0001172661-20-001582.txt : 20200805 0001172661-20-001582.hdr.sgml : 20200805 20200805121811 ACCESSION NUMBER: 0001172661-20-001582 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200805 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: 201076417 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 06-30-2020 06-30-2020 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 08-05-2020 0 155 1240686 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 435 2790 SH SOLE 2790 0 0 ABBOTT LABS COM 002824100 1367 14955 SH SOLE 14955 0 0 ABBVIE INC COM 00287Y109 1860 18944 SH SOLE 18944 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 923 4299 SH SOLE 4299 0 0 ADAMAS PHARMACEUTICALS INC COM 00548A106 441 172202 SH SOLE 172202 0 0 ADOBE INC COM 00724F101 299 688 SH SOLE 688 0 0 ALBEMARLE CORP COM 012653101 303 3921 SH SOLE 3921 0 0 ALPHABET INC CAP STK CL A 02079k305 1564 1103 SH SOLE 1103 0 0 ALPHABET INC CAP STK CL C 02079k107 1405 994 SH SOLE 994 0 0 AMAZON COM INC COM 023135106 19830 7188 SH SOLE 7188 0 0 AMERICAN EXPRESS CO COM 025816109 295 3103 SH SOLE 3103 0 0 AMGEN INC COM 031162100 617 2617 SH SOLE 2617 0 0 AMPHENOL CORP NEW CL A 032095101 29292 305734 SH SOLE 305734 0 0 APPLE INC COM 037833100 22997 63041 SH SOLE 63041 0 0 APPLIED MATLS INC COM 038222105 267 4424 SH SOLE 4424 0 0 AT&T INC COM 00206R102 740 24488 SH SOLE 24488 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 364 2442 SH SOLE 2442 0 0 AVALONBAY CMNTYS INC COM 053484101 282 1824 SH SOLE 1824 0 0 BANNER CORP COM NEW 06652V208 485 12767 SH SOLE 12767 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1336 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3635 20362 SH SOLE 20362 0 0 BK OF AMERICA CORP COM 060505104 2830 119148 SH SOLE 119148 0 0 BOEING CO COM 097023105 751 4095 SH SOLE 4095 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 372 6333 SH SOLE 6333 0 0 CATERPILLAR INC DEL COM 149123101 380 3003 SH SOLE 3003 0 0 CHEVRON CORP NEW COM 166764100 1439 16129 SH SOLE 16129 0 0 CISCO SYS INC COM 17275R102 637 13651 SH SOLE 13651 0 0 CLOROX CO DEL COM 189054109 203 926 SH SOLE 926 0 0 COCA COLA CO COM 191216100 436 9755 SH SOLE 9755 0 0 COLGATE PALMOLIVE CO COM 194162103 245 3340 SH SOLE 3340 0 0 COSTCO WHSL CORP NEW COM 22160K105 1094 3607 SH SOLE 3607 0 0 CSX CORP COM 126408103 396 5675 SH SOLE 5675 0 0 DANAHER CORPORATION COM 235851102 295 1671 SH SOLE 1671 0 0 DEXCOM INC COM 252131107 6375 15725 SH SOLE 15725 0 0 DISNEY WALT CO COM DISNEY 254687106 625 5606 SH SOLE 5606 0 0 DLH HLDGS CORP COM 23335Q100 5143 700712 SH SOLE 700712 0 0 DOVER CORP COM 260003108 235 2435 SH SOLE 2435 0 0 ECOLAB INC COM 278865100 242 1215 SH SOLE 1215 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 324 4686 SH SOLE 4686 0 0 ELECTRONIC ARTS INC COM 285512109 276 2087 SH SOLE 2087 0 0 EMERSON ELEC CO COM 291011104 330 5314 SH SOLE 5314 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 397 21864 SH SOLE 21864 0 0 EXXON MOBIL CORP COM 30231G102 1112 24867 SH SOLE 24867 0 0 FACEBOOK INC CL A 30303M102 2820 12421 SH SOLE 12421 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 6004 56642 SH SOLE 56642 0 0 GENERAL ELECTRIC CO COM 369604103 272 39764 SH SOLE 39764 0 0 HEICO CORP NEW CL A 422806208 776 9555 SH SOLE 9555 0 0 HERITAGE COMMERCE CORP COM 426927109 192 25603 SH SOLE 25603 0 0 HOME DEPOT INC COM 437076102 512 2044 SH SOLE 2044 0 0 HONEYWELL INTL INC COM 438516106 746 5157 SH SOLE 5157 0 0 IDEXX LABS INC COM 45168D104 