0001172661-20-001128.txt : 20200505
0001172661-20-001128.hdr.sgml : 20200505
20200504182053
ACCESSION NUMBER: 0001172661-20-001128
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200505
DATE AS OF CHANGE: 20200504
EFFECTIVENESS DATE: 20200505
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: 20846284
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
03-31-2020
03-31-2020
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
05-04-2020
0
144
1015130
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
336
2465
SH
SOLE
2465
0
0
ABBOTT LABS
COM
002824100
1143
14490
SH
SOLE
14490
0
0
ABBVIE INC
COM
00287Y109
1539
20204
SH
SOLE
20204
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
821
5028
SH
SOLE
5028
0
0
ADAMAS PHARMACEUTICALS INC
COM
00548A106
498
172202
SH
SOLE
172202
0
0
ADOBE INC
COM
00724F101
235
739
SH
SOLE
739
0
0
ALBEMARLE CORP
COM
012653101
222
3937
SH
SOLE
3937
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
216
1113
SH
SOLE
1113
0
0
ALPHABET INC
CAP STK CL A
02079k305
1308
1126
SH
SOLE
1126
0
0
ALPHABET INC
CAP STK CL C
02079k107
1213
1043
SH
SOLE
1043
0
0
AMAZON COM INC
COM
023135106
14077
7220
SH
SOLE
7220
0
0
AMERICAN EXPRESS CO
COM
025816109
266
3112
SH
SOLE
3112
0
0
AMGEN INC
COM
031162100
495
2440
SH
SOLE
2440
0
0
AMPHENOL CORP NEW
CL A
032095101
22284
305757
SH
SOLE
305757
0
0
APPLE INC
COM
037833100
14453
56837
SH
SOLE
56837
0
0
APPLIED MATLS INC
COM
038222105
207
4528
SH
SOLE
4528
0
0
AT&T INC
COM
00206R102
752
25785
SH
SOLE
25785
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
371
2713
SH
SOLE
2713
0
0
AVALONBAY CMNTYS INC
COM
053484101
273
1858
SH
SOLE
1858
0
0
BANNER CORP
COM NEW
06652V208
418
12662
SH
SOLE
12662
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1360
5
SH
SOLE
5
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3757
20548
SH
SOLE
20548
0
0
BK OF AMERICA CORP
COM
060505104
2526
118988
SH
SOLE
118988
0
0
BOEING CO
COM
097023105
609
4082
SH
SOLE
4082
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
361
6475
SH
SOLE
6475
0
0
CATERPILLAR INC DEL
COM
149123101
323
2782
SH
SOLE
2782
0
0
CHEVRON CORP NEW
COM
166764100
1356
18713
SH
SOLE
18713
0
0
CISCO SYS INC
COM
17275R102
606
15422
SH
SOLE
15422
0
0
COCA COLA CO
COM
191216100
449
10152
SH
SOLE
10152
0
0
COLGATE PALMOLIVE CO
COM
194162103
286
4305
SH
SOLE
4305
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1034
3627
SH
SOLE
3627
0
0
CSX CORP
COM
126408103
326
5694
SH
SOLE
5694
0
0
DANAHER CORPORATION
COM
235851102
227
1642
SH
SOLE
1642
0
0
DEXCOM INC
COM
252131107
4019
14924
SH
SOLE
14924
0
0
DISNEY WALT CO
COM DISNEY
254687106
577
5971
SH
SOLE
5971
0
0
DOVER CORP
COM
260003108
229
2732
SH
SOLE
2732
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
295
1565
SH
SOLE
1565
0
0
ELECTRONIC ARTS INC
COM
285512109
205
2049
SH
SOLE
2049
0
0
EMERSON ELEC CO
COM
291011104
250
5239
SH
SOLE
5239
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
313
21864
SH
SOLE
21864
0
0
EXXON MOBIL CORP
COM
30231G102
1140
30037
SH
SOLE
30037
0
0
FACEBOOK INC
CL A
30303M102
2296
13762
SH
SOLE
13762
0
0
FAIR ISAAC CORP
COM
303250104
444
1444
SH
SOLE
1444
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
4661
56644
SH
SOLE
56644
0
0
GENERAL ELECTRIC CO
COM
369604103
429
54054
SH
SOLE
54054
0
0
HEICO CORP NEW
CL A
422806208
609
9533
SH
SOLE
9533
