$1.26 Billion is the total value of BINGHAM OSBORN & SCARBOROUGH LLC's 132 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 32.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $258,053,000 | -2.6% | 690,203 | -12.8% | 20.54% | +2.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $200,811,000 | +8.6% | 534,939 | -2.8% | 15.99% | +14.6% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $165,826,000 | +4.1% | 3,512,517 | -9.8% | 13.20% | +9.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $114,426,000 | +2.9% | 540,152 | -9.1% | 9.11% | +8.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $82,439,000 | +9.2% | 1,193,219 | -4.7% | 6.56% | +15.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $80,703,000 | -1.2% | 228,111 | -13.0% | 6.42% | +4.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $64,254,000 | +1.5% | 204,799 | -10.1% | 5.12% | +7.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $50,092,000 | +27.4% | 545,067 | -2.7% | 3.99% | +34.4% |
| GLD | Buy | SPDR GOLD TR | $21,698,000 | +1.5% | 121,655 | +0.8% | 1.73% | +7.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $19,387,000 | +265.1% | 312,496 | +210.7% | 1.54% | +284.8% |
| AAPL | Sell | APPLE INC | $14,227,000 | -50.6% | 107,222 | -56.9% | 1.13% | -47.9% |
| TIP | Sell | ISHARES TRtips bd etf | $14,029,000 | -0.9% | 109,902 | -1.8% | 1.12% | +4.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $13,131,000 | +6.8% | 179,974 | -6.8% | 1.04% | +12.6% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $11,071,000 | +1.8% | 31,645 | -10.0% | 0.88% | +7.4% |
| TSLA | Sell | TESLA INC | $10,373,000 | +40.5% | 14,700 | -14.6% | 0.83% | +48.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $10,049,000 | +42.8% | 123,590 | +114.9% | 0.80% | +50.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $9,135,000 | -31.6% | 54,244 | -32.4% | 0.73% | -27.9% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $8,057,000 | +21.9% | 444,383 | +21.0% | 0.64% | +28.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $7,810,000 | -11.0% | 91,961 | -17.3% | 0.62% | -6.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $7,592,000 | +3.4% | 39,008 | -9.5% | 0.60% | +9.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $6,442,000 | +6.0% | 47,117 | -8.4% | 0.51% | +11.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,930,000 | +8.7% | 101,610 | -6.1% | 0.47% | +14.6% |
| MSFT | Sell | MICROSOFT CORP | $5,320,000 | -39.8% | 23,918 | -43.1% | 0.42% | -36.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,909,000 | +34.1% | 22,727 | +17.8% | 0.23% | +41.5% |
| EFV | Buy | ISHARES TReafe value etf | $2,790,000 | +19.0% | 59,114 | +1.8% | 0.22% | +25.4% |
| CNC | New | CENTENE CORP DEL | $2,562,000 | – | 42,685 | +100.0% | 0.20% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,445,000 | -7.9% | 18,801 | -17.4% | 0.20% | -2.5% |
| IDV | Sell | ISHARES TRintl sel div etf | $2,375,000 | +16.8% | 80,589 | -1.2% | 0.19% | +23.5% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $2,189,000 | +12.7% | 23,547 | +1.3% | 0.17% | +18.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,894,000 | -53.9% | 8,168 | -57.7% | 0.15% | -51.3% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $1,864,000 | -69.8% | 12,686 | -77.6% | 0.15% | -68.2% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,739,000 | +8.7% | 5 | 0.0% | 0.14% | +14.0% | |
| JNJ | Sell | JOHNSON & JOHNSON | $1,712,000 | +0.6% | 10,876 | -4.8% | 0.14% | +6.2% |
| AMZN | Sell | AMAZON COM INC | $1,677,000 | -92.6% | 515 | -92.8% | 0.13% | -92.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,534,000 | +8.0% | 6,359 | -2.9% | 0.12% | +14.0% |
