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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 151 | $382,622 | 3,717 | 0.00 | 0.00 | -64 | -1.69 | 09-30-2023 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 152 | $377,562 | 13,820 | 0.00 | 0.00 | -477 | -3.34 | 09-30-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 153 | $373,769 | 14,266 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SHOPIFY INC | CL A | 154 | $371,131 | 6,801 | 0.00 | 0.00 | 544 | 8.69 | 09-30-2023 |
