Avoid Fraud, Get The Facts, And Find The Best
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 |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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