$1.33 Billion is the total value of BINGHAM OSBORN & SCARBOROUGH LLC's 162 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $264,950,000 | +7.2% | 791,156 | -1.3% | 19.99% | +0.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $184,877,000 | +5.8% | 550,130 | -2.5% | 13.95% | -0.9% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $159,336,000 | +4.8% | 3,895,741 | -0.6% | 12.02% | -1.9% |
| IWB | Sell | ISHARES TRrus 1000 etf | $111,220,000 | +7.3% | 594,282 | -1.6% | 8.39% | +0.4% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $81,695,000 | +6.2% | 262,304 | -5.0% | 6.16% | -0.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $75,474,000 | +4.3% | 1,252,061 | -1.1% | 5.69% | -2.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $63,328,000 | +8.0% | 227,929 | -3.8% | 4.78% | +1.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $39,326,000 | +6.1% | 559,962 | +3.2% | 2.97% | -0.7% |
| APH | Buy | AMPHENOL CORP NEWcl a | $33,105,000 | +13.0% | 305,763 | +0.0% | 2.50% | +5.8% |
| AAPL | Buy | APPLE INC | $28,811,000 | +25.3% | 248,775 | +294.6% | 2.17% | +17.3% |
| AMZN | Sell | AMAZON COM INC | $22,617,000 | +14.1% | 7,183 | -0.1% | 1.71% | +6.8% |
| GLD | Buy | SPDR GOLD TR | $21,381,000 | +10.4% | 120,716 | +4.3% | 1.61% | +3.3% |
| TIP | Buy | ISHARES TRtips bd etf | $14,161,000 | +2.9% | 111,948 | +0.1% | 1.07% | -3.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $13,361,000 | +31.8% | 80,184 | -12.1% | 1.01% | +23.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $12,297,000 | +2.4% | 193,194 | -2.1% | 0.93% | -4.1% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $10,873,000 | +3.4% | 35,180 | -6.6% | 0.82% | -3.2% |
| MSFT | Sell | MICROSOFT CORP | $8,838,000 | +3.2% | 42,018 | -0.1% | 0.67% | -3.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $8,775,000 | +0.9% | 111,133 | +0.3% | 0.66% | -5.6% |
| TSLA | Buy | TESLA INC | $7,383,000 | +102.2% | 17,210 | +409.0% | 0.56% | +89.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $7,344,000 | +5.6% | 43,123 | -2.9% | 0.55% | -1.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $7,039,000 | +8.5% | 57,501 | +6.7% | 0.53% | +1.5% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $6,608,000 | +16.6% | 367,317 | +10.2% | 0.50% | +9.2% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $6,164,000 | +2.7% | 56,522 | -0.2% | 0.46% | -3.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $6,079,000 | +11.4% | 51,458 | +6.2% | 0.46% | +4.3% |
| DXCM | Sell | DEXCOM INC | $5,715,000 | -10.4% | 13,863 | -11.8% | 0.43% | -16.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,457,000 | +4.5% | 108,171 | -1.3% | 0.41% | -2.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,310,000 | +251.7% | 100,578 | +217.1% | 0.40% | +228.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $4,114,000 | +7.3% | 113,557 | -0.1% | 0.31% | +0.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,108,000 | +13.0% | 19,290 | -5.3% | 0.31% | +5.8% |
| WORK | Buy | SLACK TECHNOLOGIES INC | $3,488,000 | -13.1% | 129,852 | +0.6% | 0.26% | -18.8% |
