Titelia

Holdings of Sand Hill Global Advisors, LLC

189 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.5 % of the equity sleeve

Sector breakdown

  • Funds 25.6 %
  • Technology 5.4 %
  • Financials 2.9 %
  • Consumer discretionary 2.3 %
  • Communication 2.2 %
  • Industrials 1.5 %
  • Health care 1.2 %
  • Materials 0.5 %
  • Consumer staples 0.5 %
  • Utilities 0.5 %
  • Real estate 0.3 %
  • Energy 0.3 %
  • Unattributed 57.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1872.9B $99.96 %
2TW1996.7K $0.03 %
3NL1301.1K $0.01 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 525,971314.3M $
2iShares MSCI EAFE ETF 3,020,430293.4M $
3State Street SPDR S&P 500 ETF Trust 332,226216.1M $
4Vanguard International Equity Index Funds 3,228,121174.5M $
5iShares Core S&P Mid-Cap ETF 2,349,194158.6M $
6Vanguard Real Estate ETF 1,741,408154.5M $
7SPDR Series Trust 1,843,291141.1M $
8iShares Russell 2000 ETF 563,866139.8M $
9PIMCO ETF Trust 1,065,08798.3M $
10Vanguard Index Funds 314,28695M $
11iShares Trust 1,290,72188.4M $
12Vanguard Scottsdale Funds 1,271,18275.7M $
13Invesco QQQ Trust Series 1 124,41471.8M $
14iShares Core U.S. Aggregate Bond ETF 660,81165.6M $
15iShares Core S&P 500 ETF 72,84547.6M $
16Apple Inc 164,12741.7M $
17NVIDIA Corp 208,62836.4M $
18Alphabet Inc 101,27829.1M $
19Microsoft Corp 76,13528.2M $
20Amazon.com Inc 127,49626.6M $
21iShares ESG Aware MSCI USA ETF 157,30922.2M $
22iShares ESG Aware MSCI USA Small-Cap ETF 472,40222.2M $
23Vanguard FTSE Developed Markets ETF 321,89720.6M $
24Meta Platforms Inc 33,94119.4M $
25JPMorgan Chase & Co 65,67319.3M $
26iShares U.S. Real Estate ETF 185,02817.5M $
27iShares Ultra Short Duration B 326,08216.5M $
28Visa Inc 48,47514.7M $
29JPMorgan Ultra-Short Income ETF 287,13414.5M $
30PGIM ETF Trust 289,42414.3M $
31Parker-Hannifin Corp 15,13813.6M $
32TJX Cos Inc/The 84,46213.5M $
33Chevron Corp 61,48412.7M $
34iShares ESG Aware MSCI EAFE ETF 131,59212.6M $
35Berkshire Hathaway Inc 1712.2M $
36Broadcom Inc 39,10312.1M $
37Johnson & Johnson 49,04312M $
38Vanguard Short-term Bond Etf 139,62210.9M $
39CME Group Inc 36,69310.8M $
40iShares ESG Aware U.S. Aggregate Bond ETF 209,26410M $
41Berkshire Hathaway Inc 20,3059.7M $
42Vanguard Small-Cap ETF 35,3999.3M $
43Blackrock Inc 9,1508.8M $
44Ecolab Inc 31,8078.5M $
45Procter & Gamble Co/The 55,3508M $
46American Electric Power Co Inc 60,6988M $
47Eli Lilly & Co 8,5937.9M $
48Honeywell International Inc 33,4037.6M $
49Stryker Corp 22,8797.5M $
50Waste Management Inc 31,9047.3M $
51State Street SPDR S&P MidCap 400 ETF Trust 11,8867.3M $
52Autodesk Inc 30,4017.3M $
53ISHARES U S ETF TR 141,3147.2M $
54Palo Alto Networks Inc 42,9206.9M $
55Tesla Inc 18,1966.8M $
56iShares MSCI Emerging Markets ETF 118,7016.7M $
57Quanta Services Inc 12,2726.7M $
58DoorDash Inc 44,3866.7M $
59Vanguard Total Stock Market ETF 20,6486.6M $
60Cheniere Energy Inc 22,6156.4M $
61VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 76,1866M $
62Walt Disney Co/The 61,6475.9M $
63iShares Trust 42,0465.8M $
64Wynn Resorts Ltd 57,0515.8M $
65Booking Holdings Inc 1,3745.8M $
66Prologis Inc 42,1515.6M $
67Newmont Corp 50,3085.4M $
68Cadence Design Systems Inc 18,6695.2M $
69Alphabet Inc 17,8815.1M $
70Salesforce Inc 27,0875.1M $
71Entergy Corp 44,1925M $
72Schwab Short-Term U.S. Treasury ETF 201,9364.9M $
73Netflix Inc 50,2174.8M $
74iShares ESG Aware MSCI EM ETF 104,4344.7M $
75iShares National Muni Bond ETF 44,6874.7M $
76Intuit Inc 10,3434.5M $
77iShares Trust 12,5034.5M $
78Snowflake Inc 29,0724.4M $
79Schwab U.S. Large-Cap ETF 160,3794.1M $
80Dimensional ETF Trust 57,1414.1M $
81Arthur J Gallagher & Co 18,6824M $
82iShares California Muni Bond ETF 69,9654M $
83Verisk Analytics Inc 20,4633.9M $
84Target Corp 31,2963.8M $
85CBRE Group Inc 27,0203.7M $
86Costco Wholesale Corp 3,6443.6M $
87iShares Russell 3000 ETF 9,6443.6M $
88Schwab International Equity ETF 122,7533M $
89Vertex Pharmaceuticals Inc 6,3692.8M $
90iShares Russell 2000 Growth ETF 8,9842.8M $
91Home Depot Inc/The 8,2692.7M $
92Vanguard Mid-Cap ETF 8,9502.6M $
93Exxon Mobil Corp 14,8922.5M $
94Vanguard Large-Cap ETF 7,7152.3M $
95Applied Materials Inc 6,1622.1M $
96Vanguard FTSE All-World ex-US ETF 22,5061.7M $
97VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 7,7151.7M $
98Progressive Corp/The 7,9771.6M $
99State Street Health Care Select Sector SPDR ETF 10,6491.6M $
100AbbVie Inc 6,9931.5M $