Sand Hill Global Advisors, LLC Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$1.0T

Holdings

100

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (100 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
535,952$155.8B14.85%
2
EFAISHARES TR
1,356,858$92.3B8.79%
3
IWMISHARES TR
521,066$87.8B8.37%
4
VGKVANGUARD INTL EQUITY INDEX F
1,183,865$66.6B6.34%
5
ICSHISHARES TR
1,136,199$57.0B5.43%
6
IWDISHARES TR
434,566$55.0B5.24%
7
VWOVANGUARD INTL EQUITY INDEX F
923,231$37.9B3.61%
8
ROBOEXCHANGE TRADED CONCEPTS TR
894,534$37.4B3.57%
9
LVLNSPDR SERIES TRUST
603,217$35.8B3.42%
10
AGGISHARES TR
320,139$33.8B3.22%
11
IJHISHARES TR
157,527$31.7B3.02%
12
VNQVANGUARD INDEX FDS
373,783$30.2B2.87%
13
IVVISHARES TR
63,871$18.7B1.78%
14
AAPLAPPLE INC
73,309$16.5B1.58%
15
AMZNAMAZON COM INC
8,227$16.5B1.57%
16
VOOVANGUARD INDEX FDS
47,877$12.8B1.22%
17
OEFISHARES TR
96,540$12.5B1.19%
18
VVISA INC
71,340$10.7B1.02%
19
LQDISHARES TR
90,198$10.4B0.99%
20
MSFTMICROSOFT CORP
78,508$9.0B0.86%
21
GOOGLALPHABET INC
7,131$8.6B0.82%
22
TAT&T INC
248,796$8.4B0.80%
23
JPMJPMORGAN CHASE & CO
68,110$7.7B0.73%
24
CRMSALESFORCE COM INC
45,024$7.2B0.68%
25
JNJJOHNSON & JOHNSON
50,714$7.0B0.67%
26
CMECME GROUP INC
40,078$6.8B0.65%
27
DISDISNEY WALT CO
56,285$6.6B0.63%
28
XOMEXXON MOBIL CORP
73,332$6.2B0.59%
29
MDYSPDR S&P MIDCAP 400 ETF TR
16,778$6.2B0.59%
30
PFEPFIZER INC
137,219$6.0B0.58%
31
INTCINTEL CORP
124,339$5.9B0.56%
32
ECLECOLAB INC
36,509$5.7B0.55%
33
CVXCHEVRON CORP NEW
46,085$5.6B0.54%
34
ABTABBOTT LABS
74,122$5.4B0.52%
35
FRCBFIRST REP BK SAN FRANCISCO C
55,487$5.3B0.51%
36
GILDGILEAD SCIENCES INC
67,318$5.2B0.50%
37
PGPROCTER AND GAMBLE CO
62,364$5.2B0.49%
38
SHWSHERWIN WILLIAMS CO
11,262$5.1B0.49%
39
JPSTJP MORGAN EXCHANGE TRADED FD
101,705$5.1B0.49%
40
VFCV F CORP
54,232$5.1B0.48%
41
MMM3M CO
24,009$5.1B0.48%
42
HONHONEYWELL INTL INC
30,096$5.0B0.48%
43
PHPARKER HANNIFIN CORP
26,966$5.0B0.47%
44
UPSUNITED PARCEL SERVICE INC
39,945$4.7B0.44%
45
NEARISHARES US ETF TR
91,438$4.6B0.44%
46
DHRDANAHER CORP DEL
41,877$4.5B0.43%
47
AMTAMERICAN TOWER CORP NEW
30,980$4.5B0.43%
48
MDLZMONDELEZ INTL INC
104,453$4.5B0.43%
49
SCHWSCHWAB CHARLES CORP NEW
87,931$4.3B0.41%
50
BLKCHFBLACKROCK INC
8,315$3.9B0.37%
51
SLBSCHLUMBERGER LTD
62,159$3.8B0.36%
52
SPABSPDR SERIES TRUST
130,198$3.6B0.34%
53
CXOEURCONCHO RES INC
23,024$3.5B0.34%
54
HSYHERSHEY CO
33,617$3.4B0.33%
55
WMWASTE MGMT INC DEL
37,453$3.4B0.32%
56
IWOISHARES TR
15,510$3.3B0.32%
57
VTIVANGUARD INDEX FDS
18,467$2.8B0.26%
58
PYPLPAYPAL HLDGS INC
31,332$2.8B0.26%
59
ALLERGAN PLC
13,581$2.6B0.25%
60
XLVSELECT SECTOR SPDR TR
16,820$1.6B0.15%
61
GOOGALPHABET INC
1,116$1.3B0.13%
62
IWBISHARES TR
6,419$1.0B0.10%
63
COSTCOSTCO WHSL CORP NEW
4,249$998.0M0.10%
64
ISRGINTUITIVE SURGICAL INC
1,626$933.0M0.09%
65
BABOEING CO
2,449$911.0M0.09%
66
NVDANVIDIA CORP
3,101$871.0M0.08%
67
WFCWELLS FARGO CO NEW
16,056$844.0M0.08%
68
AIVLWISDOMTREE TR
8,923$807.0M0.08%
69
DJCODAILY JOURNAL CORP
3,213$774.0M0.07%
70
IBMINTERNATIONAL BUSINESS MACHS
4,573$691.0M0.07%
71
CSCOCISCO SYS INC
12,655$616.0M0.06%
72
EXREXTRA SPACE STORAGE INC
6,471$561.0M0.05%
73
VIGVANGUARD GROUP
4,946$548.0M0.05%
74
HDHOME DEPOT INC
2,394$496.0M0.05%
75
VNOVORNADO RLTY TR
6,295$460.0M0.04%
76
VYMVANGUARD WHITEHALL FDS INC
5,230$455.0M0.04%
77
UTXZUNITED TECHNOLOGIES CORP
3,125$437.0M0.04%
78
SLG2EURSL GREEN RLTY CORP
4,369$426.0M0.04%
79
XLKSELECT SECTOR SPDR TR
5,627$424.0M0.04%
80
UNPUNION PAC CORP
2,598$423.0M0.04%
81
METAFACEBOOK INC
2,520$414.0M0.04%
82
IJRISHARES TR
4,621$403.0M0.04%
83
AFLAFLAC INC
8,000$377.0M0.04%
84
ACCUSDAMERICAN CAMPUS CMNTYS INC
8,866$365.0M0.03%
85
AVBAVALONBAY CMNTYS INC
1,831$332.0M0.03%
86
INTUINTUIT
1,425$324.0M0.03%
87
BRK-BBERKSHIRE HATHAWAY INC DEL
1$320.0M0.03%
88
VENVENTAS INC
5,555$302.0M0.03%
89
SYYSYSCO CORP
4,000$293.0M0.03%
90
ABBVABBVIE INC
3,000$284.0M0.03%
91
IWNISHARES TR
2,123$282.0M0.03%
92
BRK/BBERKSHIRE HATHAWAY INC DEL
1,312$281.0M0.03%
93
BMYBRISTOL MYERS SQUIBB CO
4,084$254.0M0.02%
94
BACVERIZON COMMUNICATIONS INC
4,674$250.0M0.02%
95
MCDMCDONALDS CORP
1,450$243.0M0.02%
96
NSCNORFOLK SOUTHERN CORP
1,333$241.0M0.02%
97
FIVNFIVE9 INC
5,268$230.0M0.02%
98
AMGNAMGEN INC
1,100$228.0M0.02%
99
PEPPEPSICO INC
1,897$212.0M0.02%
100
CATCATERPILLAR INC DEL
1,331$203.0M0.02%