Fund HoldingsSand Hill Global Advisors, LLC

Total Portfolio Value
$2.36B
Total Bought
$160.29M
Total Sold
$146.24M
Net Transaction
+$14.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0414,311+414,311072,6003.07%+72,600
ISHARES TR
ULTRA SHORT DUR
0303,882+303,882015,3250.65%+15,325
BLACKROCK INC(BLK)09,148+9,14809,3780.40%+9,378
INTUIT(INTU)07,665+7,66504,8170.20%+4,817
DOXIMITY INC(DOCS)063,013+63,01303,3640.14%+3,364
SPDR SER TR
ST STR P500ETF
1,654,4201,663,681+9,261111,690114,6944.85%+3,004
AMAZON COM INC(AMZN)0105,138+105,138023,0660.98%+23,066
ISHARES TR604,086660,319+56,23361,17663,9852.71%+2,809
TESLA INC(TSLA)21,43020,018-1,4125,6078,0840.34%+2,477
APPLE INC(AAPL)142,604142,539-6533,22735,6951.51%+2,468
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
058,606+58,60603,3990.14%+3,399
ALPHABET INC(GOOG)0127,361+127,361024,1091.02%+24,109
ZOOM COMMUNICATIONS INC(ZM)111,128123,610+12,4827,75010,0880.43%+2,338
WYNN RESORTS LTD(WYNN)026,150+26,15002,2530.10%+2,253
SALESFORCE INC(CRM)40,19539,004-1,19111,00213,0400.55%+2,038
JPMORGAN CHASE & CO.(JPM)88,04785,676-2,37118,56620,5370.87%+1,972
ISHARES TR
ESG AWR MSCI USA
159,675168,668+8,99320,14821,7280.92%+1,580
ARISTA NETWORKS INC(ANET)013,061+13,06101,4440.06%+1,444
ISHARES TR100,802101,150+34858,14459,5452.52%+1,400
ISHARES U S ETF TR
GSCI CMDTY STGY
051,852+51,85201,3120.06%+1,312
DOORDASH INC(DASH)52,31252,212-1007,4668,7590.37%+1,292
NVIDIA CORPORATION(NVDA)0267,026+267,026035,8591.52%+35,859
BOOKING HOLDINGS INC(BKNG)1,5221,451-716,4117,2090.31%+798
CHENIERE ENERGY INC(LNG)023,436+23,43605,0360.21%+5,036
ISHARES TR2,191,8492,199,537+7,688136,596137,0535.80%+457
DISNEY WALT CO(DIS)064,208+64,20807,1500.30%+7,150
HONEYWELL INTL INC(HON)035,534+35,53408,0270.34%+8,027
BILL HOLDINGS INC012,608+12,60801,0680.05%+1,068
ISHARES TR0128,687+128,687013,7120.58%+13,712
PALANTIR TECHNOLOGIES INC(PLTR)9,4639,46303527160.03%+364
ISHARES TR
ESG AWARE MSCI
298,751305,678+6,92712,49412,8540.54%+360
PALO ALTO NETWORKS INC(PANW)21,70242,709+21,0077,4187,7710.33%+354
ALPHABET INC(GOOG)018,207+18,20703,4670.15%+3,467
AUTODESK INC30,19629,202-9948,3188,6310.37%+313
ISHARES TR02,949+2,94903070.01%+307
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
206,140214,246+8,10612,16612,4650.53%+298
ISHARES TR2,8783,428+5501,0801,3770.06%+296
INVESCO QQQ TR06,941+6,94103,5480.15%+3,548
CME GROUP INC(CME)39,72438,726-9988,7658,9930.38%+228
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
23,74740,815+17,0683195300.02%+211
NETFLIX INC(NFLX)01,147+1,14701,0220.04%+1,022
GOLDMAN SACHS GROUP INC(GS)0361+36102070.01%+207
ISHARES TR04,090+4,09002060.01%+206
BROADCOM INC(AVGO)03,150+3,15007300.03%+730
SCHWAB STRATEGIC TR54,002165,881+111,8793,6643,8450.16%+181
