Sand Hill Global Advisors, LLC ETFs

Sand Hill Global Advisors, LLC

$2.37 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHE Schwab Strategic Tr Us Emergin	$0	$954,000 0.04% of portfolio	32,718	Q3 2024 Reduced 0.29%
IEMG Ishares Inc	$0	$909,000 0.04% of portfolio	16,949	Q3 2024 Added 0.01%
SCHD Schwab Strategic Tr Us Dividen	$0	$842,000 0.04% of portfolio	9,967	Q3 2024 Reduced 3.81%
GLD Spdr Gold Trust	$91.1B	$823,000 0.03% of portfolio	3,386	Q3 2024 Reduced 42.7%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$818,000 0.03% of portfolio	8,123	Q3 2024 Reduced 62.33%
IEFA Ishares Tr	$0	$708,000 0.03% of portfolio	9,078	Q3 2024 Reduced 55.91%
SCHC Schwab Strategic Tr Intl Small	$0	$695,000 0.03% of portfolio	18,062	Q3 2023 Reduced 17.8%
IJS Ishares S&P Smallcap 600 Value	$0	$610,000 0.03% of portfolio	5,670	Q2 2024 New
FNDX Schwab Fundamental U S Large C	$0	$606,000 0.03% of portfolio	8,456	Q2 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$547,000 0.02% of portfolio	12,030	Q2 2024 Reduced 2.93%
IWD Ishares Russell 1000 Val ETF	$0	$530,000 0.02% of portfolio	2,795	Q3 2024 Added 7.83%
DFAT Dimensional ETF Tr U S Target	$0	$520,000 0.02% of portfolio	9,359	Q3 2024 Reduced 0.96%
JEPI J P Morgan Exchange Traded Fd	$0	$491,000 0.02% of portfolio	8,251	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$472,000 0.02% of portfolio	13,782	Q1 2024 Reduced 3.39%
VBK Vanguard Small Cap Growth ETF	$0	$468,000 0.02% of portfolio	1,754	Q3 2024 Reduced 2.18%
NUDM Nuveen Esg International Devel	$0	$402,000 0.02% of portfolio	11,970	Q1 2024 Reduced 7.52%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$380,000 0.02% of portfolio	5,623	Q2 2024 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$365,000 0.02% of portfolio	3,038	Q3 2024 Added 3.97%
EMB Ishares Tr	$0	$334,000 0.01% of portfolio	3,571	Q3 2024 Added 14.38%
IAU Ishares Gold Trust	$45.8B	$320,000 0.01% of portfolio	6,457	Q2 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$318,000 0.01% of portfolio	23,747	Q3 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$298,000 0.01% of portfolio	3,806	Q3 2024 Added 26.15%
IJR Ishares Core S&P Sm Cap ETF	$0	$296,000 0.01% of portfolio	2,533	Q2 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$275,000 0.01% of portfolio	3,664	Q3 2024 Reduced 19.58%
FEX First Tr Large Cap Core Alphde	$0	$272,000 0.01% of portfolio	2,615	Q3 2024 Reduced 9.7%
VGT Vanguard Information Technolog	$0	$238,000 0.01% of portfolio	407	Q3 2024 Reduced 65.12%
FNDA Schwab Fundamental U S Small C	$0	$225,000 0.01% of portfolio	3,780	Q2 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$222,000 0.01% of portfolio	2,082	Q1 2024 New
DVY Ishares Tr	$0	$222,000 0.01% of portfolio	1,647	Q3 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$222,000 0.01% of portfolio	4,221	Q2 2024 Reduced 32.21%
VXUS Vanguard Star Fd Vanguard Tota	$0	$215,000 0.01% of portfolio	3,336	Q3 2024 Added 0.3%

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