0001172661-20-002057.txt : 20201104
0001172661-20-002057.hdr.sgml : 20201104
20201104171114
ACCESSION NUMBER: 0001172661-20-002057
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201104
DATE AS OF CHANGE: 20201104
EFFECTIVENESS DATE: 20201104
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: 201287536
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
09-30-2020
09-30-2020
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
11-04-2020
0
162
1325557
INFORMATION TABLE
2
infotable.xml
10X GENOMICS INC
CL A COM
88025U109
227
1820
SH
SOLE
1820
0
0
3M CO
COM
88579Y101
425
2656
SH
SOLE
2656
0
0
ABBOTT LABS
COM
002824100
1631
14985
SH
SOLE
14985
0
0
ABBVIE INC
COM
00287Y109
1679
19173
SH
SOLE
19173
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
990
4379
SH
SOLE
4379
0
0
ADAMAS PHARMACEUTICALS INC
COM
00548A106
142
34516
SH
SOLE
34516
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
336
686
SH
SOLE
686
0
0
ALBEMARLE CORP
COM
012653101
350
3921
SH
SOLE
3921
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
273
930
SH
SOLE
930
0
0
ALPHABET INC
CAP STK CL A
02079k305
1599
1091
SH
SOLE
1091
0
0
ALPHABET INC
CAP STK CL C
02079k107
1450
987
SH
SOLE
987
0
0
AMAZON COM INC
COM
023135106
22617
7183
SH
SOLE
7183
0
0
AMERICAN EXPRESS CO
COM
025816109
310
3091
SH
SOLE
3091
0
0
AMGEN INC
COM
031162100
667
2625
SH
SOLE
2625
0
0
AMPHENOL CORP NEW
CL A
032095101
33105
305763
SH
SOLE
305763
0
0
APPLE INC
COM
037833100
28811
248775
SH
SOLE
248775
0
0
APPLIED MATLS INC
COM
038222105
255
4289
SH
SOLE
4289
0
0
AT&T INC
COM
00206R102
679
23806
SH
SOLE
23806
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
339
2433
SH
SOLE
2433
0
0
AVALONBAY CMNTYS INC
COM
053484101
271
1814
SH
SOLE
1814
0
0
BANNER CORP
COM NEW
06652V208
272
8439
SH
SOLE
8439
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1600
5
SH
SOLE
5
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4108
19290
SH
SOLE
19290
0
0
BK OF AMERICA CORP
COM
060505104
2853
118449
SH
SOLE
118449
0
0
BOEING CO
COM
097023105
684
4137
SH
SOLE
4137
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
388
6442
SH
SOLE
6442
0
0
BRISTOL-MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
34
15000
SH
SOLE
15000
0
0
CATERPILLAR INC DEL
COM
149123101
285
1910
SH
SOLE
1910
0
0
CHEVRON CORP NEW
COM
166764100
1123
15593
SH
SOLE
15593
0
0
CISCO SYS INC
COM
17275R102
483
12274
SH
SOLE
12274
0
0
COCA COLA CO
COM
191216100
499
10113
SH
SOLE
10113
0
0
COLGATE PALMOLIVE CO
COM
194162103
443
5741
SH
SOLE
5741
0
0
COMCAST CORP NEW
CL A
20030N101
236
5098
SH
SOLE
5098
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1215
3422
SH
SOLE
3422
0
0
CSX CORP
COM
126408103
441
5675
SH
SOLE
5675
0
0
DANAHER CORPORATION
COM
235851102
359
1666
SH
SOLE
1666
0
0
DEXCOM INC
COM
252131107
5715
13863
SH
SOLE
13863
0
0
DISNEY WALT CO
COM DISNEY
254687106
709
5717
SH
SOLE
5717
0
0
DLH HLDGS CORP
COM
23335Q100
930
128314
SH
SOLE
128314
0
0
DOVER CORP
COM
260003108
248
2288
SH
SOLE
2288
0
0
ECOLAB INC
COM
278865100
243
1215
SH
SOLE
1215
0
0
ELECTRONIC ARTS INC
COM
285512109
274
2098
SH
SOLE
2098
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
369
23384
SH
SOLE
23384
0
0
EXXON MOBIL CORP
COM
30231G102
635
18490
SH
SOLE
18490
0
0
FACEBOOK INC
CL A
30303M102
3399
12980
SH
SOLE
12980
0
0
FEDEX CORP
COM
31428X106
355
1413
SH
SOLE
1413
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
6164
56522
SH
SOLE
56522
0
0
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
256
1359
SH
SOLE
1359
0
0
GENERAL ELECTRIC CO
COM
369604103
210
33769
SH
SOLE
33769
0
0
GW PHARMACEUTICALS PLC
ADS
36197T103
1017
10450
SH
SOLE
10450
0
0
HEICO CORP NEW
CL A
422806208
847
9555
SH
SOLE
9555
0
0
HERITAGE COMM CORP
COM
426927109
170
25603
SH
SOLE
25603
0
