0001172661-17-000270.txt : 20170208
0001172661-17-000270.hdr.sgml : 20170208
20170208074829
ACCESSION NUMBER: 0001172661-17-000270
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170208
DATE AS OF CHANGE: 20170208
EFFECTIVENESS DATE: 20170208
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: 17580923
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
12-31-2016
12-31-2016
false
BINGHAM OSBORN & SCARBOROUGH LLC
345 California St
Ste 1100
San Francisco
CA
94104
13F HOLDINGS REPORT
028-10638
N
Carol Benz
Chief Compliance Officer
415-781-8535
/s/ Carol Benz
San Francisco
CA
02-08-2017
0
112
949446
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
259
1452
SH
SOLE
1452
0
0
ABBOTT LABS
COM
002824100
567
14759
SH
SOLE
14759
0
0
ABBVIE INC
COM
00287Y109
1135
18128
SH
SOLE
18128
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1358
11595
SH
SOLE
11595
0
0
ADAMAS PHARMACEUTICALS INC
COM
00548A106
1985
117450
SH
SOLE
117450
0
0
ALPHABET INC
CAP STK CL C
02079k107
629
815
SH
SOLE
815
0
0
ALPHABET INC
CAP STK CL A
02079k305
676
853
SH
SOLE
853
0
0
AMAZON COM INC
COM
023135106
5149
6867
SH
SOLE
6867
0
0
AMGEN INC
COM
031162100
365
2494
SH
SOLE
2494
0
0
AMPHENOL CORP NEW
CL A
032095101
19975
297246
SH
SOLE
297246
0
0
APPLE INC
COM
037833100
4699
40569
SH
SOLE
40569
0
0
AT&T INC
COM
00206R102
888
20879
SH
SOLE
20879
0
0
BANK AMER CORP
COM
060505104
1912
86536
SH
SOLE
86536
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1221
5
SH
SOLE
5
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3290
20185
SH
SOLE
20185
0
0
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
166
10046
SH
SOLE
10046
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
462
7910
SH
SOLE
7910
0
0
CATERPILLAR INC DEL
COM
149123101
214
2303
SH
SOLE
2303
0
0
CHEVRON CORP NEW
COM
166764100
2567
21811
SH
SOLE
21811
0
0
CISCO SYS INC
COM
17275R102
251
8320
SH
SOLE
8320
0
0
COLGATE PALMOLIVE CO
COM
194162103
316
4836
SH
SOLE
4836
0
0
COSTCO WHSL CORP NEW
COM
22160K105
426
2658
SH
SOLE
2658
0
0
CSX CORP
COM
126408103
203
5636
SH
SOLE
5636
0
0
CURTISS WRIGHT CORP
COM
231561101
209
2123
SH
SOLE
2123
0
0
DISNEY WALT CO
COM DISNEY
254687106
497
4771
SH
SOLE
4771
0
0
DOVER CORP
COM
260003108
224
2992
SH
SOLE
2992
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
706
9620
SH
SOLE
9620
0
0
EMERSON ELEC CO
COM
291011104
327
5870
SH
SOLE
5870
0
0
EXXON MOBIL CORP
COM
30231G102
3047
33754
SH
SOLE
33754
0
0
FACEBOOK INC
CL A
30303M102
3175
27599
SH
SOLE
27599
0
0
FITBIT INC
CL A
33812L102
326
44554
SH
SOLE
44554
0
0
FRANKLIN RES INC
COM
354613101
313
7898
SH
SOLE
7898
0
0
GENERAL ELECTRIC CO
COM
369604103
1582
50077
SH
SOLE
50077
0
0
HOME DEPOT INC
COM
437076102
361
2694
SH
SOLE
2694
0
0
HONEYWELL INTL INC
COM
438516106
446
3852
SH
SOLE
3852
0
0
INTEL CORP
COM
458140100
474
13067
SH
SOLE
13067
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
682
4111
SH
SOLE
4111
0
0
INTEVAC INC
COM
461148108
269
31498
SH
SOLE
31498
0
0
ISHARES GOLD TRUST
ISHARES
464285105
5176
467128
SH
SOLE
467128
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
771
18166
SH
SOLE
18166
0
0
ISHARES SILVER TRUST
ISHARES
46428Q109
427
28263
SH
SOLE
28263
0
0
ISHARES TR
SELECT DIVID ETF
464287168
860
9707
SH
SOLE
9707
0
0
ISHARES TR
TIPS BD ETF
464287176
811
7168
SH
SOLE
7168
0
0
ISHARES TR
CORE S&P500 ETF
464287200
50619
224984
SH
SOLE
224984
0
0
ISHARES TR
CORE US AGGBD ET
464287226
436
4035
SH
SOLE
4035
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
332
9474
SH
SOLE
9474
0
0
ISHARES TR
1-3 YR TR BD ETF
464287457
216
2563
SH
SOLE
2563
0
0
ISHARES TR
MSCI EAFE ETF
464287465
14140
244934
SH
SOLE
244934
0
0
ISHARES TR
N AMER TECH ETF
464287549
7126
57558
SH
SOLE
57558
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
4407
39336
SH
SOLE
39336
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
765
7292
SH
SOLE
7292
0
0
ISHARES TR
RUS 1000 ETF
464287622
64941
521780
SH
SOLE
521780
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
508
4271
SH
SOLE
4271
