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
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0001009209
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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
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COM
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ABBVIE INC
COM
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0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2368222
8286
SH
SOLE
8286
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
8372934
21727
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SOLE
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AFLAC INC
COM
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COM
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550
ALPHABET INC
CAP STK CL A
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159769
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SOLE
156475
0
3294
ALPHABET INC
CAP STK CL C
02079K107
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0
AMAZON COM INC
COM
023135106
12343033
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SH
SOLE
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2940
AMERICAN TOWER CORP NEW
COM
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290
APPLE INC
COM
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161682
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SOLE
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3743
ARISTA NETWORKS INC
COM
040413106
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ATRECA INC
CL A COM
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AUTOMATIC DATA PROCESSING IN
COM
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CL B NEW
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COM
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BOEING CO
COM
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BOOKING HOLDINGS INC
COM
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BRISTOL-MYERS SQUIBB CO
COM
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SOLE
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CHENIERE ENERGY INC
COM NEW
16411R208
3630451
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SH
SOLE
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783
CHEVRON CORP NEW
COM
166764100
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SH
SOLE
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CHUBB LIMITED
COM
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CISCO SYS INC
COM
17275R102
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592
CME GROUP INC
COM
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1460
COCA COLA CO
COM
191216100
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CONSTELLATION BRANDS INC
CL A
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COSTCO WHSL CORP NEW
COM
22160K105
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0
CVS HEALTH CORP
COM
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DANAHER CORPORATION
COM
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US TARGETED VLU
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0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
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SH
SOLE
15297
0
0
DISNEY WALT CO
COM
254687106
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60011
SH
SOLE
58500
0
1511
DOLLAR GEN CORP NEW
COM
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SH
SOLE
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0
DOORDASH INC
CL A
25809K105
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SH
SOLE
49416
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0
ECOLAB INC
COM
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SH
SOLE
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0
798
EXPENSIFY INC
COM CL A
30219Q106
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SH
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0
EXXON MOBIL CORP
COM
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SOLE
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236
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
278772
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SH
SOLE
3463
0
0
FISERV INC
COM
337738108
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6986
SH
SOLE
6986
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0
FIVE9 INC
COM
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SH
SOLE
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HERCULES CAPITAL INC
COM
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HERSHEY CO
COM
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SOLE
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HOLOGIC INC
COM
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SOLE
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0
HOME DEPOT INC
COM
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2013161
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SH
SOLE
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0
HONEYWELL INTL INC
COM
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SOLE
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INTERNATIONAL BUSINESS MACHS
COM
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INTUIT
COM
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SOLE
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INVESCO QQQ TR
UNIT SER 1
46090E103
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SH
SOLE
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0
ISHARES INC
ESG AWR MSCI EM
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SOLE
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ISHARES TR
MSCI EAFE ETF
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SOLE
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ISHARES TR
CORE S&P MCP ETF
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SH
SOLE
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ISHARES TR
CORE S&P US VLU
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ISHARES TR
RUSSELL 2000 ETF
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SHRT NAT MUN ETF
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ISHARES TR
CORE US AGGBD ET
464287226
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SH
SOLE
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ISHARES TR
CORE S&P500 ETF
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SH
SOLE
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0
ISHARES TR
MSCI EMG MKT ETF
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SOLE
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ISHARES TR
BLACKROCK ULTRA
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MSCI ACWI EX US
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ISHARES TR
GL CLEAN ENE ETF
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ISHARES TR
RUSSELL 3000 ETF
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ISHARES TR
RUS 1000 ETF
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SH
SOLE
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0
ISHARES TR
MSCI ACWI ETF
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SH
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ISHARES TR
MSCI AC ASIA ETF
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SH
SOLE
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ISHARES TR
20 YR TR BD ETF
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SH
SOLE
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ISHARES TR
RUS 2000 GRW ETF
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SH
SOLE
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163
ISHARES TR
MSCI INTL VLU FT
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SH
SOLE
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57
ISHARES TR
S&P 100 ETF
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ISHARES TR
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RUS 1000 GRW ETF
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0
ISHARES TR
RUS 1000 VAL ETF
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RUS 2000 VAL ETF
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ISHARES TR
JPMORGAN USD EMG
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MSCI USA ESG SLC
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ISHARES TR
PFD AND INCM SEC
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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COM
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COM
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JPMORGAN CHASE & CO
COM
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KEYSIGHT TECHNOLOGIES INC
COM
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LINDE PLC
SHS
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SOLE
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LOWES COS INC
COM
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MASTERCARD INCORPORATED
CL A
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COM
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COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
COM
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SOLE
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MONDELEZ INTL INC
CL A
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SOLE
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NIKE INC
CL B
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SOLE
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NUVEEN ESG LRGVL
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SH
SOLE
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NUSHARES ETF TR
NUVEEN ESG SMLCP
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NUSHARES ETF TR
NUVEEN ESG INTL
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NUSHARES ETF TR
NUVEEN ESG US
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SH
SOLE
11234
0
0
NVIDIA CORPORATION
COM
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SH
SOLE
43868
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1095
ORACLE CORP
COM
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SH
SOLE
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0
0
PARKER-HANNIFIN CORP
COM
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SH
SOLE
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0
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PEPSICO INC
COM
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672869
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SH
SOLE
3691
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0
PFIZER INC
COM
717081103
332071
8139
SH
SOLE
6139
0
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PIMCO ETF TR
INTER MUN BD ACT
72201R866
1255860
24031
SH
SOLE
20693
0
3338
PROCTER AND GAMBLE CO
COM
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8278958
55679
SH
SOLE
53938
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1741
PROGRESSIVE CORP
COM
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SH
SOLE
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0
RAYTHEON TECHNOLOGIES CORP
COM
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483382
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SOLE
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REALTY INCOME CORP
COM
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220480
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SH
SOLE
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0
SALESFORCE INC
COM
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SH
SOLE
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1085
SCHWAB CHARLES CORP
COM
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356813
6812
SH
SOLE
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0
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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SH
SOLE
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0
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SH
SOLE
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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SOLE
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SCHWAB STRATEGIC TR
INTL SCEQT ETF
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SOLE
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SHOPIFY INC
CL A
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SH
SOLE
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0
SOUNDHOUND AI INC
CLASS A COM
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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
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260551893
636439
SH
SOLE
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17561
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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5449799
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SH
SOLE
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149
SPDR SER TR
S&P 600 SML CAP
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6031
SH
SOLE
6031
0
0
STARBUCKS CORP
COM
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375519
3606
SH
SOLE
3606
0
0
STRYKER CORPORATION
COM
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SH
SOLE
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686
SYNOPSYS INC
COM
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526
SH
SOLE
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0
SYSCO CORP
COM
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53316
SH
SOLE
52302
0
1014
TARGET CORP
COM
87612E106
335401
2025
SH
SOLE
2025
0
0
TESLA INC
COM
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SH
SOLE
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443
TEXAS INSTRS INC
COM
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1552
SH
SOLE
1552
0
0
TJX COS INC NEW
COM
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8127963
103726
SH
SOLE
101053
0
2673
UBER TECHNOLOGIES INC
COM
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SH
SOLE
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0
0
UNION PAC CORP
COM
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536106
2664
SH
SOLE
2664
0
0
UNITED PARCEL SERVICE INC
CL B
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8013960
41311
SH
SOLE
40064
0
1247
UNITEDHEALTH GROUP INC
COM
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3031
SH
SOLE
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VANGUARD BD INDEX FDS
INTERMED TERM
921937819
29968200
390516
SH
SOLE
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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
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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
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0
0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
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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
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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