3.53%
9
SUBISHARES TR
588,800$61.3B3.04%
10
AGGISHARES TR
518,849$50.8B2.53%
11
IVVISHARES TR
91,783$40.9B2.03%
12
BIVVANGUARD BD INDEX FDS
420,966$31.7B1.57%
13
AAPLAPPLE INC
159,383$30.9B1.54%
14
AQLTISHARES TR
1,070,773$24.5B1.22%
15
MSFTMICROSOFT CORP
64,431$21.9B1.09%
16
GOOGLALPHABET INC
160,181$19.2B0.95%
17
VGSHVANGUARD SCOTTSDALE FDS
321,332$18.6B0.92%
18
ESGUISHARES TR
168,289$16.4B0.81%
19
AMZNAMAZON COM INC
118,402$15.4B0.77%
20
VEAVANGUARD TAX-MANAGED FDS
332,088$15.3B0.76%
21
VVISA INC
64,244$15.3B0.76%
22
NVDANVIDIA CORPORATION
32,530$13.8B0.68%
23
JPMJPMORGAN CHASE & CO
93,264$13.6B0.67%
24
EEMISHARES TR
333,520$13.2B0.66%
25
WMWASTE MGMT INC DEL
68,788$11.9B0.59%
26
BKNGBOOKING HOLDINGS INC
4,305$11.6B0.58%
27
ADBEADOBE SYSTEMS INCORPORATED
21,583$10.6B0.52%
28
ESMLISHARES TR
286,831$10.2B0.51%
29
ICSHISHARES TR
200,040$10.1B0.50%
30
CVXCHEVRON CORP NEW
61,429$9.7B0.48%
31
JNJJOHNSON & JOHNSON
57,733$9.6B0.47%
32
PHPARKER-HANNIFIN CORP
22,859$8.9B0.44%
33
TJXTJX COS INC NEW
102,294$8.7B0.43%
34
PGPROCTER AND GAMBLE CO
55,792$8.5B0.42%
35
CRMSALESFORCE INC
40,069$8.5B0.42%
36
CMECME GROUP INC
45,386$8.4B0.42%
37
JPSTJ P MORGAN EXCHANGE TRADED F
163,862$8.2B0.41%
38
METAMETA PLATFORMS INC
28,447$8.2B0.41%
39
BABOEING CO
38,186$8.1B0.40%
40
SYKSTRYKER CORPORATION
26,202$8.0B0.40%
41
ESGDISHARES TR
108,164$7.9B0.39%
42
HONHONEYWELL INTL INC
37,041$7.7B0.38%
43
ECLECOLAB INC
40,232$7.5B0.37%
44
ABTABBOTT LABS
68,364$7.5B0.37%
45
MDLZMONDELEZ INTL INC
101,919$7.4B0.37%
46
UPSUNITED PARCEL SERVICE INC
41,130$7.4B0.37%
47
DHRDANAHER CORPORATION
30,669$7.4B0.37%
48
BLKCHFBLACKROCK INC
9,978$6.9B0.34%
49
VOVANGUARD INDEX FDS
31,078$6.8B0.34%
50
TSLATESLA INC
24,082$6.3B0.31%
51
ADSKAUTODESK INC
29,620$6.1B0.30%
52
VBVANGUARD INDEX FDS
29,858$5.9B0.30%
53
HSYHERSHEY CO
23,519$5.9B0.29%
54
MDYSPDR S&P MIDCAP 400 ETF TR
11,888$5.7B0.28%
55
CVSCVS HEALTH CORP
80,228$5.5B0.28%
56
DISDISNEY WALT CO
61,500$5.5B0.27%
57
ACWXISHARES TR
101,551$5.0B0.25%
58
VTIVANGUARD INDEX FDS
21,923$4.8B0.24%
59
ACWIISHARES TR
49,990$4.8B0.24%
60
MUBISHARES TR
44,680$4.8B0.24%
61
ENPHENPHASE ENERGY INC
28,416$4.8B0.24%
62
ESGEISHARES INC
148,644$4.7B0.23%
63
KEYSKEYSIGHT TECHNOLOGIES INC
26,911$4.5B0.22%
64
ALBALBEMARLE CORP
19,982$4.5B0.22%
65
ZTSZOETIS INC
22,845$3.9B0.20%
66
STZCONSTELLATION BRANDS INC
15,351$3.8B0.19%
67
DASHDOORDASH INC
49,416$3.8B0.19%
68
DFUSDIMENSIONAL ETF TRUST
77,308$3.7B0.18%
69
LNGCHENIERE ENERGY INC
23,243$3.5B0.18%
70
ICLNISHARES TR
171,900$3.2B0.16%
71
IWVISHARES TR
12,076$3.1B0.15%
72
AMTAMERICAN TOWER CORP NEW
15,419$3.0B0.15%
73
SCHXSCHWAB STRATEGIC TR
55,994$2.9B0.15%
74
IWBISHARES TR
11,827$2.9B0.14%
75
ACNACCENTURE PLC IRELAND
8,123$2.5B0.12%
76
SCHFSCHWAB STRATEGIC TR
64,256$2.3B0.11%
77
VUGVANGUARD INDEX FDS
7,903$2.2B0.11%
78
COSTCOSTCO WHSL CORP NEW
4,060$2.2B0.11%
79
HDHOME DEPOT INC
6,585$2.0B0.10%
80
XLVSELECT SECTOR SPDR TR
14,871$2.0B0.10%
81
GOOGALPHABET INC
15,081$1.8B0.09%
82
VBKVANGUARD INDEX FDS
7,801$1.8B0.09%
83
IWOISHARES TR
6,872$1.7B0.08%
84
AAXJISHARES TR
24,549$1.6B0.08%
85
BRK/BBERKSHIRE HATHAWAY INC DEL
4,523$1.5B0.08%
86
TLTISHARES TR
14,916$1.5B0.08%
87
DGDOLLAR GEN CORP NEW
8,433$1.4B0.07%
88
UNHUNITEDHEALTH GROUP INC
2,885$1.4B0.07%
89
XLKSELECT SECTOR SPDR TR
7,965$1.4B0.07%
90
MUNIPIMCO ETF TR
23,947$1.2B0.06%
91
CSCOCISCO SYS INC
23,951$1.2B0.06%
92
NUSCNUSHARES ETF TR
32,339$1.2B0.06%
93
IVLUISHARES TR
44,672$1.1B0.06%
94
VIGVANGUARD SPECIALIZED FUNDS
6,946$1.1B0.06%
95
OEFISHARES TR
5,245$1.1B0.05%
96
VEUVANGUARD INTL EQUITY INDEX F
19,772$1.1B0.05%
97
PGRPROGRESSIVE CORP
7,837$1.0B0.05%
98
FISVFISERV INC
6,986$881.3M0.04%
99
ABBVABBVIE INC
6,284$846.6M0.04%
100
HTGCHERCULES CAPITAL INC
54,348$804.4M0.04%
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