Sand Hill Global Advisors, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$2.2T

Holdings

189

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (189 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	520,994	$260.6B	11.83%
2	SPYSPDR S&P 500 ETF TR	399,154	$217.2B	9.86%
3	EFAISHARES TR	2,691,896	$210.9B	9.58%
4	VWOVANGUARD INTL EQUITY INDEX F	2,980,873	$130.4B	5.92%
5	IWMISHARES TR	631,942	$128.2B	5.82%
6	IJHISHARES TR	2,164,888	$126.7B	5.75%
7	SPYMSPDR SER TR	1,627,226	$104.1B	4.73%
8	VNQVANGUARD INDEX FDS	804,436	$67.4B	3.06%
9	AGGISHARES TR	597,537	$58.0B	2.63%
10	IVVISHARES TR	100,789	$55.2B	2.50%
11	BONDPIMCO ETF TR	522,944	$47.6B	2.16%
12	AQLTISHARES TR	1,808,982	$40.8B	1.85%
13	NVDANVIDIA CORPORATION	280,944	$34.7B	1.58%
14	AAPLAPPLE INC	146,090	$30.8B	1.40%
15	MSFTMICROSOFT CORP	66,694	$29.8B	1.35%
16	GOOGLALPHABET INC	131,309	$23.9B	1.09%
17	VGLTVANGUARD SCOTTSDALE FDS	380,828	$22.0B	1.00%
18	AMZNAMAZON COM INC	108,459	$21.0B	0.95%
19	ESGUISHARES TR	158,065	$18.9B	0.86%
20	JPMJPMORGAN CHASE & CO.	91,048	$18.4B	0.84%
21	METAMETA PLATFORMS INC	35,903	$18.1B	0.82%
22	VVISA INC	63,203	$16.6B	0.75%
23	VEAVANGUARD TAX-MANAGED FDS	311,324	$15.4B	0.70%
24	EEMISHARES TR	346,636	$14.8B	0.67%
25	IYRISHARES TR	163,694	$14.4B	0.65%
26	MUBISHARES TR	130,573	$13.9B	0.63%
27	VGSHVANGUARD SCOTTSDALE FDS	208,310	$12.1B	0.55%
28	ESMLISHARES TR	295,534	$11.4B	0.52%
29	ADBEADOBE INC	19,112	$10.6B	0.48%
30	ICSHISHARES TR	208,143	$10.5B	0.48%
31	TJXTJX COS INC NEW	94,716	$10.4B	0.47%
32	CRMSALESFORCE INC	39,951	$10.3B	0.47%
33	CVXCHEVRON CORP NEW	61,792	$9.7B	0.44%
34	VEEVVEEVA SYS INC	48,820	$8.9B	0.41%
35	MUNIPIMCO ETF TR	170,947	$8.9B	0.40%
36	VBVANGUARD INDEX FDS	40,714	$8.9B	0.40%
37	PHPARKER-HANNIFIN CORP	17,230	$8.7B	0.40%
38	ESGDISHARES TR	108,814	$8.6B	0.39%
39	PGPROCTER AND GAMBLE CO	51,859	$8.6B	0.39%
40	ECLECOLAB INC	35,620	$8.5B	0.38%
41	JNJJOHNSON & JOHNSON	56,801	$8.3B	0.38%
42	JPSTJ P MORGAN EXCHANGE TRADED F	162,881	$8.2B	0.37%
43	SYKSTRYKER CORPORATION	24,041	$8.2B	0.37%
44	CMECME GROUP INC	40,438	$8.0B	0.36%
45	HONHONEYWELL INTL INC	36,584	$7.8B	0.35%
46	VOVANGUARD INDEX FDS	32,135	$7.8B	0.35%
47	LLYELI LILLY & CO	8,461	$7.7B	0.35%
48	ADSKAUTODESK INC	30,130	$7.5B	0.34%
49	BLKCHFBLACKROCK INC	9,368	$7.4B	0.33%
