0001172661-15-001449.txt : 20150810 0001172661-15-001449.hdr.sgml : 20150810 20150810152921 ACCESSION NUMBER: 0001172661-15-001449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150810 DATE AS OF CHANGE: 20150810 EFFECTIVENESS DATE: 20150810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BINGHAM OSBORN & SCARBOROUGH LLC CENTRAL INDEX KEY: 0001276673 IRS NUMBER: 943241802 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10638 FILM NUMBER: 151040516 BUSINESS ADDRESS: STREET 1: 345 CALIFORNIA ST STREET 2: STE 1100 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-781-8535 MAIL ADDRESS: STREET 1: 345 CALIFORNIA ST STREET 2: STE 1100 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001276673 XXXXXXXX 06-30-2015 06-30-2015 false BINGHAM OSBORN & SCARBOROUGH LLC
345 California St Ste 1100 San Francisco CA 94104
13F HOLDINGS REPORT 028-10638 N
Carol Benz Chief Compliance Officer 415-781-8535 /s/ Carol Benz San Francisco CA 08-10-2015 0 117 828315
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 257 1665 SH SOLE 1665 0 0 ABBOTT LABS COM 002824100 749 15271 SH SOLE 15271 0 0 ABBVIE INC COM 00287Y109 1032 15363 SH SOLE 15363 0 0 ADAMAS PHARMACEUTICALS INC COM 00548A106 787 30000 SH SOLE 30000 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 331 10973 SH SOLE 10973 0 0 AMAZON COM INC COM 023135106 2913 6710 SH SOLE 6710 0 0 AMERICAN EXPRESS CO COM 025816109 248 3194 SH SOLE 3194 0 0 AMGEN INC COM 031162100 331 2153 SH SOLE 2153 0 0 AMPHENOL CORP NEW CL A 032095101 18874 325582 SH SOLE 325582 0 0 APPLE INC COM 037833100 3359 26784 SH SOLE 26784 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 541 9720 SH SOLE 9720 0 0 AT&T INC COM 00206R102 583 16418 SH SOLE 16418 0 0 BANK AMER CORP COM 060505104 1518 89218 SH SOLE 89218 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1639 8 SH SOLE 8 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2764 20304 SH SOLE 20304 0 0 BOSTON PRIVATE FINL HLDGS IN COM 101119105 139 10397 SH SOLE 10397 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 588 8830 SH SOLE 8830 0 0 CATERPILLAR INC DEL COM 149123101 224 2645 SH SOLE 2645 0 0 CHEVRON CORP NEW COM 166764100 2509 26007 SH SOLE 26007 0 0 CISCO SYS INC COM 17275R102 405 14761 SH SOLE 14761 0 0 COLGATE PALMOLIVE CO COM 194162103 290 4440 SH SOLE 4440 0 0 CURTISS WRIGHT CORP COM 231561101 492 6790 SH SOLE 6790 0 0 CVS HEALTH CORP COM 126650100 270 2573 SH SOLE 2573 0 0 DISNEY WALT CO COM DISNEY 254687106 480 4209 SH SOLE 4209 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 781 12220 SH SOLE 12220 0 0 EMERSON ELEC CO COM 291011104 294 5307 SH SOLE 5307 0 0 EXXON MOBIL CORP COM 30231G102 2955 35519 SH SOLE 35519 0 0 FACEBOOK INC CL A 30303M102 2708 31577 SH SOLE 31577 0 0 FRANKLIN RES INC COM 354613101 212 4333 SH SOLE 4333 0 0 GENERAL ELECTRIC CO COM 369604103 1916 72097 SH SOLE 72097 0 0 GILEAD SCIENCES INC COM 375558103 525 4486 SH SOLE 4486 0 0 GOOGLE INC CL A 38259P508 395 731 SH SOLE 731 0 0 GOOGLE INC CL C 38259P706 380 731 SH SOLE 731 0 0 HOME DEPOT INC COM 437076102 239 2154 SH SOLE 2154 0 0 HONEYWELL INTL INC COM 438516106 395 3878 SH SOLE 3878 0 0 INTEL CORP COM 458140100 459 15087 SH SOLE 15087 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 860 5290 SH SOLE 5290 0 0 ISHARES USA ESG SLCT ETF 464288802 242 2841 SH SOLE 2841 0 0 ISHARES EAFE VALUE ETF 464288877 582 11122 SH SOLE 11122 0 0 ISHARES GOLD TRUST ISHARES 464285105 4292 378521 SH SOLE 378521 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 416 27663 SH SOLE 27663 0 0 ISHARES TR SELECT DIVID ETF 464287168 552 7348 SH SOLE 7348 0 0 ISHARES TR TIPS BD ETF 464287176 487 4343 SH SOLE 4343 0 0 ISHARES TR CORE S&P500 ETF 464287200 57174 275907 SH SOLE 275907 0 0 ISHARES TR CORE US AGGBD ET 464287226 293 2693 SH SOLE 2693 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 733 18508 SH SOLE 18508 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 212 1862 SH SOLE 1862 0 0 ISHARES TR MSCI EAFE ETF 464287465 20890 329023 SH SOLE 329023 0 0 ISHARES TR RUS MD CP GR ETF 464287481 413 4261 SH SOLE 4261 0 0 ISHARES TR N AMER TECH ETF 464287549 7564 73016 SH SOLE 73016 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 4249 41195 SH SOLE 41195 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 942 9519 SH SOLE 9519 0 0 ISHARES TR RUS 1000 ETF 464287622 65533 