Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 542,662 | +108,111 | $237,035 |
VOO | 542,662 | +108,111 | $237,035 |
ISHARES TR (EFA) | 2,685,397 | +5,023 | $202,345 |
EFA | 2,685,397 | +5,023 | $202,345 |
SPDR S&P 500 ETF TR (SPY) | 423,031 | -289,330 | $201,071 |
SPY | 423,031 | -289,330 | $201,071 |
ISHARES TR (IWM) | 629,485 | +4,006 | $126,344 |
IWM | 629,485 | +4,006 | $126,344 |
ISHARES TR (IJH) | 442,978 | +1,875 | $122,771 |
IJH | 442,978 | +1,875 | $122,771 |
VANGUARD INTL EQUITY INDEX F (VWO) | 2,906,600 | -46,641 | $119,461 |
VWO | 2,906,600 | -46,641 | $119,461 |
SPDR SER TR (SPLG) | 1,510,570 | +1,510,570 | $84,441 |
SPLG | 1,510,570 | +1,510,570 | $84,441 |
VANGUARD SCOTTSDALE FDS (VGLT) | 1,216,508 | +558,130 | $74,852 |
VGLT | 1,216,508 | +558,130 | $74,852 |
VANGUARD INDEX FDS (VNQ) | 744,109 | -149,153 | $65,750 |
VNQ | 744,109 | -149,153 | $65,750 |
ISHARES TR (AGG) | 573,397 | +8,021 | $56,910 |
AGG | 573,397 | +8,021 | $56,910 |
ISHARES TR (IVV) | 103,171 | +9,863 | $49,278 |
IVV | 103,171 | +9,863 | $49,278 |
ISHARES TR (MUB) | 283,715 | +222,503 | $30,758 |
MUB | 283,715 | +222,503 | $30,758 |
APPLE INC | 153,413 | -3,860 | $29,537 |
AAPL | 153,413 | -3,860 | $29,537 |
MICROSOFT CORP | 62,958 | -159 | $23,675 |
MSFT | 62,958 | -159 | $23,675 |
ISHARES TR (GOVT) | 1,014,046 | -186,579 | $23,364 |
GOVT | 1,014,046 | -186,579 | $23,364 |
ALPHABET INC | 153,847 | -5,614 | $21,491 |
GOOGL | 153,847 | -5,614 | $21,491 |
VANGUARD BD INDEX FDS (BIV) | 233,659 | -7,692 | $17,847 |
BIV | 233,659 | -7,692 | $17,847 |
ISHARES TR (ESGU) | 165,239 | +2,513 | $17,337 |
ESGU | 165,239 | +2,513 | $17,337 |
AMAZON COM INC | 113,680 | -1,089 | $17,273 |
AMZN | 113,680 | -1,089 | $17,273 |
VANGUARD INDEX FDS (VBK) | 71,028 | +62,517 | $17,172 |
VBK | 71,028 | +62,517 | $17,172 |
VISA INC | 62,319 | -526 | $16,225 |
V | 62,319 | -526 | $16,225 |
VANGUARD TAX MANAGED FDS (VEA) | 338,694 | +3,377 | $16,223 |
VEA | 338,694 | +3,377 | $16,223 |
NVIDIA CORPORATION | 31,655 | -135 | $15,676 |
NVDA | 31,655 | -135 | $15,676 |
JPMORGAN CHASE & CO | 91,849 | -324 | $15,624 |
JPM | 91,849 | -324 | $15,624 |
META PLATFORMS INC | 42,430 | -393 | $15,019 |
META | 42,430 | -393 | $15,019 |
VANGUARD SCOTTSDALE FDS (VGSH) | 255,897 | -4,218 | $14,926 |
VGSH | 255,897 | -4,218 | $14,926 |
ISHARES TR (IYR) | 159,931 | +149,519 | $14,619 |
IYR | 159,931 | +149,519 | $14,619 |
ISHARES TR (EEM) | 361,778 | +41,403 | $14,547 |
EEM | 361,778 | +41,403 | $14,547 |
PIMCO ETF TR (MUNI) | 259,617 | +242,119 | $13,708 |
MUNI | 259,617 | +242,119 | $13,708 |
ADOBE INC | 19,780 | -955 | $11,801 |
ADBE | 19,780 | -955 | $11,801 |
ISHARES TR (ESML) | 298,431 | +12,736 | $11,343 |
ESML | 298,431 | +12,736 | $11,343 |
WASTE MGMT INC DEL | 60,178 | -107 | $10,778 |
WM | 60,178 | -107 | $10,778 |
SALESFORCE INC | 38,727 | -547 | $10,191 |
CRM | 38,727 | -547 | $10,191 |
ISHARES TR (ICSH) | 200,301 | -8,398 | $10,087 |
ICSH | 200,301 | -8,398 | $10,087 |
BOEING CO | 37,788 | +248 | $9,850 |
BA | 37,788 | +248 | $9,850 |
CME GROUP INC | 45,309 | -139 | $9,542 |
CME | 45,309 | -139 | $9,542 |
TJX COS INC NEW | 98,643 | +40 | $9,254 |
TJX | 98,643 | +40 | $9,254 |
CHEVRON CORP NEW | 61,739 | +169 | $9,209 |
CVX | 61,739 | +169 | $9,209 |
JOHNSON & JOHNSON | 58,702 | +405 | $9,201 |
JNJ | 58,702 | +405 | $9,201 |
PARKER HANNIFIN CORP | 19,351 | -508 | $8,915 |
PH | 19,351 | -508 | $8,915 |
ISHARES TR (ESGD) | 108,864 | -1,354 | $8,224 |
ESGD | 108,864 | -1,354 | $8,224 |
PROCTER AND GAMBLE CO | 56,124 | +672 | $8,224 |
PG | 56,124 | +672 | $8,224 |
VANGUARD INDEX FDS (VB) | 37,644 | +7,827 | $8,031 |
VB | 37,644 | +7,827 | $8,031 |
BLACKROCK INC | 9,813 | -71 | $7,967 |
BLK | 9,813 | -71 | $7,967 |
STRYKER CORPORATION | 26,495 | +251 | $7,934 |
SYK | 26,495 | +251 | $7,934 |
HONEYWELL INTL INC | 36,726 | +110 | $7,702 |
HON | 36,726 | +110 | $7,702 |
ABBOTT LABS | 69,171 | +550 | $7,614 |
ABT | 69,171 | +550 | $7,614 |
VANGUARD INDEX FDS (VO) | 32,676 | +1,598 | $7,602 |
VO | 32,676 | +1,598 | $7,602 |
ECOLAB INC | 37,604 | -224 | $7,459 |
ECL | 37,604 | -224 | $7,459 |
MONDELEZ INTL INC | 102,923 | +1,585 | $7,455 |
MDLZ | 102,923 | +1,585 | $7,455 |
See Full List: All Stocks Held By Sand Hill Global Advisors LLC
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See Details: Top 10 Stocks Held By Sand Hill Global Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $2,077,590 At 09/30/2023: $1,813,791 Sand Hill Global Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sand Hill Global Advisors LLC 13F filings. Link to 13F filings: SEC filings |