0001580642-23-002691.txt : 20230512 0001580642-23-002691.hdr.sgml : 20230512 20230512134301 ACCESSION NUMBER: 0001580642-23-002691 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914671 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 X0202 13F-HR LIVE false false false 0001009209 XXXXXXXX 03-31-2023 03-31-2023 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 650-854-9150 /s/ Caroline Curts Palo Alto CA 05-12-2023 0 155 1863363093
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 223254 2124 SH SOLE 2124 0 0 ABBOTT LABS COM 002824100 7961736 78627 SH SOLE 76684 0 1943 ABBVIE INC COM 00287Y109 2988984 18755 SH SOLE 18755 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2368222 8286 SH SOLE 8286 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 8372934 21727 SH SOLE 21065 0 662 AFLAC INC COM 001055102 521193 8078 SH SOLE 8078 0 0 ALBEMARLE CORP COM 012653101 4376150 19798 SH SOLE 19248 0 550 ALPHABET INC CAP STK CL A 02079K305 16572865 159769 SH SOLE 156475 0 3294 ALPHABET INC CAP STK CL C 02079K107 1834976 17644 SH SOLE 17644 0 0 AMAZON COM INC COM 023135106 12343033 119499 SH SOLE 116559 0 2940 AMERICAN TOWER CORP NEW COM 03027X100 3163603 15482 SH SOLE 15192 0 290 APPLE INC COM 037833100 26661392 161682 SH SOLE 157939 0 3743 ARISTA NETWORKS INC COM 040413106 565688 3370 SH SOLE 3370 0 0 ATRECA INC CL A COM 04965G109 14250 12500 SH SOLE 12500 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 490899 2205 SH SOLE 2205 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1470806 4763 SH SOLE 4763 0 0 BLACKROCK INC COM 09247X101 6549448 9788 SH SOLE 9532 0 256 BOEING CO COM 097023105 8099531 38128 SH SOLE 37116 0 1012 BOOKING HOLDINGS INC COM 09857L108 12092337 4559 SH SOLE 4434 0 125 BRISTOL-MYERS SQUIBB CO COM 110122108 458208 6611 SH SOLE 5911 0 700 CHENIERE ENERGY INC COM NEW 16411R208 3630451 23036 SH SOLE 22253 0 783 CHEVRON CORP NEW COM 166764100 9904336 60703 SH SOLE 58810 0 1893 CHUBB LIMITED COM H1467J104 7760462 39965 SH SOLE 38797 0 1168 CISCO SYS INC COM 17275R102 1305464 24973 SH SOLE 24381 0 592 CME GROUP INC COM 12572Q105 8606026 44935 SH SOLE 43475 0 1460 COCA COLA CO COM 191216100 390665 6298 SH SOLE 5498 0 800 CONSTELLATION BRANDS INC CL A 21036P108 3296953 14595 SH SOLE 14312 0 283 COSTCO WHSL CORP NEW COM 22160K105 2039748 4105 SH SOLE 4105 0 0 CVS HEALTH CORP COM 126650100 5679085 76424 SH SOLE 73798 0 2626 DANAHER CORPORATION COM 235851102 7670973 30436 SH SOLE 29472 0 964 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3434794 77308 SH SOLE 77308 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 448026 10068 SH SOLE 10068 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 389768 15297 SH SOLE 15297 0 0 DISNEY WALT CO COM 254687106 6008929 60011 SH SOLE 58500 0 1511 DOLLAR GEN CORP NEW COM 256677105 1774843 8433 SH SOLE 8433 0 0 DOORDASH INC CL A 25809K105 3140881 49416 SH SOLE 49416 0 0 ECOLAB INC COM 278865100 6647354 40158 SH SOLE 39360 0 798 EXPENSIFY INC COM CL A 30219Q106 221590 27189 SH SOLE 27189 0 0 EXXON MOBIL CORP COM 30231G102 709170 6467 SH SOLE 6231 0 236 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 278772 3463 SH SOLE 3463 0 0 FISERV INC COM 337738108 789628 6986 SH SOLE 6986 0 0 FIVE9 INC COM 338307101 233063 3224 SH SOLE 3224 0 0 HERCULES CAPITAL INC COM 427096508 700546 54348 SH SOLE 54348 0 0 HERSHEY CO COM 427866108 6354156 24976 SH SOLE 24248 0 728 HOLOGIC INC COM 436440101 221522 2745 SH SOLE 2745 0 0 HOME DEPOT INC COM 437076102 2013161 6822 SH SOLE 6822 0 0 HONEYWELL INTL INC COM 438516106 7030377 36785 SH SOLE 35914 0 871 INTERNATIONAL BUSINESS MACHS COM 459200101 426829 3256 SH SOLE 3256 0 0 INTUIT COM 461202103 534996 1200 SH SOLE 1200 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 285771 890 SH SOLE 890 