Compliance Officer

0001765380-23-000190.txt : 20231027 0001765380-23-000190.hdr.sgml : 20231027 20231027172841 ACCESSION NUMBER: 0001765380-23-000190 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231027 DATE AS OF CHANGE: 20231027 EFFECTIVENESS DATE: 20231027 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: 231356492 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 X0202 13F-HR LIVE false true false 0001821271 XXXXXXXX 09-30-2023 09-30-2023 Bordeaux Wealth Advisors LLC

1550 EL CAMINO REAL SUITE 100 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-20557 N Susan Brodnick Compliance Officer 513-977-8532 Susan Brodnick Cincinnati OH 10-27-2023 0 93 247136394 false INFORMATION TABLE 2 bordeaux13f3q2023.xml ABBOTT LABS COM 002824100 208519 2153 SH SOLE 0 0 0 2153 ABBVIE INC COM 00287Y109 330019 2214 SH SOLE 0 0 0 2214 AIRBNB INC COM CL A 009066101 1774812 12935 SH SOLE 0 0 0 12935 ALPHABET INC CAP STK CL C 02079K107 38825283 294466 SH SOLE 0 0 0 294466 ALPHABET INC CAP STK CL A 02079K305 14105138 107788 SH SOLE 0 0 0 107788 AMAZON COM INC COM 023135106 3206730 25226 SH SOLE 0 0 0 25226 APPLE INC COM 037833100 39316983 229642 SH SOLE 0 0 0 229642 AURORA INNOVATION INC CLASS A COM 051774107 1530443 651252 SH SOLE 0 0 0 651252 AUTOMATIC DATA PROCESSING IN COM 053015103 875952 3641 SH SOLE 0 0 0 3641 BOEING CO COM 097023105 373781 1950 SH SOLE 0 0 0 1950 BROOKFIELD CORP CL A LTD VT SH 11271J107 229460 7338 SH SOLE 0 0 0 7338 CADENCE DESIGN SYSTEM INC COM 127387108 977734 4173 SH SOLE 0 0 0 4173 CATERPILLAR INC COM 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