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
767
5687
SH
SOLE
5687
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
208
1565
SH
SOLE
1565
0
0
ISHARES TR
U.S. UTILITS ETF
464287697
821
6736
SH
SOLE
6736
0
0
ISHARES TR
U.S. TECH ETF
464287721
682
5672
SH
SOLE
5672
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
359
2613
SH
SOLE
2613
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
813
27500
SH
SOLE
27500
0
0
ISHARES TR
USA ESG SLCT ETF
464288802
253
2751
SH
SOLE
2751
0
0
ISHARES TR
EAFE VALUE ETF
464288877
784
16598
SH
SOLE
16598
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
8611
160559
SH
SOLE
160559
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
319
5600
SH
SOLE
5600
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
1680
15412
SH
SOLE
15412
0
0
JOHNSON & JOHNSON
COM
478160104
839
7285
SH
SOLE
7285
0
0
JPMORGAN CHASE & CO
COM
46625H100
408
4730
SH
SOLE
4730
0
0
KIMBERLY CLARK CORP
COM
494368103
338
2965
SH
SOLE
2965
0
0
KROGER CO
COM
501044101
1595
46218
SH
SOLE
46218
0
0
LENDINGCLUB CORP
COM
52603A109
420
80000
SH
SOLE
80000
0
0
MARRIOTT INTL INC NEW
CL A
571903202
223
2698
SH
SOLE
2698
0
0
MCDONALDS CORP
COM
580135101
247
2032
SH
SOLE
2032
0
0
MERCK & CO INC
COM
58933y105
412
6998
SH
SOLE
6998
0
0
MICROSOFT CORP
COM
594918104
672
10815
SH
SOLE
10815
0
0
NEW AMER HIGH INCOME FD INC
COM NEW
641876800
2847
307465
SH
SOLE
307465
0
0
NORDSTROM INC
COM
655664100
204
4250
SH
SOLE
4250
0
0
NORFOLK SOUTHERN CORP
COM
655844108
543
5021
SH
SOLE
5021
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
402
5640
SH
SOLE
5640
0
0
ORACLE CORP
COM
68389X105
733
19073
SH
SOLE
19073
0
0
PEOPLES UNITED FINANCIAL INC
COM
712704105
307
15852
SH
SOLE
15852
0
0
PEPSICO INC
COM
713448108
653
6243
SH
SOLE
6243
0
0
PFIZER INC
COM
717081103
440
13562
SH
SOLE
13562
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
53084
448046
SH
SOLE
448046
0
0
PROCTER AND GAMBLE CO
COM
742718109
11097
131976
SH
SOLE
131976
0
0
RIGHTSIDE GROUP LTD
COM
76658b100
380
45987
SH
SOLE
45987
0
0
ROSS STORES INC
COM
778296103
498
7592
SH
SOLE
7592
0
0
SALESFORCE COM INC
COM
79466L302
1354
19777
SH
SOLE
19777
0
0
SCHLUMBERGER LTD
COM
806857108
217
2589
SH
SOLE
2589
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
3691
93520
SH
SOLE
93520
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2656
54921
SH
SOLE
54921
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
764
15732
SH
SOLE
15732
0
0
SMUCKER J M CO
COM NEW
832696405
738
5762
SH
SOLE
5762
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1334
6756
SH
SOLE
6756
0
0
SPDR GOLD TRUST
GOLD SHS
78463v107
4767
43487
SH
SOLE
43487
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
324832
1453192
SH
SOLE
1453192
0
0
STARBUCKS CORP
COM
855244109
302
5444
SH
SOLE
5444
0
0
TARGET CORP
COM
87612E106
788
10914
SH
SOLE
10914
0
0
TESLA MTRS INC
COM
88160R101
660
3090
SH
SOLE
3090
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
11578
100996
SH
SOLE
100996
0
0
VANECK VECTORS ETF TR
NAT RES ETF
92189F841
275
8500
SH
SOLE
8500
0
0
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
311
3915
SH
SOLE
3915
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
24104
292069
SH
SOLE
292069
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
765
7476
SH
SOLE
7476
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5116
44363
SH
SOLE
44363
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
7143
161676
SH
SOLE
161676
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
288
8036
SH
SOLE
8036
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
186464
5103016
SH
SOLE
5103016
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
58223
479199
SH
SOLE
479199
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
441
8266
SH
SOLE
8266
0
0
WAL-MART STORES INC
COM
931142103
256
3699
SH
SOLE
3699
0
0
WELLS FARGO & CO NEW
COM
949746101
6872
124699
SH
SOLE
124699
0
0
WILLIS TOWERS WATSON PUB LTD
SHS
G96629103
780
6381
SH
SOLE
6381
0
0
WISDOMTREE TR
LARGECAP DIVID
97717W307
202
2525
SH
SOLE
2525
0
0