Sand Hill Global Advisors, LLC
205 holdingsFiling period: 2026-03-31Current AUM: $3.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 526.0K | $314.3M | $361.2M | 10.94% | +40.5K | 2026-03-31 |
| 2 | EFA | ISHARES TR | 3.02M | $293.4M | $318.9M | 9.66% | +123.2K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 332.2K | $216.1M | $248.2M | 7.52% | -3,017 | 2026-03-31 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 3.23M | $174.5M | $189.7M | 5.75% | +93.2K | 2026-03-31 |
| 5 | IJH | ISHARES TR | 2.35M | $158.6M | $176.8M | 5.36% | +65.9K | 2026-03-31 |
| 6 | VNQ | VANGUARD INDEX FDS | 1.74M | $154.5M | $172.3M | 5.22% | +78.3K | 2026-03-31 |
| 7 | SPYM | SPDR SERIES TRUST | 1.84M | $141.1M | $162.0M | 4.91% | +229.7K | 2026-03-31 |
| 8 | IWM | ISHARES TR | 563.9K | $139.8M | $164.2M | 4.97% | +982 | 2026-03-31 |
| 9 | BOND | PIMCO ETF TR | 1.07M | $98.3M | $96.4M | 2.92% | +440.6K | 2026-03-31 |
| 10 | VBK | VANGUARD INDEX FDS | 314.3K | $95.0M | $107.0M | 3.24% | +8.0K | 2026-03-31 |
| 11 | ACWX | ISHARES TR | 1.29M | $88.4M | $97.1M | 2.94% | +1.17M | 2026-03-31 |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | 1.27M | $75.7M | $74.2M | 2.25% | +64.9K | 2026-03-31 |
| 13 | QQQ | INVESCO QQQ TR | 124.4K | $71.8M | $85.6M | 2.59% | +4.2K | 2026-03-31 |
| 14 | AGG | ISHARES TR | 660.8K | $65.6M | $64.3M | 1.95% | -45,328 | 2026-03-31 |
| 15 | IVV | ISHARES TR | 72.8K | $47.6M | $54.7M | 1.66% | -2,611 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 164.1K | $41.7M | $50.7M | 1.54% | +20.5K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 208.6K | $36.4M | $41.9M | 1.27% | +4.0K | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 101.3K | $29.1M | $36.1M | 1.09% | -9,107 | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 76.1K | $28.2M | $35.4M | 1.07% | +9.7K | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 127.5K | $26.6M | $34.6M | 1.05% | +2.3K | 2026-03-31 |
| 21 | ESGU | ISHARES TR | 157.3K | $22.2M | $25.7M | 0.78% | +2.3K | 2026-03-31 |
| 22 | ESML | ISHARES TR | 472.4K | $22.2M | $25.4M | 0.77% | -2,189 | 2026-03-31 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | 321.9K | $20.6M | $22.7M | 0.69% | -4,933 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 33.9K | $19.4M | $18.9M | 0.57% | +77 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 65.7K | $19.3M | $23.1M | 0.70% | -11,763 | 2026-03-31 |
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