0001172661-21-000327.txt : 20210211 0001172661-21-000327.hdr.sgml : 20210211 20210211121554 ACCESSION NUMBER: 0001172661-21-000327 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 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: 21617971 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 12-31-2020 12-31-2020 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 02-11-2021 0 132 1256166 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 378 2161 SH SOLE 2161 0 0 ABBOTT LABS COM 002824100 377 3444 SH SOLE 3444 0 0 ABBVIE INC COM 00287Y109 550 5129 SH SOLE 5129 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 248 949 SH SOLE 949 0 0 ALPHABET INC CAP STK CL A 02079K305 1400 799 SH SOLE 799 0 0 ALPHABET INC CAP STK CL C 02079K107 1225 699 SH SOLE 699 0 0 AMAZON COM INC COM 023135106 1677 515 SH SOLE 515 0 0 AMERICAN EXPRESS CO COM 025816109 274 2267 SH SOLE 2267 0 0 AMGEN INC COM 031162100 564 2453 SH SOLE 2453 0 0 APPLE INC COM 037833100 14227 107222 SH SOLE 107222 0 0 APPLIED MATLS INC COM 038222105 428 4965 SH SOLE 4965 0 0 AT&T INC COM 00206R102 390 13545 SH SOLE 13545 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 422 2396 SH SOLE 2396 0 0 BANNER CORP COM NEW 06652V208 397 8516 SH SOLE 8516 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1739 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1894 8168 SH SOLE 8168 0 0 BOEING CO COM 097023105 617 2882 SH SOLE 2882 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 395 6374 SH SOLE 6374 0 0 CARDLYTICS INC COM 14161W105 471 3300 SH SOLE 3300 0 0 CATERPILLAR INC COM 149123101 263 1444 SH SOLE 1444 0 0 CENTENE CORP DEL COM 15135B101 2562 42685 SH SOLE 42685 0 0 CISCO SYS INC COM 17275R102 439 9812 SH SOLE 9812 0 0 COCA COLA CO COM 191216100 373 6807 SH SOLE 6807 0 0 COMCAST CORP NEW CL A 20030N101 224 4267 SH SOLE 4267 0 0 COSTCO WHSL CORP NEW COM 22160K105 737 1956 SH SOLE 1956 0 0 DANAHER CORPORATION COM 235851102 382 1721 SH SOLE 1721 0 0 DISNEY WALT CO COM 254687106 596 3288 SH SOLE 3288 0 0 DLH HLDGS CORP COM 23335Q100 1196 128314 SH SOLE 128314 0 0 DOVER CORP COM 260003108 289 2291 SH SOLE 2291 0 0 ECOLAB INC COM 278865100 262 1212 SH SOLE 1212 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 223 11364 SH SOLE 11364 0 0 EXXON MOBIL CORP COM 30231G102 235 5708 SH SOLE 5708 0 0 FACEBOOK INC CL A 30303M102 669 2450 SH SOLE 2450 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 1864 12686 SH SOLE 12686 0 0 GENERAL ELECTRIC CO COM 369604103 130 12081 SH SOLE 12081 0 0 GODADDY INC CL A 380237107 208 2506 SH SOLE 2506 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 219 829 SH SOLE 829 0 0 HOME DEPOT INC COM 437076102 408 1537 SH SOLE 1537 0 0 HONEYWELL INTL INC COM 438516106 314 1478 SH SOLE 1478 0 0 IDEXX LABS INC COM 45168D104 426 853 SH SOLE 853 0 0 INTEL CORP COM 458140100 333 6685 SH SOLE 6685 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 398 3162 SH SOLE 3162 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 64254 204799 SH SOLE 204799 0 0 ISHARES GOLD TRUST ISHARES 464285105 8057 444383 SH SOLE 444383 0 0 ISHARES INC CORE MSCI EMKT 46434G103 19387 312496 SH SOLE 312496 0 0 ISHARES SILVER TR ISHARES 46428Q109 411 16717 SH SOLE 16717 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 201 2327 SH SOLE 2327 0 0 ISHARES TR CORE MSCI EAFE 46432F842 82439 1193219 SH SOLE 1193219 0 0 ISHARES TR CORE S&P SCP ETF 464287804 50092 545067 SH SOLE 545067 0 0 ISHARES TR CORE S&P500 ETF 464287200 200811 534939 SH SOLE 534939 0 0 ISHARES TR CORE US AGGBD ET 464287226 326 2762 SH SOLE 2762 0 0 ISHARES TR EAFE SML CP ETF 464288273 220 3217 SH SOLE 3217 0 0 ISHARES TR EAFE VALUE ETF 464288877 2790 59114 SH SOLE 59114 0 0 ISHARES TR EXPND TEC SC ETF 464287549 11071 31645 SH SOLE 31645 0 0 ISHARES TR INTL SEL DIV ETF 464288448 2375 80589 SH SOLE 80589 0 0 ISHARES TR MSCI EAFE ETF 464287465 13131 179974 SH SOLE 179974 0 0 ISHARES TR MSCI USA ESG SLC 464288802 588 7136 SH SOLE 7136 0 0 ISHARES TR RUS 1000 ETF 464287622 114426 540152 SH SOLE 540152 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1534 6359 SH SOLE 6359 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 6442 47117 SH SOLE 47117 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 404 3066 SH SOLE 3066 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 899 4584 SH SOLE 4584 0 0 ISHARES TR S&P 100 ETF 464287101 417 2430 SH SOLE 2430 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2909 22727 SH SOLE 22727 0 0 ISHARES TR SELECT DIVID ETF 464287168 589 6121 SH SOLE 6121 0 0 ISHARES TR SP SMCP600VL ETF 464287879 10049 123590 SH SOLE 123590 0 0 ISHARES TR TIPS BD ETF 464287176 14029 109902 SH SOLE 109902 0 0 ISHARES TR U.S. TECH ETF 464287721 699 8211 SH SOLE 8211 0 0 ISHARES TR U.S. UTILITS ETF 464287697 1045 13472 SH SOLE 13472 0 0 JOHNSON & JOHNSON COM 478160104 1712 10876 SH SOLE 10876 0 0 JPMORGAN CHASE & CO COM 46625H100 1018 8008 SH SOLE 8008 0 0 KIMBERLY-CLARK CORP COM 494368103 259 1923 SH SOLE 1923 0 0 LILLY ELI & CO COM 532457108 257 1524 SH SOLE 1524 0 0 MASTERCARD INCORPORATED CL A 57636Q104 336 942 SH SOLE 942 0 0 MCCORMICK & CO INC COM NON VTG 579780206 342 3576 SH SOLE 3576 0 0 MCDONALDS CORP COM 580135101 376 1753 SH SOLE 1753 0 0 MERCADOLIBRE INC COM 58733R102 379 226 SH SOLE 226 0 0 MERCK & CO. 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