0001580642-21-000641.txt : 20210211
0001580642-21-000641.hdr.sgml : 20210211
20210211144219
ACCESSION NUMBER: 0001580642-21-000641
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210211
DATE AS OF CHANGE: 20210211
EFFECTIVENESS DATE: 20210211
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sand Hill Global Advisors, LLC
CENTRAL INDEX KEY: 0001009209
IRS NUMBER: 942800890
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05390
FILM NUMBER: 21618852
BUSINESS ADDRESS:
STREET 1: 245 LYTTON AVENUE
STREET 2: SUITE 300
CITY: PALO ALTO
STATE: CA
ZIP: 94301
BUSINESS PHONE: 6508549150
MAIL ADDRESS:
STREET 1: 245 LYTTON AVE
STREET 2: SUITE 300
CITY: PALO ALTO
STATE: CA
ZIP: 94301
FORMER COMPANY:
FORMER CONFORMED NAME: Sand Hill Advisors LLC
DATE OF NAME CHANGE: 20090511
FORMER COMPANY:
FORMER CONFORMED NAME: SAND HILL ADVISORS INC/CA
DATE OF NAME CHANGE: 19990210
13F-HR
1
primary_doc.xml
13F-HR
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false
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0001009209
XXXXXXXX
12-31-2020
12-31-2020
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Sand Hill Global Advisors, LLC
245 Lytton Ave
Suite 300
Palo Alto
CA
94301
13F HOLDINGS REPORT
028-05390
N
Caroline Curts
Chief Compliance Officer
650-854-0150
/s/ Caroline Curts
Palo Alto
CA
02-09-2021
0
131
1316218
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
7609
69495
SH
SOLE
67454
0
2041
ABBVIE INC
COM
00287Y109
696
6492
SH
SOLE
6492
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1975
7560
SH
SOLE
7560
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
342
683
SH
SOLE
683
0
0
AFLAC INC
COM
001055102
372
8365
SH
SOLE
8365
0
0
ALPHABET INC
CAP STK CL A
02079K305
12761
7281
SH
SOLE
7157
0
124
ALPHABET INC
CAP STK CL C
02079K107
1416
808
SH
SOLE
808
0
0
AMAZON COM INC
COM
023135106
18934
5813
SH
SOLE
5657
0
156
APPLE INC
COM
037833100
26271
197991
SH
SOLE
193819
0
4172
AT&T INC
COM
00206R102
4783
166318
SH
SOLE
161786
0
4532
ATRECA INC
CL A COM
04965G109
202
12500
SH
SOLE
12500
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
509
2196
SH
SOLE
2196
0
0
BLACKROCK INC
COM
09247X101
6633
9193
SH
SOLE
8909
0
284
BOEING CO
COM
097023105
3870
18081
SH
SOLE
17514
0
567
BOOKING HOLDINGS INC
COM
09857L108
5962
2677
SH
SOLE
2604
0
73
BRISTOL-MYERS SQUIBB CO
COM
110122108
217
3502
SH
SOLE
2802
0
700
BROWN FORMAN CORP
CL B
115637209
1071
13484
SH
SOLE
13484
0
0
CHEVRON CORP NEW
COM
166764100
4028
47697
SH
SOLE
46477
0
1220
CHUBB LIMITED
COM
H1467J104
5164
33553
SH
SOLE
32805
0
748
CISCO SYS INC
COM
17275R102
1135
25355
SH
SOLE
24541
0
814
CLOROX CO DEL
COM
189054109
247
1221
SH
SOLE
1221
0
0
CME GROUP INC
COM
12572Q105
7083
38909
SH
SOLE
37507
0
1402
CONSTELLATION BRANDS INC
CL A
21036P108
2692
12290
SH
SOLE
12072
0
218
COSTCO WHSL CORP NEW
COM
22160K105
1584
4203
SH
SOLE
4203
0
0
CVS HEALTH CORP
COM
126650100
4446
65098
SH
SOLE
63261
0
1837
DAILY JOURNAL CORP
COM
233912104
571
1413
SH
SOLE
1413
0
0
DANAHER CORPORATION
COM
235851102
8326
37479
SH
SOLE
36452
0
1027
DISNEY WALT CO
COM
254687106
9728
53692
SH
SOLE
52382
0
1310
DOLLAR GEN CORP NEW
COM
256677105
1783
8479
SH
SOLE
8479
0
0
ECOLAB INC
COM
278865100
7232
33425
SH
SOLE
32686
0
739
ETSY INC
COM
29786A106
306
1722
SH
SOLE
1722
0
0
EXXON MOBIL CORP
COM
30231G102
205
4971
SH
SOLE
4735
0
236
FACEBOOK INC
CL A
30303M102
10271
37601
SH
SOLE
37002
0
599
FIDELITY NATL INFORMATION SV
COM
31620M106
4734
33469
SH
SOLE
32700
0
769
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
273
