Sand Hill Global Advisors, LLC
215 holdingsFiling period: 2026-06-30Current AUM: $3.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 515.0K | $353.7M | $364.4M | 10.96% | -10,989 | 2026-06-30 |
| 2 | EFA | iShares TR | 3.00M | $311.2M | $310.4M | 9.34% | -24,317 | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 323.5K | $241.6M | $249.0M | 7.49% | -8,683 | 2026-06-30 |
| 4 | VNQ | Vanguard Index Fds | 1.75M | $169.2M | $162.1M | 4.88% | +13.0K | 2026-06-30 |
| 5 | SPYM | Spdr Series Trust | 1.81M | $159.2M | $164.2M | 4.94% | -31,207 | 2026-06-30 |
| 6 | IWM | iShares TR | 481.5K | $144.7M | $134.9M | 4.06% | -82,398 | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 2.42M | $144.4M | $137.5M | 4.14% | -808,965 | 2026-06-30 |
| 8 | IJH | iShares TR | 1.81M | $139.7M | $132.6M | 3.99% | -537,850 | 2026-06-30 |
| 9 | BOND | PIMCO ETF TR | 1.24M | $114.7M | $110.3M | 3.32% | +178.8K | 2026-06-30 |
| 10 | VBK | Vanguard Index Fds | 297.0K | $108.6M | $99.2M | 2.98% | -17,289 | 2026-06-30 |
| 11 | ACWX | iShares TR | 1.29M | $98.3M | $95.8M | 2.88% | +998 | 2026-06-30 |
| 12 | EEM | iShares TR | 1.28M | $87.5M | $80.0M | 2.41% | +1.16M | 2026-06-30 |
| 13 | QQQ | Invesco Qqq TR | 117.4K | $86.5M | $84.7M | 2.55% | -6,965 | 2026-06-30 |
| 14 | VGIT | Vanguard Scottsdale Fds | 1.36M | $80.3M | $78.1M | 2.35% | +89.7K | 2026-06-30 |
| 15 | AGG | iShares TR | 723.0K | $71.6M | $69.5M | 2.09% | +62.1K | 2026-06-30 |
| 16 | IVV | iShares TR | 69.0K | $51.7M | $53.4M | 1.61% | -3,800 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 168.2K | $48.7M | $58.4M | 1.76% | +4.0K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 206.9K | $41.4M | $45.1M | 1.36% | -1,702 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 101.1K | $36.1M | $32.4M | 0.97% | -222 | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 127.7K | $30.4M | $32.3M | 0.97% | +194 | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 79.4K | $29.6M | $42.2M | 1.27% | +3.3K | 2026-06-30 |
| 22 | ESML | iShares TR | 457.1K | $25.6M | $24.4M | 0.73% | -15,337 | 2026-06-30 |
| 23 | ESGU | iShares TR | 154.9K | $25.4M | $26.1M | 0.79% | -2,397 | 2026-06-30 |
| 24 | ICSH | iShares TR | 480.6K | $24.3M | $24.2M | 0.73% | +154.5K | 2026-06-30 |
| 25 | VEA | Vanguard Tax-Managed Fds | 314.1K | $22.4M | $22.0M | 0.66% | -7,774 | 2026-06-30 |
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