Bingham Osborn & Scarborough

Latest statistics and disclosures from BINGHAM OSBORN & SCARBOROUGH's latest quarterly 13F-HR filing:

BINGHAM OSBORN & SCARBOROUGH portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 31.60 1269644 205.54 210.73
VEA Vanguard Europe Pacific ETF 12.61 +5.00% 2748792 37.88 40.36
IWB iShares Russell 1000 Index 8.38 603682 114.63 117.72
QQQQ PowerShares QQQ Trust, Series 1 7.24 -2.00% 578957 103.25 0.00
IVV iShares S&P; 500 Index 7.12 284047 206.87 211.64
VGT Vanguard Information Technology ETF 5.87 464324 104.48 109.17
VNQ Vanguard REIT ETF 3.65 372510 81.00 83.88
EFA iShares MSCI EAFE Index Fund 2.49 338197 60.84 64.54
APH Amphenol Corporation 2.12 +100.00% 325582 53.81 58.24
PG Procter & Gamble Company 1.69 -2.00% 153488 91.09 84.59
VEU Vanguard FTSE All-World ex-US ETF 1.28 226437 46.86 49.26
UPS United Parcel Service 1.17 -15.00% 87228 111.17 100.82
IGM iShares S&P; NA Tech. Sec. Idx. Fd. 1.07 -4.00% 86805 101.92 106.09
WFC Wells Fargo & Company 0.90 136059 54.82 54.96
VTI Vanguard Total Stock Market ETF 0.67 -3.00% 52052 105.99 109.06
GLD SPDR Gold Trust 0.65 47392 113.58 115.47
IWD iShares Russell 1000 Value Index 0.60 -3.00% 47318 104.40 104.49
IAU iShares Gold Trust 0.48 346451 11.44 11.63
Facebook Inc cl a 0.46 +73.00% 48754 78.02 0.00
XOM Exxon Mobil Corporation 0.43 +5.00% 38853 92.45 86.92
AAPL Apple 0.41 -4.00% 30710 110.39 128.54
SCHW Charles Schwab Corporation 0.36 97853 30.19 29.84
CVX Chevron Corporation 0.36 -3.00% 26202 112.17 105.16
BRK.B Berkshire Hathaway 0.34 +2.00% 18771 150.13 0.00
XLK Technology SPDR 0.34 -4.00% 68160 41.34 43.03
New America High Income Fund I 0.33 -3.00% 305152 8.94 0.00
Jazz Pharmaceuticals 0.33 16883 163.71 0.00
AMZN Amazon 0.25 6545 310.31 382.72
Ishares Core Msci Eafe Etf core msci eafe 0.25 NEW 36938 55.31 0.00
NSC Norfolk Southern 0.24 -2.00% 17809 109.61 109.11
BRK.A Berkshire Hathaway 0.22 8 226000.00 0.00
GS Goldman Sachs 0.21 9104 193.87 189.60
BAC Bank of America Corporation 0.21 96180 17.89 15.84
KR Kroger 0.19 25020 64.23 73.34
GE General Electric Company 0.18 -3.00% 59092 25.27 25.62
Kemper Corp Del 0.18 -7.00% 41267 36.11 0.00
TGT Target Corporation 0.17 18104 75.89 78.10
DIA SPDR Dow Jones Industrial Average ETF 0.17 -11.00% 8119 177.85 180.78
ORCL Oracle Corporation 0.16 -13.00% 29191 44.98 43.69
IWN iShares Russell 2000 Value Index 0.13 10159 101.68 101.00
IBM International Business Machines 0.12 +4.00% 5985 160.40 160.02
IWF iShares Russell 1000 Growth Index 0.12 -4.00% 10024 95.57 100.47
Abbvie 0.12 15242 65.41 0.00
DD E.I. du Pont de Nemours & Company 0.11 12123 73.91 78.12
JNJ Johnson & Johnson 0.10 8229 104.51 102.44
CW Curtiss-Wright 0.10 11596 70.63 72.59
Willis Group Holdings 0.10 18512 44.84 0.00
IWM iShares Russell 2000 Index 0.10 -7.00% 6901 119.69 122.07
ATI Allegheny Technologies Incorporated 0.10 23075 34.76 32.93
XLU Utilities SPDR 0.10 17195 47.22 44.72
IDU iShares Dow Jones US Utilities 0.10 7313 118.28 112.11
VWO Vanguard Emerging Markets ETF 0.10 +8.00% 20748 40.00 40.92
EEM iShares MSCI Emerging Markets Indx 0.09 -2.00% 18248 39.29 39.93
AMGN Amgen 0.09 +128.00% 4654 159.22 159.19
TDY Teledyne Technologies Incorporated 0.09 7614 102.71 100.02
ARGO GROUP INTERNATIONAL Holdi Com Stk 0.09 12788 55.44 0.00