| FB | Buy | FACEBOOK INCcl a | $3,399,000 | +20.5% | 12,980 | +4.5% | 0.26% | +12.8% |
| CRM | Sell | SALESFORCE COM INC | $3,287,000 | +33.6% | 13,077 | -0.4% | 0.25% | +25.3% |
| WFC | Sell | WELLS FARGO CO NEW | $3,190,000 | -8.4% | 135,671 | -0.2% | 0.24% | -14.2% |
| BAC | Sell | BK OF AMERICA CORP | $2,853,000 | +0.8% | 118,449 | -0.6% | 0.22% | -5.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,655,000 | -1.3% | 22,753 | -11.6% | 0.20% | -7.8% |
| ORCL | Sell | ORACLE CORP | $2,386,000 | -15.4% | 39,959 | -21.7% | 0.18% | -20.7% |
| EFV | Buy | ISHARES TReafe value etf | $2,344,000 | +9.6% | 58,091 | +8.6% | 0.18% | +2.9% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,201,000 | +29.2% | 15,436 | 0.0% | 0.17% | +21.2% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,170,000 | +138.2% | 19,300 | +129.2% | 0.16% | +124.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,162,000 | -74.2% | 15,553 | -77.8% | 0.16% | -75.9% |
| IDV | Buy | ISHARES TRintl sel div etf | $2,033,000 | -0.4% | 81,545 | +0.3% | 0.15% | -7.3% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $1,942,000 | +10.1% | 23,246 | +0.6% | 0.15% | +3.5% |
| KR | Sell | KROGER CO | $1,814,000 | +0.2% | 53,493 | -0.0% | 0.14% | -6.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,701,000 | +9.7% | 11,424 | +3.7% | 0.13% | +2.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,700,000 | +4.2% | 17,658 | +1.8% | 0.13% | -2.3% |
| ABBV | Buy | ABBVIE INC | $1,679,000 | -9.7% | 19,173 | +1.2% | 0.13% | -15.3% |
| ABT | Buy | ABBOTT LABS | $1,631,000 | +19.3% | 14,985 | +0.2% | 0.12% | +11.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,600,000 | +19.8% | 5 | 0.0% | 0.12% | +12.0% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,599,000 | +2.2% | 1,091 | -1.1% | 0.12% | -4.0% |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $1,529,000 | +6.0% | 7,324 | 0.0% | 0.12% | -0.9% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,450,000 | +3.2% | 987 | -0.7% | 0.11% | -3.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,420,000 | +115.2% | 6,546 | +90.3% | 0.11% | +101.9% |
| EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $1,350,000 | +14.4% | 19,743 | +8.6% | 0.10% | +7.4% |
| SBUX | Buy | STARBUCKS CORP | $1,328,000 | +17.3% | 15,455 | +0.5% | 0.10% | +9.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,215,000 | +11.1% | 3,422 | -5.1% | 0.09% | +4.5% |
| PEP | Sell | PEPSICO INC | $1,187,000 | -1.3% | 8,561 | -5.9% | 0.09% | -7.2% |
| CVX | Sell | CHEVRON CORP NEW | $1,123,000 | -22.0% | 15,593 | -3.3% | 0.08% | -26.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,098,000 | +8.5% | 8,535 | -1.2% | 0.08% | +1.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,103,000 | +6.2% | 3,975 | -1.3% | 0.08% | -1.2% |
| VV | VANGUARD INDEX FDSlarge cap etf | $1,082,000 | +9.4% | 6,919 | 0.0% | 0.08% | +2.5% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,068,000 | +10.0% | 24,709 | +0.8% | 0.08% | +3.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,043,000 | +14.2% | 5,296 | +1.1% | 0.08% | +6.8% |
