$1.64 Billion is the total value of Sand Hill Global Advisors, LLC's 160 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 24.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $309,285,000 | +2.2% | 722,526 | -5.4% | 18.89% | -4.1% |
| VOO | Sell | VANGUARD INDEX FDS | $148,540,000 | +7.3% | 377,465 | -0.7% | 9.07% | +0.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $141,877,000 | +8.1% | 1,798,641 | +4.0% | 8.66% | +1.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $118,082,000 | +10.3% | 2,174,229 | +5.7% | 7.21% | +3.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $109,234,000 | +12.1% | 476,233 | +8.0% | 6.67% | +5.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $85,853,000 | +2.9% | 319,477 | -0.4% | 5.24% | -3.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $61,506,000 | +6.4% | 854,722 | +1.9% | 3.76% | -0.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $41,993,000 | +12.5% | 412,549 | +1.5% | 2.56% | +5.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $36,956,000 | +12.0% | 85,961 | +3.6% | 2.26% | +5.2% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $29,878,000 | -5.0% | 332,129 | -6.3% | 1.82% | -10.8% |
| AAPL | Buy | APPLE INC | $26,532,000 | +17.2% | 193,724 | +4.5% | 1.62% | +10.1% |
| ICSH | Sell | ISHARES TRblackrock ultra | $23,157,000 | -15.8% | 458,382 | -15.8% | 1.41% | -20.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $22,644,000 | -10.6% | 196,342 | -11.7% | 1.38% | -16.0% |
| AMZN | Buy | AMAZON COM INC | $21,843,000 | +16.9% | 6,349 | +5.1% | 1.33% | +9.7% |
| MSFT | Buy | MICROSOFT CORP | $18,165,000 | +19.8% | 67,053 | +4.3% | 1.11% | +12.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $17,989,000 | +22.0% | 7,367 | +3.0% | 1.10% | +14.6% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $15,795,000 | -7.4% | 314,856 | -7.4% | 0.96% | -13.0% |
| V | Buy | VISA INC | $15,599,000 | +13.1% | 66,713 | +2.4% | 0.95% | +6.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $13,598,000 | +6.0% | 87,426 | +3.7% | 0.83% | -0.5% |
| FB | Buy | FACEBOOK INCcl a | $13,513,000 | +23.5% | 38,864 | +4.6% | 0.82% | +15.9% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $12,403,000 | +0.1% | 244,437 | +0.2% | 0.76% | -6.0% |
| WM | Buy | WASTE MGMT INC DEL | $11,543,000 | +10.6% | 82,386 | +1.9% | 0.70% | +4.0% |
| NVDA | Buy | NVIDIA CORPORATION | $11,115,000 | +58.6% | 13,892 | +5.9% | 0.68% | +48.9% |
| CRM | Buy | SALESFORCE COM INC | $9,820,000 | +21.0% | 40,200 | +4.9% | 0.60% | +13.6% |
| DIS | Buy | DISNEY WALT CO | $9,190,000 | -1.6% | 52,286 | +3.3% | 0.56% | -7.6% |
| CME | Buy | CME GROUP INC | $9,019,000 | +6.9% | 42,405 | +2.7% | 0.55% | +0.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,943,000 | +3.4% | 54,283 | +3.2% | 0.55% | -2.8% |
| DHR | Sell | DANAHER CORPORATION | $8,945,000 | +18.5% | 33,330 | -0.6% | 0.55% | +11.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $8,569,000 | +20.4% | 41,201 | -1.6% | 0.52% | +13.0% |
| BLK | Sell | BLACKROCK INC | $8,261,000 | +15.9% | 9,442 | -0.1% | 0.50% | +9.1% |
| INTC | Buy | INTEL CORP | $8,151,000 | -8.6% | 145,186 | +4.1% | 0.50% | -14.1% |
