Bingham Osborn & Scarborough

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

BINGHAM OSBORN & SCARBOROUGH portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 31.39 1274011 206.43 205.25
VEA Vanguard Europe Pacific ETF 14.75 +12.00% 3102154 39.83 39.04
IWB iShares Russell 1000 Index 8.00 -4.00% 578569 115.85 114.60
QQQQ PowerShares QQQ Trust, Series 1 7.00 -4.00% 555262 105.60 0.00
IVV iShares S&P; 500 Index 6.94 279698 207.83 205.96
VGT Vanguard Information Technology ETF 5.89 463016 106.52 105.97
VNQ Vanguard REIT ETF 3.71 368706 84.31 80.84
EFA iShares MSCI EAFE Index Fund 2.57 336156 64.17 62.56
APH Amphenol Corporation 2.29 325582 58.93 57.35
PG Procter & Gamble Company 1.49 152691 81.94 81.31
VEU Vanguard FTSE All-World ex-US ETF 1.23 -6.00% 211745 48.73 47.62
UPS United Parcel Service 1.01 86935 96.93 99.32
IGM iShares S&P; NA Tech. Sec. Idx. Fd. 0.96 -10.00% 78061 103.12 103.35
WFC Wells Fargo & Company 0.88 135338 54.40 53.90
VTI Vanguard Total Stock Market ETF 0.70 +5.00% 54974 107.25 106.32
GLD SPDR Gold Trust 0.64 47392 113.67 110.56
IWD iShares Russell 1000 Value Index 0.54 -7.00% 43953 103.09 101.93
IAU iShares Gold Trust 0.52 +9.00% 377821 11.45 11.14
AAPL Apple 0.39 -14.00% 26182 124.44 123.28
SCHW Charles Schwab Corporation 0.37 +4.00% 102666 30.44 30.86
XOM Exxon Mobil Corporation 0.37 -6.00% 36286 84.99 84.57
BRK.B Berkshire Hathaway 0.35 +8.00% 20304 144.31 0.00
Jazz Pharmaceuticals 0.35 16883 172.78 0.00
XLK Technology SPDR 0.34 67916 41.43 41.70
New America High Income Fund I 0.33 305365 9.05 0.00
CVX Chevron Corporation 0.32 25688 104.99 102.86
Facebook Inc cl a 0.31 -35.00% 31525 82.22 0.00
AMZN Amazon 0.30 +2.00% 6695 372.07 372.62
KR Kroger 0.23 25020 76.66 74.09
NSC Norfolk Southern 0.22 17809 102.93 108.18
BRK.A Berkshire Hathaway 0.21 8 217500.00 0.00
GS Goldman Sachs 0.20 9104 187.94 184.67
BAC Bank of America Corporation 0.18 95837 15.39 15.95
TGT Target Corporation 0.18 18104 82.08 77.89
GE General Electric Company 0.17 58473 24.81 25.35
DIA SPDR Dow Jones Industrial Average ETF 0.16 -9.00% 7373 177.54 176.97
ORCL Oracle Corporation 0.13 -16.00% 24416 43.17 41.62
CRM salesforce 0.12 NEW 15191 66.82 64.26
IWF iShares Russell 1000 Growth Index 0.12 -2.00% 9769 98.88 97.71
IWN iShares Russell 2000 Value Index 0.12 -2.00% 9910 103.23 99.26
Kemper Corp Del 0.12 -37.00% 25751 38.95 0.00
Willis Group Holdings 0.11 18512 48.18 0.00
VWO Vanguard Emerging Markets ETF 0.11 +11.00% 23128 40.86 39.44
Abbvie 0.11 15242 58.52 0.00
DD E.I. du Pont de Nemours & Company 0.10 11973 71.49 79.13
IBM International Business Machines 0.10 -14.00% 5143 160.41 158.25
IWM iShares Russell 2000 Index 0.10 6890 124.38 119.90
IDU iShares Dow Jones US Utilities 0.10 7313 111.72 108.36
EEM iShares MSCI Emerging Markets Indx 0.09 +4.00% 19047 40.11 38.45
JNJ Johnson & Johnson 0.09 -4.00% 7854 100.59 98.55
SJM J.M. Smucker Company 0.09 6399 115.80 110.22
VV Vanguard Large-Cap ETF 0.09 8075 95.23 94.44
XLU Utilities SPDR 0.09 17195 44.43 43.18
ABT Abbott Laboratories 0.08 15249 46.30 46.40
CW Curtiss-Wright 0.08 -24.00% 8790 73.95 71.17