| EFAX | Sell | SPDR INDEX SHS FDSmsci eafe fs etf | $1,526,000 | +13.0% | 19,582 | -0.8% | 0.12% | +18.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,400,000 | -12.4% | 799 | -26.8% | 0.11% | -8.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,315,000 | +23.1% | 26,243 | +6.2% | 0.10% | +29.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,232,000 | +18.1% | 5,259 | -0.7% | 0.10% | +24.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,225,000 | -15.5% | 699 | -29.2% | 0.10% | -10.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,208,000 | +9.5% | 3,952 | -0.6% | 0.10% | +15.7% |
| DLHC | DLH HLDGS CORP | $1,196,000 | +28.6% | 128,314 | 0.0% | 0.10% | +35.7% | |
| IDU | Buy | ISHARES TRu.s. utilits etf | $1,045,000 | +6.2% | 13,472 | +100.0% | 0.08% | +12.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,044,000 | -51.7% | 7,505 | -51.7% | 0.08% | -49.1% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,035,000 | -5.7% | 7,335 | -14.1% | 0.08% | -1.2% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,028,000 | +17.0% | 17,349 | +1.8% | 0.08% | +24.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,018,000 | -40.1% | 8,008 | -54.6% | 0.08% | -36.7% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $986,000 | +5.6% | 15,732 | 0.0% | 0.08% | +11.4% | |
| SCHW | Sell | SCHWAB CHARLES CORP | $936,000 | -77.2% | 17,653 | -84.5% | 0.08% | -75.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $899,000 | +16.1% | 4,584 | -11.2% | 0.07% | +24.1% |
| EEMX | Buy | SPDR INDEX SHS FDSmsci emr mkt etf | $845,000 | +17.5% | 10,944 | +0.5% | 0.07% | +24.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $737,000 | -39.3% | 1,956 | -42.8% | 0.06% | -35.9% |
| VOO | Sell | VANGUARD INDEX FDS | $703,000 | -9.8% | 2,045 | -19.3% | 0.06% | -5.1% |
| IYW | Buy | ISHARES TRu.s. tech etf | $699,000 | -28.5% | 8,211 | +152.6% | 0.06% | -24.3% |
| V | Sell | VISA INC | $688,000 | -18.6% | 3,144 | -25.6% | 0.06% | -14.1% |
| FB | Sell | FACEBOOK INCcl a | $669,000 | -80.3% | 2,450 | -81.1% | 0.05% | -79.3% |
| TGT | Sell | TARGET CORP | $652,000 | -11.8% | 3,692 | -21.4% | 0.05% | -7.1% |
| BA | Sell | BOEING CO | $617,000 | -9.8% | 2,882 | -30.3% | 0.05% | -5.8% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $588,000 | +10.9% | 7,136 | +98.1% | 0.05% | +17.5% |
| DIS | Sell | DISNEY WALT CO | $596,000 | -15.9% | 3,288 | -42.5% | 0.05% | -11.3% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $589,000 | +20.2% | 8,399 | +5.9% | 0.05% | +27.0% |
| DVY | Sell | ISHARES TRselect divid etf | $589,000 | +16.2% | 6,121 | -1.6% | 0.05% | +23.7% |
| AMGN | Sell | AMGEN INC | $564,000 | -15.4% | 2,453 | -6.6% | 0.04% | -10.0% |
| NEE | Buy | NEXTERA ENERGY INC | $570,000 | +41.1% | 7,387 | +407.0% | 0.04% | +50.0% |
| ABBV | Sell | ABBVIE INC | $550,000 | -67.2% | 5,129 | -73.2% | 0.04% | -65.4% |
| MRK | Sell | MERCK & CO. INC | $548,000 | -17.3% | 6,702 | -16.2% | 0.04% | -12.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $523,000 | -10.4% | 8,906 | -9.3% | 0.04% | -4.5% |
| PTGX | New | PROTAGONIST THERAPEUTICS INC | $517,000 | – | 25,640 | +100.0% | 0.04% | – |
| ORCL | Sell | ORACLE CORP | $506,000 | -78.8% | 7,820 | -80.4% | 0.04% | -77.8% |
| WMT | Sell | WALMART INC | $499,000 | -31.2% | 3,461 | -33.2% | 0.04% | -27.3% |
| CDLX | New | CARDLYTICS INC | $471,000 | – | 3,300 | +100.0% | 0.04% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC | $450,000 | +4.7% | 1,283 | -7.0% | 0.04% | +12.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $441,000 | -59.2% | 2,507 | -63.8% | 0.04% | -57.3% |
| VO | New | VANGUARD INDEX FDSmid cap etf | $441,000 | – | 2,132 | +100.0% | 0.04% | – |
| CSCO | Sell | CISCO SYS INC | $439,000 | -9.1% | 9,812 | -20.1% | 0.04% | -2.8% |
| IDXX | Sell | IDEXX LABS INC | $426,000 | +26.4% | 853 | -0.5% | 0.03% | +36.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $429,000 | +18.8% | 922 | +12.9% | 0.03% | +25.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $422,000 | +24.5% | 2,396 | -1.5% | 0.03% | +30.8% |
| AMAT | Buy | APPLIED MATLS INC | $428,000 | +67.8% | 4,965 | +15.8% | 0.03% | +78.9% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $420,000 | – | 7,607 | +100.0% | 0.03% | – |