| ABT | Buy | ABBOTT LABS | $7,818,000 | -0.4% | 67,435 | +3.0% | 0.48% | -6.5% |
| PH | Buy | PARKER-HANNIFIN CORP | $7,663,000 | -2.1% | 24,954 | +0.6% | 0.47% | -8.1% |
| HON | Buy | HONEYWELL INTL INC | $7,648,000 | +3.6% | 34,868 | +2.5% | 0.47% | -2.7% |
| ECL | Buy | ECOLAB INC | $7,597,000 | -0.7% | 36,883 | +3.2% | 0.46% | -6.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $7,486,000 | +22.9% | 25,684 | +2.4% | 0.46% | +15.4% |
| SHW | Buy | SHERWIN WILLIAMS CO | $7,400,000 | +13.2% | 27,161 | +206.7% | 0.45% | +6.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $7,393,000 | +2.3% | 54,795 | +2.7% | 0.45% | -4.0% |
| SYK | New | STRYKER CORPORATION | $7,182,000 | – | 27,653 | +100.0% | 0.44% | – |
| TJX | Buy | TJX COS INC NEW | $6,899,000 | +6.4% | 102,330 | +4.4% | 0.42% | -0.2% |
| BKNG | Buy | BOOKING HOLDINGS INC | $6,658,000 | -2.3% | 3,043 | +4.0% | 0.41% | -8.1% |
| VO | VANGUARD INDEX FDSmid cap etf | $6,558,000 | +7.2% | 27,629 | 0.0% | 0.40% | +0.5% | |
| CVS | Buy | CVS HEALTH CORP | $6,401,000 | +15.4% | 76,714 | +4.0% | 0.39% | +8.3% |
| CVX | Buy | CHEVRON CORP NEW | $6,350,000 | +4.4% | 60,625 | +4.4% | 0.39% | -2.0% |
| CB | Buy | CHUBB LIMITED | $6,181,000 | +3.9% | 38,888 | +3.3% | 0.38% | -2.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $6,064,000 | +4.8% | 26,917 | -0.4% | 0.37% | -1.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $5,756,000 | +10.7% | 92,177 | +3.7% | 0.35% | +4.1% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,549,000 | +3.1% | 11,300 | 0.0% | 0.34% | -3.1% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $4,970,000 | +27.5% | 50,472 | +17.6% | 0.30% | +19.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,944,000 | +4.1% | 22,187 | -3.4% | 0.30% | -2.3% |
| BA | Buy | BOEING CO | $4,815,000 | -2.8% | 20,101 | +3.4% | 0.29% | -8.7% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $4,675,000 | +7.5% | 59,151 | +3.3% | 0.29% | +1.1% |
| HSY | Buy | HERSHEY CO | $4,428,000 | +12.0% | 25,422 | +1.7% | 0.27% | +5.1% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $4,341,000 | +9.8% | 28,111 | +1.9% | 0.26% | +3.1% |
| GE | Buy | GENERAL ELECTRIC CO | $4,268,000 | +4.1% | 317,108 | +1.6% | 0.26% | -1.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $4,179,000 | +19.0% | 15,470 | +5.3% | 0.26% | +11.8% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $3,905,000 | +6.5% | 166,459 | +10.3% | 0.24% | -0.4% |
| ESML | Buy | ISHARES TResg aware msci | $3,774,000 | +8.0% | 93,488 | +3.1% | 0.23% | +1.3% |
| ACWX | ISHARES TRmsci acwi ex us | $3,749,000 | +4.2% | 65,183 | 0.0% | 0.23% | -2.1% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $3,692,000 | +1.0% | 14,425 | -6.4% | 0.22% | -5.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,634,000 | +6.8% | 70,533 | +1.8% | 0.22% | +0.5% |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $3,571,000 | – | 75,778 | +100.0% | 0.22% | – |
| AFRM | New | AFFIRM HLDGS INC | $3,463,000 | – | 51,417 | +100.0% | 0.21% | – |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,299,000 | +6.4% | 14,104 | +3.7% | 0.20% | -0.5% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $3,272,000 | -42.1% | 23,094 | -42.6% | 0.20% | -45.7% |
