0001580642-21-002363.txt : 20210513
0001580642-21-002363.hdr.sgml : 20210513
20210513135130
ACCESSION NUMBER: 0001580642-21-002363
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210513
DATE AS OF CHANGE: 20210513
EFFECTIVENESS DATE: 20210513
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: 21918546
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
LIVE
false
false
false
0001009209
XXXXXXXX
03-31-2021
03-31-2021
false
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
05-13-2021
0
140
1537753
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
7849
65498
SH
SOLE
63279
0
2219
ABBVIE INC
COM
00287Y109
688
6353
SH
SOLE
6353
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2097
7591
SH
SOLE
7591
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
296
622
SH
SOLE
622
0
0
AFLAC INC
COM
001055102
406
7936
SH
SOLE
7936
0
0
ALPHABET INC
CAP STK CL A
02079K305
14749
7151
SH
SOLE
6983
0
168
ALPHABET INC
CAP STK CL C
02079K107
1566
757
SH
SOLE
757
0
0
ALTRIA GROUP INC
COM
02209S103
247
4822
SH
SOLE
4822
0
0
AMAZON COM INC
COM
023135106
18693
6041
SH
SOLE
5874
0
167
AMERICAN TOWER CORP NEW
COM
03027X100
3513
14697
SH
SOLE
14183
0
514
APPLE INC
COM
037833100
22643
185368
SH
SOLE
180883
0
4485
ATRECA INC
CL A COM
04965G109
192
12500
SH
SOLE
12500
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
821
3212
SH
SOLE
3212
0
0
BLACKROCK INC
COM
09247X101
7127
9453
SH
SOLE
9125
0
328
BOEING CO
COM
097023105
4952
19441
SH
SOLE
18752
0
689
BOOKING HOLDINGS INC
COM
09857L108
6815
2925
SH
SOLE
2835
0
90
BRISTOL-MYERS SQUIBB CO
COM
110122108
230
3640
SH
SOLE
2940
0
700
CATERPILLAR INC
COM
149123101
205
885
SH
SOLE
885
0
0
CHEVRON CORP NEW
COM
166764100
6085
58065
SH
SOLE
56117
0
1948
CHUBB LIMITED
COM
H1467J104
5948
37656
SH
SOLE
36561
0
1095
CISCO SYS INC
COM
17275R102
1284
24829
SH
SOLE
24237
0
592
CLOROX CO DEL
COM
189054109
230
1194
SH
SOLE
1194
0
0
CME GROUP INC
COM
12572Q105
8434
41299
SH
SOLE
39606
0
1693
CONSTELLATION BRANDS INC
CL A
21036P108
3102
13607
SH
SOLE
13275
0
332
COSTCO WHSL CORP NEW
COM
22160K105
1449
4110
SH
SOLE
4110
0
0
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
597
4898
SH
SOLE
4898
0
0
CVS HEALTH CORP
COM
126650100
5549
73758
SH
SOLE
70965
0
2793
DANAHER CORPORATION
COM
235851102
7546
33527
SH
SOLE
32458
0
1069
DISNEY WALT CO
COM
254687106
9340
50618
SH
SOLE
49133
0
1485
DOLLAR GEN CORP NEW
COM
256677105
1718
8479
SH
SOLE
8479
0
0
ECOLAB INC
COM
278865100
7649
35729
SH
SOLE
34743
0
986
ETSY INC
COM
29786A106
313
1550
SH
SOLE
1550
0
0
EXXON MOBIL CORP
COM
30231G102
275
4933
SH
SOLE
4697
0
236
FACEBOOK INC
CL A
30303M102
10944
37156
SH
SOLE
36389
0
767
FIDELITY NATL INFORMATION SV
COM
31620M106
5653
40202
SH
SOLE
39133
0
1069
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
280
1284
SH
SOLE
1284
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
297
3714
SH
SOLE
3714
0
0
FISERV INC
COM
337738108
924
7758
SH
SOLE
7758
0
0
FIVE9 INC
COM
338307101
504
3224
SH
SOLE
3224
0
0
GENERAL ELECTRIC CO
COM
369604103
4098
312086
SH
SOLE
300190
0
11896
GILEAD SCIENCES INC
COM
375558103
2047
31668
SH
SOLE
29986
0
1682
HERSHEY CO
COM
427866108
3954
24997
SH
SOLE
24151
0
846
HOLOGIC INC
COM
436440101
261
3509
SH
SOLE
3509
0
0
HOME DEPOT INC
COM
437076102
1567
5134
SH
SOLE
5134
