320 is the total number of securities BINGHAM OSBORN & SCARBOROUGH LLC has owned. The longest BINGHAM OSBORN & SCARBOROUGH LLC has owned a single stock is 34 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P 500 ETF TR | 34 | 34 | 19.77% | 27.82% | 34.21% | Q2 2013 | Q3 2021 | 34 |
VEA | VANGUARD TAX-MANAGED I... | 34 | 34 | 12.02% | 16.04% | 21.02% | Q2 2013 | Q3 2021 | 34 |
IVV | ISHARES TR | 34 | 34 | 5.16% | 10.06% | 16.04% | Q2 2013 | Q3 2021 | 34 |
IWB | ISHARES TR | 34 | 34 | 6.70% | 8.09% | 10.28% | Q2 2013 | Q3 2021 | 34 |
VGT | VANGUARD WORLD FDS | 34 | 34 | 5.26% | 5.94% | 6.42% | Q2 2013 | Q3 2021 | 34 |
VNQ | VANGUARD INDEX FDS | 34 | 34 | 0.62% | 2.19% | 3.76% | Q2 2013 | Q3 2021 | 34 |
EFA | ISHARES TR | 34 | 34 | 0.93% | 1.74% | 3.30% | Q2 2013 | Q3 2021 | 34 |
UPS | UNITED PARCEL SERVICE INC | 34 | 34 | 0.68% | 1.04% | 1.34% | Q2 2013 | Q3 2021 | 34 |
IGM | ISHARES TR | 34 | 34 | 0.75% | 0.91% | 1.49% | Q2 2013 | Q3 2021 | 34 |
VEU | VANGUARD INTL EQUITY I... | 34 | 34 | 0.41% | 0.91% | 1.86% | Q2 2013 | Q3 2021 | 34 |
IJR | ISHARES TR | 34 | 34 | 0.03% | 0.85% | 4.43% | Q2 2013 | Q3 2021 | 34 |
GLD | SPDR GOLD TRUST | 34 | 34 | 0.48% | 0.82% | 1.73% | Q2 2013 | Q3 2021 | 34 |
PG | PROCTER & GAMBLE CO | 34 | 34 | 0.07% | 0.81% | 1.69% | Q2 2013 | Q3 2021 | 34 |
AAPL | APPLE INC | 34 | 34 | 0.24% | 0.78% | 2.17% | Q2 2013 | Q3 2021 | 34 |
AMZN | AMAZON COM INC | 34 | 34 | 0.13% | 0.68% | 1.71% | Q2 2013 | Q3 2021 | 34 |
VTI | VANGUARD INDEX FDS | 34 | 34 | 0.29% | 0.57% | 0.74% | Q2 2013 | Q3 2021 | 34 |
IWD | ISHARES TR | 34 | 34 | 0.33% | 0.48% | 0.73% | Q2 2013 | Q3 2021 | 34 |
BRKB | BERKSHIRE HATHAWAY INC... | 34 | 34 | 0.15% | 0.32% | 0.40% | Q2 2013 | Q3 2021 | 34 |
FB | FACEBOOK INC | 34 | 34 | 0.05% | 0.31% | 0.52% | Q2 2013 | Q3 2021 | 34 |
XLK | SELECT SECTOR SPDR TR | 34 | 34 | 0.18% | 0.28% | 0.45% | Q2 2013 | Q3 2021 | 34 |
XOM | EXXON MOBIL CORP | 34 | 34 | 0.02% | 0.26% | 0.58% | Q2 2013 | Q3 2021 | 34 |
MSFT | MICROSOFT CORP | 34 | 34 | 0.06% | 0.25% | 0.69% | Q2 2013 | Q3 2021 | 34 |
HYB | NEW AMER HIGH INCOME F... | 34 | 34 | 0.01% | 0.23% | 0.50% | Q2 2013 | Q3 2021 | 34 |
TSLA | TESLA MTRS INC | 34 | 34 | 0.04% | 0.18% | 0.83% | Q2 2013 | Q3 2021 | 34 |
BRKA | BERKSHIRE HATHAWAY INC... | 34 | 34 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q3 2021 | 34 |
DIA | SPDR DOW JONES INDL AV... | 34 | 34 | 0.08% | 0.15% | 0.33% | Q2 2013 | Q3 2021 | 34 |
ABBV | ABBVIE INC | 34 | 34 | 0.04% | 0.14% | 0.31% | Q2 2013 | Q3 2021 | 34 |
EFV | ISHARES TR | 34 | 34 | 0.06% | 0.11% | 0.24% | Q2 2013 | Q3 2021 | 34 |
JNJ | JOHNSON & JOHNSON | 34 | 34 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2021 | 34 |
ORCL | ORACLE CORP | 34 | 34 | 0.04% | 0.11% | 0.29% | Q2 2013 | Q3 2021 | 34 |
TGT | TARGET CORP | 34 | 34 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2021 | 34 |
IDU | ISHARES TR | 34 | 34 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2021 | 34 |
XLU | SELECT SECTOR SPDR TR | 34 | 34 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q3 2021 | 34 |
IWM | ISHARES TR | 34 | 34 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2021 | 34 |
IWN | ISHARES TR | 34 | 34 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2021 | 34 |
VV | VANGUARD INDEX FDS | 34 | 34 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2021 | 34 |
ABT | ABBOTT LABS | 34 | 34 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2021 | 34 |
IBM | INTERNATIONAL BUSINESS... | 34 | 34 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2021 | 34 |
PEP | PEPSICO INC | 34 | 34 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2021 | 34 |
IYW | ISHARES TR | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2021 | 34 |
DVY | ISHARES TR | 34 | 34 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2021 | 34 |
VWO | VANGUARD INTL EQUITY I... | 34 | 34 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2021 | 34 |
DIS | DISNEY WALT CO | 34 | 34 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 34 |
AGG | ISHARES TR | 34 | 34 | 0.02% | 0.05% | 0.53% | Q2 2013 | Q3 2021 | 34 |
HON | HONEYWELL INTL INC | 34 | 34 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 34 |
SLV | ISHARES SILVER TRUST | 34 | 34 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2021 | 34 |
MRK | MERCK & CO INC NEW | 34 | 34 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 34 |
