0001580642-24-002708.txt : 20240513 0001580642-24-002708.hdr.sgml : 20240513 20240513131054 ACCESSION NUMBER: 0001580642-24-002708 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sand Hill Global Advisors, LLC CENTRAL INDEX KEY: 0001009209 ORGANIZATION NAME: 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: 24938050 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 03-31-2024 03-31-2024 false Sand Hill Global Advisors, LLC

245 Lytton Ave Suite 300 Palo Alto CA 94301

13F HOLDINGS REPORT 028-05390 N Anthony Craun 650-854-9150 /s/ Anthony Craun Palo Alto CA 05-09-2024 0 163 2108004541 INFORMATION TABLE 2 infotable.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 248693034 517356 SH SOLE 454062 0 63294 ISHARES TR MSCI EAFE ETF 464287465 216218720 2707472 SH SOLE 2495599 0 211873 SPDR S&P 500 ETF TR TR UNIT 78462F103 211085229 403551 SH SOLE 385437 0 18114 ISHARES TR CORE S&P MCP ETF 464287507 130538117 2149129 SH SOLE 1959099 0 190031 ISHARES TR RUSSELL 2000 ETF 464287655 129757325 617011 SH SOLE 565345 0 51665 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 123915919 2966625 SH SOLE 2719112 0 247513 SPDR SER TR PORTFOLIO S&P500 78464A854 95809048 1557111 SH SOLE 1532743 0 24369 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 67237032 777486 SH SOLE 757489 0 19998 ISHARES TR CORE US AGGBD ET 464287226 61708315 630062 SH SOLE 541862 0 88200 ISHARES TR CORE S&P500 ETF 464287200 53952266 102624 SH SOLE 54364 0 48260 PIMCO ETF TR ACTIVE BD ETF 72201R775 36724103 399783 SH SOLE 324593 0 75190 ISHARES TR US TREAS BD ETF 46429B267 28685525 1259795 SH SOLE 1244781 0 15014 MICROSOFT CORP COM 594918104 27210195 64675 SH SOLE 62417 0 2258 NVIDIA CORPORATION COM 67066G104 25518143 28242 SH SOLE 27564 0 678 APPLE INC COM 037833100 24791283 144572 SH SOLE 141204 0 3368 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 23189423 391449 SH SOLE 332026 0 59423 ALPHABET INC CAP STK CL A 02079K305 22971132 152197 SH SOLE 146931 0 5266 AMAZON COM INC COM 023135106 19142434 106123 SH SOLE 103327 0 2796 ISHARES TR ESG AWR MSCI USA 46435G425 18089876 157358 SH SOLE 155812 0 1546 JPMORGAN CHASE & CO COM 46625H100 17614966 87943 SH SOLE 85704 0 2239 VISA INC COM CL A 92826C839 16729483 59945 SH SOLE 58269 0 1676 ISHARES TR NATIONAL MUN ETF 464288414 16493896 153289 SH SOLE 147027 0 6262 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 16378065 326451 SH SOLE 282888 0 43563 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15052294 259209 SH SOLE 227180 0 32030 ISHARES TR MSCI EMG MKT ETF 464287234 14293240 347937 SH SOLE 346548 0 1389 ISHARES TR U.S. REAL ES ETF 464287739 14135358 157234 SH SOLE 151443 0 5791 ISHARES TR BLACKROCK ULTRA 46434V878 13688311 270734 SH SOLE 237886 0 32848 WASTE MGMT INC DEL COM 94106L109 12090061 56721 SH SOLE 55225 0 1496 ISHARES TR ESG AWARE MSCI 46435U663 11955361 296880 SH SOLE 292029 0 4851 SALESFORCE INC COM 79466L302 11080111 36789 SH SOLE 35806 0 983 META PLATFORMS INC CL A 30303M102 10110776 20822 SH SOLE 20326 0 496 PARKER-HANNIFIN CORP COM 701094104 10011723 18014 SH SOLE 17547 0 467 CHEVRON CORP NEW COM 166764100 9722577 61637 SH SOLE 59699 0 1937 TJX COS INC NEW COM 872540109 9688362 95527 SH SOLE 93186 0 2341 ADOBE INC COM 00724F101 9518774 18864 SH SOLE 18335 0 529 PIMCO ETF TR INTER MUN BD ACT 72201R866 9092631 173292 SH SOLE 170795 0 2497 JOHNSON & JOHNSON COM 478160104 8942434 56530 SH SOLE 55336 0 1194 STRYKER CORPORATION COM 863667101 8796061 24579 SH SOLE 23845 0 734 ISHARES TR ESG AW MSCI EAFE 46435G516 8753283 109539 SH SOLE 109248 0 291 CME GROUP INC COM 12572Q105 8706470 40441 SH SOLE 39157 0 1284 PROCTER AND GAMBLE CO COM 742718109 8552647 52713 SH SOLE 51193 0 1520 ECOLAB INC COM 278865100 8380415 36295 SH SOLE 35650 0 645 DISNEY WALT CO COM 254687106 8327701 68059 SH SOLE 66561 0 1498 VANGUARD INDEX FDS SMALL CP ETF 922908751 8306503 36338 SH SOLE 36338 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 8109706 32457 SH SOLE 32457 0 0 AUTODESK INC COM 052769106 7745932 29744 SH SOLE 28985 0 759 