0001172661-21-001575.txt : 20210802
0001172661-21-001575.hdr.sgml : 20210802
20210802170228
ACCESSION NUMBER: 0001172661-21-001575
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210802
DATE AS OF CHANGE: 20210802
EFFECTIVENESS DATE: 20210802
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: 211136800
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
06-30-2021
06-30-2021
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
08-02-2021
0
160
1415127
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
469
2362
SH
SOLE
2362
0
0
ABBOTT LABS
COM
002824100
461
3979
SH
SOLE
3979
0
0
ABBVIE INC
COM
00287Y109
714
6341
SH
SOLE
6341
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
297
1009
SH
SOLE
1009
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
376
642
SH
SOLE
642
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
269
1187
SH
SOLE
1187
0
0
ALPHABET INC
CAP STK CL A
02079K305
2124
870
SH
SOLE
870
0
0
ALPHABET INC
CAP STK CL C
02079K107
1805
720
SH
SOLE
720
0
0
ALPS ETF TR
CLEAN ENERGY
00162Q460
259
3410
SH
SOLE
3410
0
0
AMAZON COM INC
COM
023135106
2308
671
SH
SOLE
671
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
213
2808
SH
SOLE
2808
0
0
AMERICAN EXPRESS CO
COM
025816109
501
3034
SH
SOLE
3034
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
200
742
SH
SOLE
742
0
0
AMGEN INC
COM
031162100
813
3334
SH
SOLE
3334
0
0
ANALOG DEVICES INC
COM
032654105
312
1810
SH
SOLE
1810
0
0
APPLE INC
COM
037833100
15084
110135
SH
SOLE
110135
0
0
APPLIED MATLS INC
COM
038222105
729
5118
SH
SOLE
5118
0
0
AT&T INC
COM
00206R102
462
16047
SH
SOLE
16047
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
517
2603
SH
SOLE
2603
0
0
BECTON DICKINSON & CO
COM
075887109
372
1529
SH
SOLE
1529
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
2093
5
SH
SOLE
5
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2915
10487
SH
SOLE
10487
0
0
BK OF AMERICA CORP
COM
060505104
527
12770
SH
SOLE
12770
0
0
BLACKROCK INC
COM
09247X101
240
274
SH
SOLE
274
0
0
BOEING CO
COM
097023105
675
2818
SH
SOLE
2818
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
453
6777
SH
SOLE
6777
0
0
CANADIAN NATL RY CO
COM
136375102
275
2606
SH
SOLE
2606
0
0
CARDLYTICS INC
COM
14161W105
419
3300
SH
SOLE
3300
0
0
CATERPILLAR INC
COM
149123101
344
1580
SH
SOLE
1580
0
0
CENTENE CORP DEL
COM
15135B101
3116
42729
SH
SOLE
42729
0
0
CHEVRON CORP NEW
COM
166764100
350
3342
SH
SOLE
3342
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
346
223
SH
SOLE
223
0
0
CISCO SYS INC
COM
17275R102
660
12445
SH
SOLE
12445
0
0
COCA COLA CO
COM
191216100
484
8936
SH
SOLE
8936
0
0
COMCAST CORP NEW
CL A
20030N101
355
6229
SH
SOLE
6229
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1226
3098
SH
SOLE
3098
0
0
CVS HEALTH CORP
COM
126650100
298
3570
SH
SOLE
3570
0
0
DANAHER CORPORATION
COM
235851102
628
2341
SH
SOLE
2341
0
0
DISNEY WALT CO
COM
254687106
651
3705
SH
SOLE
3705
0
0
DLH HLDGS CORP
COM
23335Q100
1499
128314
SH
SOLE
128314
0
0
ECOLAB INC
COM
278865100
278
1351
SH
SOLE
1351
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
274
11364
SH
SOLE
11364
0
0
EQUIFAX INC
COM
294429105
207
865
SH
SOLE
865
0
0
EXXON MOBIL CORP
COM
30231G102
386
6116
SH
SOLE
6116
0
0
FACEBOOK INC
CL A
30303M102
1186
3410
SH
SOLE
3410
0
0
FIRST MIDWEST BANCORP DEL
COM
320867104
305
15396
SH
SOLE
15396
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
2405
12849
SH
SOLE
12849
0
0
GENERAL ELECTRIC CO
COM
369604103
198
14708
SH
SOLE
14708
0
0
GODADDY INC
CL A
380237107
220
2529
SH
SOLE
2529
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
256
674
SH
SOLE
674
0
0
HOME DEPOT INC
COM
437076102
719
2253
SH
SOLE
2253
0
0
HONEYWELL INTL INC
COM
438516106
464
2114
SH
SOLE
2114
0
0
