$1.04 Billion is the total value of BINGHAM OSBORN & SCARBOROUGH LLC's 121 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $311,000 | – | 7,202 | +100.0% | 0.03% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $302,000 | – | 5,138 | +100.0% | 0.03% | – |
| GSY | New | CLAYMORE EXCHANGE TRD FD TRgugg ultr sh dur | $294,000 | – | 5,850 | +100.0% | 0.03% | – |
| FDX | New | FEDEX CORP | $259,000 | – | 1,194 | +100.0% | 0.02% | – |
| TJX | New | TJX COS INC NEW | $246,000 | – | 3,402 | +100.0% | 0.02% | – |
| UL | New | UNILEVER PLCspon adr new | $222,000 | – | 4,095 | +100.0% | 0.02% | – |
| KO | New | COCA COLA CO | $215,000 | – | 4,798 | +100.0% | 0.02% | – |
| AXP | New | AMERICAN EXPRESS CO | $203,000 | – | 2,411 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 34 | Q3 2021 | 34.2% |
| VANGUARD TAX-MANAGED INTL FD | 34 | Q3 2021 | 21.0% |
| ISHARES TR | 34 | Q3 2021 | 16.0% |
| ISHARES TR | 34 | Q3 2021 | 10.3% |
| VANGUARD WORLD FDS | 34 | Q3 2021 | 6.4% |
| VANGUARD INDEX FDS | 34 | Q3 2021 | 3.8% |
| ISHARES TR | 34 | Q3 2021 | 3.3% |
| UNITED PARCEL SERVICE INC | 34 | Q3 2021 | 1.3% |
| ISHARES TR | 34 | Q3 2021 | 1.5% |
| VANGUARD INTL EQUITY INDEX F | 34 | Q3 2021 | 1.9% |
View BINGHAM OSBORN & SCARBOROUGH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-05 |
| 13F-HR | 2021-10-26 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-04 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-02-05 |
| 13F-HR | 2019-11-04 |
View BINGHAM OSBORN & SCARBOROUGH LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.