Sand Hill Global Advisors, LLC ETFs

Sand Hill Global Advisors, LLC

$2.42 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
OEF Ishares S&P 100 ETF	$0	$996,000 0.04% of portfolio	3,744	Q1 2025 Reduced 1.53%
IEMG Ishares Inc	$0	$946,000 0.04% of portfolio	17,652	Q1 2025 Added 0.18%
DFAC Dimensional ETF Tr U S Core Eq	$0	$890,000 0.04% of portfolio	26,985	Q1 2025 Added 101.98%
VGSH Vanguard	$0	$846,000 0.03% of portfolio	14,428	Q1 2025 Reduced 93.27%
FTSL First Trust Senior Ln Fund	$0	$837,000 0.03% of portfolio	18,351	Q1 2025 New
GLD Spdr Gold Trust	$106B	$825,000 0.03% of portfolio	2,866	Q1 2025 Reduced 15.36%
IUSV Ishares Core S&P U.S. Value Et	$0	$809,000 0.03% of portfolio	8,767	Q1 2025 Reduced 8.71%
SCHD Schwab Strategic Tr Us Dividen	$0	$797,000 0.03% of portfolio	28,516	Q1 2025 Reduced 4.63%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$792,000 0.03% of portfolio	29,930	Q1 2025 Reduced 42.28%
VXUS Vanguard Star Fd Vanguard Tota	$0	$693,000 0.03% of portfolio	11,169	Q1 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$655,000 0.03% of portfolio	23,792	Q1 2025 Reduced 0.63%
SCHC Schwab Strategic Tr Intl Small	$0	$648,000 0.03% of portfolio	18,062	Q3 2023 Reduced 17.8%
IEFA Ishares Tr	$0	$627,000 0.03% of portfolio	8,298	Q1 2025 Reduced 20.83%
BND Vanguard Bd Index Fd Inc Total	$0	$604,000 0.02% of portfolio	8,228	Q1 2025 Added 34.71%
FNDX Schwab Fundamental U S Large C	$0	$598,000 0.02% of portfolio	25,367	Q4 2024 Added 199.99%
IWD Ishares Russell 1000 Val ETF	$0	$516,000 0.02% of portfolio	2,743	Q1 2025 Reduced 1.86%
GOVT Ishares U.S. Treasury Bond ETF	$0	$487,000 0.02% of portfolio	21,204	Q1 2025 Reduced 98.64%
DFAT Dimensional ETF Tr U S Target	$0	$445,000 0.02% of portfolio	8,652	Q4 2024 Reduced 7.55%
SPSM Spdr Portfolio S&P 600 Small C	$0	$445,000 0.02% of portfolio	10,925	Q4 2024 Reduced 9.19%
IJS Ishares S&P Smallcap 600 Value	$0	$407,000 0.02% of portfolio	4,182	Q1 2025 Reduced 26.24%
IAU Ishares Gold Trust	$53.5B	$388,000 0.02% of portfolio	6,591	Q1 2025 Reduced 17.15%
NUDM Nuveen Esg International Devel	$0	$381,000 0.02% of portfolio	11,970	Q1 2025 Reduced 6.83%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$357,000 0.01% of portfolio	5,623	Q2 2024 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$348,000 0.01% of portfolio	3,038	Q3 2024 Added 3.97%
IJR Ishares Core S&P Sm Cap ETF	$0	$313,000 0.01% of portfolio	2,995	Q4 2024 Added 18.24%
FTSM First Tr Enhanced Traded Fd Iv	$0	$311,000 0.01% of portfolio	5,210	Q1 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$302,000 0.01% of portfolio	6,570	Q1 2025 New
FEX First Tr Large Cap Core Alphde	$0	$256,000 0.01% of portfolio	2,506	Q4 2024 Reduced 4.17%
EMB Ishares Tr	$0	$225,000 0.01% of portfolio	2,490	Q1 2025 Reduced 28.01%
DVY Ishares Tr	$0	$221,000 0.01% of portfolio	1,647	Q3 2024 New
FPE First Tr Pfd Secs & Income ETF	$0	$217,000 0.01% of portfolio	12,379	Q1 2025 New
VGT Vanguard Information Technolog	$0	$217,000 0.01% of portfolio	401	Q4 2024 Reduced 1.47%
IGSB Ishares Trust Ishares 1 5 Year	$0	$216,000 0.01% of portfolio	4,140	Q1 2025 Reduced 1.48%
QQQM Invesco Exchange Traded Fd Tr	$0	$214,000 0.01% of portfolio	1,109	Q1 2025 New
FNDA Schwab Fundamental U S Small C	$0	$207,000 0.01% of portfolio	7,559	Q4 2024 Added 99.97%

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