0
HOME DEPOT INC
COM
437076102
548
1972
SH
SOLE
1972
0
0
HONEYWELL INTL INC
COM
438516106
453
2750
SH
SOLE
2750
0
0
IDEXX LABS INC
COM
45168D104
337
857
SH
SOLE
857
0
0
ILLINOIS TOOL WKS INC
COM
452308109
250
1295
SH
SOLE
1295
0
0
INTEL CORP
COM
458140100
772
14907
SH
SOLE
14907
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
641
5271
SH
SOLE
5271
0
0
INVESCO QQQ TR
UNIT SER 1
46090e103
63328
227929
SH
SOLE
227929
0
0
ISHARES GOLD TRUST
ISHARES
464285105
6608
367317
SH
SOLE
367317
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
5310
100578
SH
SOLE
100578
0
0
ISHARES SILVER TR
ISHARES
46428Q109
378
17477
SH
SOLE
17477
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
201
2327
SH
SOLE
2327
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
75474
1252061
SH
SOLE
1252061
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
39326
559962
SH
SOLE
559962
0
0
ISHARES TR
CORE S&P500 ETF
464287200
184877
550130
SH
SOLE
550130
0
0
ISHARES TR
CORE US AGGBD ET
464287226
424
3592
SH
SOLE
3592
0
0
ISHARES TR
EAFE SML CP ETF
464288273
207
3502
SH
SOLE
3502
0
0
ISHARES TR
EAFE VALUE ETF
464288877
2344
58091
SH
SOLE
58091
0
0
ISHARES TR
EXPND TEC SC ETF
464287549
10873
35180
SH
SOLE
35180
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
2033
81545
SH
SOLE
81545
0
0
ISHARES TR
MSCI EAFE ETF
464287465
12297
193194
SH
SOLE
193194
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
204
4622
SH
SOLE
4622
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
530
3603
SH
SOLE
3603
0
0
ISHARES TR
RUS 1000 ETF
464287622
111220
594282
SH
SOLE
594282
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1420
6546
SH
SOLE
6546
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
6079
51458
SH
SOLE
51458
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
766
7716
SH
SOLE
7716
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
774
5165
SH
SOLE
5165
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
229
1169
SH
SOLE
1169
0
0
ISHARES TR
S&P 100 ETF
464287101
378
2430
SH
SOLE
2430
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
2170
19300
SH
SOLE
19300
0
0
ISHARES TR
SELECT DIVID ETF
464287168
507
6221
SH
SOLE
6221
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
7039
57501
SH
SOLE
57501
0
0
ISHARES TR
TIPS BD ETF
464287176
14161
111948
SH
SOLE
111948
0
0
ISHARES TR
U.S. TECH ETF
464287721
978
3250
SH
SOLE
3250
0
0
ISHARES TR
U.S. UTILITS ETF
464287697
984
6736
SH
SOLE
6736
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
2201
15436
SH
SOLE
15436
0
0
JOHNSON & JOHNSON
COM
478160104
1701
11424
SH
SOLE
11424
0
0
JPMORGAN CHASE & CO
COM
46625H100
1700
17658
SH
SOLE
17658
0
0
KIMBERLY CLARK CORP
COM
494368103
379
2567
SH
SOLE
2567
0
0
KROGER CO
COM
501044101
1814
53493
SH
SOLE
53493
0
0
LILLY ELI & CO
COM
532457108
375
2533
SH
SOLE
2533
0
0
LINDE PLC
SHS
G5494J103
235
988
SH
SOLE
988
0
0
LIVONGO HEALTH INC
COM
539183103
763
5451
SH
SOLE
5451
0
0
LOWES COS INC
COM
548661107
504
3037
SH
SOLE
3037
0
0
LULULEMON ATHLETICA INC
COM
550021109
341
1034
SH
SOLE
1034
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
415
1227
SH
SOLE
1227
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
345
1777
SH
SOLE
1777
0
0
MCDONALDS CORP
COM
580135101
541
2465
SH
SOLE
2465
0
0
MERCADOLIBRE INC
COM
58733R102
259
239
SH
SOLE
239
0
0
MERCK & CO. INC
COM
58933y105
663
7994
SH
SOLE
7994
0
0
MICROSOFT CORP
COM
594918104
8838
42018
SH
SOLE
42018
0
0
NETFLIX INC
COM
64110L106
398
796
SH
SOLE
796
0
0
NEW AMER HIGH INCOME FD INC
COM NEW
641876800
182
22310
SH
SOLE
22310
0
0
NEXTERA ENERGY INC
COM
65339F101
404
1457
SH
SOLE
1457
0
0
NIKE INC
CL B
654106103
255
2033
SH
SOLE
2033
0
0
NORFOLK SOUTHN CORP
COM
655844108
334
1559
SH
SOLE
1559
0
0
NVIDIA CORPORATION
COM
67066G104
