Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS LLC | 11-13-2023 | 09-30-2023 | 153 | 1,814,647,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 101 | $1,599,622 | 4,566 | 0.00 | 0.00 | 43 | 0.95 | 09-30-2023 |
| ISHARES TR | RUS 2000 GRW ETF | 102 | $1,483,201 | 6,617 | 0.00 | 0.00 | -255 | -3.71 | 09-30-2023 |
| UNITEDHEALTH GROUP INC | COM | 103 | $1,471,487 | 2,919 | 0.00 | 0.00 | 34 | 1.18 | 09-30-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 104 | $1,162,545 | 7,092 | 0.00 | 0.00 | -873 | -10.96 | 09-30-2023 |