TDY Teledyne Technologies Incorporated 0.08 -18.00% 6208 106.80 99.65
IYW iShares Dow Jones US Technology 0.08 6330 104.90 104.97
BMY Bristol Myers Squibb 0.07 -7.00% 8755 64.53 66.08
ARGO GROUP INTERNATIONAL Holdi Com Stk 0.07 -14.00% 10879 50.19 0.00
DVY iShares Dow Jones Select Dividend 0.07 +4.00% 7745 77.99 76.58
EFV iShares MSCI EAFE Value Index 0.07 -21.00% 11065 53.32 52.00
MSFT Microsoft Corporation 0.06 -10.00% 12901 40.62 42.00
T AT&T; 0.06 16156 32.62 32.70
PEP Pepsi 0.06 5612 95.69 93.96
TSLA Tesla Motors 0.06 2452 188.83 194.42
TIP iShares Barclays TIPS Bond Fund 0.06 +104.00% 4313 113.61 111.97
Kinder Morgan 0.06 12890 42.05 0.00
Ishares Core Msci Eafe Etf core msci eafe 0.06 -75.00% 8994 58.48 0.00
DIS Walt Disney Company 0.05 -8.00% 4132 104.79 103.60
CSCO Cisco Systems 0.05 14666 27.55 28.51
INTC Intel Corporation 0.05 +14.00% 13468 31.26 32.76
VZ Verizon Communications 0.05 -5.00% 8144 48.62 48.01
HON Honeywell International 0.05 -8.00% 3692 104.28 100.92
MRK Merck & Co 0.05 -20.00% 7977 57.42 56.20
OXY Occidental Petroleum Corporation 0.05 5550 72.97 74.23
GILD Gilead Sciences 0.05 4486 98.08 99.53
GOOG Google 0.05 +8.00% 726 555.10 554.33
ATI Allegheny Technologies Incorporated 0.05 -37.00% 14473 29.99 31.49
AGG iShares Lehman Aggregate Bond 0.05 -3.00% 3468 111.30 110.29
SLV iShares Silver Trust 0.05 27663 15.94 14.70
IWP iShares Russell Midcap Growth Idx. 0.05 4261 97.86 95.82
Google Inc Class C 0.05 +6.00% 726 548.21 0.00
PFE Pfizer 0.04 -9.00% 9434 34.77 33.78
JWN Nordstrom 0.04 -15.00% 4250 80.24 79.23
AMGN Amgen 0.04 -52.00% 2193 160.05 153.92
BSV Vanguard Short-Term Bond ETF 0.04 +7.00% 4165 80.43 80.04
ELX Emulex Corporation 0.04 43074 7.96 7.97
SJW SJW 0.04 11250 30.93 31.82
IJR iShares S&P; SmallCap 600 Index 0.04 2662 117.96 113.70
Twitter 0.04 7463 50.11 0.00
JPM JPMorgan Chase & Co. 0.03 -10.00% 4368 60.67 60.16
AXP American Express Company 0.03 -9.00% 3173 78.16 79.39
PBCT People's United Financial 0.03 15068 15.20 14.88
CAT Caterpillar 0.03 2645 80.15 79.57
WMT Wal-Mart Stores 0.03 3301 82.40 81.06
MMM 3M Company 0.03 1348 164.69 162.72
KMB Kimberly-Clark Corporation 0.03 -12.00% 2113 106.96 103.80
RAI Reynolds American 0.03 4084 68.81 70.03
EMR Emerson Electric 0.03 -3.00% 4804 56.62 55.87
CVS CVS Caremark Corporation 0.03 2524 103.41 101.90
CL Colgate-Palmolive Company 0.03 3800 69.21 68.17
SLB Schlumberger 0.03 -47.00% 2542 83.40 81.67
JEC Jacobs Engineering 0.03 5600 45.18 42.89
BPFH Boston Private Financial Holdings 0.03 -4.00% 19023 12.14 12.24
IVW iShares S&P; 500 Growth Index 0.03 -11.00% 1862 113.86 113.07
VB Vanguard Small-Cap ETF 0.03 +28.00% 2249 122.72 118.34
KLD iShares FTSE KLD Select Scil Idx Fd 0.03 2841 85.89 84.78
HAP Market Vectors-RVE Hrd Ast Prducrs 0.03 8100 33.09 32.55
Lpl Financial Holdings 0.03 5915 43.79 0.00
HD Home Depot 0.02 -20.00% 1773 113.37 113.11
BA Boeing Company 0.02 -26.00% 1372 150.15 152.38
IWV iShares Russell 3000 Index 0.02 NEW 1626 123.62 122.37
Schwab Strategic Tr us lrg cap etf 0.02 -18.00% 4036 49.55 0.00
SFY Swift Energy Company 0.01 20500 2.15 2.57
Semler Scientific 0.01 35219 3.49 0.00
MNI McClatchy Company 0.00 10000 1.80 2.00