0001172661-14-000174.txt : 20140128 0001172661-14-000174.hdr.sgml : 20140128 20140128080534 ACCESSION NUMBER: 0001172661-14-000174 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140128 DATE AS OF CHANGE: 20140128 EFFECTIVENESS DATE: 20140128 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: 14550642 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 12-31-2013 12-31-2013 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 01-28-2014 0 104 687342 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 585 15274 SH SOLE 15274 0 0 ABBVIE INC COM 00287Y109 850 16094 SH SOLE 16094 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 548 15375 SH SOLE 15375 0 0 AMAZON COM INC COM 023135106 3274 8210 SH SOLE 8210 0 0 AMERICAN EXPRESS CO COM 025816109 298 3281 SH SOLE 3281 0 0 APPLE INC COM 037833100 1814 3233 SH SOLE 3233 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 305 6550 SH SOLE 6550 0 0 AT&T INC COM 00206R102 220 6251 SH SOLE 6251 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1423 8 SH SOLE 8 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2008 16938 SH SOLE 16938 0 0 BOEING CO COM 097023105 222 1625 SH SOLE 1625 0 0 BOSTON PRIVATE FINL HLDGS IN COM 101119105 1137 90101 SH SOLE 90101 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 539 10141 SH SOLE 10141 0 0 CHEVRON CORP NEW COM 166764100 3207 25674 SH SOLE 25674 0 0 CISCO SYS INC COM 17275R102 244 10878 SH SOLE 10878 0 0 COCA COLA CO COM 191216100 314 7589 SH SOLE 7589 0 0 COLGATE PALMOLIVE CO COM 194162103 220 3376 SH SOLE 3376 0 0 CSX CORP COM 126408103 204 7102 SH SOLE 7102 0 0 CURTISS WRIGHT CORP COM 231561101 463 7440 SH SOLE 7440 0 0 DISNEY WALT CO COM DISNEY 254687106 317 4147 SH SOLE 4147 0 0 DOVER CORP COM 260003108 869 9000 SH SOLE 9000 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 798 12280 SH SOLE 12280 0 0 EMERSON ELEC CO COM 291011104 366 5221 SH SOLE 5221 0 0 EMULEX CORP COM NEW 292475209 227 31746 SH SOLE 31746 0 0 EXXON MOBIL CORP COM 30231G102 3966 39188 SH SOLE 39188 0 0 FACEBOOK INC CL A 30303M102 1573 28789 SH SOLE 28789 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 200 12931 SH SOLE 12931 0 0 GENERAL ELECTRIC CO COM 369604103 1666 59450 SH SOLE 59450 0 0 GILEAD SCIENCES INC COM 375558103 393 5236 SH SOLE 5236 0 0 GOGO INC COM 38046C109 720 29000 SH SOLE 29000 0 0 GOOGLE INC CL A 38259P508 696 621 SH SOLE 621 0 0 HARLEY DAVIDSON INC COM 412822108 222 3200 SH SOLE 3200 0 0 HONEYWELL INTL INC COM 438516106 486 5321 SH SOLE 5321 0 0 INTEL CORP COM 458140100 275 10611 SH SOLE 10611 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1079 5750 SH SOLE 5750 0 0 ISHARES CORE S&P SCP ETF 464287804 555 5086 SH SOLE 5086 0 0 ISHARES CORE S&P500 ETF 464287200 57512 309785 SH SOLE 309785 0 0 ISHARES CORE TOTUSBD ETF 464287226 451 4240 SH SOLE 4240 0 0 ISHARES EAFE VALUE ETF 464288877 756 13220 SH SOLE 13220 0 0 ISHARES MSCI EAFE ETF 464287465 21472 320028 SH SOLE 320028 0 0 ISHARES MSCI EMG MKT ETF 464287234 637 15235 SH SOLE 15235 0 0 ISHARES N AMER TECH ETF 464287549 9517 106243 SH SOLE 106243 0 0 ISHARES RUS 1000 ETF 464287622 66772 647201 SH SOLE 647201 0 0 ISHARES RUS 1000 GRW ETF 464287614 288 3348 SH SOLE 3348 0 0 ISHARES RUS 1000 VAL ETF 464287598 4565 48481 SH SOLE 48481 0 0 ISHARES RUS 2000 