0001039807-20-000009.txt : 20201110
0001039807-20-000009.hdr.sgml : 20201110
20201110104024
ACCESSION NUMBER: 0001039807-20-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201110
DATE AS OF CHANGE: 20201110
EFFECTIVENESS DATE: 20201110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BOSTON FAMILY OFFICE LLC
CENTRAL INDEX KEY: 0001039807
IRS NUMBER: 050492777
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06344
FILM NUMBER: 201300031
BUSINESS ADDRESS:
STREET 1: 88 BROAD STREET
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6176240800
MAIL ADDRESS:
STREET 1: 88 BROAD STREET
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001039807
XXXXXXXX
09-30-2020
09-30-2020
BOSTON FAMILY OFFICE LLC
88 BROAD STREET
BOSTON
MA
02110
13F HOLDINGS REPORT
028-06344
N
George Beal
Managing Partner
6176240800
George Beal
Boston
MA
11-10-2020
0
237
1101957
false
INFORMATION TABLE
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bfo0920.xml
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Abbvie
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Chevron Corp
COM
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Church & Dwight Inc.
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COM
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Splunk Inc
COM
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COM
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COM
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0
0
Viaspace Inc.
COM
92554W106
0
207550
SH
SOLE
207550
0
0
Visa Inc Class A
COM
92826C839
23553
117783
SH
SOLE
117783
0
0
Wabtec Corp
COM
929740108
201
3245
SH
SOLE
3245
0
0
Wal-Mart Stores Inc
COM
931142103
904
6459
SH
SOLE
6459
0
0
Walgreen Boots Alliance
COM
931427108
375
10450
SH
SOLE
10450
0
0
Waste Management
COM
94106L109
4374
38651
SH
SOLE
38651
0
0
WEC Energy Group
COM
92939u106
505
5213
SH
SOLE
5213
0
0
Welltower
COM
95040q104
1373
24925
SH
SOLE
24925
0
0
Weyerhaeuser Co
COM
962166104
2105
73798
SH
SOLE
73798
0
0
Xylem
COM
98419m100
4965
59024
SH
SOLE
59024
0
0
Yum China Holdings
COM
98850p109
347
6561
SH
SOLE
6561
0
0
Zebra Tech Corp Cl A
COM
989207105
21328
84480
SH
SOLE
84480
0
0
Invesco QQQ Trust
EFT
46090E103
10089
36314
SH
SOLE
36314
0
0
iShares 500 Growth Index Fund
EFT
464287309
1140
4932
SH
SOLE
4932
0
0
iShares Core MSCI EAFE
EFT
46432f842
410
6805
SH
SOLE
6805
0
0
iShares Core MSCIEmerging
EFT
46434g103
211
3990
SH
SOLE
3990
0
0
iShares Core S&P Mid-Cap
EFT
464287507
2091
11282
SH
SOLE
11282
0
0
iShares MSCI Emerging Markets
EFT
464287234
4623
104864
SH
SOLE
104864
0
0
iShares Russell 1000 Growth
EFT
464287614
276
1272
SH
SOLE
1272
0
0
iShares Russell 2000 Growth
EFT
464287648
1003
4530
SH
SOLE
4530
0
0
iShares Russell 2000 Index Fun
EFT
464287655
1262
8428
SH
SOLE
8428
0
0
iShares Russell Micro-cap Inde
EFT
464288869
250
2758
SH
SOLE
2758
0
0
iShares Russell Mid-Cap Index
EFT
464287499
1195
20832
SH
SOLE
20832
0
0
iShares S&P 500 Index Fund
EFT
464287200
1998
5946
SH
SOLE
5946
0
0
iShares S&P 500 Value Index Fu
EFT
464287408
611
5435
SH
SOLE
5435
0
0
iShares S&P SmallCap 600 Index
EFT
464287804
10263
146134
SH
SOLE
146134
0
0
SPDR S&P 500
EFT
78462F103
26065
77833
SH
SOLE
77833
0
0
SPDR S&P Dividend
EFT
78464A763
564
6106
SH
SOLE
6106
0
0
SPDR S&P MidCap 400
EFT
78467Y107
12081
35655
SH
SOLE
35655
0
0
VanEck Vectors Morningstar Int
EFT
92189f593
753
25677
SH
SOLE
25677
0
0
VanEck Vectors Morningstar Wid
EFT
92189f643
1335
24460
SH
SOLE
24460
0
0
Vanguard Dividend Appreciation
EFT
921908844
3001
23322
SH
SOLE
23322
0
0
Vanguard Extended Market
EFT
922908652
2804
21613
SH
SOLE
21613
0
0
Vanguard FTSE All-World Ex-US
EFT
922042775
2884
57163
SH
SOLE
57163
0
0
Vanguard FTSE Developed Market
EFT
921943858
2979
72827
SH
SOLE
72827
0
0
Vanguard FTSE Emerging Mkts
EFT
922042858
12593
291243
SH
SOLE
291243
0
0
Vanguard High Dividend Yield
EFT
921946406
391
4830
SH
SOLE
4830
0
0
Vanguard Large-Cap
EFT
922908637
1415
9047
SH
SOLE
9047
0
0
Vanguard Mid-Cap
EFT
922908629
934
5300
SH
SOLE
5300
0
0
Vanguard S&P 500
EFT
922908363
793
2576
SH
SOLE
2576
0
0
Vanguard Small-Cap
EFT
922908751
406
2640
SH
SOLE
2640
0
0
Vanguard Total Intl Stock ETF
EFT
921909768
2572
49293
SH
SOLE
49293
0
0
Vanguard Total Stock
EFT
922908769
4604
27033
SH
SOLE
27033
0
0
Wisdomtree Emerging Mkts Sm Ca
EFT
97717W281
1116
27001
SH
SOLE
27001
0
0
IShares UK Property UCITS ETF
COM
IE00B1TXL
233
37400
SH
SOLE
37400
0
0