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Reported Holdings Of The
Bingham Osborn & Scarborough LLC

Legal Name: BINGHAM, OSBORN & SCARBOROUGH LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 2, 2019

Security Shares Held / Principal Amount Market Value Option
SPDR S&P 500 ETF TR TR UNIT (78462F103) 932,436 $273,204k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 4,968,137 $207,221k
ISHARES TR CORE S&P500 ETF (464287200) 492,192 $145,074k
ISHARES TR RUS 1000 ETF (464287622) 550,654 $89,641k
VANGUARD WORLD FDS INF TECH ET (92204A702) 306,941 $64,731k
INVESCO QQQ TR UNIT SER 1 (46090E103) 264,719 $49,434k
AMPHENOL CORPORATION (032095101) 327,247 $31,396k
ISHARES TR CORE MSCI EAFE (46432F842) 372,494 $22,871k
ISHARES TR (464287176) 119,456 $13,796k
Amazon.com Inc (023135106) 7,146 $13,532k
ISHARES (464287465) 179,272 $11,784k
Apple Inc (037833100) 58,212 $11,521k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 117,639 $10,282k
UNITED PARCEL SERVIC (911312106) 95,457 $9,858k
PROCTER & GAMBLE CO (742718109) 87,635 $9,609k
ISHARES TR (464287549) 40,839 $8,807k
VANGUARD INTL EQUITY INDEX F (922042775) 142,329 $7,257k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 44,534 $6,684k
WELLS FARGO CO NEW (949746101) 135,046 $6,390k
MICROSOFT CORP (594918104) 45,518 $6,098k
SPDR GOLD TR GOLD (78463V107) 44,587 $5,939k
FIRST REPUBLIC BANK (33616C100) 58,385 $5,701k
ISHARES GOLD TRUST ISHARES (464285105) 387,183 $5,227k
Facebook Inc (30303M102) 21,861 $4,219k
Berkshire Hathaway, Inc. (084670702) 19,077 $4,067k
Charles Schwab Corp/The (808513105) 100,183 $4,026k
ISHARES TR RUS 1000 VAL ETF (464287598) 31,279 $3,979k
Bank of America Corp. (060505104) 121,012 $3,509k
DEXCOM INC (252131107) 20,956 $3,140k
salesforce.com Inc (79466L302) 16,972 $2,575k
SELECT SECTOR SPDR (81369Y803) 32,043 $2,501k
Chevron Corp (166764100) 18,558 $2,309k
JAZZ PHARMA PLC (G50871105) 15,412 $2,197k
JPMORGAN CHASE & CO (46625H100) 18,088 $2,022k
ABBVIE INC (00287Y109) 22,728 $1,653k
ISHARES INC CORE MSCI EMKT (46434G103) 31,733 $1,632k
Exxon Mobil Corp (30231G102) 20,880 $1,600k
BERKSHIRE HATHAWAY (084670108) 5 $1,592k
ISHARES TR S&P 500 VAL ETF (464287408) 13,496 $1,573k
Boeing Co/The (097023105) 4,140 $1,507k
ISHARES (464288448) 47,070 $1,446k
WILLIS TOWERS WATSON PLC SHS (G96629103) 7,249 $1,388k
ISHARES (464288877) 28,491 $1,370k
JOHNSON & JOHNSON (478160104) 9,768 $1,360k
ALPHABET INC (02079K305) 1,244 $1,347k
ISHARES (464287630) 10,789 $1,300k
STARBUCKS CORP (855244109) 15,231 $1,277k
ABBOTT LABS (002824100) 14,392 $1,210k
SPDR DOW JONES INDL (78467X109) 4,500 $1,196k
Alphabet Inc (02079K107) 1,098 $1,187k
ACCENTURE PLC IRELAND (G1151C101) 6,391 $1,181k
Square Inc (852234103) 16,281 $1,181k
ISHARES TR CORE S&P SCP ETF (464287804) 15,052 $1,178k
KROGER CO (501044101) 53,365 $1,159k
ORACLE CORP (68389X105) 19,340 $1,102k
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886) 17,522 $1,045k
ISHARES TR U.S. UTILITS ETF (464287697) 6,736 $1,016k
COSTCO WHSL CORP (22160K105) 3,803 $1,005k
PEPSICO INC (713448108) 7,630 $1,001k
AT&T INC (00206R102) 29,806 $999k
HEICO CORP NEW (422806208) 9,533 $985k
VANGUARD INDEX FDS (922908637) 7,119 $959k
ADAMAS PHARMACEUTICALS INC (00548A106) 142,063 $881k
INTEL CORP (458140100) 18,118 $867k
VANGUARD GROUP (921908844) 7,432 $856k
ISHARES TR RUSSELL 2000 ETF (464287655) 5,330 $829k
