0001580642-22-000807.txt : 20220211
0001580642-22-000807.hdr.sgml : 20220211
20220211150846
ACCESSION NUMBER: 0001580642-22-000807
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220211
DATE AS OF CHANGE: 20220211
EFFECTIVENESS DATE: 20220211
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: 22619965
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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false
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0001009209
XXXXXXXX
12-31-2021
12-31-2021
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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
02-11-2022
0
177
1783494
INFORMATION TABLE
2
infotable.xml
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ACCENTURE PLC IRELAND
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ADOBE SYSTEMS INCORPORATED
COM
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766
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AFFIRM HLDGS INC
COM CL A
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51840
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AFLAC INC
COM
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ALPHABET INC
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ALPHABET INC
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735
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ALTRIA GROUP INC
COM
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4748
SH
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AMAZON COM INC
COM
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COM
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APPLE INC
COM
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COM
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COM
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COM
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COM
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COM
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COM
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CHUBB LIMITED
COM
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CISCO SYS INC
COM
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CME GROUP INC
COM
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COINBASE GLOBAL INC
COM CL A
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COMCAST CORP NEW
CL A
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4809
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CONSTELLATION BRANDS INC
CL A
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COSTCO WHSL CORP NEW
COM
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COM
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CVS HEALTH CORP
COM
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DAILY JOURNAL CORP
COM
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DANAHER CORPORATION
COM
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US TARGETED VLU
25434V609
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DISNEY WALT CO
COM
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DOLLAR GEN CORP NEW
COM
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ECOLAB INC
COM
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ETSY INC
COM
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EXXON MOBIL CORP
COM
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FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
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1102
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0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
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SH
SOLE
3599
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0
FISERV INC
COM
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SH
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FIVE9 INC
COM
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GENERAL ELECTRIC CO
COM NEW
369604301
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SH
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HERSHEY CO
COM
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SH
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HOLOGIC INC
COM
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SH
SOLE
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0
HOME DEPOT INC
COM
437076102
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SH
SOLE
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HONEYWELL INTL INC
COM
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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SOLE
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INTUIT
COM
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SH
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
200
1231
SH
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INVESCO QQQ TR
UNIT SER 1
46090E103
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SOLE
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RUSSELL 3000 ETF
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SH
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ISHARES TR
MSCI ACWI EX US
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SH
SOLE
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MSCI EMG MKT ETF
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RUS 1000 ETF
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OTR
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0
ISHARES TR
MSCI ACWI EX US
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SH
OTR
38550
0
0
ISHARES TR
RUS 2000 GRW ETF
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SOLE
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0
163
ISHARES TR
S&P 100 ETF
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SOLE
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0
ISHARES TR
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OTR
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0
ISHARES TR
CORE S&P MCP ETF
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OTR
4054
0
0
ISHARES TR
NATIONAL MUN ETF
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8435
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SOLE
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1744
ISHARES TR
RUS 1000 GRW ETF
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2631
SH
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0
ISHARES TR
RUS 1000 VAL ETF
464287598
544
3239
SH
SOLE
3239
0
0
ISHARES TR
MSCI INTL VLU FT
46435G409
445
17492
SH
SOLE
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0
57
ISHARES TR
MSCI USA ESG SLC
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2701
SH
SOLE
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0
0
ISHARES TR
RUS 2000 VAL ETF
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1436
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0
0
ISHARES TR
S&P 500 GRWT ETF
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231
2761
SH
SOLE
2761
0
0
ISHARES TR
MBS ETF
464288588
221
2060
SH
SOLE
2060
0