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 4283462 136069 SH SOLE 135651 0 418 ISHARES TR MSCI EAFE ETF 464287465 190645596 2665626 SH SOLE 2618305 0 47321 ISHARES TR CORE S&P MCP ETF 464287507 110248346 440711 SH SOLE 429538 0 11173 ISHARES TR CORE S&P US VLU 464287663 109998211 1490895 SH SOLE 1453415 0 37480 ISHARES TR RUSSELL 2000 ETF 464287655 106420433 596527 SH SOLE 582012 0 14515 ISHARES TR SHRT NAT MUN ETF 464288158 62748097 599428 SH SOLE 583277 0 16151 ISHARES TR CORE US AGGBD ET 464287226 48133486 483074 SH SOLE 479526 0 3548 ISHARES TR CORE S&P500 ETF 464287200 32957558 80173 SH SOLE 80173 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 13456046 341005 SH SOLE 339255 0 1750 ISHARES TR BLACKROCK ULTRA 46434V878 12721441 253163 SH SOLE 253163 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 9670371 106914 SH SOLE 106914 0 0 ISHARES TR ESG AWARE MSCI 46435U663 9652551 283982 SH SOLE 279131 0 4851 ISHARES TR ESG AW MSCI EAFE 46435G516 7875695 109628 SH SOLE 109628 0 0 ISHARES TR MSCI ACWI EX US 464288240 4952057 101539 SH SOLE 101539 0 0 ISHARES TR NATIONAL MUN ETF 464288414 4830415 44834 SH SOLE 42867 0 1967 ISHARES TR GL CLEAN ENE ETF 464288224 3301268 166899 SH SOLE 162954 0 3945 ISHARES TR RUSSELL 3000 ETF 464287689 2860922 12153 SH SOLE 12153 0 0 ISHARES TR RUS 1000 ETF 464287622 2480930 11015 SH SOLE 11015 0 0 ISHARES TR MSCI ACWI ETF 464288257 1936785 21246 SH SOLE 21246 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 1898731 27976 SH SOLE 27976 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1727555 16241 SH SOLE 15591 0 650 ISHARES TR RUS 2000 GRW ETF 464287648 1558707 6872 SH SOLE 6709 0 163 ISHARES TR MSCI INTL VLU FT 46435G409 1077651 43471 SH SOLE 43414 0 57 ISHARES TR S&P 100 ETF 464287101 1014318 5423 SH SOLE 5423 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 676493 14076 SH SOLE 14076 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 597876 2447 SH SOLE 2447 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 468561 3077 SH SOLE 3077 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 426461 3112 SH SOLE 3112 0 0 ISHARES TR JPMORGAN USD EMG 464288281 411210 4766 SH SOLE 4766 0 0 ISHARES TR MSCI USA ESG SLC 464288802 303980 3463 SH SOLE 3463 0 0 ISHARES TR PFD AND INCM SEC 464288687 204616 6554 SH SOLE 2948 0 3606 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 10200367 202710 SH SOLE 202710 0 0 JACOBS SOLUTIONS INC COM 46982L108 239955 2042 SH SOLE 2042 0 0 JOHNSON & JOHNSON COM 478160104 8850696 57101 SH SOLE 55746 0 1355 JPMORGAN CHASE & CO COM 46625H100 12164379 93350 SH SOLE 90927 0 2423 KEYSIGHT TECHNOLOGIES INC COM 49338L103 4182332 25900 SH SOLE 25224 0 676 LINDE PLC SHS G54950103 315986 889 SH SOLE 889 0 0 LOWES COS INC COM 548661107 342549 1713 SH SOLE 1713 0 0 MASTERCARD INCORPORATED CL A 57636Q104 456204 1255 SH SOLE 1255 0 0 MCDONALDS CORP COM 580135101 610034 2182 SH SOLE 2182 0 0 MERCK & CO INC COM 58933Y105 414664 3898 SH SOLE 3898 0 0 META PLATFORMS INC CL A 30303M102 6200093 29254 SH SOLE 28684 0 570 MICROSOFT CORP COM 594918104 18966843 65789 SH SOLE 63327 0 2462 MONDELEZ INTL INC CL A 609207105 7287587 104526 SH SOLE 100665 0 3861 NIKE INC CL B 654106103 318688 2599 SH SOLE 2599 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 6529686 191655 SH SOLE 188172 0 3483 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1145124 32339 SH SOLE 32339 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 402032 14297 SH SOLE 14297 0 0 NUSHARES ETF TR NUVEEN ESG US 67092P870 251074 11234 SH SOLE 11234 0 0 NVIDIA CORPORATION COM 67066G104 12489445 44963 SH SOLE 43868 0 1095 ORACLE CORP COM 68389X105 594560 6399 SH SOLE 6399 0 0 PARKER-HANNIFIN CORP COM 701094104 8214696 24441 SH SOLE 23774 0 667 PEPSICO INC COM 713448108 672869 3691 SH SOLE 3691 0 0 