IDEXX LABS INC
COM
45168D104
553
876
SH
SOLE
876
0
0
ILLINOIS TOOL WKS INC
COM
452308109
247
1106
SH
SOLE
1106
0
0
INTEL CORP
COM
458140100
639
11388
SH
SOLE
11388
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
494
3368
SH
SOLE
3368
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
67863
191470
SH
SOLE
191470
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
13314
394963
SH
SOLE
394963
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
30750
459020
SH
SOLE
459020
0
0
ISHARES SILVER TR
ISHARES
46428Q109
463
19127
SH
SOLE
19127
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
235
2733
SH
SOLE
2733
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
87441
1168067
SH
SOLE
1168067
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
59839
529640
SH
SOLE
529640
0
0
ISHARES TR
CORE S&P500 ETF
464287200
225922
525499
SH
SOLE
525499
0
0
ISHARES TR
CORE US AGGBD ET
464287226
319
2762
SH
SOLE
2762
0
0
ISHARES TR
EAFE SML CP ETF
464288273
239
3217
SH
SOLE
3217
0
0
ISHARES TR
EAFE VALUE ETF
464288877
3322
64176
SH
SOLE
64176
0
0
ISHARES TR
EXPND TEC SC ETF
464287549
11639
28811
SH
SOLE
28811
0
0
ISHARES TR
GL CLEAN ENE ETF
464288224
211
8982
SH
SOLE
8982
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
2589
79894
SH
SOLE
79894
0
0
ISHARES TR
MSCI EAFE ETF
464287465
13653
173084
SH
SOLE
173084
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
659
6897
SH
SOLE
6897
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
217
1630
SH
SOLE
1630
0
0
ISHARES TR
RUS 1000 ETF
464287622
128269
529862
SH
SOLE
529862
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1727
6360
SH
SOLE
6360
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
7424
46805
SH
SOLE
46805
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
512
3088
SH
SOLE
3088
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1023
4461
SH
SOLE
4461
0
0
ISHARES TR
S&P 100 ETF
464287101
477
2430
SH
SOLE
2430
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
3745
25364
SH
SOLE
25364
0
0
ISHARES TR
SELECT DIVID ETF
464287168
714
6121
SH
SOLE
6121
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
13374
126853
SH
SOLE
126853
0
0
ISHARES TR
TIPS BD ETF
464287176
14678
114661
SH
SOLE
114661
0
0
ISHARES TR
U.S. TECH ETF
464287721
770
7751
SH
SOLE
7751
0
0
ISHARES TR
U.S. UTILITS ETF
464287697
1058
13472
SH
SOLE
13472
0
0
JOHNSON & JOHNSON
COM
478160104
2046
12418
SH
SOLE
12418
0
0
JPMORGAN CHASE & CO
COM
46625H100
1493
9597
SH
SOLE
9597
0
0
KIMBERLY-CLARK CORP
COM
494368103
283
2117
SH
SOLE
2117
0
0
LILLY ELI & CO
COM
532457108
528
2301
SH
SOLE
2301
0
0
LOWES COS INC
COM
548661107
207
1069
SH
SOLE
1069
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
240
4900
SH
SOLE
4900
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
444
1217
SH
SOLE
1217
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
323
3653
SH
SOLE
3653
0
0
MCDONALDS CORP
COM
580135101
540
2336
SH
SOLE
2336
0
0
MEDTRONIC PLC
SHS
G5960L103
213
1719
SH
SOLE
1719
0
0
MERCK & CO INC
COM
58933Y105
666
8559
SH
SOLE
8559
0
0
MICROSOFT CORP
COM
594918104
6762
24960
SH
SOLE
24960
0
0
NETFLIX INC
COM
64110L106
229
433
SH
SOLE
433
0
0
NEW AMER HIGH INCOME FD INC
COM NEW
641876800
216
23352
SH
SOLE
23352
0
0
NEXTERA ENERGY INC
COM
65339F101
486
6627
SH
SOLE
6627
0
0
NIKE INC
CL B
654106103
217
1402
SH
SOLE
1402
0
0
NORFOLK SOUTHN CORP
COM
655844108
238
896
SH
SOLE
896
0
0
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
417
11059
SH
SOLE
11059
0
0
NVIDIA CORPORATION
COM
67066G104
509
636
SH
SOLE
636
0
0
ORACLE CORP
COM
68389X105
553
7099
SH
SOLE
7099
0
0
PAYPAL HLDGS INC
COM
70450Y103
1990
6828
SH
SOLE
6828
0
0
PEPSICO INC
COM
713448108
382
2581
SH
SOLE
2581
0
0
PFIZER INC
COM
717081103
338
8638
SH
SOLE
