0001580642-23-006172.txt : 20231113
0001580642-23-006172.hdr.sgml : 20231113
20231113134615
ACCESSION NUMBER: 0001580642-23-006172
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
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: 231397458
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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0001009209
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09-30-2023
09-30-2023
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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
11-13-2023
0
153
1814647239
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
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ABBVIE INC
COM
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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8123
SH
SOLE
8123
0
0
ADOBE INC
COM
00724F101
10572777
20735
SH
SOLE
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608
AFLAC INC
COM
001055102
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7864
SH
SOLE
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0
ALBEMARLE CORP
COM
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SH
SOLE
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ALPHABET INC
CAP STK CL A
02079K305
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5745
ALPHABET INC
CAP STK CL C
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0
AMAZON COM INC
COM
023135106
14589412
114769
SH
SOLE
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3009
AMERICAN TOWER CORP NEW
COM
03027X100
2574596
15656
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SOLE
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APPLE INC
COM
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ARISTA NETWORKS INC
COM
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AUTODESK INC
COM
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COM
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CL B NEW
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COM
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SOLE
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260
BOEING CO
COM
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BOOKING HOLDINGS INC
COM
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BRISTOL-MYERS SQUIBB CO
COM
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BRUKER CORP
COM
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CHENIERE ENERGY INC
COM NEW
16411R208
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SH
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755
CHEVRON CORP NEW
COM
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10381938
61570
SH
SOLE
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CISCO SYS INC
COM
17275R102
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CME GROUP INC
COM
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SOLE
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COCA COLA CO
COM
191216100
359168
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SH
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800
CONSTELLATION BRANDS INC
CL A
21036P108
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348
COSTCO WHSL CORP NEW
COM
22160K105
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CVS HEALTH CORP
COM
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DANAHER CORPORATION
COM
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SH
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DIMENSIONAL ETF TRUST
US EQUITY ETF
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DIMENSIONAL ETF TRUST
US TARGETED VLU
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DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
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SH
SOLE
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0
0
DISNEY WALT CO
COM
254687106
5000305
61694
SH
SOLE
60071
0
1623
DOLLAR GEN CORP NEW
COM
256677105
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8433
SH
SOLE
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0
DOORDASH INC
CL A
25809K105
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SH
SOLE
49416
0
0
ECOLAB INC
COM
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SH
SOLE
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0
767
ENPHASE ENERGY INC
COM
29355A107
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SH
SOLE
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539
EXPENSIFY INC
COM CL A
30219Q106
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SH
SOLE
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0
EXXON MOBIL CORP
COM
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333
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
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SH
SOLE
3049
0
0
FIVE9 INC
COM
338307101
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SH
SOLE
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0
HERCULES CAPITAL INC
COM
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SH
SOLE
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0
HERSHEY CO
COM
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SH
SOLE
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HOME DEPOT INC
COM
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SH
SOLE
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0
HONEYWELL INTL INC
COM
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SH
SOLE
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INTERNATIONAL BUSINESS MACHS
COM
459200101
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SH
SOLE
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INTUIT
COM
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SH
SOLE
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INVESCO QQQ TR
UNIT SER 1
46090E103
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SH
SOLE
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0
ISHARES INC
ESG AWR MSCI EM
46434G863
4357937
143921
SH
SOLE
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4352
ISHARES TR
MSCI EAFE ETF
464287465
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SH
SOLE
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210908
ISHARES TR
RUSSELL 2000 ETF
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ISHARES TR
CORE S&P MCP ETF
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ISHARES TR
CORE US AGGBD ET
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SH
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
20 YR TR BD ETF
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US TREAS BD ETF
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ISHARES TR
ESG AWR MSCI USA
46435G425
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ISHARES TR
MSCI EMG MKT ETF
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SOLE
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BLACKROCK ULTRA
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ESG AW MSCI EAFE
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NATIONAL MUN ETF
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0
ISHARES TR
MSCI ACWI EX US
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MSCI ACWI ETF
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RUS 1000 ETF
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RUSSELL 3000 ETF
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GL CLEAN ENE ETF
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SH
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ISHARES TR
SHRT NAT MUN ETF
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SH
SOLE
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ISHARES TR
RUS 2000 GRW ETF
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SH
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163
ISHARES TR
S&P 100 ETF
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SH
SOLE
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0
ISHARES TR
U.S. REAL ES ETF
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ISHARES TR
RUS 1000 GRW ETF
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SH
SOLE
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0
ISHARES TR
RUS 1000 VAL ETF
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SH
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0
ISHARES TR
ESG AWR US AGRGT
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JPMORGAN USD EMG
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MSCI INTL VLU FT
