Legal Name: BINGHAM, OSBORN & SCARBOROUGH LLC
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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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