PFE | PFIZER INC | 34 | 34 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 34 |
BMY | BRISTOL-MYERS SQUIBB CO | 34 | 34 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 34 |
WMT | WAL-MART STORES INC | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2021 | 34 |
SUSA | ISHARES TR | 34 | 34 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
WFC | WELLS FARGO CO NEW | 33 | 33 | 0.02% | 0.51% | 0.93% | Q2 2013 | Q2 2021 | 33 |
CVX | CHEVRON CORP NEW | 30 | 3 | 0.02% | 0.25% | 0.54% | Q2 2013 | Q3 2021 | 33 |
GE | GENERAL ELECTRIC CO | 33 | 33 | 0.01% | 0.12% | 0.24% | Q2 2013 | Q2 2021 | 33 |
INTC | INTEL CORP | 32 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 33 |
KMB | KIMBERLY-CLARK CORP | 33 | 33 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2021 | 33 |
IAU | ISHARES GOLD TRUST | 32 | 32 | 0.40% | 0.53% | 0.69% | Q2 2013 | Q1 2021 | 32 |
JPM | JPMORGAN CHASE & CO | 31 | 1 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2021 | 32 |
T | AT&T INC | 30 | 2 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q3 2021 | 32 |
VZ | VERIZON COMMUNICATIONS... | 32 | 32 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2021 | 32 |
CSCO | CISCO SYS INC | 32 | 32 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2021 | 32 |
BAC | BK OF AMERICA CORP | 27 | 1 | 0.02% | 0.20% | 0.35% | Q2 2013 | Q3 2021 | 31 |
IWF | ISHARES TR | 30 | 1 | 0.04% | 0.09% | 0.12% | Q4 2013 | Q3 2021 | 31 |
AMGN | AMGEN INC | 30 | 30 | 0.03% | 0.05% | 0.10% | Q2 2014 | Q3 2021 | 30 |
SCHW | THE CHARLES SCHWAB COR... | 29 | 29 | 0.08% | 0.34% | 0.50% | Q3 2014 | Q3 2021 | 29 |
HD | HOME DEPOT INC | 29 | 29 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2021 | 29 |
EMR | EMERSON ELEC CO | 29 | 29 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2020 | 29 |
MCD | MCDONALDS CORP | 25 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 29 |
CL | COLGATE PALMOLIVE CO | 29 | 29 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2020 | 29 |
IEFA | ISHARES TR | 28 | 28 | 0.06% | 2.38% | 6.56% | Q4 2014 | Q3 2021 | 28 |
TIP | ISHARES TR | 24 | 1 | 0.03% | 0.57% | 2.07% | Q1 2014 | Q3 2021 | 28 |
BA | BOEING CO | 19 | 1 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2021 | 28 |
MMM | 3M CO | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2021 | 28 |
AXP | AMERICAN EXPRESS CO | 18 | 10 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 28 |
OXY | OCCIDENTAL PETE CORP DEL | 27 | 27 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CAT | CATERPILLAR INC DEL | 21 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2021 | 27 |
APH | AMPHENOL CORP NEW | 25 | 25 | 1.74% | 2.32% | 2.86% | Q3 2014 | Q3 2020 | 25 |
IEMG | ISHARES INC | 25 | 25 | 0.08% | 0.43% | 2.24% | Q3 2015 | Q3 2021 | 25 |
JAZZ | JAZZ PHARMACEUTICALS PLC | 25 | 25 | 0.14% | 0.23% | 0.35% | Q3 2014 | Q3 2020 | 25 |
CRM | SALESFORCE COM INC | 23 | 2 | 0.02% | 0.19% | 0.33% | Q1 2015 | Q3 2021 | 25 |
KR | KROGER CO | 25 | 25 | 0.09% | 0.15% | 0.23% | Q3 2014 | Q3 2020 | 25 |
COST | COSTCO WHSL CORP NEW | 25 | 25 | 0.03% | 0.07% | 0.11% | Q3 2015 | Q3 2021 | 25 |
EEM | ISHARES TR | 22 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2020 | 25 |
BSV | VANGUARD BD INDEX FDS | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2020 | 25 |
NSC | NORFOLK SOUTHN CORP | 16 | 1 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q2 2021 | 24 |
GOOGL | ALPHABET INC | 24 | 24 | 0.07% | 0.11% | 0.15% | Q4 2015 | Q3 2021 | 24 |
GOOG | ALPHABET INC | 24 | 24 | 0.06% | 0.10% | 0.14% | Q4 2015 | Q3 2021 | 24 |
SJM | SMUCKER J M CO | 24 | 24 | 0.03% | 0.07% | 0.11% | Q4 2014 | Q3 2020 | 24 |
IDV | ISHARES TR | 23 | 23 | 0.06% | 0.13% | 0.19% | Q1 2016 | Q3 2021 | 23 |
ACN | ACCENTURE PLC IRELAND | 23 | 23 | 0.02% | 0.09% | 0.16% | Q1 2016 | Q3 2021 | 23 |
ADMS | ADAMAS PHARMACEUTICALS... | 22 | 22 | 0.01% | 0.17% | 0.41% | Q2 2015 | Q3 2020 | 22 |
CW | CURTISS WRIGHT CORP | 13 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2021 | 22 |
BPFH | BOSTON PRIVATE FINL HL... | 22 | 22 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q3 2018 | 22 |
VIG | VANGUARD SPECIALIZED P... | 19 | 2 | 0.02% | 0.07% | 0.10% | Q3 2015 | Q3 2021 | 21 |
V | VISA INC | 19 | 1 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q3 2021 | 21 |