0
0
HERITAGE COMMERCE CORP
COM
426927109
343
44663
SH
SOLE
44663
0
0
HOME DEPOT INC
COM
437076102
406
2174
SH
SOLE
2174
0
0
HONEYWELL INTL INC
COM
438516106
597
4465
SH
SOLE
4465
0
0
IDEXX LABS INC
COM
45168D104
206
850
SH
SOLE
850
0
0
INTEL CORP
COM
458140100
805
14883
SH
SOLE
14883
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
531
4788
SH
SOLE
4788
0
0
INVESCO QQQ TR
UNIT SER 1
46090e103
46059
241905
SH
SOLE
241905
0
0
ISHARES GOLD TRUST
ISHARES
464285105
5024
333406
SH
SOLE
333406
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
1400
34596
SH
SOLE
34596
0
0
ISHARES SILVER TRUST
ISHARES
46428Q109
223
17117
SH
SOLE
17117
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
259
2990
SH
SOLE
2990
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
64146
1285741
SH
SOLE
1285741
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
27284
486257
SH
SOLE
486257
0
0
ISHARES TR
CORE S&P500 ETF
464287200
133840
517955
SH
SOLE
517955
0
0
ISHARES TR
CORE US AGGBD ET
464287226
594
5145
SH
SOLE
5145
0
0
ISHARES TR
EAFE VALUE ETF
464288877
2094
58666
SH
SOLE
58666
0
0
ISHARES TR
EXPND TEC SC ETF
464287549
8148
38474
SH
SOLE
38474
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
1316
58224
SH
SOLE
58224
0
0
ISHARES TR
MSCI EAFE ETF
464287465
11330
211928
SH
SOLE
211928
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
224
6560
SH
SOLE
6560
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
394
3588
SH
SOLE
3588
0
0
ISHARES TR
RUS 1000 ETF
464287622
85883
606820
SH
SOLE
606820
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
615
4083
SH
SOLE
4083
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
4926
49668
SH
SOLE
49668
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
1269
15476
SH
SOLE
15476
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
571
4987
SH
SOLE
4987
0
0
ISHARES TR
S&P 100 ETF
464287101
288
2430
SH
SOLE
2430
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
674
7000
SH
SOLE
7000
0
0
ISHARES TR
SELECT DIVID ETF
464287168
500
6795
SH
SOLE
6795
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
3625
36271
SH
SOLE
36271
0
0
ISHARES TR
TIPS BD ETF
464287176
13369
113369
SH
SOLE
113369
0
0
ISHARES TR
U.S. TECH ETF
464287721
664
3250
SH
SOLE
3250
0
0
ISHARES TR
U.S. UTILITS ETF
464287697
930
6736
SH
SOLE
6736
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
1537
15412
SH
SOLE
15412
0
0
JOHNSON & JOHNSON
COM
478160104
1452
11070
SH
SOLE
11070
0
0
JPMORGAN CHASE & CO
COM
46625H100
1544
17147
SH
SOLE
17147
0
0
KIMBERLY CLARK CORP
COM
494368103
327
2555
SH
SOLE
2555
0
0
KROGER CO
COM
501044101
1612
53535
SH
SOLE
53535
0
0
LILLY ELI & CO
COM
532457108
379
2729
SH
SOLE
2729
0
0
LOWES COS INC
COM
548661107
249
2892
SH
SOLE
2892
0
0
MASTERCARD INC
CL A
57636Q104
287
1187
SH
SOLE
1187
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
252
1785
SH
SOLE
1785
0
0
MCDONALDS CORP
COM
580135101
327
1976
SH
SOLE
1976
0
0
MERCK & CO. INC
COM
58933y105
603
7843
SH
SOLE
7843
0
0
MICROSOFT CORP
COM
594918104
6280
39821
SH
SOLE
39821
0
0
NETFLIX INC
COM
64110L106
309
824
SH
SOLE
824
0
0
NEW AMER HIGH INCOME FD INC
COM NEW
641876800
625
90035
SH
SOLE
90035
0
0
NEXTERA ENERGY INC
COM
65339F101
348
1446
SH
SOLE
1446
0
0
NORFOLK SOUTHERN CORP
COM
655844108
328
2248
SH
SOLE
2248
0
0
ORACLE CORP
COM
68389X105
2949
61028
SH
SOLE
