0001039807-21-000002.txt : 20210216
0001039807-21-000002.hdr.sgml : 20210216
20210216091507
ACCESSION NUMBER: 0001039807-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210216
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: 21633207
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
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false
false
false
0001039807
XXXXXXXX
12-31-2020
12-31-2020
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
02-16-2021
0
258
1299777
false
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COM
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COM
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22900
SH
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Splunk Inc Com
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SS&C Technologies Holdings Inc
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23495
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Stanley Black & Decker Inc
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5436
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Starbucks Corp
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5441
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Starwood PPTY TR Inc
COM
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760
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SH
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State STR Corp Com
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Target Corp
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Teladoc Inc
COM
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Teradyne Inc
COM
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13525
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Texas Instruments Inc
COM
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3448
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The Bank Of New York Mellon Corporation (BNY Mellon)
COM
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630
14845
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14845
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The Travelers Companies Inc
COM
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2000
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Thermo Fisher Scientific Inc
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Thor Industries Inc
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TJX Cos Inc New
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405
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COM
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3460
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3460
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COM
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6000
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259
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4573
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Verizon
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148095
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Walt Disney Co
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Xylem Inc
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Yum China HLDGS Inc
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Blackstone Group Inc
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0
The Trade Desk, Inc
COM CL A
88339J105
380
475
SH
SOLE
475
0
0
Visa Inc
COM CL A
92826C839
26112
119383
SH
SOLE
119383
0
0
US Bancorp Del
COM NEW
902973304
319
6842
SH
SOLE
6842
0
0
Weyerhaeuser Co
COM NEW
962166104
1747
52101
SH
SOLE
52101
0
0
McCormick & Co Inc
COM NON VTG
579780206
14252
149092
SH
SOLE
149092
0
0
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
46432F842
495
7163
SH
SOLE
7163
0
0
iShares Core MSCI Emerg MKTS
CORE MSCI EMKT
46434G103
248
3990
SH
SOLE
3990
0
0
iShares Core S&P Mid-Cap ETF
CORE S&P MCP ETF
464287507
2584
11243
SH
SOLE
11243
0
0
iShares Core S&P Small-Cap ETF
CORE S&P SCP ETF
464287804
13108
142629
SH
SOLE
142629
0
0
iShares Core S&P (500 Etf)
CORE S&P500 ETF
464287200
2344
6244
SH
SOLE
6244
0
0
Vanguard Dividend Apprec ETF
DIV APP ETF
921908844
3693
26163
SH
SOLE
26163
0
0
Wisdomtree TR (emerging MKTS)
EMG MKTS SMCAP
97717W281
1154
24187
SH
SOLE
24187
0
0
iShares S&P North American Technology Sector Index Fund
EXPND TEC SC ETF
464287549
700
2000
SH
SOLE
2000
0
0
Vanguard Extd MKT ETF
EXTEND MKT ETF
922908652
3631
22046
SH
SOLE
22046
0
0
iShares Floating Rate ETF
