Fund HoldingsSand Hill Global Advisors, LLC

Total Portfolio Value
$2.43B
Total Bought
$279.60M
Total Sold
$157.72M
Net Transaction
+$121.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
58,6061,075,390+1,016,7843,39963,8782.63%+60,479
INVESCO QQQ TR6,941135,643+128,7023,54863,6062.62%+60,057
ISHARES TR02,825,948+2,825,9480230,9659.51%+230,965
BERKSHIRE HATHAWAY INC DEL019+19015,1700.62%+15,170
DOXIMITY INC(DOCS)63,013240,301+177,2883,36413,9450.57%+10,580
VANGUARD INTL EQUITY INDEX F03,257,475+3,257,4750147,4336.07%+147,433
KIMBERLY-CLARK CORP(KMB)040,938+40,93805,8220.24%+5,822
BROADCOM INC(AVGO)3,15037,466+34,3167306,2730.26%+5,543
ISHARES TR
ULTRA SHORT DUR
303,882387,149+83,26715,32519,6280.81%+4,304
SNOWFLAKE INC(SNOW)028,163+28,16304,1160.17%+4,116
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0309,225+309,225015,6560.64%+15,656
PGIM ETF TR
PGIM ULTRA SH BD
0311,846+311,846015,5080.64%+15,508
TARGET CORP(TGT)035,607+35,60703,7160.15%+3,716
VERTEX PHARMACEUTICALS INC(VRTX)06,925+6,92503,3570.14%+3,357
ENTERGY CORP NEW(ETR)031,861+31,86102,7240.11%+2,724
INVESCO EXCH TRADED FD TR II
ESG NASDAQ 100
080,009+80,00902,5430.10%+2,543
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
077,629+77,62902,3050.09%+2,305
VEEVA SYS INC(VEEV)48,82052,869+4,04910,26412,2460.50%+1,982
VANGUARD INDEX FDS0844,384+844,384076,4513.15%+76,451
WYNN RESORTS LTD(WYNN)26,15048,335+22,1852,2534,0360.17%+1,783
VISA INC(V)050,968+50,968017,8620.74%+17,862
CHEVRON CORP NEW(CVX)062,090+62,090010,3870.43%+10,387
CME GROUP INC(CME)38,72638,461-2658,99310,2030.42%+1,210
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
026,169+26,16901,1470.05%+1,147
AMERICAN ELEC PWR CO INC060,147+60,14706,5720.27%+6,572
WASTE MGMT INC DEL(WM)032,714+32,71407,5740.31%+7,574
ABBOTT LABS061,602+61,60208,1710.34%+8,171
NEWMONT CORP(NEM)082,702+82,70203,9930.16%+3,993
ISHARES TR
ESG AW MSCI EAFE
0120,388+120,38809,8350.41%+9,835
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
018,351+18,35108380.03%+838
AMAZON COM INC(AMZN)105,138125,435+20,29723,06623,8650.98%+799
DOORDASH INC(DASH)52,21252,21208,7599,5430.39%+784
VANGUARD INDEX FDS1,8365,115+3,2795141,2880.05%+774
JOHNSON & JOHNSON(JNJ)049,890+49,89008,2740.34%+8,274
VANGUARD TAX-MANAGED FDS0323,943+323,943016,4660.68%+16,466
VANGUARD STAR FDS011,169+11,16906940.03%+694
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
414,311423,086+8,77572,60073,2913.02%+692
VANGUARD INDEX FDS043,606+43,60609,6700.40%+9,670
VANGUARD INDEX FDS06,752+6,75201,7460.07%+1,746
ECOLAB INC(ECL)032,983+32,98308,3620.34%+8,362
ELI LILLY & CO(LLY)08,612+8,61207,1130.29%+7,113
ISHARES TR
ESG AWR US AGRGT
0109,703+109,70305,2090.21%+5,209
CHENIERE ENERGY INC(LNG)23,43623,773+3375,0365,5010.23%+465
BERKSHIRE HATHAWAY INC DEL7,3887,115-2733,3493,7890.16%+440
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
