0001172661-14-001312.txt : 20140806 0001172661-14-001312.hdr.sgml : 20140806 20140806090108 ACCESSION NUMBER: 0001172661-14-001312 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140806 DATE AS OF CHANGE: 20140806 EFFECTIVENESS DATE: 20140806 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: 141018218 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 06-30-2014 06-30-2014 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 08-06-2014 0 116 755310 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 624 15258 SH SOLE 15258 0 0 ABBVIE INC COM 00287Y109 864 15306 SH SOLE 15306 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 1041 23075 SH SOLE 23075 0 0 AMAZON COM INC COM 023135106 2133 6568 SH SOLE 6568 0 0 AMERICAN EXPRESS CO COM 025816109 331 3488 SH SOLE 3488 0 0 AMGEN INC COM 031162100 230 1941 SH SOLE 1941 0 0 APPLE INC COM 037833100 2572 27672 SH SOLE 27672 0 0 ARGO GROUP INTL HLDGS LTD COM G0464B107 654 12788 SH SOLE 12788 0 0 AT&T INC COM 00206R102 231 6545 SH SOLE 6545 0 0 BANK OF AMERICA CORPORATION COM 060505104 175 11378 SH SOLE 11378 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1519 8 SH SOLE 8 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2276 17981 SH SOLE 17981 0 0 BOEING CO COM 097023105 249 1955 SH SOLE 1955 0 0 BOSTON PRIVATE FINL HLDGS IN COM 101119105 567 42181 SH SOLE 42181 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 469 9666 SH SOLE 9666 0 0 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 341 4108 SH SOLE 4108 0 0 CATERPILLAR INC DEL COM 149123101 263 2420 SH SOLE 2420 0 0 CHEVRON CORP NEW COM 166764100 3390 25964 SH SOLE 25964 0 0 CISCO SYS INC COM 17275R102 277 11161 SH SOLE 11161 0 0 COLGATE PALMOLIVE CO COM 194162103 230 3376 SH SOLE 3376 0 0 CSX CORP COM 126408103 210 6803 SH SOLE 6803 0 0 CURTISS WRIGHT CORP COM 231561101 760 11596 SH SOLE 11596 0 0 DISNEY WALT CO COM DISNEY 254687106 398 4642 SH SOLE 4642 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 804 12280 SH SOLE 12280 0 0 ECOLAB INC COM 278865100 205 1842 SH SOLE 1842 0 0 EMERSON ELEC CO COM 291011104 332 5004 SH SOLE 5004 0 0 EMULEX CORP COM NEW 292475209 213 37410 SH SOLE 37410 0 0 EXXON MOBIL CORP COM 30231G102 3682 36571 SH SOLE 36571 0 0 FACEBOOK INC CL A 30303M102 1877 27893 SH SOLE 27893 0 0 GENERAL ELECTRIC CO COM 369604103 1599 60863 SH SOLE 60863 0 0 GILEAD SCIENCES INC COM 375558103 372 4486 SH SOLE 4486 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1524 9104 SH SOLE 9104 0 0 GOOGLE INC CL A 38259P508 383 655 SH SOLE 655 0 0 GOOGLE INC CL C 38259P706 377 655 SH SOLE 655 0 0 HARLEY DAVIDSON INC COM 412822108 224 3200 SH SOLE 3200 0 0 HONEYWELL INTL INC COM 438516106 370 3983 SH SOLE 3983 0 0 INTEL CORP COM 458140100 338 10930 SH SOLE 10930 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1046 5771 SH SOLE 5771 0 0 ISHARES SELECT DIVID ETF 464287168 485 6300 SH SOLE 6300 0 0 ISHARES CORE S&P500 ETF 464287200 58186 295362 SH SOLE 295362 0 0 ISHARES CORE TOTUSBD ETF 464287226 255 2328 SH SOLE 2328 0 0 ISHARES MSCI EMG MKT ETF 464287234 708 16370 SH SOLE 16370 0 0 ISHARES S&P 500 GRWT ETF 464287309 221 2099 SH SOLE 2099 0 0 ISHARES MSCI EAFE ETF 464287465 22774 333094 SH SOLE 333094 0 0 ISHARES RUS MD CP GR ETF 464287481 381 4253 SH SOLE 4253 0 0 ISHARES N AMER TECH ETF 464287549 9053 95098 SH SOLE 95098 0 0 ISHARES RUS 1000 VAL ETF 464287598 4834 47732 SH SOLE 47732 0 0 ISHARES RUS 1000 GRW ETF 464287614 464 5101 SH SOLE 5101 0 0 ISHARES RUS 1000 ETF 464287622 