0
0
HONEYWELL INTL INC
COM
438516106
7384
34018
SH
SOLE
33075
0
943
INTEL CORP
COM
458140100
8922
139412
SH
SOLE
135200
0
4212
INTERNATIONAL BUSINESS MACHS
COM
459200101
320
2400
SH
SOLE
2400
0
0
INTUIT
COM
461202103
663
1732
SH
SOLE
1732
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
918
2878
SH
SOLE
2878
0
0
ISHARES INC
ESG AWR MSCI EM
46434G863
2756
63636
SH
SOLE
63636
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
83458
320647
SH
SOLE
311074
0
9573
ISHARES TR
CORE S&P500 ETF
464287200
33005
82965
SH
SOLE
82965
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
215
3299
SH
SOLE
3299
0
0
ISHARES TR
RUS 1000 ETF
464287622
2339
10450
SH
SOLE
10450
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
441
2912
SH
SOLE
2912
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
615
2531
SH
SOLE
2531
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
97461
441118
SH
SOLE
426905
0
14213
ISHARES TR
RUS 2000 VAL ETF
464287630
229
1436
SH
SOLE
1436
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
3655
15406
SH
SOLE
15406
0
0
ISHARES TR
CORE S&P US VLU
464287663
57810
839036
SH
SOLE
811721
0
27315
ISHARES TR
RUS 2000 GRW ETF
464287648
2088
6942
SH
SOLE
6942
0
0
ISHARES TR
MSCI EAFE ETF
464287465
131198
1729247
SH
SOLE
1680910
0
48337
ISHARES TR
MSCI EMG MKT ETF
464287234
1495
28034
SH
SOLE
28034
0
0
ISHARES TR
S&P 100 ETF
464287101
17052
94824
SH
SOLE
93824
0
999
ISHARES TR
CORE US AGGBD ET
464287226
25316
222402
SH
SOLE
221768
0
634
ISHARES TR
MBS ETF
464288588
214
1970
SH
SOLE
1970
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
2126
18323
SH
SOLE
11041
0
7282
ISHARES TR
MSCI ACWI EX US
464288240
3597
65183
SH
SOLE
65183
0
0
ISHARES TR
GL CLEAN ENE ETF
464288224
3668
150930
SH
SOLE
149251
0
1679
ISHARES TR
BLACKROCK ULTRA
46434V878
27500
544334
SH
SOLE
544334
0
0
ISHARES TR
MSCI INTL VLU FT
46435G409
369
14571
SH
SOLE
14514
0
57
ISHARES TR
ESG AW MSCI EAFE
46435G516
4347
57275
SH
SOLE
57275
0
0
ISHARES TR
ESG AWR MSCI USA
46435G425
3899
42905
SH
SOLE
42905
0
0
ISHARES TR
ESG AWARE MSCI
46435U663
3494
90662
SH
SOLE
90662
0
0
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
17057
339852
SH
SOLE
339852
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
12386
244036
SH
SOLE
244036
0
0
JACOBS ENGR GROUP INC
COM
469814107
264
2042
SH
SOLE
2042
0
0
JOHNSON & JOHNSON
COM
478160104
8645
52601
SH
SOLE
51313
0
1288
JPMORGAN CHASE & CO
COM
46625H100
12832
84292
SH
SOLE
81590
0
2702
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
3955
27578
SH
SOLE
26521
0
1057
LOWES COS INC
COM
548661107
226
1187
SH
SOLE
1187
0
0
MCDONALDS CORP
COM
580135101
384
1712
SH
SOLE
1712
0
0
MERCK & CO. INC
COM
58933Y105
2783
36106
SH
SOLE
35030
0
1076
MICROSOFT CORP
COM
594918104
15161
64305
SH
SOLE
61801
0
2504
MONDELEZ INTL INC
CL A
609207105
5201
88853
SH
SOLE
84801
0
4052
MOODYS CORP
COM
615369105
242
810
SH
SOLE
810
0
0
NEW YORK TIMES CO
CL A
650111107
246
4865
SH
SOLE
4865
0
0
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
1697
46865
SH
SOLE
46092
0
773
NVIDIA CORPORATION
COM
67066G104
7006
13122
SH
SOLE
12704
0
418
OKTA INC
CL A
679295105
314
1423
SH
SOLE
1423
0
0
ONCTERNAL THERAPEUTICS INC
COM
68236P107
83
10000
SH
SOLE
10000
0
0
ORACLE CORP
COM
68389X105
710
10123
SH
SOLE
10123
0
0
