0001765380-22-000095.txt : 20220728 0001765380-22-000095.hdr.sgml : 20220728 20220728113419 ACCESSION NUMBER: 0001765380-22-000095 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220728 DATE AS OF CHANGE: 20220728 EFFECTIVENESS DATE: 20220728 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: 221113625 BUSINESS ADDRESS: STREET 1: 1550 EL CAMINO REAL STREET 2: SUITE 100 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-289-1105 MAIL ADDRESS: STREET 1: 1550 EL CAMINO REAL STREET 2: SUITE 100 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001821271 XXXXXXXX 06-30-2022 06-30-2022 Bordeaux Wealth Advisors LLC

1550 EL CAMINO REAL SUITE 100 MENLO PARK CA 94025

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464287150 2662 31770 SH SOLE 0 0 31770 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2033 48804 SH SOLE 0 0 48804 UPSTART HLDGS INC COM 91680M107 1897 60000 SH SOLE 0 0 60000 AMAZON COM INC COM 023135106 1808 17020 SH SOLE 0 0 17020 ALPHABET INC CAP STK CL A 02079K305 1641 753 SH SOLE 0 0 753 FOCUS FINL PARTNERS INC COM CL A 34417P100 1476 43339 SH SOLE 0 0 43339 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1464 16072 SH SOLE 0 0 16072 BERKSHIRE GREY INC COM CL A 084656107 1437 990728 SH SOLE 0 0 990728 THERMO FISHER SCIENTIFIC INC COM 883556102 1258 2315 SH SOLE 0 0 2315 AIRBNB INC COM CL A 009066101 1155 12963 SH SOLE 0 0 12963 VANGUARD INDEX FDS GROWTH ETF 922908736 1139 5110 SH SOLE 0 0 5110 ISHARES TR CORE S&P500 ETF 464287200 1101 2905 SH SOLE 0 0 2905 PFIZER INC COM 717081103 1079 20576 SH SOLE 0 0 20576 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 991 24278 SH SOLE 0 0 24278 CHEGG INC COM 163092109 962 51251 SH SOLE 0 0 51251 DANAHER CORPORATION COM 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