0001580642-22-004103.txt : 20220815
0001580642-22-004103.hdr.sgml : 20220815
20220815122547
ACCESSION NUMBER: 0001580642-22-004103
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220815
DATE AS OF CHANGE: 20220815
EFFECTIVENESS DATE: 20220815
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: 221164014
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
06-30-2022
06-30-2022
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
08-15-2022
0
154
1755587
INFORMATION TABLE
2
infotable.xml
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ACCENTURE PLC IRELAND
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COM
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752
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SOLE
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AFLAC INC
COM
001055102
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9072
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ALPHABET INC
CAP STK CL C
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859
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SOLE
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0
ALPHABET INC
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3280
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COM
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16234
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575
APPLE INC
COM
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ARISTA NETWORKS INC
COM
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3400
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ATRECA INC
CL A COM
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CL B NEW
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COM
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COM
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CHENIERE ENERGY INC
COM NEW
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CME GROUP INC
COM
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CONSTELLATION BRANDS INC
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COM
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DISNEY WALT CO
COM
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COM
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ECOLAB INC
COM
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EXPENSIFY INC
COM CL A
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SH
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EXXON MOBIL CORP
COM
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FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
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0
FISERV INC
COM
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FIVE9 INC
COM
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HERSHEY CO
COM
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HOLOGIC INC
COM
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HOME DEPOT INC
COM
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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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INTUIT
COM
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INVESCO QQQ TR
UNIT SER 1
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ISHARES INC
CORE MSCI EMKT
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ISHARES INC
ESG AWR MSCI EM
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ISHARES TR
ESG AW MSCI EAFE
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BLACKROCK ULTRA
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GL CLEAN ENE ETF
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INTRM GOV CR ETF
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NATIONAL MUN ETF
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MBS ETF
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MSCI AC ASIA ETF
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RUS 1000 GRW ETF
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RUSSELL 2000 ETF
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ULTRA SHRT INC
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COM
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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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SOLE
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MASTERCARD INCORPORATED
CL A
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COM
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COM
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COM
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MONDELEZ INTL INC
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SOLE
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MOODYS CORP
COM
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NUSHARES ETF TR
NUVEEN ESG LRGVL
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SOLE
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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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SOLE
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ACTIVE BD ETF
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INTER MUN BD ACT
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COM
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SOLE
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PROGRESSIVE CORP
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SALESFORCE INC
COM
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SCHWAB CHARLES CORP
COM
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SOLE
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EMRG MKTEQ ETF
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30898
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SOLE
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SOLE
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INTL EQTY ETF
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2616
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SCHWAB STRATEGIC TR
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55997
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SOLE
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TECHNOLOGY
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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1971
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COM
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CLASS A COM
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GOLD SHS
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TR UNIT
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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SH
SOLE
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149
SPDR SER TR
S&P 600 SML CAP
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608
7594
SH
SOLE
7594
0
0
STRYKER CORPORATION
COM
863667101
5620
28251
SH
SOLE
27324
0
927
SYSCO CORP
COM
871829107
4813
56817
SH
SOLE
54987
0
1830
TERRAN ORBITAL CORPORATION
COM
88105P103
183
40000
SH
SOLE
40000
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0
TESLA INC
COM
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6884
SH
SOLE
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202
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COM
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SOLE
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COM
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SOLE
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UBER TECHNOLOGIES INC
COM
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12291
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COM
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2340
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SOLE
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COM
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371675
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LARGE CAP ETF
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636
3690
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VANGUARD INDEX FDS
VALUE ETF
922908744
1225
9292
SH
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0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5908
29996
SH
SOLE
29996
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0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
35873
393732
SH
SOLE
383506
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10226
VANGUARD INDEX FDS
SMALL CP ETF
922908751
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53882
SH
SOLE
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0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1729
7757
SH
SOLE
7757
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
14885
75548
SH
SOLE
73703
0
1845
VANGUARD INDEX FDS
S&P 500 ETF SHS
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131528
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SH
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VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4198
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SH
SOLE
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FTSE EMR MKT ETF
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2524370
SH
SOLE
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0
58550
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1163
23288
SH
SOLE
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0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
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4494
SH
SOLE
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0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
56428
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SH
SOLE
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0
20146
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
443
7523
SH
SOLE
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0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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1171
8159
SH
SOLE
8159
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
21856
535683
SH
SOLE
523801
0
11882
VERIZON COMMUNICATIONS INC
COM
92343V104
228
4488
SH
SOLE
3642
0
846
VISA INC
COM CL A
92826C839
13731
69738
SH
SOLE
67950
0
1788
WASTE MGMT INC DEL
COM
94106L109
11589
75755
SH
SOLE
73399
0
2356
WELLS FARGO CO NEW
COM
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302
7711
SH
SOLE
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0
0
ZOETIS INC
CL A
98978V103
4220
24553
SH
SOLE
23693
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860