ABBOTT LABS COM 002824100 7743215 68126 SH SOLE 66425 0 1701 BLACKROCK INC COM 09247X101 7742933 9287 SH SOLE 9049 0 238 HONEYWELL INTL INC COM 438516106 7508075 36580 SH SOLE 35809 0 771 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 7455804 147786 SH SOLE 147786 0 0 BOEING CO COM 097023105 7279390 37719 SH SOLE 36559 0 1160 META PLATFORMS INC CL A 30303M102 7013232 14443 SH SOLE 14443 0 0 MONDELEZ INTL INC CL A 609207105 6977635 99680 SH SOLE 96183 0 3497 DANAHER CORPORATION COM 235851102 6923501 27725 SH SOLE 26816 0 909 DOORDASH INC CL A 25809K105 6805572 49416 SH SOLE 49416 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6574135 11815 SH SOLE 11666 0 149 CVS HEALTH CORP COM 126650100 6206085 77809 SH SOLE 75747 0 2062 ISHARES TR MSCI ACWI EX US 464288240 6195643 116045 SH SOLE 116045 0 0 PALO ALTO NETWORKS INC COM 697435105 6089474 21432 SH SOLE 20837 0 595 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5956287 22918 SH SOLE 22918 0 0 UNITED PARCEL SERVICE INC CL B 911312106 5698987 38343 SH SOLE 37148 0 1196 BOOKING HOLDINGS INC COM 09857L108 5576102 1537 SH SOLE 1497 0 40 AMERICAN ELEC PWR CO INC COM 025537101 5188846 60265 SH SOLE 57505 0 2760 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4889883 96638 SH SOLE 65088 0 31550 ISHARES INC ESG AWR MSCI EM 46434G863 4811530 149287 SH SOLE 144935 0 4352 ISHARES TR ESG AWR US AGRGT 46435U549 4659834 99019 SH SOLE 80160 0 18859 ISHARES TR MSCI ACWI ETF 464288257 4300026 39045 SH SOLE 39045 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 4293044 75343 SH SOLE 75343 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4256624 15663 SH SOLE 15407 0 256 KEYSIGHT TECHNOLOGIES INC COM 49338L103 4212095 26935 SH SOLE 26302 0 633 LAUDER ESTEE COS INC CL A 518439104 4061066 26345 SH SOLE 25608 0 737 NEWMONT CORP COM 651639106 4055722 113162 SH SOLE 109851 0 3311 TESLA INC COM 88160R101 3963361 22546 SH SOLE 22150 0 396 ZOETIS INC CL A 98978V103 3934753 23254 SH SOLE 22734 0 520 CHENIERE ENERGY INC COM NEW 16411R208 3825269 23718 SH SOLE 23014 0 704 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3359308 54130 SH SOLE 54130 0 0 ISHARES TR RUS 1000 ETF 464287622 3245062 11266 SH SOLE 11266 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 3179120 10594 SH SOLE 10594 0 0 AMERICAN TOWER CORP NEW COM 03027X100 3042189 15396 SH SOLE 15178 0 218 COSTCO WHSL CORP NEW COM 22160K105 2894031 3950 SH SOLE 3950 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2631810 7593 SH SOLE 7593 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2541880 65143 SH SOLE 65143 0 0 HOME DEPOT INC COM 437076102 2446025 6377 SH SOLE 6377 0 0 ALPHABET INC CAP STK CL C 02079K107 2300749 15111 SH SOLE 15111 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 2204854 8142 SH SOLE 7979 0 163 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2193053 14845 SH SOLE 14845 0 0 EXXON MOBIL CORP COM 30231G102 2037104 17525 SH SOLE 17202 0 323 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1871917 4451 SH SOLE 4451 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1705652 29132 SH SOLE 23694 0 5438 PROGRESSIVE CORP COM 743315103 1620848 7837 SH SOLE 7837 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1524306 8347 SH SOLE 8347 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1356195 6512 SH SOLE 6512 0 0 DOLLAR GEN CORP NEW COM 256677105 1305754 8367 SH SOLE 8367 0 0 APPLIED MATLS INC COM 038222105 1302961 6318 SH SOLE 6318 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1295529 2918 SH SOLE 2918 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1209987 2446 SH SOLE 2446 0 0 ABBVIE INC COM 00287Y109 1187474 6521 SH SOLE 6521 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1088250 18555 SH SOLE 18555 0 0 HERCULES CAPITAL INC COM 427096508 1002721 54348 SH SOLE 54348 0 0 ISHARES TR S&P 100 ETF 464287101 949560 3838 SH SOLE 3838 0 0 ARISTA NETWORKS INC COM 040413106 942435 3250 SH SOLE 3250 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 888464 2636 SH SOLE 2636 