Sand Hill Global Advisors, LLC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$1.6T

Holdings

156

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
728,011$312.4B18.97%
2
VOOVANGUARD INDEX FDS
388,482$153.2B9.30%
3
EFAISHARES TR
1,853,582$144.6B8.78%
4
VWOVANGUARD INTL EQUITY INDEX F
2,272,505$113.6B6.90%
5
IWMISHARES TR
495,721$108.4B6.58%
6
IJHISHARES TR
332,827$87.6B5.32%
7
IUSVISHARES TR
876,697$62.1B3.77%
8
VNQVANGUARD INDEX FDS
410,428$41.8B2.54%
9
IVVISHARES TR
83,660$36.0B2.19%
10
BIVVANGUARD BD INDEX FDS
338,480$30.3B1.84%
11
AAPLAPPLE INC
200,730$28.4B1.72%
12
ICSHISHARES TR
422,662$21.3B1.30%
13
AGGISHARES TR
182,414$20.9B1.27%
14
AMZNAMAZON COM INC
6,250$20.5B1.25%
15
GOOGLALPHABET INC
6,950$18.6B1.13%
16
MSFTMICROSOFT CORP
62,848$17.7B1.08%
17
NEARISHARES U S ETF TR
313,907$15.7B0.96%
18
VVISA INC
66,430$14.8B0.90%
19
JPMJPMORGAN CHASE & CO
85,893$14.1B0.85%
20
METAFACEBOOK INC
37,534$12.7B0.77%
21
WMWASTE MGMT INC DEL
81,053$12.1B0.74%
22
JPSTJ P MORGAN EXCHANGE-TRADED F
222,233$11.3B0.68%
23
NVDANVIDIA CORPORATION
52,695$10.9B0.66%
24
CRMSALESFORCE COM INC
39,468$10.7B0.65%
25
DHRDANAHER CORPORATION
32,089$9.8B0.59%
26
CMECME GROUP INC
46,914$9.1B0.55%
27
JNJJOHNSON & JOHNSON
53,942$8.7B0.53%
28
DISDISNEY WALT CO
51,329$8.7B0.53%
29
ECLECOLAB INC
37,935$7.9B0.48%
30
INTCINTEL CORP
145,998$7.8B0.47%
31
ABTABBOTT LABS
65,580$7.7B0.47%
32
BLKCHFBLACKROCK INC
9,114$7.6B0.46%
33
BKNGBOOKING HOLDINGS INC
3,183$7.6B0.46%
34
PGPROCTER AND GAMBLE CO
53,884$7.5B0.46%
35
UPSUNITED PARCEL SERVICE INC
41,319$7.5B0.46%
36
SHWSHERWIN WILLIAMS CO
26,694$7.5B0.45%
37
HONHONEYWELL INTL INC
35,092$7.4B0.45%
38
SYKSTRYKER CORPORATION
27,526$7.3B0.44%
39
PHPARKER-HANNIFIN CORP
25,441$7.1B0.43%
40
CBCHUBB LIMITED
40,579$7.0B0.43%
41
TJXTJX COS INC NEW
102,943$6.8B0.41%
42
VOVANGUARD INDEX FDS
27,629$6.5B0.40%
43
CVSCVS HEALTH CORP
76,612$6.5B0.39%
44
CVXCHEVRON CORP NEW
63,852$6.5B0.39%
45
PYPLPAYPAL HLDGS INC
24,639$6.4B0.39%
46
AFRMAFFIRM HLDGS INC
51,369$6.1B0.37%
47
MDLZMONDELEZ INTL INC
104,715$6.1B0.37%
48
VBVANGUARD INDEX FDS
26,977$5.9B0.36%
49
MDYSPDR S&P MIDCAP 400 ETF TR
11,191$5.4B0.33%
50
ACWXISHARES TR
91,446$5.1B0.31%
51
ESGUISHARES TR
50,292$5.0B0.30%
52
VTIVANGUARD INDEX FDS
22,147$4.9B0.30%
53
HSYHERSHEY CO
29,015$4.9B0.30%
54
ESGDISHARES TR
60,686$4.8B0.29%
55
BABOEING CO
20,857$4.6B0.28%
56
KEYSKEYSIGHT TECHNOLOGIES INC
27,551$4.5B0.27%
57
GEGENERAL ELECTRIC CO
39,473$4.1B0.25%
58
AMTAMERICAN TOWER CORP NEW
15,240$4.0B0.25%
59
ICLNISHARES TR
181,254$3.9B0.24%
60
VEAVANGUARD TAX-MANAGED INTL FD
76,790$3.9B0.24%
61
ESMLISHARES TR
98,303$3.8B0.23%
62
IWVISHARES TR
14,425$3.7B0.22%
63
DFUSDIMENSIONAL ETF TRUST
75,778$3.6B0.22%
64
COINCOINBASE GLOBAL INC
15,077$3.4B0.21%
65
SCHXSCHWAB STRATEGIC TR
29,752$3.1B0.19%
66
STZCONSTELLATION BRANDS INC
14,124$3.0B0.18%
67
MRKMERCK & CO INC
36,184$2.7B0.17%
68
ESGEISHARES INC
65,436$2.7B0.16%
69
SCHFSCHWAB STRATEGIC TR
69,443$2.7B0.16%
70
VUGVANGUARD INDEX FDS
8,762$2.5B0.15%
71
IWBISHARES TR
10,230$2.5B0.15%
72
COUPEURCOUPA SOFTWARE INC
10,819$2.4B0.14%
73
ACNACCENTURE PLC IRELAND
7,363$2.4B0.14%
74
GILDGILEAD SCIENCES INC
32,785$2.3B0.14%
75
ACWIISHARES TR
21,582$2.2B0.13%
76
GOOGALPHABET INC
782$2.1B0.13%
77
IWOISHARES TR
6,872$2.0B0.12%
78
NULVNUSHARES ETF TR
53,460$2.0B0.12%
79
XLVSELECT SECTOR SPDR TR
15,338$2.0B0.12%
80
COSTCOSTCO WHSL CORP NEW
4,102$1.8B0.11%
81
HDHOME DEPOT INC
5,483$1.8B0.11%
82
DGDOLLAR GEN CORP NEW
8,370$1.8B0.11%
83
GQ9SPDR GOLD TR
9,468$1.6B0.09%
84
OEFISHARES TR
7,403$1.5B0.09%
85
EEMISHARES TR
28,210$1.4B0.09%
86
CSCOCISCO SYS INC
25,695$1.4B0.08%
87
VEUVANGUARD INTL EQUITY INDEX F
21,668$1.3B0.08%
88
XLKSELECT SECTOR SPDR TR
8,710$1.3B0.08%
89
VIGVANGUARD SPECIALIZED FUNDS
7,572$1.2B0.07%
90
MUBISHARES TR
8,668$1.0B0.06%
91
UNHUNITEDHEALTH GROUP INC
2,500$977.0M0.06%
92
SCHESCHWAB STRATEGIC TR
30,898$942.0M0.06%
93
XOMEXXON MOBIL CORP
15,979$940.0M0.06%
94
SCHCSCHWAB STRATEGIC TR
20,769$862.0M0.05%
95
BRK/BBERKSHIRE HATHAWAY INC DEL
3,123$852.0M0.05%
96
PGRPROGRESSIVE CORP
8,754$791.0M0.05%
97
FISVFISERV INC
7,291$791.0M0.05%
98
VVVANGUARD INDEX FDS
3,690$741.0M0.04%
99
SLYSPDR SER TR
7,676$727.0M0.04%
100
AIOTPOWERFLEET INC
106,780$715.0M0.04%
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