| ESGE | Buy | ISHARES INCesg awr msci em | $2,993,000 | +8.6% | 66,281 | +4.2% | 0.18% | +2.2% |
| MRK | Buy | MERCK & CO INC | $2,849,000 | +2.4% | 36,640 | +1.5% | 0.17% | -3.9% |
| COUP | New | COUPA SOFTWARE INC | $2,844,000 | – | 10,849 | +100.0% | 0.17% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,764,000 | +76.5% | 1,103 | +45.7% | 0.17% | +65.7% |
| IWB | ISHARES TRrus 1000 etf | $2,530,000 | +8.2% | 10,450 | 0.0% | 0.16% | +2.0% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $2,513,000 | +10.4% | 8,762 | -1.0% | 0.15% | +3.4% |
| GILD | Buy | GILEAD SCIENCES INC | $2,290,000 | +11.9% | 33,253 | +5.0% | 0.14% | +5.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,253,000 | +7.4% | 7,642 | +0.7% | 0.14% | +1.5% |
| IWO | ISHARES TRrus 2000 grw etf | $2,164,000 | +3.6% | 6,942 | 0.0% | 0.13% | -2.9% | |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $1,941,000 | +14.4% | 51,425 | +9.7% | 0.12% | +8.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,934,000 | +6.3% | 15,357 | -1.5% | 0.12% | 0.0% |
| HD | Buy | HOME DEPOT INC | $1,901,000 | +21.3% | 5,962 | +16.1% | 0.12% | +13.7% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,843,000 | +7.3% | 8,517 | +0.4% | 0.11% | +0.9% |
| MUB | Sell | ISHARES TRnational mun etf | $1,715,000 | -19.3% | 14,635 | -20.1% | 0.10% | -23.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,664,000 | +14.8% | 4,206 | +2.3% | 0.10% | +8.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,562,000 | +4.5% | 28,320 | +1.0% | 0.10% | -2.1% |
| OEF | Sell | ISHARES TRs&p 100 etf | $1,501,000 | -91.2% | 7,649 | -91.9% | 0.09% | -91.7% |
| XOM | Buy | EXXON MOBIL CORP | $1,444,000 | +425.1% | 22,893 | +364.1% | 0.09% | +388.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,373,000 | +4.6% | 21,655 | +0.1% | 0.08% | -1.2% |
| CSCO | Buy | CISCO SYS INC | $1,351,000 | +5.2% | 25,485 | +2.6% | 0.08% | 0.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,257,000 | +22.2% | 8,516 | +9.9% | 0.08% | +14.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,162,000 | -3.6% | 2,901 | -10.5% | 0.07% | -9.0% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,093,000 | +4.4% | 7,059 | -0.8% | 0.07% | -1.5% |
| GLD | New | SPDR GOLD TR | $1,010,000 | – | 6,098 | +100.0% | 0.06% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $999,000 | +21.7% | 3,593 | +11.9% | 0.06% | +15.1% |
| TSLA | Sell | TESLA INC | $1,001,000 | -3.2% | 1,472 | -4.9% | 0.06% | -9.0% |
| PGR | Sell | PROGRESSIVE CORP | $859,000 | -7.3% | 8,750 | -9.8% | 0.05% | -13.3% |
| ABBV | Buy | ABBVIE INC | $798,000 | +16.0% | 7,086 | +11.5% | 0.05% | +8.9% |
| FISV | Sell | FISERV INC | $773,000 | -16.3% | 7,232 | -6.8% | 0.05% | -21.7% |
| SLY | SPDR SER TRs&p 600 sml cap | $750,000 | +4.0% | 7,676 | 0.0% | 0.05% | -2.1% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $744,000 | +151.4% | 1,270 | +104.2% | 0.04% | +136.8% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $741,000 | +6.9% | 3,690 | -1.4% | 0.04% | 0.0% |
| UBER | New | UBER TECHNOLOGIES INC | $680,000 | – | 13,573 | +100.0% | 0.04% | – |
