Fund HoldingsSand Hill Global Advisors, LLC

Total Portfolio Value
$2.20B
Total Bought
$154.46M
Total Sold
$58.95M
Net Transaction
+$95.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR
US TREAS BD ETF
1,259,7951,808,982+549,18728,68640,8291.85%+12,143
VANGUARD INDEX FDS517,356520,994+3,638248,693260,56511.83%+11,872
PIMCO ETF TR
ACTIVE BD ETF
399,783522,944+123,16136,72447,6302.16%+10,906
NVIDIA CORPORATION(NVDA)28,242280,944+252,70225,51834,7081.58%+9,190
VEEVA SYS INC(VEEV)048,820+48,82008,9350.41%+8,935
SPDR SER TR
ST STR P500ETF
1,557,1111,627,226+70,11595,809104,1424.73%+8,333
ELI LILLY & CO(LLY)08,461+8,46107,6610.35%+7,661
ZOOM VIDEO COMMUNICATIONS IN(ZM)0111,128+111,12806,5780.30%+6,578
VANGUARD INTL EQUITY INDEX F2,966,6252,980,873+14,248123,916130,4435.92%+6,527
SPDR S&P 500 ETF TR(SPY)403,551399,154-4,397211,085217,2279.86%+6,142
APPLE INC(AAPL)0146,090+146,090030,7701.40%+30,770
ADVANCED MICRO DEVICES INC(AMD)028,390+28,39004,6050.21%+4,605
PROLOGIS INC.(PLD)039,567+39,56704,4440.20%+4,444
VANGUARD INDEX FDS3,69014,629+10,9398853,6520.17%+2,767
MICROSOFT CORP(MSFT)64,67566,694+2,01927,21029,8091.35%+2,599
ISHARES TR021,562+21,56202,1720.10%+2,172
ISHARES TR017,159+17,15902,0380.09%+2,038
INVESCO QQQ TR2,9186,779+3,8611,2963,2480.15%+1,952
AMAZON COM INC(AMZN)106,123108,459+2,33619,14220,9600.95%+1,817
ISHARES TR
CORE MSCI EAFE
020,589+20,58901,4960.07%+1,496
ISHARES TR011,600+11,60001,4790.07%+1,479
VANGUARD INDEX FDS06,434+6,43401,4770.07%+1,477
ALPHABET INC(GOOG)15,11120,097+4,9862,3013,6860.17%+1,385
PALO ALTO NETWORKS INC(PANW)021,562+21,56207,3100.33%+7,310
ISHARES TR102,624100,789-1,83553,95255,1552.50%+1,202
BERKSHIRE HATHAWAY INC DEL07,308+7,30802,9730.14%+2,973
ADOBE INC(ADBE)019,112+19,112010,6170.48%+10,617
ISHARES TR011,604+11,60401,0230.05%+1,023
META PLATFORMS INC(META)35,26535,903+63817,12418,1030.82%+979
ALPHABET INC(GOOG)152,197131,309-20,88822,97123,9181.09%+947
ISHARES INC
CORE MSCI EMKT
016,948+16,94809070.04%+907
VANGUARD INDEX FDS22,91825,341+2,4235,9566,7790.31%+823
SCHWAB STRATEGIC TR010,362+10,36208060.04%+806
NU HLDGS LTD(NU)11,53372,792+61,2591389380.04%+801
JPMORGAN CHASE & CO.(JPM)87,94391,048+3,10517,61518,4150.84%+800
VANGUARD INTL EQUITY INDEX F18,55532,024+13,4691,0881,8780.09%+790
ISHARES TR
ESG AWR MSCI USA
157,358158,065+70718,09018,8600.86%+770
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
147,786162,881+15,0957,4568,2210.37%+765
NETFLIX INC(NFLX)01,109+1,10907480.03%+748
TJX COS INC NEW(TJX)95,52794,716-8119,68810,4280.47%+740
SPDR GOLD TR(GLD)2,7435,909+3,1665641,2700.06%+706
NEWMONT CORP(NEM)0112,845+112,84504,7250.21%+4,725
BILL HOLDINGS INC012,608+12,60806630.03%+663
UBER TECHNOLOGIES INC(UBER)014,901+14,90101,0830.05%+1,083
VANGUARD INDEX FDS36,33840,714+4,3768,3078,8770.40%+571
SCHWAB STRATEGIC TR08,456+8,45605660.03%+566