1284
SH
SOLE
1284
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
273
3714
SH
SOLE
3714
0
0
FISERV INC
COM
337738108
900
7906
SH
SOLE
7906
0
0
FIVE9 INC
COM
338307101
562
3224
SH
SOLE
3224
0
0
GENERAL ELECTRIC CO
COM
369604103
3298
305393
SH
SOLE
295688
0
9705
GILEAD SCIENCES INC
COM
375558103
1717
29469
SH
SOLE
28068
0
1401
HERSHEY CO
COM
427866108
3647
23943
SH
SOLE
23236
0
707
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
121
10195
SH
SOLE
10195
0
0
HOLOGIC INC
COM
436440101
278
3820
SH
SOLE
3820
0
0
HOME DEPOT INC
COM
437076102
1357
5109
SH
SOLE
5109
0
0
HONEYWELL INTL INC
COM
438516106
7264
34151
SH
SOLE
33325
0
826
INTEL CORP
COM
458140100
5763
115672
SH
SOLE
112227
0
3445
INTERNATIONAL BUSINESS MACHS
COM
459200101
322
2557
SH
SOLE
2557
0
0
INTUIT
COM
461202103
759
1997
SH
SOLE
1997
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
938
2991
SH
SOLE
2991
0
0
ISHARES INC
ESG AWR MSCI EM
46434G863
2507
59709
SH
SOLE
59709
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
74596
324569
SH
SOLE
316054
0
8515
ISHARES TR
CORE S&P500 ETF
464287200
26426
70397
SH
SOLE
70397
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
263
4128
SH
SOLE
4128
0
0
ISHARES TR
RUS 1000 ETF
464287622
2255
10644
SH
SOLE
10644
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
418
3056
SH
SOLE
3056
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
684
2835
SH
SOLE
2835
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
80601
411104
SH
SOLE
397048
0
14056
ISHARES TR
RUSSELL 3000 ETF
464287689
3774
16884
SH
SOLE
16884
0
0
ISHARES TR
CORE S&P US VLU
464287663
50947
819218
SH
SOLE
791893
0
27325
ISHARES TR
RUS 2000 GRW ETF
464287648
2011
7014
SH
SOLE
7014
0
0
ISHARES TR
MSCI EAFE ETF
464287465
125599
1721475
SH
SOLE
1674022
0
47454
ISHARES TR
MSCI EMG MKT ETF
464287234
1447
28007
SH
SOLE
28007
0
0
ISHARES TR
S&P 100 ETF
464287101
17112
99698
SH
SOLE
97841
0
1857
ISHARES TR
CORE US AGGBD ET
464287226
26350
222942
SH
SOLE
222262
0
680
ISHARES TR
MBS ETF
464288588
363
3294
SH
SOLE
3294
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
2473
21097
SH
SOLE
13815
0
7282
ISHARES TR
MSCI ACWI EX US
464288240
3457
65183
SH
SOLE
65183
0
0
ISHARES TR
GL CLEAN ENE ETF
464288224
3659
129556
SH
SOLE
127877
0
1679
ISHARES TR
BLACKROCK ULTRA
46434V878
28527
564673
SH
SOLE
564666
0
7
ISHARES TR
MSCI INTL VLU FT
46435G409
342
15010
SH
SOLE
14932
0
78
ISHARES TR
ESG AW MSCI EAFE
46435G516
3645
49905
SH
SOLE
49905
0
0
ISHARES TR
ESG AWR MSCI USA
46435G425
3280
38130
SH
SOLE
38130
0
0
ISHARES TR
ESG AWARE MSCI
46435U663
2847
83402
SH
SOLE
83402
0
0
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
18280
364366
SH
SOLE
364366
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
13258
261045
SH
SOLE
261045
0
0
JACOBS ENGR GROUP INC
COM
469814107
222
2042
SH
SOLE
2042
0
0
JOHNSON & JOHNSON
COM
478160104
8242
52371
SH
SOLE
51327
0
1044
JPMORGAN CHASE & CO
COM
46625H100
10213
80373
SH
SOLE
78100
0
2273
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
3593
27200
SH
SOLE
26290
0
910
MCDONALDS CORP
COM
580135101
364
1695
SH
SOLE
1695
0
0
MERCK & CO. INC
COM
58933Y105
2552
31202
SH
SOLE
30564
0
638
MICROSOFT CORP
COM
594918104
14878
66893
SH
SOLE
64573
0
2320
MONDELEZ INTL INC
CL A
609207105
5090
87046
SH
SOLE
83555
0
3491
MONGODB INC
CL A
60937P106
916
2550
SH
SOLE
2550
0
0
MOODYS CORP
COM
615369105
251
865
SH
SOLE
865
0
0
NETFLIX INC
COM
64110L106
341
631
SH
SOLE
631
0
0
NEW YORK TIMES CO
CL A
650111107
252
4865
SH
SOLE
4865
0
0
