Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SAND HILL GLOBAL ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
713,318 |
$209,002k |
|
ISHARES (464287465)
|
1,377,972 |
$90,574k |
|
ISHARES TR (46434V878)
|
1,680,069 |
$84,659k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
456,967 |
$71,058k |
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
1,255,737 |
$68,940k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
999,073 |
$42,491k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
131,817 |
$35,479k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
388,267 |
$33,935k |
|
ISHA (464287101)
|
160,918 |
$20,853k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
57,203 |
$16,861k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
271,053 |
$13,658k |
|
VISA INC COM CL A (92826C839)
|
69,368 |
$12,039k |
|
Amazon.com Inc (023135106)
|
6,350 |
$12,025k |
|
MICROSOFT CORP (594918104)
|
78,977 |
$10,580k |
|
Apple Inc (037833100)
|
50,624 |
$10,019k |
|
Facebook Inc (30303M102)
|
45,659 |
$8,812k |
|
ISHARES U S ETF TR (46431W507)
|
172,651 |
$8,690k |
|
ALPHABET INC (02079K305)
|
7,128 |
$7,718k |
|
JPMORGAN CHASE & CO (46625H100)
|
68,857 |
$7,698k |
|
DISNEY WALT CO (254687106)
|
52,819 |
$7,376k |
|
CME GROUP INC (12572Q105)
|
37,997 |
$7,376k |
|
JOHNSON & JOHNSON (478160104)
|
48,442 |
$6,747k |
|
ECOLAB INC (278865100)
|
33,712 |
$6,656k |
|
salesforce.com Inc (79466L302)
|
41,906 |
$6,358k |
|
AT&T INC (00206R102)
|
189,610 |
$6,354k |
|
PROCTER & GAMBLE CO (742718109)
|
55,607 |
$6,097k |
|
INTEL CORP (458140100)
|
121,158 |
$5,800k |
|
ABBOTT LABS (002824100)
|
68,326 |
$5,746k |
|
PFIZER INC (717081103)
|
130,389 |
$5,648k |
|
Chevron Corp (166764100)
|
45,250 |
$5,631k |
|
DANAHER CORP (235851102)
|
39,045 |
$5,580k |
|
CHUBB LIMITED (H1467J104)
|
36,993 |
$5,449k |
|
MONDELEZ INTL INC (609207105)
|
94,324 |
$5,084k |
|
HONEYWELL INTL INC (438516106)
|
27,926 |
$4,876k |
|
SHERWIN WILLIAMS CO (824348106)
|
10,632 |
$4,873k |
|
Exxon Mobil Corp (30231G102)
|
62,416 |
$4,783k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
111,056 |
$4,632k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
39,810 |
$4,502k |
|
V F CORP (918204108)
|
51,427 |
$4,492k |
|
PARKER HANNIFIN CORP (701094104)
|
25,811 |
$4,388k |
|
WASTE MGMT INC DEL (94106L109)
|
36,605 |
$4,223k |
|
BlackRock, Inc. (09247X101)
|
8,843 |
$4,150k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
11,667 |
$4,137k |
|
SPDR SERIES TRUST (78464A649)
|
138,610 |
$4,043k |
|
UNITED PARCEL SERVIC (911312106)
|
39,100 |
$4,038k |
|
THE HERSHEY COMPANY (427866108)
|
29,490 |
$3,953k |
|
3M CO (88579Y101)
|
22,607 |
$3,919k |
|
Weyerhaeuser Co (962166104)
|
147,669 |
$3,890k |
|
Concho Resources Inc (20605P101)
|
35,412 |
$3,654k |
|
NOKIA CORP (654902204)
|
725,457 |
$3,635k |
|
PayPal Holdings Inc (70450Y103)
|
31,099 |
$3,560k |
|
Charles Schwab Corp/The (808513105)
|
88,533 |
$3,558k |
|
GENERAL ELECTRIC CO (369604103)
|
326,233 |
$3,425k |
|
GILEAD SCIENCES INC (375558103)
|
48,256 |
$3,260k |
|
SPDR SERIES TRUST (78464A813)
|
46,634 |
$3,154k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
15,021 |
$3,017k |
|
CONSTELLATION BRANDS (21036P108)
|
12,485 |
$2,459k |
|
ISHARES TR (464287861)
|
49,504 |
$2,182k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
18,739 |
$2,087k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
10,629 |
$2,065k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
11,380 |
$1,708k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
18,394 |
$1,704k |
|
COSTCO WHSL CORP (22160K105)
|
4,251 |
$1,123k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
6,787 |
$1,105k |
|
CISCO SYSTEMS INC (17275R102)
|
16,755 |
$917k |
|
ISHARES TR (46434V738)
|
18,640 |
$869k |
|
INTUITIVE SURGIC INC (46120E602)
|
1,617 |
$848k |
|
DAILY JOURNAL CORP (233912104)
|
3,213 |
$765k |
|
Alphabet Inc (02079K107)
|
689 |
$745k |
|
VANGUARD GROUP (921908844)
|
6,158 |
$709k |
|
WISDOMTREE TR (97717W406)
|
8,050 |
$690k |
|
Boeing Co/The (097023105)
|
1,794 |
$653k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,168 |
$592k |
|
INTL BUSINESS MCHN (459200101)
|
4,027 |
$555k |
|
SELECT SECTOR SPDR (81369Y803)
|
7,113 |
$555k |
|
WELLS FARGO CO NEW (949746101)
|
11,066 |
$524k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,298 |
$519k |
|
ORACLE CORP (68389X105)
|
8,482 |
$483k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,775 |
$480k |
|
Intuit Inc (461202103)
|
1,725 |
$451k |
|
UNION PAC CORP (907818108)
|
2,598 |
$439k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
5,021 |
$439k |
|
AFLAC INC (001055102)
|
8,000 |
$438k |
|
UNITED TECHNOLOGIES (913017109)
|
2,895 |
$377k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,380 |
$373k |
|
VERIZON COMMUNICATIONS (92343V104)
|
6,114 |
$349k |
|
HOME DEPOT INC (437076102)
|
1,675 |
$348k |
|
PEPSICO INC (713448108)
|
2,573 |
$337k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,545 |
$329k |
|
MERCK & CO INC (58933Y105)
|
3,845 |
$322k |
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
ABBVIE INC (00287Y109)
|
4,330 |
$315k |
|
MCDONALDS CORP (580135101)
|
1,450 |
$301k |
|
ISHARES (464287630)
|
2,418 |
$291k |
|
COCA-COLA CO (191216100)
|
5,600 |
$285k |
|
SYSCO CORP (871829107)
|
4,000 |
$283k |
|
FIVE9 INC (338307101)
|
5,268 |
$270k |
|
NORFOLK SOUTHERN (655844108)
|
1,333 |
$266k |
|
REALTY INCOME CORP (756109104)
|
3,482 |
$240k |
|
OKTA INC CL A (679295105)
|
1,800 |
$222k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
4,008 |
$206k |
|
JACOBS ENGR GROUP (469814107)
|
2,400 |
$203k |
|
SPIRIT RLTY CAP INC NEW (84860WAB8)
|
18,000 |
$18k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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