| ORCL | Sell | ORACLE CORP | $687,000 | -3.2% | 8,823 | -12.8% | 0.04% | -8.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $671,000 | +9.1% | 2,473 | -2.3% | 0.04% | +2.5% |
| INTU | Sell | INTUIT | $676,000 | +2.0% | 1,379 | -20.4% | 0.04% | -4.7% |
| FIVN | Buy | FIVE9 INC | $598,000 | +18.7% | 3,259 | +1.1% | 0.04% | +12.1% |
| SQ | Buy | SQUARE INCcl a | $612,000 | +53.4% | 2,512 | +43.1% | 0.04% | +42.3% |
| SHOP | New | SHOPIFY INCcl a | $605,000 | – | 414 | +100.0% | 0.04% | – |
| SNAP | Buy | SNAP INCcl a | $575,000 | +47.4% | 8,434 | +13.2% | 0.04% | +40.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $538,000 | -41.4% | 1,519 | -47.2% | 0.03% | -45.0% |
| UNP | Buy | UNION PAC CORP | $542,000 | +2.1% | 2,464 | +2.2% | 0.03% | -5.7% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $510,000 | – | 18,915 | +100.0% | 0.03% | – |
| PEP | Buy | PEPSICO INC | $476,000 | +34.5% | 3,214 | +28.4% | 0.03% | +26.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $480,000 | +22.4% | 6,597 | +9.6% | 0.03% | +16.0% |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $451,000 | – | 10,068 | +100.0% | 0.03% | – |
| IWD | ISHARES TRrus 1000 val etf | $462,000 | +4.8% | 2,912 | 0.0% | 0.03% | -3.4% | |
| AFL | Sell | AFLAC INC | $406,000 | 0.0% | 7,572 | -4.6% | 0.02% | -3.8% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $398,000 | +7.9% | 15,424 | +5.9% | 0.02% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $369,000 | +15.3% | 2,517 | +4.9% | 0.02% | +9.5% |
| MCD | Sell | MCDONALDS CORP | $352,000 | -8.3% | 1,526 | -10.9% | 0.02% | -16.0% |
| OKTA | Sell | OKTA INCcl a | $341,000 | +8.6% | 1,395 | -2.0% | 0.02% | +5.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $333,000 | +58.6% | 2,775 | +56.3% | 0.02% | +42.9% |
| NKE | New | NIKE INCcl b | $325,000 | – | 2,104 | +100.0% | 0.02% | – |
| ETSY | Buy | ETSY INC | $324,000 | +3.5% | 1,573 | +1.5% | 0.02% | 0.0% |
| FEX | FIRST TR LRGE CP CORE ALPHA | $319,000 | +7.4% | 3,714 | 0.0% | 0.02% | 0.0% | |
| MCO | Buy | MOODYS CORP | $313,000 | +29.3% | 864 | +6.7% | 0.02% | +18.8% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $313,000 | – | 3,673 | +100.0% | 0.02% | – |
| LOW | Buy | LOWES COS INC | $315,000 | +39.4% | 1,623 | +36.7% | 0.02% | +26.7% |
| ANET | New | ARISTA NETWORKS INC | $318,000 | – | 877 | +100.0% | 0.02% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $306,000 | – | 606 | +100.0% | 0.02% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $300,000 | – | 822 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $283,000 | – | 4,963 | +100.0% | 0.02% | – |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $280,000 | 0.0% | 1,145 | -10.8% | 0.02% | -5.6% |
| J | JACOBS ENGR GROUP INC | $272,000 | +3.0% | 2,042 | 0.0% | 0.02% | 0.0% | |
| SYY | Sell | SYSCO CORP | $278,000 | -4.5% | 3,572 | -3.4% | 0.02% | -10.5% |
| PFE | Sell | PFIZER INC | $278,000 | -94.9% | 7,111 | -95.2% | 0.02% | -95.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $259,000 | +12.6% | 3,875 | +6.5% | 0.02% | +6.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $263,000 | -10.2% | 2,650 | -19.6% | 0.02% | -15.8% |
