Sand Hill Global Advisors, LLC Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$937.6B

Holdings

111

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (111 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
538,893$135.4B14.44%
2
EFAISHARES TR
1,292,670$88.5B9.44%
3
IWDISHARES TR
652,575$77.3B8.25%
4
VGKVANGUARD INTL EQUITY INDEX F
1,091,269$63.7B6.79%
5
IWMISHARES TR
323,284$47.9B5.11%
6
VWOVANGUARD INTL EQUITY INDEX F
978,410$42.6B4.55%
7
XLKSELECT SECTOR SPDR TR
589,297$34.8B3.71%
8
LVLNSPDR SERIES TRUST
589,344$33.5B3.57%
9
XLESELECT SECTOR SPDR TR
463,963$31.8B3.39%
10
AGGISHARES TR
288,714$31.6B3.37%
11
IJHISHARES TR
167,365$29.9B3.19%
12
VNQVANGUARD INDEX FDS
314,363$26.1B2.79%
13
IVVISHARES TR
78,074$19.7B2.11%
14
AAPLAPPLE INC
80,010$12.3B1.32%
15
VOOVANGUARD INDEX FDS
51,532$11.9B1.27%
16
OEFISHARES TR
96,554$10.7B1.15%
17
LQDISHARES TR
82,467$10.0B1.07%
18
AMZNAMAZON COM INC
9,629$9.3B0.99%
19
VVISA INC
75,268$7.9B0.84%
20
GOOGLALPHABET INC
7,300$7.1B0.76%
21
JNJJOHNSON & JOHNSON
51,901$6.7B0.72%
22
JPMJPMORGAN CHASE & CO
70,054$6.7B0.71%
23
MDYSPDR S&P MIDCAP 400 ETF TR
19,541$6.4B0.68%
24
SCHWSCHWAB CHARLES CORP NEW
142,598$6.2B0.67%
25
GILDGILEAD SCIENCES INC
76,157$6.2B0.66%
26
XOMEXXON MOBIL CORP
74,587$6.1B0.65%
27
MSFTMICROSOFT CORP
81,936$6.1B0.65%
28
FRCBFIRST REP BK SAN FRANCISCO C
58,045$6.1B0.65%
29
CMECME GROUP INC
43,445$5.9B0.63%
30
PGPROCTER AND GAMBLE CO
62,434$5.7B0.61%
31
DISDISNEY WALT CO
57,261$5.6B0.60%
32
SPABSPDR SERIES TRUST
95,884$5.5B0.59%
33
CVXCHEVRON CORP NEW
46,670$5.5B0.58%
34
MMM3M CO
25,291$5.3B0.57%
35
INTCINTEL CORP
134,704$5.1B0.55%
36
PFEPFIZER INC
139,438$5.0B0.53%
37
CRMSALESFORCE COM INC
52,560$4.9B0.52%
38
TAT&T INC
123,602$4.8B0.52%
39
NKENIKE INC
92,317$4.8B0.51%
40
UPSUNITED PARCEL SERVICE INC
38,290$4.6B0.49%
41
PHPARKER HANNIFIN CORP
26,126$4.6B0.49%
42
LYBLYONDELLBASELL INDUSTRIES N
45,077$4.5B0.48%
43
SHWSHERWIN WILLIAMS CO
12,384$4.4B0.47%
44
SLBSCHLUMBERGER LTD
63,061$4.4B0.47%
45
HONHONEYWELL INTL INC
30,687$4.3B0.46%
46
AMTAMERICAN TOWER CORP NEW
30,619$4.2B0.45%
47
ABTABBOTT LABS
77,976$4.2B0.44%
48
MDLZMONDELEZ INTL INC
101,152$4.1B0.44%
49
VFCV F CORP
62,914$4.0B0.43%
50
BLKCHFBLACKROCK INC
8,128$3.6B0.39%
51
HSYHERSHEY CO
33,215$3.6B0.39%
52
DHRDANAHER CORP DEL
39,418$3.4B0.36%
53
COTYCOTY INC
204,270$3.4B0.36%
54
IWOISHARES TR
17,806$3.2B0.34%
55
ALLERGAN PLC
14,823$3.0B0.32%
56
CXOEURCONCHO RES INC
21,863$2.9B0.31%
57
VTIVANGUARD INDEX FDS
19,551$2.5B0.27%
58
DJCODAILY JOURNAL CORP
8,434$1.8B0.20%
59
WFCWELLS FARGO CO NEW
29,123$1.6B0.17%
60
XLVSELECT SECTOR SPDR TR
19,257$1.6B0.17%
61
GOOGALPHABET INC
1,164$1.1B0.12%
62
IWBISHARES TR
7,920$1.1B0.12%
63
COSTCOSTCO WHSL CORP NEW
5,928$974.0M0.10%
64
IWFISHARES TR
7,769$972.0M0.10%
65
NVDANVIDIA CORP
5,000$894.0M0.10%
66
BABOEING CO
3,444$875.0M0.09%
67
VYMVANGUARD WHITEHALL FDS INC
10,312$836.0M0.09%
68
GEGENERAL ELECTRIC CO
32,094$776.0M0.08%
69
AIVLWISDOMTREE TR
9,018$760.0M0.08%
70
NEARISHARES U S ETF TR
12,444$626.0M0.07%
71
METAFACEBOOK INC
3,570$610.0M0.07%
72
ISRGINTUITIVE SURGICAL INC
534$558.0M0.06%
73
IBMINTERNATIONAL BUSINESS MACHS
3,812$553.0M0.06%
74
VIGVANGUARD SPECIALIZED PORTFOL
5,543$525.0M0.06%
75
CSCOCISCO SYS INC
15,438$519.0M0.06%
76
EXREXTRA SPACE STORAGE INC
6,443$515.0M0.05%
77
VNOVORNADO RLTY TR
6,259$481.0M0.05%
78
UTXZUNITED TECHNOLOGIES CORP
3,929$456.0M0.05%
79
SLG2EURSL GREEN RLTY CORP
4,344$440.0M0.05%
80
IJRISHARES TR
5,894$437.0M0.05%
81
DEDEERE & CO
3,194$401.0M0.04%
82
ACCUSDAMERICAN CAMPUS CMNTYS INC
8,800$389.0M0.04%
83
HDHOME DEPOT INC
2,306$377.0M0.04%
84
VENVENTAS INC
5,505$359.0M0.04%
85
OREALTY INCOME CORP
5,982$342.0M0.04%
86
PCGPG&E CORP
4,835$329.0M0.04%
87
AFLAFLAC INC
4,000$326.0M0.03%
88
AVBAVALONBAY CMNTYS INC
1,815$324.0M0.03%
89
PEPPEPSICO INC
2,894$322.0M0.03%
90
CATCATERPILLAR INC DEL
2,540$317.0M0.03%
91
UNPUNION PAC CORP
2,675$310.0M0.03%
92
IWNISHARES TR
2,451$304.0M0.03%
93
BRK/BBERKSHIRE HATHAWAY INC DEL
1,652$303.0M0.03%
94
BRK-BBERKSHIRE HATHAWAY INC DEL
1$275.0M0.03%
95
POWERSHARES QQQ TRUST
1,894$275.0M0.03%
96
ABBVABBVIE INC
3,100$275.0M0.03%
97
SDYSPDR SERIES TRUST
2,944$269.0M0.03%
98
FDXFEDEX CORP
1,155$261.0M0.03%
99
ECLECOLAB INC
2,000$257.0M0.03%
100
INTUINTUIT
1,795$255.0M0.03%
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