Sand Hill Global Advisors, LLC Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$1.1T

Holdings

135

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
728,782$234.6B21.25%
2
EFAISHARES TR
1,419,629$98.6B8.93%
3
VWOVANGUARD INTL EQUITY INDEX F
1,947,260$86.6B7.85%
4
IWMISHARES TR
467,544$77.5B7.02%
5
VOOVANGUARD INDEX FDS
237,260$70.2B6.36%
6
VNQVANGUARD INDEX FDS
585,094$54.3B4.92%
7
OEFISHARES TR
181,760$26.2B2.37%
8
AGGISHARES TR
218,276$24.5B2.22%
9
IVVISHARES TR
65,728$21.2B1.92%
10
ICSHISHARES TR
347,719$17.5B1.59%
11
VEAVANGUARD TAX MANAGED INTL FD
342,056$15.1B1.37%
12
AAPLAPPLE INC
51,230$15.0B1.36%
13
VVISA INC
69,449$13.0B1.18%
14
JPSTJP MORGAN EXCHANGE TRADED FD
232,037$11.7B1.06%
15
MSFTMICROSOFT CORP
71,316$11.2B1.02%
16
AMZNAMAZON COM INC
5,892$10.9B0.99%
17
JPMJPMORGAN CHASE & CO
77,339$10.8B0.98%
18
GOOGLALPHABET INC
7,639$10.2B0.93%
19
METAFACEBOOK INC
47,686$9.8B0.89%
20
NEARISHARES US ETF TR
194,449$9.8B0.89%
21
DISDISNEY WALT CO
55,596$8.0B0.73%
22
JNJJOHNSON & JOHNSON
54,134$7.9B0.72%
23
CMECME GROUP INC
37,913$7.6B0.69%
24
VOVANGUARD INDEX FDS
41,750$7.4B0.67%
25
PGPROCTER & GAMBLE CO
56,439$7.0B0.64%
26
INTCINTEL CORP
116,430$7.0B0.63%
27
VTIVANGUARD INDEX FDS
42,408$6.9B0.63%
28
TAT&T INC
177,159$6.9B0.63%
29
ABTABBOTT LABS
74,900$6.5B0.59%
30
CRMSALESFORCE COM INC
39,943$6.5B0.59%
31
DHRDANAHER CORPORATION
41,186$6.3B0.57%
32
BNDXVANGUARD CHARLOTTE FDS
110,096$6.2B0.56%
33
ECLECOLAB INC
31,266$6.0B0.55%
34
HONHONEYWELL INTL INC
33,165$5.9B0.53%
35
CVXCHEVRON CORP NEW
48,160$5.8B0.53%
36
CBCHUBB LIMITED
36,003$5.6B0.51%
37
SHWSHERWIN WILLIAMS CO
9,471$5.5B0.50%
38
VBVANGUARD INDEX FDS
33,163$5.5B0.50%
39
VFCV F CORP
54,275$5.4B0.49%
40
PHPARKER HANNIFIN CORP
26,230$5.4B0.49%
41
PFEPFIZER INC
129,704$5.1B0.46%
42
MDLZMONDELEZ INTL INC
87,686$4.8B0.44%
43
WYWEYERHAEUSER CO
158,362$4.8B0.43%
44
UPSUNITED PARCEL SERVICE INC
40,740$4.8B0.43%
45
FISFIDELITY NATL INFORMATION SV
33,240$4.6B0.42%
46
BLKCHFBLACKROCK INC
9,126$4.6B0.42%
47
XOMEXXON MOBIL CORP
63,980$4.5B0.40%
48
CVSCVS HEALTH CORP
58,944$4.4B0.40%
49
MDYSPDR S&P MIDCAP 400 ETF TR
11,657$4.4B0.40%
50
SCHWTHE CHARLES SCHWAB CORPORATI
88,951$4.2B0.38%
51
WMWASTE MGMT INC DEL
36,072$4.1B0.37%
52
SPABSPDR SERIES TRUST
138,610$4.1B0.37%
53
VUGVANGUARD INDEX FDS
21,376$3.9B0.35%
54
VEUVANGUARD INTL EQUITY INDEX F
72,216$3.9B0.35%
55
MUBISHARES TR
33,256$3.8B0.34%
56
MMM3M CO
21,410$3.8B0.34%
57
HSYHERSHEY CO
25,004$3.7B0.33%
58
IWVISHARES TR
19,384$3.7B0.33%
59
PYPLPAYPAL HLDGS INC
33,691$3.6B0.33%
60
GEGENERAL ELECTRIC CO
313,930$3.5B0.32%
61
SLYSPDR SERIES TRUST
46,634$3.4B0.31%
62
IWOISHARES TR
14,305$3.1B0.28%
63
GILDGILEAD SCIENCES INC
45,530$3.0B0.27%
64
ACWXISHARES TR
58,458$2.9B0.26%
65
STZCONSTELLATION BRANDS INC
13,435$2.5B0.23%
66
IWBISHARES TR
11,775$2.1B0.19%
67
XLVSELECT SECTOR SPDR TR
18,343$1.9B0.17%
68
IJHISHARES TR
8,123$1.7B0.15%
69
ACNACCENTURE PLC IRELAND
7,685$1.6B0.15%
70
BACVERIZON COMMUNICATIONS INC
24,530$1.5B0.14%
71
VXUSVANGUARD STAR FD
27,026$1.5B0.14%
72
CSCOCISCO SYS INC
28,072$1.3B0.12%
73
DGDOLLAR GEN CORP NEW
8,502$1.3B0.12%
74
GOOGALPHABET INC
911$1.2B0.11%
75
COSTCOSTCO WHSL CORP NEW
4,145$1.2B0.11%
76
HDHOME DEPOT INC
5,413$1.2B0.11%
77
UNHUNITEDHEALTH GROUP INC
3,825$1.1B0.10%
78
TSMTAIWAN SEMICONDUCTOR MFG LTD
17,568$1.0B0.09%
79
ISRGINTUITIVE SURGICAL INC
1,695$1.0B0.09%
80
PGRPROGRESSIVE CORP OHIO
13,577$983.0M0.09%
81
VCSHVANGUARD SCOTTSDALE FDS
12,007$973.0M0.09%
82
FISVFISERV INC
8,291$959.0M0.09%
83
VIGVANGUARD GROUP
7,393$922.0M0.08%
84
BF/BBROWN FORMAN CORP
13,357$903.0M0.08%
85
RIORIO TINTO PLC
12,970$770.0M0.07%
86
AIVLWISDOMTREE TR
8,050$745.0M0.07%
87
INVESCO QQQ TR
3,491$742.0M0.07%
88
TFCTRUIST FINL CORP
13,007$733.0M0.07%
89
CLCOLGATE PALMOLIVE CO
10,071$693.0M0.06%
90
TDTORONTO DOMINION BK ONT
12,326$692.0M0.06%
91
ULUNILEVER PLC
11,818$676.0M0.06%
92
XLKSELECT SECTOR SPDR TR
7,334$672.0M0.06%
93
WFCWELLS FARGO CO NEW
11,395$613.0M0.06%
94
MRKMERCK & CO INC
6,442$586.0M0.05%
95
IWFISHARES TR
3,236$569.0M0.05%
96
PEPPEPSICO INC
4,152$567.0M0.05%
97
RTN1USDRAYTHEON CO
2,572$565.0M0.05%
98
BRK/BBERKSHIRE HATHAWAY INC DEL
2,461$557.0M0.05%
99
CCKCROWN HOLDINGS INC
7,684$557.0M0.05%
100
VVVANGUARD INDEX FDS
3,741$553.0M0.05%
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