564745 SH SOLE 564745 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 990 9714 SH SOLE 9714 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 820 6567 SH SOLE 6567 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 202 1626 SH SOLE 1626 0 0 ISHARES TR U.S. UTILITS ETF 464287697 758 7313 SH SOLE 7313 0 0 ISHARES TR U.S. TECH ETF 464287721 626 5980 SH SOLE 5980 0 0 ISHARES TR CORE S&P SCP ETF 464287804 322 2730 SH SOLE 2730 0 0 ISHARES TR CORE MSCI EAFE 46432F842 524 8994 SH SOLE 8994 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 227 5600 SH SOLE 5600 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2714 15412 SH SOLE 15412 0 0 JOHNSON & JOHNSON COM 478160104 815 8362 SH SOLE 8362 0 0 JPMORGAN CHASE & CO COM 46625H100 297 4388 SH SOLE 4388 0 0 KEMPER CORP DEL COM 488401100 478 12391 SH SOLE 12391 0 0 KIMBERLY CLARK CORP COM 494368103 275 2592 SH SOLE 2592 0 0 KINDER MORGAN INC DEL COM 49456B101 245 6390 SH SOLE 6390 0 0 KROGER CO COM 501044101 1658 22864 SH SOLE 22864 0 0 LENDINGCLUB CORP COM 52603A109 1622 110000 SH SOLE 110000 0 0 LPL FINL HLDGS INC COM 50212V100 275 5915 SH SOLE 5915 0 0 MARKET VECTORS ETF TR NATURAL RES ETF 57060U795 270 8100 SH SOLE 8100 0 0 MCCLATCHY CO CL A 579489105 11 10000 SH SOLE 10000 0 0 MERCK & CO INC NEW COM 58933y105 504 8847 SH SOLE 8847 0 0 MICROSOFT CORP COM 594918104 614 13897 SH SOLE 13897 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 2681 305689 SH SOLE 305689 0 0 NORDSTROM INC COM 655664100 317 4250 SH SOLE 4250 0 0 NORFOLK SOUTHERN CORP COM 655844108 1534 17559 SH SOLE 17559 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 432 5550 SH SOLE 5550 0 0 ORACLE CORP COM 68389X105 826 20489 SH SOLE 20489 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 244 15068 SH SOLE 15068 0 0 PEPSICO INC COM 713448108 556 5953 SH SOLE 5953 0 0 PFIZER INC COM 717081103 391 11656 SH SOLE 11656 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 58068 542340 SH SOLE 542340 0 0 PROCTER & GAMBLE CO COM 742718109 10377 132626 SH SOLE 132626 0 0 REYNOLDS AMERICAN INC COM 761713106 215 2884 SH SOLE 2884 0 0 SALESFORCE COM INC COM 79466L302 1198 17201 SH SOLE 17201 0 0 SCHLUMBERGER LTD COM 806857108 242 2809 SH SOLE 2809 0 0 SCHWAB CHARLES CORP NEW COM 808513105 3067 93950 SH SOLE 93950 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2687 64899 SH SOLE 64899 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 712 17172 SH SOLE 17172 0 0 SEMLER SCIENTIFIC INC COM 81684M104 113 35219 SH SOLE 35219 0 0 SJW CORP COM 784305104 345 11250 SH SOLE 11250 0 0 SMUCKER J M CO COM NEW 832696405 697 6433 SH SOLE 6433 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 1277 7261 SH SOLE 7261 0 0 SPDR GOLD TRUST GOLD SHS 78463v107 5338 47505 SH SOLE 47505 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 262204 1273761 SH SOLE 1273761 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 212 776 SH SOLE 776 0 0 SWIFT ENERGY CO COM 870738101 42 20500 SH SOLE 20500 0 0 TABLEAU SOFTWARE INC CL A 87336U105 220 1909 SH SOLE 1909 0 0 TARGET CORP COM 87612E106 1541 18878 SH SOLE 18878 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 539 5108 SH SOLE 5108 0 0 TESLA MTRS INC COM 88160R101 658 2452 SH SOLE 2452 0 0 TWITTER INC COM 90184L102 267 7363 SH SOLE 7363 0 0 UNITED PARCEL SERVICE INC CL B 911312106 8459 87291 SH SOLE 87291 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 310 3865 SH SOLE 3865 0 0 VANGUARD INDEX FDS REIT ETF 922908553 27669 370448 SH SOLE 370448 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 748 7890 SH SOLE 7890 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 284 2334 SH SOLE 2334 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5869 54837 SH SOLE 54837 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 10266 211454 SH SOLE 211454 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 892 21829 SH SOLE 21829 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 126928 3201222 SH SOLE 3201222 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 48408 455693 SH SOLE 455693 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 398 8549 SH SOLE 8549 0 0 WAL-MART STORES INC COM 931142103 269 3796 SH SOLE 3796 0 0 WELLS FARGO & CO NEW COM 949746101 7684 136626 SH SOLE 136626 0 0 WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 868 18512 SH SOLE 18512 0 0