Sand Hill Global Advisors, LLC

Q4 2024 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    188

  • Value ($000)

    $2,362,732

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001009209
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$262.37M
11 %

486,952

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$218.03M
9 %

372,011

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$206.39M
9 %

2,729,642

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$140.93M
6 %

3,199,964

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$140.07M
6 %

633,928

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$137.05M
6 %

2,199,537

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$114.69M
5 %

1,663,681

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$74.49M
3 %

836,245

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$72.60M
3 %

414,311

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$63.98M
3 %

660,319

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