| GWPH | New | GW PHARMACEUTICALS PLCads | $1,017,000 | – | 10,450 | +100.0% | 0.08% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $990,000 | +7.3% | 4,379 | +1.9% | 0.08% | +1.4% |
| IYW | ISHARES TRu.s. tech etf | $978,000 | +11.5% | 3,250 | 0.0% | 0.07% | +4.2% | |
| IDU | ISHARES TRu.s. utilits etf | $984,000 | +4.2% | 6,736 | 0.0% | 0.07% | -2.6% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $934,000 | +5.2% | 15,732 | 0.0% | 0.07% | -2.8% | |
| DLHC | Sell | DLH HLDGS CORP | $930,000 | -81.9% | 128,314 | -81.7% | 0.07% | -83.1% |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $879,000 | – | 17,035 | +100.0% | 0.07% | – |
| HEIA | HEICO CORP NEWcl a | $847,000 | +9.1% | 9,555 | 0.0% | 0.06% | +1.6% | |
| V | Buy | VISA INC | $845,000 | +6.7% | 4,225 | +3.0% | 0.06% | 0.0% |
| VOO | Sell | VANGUARD INDEX FDS | $779,000 | +4.6% | 2,533 | -3.6% | 0.06% | -1.7% |
| INTC | Sell | INTEL CORP | $772,000 | -17.3% | 14,907 | -4.5% | 0.06% | -22.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $774,000 | +8.4% | 5,165 | +3.5% | 0.06% | 0.0% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $766,000 | +5.1% | 7,716 | +3.2% | 0.06% | -1.7% |
| LVGO | Buy | LIVONGO HEALTH INC | $763,000 | +86.6% | 5,451 | +0.3% | 0.06% | +75.8% |
| TGT | Buy | TARGET CORP | $739,000 | +35.8% | 4,697 | +3.6% | 0.06% | +27.3% |
| WMT | Sell | WALMART INC | $725,000 | +3.1% | 5,182 | -11.7% | 0.06% | -3.5% |
| EEMX | Buy | SPDR INDEX SHS FDSmsci emr mkt etf | $719,000 | +37.5% | 10,887 | +24.3% | 0.05% | +28.6% |
| DIS | Buy | DISNEY WALT CO | $709,000 | +13.4% | 5,717 | +2.0% | 0.05% | +6.0% |
| BA | Buy | BOEING CO | $684,000 | -8.9% | 4,137 | +1.0% | 0.05% | -14.8% |
| T | Sell | AT&T INC | $679,000 | -8.2% | 23,806 | -2.8% | 0.05% | -15.0% |
| MRK | Sell | MERCK & CO. INC | $663,000 | +0.9% | 7,994 | -5.9% | 0.05% | -5.7% |
| AMGN | Buy | AMGEN INC | $667,000 | +8.1% | 2,625 | +0.3% | 0.05% | 0.0% |
| XOM | Sell | EXXON MOBIL CORP | $635,000 | -42.9% | 18,490 | -25.6% | 0.05% | -46.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $641,000 | 0.0% | 5,271 | -0.6% | 0.05% | -7.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $584,000 | -11.6% | 9,823 | -18.0% | 0.04% | -17.0% |
| HD | Sell | HOME DEPOT INC | $548,000 | +7.0% | 1,972 | -3.5% | 0.04% | 0.0% |
| MCD | Buy | MCDONALDS CORP | $541,000 | +23.2% | 2,465 | +3.6% | 0.04% | +17.1% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $530,000 | +8.2% | 3,603 | -1.7% | 0.04% | +2.6% |
| PFE | Buy | PFIZER INC | $517,000 | +18.0% | 14,086 | +5.2% | 0.04% | +11.4% |
| KO | Buy | COCA COLA CO | $499,000 | +14.4% | 10,113 | +3.7% | 0.04% | +8.6% |
| DVY | Sell | ISHARES TRselect divid etf | $507,000 | -7.5% | 6,221 | -8.4% | 0.04% | -13.6% |
| LOW | Buy | LOWES COS INC | $504,000 | +33.3% | 3,037 | +8.6% | 0.04% | +26.7% |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $490,000 | – | 7,930 | +100.0% | 0.04% | – |
| CSCO | Sell | CISCO SYS INC | $483,000 | -24.2% | 12,274 | -10.1% | 0.04% | -29.4% |
| HON | Sell | HONEYWELL INTL INC | $453,000 | -39.3% | 2,750 | -46.7% | 0.03% | -43.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $443,000 | +80.8% | 5,741 | +71.9% | 0.03% | +65.0% |
