Fund HoldingsSand Hill Global Advisors, LLC

Total Portfolio Value
$2.01B
Total Bought
$272.64M
Total Sold
$165.67M
Net Transaction
+$106.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)636,439758,487+122,048260,552336,22216.71%+75,670
VANGUARD INDEX FDS359,898447,305+87,407135,347182,1789.05%+46,832
VANGUARD INTL EQUITY INDEX F2,392,2703,222,035+829,76596,648131,0726.51%+34,425
ISHARES TR
US TREAS BD ETF
01,070,773+1,070,773024,5211.22%+24,521
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
824,1411,158,964+334,82353,98973,6293.66%+19,639
ISHARES TR596,527620,447+23,920106,420116,1915.77%+9,771
ISHARES TR80,17391,783+11,61032,95840,9082.03%+7,951
ISHARES TR440,711450,846+10,135110,248117,8875.86%+7,639
ISHARES TR
ESG AWR MSCI USA
106,914168,289+61,3759,67016,4010.81%+6,731
AUTODESK INC029,620+29,62006,0610.30%+6,061
ENPHASE ENERGY INC(ENPH)028,416+28,41604,7590.24%+4,759
APPLE INC(AAPL)161,682159,383-2,29926,66130,9161.54%+4,254
AMAZON COM INC(AMZN)119,499118,402-1,09712,34315,4350.77%+3,092
ISHARES TR2,665,6262,670,783+5,157190,646193,6329.62%+2,986
MICROSOFT CORP(MSFT)65,78964,431-1,35818,96721,9411.09%+2,974
VANGUARD INDEX FDS820,061849,479+29,41868,09870,9823.53%+2,885
ISHARES TR21,24649,990+28,7441,9374,7960.24%+2,859
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
270,424321,332+50,90815,83118,5500.92%+2,720
ISHARES TR483,074518,849+35,77548,13350,8212.53%+2,688
ALPHABET INC(GOOG)159,769160,181+41216,57319,1740.95%+2,601
ADOBE SYSTEMS INCORPORATED(ADBE)21,72721,583-1448,37310,5540.52%+2,181
META PLATFORMS INC(META)29,25428,447-8076,2008,1640.41%+1,964
VANGUARD BD INDEX FDS390,516420,966+30,45029,96831,6691.57%+1,701
TESLA INC(TSLA)22,68924,082+1,3934,7076,3040.31%+1,597
JPMORGAN CHASE & CO(JPM)93,35093,264-8612,16413,5640.67%+1,400
NVIDIA CORPORATION(NVDA)44,96332,530-12,43312,48913,7610.68%+1,272
ECOLAB INC(ECL)40,15840,232+746,6477,5110.37%+864
JOHNSON & JOHNSON(JNJ)57,10157,733+6328,8519,5560.47%+705
PARKER-HANNIFIN CORP(PH)24,44122,859-1,5828,2158,9160.44%+701
HONEYWELL INTL INC(HON)36,78537,041+2567,0307,6860.38%+656
DOORDASH INC(DASH)49,41649,41603,1413,7760.19%+635
TJX COS INC NEW(TJX)103,726102,294-1,4328,1288,6740.43%+546
ISHARES TR
ESG AWARE MSCI
283,982286,831+2,8499,65310,1880.51%+536
SPDR SER TR
ST STR SP600 SML
013,406+13,40605210.03%+521
CONSTELLATION BRANDS INC(STZ)14,59515,351+7563,2973,7780.19%+481
VISA INC(V)65,69164,244-1,44714,81115,2570.76%+446
ISHARES INC
ESG AWR MSCI EM
136,069148,644+12,5754,2834,7020.23%+418
ISHARES TR11,01511,827+8122,4812,8830.14%+402
STRYKER CORPORATION(SYK)26,64426,202-4427,6067,9940.40%+388
WASTE MGMT INC DEL(WM)70,95468,788-2,16611,57811,9290.59%+351
BLACKROCK INC(BLK)9,7889,978+1906,5496,8960.34%+347
VANGUARD INDEX FDS22,05721,923-1344,5024,8290.24%+327
KEYSIGHT TECHNOLOGIES INC(KEYS)25,90026,911+1,0114,1824,5060.22%+324
ISHARES GOLD TR(IAU)08,291+8,29103020.01%+302
SALESFORCE INC(CRM)40,90640,069-8378,1728,4650.42%+293
