Sand Hill Global Advisors, LLC Q4 2022 Filing

Filed February 10, 2023

Portfolio Value

$1.8T

Holdings

160

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (160 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYSPDR S&P 500 ETF TR	639,992	$244.8B	13.82%
2	EFAISHARES TR	2,667,960	$175.1B	9.88%
3	VOOVANGUARD INDEX FDS	359,110	$126.2B	7.12%
4	IJHISHARES TR	442,257	$107.0B	6.04%
5	IUSVISHARES TR	1,467,990	$103.7B	5.85%
6	IWMISHARES TR	587,350	$102.4B	5.78%
7	VWOVANGUARD INTL EQUITY INDEX F	2,329,510	$90.8B	5.13%
8	SUBISHARES TR	597,028	$62.3B	3.51%
9	VGLTVANGUARD SCOTTSDALE FDS	733,251	$45.2B	2.55%
10	AGGISHARES TR	454,647	$44.1B	2.49%
11	VNQVANGUARD INDEX FDS	459,963	$37.9B	2.14%
12	IVVISHARES TR	80,835	$31.1B	1.75%
13	BIVVANGUARD BD INDEX FDS	385,713	$28.7B	1.62%
14	AAPLAPPLE INC	161,413	$21.0B	1.18%
15	ICSHISHARES TR	404,974	$20.3B	1.14%
16	MSFTMICROSOFT CORP	65,897	$15.8B	0.89%
17	JPSTJ P MORGAN EXCHANGE TRADED F	312,345	$15.7B	0.88%
18	VEAVANGUARD TAX-MANAGED FDS	354,389	$14.9B	0.84%
19	VGSHVANGUARD SCOTTSDALE FDS	255,649	$14.8B	0.83%
20	EEMISHARES TR	378,134	$14.3B	0.81%
21	VVISA INC	66,477	$13.8B	0.78%
22	JPMJPMORGAN CHASE & CO	93,782	$12.6B	0.71%
23	NEARISHARES U S ETF TR	252,006	$12.4B	0.70%
24	GOOGLALPHABET INC	138,949	$12.3B	0.69%
25	WMWASTE MGMT INC DEL	71,574	$11.2B	0.63%
26	MUBISHARES TR	103,699	$10.9B	0.62%
27	CVXCHEVRON CORP NEW	60,513	$10.9B	0.61%
28	JNJJOHNSON & JOHNSON	56,611	$10.0B	0.56%
29	AMZNAMAZON COM INC	118,780	$10.0B	0.56%
30	BKNGBOOKING HOLDINGS INC	4,720	$9.5B	0.54%
31	ESMLISHARES TR	282,892	$9.3B	0.53%
32	VBKVANGUARD INDEX FDS	46,207	$9.3B	0.52%
33	ESGUISHARES TR	106,904	$9.1B	0.51%
34	CBCHUBB LIMITED	39,708	$8.8B	0.49%
35	ABTABBOTT LABS	77,999	$8.6B	0.48%
36	TJXTJX COS INC NEW	107,542	$8.6B	0.48%
37	PGPROCTER AND GAMBLE CO	55,199	$8.4B	0.47%
38	DHRDANAHER CORPORATION	30,783	$8.2B	0.46%
39	HONHONEYWELL INTL INC	36,525	$7.8B	0.44%
40	PHPARKER-HANNIFIN CORP	26,183	$7.6B	0.43%
41	CMECME GROUP INC	44,998	$7.6B	0.43%
42	ESGDISHARES TR	112,343	$7.4B	0.42%
43	ADBEADOBE SYSTEMS INCORPORATED	21,701	$7.3B	0.41%
44	BABOEING CO	38,048	$7.2B	0.41%
45	UPSUNITED PARCEL SERVICE INC	41,470	$7.2B	0.41%
46	BLKCHFBLACKROCK INC	9,875	$7.0B	0.39%
47	MDLZMONDELEZ INTL INC	104,447	$7.0B	0.39%