DOV | DOVER CORP | 9 | 1 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q1 2021 | 21 |
MDY | SPDR S&P MIDCAP 400 ET... | 19 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2021 | 21 |
IWV | ISHARES TR | 14 | 1 | 0.02% | 0.02% | 0.04% | Q2 2014 | Q3 2020 | 21 |
QQQ | POWERSHARES QQQ TRUST | 20 | 20 | 4.93% | 6.62% | 8.19% | Q2 2013 | Q1 2018 | 20 |
KO | COCA COLA CO | 18 | 2 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2021 | 20 |
CSX | CSX CORP | 16 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2020 | 20 |
WLTW | WILLIS TOWERS WATSON P... | 19 | 19 | 0.08% | 0.10% | 0.12% | Q1 2016 | Q3 2020 | 19 |
SBUX | STARBUCKS CORP | 19 | 19 | 0.03% | 0.08% | 0.12% | Q1 2016 | Q3 2020 | 19 |
VOO | VANGUARD INDEX FDS | 19 | 19 | 0.02% | 0.06% | 0.08% | Q1 2017 | Q3 2021 | 19 |
ADP | AUTOMATIC DATA PROCESS... | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2021 | 19 |
OEF | ISHARES TR | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 19 |
SPYX | SPDR SER TR | 18 | 18 | 0.03% | 0.09% | 0.18% | Q2 2017 | Q3 2021 | 18 |
JWN | NORDSTROM INC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 18 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q2 2017 | 17 |
EPD | ENTERPRISE PRODS PARTN... | 15 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 17 |
MAR | MARRIOTT INTL INC NEW | 8 | 4 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 16 |
SLB | SCHLUMBERGER LTD | 9 | 1 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q1 2018 | 16 |
UNH | UNITEDHEALTH GROUP INC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2021 | 16 |
NEE | NEXTERA ENERGY INC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2021 | 16 |
PBCT | PEOPLES UNITED FINANCI... | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q1 2018 | 16 |
NFLX | NETFLIX INC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2021 | 16 |
SHY | ISHARES TR | 12 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2021 | 16 |
FRC | FIRST REP BK SAN FRANC... | 15 | 15 | 0.15% | 0.43% | 0.62% | Q1 2018 | Q3 2021 | 15 |
PYPL | PAYPAL HLDGS INC | 15 | 15 | 0.03% | 0.07% | 0.14% | Q1 2018 | Q3 2021 | 15 |
J | JACOBS ENGR GROUP INC DEL | 15 | 15 | 0.03% | 0.03% | 0.05% | Q4 2013 | Q2 2017 | 15 |
HAP | VANECK VECTORS ETF TRUST | 15 | 15 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2019 | 15 |
QQQ | INVESCO QQQ TR | 14 | 14 | 4.32% | 4.66% | 5.12% | Q2 2018 | Q3 2021 | 14 |
GILD | GILEAD SCIENCES INC | 13 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 14 |
TXN | TEXAS INSTRS INC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2021 | 14 |
ECL | ECOLAB INC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2021 | 14 |
FIT | FITBIT INC | 13 | 13 | 0.01% | 0.04% | 0.16% | Q1 2016 | Q1 2019 | 13 |
BEN | FRANKLIN RES INC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2019 | 13 |
VB | VANGUARD INDEX FDS | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2021 | 13 |
DTD | WISDOMTREE TR | 9 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 13 |
IVE | ISHARES TR | 12 | 12 | 0.07% | 0.16% | 0.27% | Q4 2018 | Q3 2021 | 12 |
KMPR | KEMPER CORP DEL | 12 | 12 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q1 2016 | 12 |
TDY | TELEDYNE TECHNOLOGIES INC | 12 | 12 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
ARGO | ARGO GROUP INTL HLDGS LTD | 12 | 12 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
FDX | FEDEX CORP | 11 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2020 | 12 |
DLS | WISDOMTREE TR | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2021 | 12 |
ALB | ALBEMARLE CORP | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2020 | 12 |
LOW | LOWES COS INC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2021 | 12 |
MNI | MCCLATCHY CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
SQ | SQUARE INC | 11 | 11 | 0.04% | 0.09% | 0.15% | Q3 2017 | Q1 2020 | 11 |
LC | LENDINGCLUB CORP | 11 | 11 | 0.01% | 0.08% | 0.20% | Q2 2015 | Q4 2017 | 11 |
SJW | SJW CORP | 11 | 11 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
AVB | AVALONBAY CMNTYS INC | 11 | 11 | 0.02% | 0.03% | 0.07% | Q1 2018 | Q3 2020 | 11 |
LLY | LILLY ELI & CO | 9 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 11 |
MA | MASTERCARD INCORPORATED | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 11 |
VTV | VANGUARD INDEX FDS | 6 | 1 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2021 | 11 |
