0001580642-23-000794.txt : 20230210
0001580642-23-000794.hdr.sgml : 20230210
20230210092234
ACCESSION NUMBER: 0001580642-23-000794
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230210
DATE AS OF CHANGE: 20230210
EFFECTIVENESS DATE: 20230210
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: 23608864
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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12-31-2022
12-31-2022
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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
02-06-2023
0
160
1771633571
INFORMATION TABLE
2
infotable.xml
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COM
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COM
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ALPHABET INC
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03027X100
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APPLE INC
COM
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ARISTA NETWORKS INC
COM
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ATRECA INC
CL A COM
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COM
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COM
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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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EXXON MOBIL CORP
COM
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COM SHS
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FISERV INC
COM
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FIVE9 INC
COM
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HERCULES CAPITAL INC
COM
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COM
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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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COM
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INVESCO QQQ TR
UNIT SER 1
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GL CLEAN ENE ETF
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RUS 1000 VAL ETF
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ULTRA SHRT INC
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COM
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SHS
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COM
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COM
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COM
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CL A
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SOLE
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NIKE INC
CL B
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NUSHARES ETF TR
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COM
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ORACLE CORP
COM
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CL A
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PARKER-HANNIFIN CORP
COM
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COM
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COM
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ACTIVE BD ETF
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PIMCO ETF TR
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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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SCHWAB CHARLES CORP
COM
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INTL SCEQT ETF
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SOLE
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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SH
SOLE
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0
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SH
SOLE
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0
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SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2528129
55994
SH
SOLE
55994
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0
SELECT SECTOR SPDR TR
TECHNOLOGY
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1083713
8709
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SOLE
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SH
SOLE
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0
SOUNDHOUND AI INC
CLASS A COM
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SH
SOLE
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0
SPDR GOLD TR
GOLD SHS
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TR UNIT
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UTSER1 S&PDCRP
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149
SPDR SER TR
S&P 600 SML CAP
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495809
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SOLE
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STARBUCKS CORP
COM
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SOLE
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0
STRYKER CORPORATION
COM
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SOLE
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686
SYSCO CORP
COM
871829107
4121440
53910
SH
SOLE
52834
0
1076
TESLA INC
COM
88160R101
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20517
SH
SOLE
20175
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342
TEXAS INSTRS INC
COM
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SH
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1552
0
0
TJX COS INC NEW
COM
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SH
SOLE
104759
0
2783
UBER TECHNOLOGIES INC
COM
90353T100
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SH
SOLE
12263
0
0
UNION PAC CORP
COM
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SH
SOLE
2798
0
0
UNITED PARCEL SERVICE INC
CL B
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41470
SH
SOLE
40223
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1247
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COM
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SOLE
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3633
VANGUARD INDEX FDS
LARGE CAP ETF
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642798
3690
SH
SOLE
3690
0
0
VANGUARD INDEX FDS
SMALL CP ETF
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35552
SH
SOLE
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0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1665455
7815
SH
SOLE
7815
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
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SH
SOLE
45698
0
509
VANGUARD INDEX FDS
VALUE ETF
922908744
3257567
23207
SH
SOLE
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0
509
VANGUARD INDEX FDS
MID CAP ETF
922908629
6558810
32181
SH
SOLE
32181
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
37937784
459963
SH
SOLE
449279
0
10684
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
126169811
359110
SH
SOLE
356973
0
2137
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4252107
22240
SH
SOLE
22240
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0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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2329510
SH
SOLE
2272715
0
56795
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
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19864
SH
SOLE
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0
0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
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SH
SOLE
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14873
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
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255649
SH
SOLE
250599
0
5050
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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1076226
7087
SH
SOLE
7087
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
14873726
354389
SH
SOLE
305994
0
48395
VERIZON COMMUNICATIONS INC
COM
92343V104
248816
6315
SH
SOLE
5469
0
846
VISA INC
COM CL A
92826C839
13811210
66477
SH
SOLE
64735
0
1742
WASTE MGMT INC DEL
COM
94106L109
11228593
71574
SH
SOLE
69492
0
2082
WELLS FARGO CO NEW
COM
949746101
277386
6718
SH
SOLE
6718
0
0
ZOETIS INC
CL A
98978V103
3032200
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SH
SOLE
20254
0
437