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MSCI USA ESG SLC
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ISHARES TR
RUS 2000 VAL ETF
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SOLE
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0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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SH
SOLE
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182
JACOBS SOLUTIONS INC
COM
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JOHNSON & JOHNSON
COM
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COM
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KEYSIGHT TECHNOLOGIES INC
COM
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SH
SOLE
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LINDE PLC
SHS
G54950103
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SH
SOLE
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LOWES COS INC
COM
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MASTERCARD INCORPORATED
CL A
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SOLE
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MCDONALDS CORP
COM
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MERCK & CO INC
COM
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SOLE
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META PLATFORMS INC
CL A
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SOLE
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META PLATFORMS INC
CL A
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OTR
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MICROSOFT CORP
COM
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SH
SOLE
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MONDELEZ INTL INC
CL A
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SH
SOLE
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ORD SHS CL A
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NUVEEN ESG SMLCP
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NUVEEN ESG INTL
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NUSHARES ETF TR
NUVEEN ESG US
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SH
SOLE
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0
NVIDIA CORPORATION
COM
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SH
SOLE
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ORACLE CORP
COM
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5722
SH
SOLE
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0
PALO ALTO NETWORKS INC
COM
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SH
SOLE
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0
615
PARKER-HANNIFIN CORP
COM
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7735283
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SH
SOLE
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521
PEPSICO INC
COM
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SH
SOLE
3228
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0
PFIZER INC
COM
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7572
SH
SOLE
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PIMCO ETF TR
INTER MUN BD ACT
72201R866
876125
17498
SH
SOLE
17498
0
0
PROCTER AND GAMBLE CO
COM
742718109
8088275
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SH
SOLE
53724
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1728
PROGRESSIVE CORP
COM
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SH
SOLE
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0
ROPER TECHNOLOGIES INC
COM
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413
SH
SOLE
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0
0
RTX CORPORATION
COM
75513E101
325448
4522
SH
SOLE
4468
0
54
SALESFORCE INC
COM
79466L302
7963982
39274
SH
SOLE
38198
0
1076
SCHWAB CHARLES CORP
COM
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SH
SOLE
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0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
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SH
SOLE
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0
SCHWAB STRATEGIC TR
INTL EQTY ETF
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SH
SOLE
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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SCHWAB STRATEGIC TR
INTL SCEQT ETF
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SH
SOLE
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0
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SBI HEALTHCARE
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SOLE
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0
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CL A
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6801
SH
SOLE
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0
0
SOUNDHOUND AI INC
CLASS A COM
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97636
48575
SH
SOLE
48575
0
0
SPDR GOLD TR
GOLD SHS
78463V107
501663
2926
SH
SOLE
2657
0
269
SPDR S&P 500 ETF TR
TR UNIT
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304519897
712361
SH
SOLE
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0
26753
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
5428757
11888
SH
SOLE
11739
0
149
SPDR SER TR
PORTFOLIO S&P600
78468R853
494681
13406
SH
SOLE
13406
0
0
STARBUCKS CORP
COM
855244109
309885
3395
SH
SOLE
3395
0
0
STRYKER CORPORATION
COM
863667101
7171726
26244
SH
SOLE
25437
0
808
SYNOPSYS INC
COM
871607107
241418
526
SH
SOLE
526
0
0
TARGET CORP
COM
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223904
2025
SH
SOLE
2025
0
0
TESLA INC
COM
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5943726
23754
SH
SOLE
23232
0
522
TEXAS INSTRS INC
COM
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SH
SOLE
1463
0
0
TJX COS INC NEW
COM
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98603
SH
SOLE
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0
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TURTLE BEACH CORP
COM NEW
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190230
20962
SH
SOLE
20962
0
0
UBER TECHNOLOGIES INC
COM
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515272
11204
SH
SOLE
11204
0
0
UNION PAC CORP
COM
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2505
SH
SOLE
2505
0
0
UNITED PARCEL SERVICE INC
CL B
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6278486
40280
SH
SOLE
38988
0
1292
UNITEDHEALTH GROUP INC
COM
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2919
SH
SOLE
2919
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
17452112
241351
SH
SOLE
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0
46812
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
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434551
SH
SOLE
369130
0
65421
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
67584211
893262
SH
SOLE
868526
0
24736
VANGUARD INDEX FDS
MID CAP ETF
922908629
6471683
31078
SH
SOLE
31078
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5637500
29817
SH
SOLE
29817
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4728227
22260
SH
SOLE
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0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1822886
8511
SH
SOLE
8511
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
722096
3690
SH
SOLE
3690
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
115796570
2953241
SH
SOLE
2700345
0
252896
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1017262
19612
SH
SOLE
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0
0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
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SH
SOLE
559557
0
98821
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
14982615
260115
SH
SOLE
229548
0
30567
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1065617
6858
SH
SOLE
6858
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
14660040
335317
SH
SOLE
287019
0
48298
VERALTO CORP
COM SHS
92338C103
855630
10119
SH
SOLE
9778
0
341
VISA INC
COM CL A
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14454926
62845
SH
SOLE
61060
0
1785
WASTE MGMT INC DEL
COM
94106L109
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60285
SH
SOLE
58746
0
1539
WELLS FARGO CO NEW
COM
949746101
274497
6718
SH
SOLE
6718
0
0
ZOETIS INC
CL A
98978V103
3981231
22883
SH
SOLE
22237
0
646