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| Name: |
SAND HILL ADVISORS INC/CA |
| City: |
PALO ALTO |
| State: |
CA |
| Zip: |
94301 |
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| Holdings
Found :
27 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DASH |
Doordash Inc |
64 |
- |
$114.68 |
$4,887,000 |
49,416 |
0.24% |
960,000 |
0 |
0.014 |
N/A |
|
|
ACN |
Accenture Plc |
82 |
- |
$306.95 |
$2,850,000 |
8,123 |
0.14% |
355,000 |
0 |
0.001 |
Management Services |
|
|
SCHF |
Schwab Strategic Trust |
85 |
- |
$39.40 |
$2,375,000 |
64,256 |
0.11% |
193,000 |
0 |
0.007 |
Closed - End Fund - Debt |
|
|
PGR |
Progressive Corp |
95 |
- |
$213.67 |
$1,248,000 |
7,837 |
0.06% |
156,000 |
0 |
0.001 |
Property & Casualty I... |
|
|
DG |
Dollar General Corp |
96 |
- |
$140.31 |
$1,146,000 |
8,433 |
0.06% |
254,000 |
0 |
0 |
Discount, Variety Stores |
|
|
OEF |
iShares S&P 100 Index |
101 |
- |
$249.45 |
$919,000 |
4,113 |
0.04% |
94,000 |
0 |
0.009 |
Closed - End Fund - E... |
|
|
HTGC |
Hercules Technology Growth ... |
102 |
- |
$19.31 |
$906,000 |
54,348 |
0.04% |
14,000 |
0 |
0.047 |
Asset Management |
|
|
VV |
Vanguard Large Cap VIPERS |
105 |
- |
$239.97 |
$805,000 |
3,690 |
0.04% |
83,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
106 |
- |
$26.66 |
$771,000 |
31,107 |
0.04% |
26,000 |
0 |
0.012 |
N/A |
|
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ANET |
Arista Networks, Inc. |
107 |
- |
$313.66 |
$765,000 |
3,250 |
0.04% |
167,000 |
0 |
0.001 |
Diversified Computer ... |
|
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AFL |
AFLAC Inc |
112 |
- |
$86.30 |
$649,000 |
7,864 |
0.03% |
45,000 |
0 |
0.001 |
Life & Health Insurance |
|
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INTU |
Intuit Inc |
116 |
- |
$635.42 |
$638,000 |
1,020 |
0.03% |
117,000 |
0 |
0 |
Application Software |
|
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SCHC |
Schwab International Small-... |
117 |
- |
$36.33 |
$630,000 |
18,062 |
0.03% |
47,000 |
0 |
0.02 |
Closed - End Fund - E... |
|
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TWOK |
Spdr Russell 2000 |
120 |
- |
$42.96 |
$565,000 |
13,406 |
0.03% |
70,000 |
0 |
0.001 |
N/A |
|
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SHOP |
Shopify Inc |
122 |
- |
$58.03 |
$530,000 |
6,801 |
0.03% |
159,000 |
0 |
0.001 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
123 |
- |
$54.03 |
$527,000 |
10,068 |
0.03% |
67,000 |
0 |
0.001 |
N/A |
|
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DFAC |
Dimensional U S Core Equity... |
130 |
- |
$31.79 |
$417,000 |
14,266 |
0.02% |
43,000 |
0 |
0.002 |
N/A |
|
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SCHW |
Charles Schwab Corp |
131 |
- |
$77.07 |
$395,000 |
5,748 |
0.02% |
79,000 |
0 |
0 |
Investment Brokerage ... |
|
|
KLD |
iShares KLD Select Social I... |
138 |
- |
$108.87 |
$313,000 |
3,110 |
0.02% |
33,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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QQQ |
Invesco QQQ Trust Series I |
139 |
- |
$445.93 |
$312,000 |
762 |
0.02% |
39,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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BRKR |
Bruker Corp |
141 |
- |
$75.67 |
$295,000 |
4,012 |
0.01% |
45,000 |
0 |
0.007 |
Scientific & Technica... |
|
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FEX |
First Trust Large Cap Core ... |
145 |
- |
$97.66 |
$275,000 |
3,049 |
0.01% |
28,000 |
0 |
0.022 |
Closed - End Fund - Debt |
|
|
J |
Jacobs Solutions Inc |
146 |
- |
$137.87 |
$265,000 |
2,042 |
0.01% |
-14,000 |
0 |
0.002 |
Heavy Construction |
|
|
FIVN |
Five9, Inc. |
149 |
- |
$53.26 |
$254,000 |
3,224 |
0.01% |
47,000 |
0 |
0.004 |
N/A |
|
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SOUN |
Soundhound Ai Ord Shs Class A |
159 |
- |
$5.30 |
$103,000 |
48,575 |
0% |
5,000 |
0 |
0.031 |
N/A |
|
|
NU |
Nu Holdings Ord Shs Class A |
160 |
- |
$0.00 |
$96,000 |
11,533 |
0% |
12,000 |
0 |
0 |
N/A |
|
|
EXFY |
Expensify, Inc. |
161 |
- |
$1.74 |
$67,000 |
27,189 |
0% |
-21,000 |
0 |
0.04 |
N/A |
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