| OEF | ISHARES TRs&p 100 etf | $417,000 | +10.3% | 2,430 | 0.0% | 0.03% | +13.8% | |
| TXN | Sell | TEXAS INSTRS INC | $409,000 | +13.3% | 2,491 | -1.5% | 0.03% | +22.2% |
| SLV | Sell | ISHARES SILVER TRishares | $411,000 | +8.7% | 16,717 | -4.3% | 0.03% | +13.8% |
| HD | Sell | HOME DEPOT INC | $408,000 | -25.5% | 1,537 | -22.1% | 0.03% | -22.0% |
| BANR | Buy | BANNER CORP | $397,000 | +46.0% | 8,516 | +0.9% | 0.03% | +52.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $398,000 | -37.9% | 3,162 | -40.0% | 0.03% | -33.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $404,000 | -47.3% | 3,066 | -60.3% | 0.03% | -44.8% |
| T | Sell | AT&T INC | $390,000 | -42.6% | 13,545 | -43.1% | 0.03% | -39.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $395,000 | +1.8% | 6,374 | -1.1% | 0.03% | +6.9% |
| PEP | Sell | PEPSICO INC | $373,000 | -68.6% | 2,516 | -70.6% | 0.03% | -66.7% |
| MELI | Sell | MERCADOLIBRE INC | $379,000 | +46.3% | 226 | -5.4% | 0.03% | +50.0% |
| MCD | Sell | MCDONALDS CORP | $376,000 | -30.5% | 1,753 | -28.9% | 0.03% | -26.8% |
| KO | Sell | COCA COLA CO | $373,000 | -25.3% | 6,807 | -32.7% | 0.03% | -21.1% |
| DHR | Buy | DANAHER CORPORATION | $382,000 | +6.4% | 1,721 | +3.3% | 0.03% | +11.1% |
| DLS | WISDOMTREE TRintl smcap div | $378,000 | +13.9% | 5,543 | 0.0% | 0.03% | +20.0% | |
| MMM | Sell | 3M CO | $378,000 | -11.1% | 2,161 | -18.6% | 0.03% | -6.2% |
| ABT | Sell | ABBOTT LABS | $377,000 | -76.9% | 3,444 | -77.0% | 0.03% | -75.6% |
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $364,000 | – | 11,059 | +100.0% | 0.03% | – |
| UNP | Sell | UNION PAC CORP | $370,000 | +3.1% | 1,776 | -2.7% | 0.03% | +7.4% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $353,000 | +23.9% | 841 | 0.0% | 0.03% | +27.3% | |
| TDOC | New | TELADOC HEALTH INC | $338,000 | – | 1,689 | +100.0% | 0.03% | – |
| MKC | Buy | MCCORMICK & CO INC | $342,000 | -0.9% | 3,576 | +101.2% | 0.03% | +3.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $336,000 | -19.0% | 942 | -23.2% | 0.03% | -12.9% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $337,000 | – | 2,370 | +100.0% | 0.03% | – |
| INTC | Sell | INTEL CORP | $333,000 | -56.9% | 6,685 | -55.2% | 0.03% | -53.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $326,000 | -23.1% | 2,762 | -23.1% | 0.03% | -18.8% |
| HON | Sell | HONEYWELL INTL INC | $314,000 | -30.7% | 1,478 | -46.3% | 0.02% | -26.5% |
| DOV | Buy | DOVER CORP | $289,000 | +16.5% | 2,291 | +0.1% | 0.02% | +21.1% |
| PFE | Sell | PFIZER INC | $288,000 | -44.3% | 7,822 | -44.5% | 0.02% | -41.0% |
| WFC | Sell | WELLS FARGO CO NEW | $290,000 | -90.9% | 9,605 | -92.9% | 0.02% | -90.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $274,000 | -11.6% | 2,267 | -26.7% | 0.02% | -4.3% |
| ECL | Sell | ECOLAB INC | $262,000 | +7.8% | 1,212 | -0.2% | 0.02% | +16.7% |
| KMB | Sell | KIMBERLY-CLARK CORP | $259,000 | -31.7% | 1,923 | -25.1% | 0.02% | -27.6% |
| CAT | Sell | CATERPILLAR INC | $263,000 | -7.7% | 1,444 | -24.4% | 0.02% | -4.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $254,000 | +13.9% | 2,133 | +0.0% | 0.02% | +17.6% |
| LLY | Sell | LILLY ELI & CO | $257,000 | -31.5% | 1,524 | -39.8% | 0.02% | -28.6% |
| ACN | Sell | ACCENTURE PLC IRELAND | $248,000 | -74.9% | 949 | -78.3% | 0.02% | -73.3% |
| VUG | VANGUARD INDEX FDSgrowth etf | $238,000 | +11.2% | 940 | 0.0% | 0.02% | +18.8% | |
| XOM | Sell | EXXON MOBIL CORP | $235,000 | -63.0% | 5,708 | -69.1% | 0.02% | -60.4% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $223,000 | -39.6% | 11,364 | -51.4% | 0.02% | -35.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $224,000 | -5.1% | 4,267 | -16.3% | 0.02% | 0.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $220,000 | +6.3% | 3,217 | -8.1% | 0.02% | +12.5% |
| NVDA | Sell | NVIDIA CORPORATION | $227,000 | -28.4% | 434 | -25.8% | 0.02% | -25.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $219,000 | -15.1% | 1,124 | -33.0% | 0.02% | -10.5% |