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 884714 3690 SH SOLE 3690 0 0 ORACLE CORP COM 68389X105 795818 6336 SH SOLE 6336 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 785452 31107 SH SOLE 31107 0 0 ISHARES TR 20 YR TR BD ETF 464287432 740969 7831 SH SOLE 7296 0 535 LOWES COS INC COM 548661107 720631 2829 SH SOLE 2829 0 0 AFLAC INC COM 001055102 675203 7864 SH SOLE 7864 0 0 CISCO SYS INC COM 17275R102 661058 13245 SH SOLE 12653 0 592 INTUIT COM 461202103 654550 1007 SH SOLE 1007 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 646620 18062 SH SOLE 18062 0 0 MASTERCARD INCORPORATED CL A 57636Q104 644987 1339 SH SOLE 1339 0 0 PEPSICO INC COM 713448108 634236 3624 SH SOLE 3624 0 0 UNION PAC CORP COM 907818108 604496 2458 SH SOLE 2458 0 0 MCDONALDS CORP COM 580135101 598298 2122 SH SOLE 2122 0 0 SPDR GOLD TR GOLD SHS 78463V107 564290 2743 SH SOLE 2474 0 269 ISHARES TR JPMORGAN USD EMG 464288281 535330 5970 SH SOLE 5970 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 533395 12393 SH SOLE 12393 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 522206 2091 SH SOLE 2091 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 514364 9450 SH SOLE 9450 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 500506 2621 SH SOLE 2621 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 484672 2706 SH SOLE 2706 0 0 UBER TECHNOLOGIES INC COM 90353T100 455858 5921 SH SOLE 5921 0 0 MERCK & CO INC COM 58933Y105 447230 3389 SH SOLE 3389 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 440335 13782 SH SOLE 13782 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 424175 1627 SH SOLE 1627 0 0 SCHWAB CHARLES CORP COM 808513105 415810 5748 SH SOLE 5748 0 0 COCA COLA CO COM 191216100 414678 6778 SH SOLE 5978 0 800 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 413049 29780 SH SOLE 29780 0 0 LINDE PLC SHS G54950103 399315 860 SH SOLE 860 0 0 WELLS FARGO CO NEW COM 949746101 389375 6718 SH SOLE 6718 0 0 BRUKER CORP COM 116794108 376887 4012 SH SOLE 4012 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 371908 11970 SH SOLE 11970 0 0 SHOPIFY INC CL A 82509L107 364628 4725 SH SOLE 4725 0 0 RTX CORPORATION COM 75513E101 357838 3669 SH SOLE 3615 0 54 BRISTOL-MYERS SQUIBB CO COM 110122108 325543 6003 SH SOLE 5303 0 700 ISHARES TR ISHS 1-5YR INVS 464288646 319321 6227 SH SOLE 6227 0 0 ISHARES TR MSCI USA ESG SLC 464288802 319035 2922 SH SOLE 2922 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 314087 11126 SH SOLE 11126 0 0 JACOBS SOLUTIONS INC COM 46982L108 313917 2042 SH SOLE 2042 0 0 3M CO COM 88579Y101 307179 2896 SH SOLE 2896 0 0 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 297720 3000 SH SOLE 3000 0 0 TARGET CORP COM 87612E106 294169 1660 SH SOLE 1660 0 0 SYNOPSYS INC COM 871607107 288608 505 SH SOLE 505 0 0 S&P GLOBAL INC COM 78409V104 283350 666 SH SOLE 666 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 274823 19658 SH SOLE 19658 0 0 AMERICAN EXPRESS CO COM 025816109 273000 1199 SH SOLE 1199 0 0 CONOCOPHILLIPS COM 20825C104 250968 1972 SH SOLE 1972 0 0 KKR & CO INC COM 48251W104 249438 2480 SH SOLE 2480 0 0 STARBUCKS CORP COM 855244109 247567 2709 SH SOLE 2709 0 0 TEXAS INSTRS INC COM 882508104 245113 1407 SH SOLE 1407 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 241558 3204 SH SOLE 3204 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 240320 3309 SH SOLE 3309 0 0 CATERPILLAR INC COM 149123101 238546 651 SH SOLE 651 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 223213 1985 SH SOLE 1985 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 218125 416 SH SOLE 416 0 0 HOLOGIC INC COM 436440101 214000 2745 SH SOLE 2745 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 211136 2082 SH SOLE 2082 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 210333 1546 SH SOLE 1546 0 0 FASTENAL CO COM 311900104 203110 2633 SH SOLE 2633 0 0 FIVE9 INC COM 338307101 200243 3224 SH SOLE 3224 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 137589 11533 SH SOLE 11533 0 0 EXPENSIFY INC COM CL A 30219Q106 50028 27189 SH SOLE 27189 0 0