VV Vanguard Large-Cap ETF 0.09 8075 94.37 96.98
EFV iShares MSCI EAFE Value Index 0.09 14017 51.01 53.76
MSFT Microsoft Corporation 0.08 -6.00% 14447 46.45 43.11
ABT Abbott Laboratories 0.08 15247 44.99 47.01
SJM J.M. Smucker Company 0.08 NEW 6364 101.04 114.28
IYW iShares Dow Jones US Technology 0.08 6330 104.42 108.35
BMY Bristol Myers Squibb 0.07 9435 59.04 65.67
T AT&T; 0.07 -3.00% 16362 33.61 34.09
MRK Merck & Co 0.07 -9.00% 10015 56.81 58.12
ROC Rockwood Holdings 0.07 -15.00% 7053 78.83 0.00
TSLA Tesla Motors 0.07 2452 222.27 202.84
DVY iShares Dow Jones Select Dividend 0.07 7446 79.37 78.57
Kinder Morgan 0.07 NEW 12890 42.28 0.00
PEP Pepsi 0.06 -9.00% 5612 94.62 97.57
DIS Walt Disney Company 0.05 -9.00% 4492 94.17 105.57
CSCO Cisco Systems 0.05 -5.00% 14659 27.83 29.33
INTC Intel Corporation 0.05 11743 36.28 33.99
JWN Nordstrom 0.05 5050 79.41 80.72
VZ Verizon Communications 0.05 +6.00% 8643 46.74 49.04
HON Honeywell International 0.05 -5.00% 4029 100.02 103.56
OXY Occidental Petroleum Corporation 0.05 5583 80.60 77.29
SLB Schlumberger 0.05 +5.00% 4878 85.49 84.48
GILD Gilead Sciences 0.05 -9.00% 4486 94.29 104.03
AGG iShares Lehman Aggregate Bond 0.05 +18.00% 3594 110.18 110.37
SLV iShares Silver Trust 0.05 27663 15.07 15.64
IWP iShares Russell Midcap Growth Idx. 0.05 4261 93.17 98.00
JPM JPMorgan Chase & Co. 0.04 -20.00% 4861 62.54 61.72
AXP American Express Company 0.04 3489 93.15 80.63
PFE Pfizer 0.04 -11.00% 10447 31.11 34.77
EMR Emerson Electric 0.04 5004 61.75 57.78
GOOG Google 0.04 -7.00% 668 529.94 574.88
BSV Vanguard Short-Term Bond ETF 0.04 +6.00% 3865 79.95 80.02
SJW SJW 0.04 11250 32.09 32.14
IJR iShares S&P; SmallCap 600 Index 0.04 2659 113.95 115.53
Google Inc Class C 0.04 -7.00% 681 525.70 0.00
PBCT People's United Financial 0.03 -24.00% 15068 15.20 15.06
CAT Caterpillar 0.03 2644 91.53 81.73
CSX CSX Corporation 0.03 6803 36.16 34.24
WMT Wal-Mart Stores 0.03 3301 85.73 83.39
HD Home Depot 0.03 -23.00% 2233 104.79 115.24
MMM 3M Company 0.03 NEW 1348 163.95 167.25
KMB Kimberly-Clark Corporation 0.03 2412 115.67 108.28
MAT Mattel 0.03 8677 31.00 26.14
RAI Reynolds American 0.03 4084 64.15 74.56
BA Boeing Company 0.03 -20.00% 1862 129.97 154.35
HOG Harley-Davidson 0.03 NEW 3200 65.94 63.02
CVS CVS Caremark Corporation 0.03 2524 96.28 103.08
CL Colgate-Palmolive Company 0.03 3800 69.21 70.68
JEC Jacobs Engineering 0.03 5622 44.65 43.65
BPFH Boston Private Financial Holdings 0.03 -43.00% 20021 13.49 12.40
ELX Emulex Corporation 0.03 43074 5.66 7.98
IVW iShares S&P; 500 Growth Index 0.03 2099 111.48 116.35
TIP iShares Barclays TIPS Bond Fund 0.03 NEW 2113 112.16 113.33
KLD iShares FTSE KLD Select Scil Idx Fd 0.03 -5.00% 2841 86.24 87.00
HAP Market Vectors-RVE Hrd Ast Prducrs 0.03 8100 33.83 34.30
FEZ SPDR EURO STOXX 50 ETF 0.03 7500 36.80 38.88
DLN WisdomTree LargeCap Dividend Fund 0.03 NEW 2841 74.27 74.59
Schwab Strategic Tr us lrg cap etf 0.03 4945 49.14 0.00
Lpl Financial Holdings 0.03 5915 44.63 0.00
Twitter 0.03 -28.00% 7463 35.91 0.00
VB Vanguard Small-Cap ETF 0.02 NEW 1749 116.64 120.92
DHS WisdomTree Equity Income Fund 0.02 NEW 3249 61.56 61.57
Express Scripts Holding 0.02 -22.00% 2409 84.68 0.00
SFY Swift Energy Company 0.01 20500 4.05 3.33
Semler Scientific 0.01 35219 1.96 0.00
MNI McClatchy Company 0.00 10000 3.30 2.13