8638
0
0
PROCTER AND GAMBLE CO
COM
742718109
1001
7421
SH
SOLE
7421
0
0
PROTAGONIST THERAPEUTICS INC
COM
74366E102
522
11640
SH
SOLE
11640
0
0
QUALCOMM INC
COM
747525103
225
1572
SH
SOLE
1572
0
0
SALESFORCE COM INC
COM
79466L302
327
1337
SH
SOLE
1337
0
0
SCHWAB CHARLES CORP
COM
808513105
1350
18543
SH
SOLE
18543
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
545
13809
SH
SOLE
13809
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
273
2621
SH
SOLE
2621
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
995
15732
SH
SOLE
15732
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2708
18338
SH
SOLE
18338
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1363
3952
SH
SOLE
3952
0
0
SPDR GOLD TR
GOLD SHS
78463V107
19295
116495
SH
SOLE
116495
0
0
SPDR INDEX SHS FDS
MSCI EAFE FS ETF
78470E106
1636
19589
SH
SOLE
19589
0
0
SPDR INDEX SHS FDS
MSCI EMR MKT ETF
78470E205
919
11195
SH
SOLE
11195
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
284308
664179
SH
SOLE
664179
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
390
794
SH
SOLE
794
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
678
22138
SH
SOLE
22138
0
0
SPDR SER TR
SPDR S&P 500 ETF
78468R796
2580
24303
SH
SOLE
24303
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
218
1814
SH
SOLE
1814
0
0
TARGET CORP
COM
87612E106
1061
4390
SH
SOLE
4390
0
0
TESLA INC
COM
88160R101
10425
15338
SH
SOLE
15338
0
0
TEXAS INSTRS INC
COM
882508104
743
3862
SH
SOLE
3862
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
498
988
SH
SOLE
988
0
0
TUCOWS INC
COM NEW
898697206
281
3500
SH
SOLE
3500
0
0
UNION PAC CORP
COM
907818108
633
2877
SH
SOLE
2877
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
11023
53001
SH
SOLE
53001
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
697
1741
SH
SOLE
1741
0
0
UNITY SOFTWARE INC
COM
91332U101
2778
25290
SH
SOLE
25290
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
511
1780
SH
SOLE
1780
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
513
2555
SH
SOLE
2555
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
452
1906
SH
SOLE
1906
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
9474
93075
SH
SOLE
93075
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1185
3011
SH
SOLE
3011
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
412
2370
SH
SOLE
2370
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
269
1195
SH
SOLE
1195
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
8524
38254
SH
SOLE
38254
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
293
2134
SH
SOLE
2134
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
6404
101027
SH
SOLE
101027
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1828
33650
SH
SOLE
33650
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
729
13184
SH
SOLE
13184
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1296
8373
SH
SOLE
8373
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
177515
3445565
SH
SOLE
3445565
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1318
20553
SH
SOLE
20553
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
777
9714
SH
SOLE
9714
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
85768
215081
SH
SOLE
215081
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
713
12723
SH
SOLE
12723
0
0
VISA INC
COM CL A
92826C839
1026
4390
SH
SOLE
4390
0
0
WALMART INC
COM
931142103
486
3444
SH
SOLE
3444
0
0
WELLS FARGO CO NEW
COM
949746101
442
9760
SH
SOLE
9760
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
414
5543
SH
SOLE
5543
0
0
WISDOMTREE TR
US DIVID EX FNCL
97717W406
382
3924
SH
SOLE
3924
0
0
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
244
2062
SH
SOLE
2062
0
0
ZOETIS INC
CL A
98978V103
244
1307
SH
SOLE
1307
0
0