| GS | New | GOLDMAN SACHS GROUP INC | $219,000 | – | 829 | +100.0% | 0.02% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $211,000 | -36.8% | 889 | -43.0% | 0.02% | -32.0% |
| DTD | New | WISDOMTREE TRus total dividnd | $216,000 | – | 2,062 | +100.0% | 0.02% | – |
| GDDY | New | GODADDY INCcl a | $208,000 | – | 2,506 | +100.0% | 0.02% | – |
| HYB | Buy | NEW AMER HIGH INCOME FD INC | $197,000 | +8.2% | 22,715 | +1.8% | 0.02% | +14.3% |
| SHY | ISHARES TR1 3 yr treas bd | $201,000 | 0.0% | 2,327 | 0.0% | 0.02% | +6.7% | |
| NFLX | Sell | NETFLIX INC | $202,000 | -49.2% | 374 | -53.0% | 0.02% | -46.7% |
| GE | Sell | GENERAL ELECTRIC CO | $130,000 | -38.1% | 12,081 | -64.2% | 0.01% | -37.5% |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | -15,000 | -100.0% | -0.00% | – |
| ADMS | Exit | ADAMAS PHARMACEUTICALS INC | $0 | – | -34,516 | -100.0% | -0.01% | – |
| RDNT | Exit | RADNET INC | $0 | – | -11,000 | -100.0% | -0.01% | – |
| HTBK | Exit | HERITAGE COMM CORP | $0 | – | -25,603 | -100.0% | -0.01% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -4,622 | -100.0% | -0.02% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,771 | -100.0% | -0.02% | – |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -1,661 | -100.0% | -0.02% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,169 | -100.0% | -0.02% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,677 | -100.0% | -0.02% | – |
| TXG | Exit | 10X GENOMICS INC | $0 | – | -1,820 | -100.0% | -0.02% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -7,541 | -100.0% | -0.02% | – |
| LIN | Exit | LINDE PLC | $0 | – | -988 | -100.0% | -0.02% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,033 | -100.0% | -0.02% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -1,359 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,295 | -100.0% | -0.02% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -12,788 | -100.0% | -0.02% | – |
| AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -1,814 | -100.0% | -0.02% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -2,098 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -930 | -100.0% | -0.02% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -3,116 | -100.0% | -0.02% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -686 | -100.0% | -0.02% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -1,034 | -100.0% | -0.03% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -3,921 | -100.0% | -0.03% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,413 | -100.0% | -0.03% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -3,643 | -100.0% | -0.03% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -5,741 | -100.0% | -0.03% | – |
| CSX | Exit | CSX CORP | $0 | – | -5,675 | -100.0% | -0.03% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -3,037 | -100.0% | -0.04% | – |
| LVGO | Exit | LIVONGO HEALTH INC | $0 | – | -5,451 | -100.0% | -0.06% | – |
| HEIA | Exit | HEICO CORP NEWcl a | $0 | – | -9,555 | -100.0% | -0.06% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -10,450 | -100.0% | -0.08% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -15,593 | -100.0% | -0.08% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -15,455 | -100.0% | -0.10% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -7,324 | -100.0% | -0.12% | – |
| KR | Exit | KROGER CO | $0 | – | -53,493 | -100.0% | -0.14% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -15,436 | -100.0% | -0.17% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -118,449 | -100.0% | -0.22% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -13,077 | -100.0% | -0.25% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -129,852 | -100.0% | -0.26% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -13,863 | -100.0% | -0.43% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -305,763 | -100.0% | -2.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
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.