$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,739,000 | +8.7% | 5 | 0.0% | 0.14% | +14.0% | |
| DLHC | DLH HLDGS CORP | $1,196,000 | +28.6% | 128,314 | 0.0% | 0.10% | +35.7% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $986,000 | +5.6% | 15,732 | 0.0% | 0.08% | +11.4% | |
| OEF | ISHARES TRs&p 100 etf | $417,000 | +10.3% | 2,430 | 0.0% | 0.03% | +13.8% | |
| DLS | WISDOMTREE TRintl smcap div | $378,000 | +13.9% | 5,543 | 0.0% | 0.03% | +20.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $353,000 | +23.9% | 841 | 0.0% | 0.03% | +27.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $238,000 | +11.2% | 940 | 0.0% | 0.02% | +18.8% | |
| SHY | ISHARES TR1 3 yr treas bd | $201,000 | 0.0% | 2,327 | 0.0% | 0.02% | +6.7% |
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.