ADI | ANALOG DEVICES INC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 11 |
TM | TOYOTA MOTOR CORP | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 11 |
IJS | ISHARES TR | 9 | 1 | 0.02% | 0.52% | 0.97% | Q3 2018 | Q3 2021 | 10 |
HEIA | HEICO CORP NEW | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2020 | 10 |
GOOGL | GOOGLE INC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2015 | 10 |
HAP | MARKET VECTORS ETF TR | 9 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 10 |
AMAT | APPLIED MATLS INC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2021 | 10 |
IDXX | IDEXX LABS INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 10 |
SCHF | SCHWAB STRATEGIC TR | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 10 |
MMP | MAGELLAN MIDSTREAM PRT... | 4 | 1 | 0.02% | 0.03% | 0.07% | Q2 2014 | Q2 2021 | 10 |
EW | EDWARDS LIFESCIENCES CORP | 10 | 10 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2020 | 10 |
DXCM | DEXCOM INC | 9 | 9 | 0.21% | 0.32% | 0.51% | Q3 2018 | Q3 2020 | 9 |
FICO | FAIR ISAAC CORP | 9 | 9 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q1 2020 | 9 |
ROST | ROSS STORES INC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q3 2017 | 9 |
LPLA | LPL FINL HLDGS INC | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2013 | Q3 2015 | 9 |
DHR | DANAHER CORPORATION | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2021 | 9 |
IVW | ISHARES TR | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
TMO | THERMO FISHER SCIENTIF... | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2021 | 9 |
CVS | CVS HEALTH CORP | 8 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q2 2021 | 9 |
MKC | MCCORMICK & CO INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
SMLR | SEMLER SCIENTIFIC INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 9 |
GS | GOLDMAN SACHS GROUP INC | 4 | 1 | 0.02% | 0.11% | 0.21% | Q2 2014 | Q2 2021 | 8 |
ELX | EMULEX CORP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
MELI | MERCADOLIBRE INC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 8 |
CMCSA | COMCAST CORP NEW | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 8 |
SCZ | ISHARES TR | 5 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 8 |
EFAX | SPDR INDEX SHS FDS | 7 | 7 | 0.06% | 0.10% | 0.12% | Q1 2020 | Q3 2021 | 7 |
ATI | ALLEGHENY TECHNOLOGIES... | 7 | 7 | 0.04% | 0.09% | 0.14% | Q4 2013 | Q2 2015 | 7 |
MAT | MATTEL INC | 7 | 7 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2014 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q1 2019 | 7 |
EEMX | SPDR INDEX SHS FDS | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2021 | 7 |
IVAC | INTEVAC INC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q1 2017 | 7 |
UNP | UNION PAC CORP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
SCHX | SCHWAB STRATEGIC TR | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2015 | 7 |
VLO | VALERO ENERGY CORP NEW | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2020 | 7 |
SDY | SPDR SER TR | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
NKE | NIKE INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2021 | 7 |
MNIQQ | MCCLATCHY CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
DLHC | DLH HLDGS CORP | 6 | 6 | 0.07% | 0.15% | 0.42% | Q2 2020 | Q3 2021 | 6 |
WSH | WILLIS GROUP HOLDINGS ... | 6 | 6 | 0.09% | 0.10% | 0.11% | Q3 2014 | Q4 2015 | 6 |
GOOG | GOOGLE INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2015 | 6 |
IWP | ISHARES TR | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2015 | 6 |
NAME | RIGHTSIDE GROUP LTD | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2017 | 6 |
NVDA | NVIDIA CORPORATION | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
VUG | VANGUARD INDEX FDS | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 6 |
VYM | VANGUARD WHITEHALL FDS... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 6 |
SFYWQ | SWIFT ENERGY CO | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2015 | 6 |
AUTO | AUTOWEB INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
WORK | SLACK TECHNOLOGIES INC | 5 | 5 | 0.24% | 0.29% | 0.34% | Q3 2019 | Q3 2020 | 5 |
VSGX | VANGUARD WORLD FD | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2021 | 5 |
TWTR | TWITTER INC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q2 2015 | 5 |
