0001039807-19-000006.txt : 20190730
0001039807-19-000006.hdr.sgml : 20190730
20190730153134
ACCESSION NUMBER: 0001039807-19-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190730
DATE AS OF CHANGE: 20190730
EFFECTIVENESS DATE: 20190730
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: 19985178
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
06-30-2019
06-30-2019
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
07-30-2019
0
258
963150
false
INFORMATION TABLE
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bfo0619.xml
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COM
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COM
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COM
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SH
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104945
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Abbvie
COM
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73772
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73772
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Accenture Ltd.
COM
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COM
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COM
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COM
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COM
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COM
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COM
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Hologic, Inc.
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Hypertension Diagnostics Inc.
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ServiceNow Inc
COM
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COM
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Splunk Inc
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COM
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COM
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COM
872540109
381
7204
SH
SOLE
7204
0
0
Travelers Companies Inc
COM
89417E109
650
4350
SH
SOLE
4350
0
0
UGI Corp
COM
902681105
401
7500
SH
SOLE
7500
0
0
Unilever PLC ADR
COM
904767704
413
6670
SH
SOLE
6670
0
0
Union Pacific Corp
COM
907818108
23888
141255
SH
SOLE
141255
0
0
United Parcel Service
COM
911312106
373
3610
SH
SOLE
3610
0
0
United Technologies
COM
913017109
1289
9903
SH
SOLE
9903
0
0
UnitedHealth Group Inc
COM
91324P102
404
1655
SH
SOLE
1655
0
0
Valero Energy
COM
91913Y100
417
4875
SH
SOLE
4875
0
0
Vanguard Financials ETF
COM
92204A405
492
7129
SH
SOLE
7129
0
0
Vanguard Health Care ETF
COM
92204a504
341
1959
SH
SOLE
1959
0
0
Vanguard Industrials ETF
COM
92204a603
480
3294
SH
SOLE
3294
0
0
Vanguard Information Technolog
COM
92204a702
269
1277
SH
SOLE
1277
0
0
Vanguard Real Estate ETF
COM
922908553
1242
14216
SH
SOLE
14216
0
0
Verizon Communications
COM
92343V104
9722
170168
SH
SOLE
170168
0
0
Viaspace Inc.
COM
92554W106
0
207550
SH
SOLE
207550
0
0
Visa Inc Class A
COM
92826C839
19089
109994
SH
SOLE
109994
0
0
W.P. Carey
COM
92936u109
518
6385
SH
SOLE
6385
0
0
Wabtec Corp
COM
929740108
2369
33017
SH
SOLE
33017
0
0
Wal-Mart Stores Inc
COM
931142103
728
6591
SH
SOLE
6591
0
0
Walgreen Boots Alliance
COM
931427108
421
7700
SH
SOLE
7700
0
0
Waste Management
COM
94106L109
1846
15997
SH
SOLE
15997
0
0
WEC Energy Group
COM
92939u106
482
5786
SH
SOLE
5786
0
0
Wells Fargo Company
COM
949746101
561
11857
SH
SOLE
11857
0
0
Welltower
COM
95040q104
2221
27240
SH
SOLE
27240
0
0
Weyerhaeuser Co
COM
962166104
2717
103156
SH
SOLE
103156
0
0
Worldpay Inc Class A
COM
981558109
830
6770
SH
SOLE
6770
0
0
Xylem
COM
98419m100
3511
41976
SH
SOLE
41976
0
0
Yum Brands Inc
COM
988498101
495
4476
SH
SOLE
4476
0
0
Yum China Holdings
COM
98850p109
287
6220
SH
SOLE
6220
0
0
Zebra Tech Corp Cl A
COM
989207105
14325
68379
SH
SOLE
68379
0
0
Invesco QQQ Trust
EFT
46090E103
7484
40076
SH
SOLE
40076
0
0
iShares 500 Growth Index Fund
EFT
464287309
884
4932
SH
SOLE
4932
0
0
iShares Core MSCI EAFE
EFT
46432f842
508
8280
SH
SOLE
8280
0
0
iShares Core MSCIEmerging
EFT
46434g103
205
3990
SH
SOLE
3990
0
0
iShares Core S&P Mid-Cap
EFT
464287507
2342
12058
SH
SOLE
12058
0
0
iShares MSCI EAFE Index Fund
EFT
464287465
259
3938
SH
SOLE
3938
0
0
iShares MSCI Emerging Markets
EFT
464287234
4886
113868
SH
SOLE
113868
0
0
iShares Russell 1000 Growth
EFT
464287614
200
1272
SH
SOLE
1272
0
0
iShares Russell 2000 Growth
EFT
464287648
1016
5060
SH
SOLE
5060
0
0
iShares Russell 2000 Index Fun
EFT
464287655
1334
8581
SH
SOLE
8581
0
0
iShares Russell Micro-cap Inde
EFT
464288869
739
7928
SH
SOLE
7928
0
0
iShares Russell Mid-Cap Index
EFT
464287499
776
13892
SH
SOLE
13892
0
0
iShares S&P 500 Index Fund
EFT
464287200
1033
3506
SH
SOLE
3506
0
0
iShares S&P 500 Value Index Fu
EFT
464287408
634
5435
SH
SOLE
5435
0
0
iShares S&P SmallCap 600 Index
EFT
464287804
13505
172517
SH
SOLE
172517
0
0
SPDR S&P 500
EFT
78462F103
22355
76297
SH
SOLE
76297
0
0
SPDR S&P Dividend
EFT
78464A763
735
7285
SH
SOLE
7285
0
0
SPDR S&P MidCap 400
EFT
78467Y107
14498
40887
SH
SOLE
40887
0
0
VanEck Vectors Morningstar Int
EFT
92189f593
1023
33054
SH
SOLE
33054
0
0
VanEck Vectors Morningstar Wid
EFT
92189f643
1031
21460
SH
SOLE
21460
0
0
Vanguard Dividend Appreciation
EFT
921908844
2573
22339
SH
SOLE
22339
0
0
Vanguard Extended Market
EFT
922908652
2071
17465
SH
SOLE
17465
0
0
Vanguard FTSE All-World Ex-US
EFT
922042775
3360
65889
SH
SOLE
65889
0
0
Vanguard FTSE Developed Market
EFT
921943858
1843
44196
SH
SOLE
44196
0
0
Vanguard FTSE Emerging Mkts
EFT
922042858
13560
318843
SH
SOLE
318843
0
0
Vanguard High Dividend Yield
EFT
921946406
422
4830
SH
SOLE
4830
0
0
Vanguard Intl Equity Index Fds
EFT
922042742
338
4500
SH
SOLE
4500
0
0
Vanguard Large-Cap
EFT
922908637
1144
8493
SH
SOLE
8493
0
0
Vanguard Mid-Cap
EFT
922908629
924
5530
SH
SOLE
5530
0
0
Vanguard S&P 500
EFT
922908363
499
1854
SH
SOLE
1854
0
0
Vanguard Small-Cap
EFT
922908751
580
3700
SH
SOLE
3700
0
0
Vanguard Total Intl Stock ETF
EFT
921909768
2755
52228
SH
SOLE
52228
0
0
Vanguard Total Stock
EFT
922908769
4109
27379
SH
SOLE
27379
0
0
Wisdomtree Emerging Mkts Sm Ca
EFT
97717W281
1419
30168
SH
SOLE
30168
0
0
Fluence Corp Ltd
COM
BDBS5F300
9
22659
SH
SOLE
22659
0
0