317
585
SH
SOLE
585
0
0
ORACLE CORP
COM
68389X105
2386
39959
SH
SOLE
39959
0
0
PAYPAL HLDGS INC
COM
70450Y103
1043
5296
SH
SOLE
5296
0
0
PEPSICO INC
COM
713448108
1187
8561
SH
SOLE
8561
0
0
PFIZER INC
COM
717081103
517
14086
SH
SOLE
14086
0
0
PROCTER AND GAMBLE CO
COM
742718109
2162
15553
SH
SOLE
15553
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
260
12788
SH
SOLE
12788
0
0
QUALCOMM INC
COM
747525103
208
1771
SH
SOLE
1771
0
0
RADNET INC
COM
750491102
169
11000
SH
SOLE
11000
0
0
SALESFORCE COM INC
COM
79466L302
3287
13077
SH
SOLE
13077
0
0
SCHWAB CHARLES CORP
COM
808513105
4114
113557
SH
SOLE
113557
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
237
7541
SH
SOLE
7541
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
934
15732
SH
SOLE
15732
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2655
22753
SH
SOLE
22753
0
0
SLACK TECHNOLOGIES INC
COM CL A
83088V102
3488
129852
SH
SOLE
129852
0
0
SMUCKER J M CO
COM NEW
832696405
421
3643
SH
SOLE
3643
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1103
3975
SH
SOLE
3975
0
0
SPDR GOLD TR
GOLD SHS
78463v107
21381
120716
SH
SOLE
120716
0
0
SPDR INDEX SHS FDS
MSCI EAFE FS ETF
78470E106
1350
19743
SH
SOLE
19743
0
0
SPDR INDEX SHS FDS
MSCI EMR MKT ETF
78470E205
719
10887
SH
SOLE
10887
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
264950
791156
SH
SOLE
791156
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
285
841
SH
SOLE
841
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
288
3116
SH
SOLE
3116
0
0
SPDR SER TR
SPDR S&P 500 ETF
78468R796
1942
23246
SH
SOLE
23246
0
0
STARBUCKS CORP
COM
855244109
1328
15455
SH
SOLE
15455
0
0
TARGET CORP
COM
87612E106
739
4697
SH
SOLE
4697
0
0
TESLA INC
COM
88160R101
7383
17210
SH
SOLE
17210
0
0
TEXAS INSTRS INC
COM
882508104
361
2529
SH
SOLE
2529
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
361
817
SH
SOLE
817
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
220
1661
SH
SOLE
1661
0
0
UNION PAC CORP
COM
907818108
359
1825
SH
SOLE
1825
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
13361
80184
SH
SOLE
80184
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
430
1379
SH
SOLE
1379
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
222
2677
SH
SOLE
2677
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
214
940
SH
SOLE
940
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1082
6919
SH
SOLE
6919
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
8775
111133
SH
SOLE
111133
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
779
2533
SH
SOLE
2533
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
258
1677
SH
SOLE
1677
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
7344
43123
SH
SOLE
43123
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
223
2132
SH
SOLE
2132
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
5457
108171
SH
SOLE
108171
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1068
24709
SH
SOLE
24709
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1098
8535
SH
SOLE
8535
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
159336
3895741
SH
SOLE
3895741
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
879
17035
SH
SOLE
17035
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
490
7930
SH
SOLE
7930
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
81695
262304
SH
SOLE
262304
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
584
9823
SH
SOLE
9823
0
0
VISA INC
COM CL A
92826C839
845
4225
SH
SOLE
4225
0
0
WALMART INC
COM
931142103
725
5182
SH
SOLE
5182
0
0
WELLS FARGO CO NEW
COM
949746101
3190
135671
SH
SOLE
135671
0
0
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
1529
7324
SH
SOLE
7324
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
332
5543
SH
SOLE
5543
0
0