Sand Hill Global Advisors, LLC

Q1 2025 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    194

  • Value ($000)

    $2,427,702

  • Date Filed
    05/13/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$258.02M
11 %

502,081

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$230.96M
10 %

2,825,948

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$204.76M
8 %

366,050

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$147.43M
6 %

3,257,475

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$131.50M
5 %

2,253,629

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$128.46M
5 %

643,941

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$112.43M
5 %

1,709,685

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$76.45M
3 %

844,384

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$73.29M
3 %

423,086

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$63.88M
3 %

1,075,390

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 194