| CSX | CSX CORP | $441,000 | +11.4% | 5,675 | 0.0% | 0.03% | +3.1% | |
| AGG | ISHARES TRcore us aggbd et | $424,000 | -0.2% | 3,592 | 0.0% | 0.03% | -5.9% | |
| MMM | Sell | 3M CO | $425,000 | -2.3% | 2,656 | -4.8% | 0.03% | -8.6% |
| SJM | Buy | SMUCKER J M CO | $421,000 | +9.4% | 3,643 | +0.1% | 0.03% | +3.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $430,000 | +10.0% | 1,379 | +4.1% | 0.03% | 0.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $415,000 | +11.9% | 1,227 | -2.2% | 0.03% | +3.3% |
| NEE | Buy | NEXTERA ENERGY INC | $404,000 | +21.7% | 1,457 | +5.4% | 0.03% | +11.1% |
| NFLX | Sell | NETFLIX INC | $398,000 | +7.0% | 796 | -2.7% | 0.03% | 0.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $388,000 | +4.3% | 6,442 | +1.7% | 0.03% | -3.3% |
| SLV | Buy | ISHARES SILVER TRishares | $378,000 | +29.9% | 17,477 | +2.1% | 0.03% | +26.1% |
| KMB | Buy | KIMBERLY CLARK CORP | $379,000 | +5.3% | 2,567 | +0.9% | 0.03% | 0.0% |
| OEF | ISHARES TRs&p 100 etf | $378,000 | +9.2% | 2,430 | 0.0% | 0.03% | +3.6% | |
| LLY | Sell | LILLY ELI & CO | $375,000 | -15.5% | 2,533 | -6.4% | 0.03% | -22.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $369,000 | -7.1% | 23,384 | +7.0% | 0.03% | -12.5% |
| FDX | New | FEDEX CORP | $355,000 | – | 1,413 | +100.0% | 0.03% | – |
| TXN | Buy | TEXAS INSTRS INC | $361,000 | +45.6% | 2,529 | +29.3% | 0.03% | +35.0% |
| UNP | Buy | UNION PAC CORP | $359,000 | +21.7% | 1,825 | +4.6% | 0.03% | +12.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $361,000 | +21.5% | 817 | -0.5% | 0.03% | +12.5% |
| DHR | Sell | DANAHER CORPORATION | $359,000 | +21.7% | 1,666 | -0.3% | 0.03% | +12.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $339,000 | -6.9% | 2,433 | -0.4% | 0.03% | -10.3% |
| LULU | LULULEMON ATHLETICA INC | $341,000 | +5.6% | 1,034 | 0.0% | 0.03% | 0.0% | |
| MKC | MCCORMICK & CO INC | $345,000 | +8.2% | 1,777 | 0.0% | 0.03% | 0.0% | |
| ALB | ALBEMARLE CORP | $350,000 | +15.5% | 3,921 | 0.0% | 0.03% | +8.3% | |
| IDXX | Buy | IDEXX LABS INC | $337,000 | +19.5% | 857 | +0.4% | 0.02% | +8.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $336,000 | +12.4% | 686 | -0.3% | 0.02% | +4.2% |
| DLS | WISDOMTREE TRintl smcap div | $332,000 | +7.8% | 5,543 | 0.0% | 0.02% | 0.0% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $334,000 | +27.5% | 1,559 | +4.6% | 0.02% | +19.0% |
| NVDA | Buy | NVIDIA CORPORATION | $317,000 | +51.7% | 585 | +6.6% | 0.02% | +41.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $310,000 | +5.1% | 3,091 | -0.4% | 0.02% | -4.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $285,000 | +4.4% | 841 | 0.0% | 0.02% | 0.0% | |
| CAT | Sell | CATERPILLAR INC DEL | $285,000 | -25.0% | 1,910 | -36.4% | 0.02% | -29.0% |
| SDY | SPDR SER TRs&p divid etf | $288,000 | +1.4% | 3,116 | 0.0% | 0.02% | -4.3% | |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $273,000 | – | 930 | +100.0% | 0.02% | – |
| BANR | Sell | BANNER CORP | $272,000 | -43.9% | 8,439 | -33.9% | 0.02% | -46.2% |
| EA | Buy | ELECTRONIC ARTS INC | $274,000 | -0.7% | 2,098 | +0.5% | 0.02% | -4.5% |