VAL ETF 464287630 909 9134 SH SOLE 9134 0 0 ISHARES RUSSELL 2000 ETF 464287655 877 7606 SH SOLE 7606 0 0 ISHARES S&P 500 GRWT ETF 464287309 223 2261 SH SOLE 2261 0 0 ISHARES SELECT DIVID ETF 464287168 497 6966 SH SOLE 6966 0 0 ISHARES U.S. TECH ETF 464287721 587 6633 SH SOLE 6633 0 0 ISHARES U.S. UTILITS ETF 464287697 701 7313 SH SOLE 7313 0 0 ISHARES USA ESG SLCT ETF 464288802 244 3180 SH SOLE 3180 0 0 ISHARES GOLD TRUST ISHARES 464285105 3401 291188 SH SOLE 291188 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 514 27463 SH SOLE 27463 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 359 5700 SH SOLE 5700 0 0 JOHNSON & JOHNSON COM 478160104 799 8725 SH SOLE 8725 0 0 KEMPER CORP DEL COM 488401100 1194 29212 SH SOLE 29212 0 0 KIMBERLY CLARK CORP COM 494368103 247 2361 SH SOLE 2361 0 0 LIFE TECHNOLOGIES CORP COM 53217V109 220 2907 SH SOLE 2907 0 0 LPL FINL HLDGS INC COM 50212V100 278 5915 SH SOLE 5915 0 0 MARKET VECTORS ETF TR RVE HARD ETF 57060U795 303 8100 SH SOLE 8100 0 0 MARRIOTT INTL INC NEW CL A 571903202 1117 22634 SH SOLE 22634 0 0 MATTEL INC COM 577081102 823 17300 SH SOLE 17300 0 0 MCCLATCHY CO CL A 579489105 34 10000 SH SOLE 10000 0 0 MCDONALDS CORP COM 580135101 257 2644 SH SOLE 2644 0 0 MERCK & CO INC NEW COM 58933y105 307 6135 SH SOLE 6135 0 0 MICROSOFT CORP COM 594918104 557 14901 SH SOLE 14901 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 2881 298582 SH SOLE 298582 0 0 NORDSTROM INC COM 655664100 263 4250 SH SOLE 4250 0 0 NORFOLK SOUTHERN CORP COM 655844108 1735 18688 SH SOLE 18688 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 528 5550 SH SOLE 5550 0 0 ORACLE CORP COM 68389X105 628 16407 SH SOLE 16407 0 0 PEPSICO INC COM 713448108 520 6267 SH SOLE 6267 0 0 PFIZER INC COM 717081103 392 12783 SH SOLE 12783 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 56090 637672 SH SOLE 637672 0 0 PRECISION CASTPARTS CORP COM 740189105 200 744 SH SOLE 744 0 0 PROCTER & GAMBLE CO COM 742718109 1372 16855 SH SOLE 16855 0 0 PROTHENA CORP PLC SHS G72800108 349 13145 SH SOLE 13145 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 220 3082 SH SOLE 3082 0 0 SCHLUMBERGER LTD COM 806857108 381 4232 SH SOLE 4232 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 222 5037 SH SOLE 5037 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 830 21857 SH SOLE 21857 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2861 80050 SH SOLE 80050 0 0 SJW CORP COM 784305104 335 11250 SH SOLE 11250 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 1897 11463 SH SOLE 11463 0 0 SPDR GOLD TRUST GOLD SHS 78463v107 5084 43779 SH SOLE 43779 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 222290 1203583 SH SOLE 1203583 0 0 SYSCO CORP COM 871829107 214 5928 SH SOLE 5928 0 0 TARGET CORP COM 87612E106 1145 18104 SH SOLE 18104 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 497 5415 SH SOLE 5415 0 0 TESLA MTRS INC COM 88160R101 301 2000 SH SOLE 2000 0 0 UNITED PARCEL SERVICE INC CL B 911312106 9215 87693 SH SOLE 87693 0 0 VALERO ENERGY CORP NEW COM 91913Y100 202 4000 SH SOLE 4000 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 762 8984 SH SOLE 8984 0 0 VANGUARD INDEX FDS REIT ETF 922908553 22200 343866 SH SOLE 343866 0 0 VANGUARD INDEX 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