| NEE | New | NEXTERA ENERGY INC | $267,000 | – | 3,643 | +100.0% | 0.02% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $254,000 | – | 4,358 | +100.0% | 0.02% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $258,000 | -11.3% | 4,613 | -7.9% | 0.02% | -15.8% |
| WFC | Buy | WELLS FARGO CO NEW | $263,000 | +19.0% | 5,812 | +2.6% | 0.02% | +14.3% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $257,000 | – | 1,134 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $251,000 | – | 2,248 | +100.0% | 0.02% | – |
| O | Buy | REALTY INCOME CORP | $240,000 | +6.7% | 3,591 | +1.4% | 0.02% | 0.0% |
| IWN | ISHARES TRrus 2000 val etf | $238,000 | +3.9% | 1,436 | 0.0% | 0.02% | 0.0% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $247,000 | -33.2% | 9,372 | -41.1% | 0.02% | -37.5% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $243,000 | – | 628 | +100.0% | 0.02% | – |
| BAC | New | BK OF AMERICA CORP | $249,000 | – | 6,049 | +100.0% | 0.02% | – |
| SPYX | Sell | SPDR SER TRspdr s&p 500 etf | $246,000 | +3.8% | 2,319 | -4.1% | 0.02% | 0.0% |
| SPGI | Sell | S&P GLOBAL INC | $248,000 | +10.7% | 603 | -5.2% | 0.02% | 0.0% |
| HOLX | HOLOGIC INC | $234,000 | -10.3% | 3,509 | 0.0% | 0.01% | -17.6% | |
| TXN | New | TEXAS INSTRS INC | $222,000 | – | 1,157 | +100.0% | 0.01% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $210,000 | -2.3% | 2,892 | -12.3% | 0.01% | -7.1% |
| MS | New | MORGAN STANLEY | $215,000 | – | 2,346 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $208,000 | – | 394 | +100.0% | 0.01% | – |
| NYT | NEW YORK TIMES COcl a | $212,000 | -13.8% | 4,865 | 0.0% | 0.01% | -18.8% | |
| DJCO | New | DAILY JOURNAL CORP | $208,000 | – | 613 | +100.0% | 0.01% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $208,000 | – | 289 | +100.0% | 0.01% | – |
| MBB | ISHARES TRmbs etf | $213,000 | -0.5% | 1,970 | 0.0% | 0.01% | -7.1% | |
| CAT | Buy | CATERPILLAR INC | $204,000 | -0.5% | 939 | +6.1% | 0.01% | -7.7% |
| PD | New | PAGERDUTY INC | $202,000 | – | 4,754 | +100.0% | 0.01% | – |
| BCEL | ATRECA INC | $107,000 | -44.3% | 12,500 | 0.0% | 0.01% | -41.7% | |
| ONCT | ONCTERNAL THERAPEUTICS INC | $48,000 | -42.2% | 10,000 | 0.0% | 0.00% | -40.0% | |
| Exit | SPIRIT RLTY CAP INC NEWnote 3.750% 5/1 | $0 | – | -18,000 | -100.0% | -0.00% | – | |
| DTN | Exit | WISDOMTREE TRus divid ex fncl | $0 | – | -2,232 | -100.0% | -0.01% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -2,571 | -100.0% | -0.01% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,194 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,822 | -100.0% | -0.02% | – |
| ROKU | Exit | ROKU INC | $0 | – | -1,325 | -100.0% | -0.03% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -4,898 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 24.6% |
| ISHARES TR | 42 | Q3 2023 | 15.7% |
| iShares Tr S&P Midcap 400 | 42 | Q3 2023 | 7.1% |
| iShares Tr S&P 100 Idx Fd | 42 | Q3 2023 | 7.3% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| APPLE INC | 42 | Q3 2023 | 3.2% |
| AMAZON COM INC | 42 | Q3 2023 | 1.6% |
| VISA INC | 42 | Q3 2023 | 1.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.1% |
View Sand Hill Global Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Sand Hill Global Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.