0001172661-13-001350.txt : 20131022 0001172661-13-001350.hdr.sgml : 20131022 20131022120515 ACCESSION NUMBER: 0001172661-13-001350 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131022 DATE AS OF CHANGE: 20131022 EFFECTIVENESS DATE: 20131022 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BINGHAM OSBORN & SCARBOROUGH LLC CENTRAL INDEX KEY: 0001276673 IRS NUMBER: 943241802 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10638 FILM NUMBER: 131163088 BUSINESS ADDRESS: STREET 1: 345 CALIFORNIA ST STREET 2: STE 1100 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-781-8535 MAIL ADDRESS: STREET 1: 345 CALIFORNIA ST STREET 2: STE 1100 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001276673 XXXXXXXX 09-30-2013 09-30-2013 false BINGHAM OSBORN & SCARBOROUGH LLC

345 California St Ste 1100 San Francisco CA 94104

13F HOLDINGS REPORT 028-10638 N Carol Benz 415-781-8535 /s/ Carol Benz San Francisco CA 10-22-2013 0 91 625370 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 483 14552 SH SOLE 14552 0 0 ABBVIE INC COM 00287Y109 686 15342 SH SOLE 15342 0 0 AMAZON COM INC COM 023135106 2059 6586 SH SOLE 6586 0 0 AMERICAN EXPRESS CO COM 025816109 225 2980 SH SOLE 2980 0 0 APPLE INC COM 037833100 1600 3356 SH SOLE 3356 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 275 6418 SH SOLE 6418 0 0 AT&T INC COM 00206R102 246 7278 SH SOLE 7278 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1363 8 SH SOLE 8 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1756 15472 SH SOLE 15472 0 0 BOEING CO COM 097023105 344 2925 SH SOLE 2925 0 0 BOSTON PRIVATE FINL HLDGS IN COM 101119105 996 89806 SH SOLE 89806 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 395 8541 SH SOLE 8541 0 0 CHEVRON CORP NEW COM 166764100 3353 27599 SH SOLE 27599 0 0 COLGATE PALMOLIVE CO COM 194162103 200 3376 SH SOLE 3376 0 0 DISNEY WALT CO COM DISNEY 254687106 267 4147 SH SOLE 4147 0 0 DOVER CORP COM 260003108 808 9000 SH SOLE 9000 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 719 12280 SH SOLE 12280 0 0 EMERSON ELEC CO COM 291011104 325 5021 SH SOLE 5021 0 0 EMULEX CORP COM NEW 292475209 123 15873 SH SOLE 15873 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 334 5479 SH SOLE 5479 0 0 EXXON MOBIL CORP COM 30231G102 3445 40041 SH SOLE 40041 0 0 FACEBOOK INC CL A 30303M102 1501 29881 SH SOLE 29881 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 218 12931 SH SOLE 12931 0 0 GENERAL ELECTRIC CO COM 369604103 1307 54726 SH SOLE 54726 0 0 GILEAD SCIENCES INC COM 375558103 329 5236 SH SOLE 5236 0 0 GOOGLE INC CL A 38259P508 426 486 SH SOLE 486 0 0 HARLEY DAVIDSON INC COM 412822108 206 3200 SH SOLE 3200 0 0 HONEYWELL INTL INC COM 438516106 397 4783 SH SOLE 4783 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 946 5110 SH SOLE 5110 0 0 ISHARES SELECT DIVID ETF 464287168 466 7018 SH SOLE 7018 0 0 ISHARES CORE S&P500 ETF 464287200 53527 316913 SH SOLE 316913 0 0 ISHARES CORE TOTUSBD ETF 464287226 439 4098 SH SOLE 4098 0 0 ISHARES MSCI EMG MKT ETF 464287234 614 15076 SH SOLE 15076 0 0 ISHARES S&P 500 GRWT ETF 464287309 202 2260 SH SOLE 2260 0 0 ISHARES MSCI EAFE ETF 464287465 20665 323891 SH SOLE 323891 0 0 ISHARES N AMER TECH ETF 464287549 8993 112712 SH SOLE 112712 0 0 ISHARES RUS 1000 VAL ETF 464287598 4183 48531 SH SOLE 48531 0 0 ISHARES RUS 1000 ETF 464287622 62680 665608 SH SOLE 665608 0 0 ISHARES RUS 2000 VAL ETF 464287630 841 9180 SH SOLE 9180 0 0 ISHARES