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
77,30877,30803,4353,7230.18%+288
VANGUARD INDEX FDS7,8447,903+591,9572,2360.11%+280
VANGUARD INDEX FDS31,23231,078-1546,5876,8420.34%+255
TURTLE BEACH CORP020,962+20,96202440.01%+244
SPDR S&P MIDCAP 400 ETF TR(MDY)11,88811,88805,4505,6940.28%+244
SCHWAB STRATEGIC TR55,99455,99402,7082,9320.15%+224
ISHARES TR12,15312,076-772,8613,0730.15%+212
PROCTER AND GAMBLE CO(PG)55,67955,792+1138,2798,4660.42%+187
ZOETIS INC(ZTS)22,60122,845+2443,7623,9340.20%+172
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,1027,965-1371,2231,3850.07%+161
MONDELEZ INTL INC(MDLZ)104,526101,919-2,6077,2887,4340.37%+146
COSTCO WHSL CORP NEW(COST)4,1054,060-452,0402,1860.11%+146
ACCENTURE PLC IRELAND
SHS CLASS A
8,2868,123-1632,3682,5070.12%+138
UBER TECHNOLOGIES INC(UBER)012,263+12,26305290.03%+529
SHOPIFY INC(SHOP)06,257+6,25704040.02%+404
VANGUARD TAX-MANAGED FDS337,090332,088-5,00215,22615,3360.76%+109
ISHARES TR6,8726,87201,5591,6680.08%+109
ORACLE CORP(ORCL)05,880+5,88007000.03%+700
HERCULES CAPITAL INC(HCXY)054,348+54,34808040.04%+804
FISERV INC(FISV)06,986+6,98608810.04%+881
VANGUARD INDEX FDS30,85029,858-9925,8485,9380.30%+91
ISHARES TR02,495+2,49506870.03%+687
SOUNDHOUND AI INC(SOUN)048,575+48,57502210.01%+221
ALBEMARLE CORP(ALB)19,79819,982+1844,3764,4580.22%+82
ISHARES TR5,4235,245-1781,0141,0860.05%+72
BERKSHIRE HATHAWAY INC DEL4,7634,523-2401,4711,5420.08%+72
ISHARES TR
MSCI INTL VLU FT
43,47144,672+1,2011,0781,1370.06%+59
VANGUARD INDEX FDS03,690+3,69007480.04%+748
VANGUARD SPECIALIZED FUNDS6,9466,94601,0701,1280.06%+58
SCHWAB STRATEGIC TR64,25664,25602,2362,2910.11%+55
NUSHARES ETF TR
NUVEEN ESG SMLCP
32,33932,33901,1451,1960.06%+51
SELECT SECTOR SPDR TR
ST STR CARE ETF
14,87914,871-81,9261,9740.10%+48
ISHARES TR101,539101,551+124,9524,9980.25%+46
LOWES COS INC(LOW)01,715+1,71503870.02%+387
MCDONALDS CORP(MCD)02,184+2,18406520.03%+652
WELLS FARGO CO NEW(WFC)06,718+6,71802870.01%+287
INVESCO QQQ TR0866+86603200.02%+320
FIVE9 INC(FIVN)03,224+3,22402660.01%+266
HOME DEPOT INC(HD)6,8226,585-2372,0132,0450.10%+32
AFLAC INC(AFL)07,864+7,86405490.03%+549
SYNOPSYS INC(SNPS)0526+52602290.01%+229
LINDE PLC(LIN)0890+89003390.02%+339
MERCK & CO INC(MRK)03,781+3,78104360.02%+436
ISHARES TR03,463+3,46303240.02%+324
DIMENSIONAL ETF TRUST
US TARGETED VLU
010,068+10,06804670.02%+467
VANGUARD INTL EQUITY INDEX F19,86719,772-951,0621,0760.05%+13
ISHARES TR
ESG AW MSCI EAFE
109,628108,164-1,4647,8767,8880.39%+13
FIRST TR LRGE CP CORE ALPHA
COM SHS
03,463+3,46302910.01%+291
NUSHARES ETF TR
NUVEEN ESG INTL
014,297+14,29704140.02%+414
SCHWAB STRATEGIC TR030,898+30,89807610.04%+761
JACOBS SOLUTIONS INC(J)02,042+2,04202430.01%+243
SCHWAB STRATEGIC TR021,974+21,97407420.04%+742
HOLOGIC INC02,745+2,74502220.01%+222
ISHARES TR02,956+2,95604670.02%+467
ATRECA INC012,500+12,5000120.00%+12
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