PALANTIR TECHNOLOGIES INC
CL A
69608A108
370
15901
SH
SOLE
15901
0
0
PARKER-HANNIFIN CORP
COM
701094104
7828
24817
SH
SOLE
23957
0
860
PAYPAL HLDGS INC
COM
70450Y103
6089
25075
SH
SOLE
24344
0
731
PEPSICO INC
COM
713448108
354
2504
SH
SOLE
2504
0
0
PFIZER INC
COM
717081103
5417
149523
SH
SOLE
141426
0
8097
PHILIP MORRIS INTL INC
COM
718172109
293
3298
SH
SOLE
2598
0
700
PROCTER AND GAMBLE CO
COM
742718109
7228
53368
SH
SOLE
51385
0
1983
PROGRESSIVE CORP
COM
743315103
927
9698
SH
SOLE
9698
0
0
REALTY INCOME CORP
COM
756109104
225
3541
SH
SOLE
3541
0
0
ROKU INC
COM CL A
77543R102
432
1325
SH
SOLE
1325
0
0
S&P GLOBAL INC
COM
78409V104
224
636
SH
SOLE
636
0
0
SALESFORCE COM INC
COM
79466L302
8119
38322
SH
SOLE
37258
0
1064
SCHWAB CHARLES CORP
COM
808513105
392
6018
SH
SOLE
6018
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1029
7746
SH
SOLE
7746
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1820
15588
SH
SOLE
15588
0
0
SHERWIN WILLIAMS CO
COM
824348106
6536
8856
SH
SOLE
8535
0
321
SNAP INC
CL A
83304A106
390
7453
SH
SOLE
7453
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
302755
763897
SH
SOLE
739190
0
24707
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
5380
11300
SH
SOLE
11151
0
149
SPDR SER TR
S&P 600 SML CAP
78464A813
721
7676
SH
SOLE
7676
0
0
SPDR SER TR
SPDR S&P 500 ETF
78468R796
237
2418
SH
SOLE
2418
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
399
1756
SH
SOLE
1756
0
0
SYSCO CORP
COM
871829107
291
3696
SH
SOLE
3696
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
210
1775
SH
SOLE
1775
0
0
TESLA INC
COM
88160R101
1034
1548
SH
SOLE
1548
0
0
TJX COS INC NEW
COM
872540109
6483
98005
SH
SOLE
95270
0
2735
UNION PAC CORP
COM
907818108
531
2411
SH
SOLE
2411
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
7116
41861
SH
SOLE
40539
0
1322
UNITEDHEALTH GROUP INC
COM
91324P102
1206
3242
SH
SOLE
3242
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
31444
354381
SH
SOLE
348301
0
6080
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
218
2571
SH
SOLE
2571
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4748
22970
SH
SOLE
22970
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
6115
27629
SH
SOLE
27629
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
37327
406342
SH
SOLE
394813
0
11529
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5784
27017
SH
SOLE
27017
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
2276
8853
SH
SOLE
8853
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
693
3741
SH
SOLE
3741
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
138423
379969
SH
SOLE
377851
0
2118
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
107083
2057303
SH
SOLE
2001013
0
56290
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1313
21640
SH
SOLE
21640
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1047
7119
SH
SOLE
7119
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3403
69294
SH
SOLE
69294
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
291
5006
SH
SOLE
4160
0
846
VISA INC
COM CL A
92826C839
13788
65120
SH
SOLE
63160
0
1960
WASTE MGMT INC DEL
COM
94106L109
10432
80856
SH
SOLE
78284
0
2572
WELLS FARGO CO NEW
COM
949746101
221
5663
SH
SOLE
5663
0
0
WISDOMTREE TR
US DIVID EX FNCL
97717W406
210
2232
SH
SOLE
2232
0
0