RUSSELL 2000 ETF 464287655 825 7741 SH SOLE 7741 0 0 ISHARES U.S. UTILITS ETF 464287697 687 7313 SH SOLE 7313 0 0 ISHARES U.S. TECH ETF 464287721 572 7256 SH SOLE 7256 0 0 ISHARES CORE S&P SCP ETF 464287804 324 3249 SH SOLE 3249 0 0 ISHARES USA ESG SLCT ETF 464288802 243 3430 SH SOLE 3430 0 0 ISHARES EAFE VALUE ETF 464288877 718 13204 SH SOLE 13204 0 0 ISHARES GOLD TRUST ISHARES 464285105 3300 256046 SH SOLE 256046 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 1031 49333 SH SOLE 49333 0 0 JOHNSON & JOHNSON COM 478160104 515 5941 SH SOLE 5941 0 0 KEMPER CORP DEL COM 488401100 509 15154 SH SOLE 15154 0 0 KIMBERLY CLARK CORP COM 494368103 222 2361 SH SOLE 2361 0 0 LIFE TECHNOLOGIES CORP COM 53217V109 218 2907 SH SOLE 2907 0 0 LPL FINL HLDGS INC COM 50212V100 512 13357 SH SOLE 13357 0 0 MARKET VECTORS ETF TR RVE HARD ETF 57060U795 294 8100 SH SOLE 8100 0 0 MARRIOTT INTL INC NEW CL A 571903202 952 22632 SH SOLE 22632 0 0 MATTEL INC COM 577081102 725 17300 SH SOLE 17300 0 0 MCCLATCHY CO CL A 579489105 30 10000 SH SOLE 10000 0 0 MCDONALDS CORP COM 580135101 254 2644 SH SOLE 2644 0 0 MERCK & CO INC NEW COM 58933y105 275 5777 SH SOLE 5777 0 0 MICROSOFT CORP COM 594918104 341 10239 SH SOLE 10239 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 2783 292625 SH SOLE 292625 0 0 NORDSTROM INC COM 655664100 239 4250 SH SOLE 4250 0 0 NORFOLK SOUTHERN CORP COM 655844108 1378 17820 SH SOLE 17820 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 519 5550 SH SOLE 5550 0 0 ORACLE CORP COM 68389X105 557 16802 SH SOLE 16802 0 0 PEPSICO INC COM 713448108 493 6205 SH SOLE 6205 0 0 PFIZER INC COM 717081103 409 14256 SH SOLE 14256 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 260 4940 SH SOLE 4940 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 51225 649398 SH SOLE 649398 0 0 PROCTER & GAMBLE CO COM 742718109 1184 15670 SH SOLE 15670 0 0 PROTHENA CORP PLC SHS G72800108 260 12839 SH SOLE 12839 0 0 SCHLUMBERGER LTD COM 806857108 727 8232 SH SOLE 8232 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 206 5117 SH SOLE 5117 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2733 85290 SH SOLE 85290 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 817 21857 SH SOLE 21857 0 0 SJW CORP COM 784305104 315 11250 SH SOLE 11250 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 1863 12337 SH SOLE 12337 0 0 SPDR GOLD TRUST GOLD SHS 78463v107 5735 44744 SH SOLE 44744 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 199340 1186479 SH SOLE 1186479 0 0 TARGET CORP COM 87612E106 1158 18104 SH SOLE 18104 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 229 2700 SH SOLE 2700 0 0 TESLA MTRS INC COM 88160R101 488 2525 SH SOLE 2525 0 0 UNITED PARCEL SERVICE INC CL B 911312106 7905 86513 SH SOLE 86513 0 0 VANGUARD INDEX FDS REIT ETF 922908553 21685 327867 SH SOLE 327867 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 695 8984 SH SOLE 8984 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1878 21423 SH SOLE 21423 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11632 239336 SH SOLE 239336 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 316 7876 SH SOLE 7876 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 82825 2092589 SH SOLE 2092589 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 34299 425018 SH SOLE 425018 0 0 WAL-MART STORES INC COM 931142103 315 4266 SH SOLE 4266 0 0 WELLS FARGO & CO NEW COM 949746101 413 9987 SH SOLE 9987 0 0