ESGV | VANGUARD WORLD FD | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
BANR | BANNER CORP | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 5 |
ACWV | ISHARES INC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q4 2019 | 5 |
RAI | REYNOLDS AMERICAN INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 5 |
HOG | HARLEY DAVIDSON INC | 4 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2014 | 5 |
OKE | ONEOK INC NEW | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 5 |
DON | WISDOMTREE TR | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 5 |
CNC | CENTENE CORP DEL | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
KMI | KINDER MORGAN INC DEL | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2018 | 4 |
FEZ | SPDR INDEX SHS FDS | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PTGX | PROTAGONIST THERAPEUTI... | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
HTBK | HERITAGE COMMERCE CORP | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2020 | 4 |
NULV | NUSHARES ETF TR | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
CDLX | CARDLYTICS INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PEY | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 4 |
ITW | ILLINOIS TOOL WKS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
U | UNITY SOFTWARE INC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2021 | Q3 2021 | 3 |
MULE | MULESOFT INC | 3 | 3 | 0.07% | 0.09% | 0.14% | Q3 2017 | Q1 2018 | 3 |
ROC | ROCKWOOD HLDGS INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2014 | Q4 2014 | 3 |
WW | WEIGHT WATCHERS INTL I... | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2018 | 3 |
SPTS | SPDR SER TR | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2021 | 3 |
PRTA | PROTHENA CORP PLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
CCI | CROWN CASTLE INTL CORP... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
LIFE | LIFE TECHNOLOGIES CORP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
F | FORD MTR CO DEL | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
PCP | PRECISION CASTPARTS CORP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
DTN | WISDOMTREE TR | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
SCHB | SCHWAB STRATEGIC TR | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
DHS | WISDOMTREE TR | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 3 |
LULU | LULULEMON ATHLETICA INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 3 |
SH | PROSHARES TR | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
DD | DUPONT DE NEMOURS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
EA | ELECTRONIC ARTS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
UL | UNILEVER PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
ACES | ALPS ETF TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
LIN | LINDE PLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
QCOM | QUALCOMM INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 3 |
CGEN | COMPUGEN LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
RDNT | RADNET INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
IAU | ISHARES GOLD TR | 2 | 2 | 0.94% | 1.20% | 1.47% | Q2 2021 | Q3 2021 | 2 |
4945SC | KINDER MORGAN ENERGY P... | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
LVGO | LIVONGO HEALTH INC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
PAA | PLAINS ALL AMERN PIPEL... | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
RDSA | ROYAL DUTCH SHELL PLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
SYY | SYSCO CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
AVUV | AMERICAN CENTY ETF TR | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
ESRX | EXPRESS SCRIPTS HLDG CO | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q4 2014 | 2 |
GNR | SPDR INDEX SHS FDS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
PEY | POWERSHARES ETF TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
CMG | CHIPOTLE MEXICAN GRILL... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BDX | BECTON DICKINSON & CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DLN | WISDOMTREE TR | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 2 |
CNI | CANADIAN NATL RY CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
IJH | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