13,36026,985+13,6254628900.04%+428
COURSERA INC(COUR)061,988+61,98804130.02%+413
ISHARES TR0115,173+115,17306,3860.26%+6,386
PROLOGIS INC.(PLD)040,380+40,38004,5140.19%+4,514
PROGRESSIVE CORP(PGR)07,942+7,94202,2480.09%+2,248
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
05,210+5,21003120.01%+312
ISHARES TR
CORE UNIVRSL USD
06,570+6,57003030.01%+303
PROCTER AND GAMBLE CO(PG)052,831+52,83109,0030.37%+9,003
ABBVIE INC(ABBV)07,336+7,33601,5370.06%+1,537
STRYKER CORPORATION(SYK)023,458+23,45808,7320.36%+8,732
AMGEN INC(AMGN)0699+69902180.01%+218
FIRST TR EXCH TRADED FD III012,379+12,37902180.01%+218
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,109+1,10902140.01%+214
ZOETIS INC(ZTS)019,163+19,16303,1550.13%+3,155
NEXTERA ENERGY INC(NEE)02,959+2,95902100.01%+210
FASTENAL CO(FAST)02,633+2,63302040.01%+204
MCDONALDS CORP(MCD)02,562+2,56208000.03%+800
DUKE ENERGY CORP NEW(DUK)01,666+1,66602030.01%+203
REALTY INCOME CORP(O)03,482+3,48202020.01%+202
NETFLIX INC(NFLX)1,1471,306+1591,0221,2180.05%+196
ISHARES INC
ESG AWR MSCI EM
0112,755+112,75503,9410.16%+3,941
VANGUARD SPECIALIZED FUNDS09,035+9,03501,7530.07%+1,753
VANGUARD BD INDEX FDS6,1088,228+2,1204396040.02%+165
COCA COLA CO(KO)09,103+9,10306520.03%+652
SCHWAB STRATEGIC TR0121,062+121,06202,3950.10%+2,395
UBER TECHNOLOGIES INC(UBER)013,228+13,22809640.04%+964
TJX COS INC NEW(TJX)089,880+89,880010,9470.45%+10,947
ALPHABET INC(GOOG)18,20723,013+4,8063,4673,5950.15%+128
COEUR MNG INC(CDE)019,000+19,00001120.00%+112
RTX CORPORATION(RTX)03,588+3,58804750.02%+475
LOWES COS INC(LOW)03,521+3,52108210.03%+821
JPMORGAN CHASE & CO.(JPM)85,67684,110-1,56620,53720,6320.85%+95
3M CO(MMM)03,053+3,05304480.02%+448
VANGUARD INTL EQUITY INDEX F024,058+24,05801,4590.06%+1,459
COSTCO WHSL CORP NEW(COST)3,6783,642-363,3703,4450.14%+74
PHILIP MORRIS INTL INC(PM)1,7801,78002142830.01%+68
GE AEROSPACE(GE)01,843+1,84303690.02%+369
AFLAC INC(AFL)07,333+7,33308150.03%+815
MASTERCARD INCORPORATED(MA)2,6762,644-321,4091,4490.06%+40
EXXON MOBIL CORP015,624+15,62401,8580.08%+1,858
PEPSICO INC(PEP)03,249+3,24904870.02%+487
AUTOMATIC DATA PROCESSING IN2,2582,289+316616990.03%+38
MERCK & CO INC(MRK)04,662+4,66204180.02%+418
ISHARES INC
CORE MSCI EMKT
017,652+17,65209530.04%+953
SCHWAB STRATEGIC TR018,062+18,06206480.03%+648
SCHWAB CHARLES CORP(SCHW)5,7485,74804254500.02%+25
INTERNATIONAL BUSINESS MACHS(IBM)02,927+2,92707280.03%+728
UNION PAC CORP(UNP)02,457+2,45705800.02%+580
SCHWAB STRATEGIC TR023,792+23,79206560.03%+656
PALANTIR TECHNOLOGIES INC(PLTR)9,4638,695-7687167340.03%+18
LINDE PLC(LIN)0774+77403600.01%+360
ISHARES TR05,623+5,62303570.01%+357
BRISTOL-MYERS SQUIBB CO(BMY)5,2645,097-1672983110.01%+13
STARBUCKS CORP(SBUX)02,223+2,22302180.01%+218
SPDR GOLD TR(GLD)3,3862,866-5208208260.03%+6
ISHARES TR1,6471,64702162210.01%+5
Page 1 of 1