282 854 SH SOLE 854 0 0 ILLINOIS TOOL WKS INC COM 452308109 242 1384 SH SOLE 1384 0 0 INTEL CORP COM 458140100 934 15606 SH SOLE 15606 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 641 5305 SH SOLE 5305 0 0 INVESCO QQQ TR UNIT SER 1 46090e103 58651 236879 SH SOLE 236879 0 0 ISHARES GOLD TRUST ISHARES 464285105 5665 333406 SH SOLE 333406 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1510 31718 SH SOLE 31718 0 0 ISHARES SILVER TR ISHARES 46428Q109 291 17117 SH SOLE 17117 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 202 2327 SH SOLE 2327 0 0 ISHARES TR CORE MSCI EAFE 46432F842 72383 1266330 SH SOLE 1266330 0 0 ISHARES TR CORE S&P SCP ETF 464287804 37068 542806 SH SOLE 542806 0 0 ISHARES TR CORE S&P500 ETF 464287200 174667 564007 SH SOLE 564007 0 0 ISHARES TR CORE US AGGBD ET 464287226 425 3592 SH SOLE 3592 0 0 ISHARES TR EAFE VALUE ETF 464288877 2138 53486 SH SOLE 53486 0 0 ISHARES TR EXPND TEC SC ETF 464287549 10511 37656 SH SOLE 37656 0 0 ISHARES TR INTL SEL DIV ETF 464288448 2042 81274 SH SOLE 81274 0 0 ISHARES TR MSCI EAFE ETF 464287465 12011 197318 SH SOLE 197318 0 0 ISHARES TR MSCI USA ESG SLC 464288802 490 3666 SH SOLE 3666 0 0 ISHARES TR RUS 1000 ETF 464287622 103644 603702 SH SOLE 603702 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 660 3440 SH SOLE 3440 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 5456 48442 SH SOLE 48442 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 729 7478 SH SOLE 7478 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 714 4990 SH SOLE 4990 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 210 1168 SH SOLE 1168 0 0 ISHARES TR S&P 100 ETF 464287101 346 2430 SH SOLE 2430 0 0 ISHARES TR S&P 500 VAL ETF 464287408 911 8422 SH SOLE 8422 0 0 ISHARES TR SELECT DIVID ETF 464287168 548 6795 SH SOLE 6795 0 0 ISHARES TR SP SMCP600VL ETF 464287879 6490 53915 SH SOLE 53915 0 0 ISHARES TR TIPS BD ETF 464287176 13761 111878 SH SOLE 111878 0 0 ISHARES TR U.S. TECH ETF 464287721 877 3250 SH SOLE 3250 0 0 ISHARES TR U.S. UTILITS ETF 464287697 944 6736 SH SOLE 6736 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1703 15436 SH SOLE 15436 0 0 JOHNSON & JOHNSON COM 478160104 1550 11021 SH SOLE 11021 0 0 JPMORGAN CHASE & CO COM 46625H100 1631 17342 SH SOLE 17342 0 0 KIMBERLY CLARK CORP COM 494368103 360 2544 SH SOLE 2544 0 0 KROGER CO COM 501044101 1811 53502 SH SOLE 53502 0 0 LILLY ELI & CO COM 532457108 444 2705 SH SOLE 2705 0 0 LINDE PLC SHS G5494J103 202 951 SH SOLE 951 0 0 LIVONGO HEALTH INC COM 539183103 409 5436 SH SOLE 5436 0 0 LOWES COS INC COM 548661107 378 2796 SH SOLE 2796 0 0 LULULEMON ATHLETICA INC COM 550021109 323 1034 SH SOLE 1034 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 220 5100 SH SOLE 5100 0 0 MASTERCARD INCORPORATED CL A 57636Q104 371 1255 SH SOLE 1255 0 0 MCCORMICK & CO INC COM NON VTG 579780206 319 1777 SH SOLE 1777 0 0 MCDONALDS CORP COM 580135101 439 2380 SH SOLE 2380 0 0 MERCADOLIBRE INC COM 58733R102 254 258 SH SOLE 258 0 0 MERCK & CO. INC COM 58933y105 657 8498 SH SOLE 8498 0 0 MICROSOFT CORP COM 594918104 8564 42079 SH SOLE 42079 0 0 NETFLIX INC COM 64110L106 372 818 SH SOLE 818 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 716 91955 SH SOLE 91955 0 0 NEXTERA ENERGY INC COM 65339F101 332 1382 SH SOLE 1382 0 0 NIKE INC CL B 654106103 216 2203 SH SOLE 2203 0 0 NORFOLK SOUTHERN CORP COM 655844108 262 1491 SH SOLE 1491 0 0 NVIDIA CORPORATION COM 67066G104 209 549 SH SOLE 549 0 0 ORACLE CORP COM 68389X105 