VANGUARD BD INDEX FDS06,108+6,10804390.02%+439
SHOPIFY INC(SHOP)04,914+4,91405230.02%+523
COSTCO WHSL CORP NEW(COST)03,678+3,67803,3700.14%+3,370
MASTERCARD INCORPORATED(MA)2,6822,676-61,3241,4090.06%+85
APOLLO GLOBAL MGMT INC(APO)01,985+1,98503280.01%+328
ISHARES TR010,409+10,40901,4500.06%+1,450
ISHARES GOLD TR(IAU)07,955+7,95503940.02%+394
VANGUARD INDEX FDS25,25124,920-3317,1507,2220.31%+72
VANGUARD INDEX FDS6,4356,43501,5671,6330.07%+66
ISHARES TR10,80110,742-593,3963,4610.15%+65
META PLATFORMS INC(META)35,95435,254-70020,58120,6410.87%+60
VANGUARD MUN BD FDS071,318+71,31803,5750.15%+3,575
WELLS FARGO CO NEW(WFC)06,201+6,20104360.02%+436
AMERICAN EXPRESS CO(AXP)02,095+2,09506220.03%+622
SCHWAB CHARLES CORP(SCHW)05,748+5,74804250.02%+425
ISHARES TR016,672+16,67202,1440.09%+2,144
ISHARES TR02,995+2,99503450.01%+345
VANGUARD INDEX FDS01,836+1,83605140.02%+514
8X8 INC NEW015,872+15,8720420.00%+42
CISCO SYS INC(CSCO)12,80912,220-5896827230.03%+42
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,722+1,72203400.01%+340
ISHARES TR03,802+3,80201,0980.05%+1,098
EXPENSIFY INC027,189+27,1890910.00%+91
KKR & CO INC(KKR)02,381+2,38103520.01%+352
BANK MONTREAL QUE04,702+4,70204560.02%+456
VANGUARD INDEX FDS07,938+7,93802,1410.09%+2,141
ISHARES TR
CORE MSCI EAFE
010,481+10,48107370.03%+737
EATON CORP PLC(ETN)16,68516,744+595,5305,5570.24%+27
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,394+6,39401,4870.06%+1,487
HERCULES CAPITAL INC(HCXY)027,417+27,41705510.02%+551
VEEVA SYS INC(VEEV)48,82048,820010,24610,2640.43%+19
AUTOMATIC DATA PROCESSING IN2,3232,258-656436610.03%+18
ACCENTURE PLC IRELAND
SHS CLASS A
19,61419,742+1286,9336,9450.29%+12
BERKSHIRE HATHAWAY INC DEL7,2517,388+1373,3373,3490.14%+11
VANGUARD WORLD FD
INF TECH ETF
0401+40102490.01%+249
FAIR ISAAC CORP(FICO)15315302973050.01%+7
JACOBS SOLUTIONS INC(J)02,042+2,04202730.01%+273
ISHARES TR05,670+5,67006160.03%+616
ISHARES TR03,038+3,03803690.02%+369
ISHARES TR8,8368,724-1122,5092,5110.11%+2
SCHWAB STRATEGIC TR07,559+7,55902240.01%+224
ISHARES TR10,1629,931-2313,3203,3190.14%-1
PHILIP MORRIS INTL INC(PM)1,7801,78002162140.01%-2
SPDR GOLD TR(GLD)03,386+3,38608200.03%+820
ISHARES TR04,202+4,20202170.01%+217
SCHWAB STRATEGIC TR025,367+25,36706010.03%+601
ISHARES TR1,6471,64702222160.01%-6
BRISTOL-MYERS SQUIBB CO(BMY)05,264+5,26402980.01%+298
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
013,360+13,36004620.02%+462
SYNOPSYS INC(SNPS)0502+50202440.01%+244
SPDR S&P MIDCAP 400 ETF TR(MDY)12,23812,221-176,9726,9610.29%-11
FIRST TR LRGE CP CORE ALPHA
COM SHS
02,506+2,50602610.01%+261
MARTIN MARIETTA MATLS INC(MLM)0552+55202850.01%+285
ISHARES TR02,795+2,79505170.02%+517
VANGUARD BD INDEX FDS03,806+3,80602840.01%+284
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