ISHARES TR RUS 1000 GRW ETF (464287614) 5,072 $798k
FAIR ISAAC INC (303250104) 2,494 $783k
HONEYWELL INTL INC (438516106) 4,382 $765k
New America High Income Fund (641876800) 85,690 $760k
DISNEY WALT CO (254687106) 5,431 $758k
CISCO SYSTEMS INC (17275R102) 13,361 $731k
Tesla Inc (88160R101) 3,241 $724k
PFIZER INC (717081103) 16,055 $695k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 2,572 $692k
ISHARES TR U.S. TECH ETF (464287721) 3,250 $643k
ISHARES (464287168) 6,432 $640k
VISA INC COM CL A (92826C839) 3,620 $628k
SPDR SERIES TRUST (78468R796) 8,636 $618k
HOME DEPOT INC (437076102) 2,953 $614k
SMUCKER J M CO (832696405) 5,322 $613k
ADP (053015103) 3,682 $609k
PayPal Holdings Inc (70450Y103) 5,169 $592k
MCDONALDS CORP (580135101) 2,794 $580k
MERCK & CO INC (58933Y105) 6,836 $573k
ENTERPRISE PRODS (293792107) 19,239 $555k
INTL BUSINESS MCHN (459200101) 3,999 $551k
AMGEN INC (031162100) 2,813 $518k
VERIZON COMMUNICATIONS (92343V104) 9,046 $517k
WALMART INC COM (931142103) 4,548 $502k
COCA-COLA CO (191216100) 8,800 $448k
iShares MSCI USA ESG Select ET (464288802) 3,650 $445k
CSX CORP (126408103) 5,710 $442k
3M CO (88579Y101) 2,427 $421k
ISHA (464287101) 3,210 $416k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 1,166 $413k
Caterpillar Inc (149123101) 3,000 $409k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 9,538 $406k
VANGUARD INDEX FDS SMALL CP ET (922908751) 2,569 $403k
ISHARES TR CORE US AGGBD ET (464287226) 3,489 $389k
EMERSON ELEC CO (291011104) 5,751 $384k
Valero Energy Corp (91913Y100) 4,471 $383k
TARGET CORPORATION (87612E106) 4,421 $383k
AVALONBAY COMMUNTIES (053484101) 1,830 $372k
KIMBERLY CLARK CORP (494368103) 2,779 $370k
WISDOMTREE TR (97717W760) 5,531 $360k
ISHARES SILVER TRUST (46428Q109) 24,406 $350k
Netflix Inc (64110L106) 907 $333k
UNITEDHEALTH GRP INC (91324P102) 1,286 $314k
VANECK VECTORS ETF TR (92189F841) 8,500 $312k
American Express Co. (025816109) 2,493 $308k
SCHWAB STRATEGIC TR (808524805) 9,489 $304k
COLGATE PALMOLIVE CO (194162103) 4,157 $298k
EDWARDS LIFESCIENCE (28176E108) 1,549 $286k
Occidental Petroleum Corp (674599105) 5,618 $282k
Albemarle Corp (012653101) 3,945 $278k
FEDEX CORP (31428X106) 1,689 $277k
DOVER CORP (260003108) 2,725 $273k
LOWES CO (548661107) 2,705 $273k
NEXTERA ENERGY INC (65339F101) 1,316 $270k
MercadoLibre Inc (58733R102) 437 $267k
ECOLAB INC (278865100) 1,343 $265k
Bristol-Myers Squibb Co (110122108) 5,820 $264k
ISHARES RUS (464287689) 1,527 $263k
GENERAL ELECTRIC CO (369604103) 24,591 $258k
DuPont de Nemours Inc (26614N102) 3,393 $255k
ANALOG DEVICES INC (032654105) 2,239 $253k
ISHARES TR (464287457) 2,984 $253k
VANGUARD INDEX FDS VALUE ETF (922908744) 2,216 $246k
MARRIOTT INTL INC (571903202) 1,737 $244k
VANGUARD BD INDEX FD INC (921937827) 2,975 $240k
IDEXX LABS INC (45168D104) 839 $231k
SPDR S&P DIVIDEND (78464A763) 2,273 $229k
NORFOLK SOUTHERN (655844108) 1,146 $228k
MASTERCARD INC (57636Q104) 855 $226k
TEXAS INSTRUMENTS (882508104) 1,956 $224k
MAGELLAN MIDSTREAM (559080106) 3,500 $224k
TOYOTA MTR CORP (892331307) 1,794 $222k
Curtiss Wright Corp (231561101) 1,693 $215k
ISHARES (464288273) 3,650 $210k
FRANKLIN RES INC (354613101) 5,972 $208k
NIKE INC (654106103) 2,427 $204k
COMCAST CORP (20030N101) 4,787 $202k
WISDOMTREE TR (97717W109) 2,062 $200k
TCG BDC INC (872280102) 10,176 $155k
MCCLATCHY CO (579489303) 16,000 $42k

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