Bingham Osborn & Scarborough

Latest statistics and disclosures from Bingham Osborn & Scarborough's latest quarterly 13F-HR filing:

Companies in the Bingham Osborn & Scarborough portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 29.90 1.29M -11% 241.80
Vanguard Europe Pacific ETF (VEA) 21.02 5.31M 41.32
iShares S&P; 500 Index (IVV) 9.00 385656 +75% 243.41
iShares Russell 1000 Index (IWB) 6.73 519212 135.27
Vanguard Information Technology ETF (VGT) 6.21 459767 -2% 140.84
PowerShares QQQ Trust, Series 1 (QQQQ) 5.48 415560 -4% 137.64
Vanguard REIT ETF (VNQ) 2.48 311526 +2% 83.23
Amphenol Corporation (APH) 1.75 247242 73.82
iShares MSCI EAFE Index Fund (EFA) 1.43 228897 -3% 65.20
United Parcel Service (UPS) 1.09 102996 110.59
Procter & Gamble Company (PG) 0.94 112179 87.15
Ishares Core Msci Eafe Etf core msci eafe 0.93 159108 60.89
Vanguard FTSE All-World ex-US ETF (VEU) 0.77 160182 -2% 50.03
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.75 54099 144.64
Wells Fargo & Company (WFC) 0.67 125896 55.41
Amazon (AMZN) 0.65 6996 967.98
Apple (AAPL) 0.64 46173 +10% 144.02
SPDR Gold Trust (GLD) 0.62 54639 +14% 118.01
iShares Gold Trust (IAU) 0.52 456543 -2% 11.94
Vanguard Total Stock Market ETF (VTI) 0.50 41965 124.46
iShares Russell 1000 Value Index (IWD) 0.42 37444 -2% 116.44
Facebook Inc cl a 0.41 27999 +8% 150.97
Charles Schwab Corporation (SCHW) 0.38 91668 42.96
Berkshire Hathaway (BRK.B) 0.31 19398 169.35
New America High Income Fund I 0.28 308014 9.48
Technology SPDR (XLK) 0.26 50512 -8% 54.72
Exxon Mobil Corporation (XOM) 0.24 30631 -6% 80.74
Jazz Pharmaceuticals 0.23 15412 155.53
Bank of America Corporation (BAC) 0.20 87121 24.27
salesforce (CRM) 0.20 24382 +32% 86.58
Adamas Pharmaceuticals 0.20 121830 17.49
Chevron Corporation (CVX) 0.19 18790 -8% 104.31
Abbvie 0.15 21119 +9% 72.49
SPDR Dow Jones Industrial Average ETF (DIA) 0.14 6765 -4% 213.30
AT&T; (T) 0.12 33383 +58% 37.74
Berkshire Hathaway (BRK.A) 0.12 5 254600.00
General Electric Company (GE) 0.11 43565 -15% 27.02
Tesla Motors (TSLA) 0.11 3090 361.49
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.11 34150 +8% 32.71
Johnson & Johnson (JNJ) 0.10 7664 132.31
Kroger (KR) 0.10 46278 23.32
Accenture 0.10 8527 -10% 123.72
Alphabet Inc Class C cs 0.10 1184 +38% 908.78
Oracle Corporation (ORCL) 0.09 19167 50.14
J.M. Smucker Company (SJM) 0.09 7705 +32% 118.36
Utilities SPDR (XLU) 0.09 17218 +9% 51.98
Ishares Inc core msci emkt 0.09 18716 -3% 50.06
Alphabet Inc Class A cs 0.09 1041 +18% 929.88
Willis Towers Watson 0.09 6386 145.47
iShares Russell 1000 Growth Index (IWF) 0.08 7276 +3% 119.02
Vanguard Large-Cap ETF (VV) 0.08 7604 110.99
iShares Dow Jones US Utilities (IDU) 0.08 6736 130.05
iShares Barclays TIPS Bond Fund (TIP) 0.08 7342 -4% 113.46
iShares Dow Jones US Technology (IYW) 0.08 5672 139.81
Microsoft Corporation (MSFT) 0.07 11305 -8% 68.91
Abbott Laboratories (ABT) 0.07 15145 -5% 48.60
E.I. du Pont de Nemours & Company (DD) 0.07 9072 -11% 80.69
Pepsi (PEP) 0.07 6540 115.44