ISHARES TR05,670+5,67005520.03%+552
MASTERCARD INCORPORATED(MA)1,3392,691+1,3526451,1870.05%+542
COSTCO WHSL CORP NEW(COST)3,9504,020+702,8943,4170.16%+523
BOOKING HOLDINGS INC(BKNG)01,536+1,53606,0850.28%+6,085
AMERICAN TOWER CORP NEW(AMT)018,268+18,26803,5510.16%+3,551
BROADCOM INC(AVGO)0295+29504740.02%+474
ISHARES TR0346,636+346,636014,7630.67%+14,763
VANGUARD WORLD FD
INF TECH ETF
4161,167+7512186730.03%+455
BANK MONTREAL QUE04,702+4,70203940.02%+394
TESLA INC(TSLA)021,930+21,93004,3390.20%+4,339
CHENIERE ENERGY INC(LNG)023,985+23,98504,1930.19%+4,193
ISHARES TR05,623+5,62303470.02%+347
GE AEROSPACE(GE)02,167+2,16703440.02%+344
VANGUARD WORLD FD
HEALTH CAR ETF
01,294+1,29403440.02%+344
HONEYWELL INTL INC(HON)036,584+36,58407,8120.35%+7,812
MARTIN MARIETTA MATLS INC(MLM)0552+55202990.01%+299
ISHARES GOLD TR(IAU)06,457+6,45702840.01%+284
ISHARES TR02,533+2,53302700.01%+270
NOVO-NORDISK A S(NVO)01,855+1,85502650.01%+265
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,411+6,41102640.01%+264
REALTY INCOME CORP(O)04,682+4,68202470.01%+247
APPLIED MATLS INC6,3186,521+2031,3031,5390.07%+236
ALIGN TECHNOLOGY INC0943+94302280.01%+228
ISHARES TR0163,694+163,694014,3620.65%+14,362
NEW YORK TIMES CO(NYT)04,417+4,41702260.01%+226
PALANTIR TECHNOLOGIES INC(PLTR)08,648+8,64802190.01%+219
AMERICAN EXPRESS CO(AXP)1,1992,120+9212734910.02%+218
ISHARES INC
ESG AWR MSCI EM
149,287149,776+4894,8125,0220.23%+210
VANGUARD WORLD FD
CONSUM DIS ETF
0669+66902090.01%+209
SCHWAB STRATEGIC TR03,780+3,78002080.01%+208
AMGEN INC(AMGN)0653+65302040.01%+204
VANGUARD STAR FDS03,326+3,32602010.01%+201
ARISTA NETWORKS INC3,2503,25009421,1390.05%+197
ISHARES TR39,04539,889+8444,3004,4840.20%+183
VANGUARD INDEX FDS777,486804,436+26,95067,23767,3803.06%+143
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
75,34375,341-24,2934,4340.20%+141
SCHWAB STRATEGIC TR54,13054,002-1283,3593,4700.16%+110
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,471+6,47101,4640.07%+1,464
AMERICAN ELEC PWR CO INC60,26560,286+215,1895,2890.24%+101
ECOLAB INC(ECL)36,29535,620-6758,3808,4770.38%+97
ZOETIS INC(ZTS)023,228+23,22804,0270.18%+4,027
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5461,722+1762102990.01%+89
VANGUARD BD INDEX FDS04,556+4,55603280.01%+328
SCHWAB STRATEGIC TR032,813+32,81308720.04%+872
COCA COLA CO(KO)6,7787,841+1,0634154990.02%+84
ISHARES TR2,6362,630-68889590.04%+70
ISHARES TR3,8383,822-169501,0100.05%+61
ISHARES TR08,617+8,61702,2620.10%+2,262
MERCK & CO INC(MRK)3,3894,069+6804475040.02%+57
CATERPILLAR INC(CAT)651816+1652392720.01%+33
INTERNATIONAL BUSINESS MACHS(IBM)2,6213,065+4445015300.02%+30
VANGUARD INDEX FDS01,793+1,79304480.02%+448
UNITEDHEALTH GROUP INC(UNH)02,410+2,41001,2270.06%+1,227
AUTOMATIC DATA PROCESSING IN2,0912,258+1675225390.02%+17
Page 1 of 1