48	CVSCVS HEALTH CORP	74,633	$7.0B	0.39%
49	NVDANVIDIA CORPORATION	47,479	$6.9B	0.39%
50	VOVANGUARD INDEX FDS	32,181	$6.6B	0.37%
51	VBVANGUARD INDEX FDS	35,552	$6.5B	0.37%
52	SYKSTRYKER CORPORATION	26,364	$6.4B	0.36%
53	NULVNUSHARES ETF TR	186,701	$6.4B	0.36%
54	AAXJISHARES TR	97,440	$6.3B	0.36%
55	HSYHERSHEY CO	26,046	$6.0B	0.34%
56	ECLECOLAB INC	39,548	$5.8B	0.32%
57	CRMSALESFORCE INC	41,400	$5.5B	0.31%
58	MDYSPDR S&P MIDCAP 400 ETF TR	11,888	$5.3B	0.30%
59	DISDISNEY WALT CO	58,140	$5.1B	0.29%
60	TLTISHARES TR	48,391	$4.8B	0.27%
61	ACWXISHARES TR	101,539	$4.6B	0.26%
62	KEYSKEYSIGHT TECHNOLOGIES INC	26,757	$4.6B	0.26%
63	VTIVANGUARD INDEX FDS	22,240	$4.3B	0.24%
64	SYYSYSCO CORP	53,910	$4.1B	0.23%
65	ESGEISHARES INC	134,090	$4.0B	0.23%
66	INTCINTEL CORP	134,027	$3.5B	0.20%
67	LNGCHENIERE ENERGY INC	23,301	$3.5B	0.20%
68	IWBISHARES TR	15,970	$3.4B	0.19%
69	STZCONSTELLATION BRANDS INC	14,504	$3.4B	0.19%
70	VTVVANGUARD INDEX FDS	23,207	$3.3B	0.18%
71	AMTAMERICAN TOWER CORP NEW	15,326	$3.2B	0.18%
72	DFUSDIMENSIONAL ETF TRUST	77,308	$3.2B	0.18%
73	METAMETA PLATFORMS INC	26,531	$3.2B	0.18%
74	ICLNISHARES TR	158,772	$3.2B	0.18%
75	ZTSZOETIS INC	20,691	$3.0B	0.17%
76	ABBVABBVIE INC	18,687	$3.0B	0.17%
77	IVLUISHARES TR	126,575	$2.9B	0.17%
78	IWVISHARES TR	12,168	$2.7B	0.15%
79	SCHXSCHWAB STRATEGIC TR	55,994	$2.5B	0.14%
80	TSLATESLA INC	20,517	$2.5B	0.14%
81	MUNIPIMCO ETF TR	43,777	$2.2B	0.13%
82	ACNACCENTURE PLC IRELAND	8,123	$2.2B	0.12%
83	DGDOLLAR GEN CORP NEW	8,520	$2.1B	0.12%
84	SCHFSCHWAB STRATEGIC TR	64,256	$2.1B	0.12%
85	HDHOME DEPOT INC	6,406	$2.0B	0.11%
86	XLVSELECT SECTOR SPDR TR	14,879	$2.0B	0.11%
87	BONDPIMCO ETF TR	21,893	$2.0B	0.11%
88	COSTCOSTCO WHSL CORP NEW	4,139	$1.9B	0.11%
89	ACWIISHARES TR	21,246	$1.8B	0.10%
90	VUGVANGUARD INDEX FDS	7,815	$1.7B	0.09%
91	UNHUNITEDHEALTH GROUP INC	3,031	$1.6B	0.09%
92	GOOGALPHABET INC	17,108	$1.5B	0.09%
93	IWOISHARES TR	6,939	$1.5B	0.08%
94	NUSCNUSHARES ETF TR	41,156	$1.4B	0.08%
95	EMBISHARES TR	16,441	$1.4B	0.08%
96	BRK/BBERKSHIRE HATHAWAY INC DEL	4,133	$1.3B	0.07%
97	CSCOCISCO SYS INC	23,024	$1.1B	0.06%
98	XLKSELECT SECTOR SPDR TR	8,709	$1.1B	0.06%
99	VIGVANGUARD SPECIALIZED FUNDS	7,087	$1.1B	0.06%
100	PGRPROGRESSIVE CORP	7,837	$1.0B	0.06%

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