iShares MSCI EAFE Value Index (EFV) 0.07 15122 -2% 51.71
iShares Russell 2000 Index (IWM) 0.06 4408 140.88
JPMorgan Chase & Co. (JPM) 0.05 5266 91.34
Costco Wholesale Corporation (COST) 0.05 3395 +18% 159.94
Walt Disney Company (DIS) 0.05 5163 +4% 106.33
Automatic Data Processing (ADP) 0.05 4943 +125% 102.37
Honeywell International (HON) 0.05 3869 133.37
International Business Machines (IBM) 0.05 3715 -10% 153.70
Starbucks Corporation (SBUX) 0.05 9815 +74% 58.28
iShares Dow Jones Select Dividend (DVY) 0.05 5178 -5% 92.12
Rightside 0.05 45987 10.61
iShares MSCI Emerging Markets Indx (EEM) 0.04 8897 -3% 41.36
Home Depot (HD) 0.04 2439 153.34
Pfizer (PFE) 0.04 13432 -5% 33.58
Bristol Myers Squibb (BMY) 0.04 8230 -12% 55.77
3M Company (MMM) 0.04 1798 -5% 208.01
Kimberly-Clark Corporation (KMB) 0.04 2952 129.07
Intel Corporation (INTC) 0.04 12323 33.76
Ross Stores (ROST) 0.04 7645 57.68
Amgen (AMGN) 0.04 2494 172.41
Merck & Co (MRK) 0.04 6210 64.09
iShares Lehman Aggregate Bond (AGG) 0.04 3812 109.39
iShares Russell 2000 Value Index (IWN) 0.04 3846 -2% 118.82
iShares Silver Trust (SLV) 0.04 26863 15.71
iShares S&P; SmallCap 600 Index (IJR) 0.04 6193 +11% 70.08
CSX Corporation (CSX) 0.03 5678 54.60
McDonald's Corporation (MCD) 0.03 2086 152.92
Wal-Mart Stores (WMT) 0.03 3642 +2% 75.78
Franklin Resources (BEN) 0.03 7888 44.75
Boeing Company (BA) 0.03 1320 +2% 197.73
Verizon Communications (VZ) 0.03 7995 -4% 44.65
Emerson Electric (EMR) 0.03 5904 59.62
Colgate-Palmolive Company (CL) 0.03 4644 -8% 74.07
GlaxoSmithKline (GSK) 0.03 7202 NEW 43.18
Occidental Petroleum Corporation (OXY) 0.03 5598 59.84
Target Corporation (TGT) 0.03 6895 -36% 52.36
Jacobs Engineering (JEC) 0.03 5617 54.48
Vanguard Short-Term Bond ETF (BSV) 0.03 3980 -3% 79.90
iShares S&P; 100 Index (OEF) 0.03 3210 106.85
SPDR S&P; MidCap 400 ETF (MDY) 0.03 1076 317.84
Vanguard Emerging Markets ETF (VWO) 0.03 7291 -5% 40.87
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.03 2691 -2% 102.19
Clyme US Cptl Mkts Mco Trm Fxd Idx (ULQ) 0.03 5850 NEW 50.26
Vanguard S&p 500 Etf idx fd 0.03 1535 +43% 222.15
Spdr Ser Tr sp500 fosl etf 0.03 5138 NEW 58.78
Vaneck Vectors Etf Tr nat res etf 0.03 8500 32.94
American Express Company (AXP) 0.02 2411 NEW 84.20
People's United Financial (PBCT) 0.02 10982 17.67
Caterpillar (CAT) 0.02 2327 107.43
Coca-Cola Company (KO) 0.02 4798 NEW 44.81
FedEx Corporation (FDX) 0.02 1194 NEW 216.92
Cisco Systems (CSCO) 0.02 7905 +3% 31.25
Nordstrom (JWN) 0.02 4250 47.76
TJX Companies (TJX) 0.02 3402 NEW 72.31
Visa (V) 0.02 2611 +2% 93.83
Dover Corporation (DOV) 0.02 2992 80.21
Unilever (UL) 0.02 4095 NEW 54.21
iShares Russell 3000 Index (IWV) 0.02 1525 144.26
Vanguard Dividend Appreciation ETF (VIG) 0.02 2369 92.87
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.02 2563 84.67
Boston Private Financial Holdings (BPFH) 0.01 10050 15.32
Lendingclub 0.01 15000 -75% 5.53
Fitbit 0.01 24473 -29% 5.31

Past 13F-HR SEC Filings by Bingham Osborn & Scarborough

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