SAND HILL GLOBAL ADVISORS, LLC

PrivateCIK: 1009209

Location

PALO ALTO, CA

204

Positions

$2.97B

Total AUM (reported)

25.59M

Total Shares

Allocation by class

COM$418.17M14.1%

S&P 500 ETF SHS$314.29M10.6%

MSCI EAFE ETF$293.37M9.9%

TR UNIT$216.06M7.3%

FTSE EMR MKT ETF$174.48M5.9%

CORE S&P MCP ETF$158.64M5.3%

REAL ESTATE ETF$154.46M5.2%

Portfolio Concentration

Top 3$823.73M27.7%

4–10$961.79M32.4%

11–25$614.79M20.7%

Rest$571.80M19.2%

Top 3 weight

27.7%

Top 10 weight

60.1%

Voting Authority Distribution

Total shares with voting rights: 25.59M

Sole

Full voting authority

24.42M

% of voting shares95.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.17M

% of voting shares4.6%

Investment Discretion (by position count)

Sole204

Shared0

Other0

Dominant voting typeSole · 95.4% of voting shares

Institutional Holdings204

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares525.97K

TypeSH

Market value$314.29M

10.57%

Sole

478.04K

Shared

0.00

None

47.93K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares3.02M

TypeSH

Market value$293.37M

9.87%

Sole

2.84M

Shared

0.00

None

179.70K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares332.23K

TypeSH

Market value$216.06M

7.27%

Sole

321.26K

Shared

0.00

None

10.97K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares3.23M

TypeSH

Market value$174.48M

5.87%

Sole

3.04M

Shared

0.00

None

188.68K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares2.35M

TypeSH

Market value$158.64M

5.34%

Sole

2.20M

Shared

0.00

None

146.62K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares1.74M

TypeSH

Market value$154.46M

5.20%

Sole

1.71M

Shared

0.00

None

35.17K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.84M

TypeSH

Market value$141.09M

4.75%

Sole

1.81M

Shared

0.00

None

32.39K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares563.87K

TypeSH

Market value$139.84M

4.71%

Sole

532.12K

Shared

0.00

None

31.75K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares1.07M

TypeSH

Market value$98.29M

3.31%

Sole

988.46K

Shared

0.00

None

76.63K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares314.29K

TypeSH

Market value$94.99M

3.20%

Sole

294.41K

Shared

0.00

None

19.87K

ISHARES TR

SOLE

MSCI ACWI EX US

Shares1.29M

TypeSH

Market value$88.38M

2.97%

Sole

1.22M

Shared

0.00

None

68.67K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares1.27M

TypeSH

Market value$75.70M

2.55%

Sole

1.20M

Shared

0.00

None

72.79K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares124.41K

TypeSH

Market value$71.81M

2.42%

Sole

117.31K

Shared

0.00

None

7.11K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares660.81K

TypeSH

Market value$65.60M

2.21%

Sole

586.24K

Shared

0.00

None

74.58K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares72.84K

TypeSH

Market value$47.58M

1.60%

Sole

39.22K

Shared

0.00

None

33.63K

APPLE INC

SOLE

COM

Shares164.13K

TypeSH

Market value$41.65M

1.40%

Sole

161.85K

Shared

0.00

None

2.28K

NVIDIA CORPORATION

SOLE

COM

Shares208.63K

TypeSH

Market value$36.38M

1.22%

Sole

204.22K

Shared

0.00

None

4.41K

ALPHABET INC

SOLE

CAP STK CL A

Shares101.28K

TypeSH

Market value$29.12M

0.98%

Sole

97.84K

Shared

0.00

None

3.44K

MICROSOFT CORP

SOLE

COM

Shares76.14K

TypeSH

Market value$28.18M

0.95%

Sole

74.30K

Shared

0.00

None

1.84K

AMAZON COM INC

SOLE

COM

Shares127.50K

TypeSH

Market value$26.55M

0.89%

Sole

125.59K

Shared

0.00

None

1.90K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares157.31K

TypeSH

Market value$22.25M

0.75%

Sole

154.48K

Shared

0.00

None

2.83K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares472.40K

TypeSH

Market value$22.21M

0.75%

Sole

456.79K

Shared

0.00

None

15.62K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares321.90K

TypeSH

Market value$20.63M

0.69%

Sole

300.13K

Shared

0.00

None

21.77K

META PLATFORMS INC

SOLE

CL A

Shares33.94K

TypeSH

Market value$19.42M

0.65%

Sole

33.58K

Shared

0.00

None

362.00

JPMORGAN CHASE & CO

SOLE

COM

Shares65.67K

TypeSH

Market value$19.32M

0.65%

Sole

64.10K

Shared

0.00

None

1.57K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	525.97K	SH	$314.29M 10.57%	478.04K	47.93K
ISHARES TRSOLE	MSCI EAFE ETF	3.02M	SH	$293.37M 9.87%	2.84M	179.70K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	332.23K	SH	$216.06M 7.27%	321.26K	10.97K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	3.23M	SH	$174.48M 5.87%	3.04M	188.68K
ISHARES TRSOLE	CORE S&P MCP ETF	2.35M	SH	$158.64M 5.34%	2.20M	146.62K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	1.74M	SH	$154.46M 5.20%	1.71M	35.17K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.84M	SH	$141.09M 4.75%	1.81M	32.39K
ISHARES TRSOLE	RUSSELL 2000 ETF	563.87K	SH	$139.84M 4.71%	532.12K	31.75K
PIMCO ETF TRSOLE	ACTIVE BD ETF	1.07M	SH	$98.29M 3.31%	988.46K	76.63K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	314.29K	SH	$94.99M 3.20%	294.41K	19.87K
ISHARES TRSOLE	MSCI ACWI EX US	1.29M	SH	$88.38M 2.97%	1.22M	68.67K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	1.27M	SH	$75.70M 2.55%	1.20M	72.79K
INVESCO QQQ TRSOLE	UNIT SER 1	124.41K	SH	$71.81M 2.42%	117.31K	7.11K
ISHARES TRSOLE	CORE US AGGBD ET	660.81K	SH	$65.60M 2.21%	586.24K	74.58K
ISHARES TRSOLE	CORE S&P500 ETF	72.84K	SH	$47.58M 1.60%	39.22K	33.63K
APPLE INCSOLE	COM	164.13K	SH	$41.65M 1.40%	161.85K	2.28K
NVIDIA CORPORATIONSOLE	COM	208.63K	SH	$36.38M 1.22%	204.22K	4.41K
ALPHABET INCSOLE	CAP STK CL A	101.28K	SH	$29.12M 0.98%	97.84K	3.44K
MICROSOFT CORPSOLE	COM	76.14K	SH	$28.18M 0.95%	74.30K	1.84K
AMAZON COM INCSOLE	COM	127.50K	SH	$26.55M 0.89%	125.59K	1.90K
ISHARES TRSOLE	ESG AWR MSCI USA	157.31K	SH	$22.25M 0.75%	154.48K	2.83K
ISHARES TRSOLE	ESG AWARE MSCI	472.40K	SH	$22.21M 0.75%	456.79K	15.62K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	321.90K	SH	$20.63M 0.69%	300.13K	21.77K
META PLATFORMS INCSOLE	CL A	33.94K	SH	$19.42M 0.65%	33.58K	362.00
JPMORGAN CHASE & COSOLE	COM	65.67K	SH	$19.32M 0.65%	64.10K	1.57K

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