PFIZER INC COM 717081103 332071 8139 SH SOLE 6139 0 2000 PIMCO ETF TR INTER MUN BD ACT 72201R866 1255860 24031 SH SOLE 20693 0 3338 PROCTER AND GAMBLE CO COM 742718109 8278958 55679 SH SOLE 53938 0 1741 PROGRESSIVE CORP COM 743315103 1121161 7837 SH SOLE 7837 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 483382 4936 SH SOLE 4936 0 0 REALTY INCOME CORP COM 756109104 220480 3482 SH SOLE 3482 0 0 SALESFORCE INC COM 79466L302 8172201 40906 SH SOLE 39821 0 1085 SCHWAB CHARLES CORP COM 808513105 356813 6812 SH SOLE 6812 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2708430 55994 SH SOLE 55994 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2236109 64256 SH SOLE 64256 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 757619 30898 SH SOLE 30898 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 740744 21974 SH SOLE 21974 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1926237 14879 SH SOLE 14879 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1223440 8102 SH SOLE 8102 0 0 SHOPIFY INC CL A 82509L107 291283 6076 SH SOLE 6076 0 0 SOUNDHOUND AI INC CLASS A COM 836100107 134067 48575 SH SOLE 48575 0 0 SPDR GOLD TR GOLD SHS 78463V107 533353 2911 SH SOLE 2582 0 329 SPDR S&P 500 ETF TR TR UNIT 78462F103 260551893 636439 SH SOLE 618878 0 17561 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5449799 11888 SH SOLE 11739 0 149 SPDR SER TR S&P 600 SML CAP 78464A813 506785 6031 SH SOLE 6031 0 0 STARBUCKS CORP COM 855244109 375519 3606 SH SOLE 3606 0 0 STRYKER CORPORATION COM 863667101 7606144 26644 SH SOLE 25958 0 686 SYNOPSYS INC COM 871607107 203168 526 SH SOLE 526 0 0 SYSCO CORP COM 871829107 4117615 53316 SH SOLE 52302 0 1014 TARGET CORP COM 87612E106 335401 2025 SH SOLE 2025 0 0 TESLA INC COM 88160R101 4707060 22689 SH SOLE 22246 0 443 TEXAS INSTRS INC COM 882508104 288688 1552 SH SOLE 1552 0 0 TJX COS INC NEW COM 872540109 8127963 103726 SH SOLE 101053 0 2673 UBER TECHNOLOGIES INC COM 90353T100 395172 12466 SH SOLE 12466 0 0 UNION PAC CORP COM 907818108 536106 2664 SH SOLE 2664 0 0 UNITED PARCEL SERVICE INC CL B 911312106 8013960 41311 SH SOLE 40064 0 1247 UNITEDHEALTH GROUP INC COM 91324P102 1432471 3031 SH SOLE 3031 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 29968200 390516 SH SOLE 386883 0 3633 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 135346854 359898 SH SOLE 357816 0 2082 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 68097872 820061 SH SOLE 803607 0 16454 VANGUARD INDEX FDS MID CAP ETF 922908629 6587453 31232 SH SOLE 31232 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 5847926 30850 SH SOLE 30850 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4501881 22057 SH SOLE 22057 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2297192 10615 SH SOLE 10615 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1956607 7844 SH SOLE 7844 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 974918 7059 SH SOLE 7059 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 689329 3690 SH SOLE 3690 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 96647716 2392270 SH SOLE 2333300 0 58970 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1062308 19867 SH SOLE 19867 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 53989477 824141 SH SOLE 808346 0 15795 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15830636 270424 SH SOLE 265363 0 5061 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1069724 6946 SH SOLE 6946 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15226344 337090 SH SOLE 288695 0 48395 VISA INC COM CL A 92826C839 14810724 65691 SH SOLE 63949 0 1742 WASTE MGMT INC DEL COM 94106L109 11577644 70954 SH SOLE 69090 0 1864 WELLS FARGO CO NEW COM 949746101 251119 6718 SH SOLE 6718 0 0 ZOETIS INC CL A 98978V103 3761677 22601 SH SOLE 22018 0 583