0000915325-21-000005.txt : 20210428
0000915325-21-000005.hdr.sgml : 20210428
20210427173248
ACCESSION NUMBER: 0000915325-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210428
DATE AS OF CHANGE: 20210427
EFFECTIVENESS DATE: 20210428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BADGLEY PHELPS & BELL INC
CENTRAL INDEX KEY: 0000915325
IRS NUMBER: 910789795
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04032
FILM NUMBER: 21860262
BUSINESS ADDRESS:
STREET 1: 1420 FIFTH AVE
STREET 2: SUITE 3200
CITY: SEATTLE
STATE: WA
ZIP: 98101
BUSINESS PHONE: 2066236172
MAIL ADDRESS:
STREET 1: 1420 FIFTH AVENUE
STREET 2: STE 3200
CITY: SEATTLE
STATE: WA
ZIP: 98101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000915325
XXXXXXXX
03-31-2021
03-31-2021
BADGLEY PHELPS & BELL INC
1420 FIFTH AVENUE
STE 3200
SEATTLE
WA
98101
13F HOLDINGS REPORT
028-04032
N
Lisa P. Guzman
Chief Compliance Officer
206-623-6172
Lisa P. Guzman
Seattle
WA
04-27-2021
0
231
2411773
false
INFORMATION TABLE
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bpb13f-1q21.xml
1ST QUARTER 2021 13F FILING - BADGLEY PHELPS
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0
Eaton Vance Tax-Manag Global D
COM
27829F108
147
15796
SH
SOLE
15796
0
0
Ferrari N V
COM
n3167y103
359
1715
SH
SOLE
1715
0
0
Gilead Sciences
COM
375558103
5603
86700
SH
SOLE
86700
0
0
Heritage Financial
COM
42722X106
416
14727
SH
SOLE
14727
0
0
Invesco QQQ Trust
COM
46090E103
932
2920
SH
SOLE
2920
0
0
iShares Dow Jones US Healthcar
COM
464287762
297
1175
SH
SOLE
1175
0
0
iShares Russell 1000 Index ETF
COM
464287622
2110
9427
SH
SOLE
9370
0
57
iShares Russell 1000 Value Ind
COM
464287598
233
1535
SH
SOLE
675
0
860
iShares Russell 3000
COM
464287689
603
2542
SH
SOLE
2542
0
0
iShares S&P 500 Index Fund
COM
464287200
1754
4409
SH
SOLE
4409
0
0
Microsoft
COM
594918104
2520
10690
SH
SOLE
9112
0
1578
NIKE Class B
COM
654106103
425
3200
SH
SOLE
3200
0
0
PACCAR
COM
693718108
241
2590
SH
SOLE
2590
0
0
Philip Morris Int'l
COM
718172109
1445
16286
SH
SOLE
16286
0
0
Pinterest
COM
72352L106
851
11494
SH
SOLE
11494
0
0
Riverview Bancorp Inc.
COM
769397100
168
24300
SH
SOLE
24300
0
0
Schwab US Large Cap ETF
COM
808524201
877
9134
SH
SOLE
9134
0
0
SPDR Morgan Stanley Technology
COM
78464A102
253
1750
SH
SOLE
1750
0
0
SPDR S&P 500 ETF Trust
COM
78462F103
4474
11288
SH
SOLE
11288
0
0
Starbucks
COM
855244109
728
6665
SH
SOLE
6665
0
0
Technology Select Sector SPDR
COM
81369Y803
222
1672
SH
SOLE
1672
0
0
Tesla Motors
COM
88160R101
256
383
SH
SOLE
383
0
0
United Parcel Service
COM
911312106
24120
141888
SH
SOLE
141888
0
0
Vanguard Large Cap ETF
COM
922908637
890
4805
SH
SOLE
4805
0
0
Vanguard S&P 500 ETF
COM
922908363
1595
4379
SH
SOLE
4379
0
0
Vanguard Total Stock Market In
COM
922908769
9407
45514
SH
SOLE
44150
0
1364
Wix.com
COM
m98068105
209
750
SH
SOLE
750
0
0
SPDR Gold Trust
COM
78463V107
254
1585
SH
SOLE
1485
0
100
FlexShares Mstar Glbl Upstrm N
COM
33939L407
9986
275938
SH
SOLE
266017
0
9921
Invesco Optimum Yield Diversif
COM
46090F100
11481
666124
SH
SOLE
642646
0
23478
Invesco S&P 500 Quality ETF
COM
46137V241
10581
238676
SH
SOLE
230180
0
8496
iPath Bloomberg Commodity Inde
COM
06738C778
414
17491
SH
SOLE
17491
0
0
iShares Exponential Technologi
COM
46434V381
11339
191478
SH
SOLE
184956
0
6522
iShares MBS ETF
COM
464288588
14511
133844
SH
SOLE
128900
0
4944
iShares S/T Natnl Muni Bd ETF
COM
464288158
248
2300
SH
SOLE
2300
0
0
JPMorgan Ultra-Short Income ET
COM
46641Q837
11874
233940
SH
SOLE
226274
0
7666
Schwab U.S. TIPS ETF
COM
808524870
17085
279354
SH
SOLE
268851
0
10503
SPDR Portfolio Intermediate Te
COM
78464A375
31969
881914
SH
SOLE
849276
0
32638
SPDR Portfolio S&P 1500 Compos
COM
78464a805
442
8980
SH
SOLE
8980
0
0
Vanguard Dividend Appreciation
COM
921908844
671
4560
SH
SOLE
4000
0
560
Vanguard Large Cap ETF
COM
922908637
46811
252625
SH
SOLE
243245
0
9380
Vanguard Tax-Exempt Bond ETF
COM
922907746
355
6492
SH
SOLE
6492
0
0
Vanguard Total International S
COM
921909768
22196
354004
SH
SOLE
341381
0
12623
Equity Residential
COM
29476l107
611
8527
SH
SOLE
8527
0
0
Invitation Homes
COM
46187W107
413
12905
SH
SOLE
12905
0
0