FLTG RATE NT ETF
46429B655
9884
194870
SH
SOLE
194870
0
0
Vanguard FTSE Developed MKT ETF
FTSE DEV MKT ETF
921943858
3418
72406
SH
SOLE
72406
0
0
Vanguard FTSE Emerging MKTS ETF
FTSE EMR MKT ETF
922042858
14452
288397
SH
SOLE
288397
0
0
Vanguard Whitehall (FDS High Dividend Yield ETF SHS)
HIGH DIV YLD
921946406
442
4830
SH
SOLE
4830
0
0
Vanguard Inter Term Treas ETF
INTER TERM TREAS
92206C706
2689
38742
SH
SOLE
38742
0
0
Vanguard Intermediate Term Bond ETF
INTERMED TERM
921937819
521
5611
SH
SOLE
5611
0
0
Vanguard Inter Term Corporatebd Bond ETF
INT-TERM CORP
92206C870
367
3779
SH
SOLE
3779
0
0
iShares Comex Gold Trust
ISHARES
464285105
1025
56550
SH
SOLE
56550
0
0
iShares Barclays 1-3 Year Credit Bond Fund
ISHS 1-5YR INVS
464288646
649
11765
SH
SOLE
11765
0
0
Vanguard Large-Cap Vipers
LARGE CAP ETF
922908637
1590
9047
SH
SOLE
9047
0
0
iShares Russell Microcap Inx Fund
MICRO-CAP ETF
464288869
327
2758
SH
SOLE
2758
0
0
Vanguard Index FDS (vanguard Mid Cap Vipers Formerly Vanguard)
MID CAP ETF
922908629
1096
5300
SH
SOLE
5300
0
0
Vaneck Morningstar Intl Moat ETF
MORNINGSTAR INTL
92189F593
826
24557
SH
SOLE
24557
0
0
Vaneck Morningstar Wide Moat ETF
MORNINGSTAR WIDE
92189F643
1444
23292
SH
SOLE
23292
0
0
iShares MSCI Emerging Markets Index Fund
MSCI EMG MKT ETF
464287234
5447
105414
SH
SOLE
105414
0
0
Crispr Therapeutics AG
NAMEN AKT
H17182108
1577
10300
SH
SOLE
10300
0
0
Alcon Inc
ORD SHS
H01301128
1902
28821
SH
SOLE
28821
0
0
Allegion PLC Com
ORD SHS
G0176J109
550
4728
SH
SOLE
4728
0
0
Vanguard Real Estate ETF
REAL ESTATE ETF
922908553
1139
13413
SH
SOLE
13413
0
0
T E Connectivity Limited
REG SHS
H84989104
12961
107051
SH
SOLE
107051
0
0
iShares Russell (1000 Growth Etf)
RUS 1000 GRW ETF
464287614
307
1272
SH
SOLE
1272
0
0
iShares Russell (2000 Growth Etf)
RUS 2000 GRW ETF
464287648
1299
4530
SH
SOLE
4530
0
0
iShares Russell Midcap Index Fund
RUS MID CAP ETF
464287499
1421
20728
SH
SOLE
20728
0
0
iShares Russell 2000 Index Fund
RUSSELL 2000 ETF
464287655
1634
8334
SH
SOLE
8334
0
0
Vanguard S&P 500 Index ETF
S&P 500 ETF SHS
922908363
1077
3135
SH
SOLE
3135
0
0
iShares S&P 500/Barra GRTH Index
S&P 500 GRWT ETF
464287309
1259
19728
SH
SOLE
19728
0
0
iShares S&P 500/Barra Value Indx
S&P 500 VAL ETF
464287408
696
5435
SH
SOLE
5435
0
0
SPDR Ser TR (S&P Biotech Etf)
S&P BIOTECH
78464A870
8697
61778
SH
SOLE
61778
0
0
SPDR S&P Dividend ETF
S&P DIVID ETF
78464A763
498
4702
SH
SOLE
4702
0
0
Vanguard Short-Term Government Bond ETF
SHORT TERM TREAS
92206C102
18086
293607
SH
SOLE
293607
0
0
Vanguard Short-Term Bond ETF
SHORT TRM BOND
921937827
21034
253733
SH
SOLE
253733
0
0
Vanguard Short-Term Corporate Bond ETF
SHRT TRM CORP BD
92206C409
13837
166210
SH
SOLE
166210
0
0
Golar LNG Limited
SHS
G9456A100
3086
320170
SH
SOLE
320170
0
0
Medtronic PLC
SHS
G5960L103
1082
9236
SH
SOLE
9236
0
0
Seagate Technology
SHS
G7945M107
1305
21000
SH
SOLE
21000
0
0
Trane Technologies
SHS
G8994E103
1957
13480
SH
SOLE
13480
0
0
Accenture PLC
SHS CLASS A
G1151C101
1128
4317
SH
SOLE
4317
0
0
Steris PLC
SHS USD
G8473T100
896
4725
SH
SOLE
4725
0
0
Vanguard Small-Cap Vipers
SMALL CP ETF
922908751
514
2640
SH
SOLE
2640
0
0
Royal Dutch Shell
SPON ADR B
780259206
360
10245
SH
SOLE
10245
0
0
Diageo ADR Each Repr
SPON ADR NEW
25243Q205
1814
11424
SH
SOLE
11424
0
0
Unilever PLC Spon
SPON ADR NEW
904767704
400
6630
SH
SOLE
6630
0
0
Abb LTD Sponsored
SPONSORED ADR
000375204
357
12768
SH
SOLE
12768
0
0
GlaxoSmithKline PLC
SPONSORED ADR
37733W105
284
7729
SH
SOLE
7729
0
0
Novartis AG
SPONSORED ADR
66987V109
1730
18325
SH
SOLE
18325
0
0
Vanguard Short-Term Inflation Protected Index ETF
STRM INFPROIDX
922020805
7854
153704
SH
SOLE
153704
0
0
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
5275
64837
SH
SOLE
64837
0
0
Vanguard Total US Stock Mkt ETF
TOTAL STK MKT
922908769
5237
26905
SH
SOLE
26905
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
29151
77970
SH
SOLE
77970
0
0
Sprott Physical Gold And Silver Trust
TR UNIT
85208R101
233
12056
SH
SOLE
12056
0
0
iShares TR Dow Jones Tech Sec FD
U.S. TECH ETF
464287721
953
11200
SH
SOLE
11200
0
0
Invesco QQQ TR Unit (ser 1)
UNIT SER 1
46090E103
10965
34949
SH
SOLE
34949
0
0
SPDR S&P Midcap 400 (etf TR Utser1 S&PDCRP)
UTSER1 S&PDCRP
78467Y107
14784
35207
SH
SOLE
35207
0
0
Invesco Variable Rate PFD ETF
VAR RATE PFD
46138G870
8513
328073
SH
SOLE
328073
0
0
Vanguard Total Intl Stock Index ETF
VG TL INTL STK F
921909768
2965
49293
SH
SOLE
49293
0
0