0001765380-21-000038.txt : 20210426 0001765380-21-000038.hdr.sgml : 20210426 20210426142453 ACCESSION NUMBER: 0001765380-21-000038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 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: 21853319 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 03-31-2021 03-31-2021 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 CA 04-26-2021 0 61 144129 false INFORMATION TABLE 2 20211QBWA13F.xml ALEXION PHARMACEUTICALS INC COM 015351109 245 1600 SH SOLE 0 0 1600 ALPHABET INC CAP STK CL C 02079K107 5240 2533 SH SOLE 0 0 2533 ALPHABET INC CAP STK CL A 02079K305 1365 662 SH SOLE 0 0 662 AMAZON COM INC COM 023135106 473 153 SH SOLE 0 0 153 APPLE INC COM 037833100 13684 112027 SH SOLE 0 0 112027 AUTOMATIC DATA PROCESSING IN COM 053015103 802 4257 SH SOLE 0 0 4257 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 519 2031 SH SOLE 0 0 2031 BOEING CO COM 097023105 475 1864 SH SOLE 0 0 1864 CADENCE DESIGN SYSTEM INC COM 127387108 569 4150 SH SOLE 0 0 4150 CATERPILLAR INC COM 149123101 580 2500 SH SOLE 0 0 2500 CHEGG INC COM 163092109 5833 68094 SH SOLE 0 0 68094 COCA COLA CO COM 191216100 480 9100 SH SOLE 0 0 9100 COMFORT SYS USA INC COM 199908104 444 444426 SH SOLE 0 0 444426 COUPA SOFTWARE INC COM 22266L106 26548 104321 SH SOLE 0 0 104321 DANAHER CORPORATION COM 235851102 1035 4597 SH SOLE 0 0 4597 DISNEY WALT CO COM 254687106 1313 7116 SH SOLE 0 0 7116 DOORDASH INC CL A 25809K105 1184 9028 SH SOLE 0 0 9028 DUKE ENERGY CORP NEW COM NEW 26441C204 257 2666 SH SOLE 0 0 2666 EMERSON ELEC CO COM 291011104 379 4200 SH SOLE 0 0 4200 FACEBOOK INC CL A 30303M102 322 1093 SH SOLE 0 0 1093 INTEL CORP COM 458140100 822 12850 SH SOLE 0 0 12850 ISHARES TR CORE S&P TTL STK 464287150 2901 31674 SH SOLE 0 0 31674 ISHARES TR CORE S&P500 ETF 464287200 777 1952 SH SOLE 0 0 1952 ISHARES TR MSCI EMG MKT ETF 464287234 1152 21589 SH SOLE 0 0 21589 ISHARES TR MSCI EAFE ETF 464287465 529 6975 SH SOLE 0 0 6975 ISHARES TR CORE S&P MCP ETF 464287507 7641 29358 SH SOLE 0 0 29358 ISHARES TR RUS 1000 VAL ETF 464287598 674 4450 SH SOLE 0 0 4450 ISHARES TR RUS 1000 GRW ETF 464287614 642 2643 SH SOLE 0 0 2643 ISHARES TR RUS 1000 ETF 464287622 11233 50185 SH SOLE 0 0 50185 ISHARES TR RUSSELL 2000 ETF 464287655 864 3909 SH SOLE 0 0 3909 ISHARES TR CORE S&P SCP ETF 464287804 895 8250 SH SOLE 0 0 8250 JPMORGAN CHASE & CO COM 46625H100 490 3218 SH SOLE 0 0 3218 JOHNSON & JOHNSON COM 478160104 633 3850 SH SOLE 0 0 3850 LYFT INC CL A COM 55087P104 3096 49007 SH SOLE 0 0 49007 MCDONALDS CORP COM 580135101 1001 4465 SH SOLE 0 0 4465 MEDALLIA INC COM 584021109 689 24690 SH SOLE 0 0 24690 MICROSOFT CORP COM 594918104 4709 19971 SH SOLE 0 0 19971 MICRON TECHNOLOGY INC COM 595112103 265 3000 SH SOLE 0 0 3000 NEUBERGER BERMAN MLP & ENERG COM 64129H104 916 218104 SH SOLE 0 0 218104 ORACLE CORP COM 68389X105 307 4370 SH SOLE 0 0 4370 PFIZER INC COM 717081103 652 17996 SH SOLE 0 0 17996 PROCTER AND GAMBLE CO COM 742718109 798 5890 SH SOLE 0 0 5890 SPDR S&P 500 ETF TR TR UNIT 78462F103 379 955 SH SOLE 0 0 955 SPDR GOLD TR GOLD SHS 78463V107 407 2545 SH SOLE 0 0 2545 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 10971 23045 SH SOLE 0 0 23045 SALESFORCE COM INC COM 79466L302 764 3605 SH SOLE 0 0 3605 SQUARE INC CL A 852234103 223 981 SH SOLE 0 0 981 TARGET CORP COM 87612E106 611 3086 SH SOLE 0 0 3086 TESLA INC COM 88160R101 216 324 SH SOLE 0 0 324 THERMO FISHER SCIENTIFIC INC COM 883556102 1098 2406 SH SOLE 0 0 2406 3M CO COM 88579Y101 447 2320 SH SOLE 0 0 2320 TWIST BIOSCIENCE CORP COM 90184D100 405 3267 SH SOLE 0 0 3267 VANGUARD STAR FDS VG TL INTL STK F 921909768 4535 72322 SH SOLE 0 0 72322 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 513 6244 SH SOLE 0 0 6244 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 292 3450 SH SOLE 0 0 3450 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 969 19738 SH SOLE 0 0 19738 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2877 55276 SH SOLE 0 0 55276 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 496 1361 SH SOLE 0 0 1361 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1957 21300 SH SOLE 0 0 21300 VANGUARD INDEX FDS GROWTH ETF 922908736 1790 6965 SH SOLE 0 0 6965 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11746 56828 SH SOLE 0 0 56828