0
ISHARES TR
ESG AWR MSCI USA
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1000
SH
OTR
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0
1000
ISHARES TR
ESG AW MSCI EAFE
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OTR
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0
1342
ISHARES TR
ESG AWARE MSCI
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OTR
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0
2581
ISHARES TR
GL CLEAN ENE ETF
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2425
SH
OTR
0
0
2425
ISHARES TR
MSCI ACWI ETF
464288257
36
336
SH
SOLE
336
0
0
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
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SH
SOLE
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J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
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255775
SH
SOLE
255775
0
0
JACOBS ENGR GROUP INC
COM
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284
2042
SH
SOLE
2042
0
0
JOHNSON & JOHNSON
COM
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53639
SH
SOLE
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0
1328
JPMORGAN CHASE & CO
COM
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SH
SOLE
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0
2753
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
5567
26956
SH
SOLE
26088
0
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LOWES COS INC
COM
548661107
351
1358
SH
SOLE
1358
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
208
579
SH
SOLE
579
0
0
MCDONALDS CORP
COM
580135101
357
1332
SH
SOLE
1332
0
0
MERCK & CO INC
COM
58933Y105
2803
36579
SH
SOLE
35383
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1196
META PLATFORMS INC
CL A
30303M102
9157
27225
SH
SOLE
26467
0
758
MICROSOFT CORP
COM
594918104
20585
61208
SH
SOLE
58662
0
2546
MONDELEZ INTL INC
CL A
609207105
7013
105767
SH
SOLE
101633
0
4134
MOODYS CORP
COM
615369105
314
803
SH
SOLE
803
0
0
NEW YORK TIMES CO
CL A
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235
4865
SH
SOLE
4865
0
0
NIKE INC
CL B
654106103
232
1392
SH
SOLE
1392
0
0
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
2469
63530
SH
SOLE
62757
0
773
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
28
715
SH
OTR
0
0
715
NVIDIA CORPORATION
COM
67066G104
11922
40536
SH
SOLE
39322
0
1214
OKTA INC
CL A
679295105
303
1350
SH
SOLE
1350
0
0
ORACLE CORP
COM
68389X105
736
8444
SH
SOLE
8444
0
0
PARKER-HANNIFIN CORP
COM
701094104
8093
25441
SH
SOLE
24561
0
880
PAYPAL HLDGS INC
COM
70450Y103
4709
24970
SH
SOLE
24397
0
573
PEPSICO INC
COM
713448108
332
1911
SH
SOLE
1911
0
0
PFIZER INC
COM
717081103
432
7308
SH
SOLE
5308
0
2000
PHILIP MORRIS INTL INC
COM
718172109
226
2383
SH
SOLE
1683
0
700
POWERFLEET INC
COM
73931J109
506
106780
SH
SOLE
106780
0
0
PROCTER AND GAMBLE CO
COM
742718109
8841
54046
SH
SOLE
52029
0
2017
PROGRESSIVE CORP
COM
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898
8750
SH
SOLE
8750
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
258
3002
SH
SOLE
3002
0
0
REALTY INCOME CORP
COM
756109104
249
3482
SH
SOLE
3482
0
0
S&P GLOBAL INC
COM
78409V104
255
541
SH
SOLE
541
0
0
SALESFORCE COM INC
COM
79466L302
9946
39137
SH
SOLE
38110
0
1027
SCHWAB CHARLES CORP
COM
808513105
534
6348
SH
SOLE
6348
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
3339
29339
SH
OTR
29339
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2690
69195
SH
OTR
69195
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
912
30803
SH
OTR
30803
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
452
11040
SH
OTR
11040
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
398
9729
SH
SOLE
9729
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
47
414
SH
SOLE
414
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
10
248
SH
SOLE
248
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
3
95
SH
SOLE
95
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2161
15338
SH
SOLE
15338
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1595
9171
SH
SOLE
9171
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
286
5158
SH
SOLE
5158
0
0
SHERWIN WILLIAMS CO
COM
824348106
9190
26095
SH
SOLE
25179
0
916
SHOPIFY INC
CL A
82509L107
579
420
SH
SOLE
420
0
0
SNAP INC
CL A
83304A106
397
8433
SH
SOLE
8433
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1585
9271
SH
SOLE
8828
0
443
SPDR S&P 500 ETF TR
TR UNIT
78462F103
335093
705518
SH
SOLE
684102
0
21416
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5405
11379
SH
OTR
11379
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
5787
11179
SH
SOLE
11030
0
149
SPDR SER TR
S&P 600 SML CAP
78464A813
763
7676
SH
SOLE
7676
0
0
STRYKER CORPORATION
COM
863667101
7494
28022
SH
SOLE
26948
0
1074
SVB FINANCIAL GROUP
COM
78486Q101
233
344
SH
SOLE
344
0
0
SYNOPSYS INC
COM
871607107
214
580
SH
SOLE
580
0
0
SYSCO CORP
COM
871829107
277
3526
SH
SOLE
3526
0
0
TESLA INC
COM
88160R101
748
708
SH
SOLE
708
0
0
TJX COS INC NEW
COM
872540109
7916
104267
SH
SOLE
101259
0
3008
UBER TECHNOLOGIES INC
COM
90353T100
554
13214
SH
SOLE
13214
0
0
UNION PAC CORP
COM
907818108
599
2376
SH
SOLE
2376
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
8776
40945
SH
SOLE
39698
0
1247
UNITEDHEALTH GROUP INC
COM
91324P102
1312
2612
SH
SOLE
2612
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
28123
320962
SH
SOLE
317026
0
3936
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1307
14914
SH
OTR
14914
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
165011
377972
SH
SOLE
376346
0
1626
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
47276
407517
SH
SOLE
395790
0
11727
VANGUARD INDEX FDS
MID CAP ETF
922908629
7039
27629
SH
SOLE
27629
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6887
30471
SH
SOLE
30471
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5406
22391
SH
SOLE
22391
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3103
7108
SH
OTR
7108
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
2812
8762
SH
SOLE
8762
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
816
3690
SH
SOLE
3690
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
604
2144
SH
SOLE
2144
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
47
193
SH
OTR
0
0
193
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
115608
2337411
SH
SOLE
2276584
0
60827
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1397
22803
SH
SOLE
22803
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1395
28196
SH
OTR
28196
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
235
4359
SH
SOLE
4359
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1275
7422
SH
SOLE
7422
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3976
77870
SH
SOLE
77870
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
202
3884
SH
SOLE
3038
0
846
VISA INC
COM CL A
92826C839
14475
66796
SH
SOLE
64874
0
1922
WASTE MGMT INC DEL
COM
94106L109
12593
75451
SH
SOLE
73095
0
2356
WELLS FARGO CO NEW
COM
949746101
392
8165
SH
SOLE
8165
0
0