0001765380-21-000021.txt : 20210204 0001765380-21-000021.hdr.sgml : 20210204 20210204113136 ACCESSION NUMBER: 0001765380-21-000021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210204 DATE AS OF CHANGE: 20210204 EFFECTIVENESS DATE: 20210204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bordeaux Wealth Advisors LLC CENTRAL INDEX KEY: 0001821271 IRS NUMBER: 815078005 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20557 FILM NUMBER: 21589769 BUSINESS ADDRESS: STREET 1: 3000 SAND HILL RD. STREET 2: #1-150 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-289-1105 MAIL ADDRESS: STREET 1: 3000 SAND HILL RD. STREET 2: #1-150 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001821271 XXXXXXXX 12-31-2020 12-31-2020 Bordeaux Wealth Advisors LLC

3000 SAND HILL RD. #1-150 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-20557 N Madeline Hedges 5138325467 Madeline Hedges Cincinnati OH 02-04-2021 0 58 132980 false INFORMATION TABLE 2 20204QBWA13F.xml AXT INC COM 00246W103 870 90959 SH SOLE 0 0 90959 ALEXION PHARMACEUTICALS INC COM 015351109 250 1600 SH SOLE 0 0 1600 ALPHABET INC CAP STK CL C 02079K107 4448 2539 SH SOLE 0 0 2539 ALPHABET INC CAP STK CL A 02079K305 1169 667 SH SOLE 0 0 667 AMAZON COM INC COM 023135106 498 153 SH SOLE 0 0 153 APPLE INC COM 037833100 14939 112588 SH SOLE 0 0 112588 AUTOMATIC DATA PROCESSING IN COM 053015103 750 4257 SH SOLE 0 0 4257 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 486 2096 SH SOLE 0 0 2096 BOEING CO COM 097023105 480 2243 SH SOLE 0 0 2243 CADENCE DESIGN SYSTEM INC COM 127387108 566 4150 SH SOLE 0 0 4150 CATERPILLAR INC COM 149123101 455 2500 SH SOLE 0 0 2500 CHEGG INC COM 163092109 5492 60799 SH SOLE 0 0 60799 COCA COLA CO COM 191216100 526 9589 SH SOLE 0 0 9589 COMFORT SYS USA INC COM 199908104 626 625767 SH SOLE 0 0 625767 COUPA SOFTWARE INC COM 22266L106 36304 107121 SH SOLE 0 0 107121 DANAHER CORPORATION COM 235851102 1021 4597 SH SOLE 0 0 4597 DISNEY WALT CO COM 254687106 1290 7121 SH SOLE 0 0 7121 DUKE ENERGY CORP NEW COM NEW 26441C204 244 2666 SH SOLE 0 0 2666 EMERSON ELEC CO COM 291011104 338 4200 SH SOLE 0 0 4200 FACEBOOK INC CL A 30303M102 308 1128 SH SOLE 0 0 1128 INTEL CORP COM 458140100 641 12873 SH SOLE 0 0 12873 ISHARES TR CORE S&P TTL STK 464287150 2731 31674 SH SOLE 0 0 31674 ISHARES TR CORE S&P500 ETF 464287200 737 1962 SH SOLE 0 0 1962 ISHARES TR MSCI EMG MKT ETF 464287234 1116 21589 SH SOLE 0 0 21589 ISHARES TR MSCI EAFE ETF 464287465 509 6975 SH SOLE 0 0 6975 ISHARES TR CORE S&P MCP ETF 464287507 7869 34240 SH SOLE 0 0 34240 ISHARES TR RUS 1000 VAL ETF 464287598 608 4450 SH SOLE 0 0 4450 ISHARES TR RUS 1000 GRW ETF 464287614 637 2643 SH SOLE 0 0 2643 ISHARES TR RUS 1000 ETF 464287622 10631 50185 SH SOLE 0 0 50185 ISHARES TR RUSSELL 2000 ETF 464287655 942 4804 SH SOLE 0 0 4804 ISHARES TR CORE S&P SCP ETF 464287804 762 8295 SH SOLE 0 0 8295 JPMORGAN CHASE & CO COM 46625H100 411 3232 SH SOLE 0 0 3232 JOHNSON & JOHNSON COM 478160104 603 3834 SH SOLE 0 0 3834 MCDONALDS CORP COM 580135101 980 4569 SH SOLE 0 0 4569 MEDALLIA INC COM 584021109 820 24690 SH SOLE 0 0 24690 MICROSOFT CORP COM 594918104 4566 20527 SH SOLE 0 0 20527 MICRON TECHNOLOGY INC COM 595112103 226 3000 SH SOLE 0 0 3000 NEUBERGER BERMAN MLP & ENERG COM 64129H104 738 219124 SH SOLE 0 0 219124 ORACLE CORP COM 68389X105 742 11471 SH SOLE 0 0 11471 PFIZER INC COM 717081103 662 17996 SH SOLE 0 0 17996 PROCTER AND GAMBLE CO COM 742718109 823 5913 SH SOLE 0 0 5913 SPDR S&P 500 ETF TR TR UNIT 78462F103 357 954 SH SOLE 0 0 954 SPDR GOLD TR GOLD SHS 78463V107 448 2513 SH SOLE 0 0 2513 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 9868 23499 SH SOLE 0 0 23499 SALESFORCE COM INC COM 79466L302 802 3605 SH SOLE 0 0 3605 SQUARE INC CL A 852234103 214 981 SH SOLE 0 0 981 TARGET CORP COM 87612E106 546 3091 SH SOLE 0 0 3091 THERMO FISHER SCIENTIFIC INC COM 883556102 1124 2413 SH SOLE 0 0 2413 3M CO COM 88579Y101 428 2446 SH SOLE 0 0 2446 TWIST BIOSCIENCE CORP COM 90184D100 462 3267 SH SOLE 0 0 3267 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 518 6244 SH SOLE 0 0 6244 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 484 5488 SH SOLE 0 0 5488 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 920 19483 SH SOLE 0 0 19483 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3019 60241 SH SOLE 0 0 60241 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 468 1361 SH SOLE 0 0 1361 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1837 21634 SH SOLE 0 0 21634 VANGUARD INDEX FDS GROWTH ETF 922908736 1754 6923 SH SOLE 0 0 6923 VANGUARD INDEX FDS TOTAL STK MKT 922908769 917 4712 SH SOLE 0 0 4712