Filling information for Sand Hill Global Advisors, LLC as Treemap, investor disclosed 155 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 1774843 | 8433 | |
| 743315103 | 743315103 | PROGRESSIVE CORP | COM | 1121161 | 7837 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 288688 | 1552 | |
| 037833100 | 037833100 | APPLE INC | COM | 26661392 | 161682 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 29968200 | 390516 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 13456046 | 341005 | |
| 12572Q105 | 12572Q105 | CME GROUP INC | COM | 8606026 | 44935 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 5847926 | 30850 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 11577644 | 70954 | |
| 46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 4283462 | 136069 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1834976 | 17644 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 610034 | 2182 | |
| 871829107 | 871829107 | SYSCO CORP | COM | 4117615 | 53316 | |
| 46435G409 | 46435G409 | ISHARES TR | MSCI INTL VLU FT | 1077651 | 43471 | |
| 09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 12092337 | 4559 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 109998211 | 1490895 | |
| 67092P870 | 67092P870 | NUSHARES ETF TR | NUVEEN ESG US | 251074 | 11234 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 12721441 | 253163 | |
| 16411R208 | 16411R208 | CHENIERE ENERGY INC | COM NEW | 3630451 | 23036 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 4707060 | 22689 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 6587453 | 31232 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 483382 | 4936 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 96647716 | 2392270 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 2039748 | 4105 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1926237 | 14879 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 285771 | 890 | |
| 337738108 | 337738108 | FISERV INC | COM | 789628 | 6986 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 7606144 | 26644 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 1223440 | 8102 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 106420433 | 596527 | |
| 427096508 | 427096508 | HERCULES CAPITAL INC | COM | 700546 | 54348 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 8127963 | 103726 | |
| 001055102 | 001055102 | AFLAC INC | COM | 521193 | 8078 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 14810724 | 65691 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 426461 | 3112 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 2236109 | 64256 | |
| 808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 740744 | 21974 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 1558707 | 6872 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 2368222 | 8286 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1432471 | 3031 | |
| 82509L107 | 82509L107 | SHOPIFY INC | CL A | 291283 | 6076 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 672869 | 3691 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 6549448 | 9788 | |
| 98978V103 | 98978V103 | ZOETIS INC | CL A | 3761677 | 22601 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 448026 | 10068 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 757619 | 30898 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 15226344 | 337090 | |
| 836100107 | 836100107 | SOUNDHOUND AI INC | CLASS A COM | 134067 | 48575 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 6200093 | 29254 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 16572865 | 159769 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 426829 | 3256 | |
| 464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 303980 | 3463 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 342549 | 1713 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 7670973 | 30436 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 18966843 | 65789 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 8850696 | 57101 | |
| 464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 2860922 | 12153 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 315986 | 889 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1470806 | 4763 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 8372934 | 21727 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 110248346 | 440711 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 594560 | 6399 | |
| 92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 15830636 | 270424 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 490899 | 2205 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 3163603 | 15482 | |
| 654106103 | 654106103 | NIKE INC | CL B | 318688 | 2599 | |
| 72201R866 | 72201R866 | PIMCO ETF TR | INTER MUN BD ACT | 1255860 | 24031 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 7875695 | 109628 | |
| 464288240 | 464288240 | ISHARES TR | MSCI ACWI EX US | 4952057 | 101539 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 48133486 | 483074 | |
| 436440101 | 436440101 | HOLOGIC INC | COM | 221522 | 2745 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 8278958 | 55679 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 456204 | 1255 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 709170 | 6467 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 533353 | 2911 | |
| 717081103 | 717081103 | PFIZER INC | COM | 332071 | 8139 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 468561 | 3077 | |
| 464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 1936785 | 21246 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 8172201 | 40906 | |
| 097023105 | 097023105 | BOEING CO | COM | 8099531 | 38128 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1062308 | 19867 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 9904336 | 60703 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 356813 | 6812 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 6647354 | 40158 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 6008929 | 60011 | |
| 464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 3301268 | 166899 | |
| 338307101 | 338307101 | FIVE9 INC | COM | 233063 | 3224 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 135346854 | 359898 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 5679085 | 76424 | |
| 040413106 | 040413106 | ARISTA NETWORKS INC | COM | 565688 | 3370 | |
| 30219Q106 | 30219Q106 | EXPENSIFY INC | COM CL A | 221590 | 27189 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 458208 | 6611 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 1727555 | 16241 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 2297192 | 10615 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 2013161 | 6822 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 4830415 | 44834 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 414664 | 3898 | |
| 464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 62748097 | 599428 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 12164379 | 93350 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 2480930 | 11015 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 204616 | 6554 | |
| 67092P607 | 67092P607 | NUSHARES ETF TR | NUVEEN ESG SMLCP | 1145124 | 32339 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 5449799 | 11888 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1956607 | 7844 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 260551893 | 636439 | |
| 46982L108 | 46982L108 | JACOBS SOLUTIONS INC | COM | 239955 | 2042 | |
| 25809K105 | 25809K105 | DOORDASH INC | CL A | 3140881 | 49416 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 2708430 | 55994 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 8013960 | 41311 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 335401 | 2025 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 190645596 | 2665626 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 12489445 | 44963 | |
| 67092P300 | 67092P300 | NUSHARES ETF TR | NUVEEN ESG LRGVL | 6529686 | 191655 | |
| 756109104 | 756109104 | REALTY INCOME CORP | COM | 220480 | 3482 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 32957558 | 80173 | |
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 395172 | 12466 | |
| 461202103 | 461202103 | INTUIT | COM | 534996 | 1200 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 10200367 | 202710 | |
| 92206C847 | 92206C847 | VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 53989477 | 824141 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 536106 | 2664 | |
| 33734K109 | 33734K109 | FIRST TR LRGE CP CORE ALPHA | COM SHS | 278772 | 3463 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 12343033 | 119499 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 3434794 | 77308 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 2988984 | 18755 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 251119 | 6718 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 597876 | 2447 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 68097872 | 820061 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 6354156 | 24976 | |
| 46435U549 | 46435U549 | ISHARES TR | ESG AWR US AGRGT | 676493 | 14076 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 7961736 | 78627 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 223254 | 2124 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 689329 | 3690 | |
| 871607107 | 871607107 | SYNOPSYS INC | COM | 203168 | 526 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 4501881 | 22057 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 9652551 | 283982 | |
| 46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 9670371 | 106914 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1069724 | 6946 | |
| 67092P805 | 67092P805 | NUSHARES ETF TR | NUVEEN ESG INTL | 402032 | 14297 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 389768 | 15297 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 375519 | 3606 | |
| H1467J104 | H1467J104 | CHUBB LIMITED | COM | 7760462 | 39965 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 974918 | 7059 | |
| 012653101 | 012653101 | ALBEMARLE CORP | COM | 4376150 | 19798 | |
| 49338L103 | 49338L103 | KEYSIGHT TECHNOLOGIES INC | COM | 4182332 | 25900 | |
| 464287101 | 464287101 | ISHARES TR | S&P 100 ETF | 1014318 | 5423 | |
| 701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 8214696 | 24441 | |
| 04965G109 | 04965G109 | ATRECA INC | CL A COM | 14250 | 12500 | |
| 21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 3296953 | 14595 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 390665 | 6298 | |
| 464288182 | 464288182 | ISHARES TR | MSCI AC ASIA ETF | 1898731 | 27976 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 7030377 | 36785 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1305464 | 24973 | |
| 464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 411210 | 4766 | |
| 78464A813 | 78464A813 | SPDR SER TR | S&P 600 SML CAP | 506785 | 6031 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 7287587 | 104526 |