68873 625491 SH SOLE 625491 0 0 ISHARES RUS 2000 VAL ETF 464287630 940 9102 SH SOLE 9102 0 0 ISHARES RUSSELL 2000 ETF 464287655 805 6777 SH SOLE 6777 0 0 ISHARES RUSSELL 3000 ETF 464287689 203 1726 SH SOLE 1726 0 0 ISHARES U.S. UTILITS ETF 464287697 814 7313 SH SOLE 7313 0 0 ISHARES U.S. TECH ETF 464287721 632 6520 SH SOLE 6520 0 0 ISHARES CORE S&P SCP ETF 464287804 299 2666 SH SOLE 2666 0 0 ISHARES USA ESG SLCT ETF 464288802 247 3005 SH SOLE 3005 0 0 ISHARES EAFE VALUE ETF 464288877 764 13045 SH SOLE 13045 0 0 ISHARES GOLD TRUST ISHARES 464285105 4341 336996 SH SOLE 336996 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 558 27563 SH SOLE 27563 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 298 5600 SH SOLE 5600 0 0 JOHNSON & JOHNSON COM 478160104 793 7581 SH SOLE 7581 0 0 JPMORGAN CHASE & CO COM 46625H100 256 4438 SH SOLE 4438 0 0 KEMPER CORP DEL COM 488401100 1649 44735 SH SOLE 44735 0 0 KIMBERLY CLARK CORP COM 494368103 266 2394 SH SOLE 2394 0 0 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 478 5820 SH SOLE 5820 0 0 LPL FINL HLDGS INC COM 50212V100 294 5915 SH SOLE 5915 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 527 6269 SH SOLE 6269 0 0 MARKET VECTORS ETF TR NATURAL RES ETF 57060U795 329 8100 SH SOLE 8100 0 0 MATTEL INC COM 577081102 506 12975 SH SOLE 12975 0 0 MCCLATCHY CO CL A 579489105 55 10000 SH SOLE 10000 0 0 MCDONALDS CORP COM 580135101 204 2023 SH SOLE 2023 0 0 MERCK & CO INC NEW COM 58933y105 393 6789 SH SOLE 6789 0 0 MICROSOFT CORP COM 594918104 562 13472 SH SOLE 13472 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 3098 308538 SH SOLE 308538 0 0 NOBLE ENERGY INC COM 655044105 218 2812 SH SOLE 2812 0 0 NORDSTROM INC COM 655664100 343 5050 SH SOLE 5050 0 0 NORFOLK SOUTHERN CORP COM 655844108 1835 17809 SH SOLE 17809 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 570 5550 SH SOLE 5550 0 0 ORACLE CORP COM 68389X105 1501 37022 SH SOLE 37022 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 335 22068 SH SOLE 22068 0 0 PEPSICO INC COM 713448108 511 5721 SH SOLE 5721 0 0 PFIZER INC COM 717081103 298 10033 SH SOLE 10033 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 57705 614466 SH SOLE 614466 0 0 PRECISION CASTPARTS CORP COM 740189105 208 824 SH SOLE 824 0 0 PROCTER & GAMBLE CO COM 742718109 2262 28788 SH SOLE 28788 0 0 REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 203 6288 SH SOLE 6288 0 0 REYNOLDS AMERICAN INC COM 761713106 246 4084 SH SOLE 4084 0 0 ROCKWOOD HLDGS INC COM 774415103 637 8383 SH SOLE 8383 0 0 SCHLUMBERGER LTD COM 806857108 540 4580 SH SOLE 4580 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 234 5007 SH SOLE 5007 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2878 75045 SH SOLE 75045 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 968 21870 SH SOLE 21870 0 0 SEMLER SCIENTIFIC INC COM 81684M104 145 35219 SH SOLE 35219 0 0 SJW CORP COM 784305104 306 11250 SH SOLE 11250 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 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229128 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 827 19165 SH SOLE 19165 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 103237 2423964 SH SOLE 2423964 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 45283 467847 SH SOLE 467847 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 222 4546 SH SOLE 4546 0 0 WAL-MART STORES INC COM 931142103 248 3303 SH SOLE 3303 0 0 WELLS FARGO & CO NEW COM 949746101 476 9057 SH SOLE 9057 0 0