Compliance Officer

0001765380-24-000015.txt : 20240206 0001765380-24-000015.hdr.sgml : 20240206 20240206112423 ACCESSION NUMBER: 0001765380-24-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bordeaux Wealth Advisors LLC CENTRAL INDEX KEY: 0001821271 ORGANIZATION NAME: 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: 24598970 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 12-31-2023 12-31-2023 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 02-06-2024 0 109 295961941 false INFORMATION TABLE 2 20234QBWA13F.xml ALPHABET INC CAP STK CL C 02079K107 51351823 364378 SH SOLE 0 0 0 364378 APPLE INC COM 037833100 44929842 233365 SH SOLE 0 0 0 233365 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21617543 91129 SH SOLE 0 0 0 91129 ALPHABET INC CAP STK CL A 02079K305 14800156 105950 SH SOLE 0 0 0 105950 META PLATFORMS INC CL A 30303M102 14465284 40867 SH SOLE 0 0 0 40867 NVIDIA CORPORATION COM 67066G104 13086507 26426 SH SOLE 0 0 0 26426 ISHARES TR RUS 1000 ETF 464287622 12881425 49117 SH SOLE 0 0 0 49117 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 9733733 19184 SH SOLE 0 0 0 19184 MICROSOFT CORP COM 594918104 9286121 24695 SH SOLE 0 0 0 24695 VANGUARD STAR FDS VG TL INTL STK F 921909768 8042594 138761 SH SOLE 0 0 0 138761 ISHARES TR CORE S&P MCP ETF 464287507 7549012 27238 SH SOLE 0 0 0 27238 TESLA INC COM 88160R101 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