50	PANWPALO ALTO NETWORKS INC	21,562	$7.3B	0.33%
51	WMWASTE MGMT INC DEL	33,649	$7.2B	0.33%
52	ABTABBOTT LABS	67,648	$7.0B	0.32%
53	DISDISNEY WALT CO	69,103	$6.9B	0.31%
54	DHRDANAHER CORPORATION	27,410	$6.8B	0.31%
55	VTIVANGUARD INDEX FDS	25,341	$6.8B	0.31%
56	ZMZOOM VIDEO COMMUNICATIONS IN	111,128	$6.6B	0.30%
57	MDYSPDR S&P MIDCAP 400 ETF TR	12,283	$6.6B	0.30%
58	BABOEING CO	36,032	$6.6B	0.30%
59	MDLZMONDELEZ INTL INC	99,836	$6.5B	0.30%
60	ACWXISHARES TR	116,045	$6.2B	0.28%
61	BKNGBOOKING HOLDINGS INC	1,536	$6.1B	0.28%
62	DASHDOORDASH INC	53,112	$5.8B	0.26%
63	AEPAMERICAN ELEC PWR CO INC	60,286	$5.3B	0.24%
64	UPSUNITED PARCEL SERVICE INC	38,036	$5.2B	0.24%
65	ESGEISHARES INC	149,776	$5.0B	0.23%
66	NEMNEWMONT CORP	112,845	$4.7B	0.21%
67	AMDADVANCED MICRO DEVICES INC	28,390	$4.6B	0.21%
68	EAGGISHARES TR	98,105	$4.6B	0.21%
69	ACWIISHARES TR	39,889	$4.5B	0.20%
70	PLDPROLOGIS INC.	39,567	$4.4B	0.20%
71	DFUSDIMENSIONAL ETF TRUST	75,341	$4.4B	0.20%
72	TSLATESLA INC	21,930	$4.3B	0.20%
73	LNGCHENIERE ENERGY INC	23,985	$4.2B	0.19%
74	STZCONSTELLATION BRANDS INC	15,659	$4.0B	0.18%
75	ZTSZOETIS INC	23,228	$4.0B	0.18%
76	GOOGALPHABET INC	20,097	$3.7B	0.17%
77	VVVANGUARD INDEX FDS	14,629	$3.7B	0.17%
78	AMTAMERICAN TOWER CORP NEW	18,268	$3.6B	0.16%
79	SCHXSCHWAB STRATEGIC TR	54,002	$3.5B	0.16%
80	VTEBVANGUARD MUN BD FDS	69,132	$3.5B	0.16%
81	COSTCOSTCO WHSL CORP NEW	4,020	$3.4B	0.16%
82	NDQINVESCO QQQ TR	6,779	$3.2B	0.15%
83	IWBISHARES TR	10,640	$3.2B	0.14%
84	IWVISHARES TR	10,161	$3.1B	0.14%
85	BRK/BBERKSHIRE HATHAWAY INC DEL	7,308	$3.0B	0.14%
86	ELLAUDER ESTEE COS INC	26,621	$2.8B	0.13%
87	SCHFSCHWAB STRATEGIC TR	65,143	$2.5B	0.11%
88	ACNACCENTURE PLC IRELAND	7,593	$2.3B	0.10%
89	IWOISHARES TR	8,617	$2.3B	0.10%
90	HDHOME DEPOT INC	6,525	$2.2B	0.10%
91	SGOVISHARES TR	21,562	$2.2B	0.10%
92	XLVSELECT SECTOR SPDR TR	14,843	$2.2B	0.10%
93	ITOTISHARES TR	17,159	$2.0B	0.09%
94	XOMEXXON MOBIL CORP	17,190	$2.0B	0.09%
95	VEUVANGUARD INTL EQUITY INDEX F	32,024	$1.9B	0.09%
96	PGRPROGRESSIVE CORP	7,837	$1.6B	0.07%
97	AMATAPPLIED MATLS INC	6,521	$1.5B	0.07%
98	AQLTISHARES TR	20,589	$1.5B	0.07%
99	VIGVANGUARD SPECIALIZED FUNDS	8,142	$1.5B	0.07%
100	IUSGISHARES TR	11,600	$1.5B	0.07%

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