0001039807-17-000002.txt : 20170206
0001039807-17-000002.hdr.sgml : 20170206
20170206112211
ACCESSION NUMBER: 0001039807-17-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170206
DATE AS OF CHANGE: 20170206
EFFECTIVENESS DATE: 20170206
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BOSTON FAMILY OFFICE LLC
CENTRAL INDEX KEY: 0001039807
IRS NUMBER: 050492777
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06344
FILM NUMBER: 17574483
BUSINESS ADDRESS:
STREET 1: 88 BROAD STREET
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6176240800
MAIL ADDRESS:
STREET 1: 88 BROAD STREET
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001039807
XXXXXXXX
12-31-2016
12-31-2016
BOSTON FAMILY OFFICE LLC
88 BROAD STREET
BOSTON
MA
02110
13F HOLDINGS REPORT
028-06344
N
George Beal
Managing Partner
6176240800
George Beal
Boston
MA
02-06-2017
0
241
769901
false
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1890
17243
SH
SOLE
17243
0
0
Unitedhealth Group Inc
COM
91324P102
248
1550
SH
SOLE
1550
0
0
Vanguard Consumer Discretionar
COM
92204a108
387
3005
SH
SOLE
3005
0
0
Vanguard Consumer Staples ETF
COM
92204a207
265
1980
SH
SOLE
1980
0
0
Vanguard Health Care ETF
COM
92204a504
261
2055
SH
SOLE
2055
0
0
Vanguard Industrials ETF
COM
92204a603
266
2230
SH
SOLE
2230
0
0
Vanguard Information Technolog
COM
92204a702
366
3010
SH
SOLE
3010
0
0
Vanguard REIT ETF
COM
922908553
1307
15839
SH
SOLE
15839
0
0
Vantiv Inc- CL A
COM
92210h105
412
6905
SH
SOLE
6905
0
0
Verizon Communications
COM
92343V104
3753
70298
SH
SOLE
70298
0
0
Viaspace Inc.
COM
92554W106
0
193750
SH
SOLE
193750
0
0
Visa Inc Class A
COM
92826C839
3799
48688
SH
SOLE
48688
0
0
W.P. Carey
COM
92936u109
529
8954
SH
SOLE
8954
0
0
Wabtec Corp
COM
929740108
5673
68330
SH
SOLE
68330
0
0
Wal Mart Stores Inc
COM
931142103
445
6439
SH
SOLE
6439
0
0
Walgreen Boots Alliance
COM
931427108
2013
24320
SH
SOLE
24320
0
0
Waste Management
COM
94106L109
975
13750
SH
SOLE
13750
0
0
WEC Energy Group
COM
92939u106
321
5473
SH
SOLE
5473
0
0
Wells Fargo Company
COM
949746101
1784
32380
SH
SOLE
32380
0
0
Welltower
COM
95040q104
1272
19000
SH
SOLE
19000
0
0
Weyerhaeuser Co
COM
962166104
5845
194243
SH
SOLE
194243
0
0
WPP PLC ADR
COM
92937a102
1073
9700
SH
SOLE
9700
0
0
Yum Brands Inc
COM
988498101
459
7243
SH
SOLE
7243
0
0
Zebra Tech Corp Cl A
COM
989207105
6964
81202
SH
SOLE
81202
0
0
iShares Core S&P Mid-Cap
EFT
464287507
719
4348
SH
SOLE
4348
0
0
iShares MSCI ACWI
EFT
464288257
296
5000
SH
SOLE
5000
0
0
iShares MSCI Australia Index
EFT
464286103
356
17617
SH
SOLE
17617
0
0
iShares MSCI Emerging Markets
EFT
464287234
3677
105035
SH
SOLE
105035
0
0
iShares Russell 2000 Grow
EFT
464287648
785
5100
SH
SOLE
5100
0
0
iShares Russell 2000 Index Fun
EFT
464287655
948
7032
SH
SOLE
7032
0
0
iShares Russell Microcap Index
EFT
464288869
2485
28945
SH
SOLE
28945
0
0
iShares Russell Midcap Index
EFT
464287499
621
3473
SH
SOLE
3473
0
0
iShares S&P 500 Index Fund
EFT
464287200
281
1250
SH
SOLE
1250
0
0
iShares S&P SmallCap 600 Index
EFT
464287804
11674
84889
SH
SOLE
84889
0
0
Powershares QQQ
EFT
73935A104
5070
42791
SH
SOLE
42791
0
0
SPDR S&P 500
EFT
78462F103
18538
82934
SH
SOLE
82934
0
0
SPDR S&P Dividend
EFT
78464A763
784
9160
SH
SOLE
9160
0
0
SPDR S&P Midcap 400
EFT
78467Y107
13143
43560
SH
SOLE
43560
0
0
Vanguard Dividend Appreciation
EFT
921908844
676
7934
SH
SOLE
7934
0
0
Vanguard Extended Market
EFT
922908652
1898
19787
SH
SOLE
19787
0
0
Vanguard FTSE All-World Ex-US
EFT
922042775
2722
61609
SH
SOLE
61609
0
0
Vanguard FTSE Developed Market
EFT
921943858
1865
51035
SH
SOLE
51035
0
0
Vanguard FTSE Emerging Mkts
EFT
922042858
12639
353236
SH
SOLE
353236
0
0
Vanguard Intl Equity Index Fds
EFT
922042742
274
4500
SH
SOLE
4500
0
0
Vanguard Large Cap
EFT
922908637
1104
10783
SH
SOLE
10783
0
0
Vanguard Mid-Cap
EFT
922908629
525
3987
SH
SOLE
3987
0
0
Vanguard Small Cap
EFT
922908751
478
3710
SH
SOLE
3710
0
0
Vanguard Total Intl Stock ETF
EFT
921909768
1669
36380
SH
SOLE
36380
0
0
Vanguard Total Stock
EFT
922908769
1015
8802
SH
SOLE
8802
0
0
Wisdomtree Emerging Mkts Sm Ca
EFT
97717W281
1158
29621
SH
SOLE
29621
0
0