0001398344-19-014339.txt : 20190814 0001398344-19-014339.hdr.sgml : 20190814 20190814133600 ACCESSION NUMBER: 0001398344-19-014339 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Osbon Capital Management LLC CENTRAL INDEX KEY: 0001784418 IRS NUMBER: 202555384 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19572 FILM NUMBER: 191025069 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN ST STREET 2: 26TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6172172772 MAIL ADDRESS: STREET 1: 225 FRANKLIN ST STREET 2: 26TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001784418 XXXXXXXX 06-30-2019 06-30-2019 false Osbon Capital Management LLC

225 FRANKLIN ST 26TH FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-19572 N Jon Maxwell Osbon - (Max Osbon) 617-217-2772 /s/ Max Osbon Boston MA 08-12-2019 0 50 94006 INFORMATION TABLE 2 fp0045129_13fhr-table.xml 13F INFORMATION TABLE ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 1427 10493 SH SOLE 10493 0 0 ADOBE INC COM 00724F101 368 1249 SH SOLE 1249 0 0 AMAZON COM INC COM 023135106 507 268 SH SOLE 268 0 0 AMGEN INC COM 031162100 285 1547 SH SOLE 1547 0 0 BECTON DICKINSON & CO COM 075887109 360 1428 SH SOLE 1428 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 768 3605 SH SOLE 3605 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 194 15628 SH SOLE 15628 0 0 CARBON BLACK INC COM 14081R103 451 27000 SH SOLE 27000 0 0 CISCO SYS INC COM 17275R102 2611 47703 SH SOLE 47703 0 0 EXXON MOBIL CORP COM 30231G102 201 2620 SH SOLE 2620 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 205 1003 SH SOLE 1003 0 0 ISHARES TR CORE MSCI EURO 46434V738 379 8128 SH SOLE 8128 0 0 ISHARES TR CORE S&P SCP ETF 464287804 789 10085 SH SOLE 10085 0 0 ISHARES TR EUROPE ETF 464287861 491 11137 SH SOLE 11137 0 0 ISHARES GOLD TRUST ISHARES 464285105 389 28818 SH SOLE 28818 0 0 ISHARES TR JPMORGAN USD EMG 464288281 1793 15828 SH SOLE 15828 0 0 ISHARES TR MICRO-CAP ETF 464288869 269 2891 SH SOLE 2891 0 0 ISHARES TR EAFE SML CP ETF 464288273 290 5050 SH SOLE 5050 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1258 29309 SH SOLE 29309 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 2094 38357 SH SOLE 38357 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1422 12572 SH SOLE 12572 0 0 JOHNSON & JOHNSON COM 478160104 286 2052 SH SOLE 2052 0 0 LOCKHEED MARTIN CORP COM 539830109 305 838 SH SOLE 838 0 0 PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 244 10212 SH SOLE 10212 0 0 SPDR SERIES TRUST BLOOMBERG SRT TR 78468R408 5129 188356 SH SOLE 188356 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 3012 11329 SH SOLE 11329 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1514 11370 SH SOLE 11370 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 674 2299 SH SOLE 2299 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 7582 75156 SH SOLE 75156 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 200 4467 SH SOLE 4467 0 0 VANGUARD GROUP DIV APP ETF 921908844 458 3996 SH SOLE 3996 0 0 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 4245 52873 SH SOLE 52873 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2134 30919 SH SOLE 30919 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 740 14516 SH SOLE 14516 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2841 66806 SH SOLE 66806 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 3908 71176 SH SOLE 71176 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3542 60029 SH SOLE 60029 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 224 1369 SH SOLE 1369 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 387 4427 SH SOLE 4427 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 239 1641 SH SOLE 1641 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 2705 12825 SH SOLE 12825 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5152 58951 SH SOLE 58951 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 318 3954 SH SOLE 3954 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1632 33100 SH SOLE 33100 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 10886 69486 SH SOLE 69486 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1057 12729 SH SOLE 12729 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 2176 41251 SH SOLE 41251 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11581 77161 SH SOLE 77161 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 2183 46395 SH SOLE 46395 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 2102 32336 SH SOLE 32336 0 0