2821 51035 SH SOLE 51035 0 0 PAYPAL HLDGS INC COM 70450Y103 913 5239 SH SOLE 5239 0 0 PEPSICO INC COM 713448108 1203 9099 SH SOLE 9099 0 0 PFIZER INC COM 717081103 438 13391 SH SOLE 13391 0 0 PROCTER AND GAMBLE CO COM 742718109 8379 70074 SH SOLE 70074 0 0 PROSHARES TR SHORT S&P 500 NE 74347B425 286 12788 SH SOLE 12788 0 0 RADNET INC COM 750491102 175 11000 SH SOLE 11000 0 0 SALESFORCE COM INC COM 79466L302 2460 13131 SH SOLE 13131 0 0 SCHWAB CHARLES CORP COM 808513105 3835 113672 SH SOLE 113672 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 224 7541 SH SOLE 7541 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 888 15732 SH SOLE 15732 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2689 25734 SH SOLE 25734 0 0 SLACK TECHNOLOGIES INC COM CL A 83088V102 4014 129110 SH SOLE 129110 0 0 SMUCKER J M CO COM NEW 832696405 385 3640 SH SOLE 3640 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1039 4029 SH SOLE 4029 0 0 SPDR GOLD TR GOLD SHS 78463v107 19366 115708 SH SOLE 115708 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 1180 18186 SH SOLE 18186 0 0 SPDR INDEX SHS FDS MSCI EMR MKT ETF 78470E205 523 8762 SH SOLE 8762 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 247227 801748 SH SOLE 801748 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 273 841 SH SOLE 841 0 0 SPDR SER TR S&P DIVID ETF 78464A763 284 3116 SH SOLE 3116 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 1764 23117 SH SOLE 23117 0 0 STARBUCKS CORP COM 855244109 1132 15377 SH SOLE 15377 0 0 TARGET CORP COM 87612E106 544 4533 SH SOLE 4533 0 0 TESLA INC COM 88160R101 3651 3381 SH SOLE 3381 0 0 TEXAS INSTRS INC COM 882508104 248 1956 SH SOLE 1956 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 297 821 SH SOLE 821 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 221 1763 SH SOLE 1763 0 0 UNION PAC CORP COM 907818108 295 1745 SH SOLE 1745 0 0 UNITED PARCEL SERVICE INC CL B 911312106 10138 91182 SH SOLE 91182 0 0 UNITEDHEALTH GROUP INC COM 91324P102 391 1325 SH SOLE 1325 0 0 US BANCORP DEL COM NEW 902973304 207 5617 SH SOLE 5617 0 0 VALERO ENERGY CORP COM 91913Y100 260 4418 SH SOLE 4418 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 222 2675 SH SOLE 2675 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 989 6919 SH SOLE 6919 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8699 110778 SH SOLE 110778 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 745 2628 SH SOLE 2628 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 244 1677 SH SOLE 1677 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6953 44418 SH SOLE 44418 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 221 2220 SH SOLE 2220 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5220 109639 SH SOLE 109639 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 971 24504 SH SOLE 24504 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1012 8635 SH SOLE 8635 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 151969 3917729 SH SOLE 3917729 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 76923 275997 SH SOLE 275997 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 661 11984 SH SOLE 11984 0 0 VISA INC COM CL A 92826C839 792 4102 SH SOLE 4102 0 0 WALMART INC COM 931142103 703 5867 SH SOLE 5867 0 0 WELLS FARGO CO NEW COM 949746101 3481 135970 SH SOLE 135970 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 1442 7324 SH SOLE 7324 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 308 5543 SH SOLE 5543 0 0