61028
0
0
PAYPAL HLDGS INC
COM
70450Y103
501
5231
SH
SOLE
5231
0
0
PEPSICO INC
COM
713448108
1089
9065
SH
SOLE
9065
0
0
PFIZER INC
COM
717081103
466
14268
SH
SOLE
14268
0
0
PROCTER & GAMBLE CO
COM
742718109
7628
69347
SH
SOLE
69347
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
277
10000
SH
SOLE
10000
0
0
RADNET INC
COM
750491102
116
11000
SH
SOLE
11000
0
0
SALESFORCE COM INC
COM
79466L302
2042
14180
SH
SOLE
14180
0
0
SCHWAB CHARLES CORP
COM
808513105
3825
113778
SH
SOLE
113778
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
872
15732
SH
SOLE
15732
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2178
27102
SH
SOLE
27102
0
0
SLACK TECHNOLOGIES INC
COM CL A
83088V102
3462
129000
SH
SOLE
129000
0
0
SMUCKER J M CO
COM NEW
832696405
599
5395
SH
SOLE
5395
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1023
4667
SH
SOLE
4667
0
0
SPDR GOLD TRUST
GOLD SHS
78463v107
12117
81843
SH
SOLE
81843
0
0
SPDR INDEX SHS FDS
MSCI EAFE FS ETF
78470E106
646
11537
SH
SOLE
11537
0
0
SPDR INDEX SHS FDS
MSCI EMR MKT ETF
78470E205
210
4124
SH
SOLE
4124
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
217012
841949
SH
SOLE
841949
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
242
921
SH
SOLE
921
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
249
3116
SH
SOLE
3116
0
0
SPDR SER TR
SPDR S&P 500 ETF
78468R796
1475
23092
SH
SOLE
23092
0
0
SQUARE INC
CL A
852234103
713
13606
SH
SOLE
13606
0
0
STARBUCKS CORP
COM
855244109
1002
15241
SH
SOLE
15241
0
0
TARGET CORP
COM
87612E106
421
4527
SH
SOLE
4527
0
0
TESLA INC
COM
88160R101
1701
3247
SH
SOLE
3247
0
0
TEXAS INSTRS INC
COM
882508104
203
2029
SH
SOLE
2029
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
235
827
SH
SOLE
827
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
211
1757
SH
SOLE
1757
0
0
TPG RE FIN TR INC
COM
87266M107
206
37501
SH
SOLE
37501
0
0
UNION PAC CORP
COM
907818108
253
1791
SH
SOLE
1791
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
8756
93724
SH
SOLE
93724
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
284
1137
SH
SOLE
1137
0
0
VALERO ENERGY CORP
COM
91913Y100
204
4496
SH
SOLE
4496
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
220
2673
SH
SOLE
2673
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
819
6919
SH
SOLE
6919
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
7823
111998
SH
SOLE
111998
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
622
2628
SH
SOLE
2628
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5924
45955
SH
SOLE
45955
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
4540
110679
SH
SOLE
110679
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
926
27602
SH
SOLE
27602
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
972
9406
SH
SOLE
9406
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
128031
3840153
SH
SOLE
3840153
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
60091
283583
SH
SOLE
283583
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
485
9030
SH
SOLE
9030
0
0
VISA INC
COM CL A
92826C839
719
4463
SH
SOLE
4463
0
0
WALMART INC
COM
931142103
679
5977
SH
SOLE
5977
0
0
WELLS FARGO CO NEW
COM
949746101
3799
132376
SH
SOLE
132376
0
0
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
1237
7282
SH
SOLE
7282
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
266
5543
SH
SOLE
5543
0
0