0001580642-20-003000.txt : 20200813 0001580642-20-003000.hdr.sgml : 20200813 20200813133410 ACCESSION NUMBER: 0001580642-20-003000 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201098568 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 06-30-2020 06-30-2020 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 08-12-2020 0 126 1251594 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 6596 72143 SH SOLE 69710 0 2433 ABBVIE INC COM 00287Y109 653 6653 SH SOLE 6653 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1655 7706 SH SOLE 7706 0 0 ADOBE INC COM 00724F101 299 686 SH SOLE 686 0 0 AFLAC INC COM 001055102 301 8368 SH SOLE 8368 0 0 ALPHABET INC CAP STK CL A 02079K305 10634 7499 SH SOLE 7374 0 125 ALPHABET INC CAP STK CL C 02079K107 1152 815 SH SOLE 815 0 0 AMAZON COM INC COM 023135106 16993 6159 SH SOLE 5999 0 160 APPLE INC COM 037833100 19243 52750 SH SOLE 51649 0 1101 AT&T INC COM 00206R102 5420 179308 SH SOLE 172536 0 6772 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 401 2249 SH SOLE 2249 0 0 BLACKROCK INC COM 09247X101 4973 9140 SH SOLE 8810 0 330 BOEING CO COM 097023105 208 1133 SH SOLE 1133 0 0 BOOKING HOLDINGS INC COM 09857L108 4181 2626 SH SOLE 2549 0 77 BRISTOL-MYERS SQUIBB CO COM 110122108 227 3869 SH SOLE 3169 0 700 BROWN FORMAN CORP CL B 115637209 858 13484 SH SOLE 13484 0 0 CHEVRON CORP NEW COM 166764100 4239 47505 SH SOLE 45711 0 1794 CHUBB LIMITED COM H1467J104 4349 34344 SH SOLE 33306 0 1038 CISCO SYS INC COM 17275R102 1269 27201 SH SOLE 26141 0 1060 CLOROX CO DEL COM 189054109 228 1041 SH SOLE 1041 0 0 CME GROUP INC COM 12572Q105 6251 38456 SH SOLE 36856 0 1600 COLGATE PALMOLIVE CO COM 194162103 713 9738 SH SOLE 9738 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2298 13134 SH SOLE 12673 0 461 COSTCO WHSL CORP NEW COM 22160K105 1274 4202 SH SOLE 4202 0 0 CVS HEALTH CORP COM 126650100 4114 63325 SH SOLE 61149 0 2176 DAILY JOURNAL CORP COM 233912104 436 1613 SH SOLE 1613 0 0 DANAHER CORPORATION COM 235851102 6926 39168 SH SOLE 38064 0 1104 DISNEY WALT CO COM DISNEY 254687106 6382 57235 SH SOLE 55925 0 1310 DOLLAR GEN CORP NEW COM 256677105 1616 8484 SH SOLE 8484 0 0 ECOLAB INC COM 278865100 6758 33970 SH SOLE 33231 0 739 EXXON MOBIL CORP COM 30231G102 275 6153 SH SOLE 5668 0 485 FACEBOOK INC CL A 30303M102 8490 37390 SH SOLE 36743 0 647 FIDELITY NATL INFORMATION SV COM 31620M106 4577 34135 SH SOLE 33268 0 867 FISERV INC COM 337738108 783 8021 SH SOLE 8021 0 0 FIVE9 INC COM 338307101 583 5268 SH SOLE 5268 0 0 GENERAL ELECTRIC CO COM 369604103 2091 306151 SH SOLE 295927 0 10224 GILEAD SCIENCES INC COM 375558103 3267 42462 SH SOLE 40780 0 1682 HARPOON THERAPEUTICS INC COM 41358P106 382 23042 SH SOLE 23042 0 0 HERSHEY CO COM 427866108 3138 24207 SH SOLE 23344 0 863 HEWLETT PACKARD ENTERPRISE C COM 42824C109 99 10195 SH SOLE 10195 0 0 HOLOGIC INC COM 436440101 226 3964 SH SOLE 3964 0 0 HOME DEPOT INC COM 437076102 1332 5316 SH SOLE 5316 0 0 HONEYWELL INTL INC COM 438516106 4903 33907 SH SOLE 33081 0 826 INTEL CORP COM 458140100 6948 116127 SH SOLE 112202 0 3925 INTERNATIONAL BUSINESS MACHS COM 459200101 349 2887 SH SOLE 2887 0 0 INTUIT COM 461202103 422 1426 SH SOLE 1426 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 864 3491 SH SOLE 3491 0 0 ISHARES INC ESG MSCI EM ETF 46434G863 1658 51674 SH SOLE 51674 0 0 ISHARES TR CORE S&P MCP ETF 464287507 55667 313055 SH SOLE 304828 0 8227 ISHARES TR CORE S&P500 ETF 464287200 22920 74008 SH SOLE 74008 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 223 1073 SH SOLE 1073 0 0 ISHARES TR RUS 1000 ETF 464287622 1887 10992 SH SOLE 10992 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 331 2935 SH SOLE 2935 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 602 3136 SH SOLE 3136 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 61529 429729 SH SOLE 413614 0 16115 ISHARES TR RUSSELL 3000 ETF 464287689 3310 18381 SH SOLE 18381 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1451 7014 SH SOLE 7014 0 0 ISHARES TR MSCI EAFE ETF 464287465 102895 1690398 SH SOLE 1639167 0 51232 ISHARES TR MSCI EMG MKT ETF 464287234 1111 27779 SH SOLE 27779 0 0 ISHARES TR S&P 100 ETF 464287101 29956 210335 SH SOLE 204301 0 6034 ISHARES TR CORE US AGGBD ET 464287226 23749 200902 SH SOLE 200726 0 176 ISHARES TR NATIONAL MUN ETF 464288414 2811 24356 SH SOLE 16401 0 7955 ISHARES TR MSCI ACWI EX US 464288240 2638 61007 SH SOLE 61007 0 0 ISHARES TR ULTR SH TRM BD 46434V878 25164 497697 SH SOLE 497682 0 15 ISHARES TR ESG MSCI EAFE 46435G516 2615 43159 SH SOLE 43159 0 0 ISHARES TR ESG MSCI USA SML 46435U663 1499 59808 SH SOLE 59808 0 0 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 12131 242562 SH SOLE 242562 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 8983 177080 SH SOLE 177080 0 0 JOHNSON & JOHNSON COM 478160104 7331 52131 SH SOLE 50992 0 1139 JPMORGAN CHASE & CO COM 46625H100 7301 77621 SH SOLE 75093 0 2528 KEYSIGHT TECHNOLOGIES INC COM 49338L103 2767 27454 SH SOLE 26544 0 910 MCDONALDS CORP COM 580135101 297 1609 SH SOLE 1609 0 0 MERCK & CO. 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