HSII | HEIDRICK & STRUGGLES I... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
TCX | TUCOWS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
XBI | SPDR SERIES TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
ZTS | ZOETIS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
DBEF | DBX ETF TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BLK | BLACKROCK INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
GDDY | GODADDY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
EFX | EQUIFAX INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
CGBD | TCG BDC INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 2 |
QUAL | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
DFAT | DIMENSIONAL ETF TRUST | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2021 | Q3 2021 | 1 |
ITOT | ISHARES | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2014 | Q1 2014 | 1 |
DFAC | DIMENSIONAL ETF TRUST | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
N109SC | DEMAND MEDIA INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
GOGO | GOGO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
LQD | ISHARES | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
GWPH | GW PHARMACEUTICALS PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
AGIO | AGIOS PHARMACEUTICALS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
FTS | FORTIS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
KIM | KIMCO RLTY CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
DBC | POWERSHARES DB CMDTY I... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
BPL | BUCKEYE PARTNERS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
PSTG | PURE STORAGE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
DJP | BARCLAYS BK PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
TY | TRI CONTL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
SDOG | ALPS ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
GSK | GLAXOSMITHKLINE PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
NBL | NOBLE ENERGY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
LCTU | BLACKROCK ETF TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
GSY | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
TDOC | TELADOC HEALTH INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DATA | TABLEAU SOFTWARE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
RGP | REGENCY ENERGY PARTNER... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
ET | ENERGY TRANSFER EQUITY... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CNNE | CANNAE HLDGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FMBI | FIRST MIDWEST BANCORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FTAI | FORTRESS TRANS INFRST ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
TRTX | TPG RE FIN TR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FDN | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PEI | PENNSYLVANIA RL ESTATE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
TXG | 10X GENOMICS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
USB | US BANCORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AVDV | AMERICAN CENTY ETF TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CLX | CLOROX CO DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
ICLN | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
INTU | INTUIT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MGY | MAGNOLIA OIL & GAS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
XRX | XEROX CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
EVGN | EVOGENE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NGD | NEW GOLD INC CDA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GGB | GERDAU SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BMYRT | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
N/A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
Download |
The securities at the top of the list , including SPDR S&P 500 ETF TR, VANGUARD TAX-MANAGED INTL FD, and ISHARES TR, are the highest-conviction holdings of BINGHAM OSBORN & SCARBOROUGH LLC.
The conviction is calculated by counting the number of quarters a security has been reported by BINGHAM OSBORN & SCARBOROUGH LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BINGHAM OSBORN & SCARBOROUGH LLC owns currently or has owned in the past.