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
1348
40908
SH
SOLE
40135
0
773
NVIDIA CORPORATION
COM
67066G104
6471
12391
SH
SOLE
12058
0
333
OKTA INC
CL A
679295105
402
1580
SH
SOLE
1580
0
0
ORACLE CORP
COM
68389X105
690
10674
SH
SOLE
10674
0
0
PARKER-HANNIFIN CORP
COM
701094104
6855
25164
SH
SOLE
24280
0
884
PAYPAL HLDGS INC
COM
70450Y103
7019
29972
SH
SOLE
29209
0
763
PEPSICO INC
COM
713448108
395
2662
SH
SOLE
2662
0
0
PFIZER INC
COM
717081103
4942
134268
SH
SOLE
127513
0
6755
PHILIP MORRIS INTL INC
COM
718172109
265
3198
SH
SOLE
2498
0
700
PROCTER AND GAMBLE CO
COM
742718109
7320
52612
SH
SOLE
50996
0
1616
PROGRESSIVE CORP
COM
743315103
959
9698
SH
SOLE
9698
0
0
RAYTHEON TECHNOLOGIES CORP
COM
755111507
203
2841
SH
SOLE
2841
0
0
REALTY INCOME CORP
COM
756109104
220
3541
SH
SOLE
3541
0
0
ROKU INC
COM CL A
77543R102
480
1445
SH
SOLE
1445
0
0
S&P GLOBAL INC
COM
78409V104
227
690
SH
SOLE
690
0
0
SALESFORCE COM INC
COM
79466L302
8884
39924
SH
SOLE
38964
0
960
SCHWAB CHARLES CORP
COM
808513105
319
6018
SH
SOLE
6018
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1042
8014
SH
SOLE
8014
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1794
15817
SH
SOLE
15817
0
0
SHERWIN WILLIAMS CO
COM
824348106
6669
9074
SH
SOLE
8801
0
273
SNAP INC
CL A
83304A106
414
8278
SH
SOLE
8278
0
0
SPDR GOLD TR
GOLD SHS
78463V107
203
1138
SH
SOLE
811
0
327
SPDR S&P 500 ETF TR
TR UNIT
78462F103
311360
832781
SH
SOLE
806099
0
26682
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
4748
11307
SH
SOLE
11158
0
149
SPDR SER TR
S&P 600 SML CAP
78464A813
723
9086
SH
SOLE
9086
0
0
SPIRIT RLTY CAP INC NEW
NOTE 3.750% 5/1
84860WAB8
18
18000
PRN
SOLE
18000
0
0
SQUARE INC
CL A
852234103
382
1756
SH
SOLE
1756
0
0
SVB FINANCIAL GROUP
COM
78486Q101
219
564
SH
SOLE
564
0
0
SYSCO CORP
COM
871829107
305
4106
SH
SOLE
4106
0
0
TESLA INC
COM
88160R101
637
902
SH
SOLE
902
0
0
TJX COS INC NEW
COM
872540109
6178
90463
SH
SOLE
88347
0
2116
UNION PAC CORP
COM
907818108
549
2636
SH
SOLE
2636
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
6836
40594
SH
SOLE
39440
0
1154
UNITEDHEALTH GROUP INC
COM
91324P102
1320
3765
SH
SOLE
3765
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
58463
629655
SH
SOLE
617370
0
12285
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5256
27002
SH
SOLE
27002
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5713
27629
SH
SOLE
27629
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
33157
390402
SH
SOLE
378874
0
11528
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5260
27017
SH
SOLE
27017
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
2458
9701
SH
SOLE
9701
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
657
3741
SH
SOLE
3741
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
124137
361190
SH
SOLE
355532
0
5658
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
107610
2147470
SH
SOLE
2089486
0
57984
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1520
26052
SH
SOLE
26052
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1116
7906
SH
SOLE
7906
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
311
5175
SH
SOLE
5175
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3342
70785
SH
SOLE
70785
0
0
VERACYTE INC
COM
92337F107
242
4936
SH
SOLE
4936
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1414
24060
SH
SOLE
23214
0
846
VISA INC
COM CL A
92826C839
14217
65000
SH
SOLE
63306
0
1694
WASTE MGMT INC DEL
COM
94106L109
8424
71434
SH
SOLE
69612
0
1822
WISDOMTREE TR
US DIVID EX FNCL
97717W406
285
3404
SH
SOLE
3404
0
0