| SH | PROSHARES TRshort s&p 500 ne | $260,000 | -9.1% | 12,788 | 0.0% | 0.02% | -13.0% | |
| MELI | Sell | MERCADOLIBRE INC | $259,000 | +2.0% | 239 | -7.4% | 0.02% | 0.0% |
| AVB | Sell | AVALONBAY CMNTYS INC | $271,000 | -3.9% | 1,814 | -0.5% | 0.02% | -13.0% |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $256,000 | – | 1,359 | +100.0% | 0.02% | – |
| NKE | Sell | NIKE INCcl b | $255,000 | +18.1% | 2,033 | -7.7% | 0.02% | +11.8% |
| AMAT | Sell | APPLIED MATLS INC | $255,000 | -4.5% | 4,289 | -3.1% | 0.02% | -13.6% |
| VB | VANGUARD INDEX FDSsmall cp etf | $258,000 | +5.7% | 1,677 | 0.0% | 0.02% | -5.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $250,000 | +3.3% | 1,295 | -6.4% | 0.02% | -5.0% |
| DOV | Sell | DOVER CORP | $248,000 | +5.5% | 2,288 | -6.0% | 0.02% | 0.0% |
| ECL | ECOLAB INC | $243,000 | +0.4% | 1,215 | 0.0% | 0.02% | -10.0% | |
| LIN | Buy | LINDE PLC | $235,000 | +16.3% | 988 | +3.9% | 0.02% | +12.5% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $237,000 | +5.8% | 7,541 | 0.0% | 0.02% | 0.0% | |
| CMCSA | New | COMCAST CORP NEWcl a | $236,000 | – | 5,098 | +100.0% | 0.02% | – |
| IWV | Buy | ISHARES TRrussell 3000 etf | $229,000 | +9.0% | 1,169 | +0.1% | 0.02% | 0.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $223,000 | +0.9% | 2,132 | -4.0% | 0.02% | -5.6% |
| TXG | New | 10X GENOMICS INC | $227,000 | – | 1,820 | +100.0% | 0.02% | – |
| TM | Sell | TOYOTA MOTOR CORP | $220,000 | -0.5% | 1,661 | -5.8% | 0.02% | -5.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $222,000 | 0.0% | 2,677 | +0.1% | 0.02% | -5.6% |
| QCOM | New | QUALCOMM INC | $208,000 | – | 1,771 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $214,000 | – | 940 | +100.0% | 0.02% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $207,000 | – | 3,502 | +100.0% | 0.02% | – |
| GE | Sell | GENERAL ELECTRIC CO | $210,000 | -22.8% | 33,769 | -15.1% | 0.02% | -27.3% |
| SHY | ISHARES TR1 3 yr treas bd | $201,000 | -0.5% | 2,327 | 0.0% | 0.02% | -6.2% | |
| EEM | New | ISHARES TRmsci emg mkt etf | $204,000 | – | 4,622 | +100.0% | 0.02% | – |
| HYB | Sell | NEW AMER HIGH INCOME FD INC | $182,000 | -74.6% | 22,310 | -75.7% | 0.01% | -75.9% |
| RDNT | RADNET INC | $169,000 | -3.4% | 11,000 | 0.0% | 0.01% | -7.1% | |
| HTBK | HERITAGE COMM CORP | $170,000 | -11.5% | 25,603 | 0.0% | 0.01% | -13.3% | |
| ADMS | Sell | ADAMAS PHARMACEUTICALS INC | $142,000 | -67.8% | 34,516 | -80.0% | 0.01% | -69.4% |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $34,000 | – | 15,000 | +100.0% | 0.00% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -926 | -100.0% | -0.02% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -5,617 | -100.0% | -0.02% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,100 | -100.0% | -0.02% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -4,418 | -100.0% | -0.02% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -4,686 | -100.0% | -0.03% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -5,314 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
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.