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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 28.57 1.22M -5% 251.23
Vanguard Europe Pacific ETF (VEA) 20.86 5.14M -3% 43.41
iShares S&P; 500 Index (IVV) 9.98 421626 +9% 252.93
iShares Russell 1000 Index (IWB) 6.70 511472 139.88
Vanguard Information Technology ETF (VGT) 6.28 441741 -3% 151.99
PowerShares QQQ Trust, Series 1 (QQQQ) 5.35 393340 -5% 145.45
Vanguard REIT ETF (VNQ) 2.45 314930 83.09
Amphenol Corporation (APH) 1.96 247316 84.64
iShares MSCI EAFE Index Fund (EFA) 1.43 223629 -2% 68.48
United Parcel Service (UPS) 1.16 103051 120.09
Procter & Gamble Company (PG) 0.96 112705 90.98
Ishares Core Msci Eafe Etf core msci eafe 0.93 155276 -2% 64.17
Vanguard FTSE All-World ex-US ETF (VEU) 0.77 155397 -2% 52.71
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.75 51787 -4% 155.29
Apple (AAPL) 0.73 50899 +10% 154.13
SPDR Gold Trust (GLD) 0.67 59266 +8% 121.59
Wells Fargo & Company (WFC) 0.65 125075 55.15
Amazon (AMZN) 0.63 6962 961.36
iShares Gold Trust (IAU) 0.53 456543 12.31
Vanguard Total Stock Market ETF (VTI) 0.49 40572 -3% 129.52
Facebook Inc cl a 0.48 30078 +7% 170.86
Charles Schwab Corporation (SCHW) 0.38 93024 43.74
iShares Russell 1000 Value Index (IWD) 0.38 34010 -9% 118.52
Berkshire Hathaway (BRK.B) 0.33 19428 183.34
New America High Income Fund I 0.29 308347 9.94
Technology SPDR (XLK) 0.27 49185 -2% 59.10
Adamas Pharmaceuticals 0.24 121830 21.17
Exxon Mobil Corporation (XOM) 0.22 29097 -5% 81.97
Bank of America Corporation (BAC) 0.21 89346 +2% 25.34
salesforce (CRM) 0.21 24056 93.41
Jazz Pharmaceuticals 0.21 15412 146.25
Chevron Corporation (CVX) 0.20 18454 117.48
Abbvie 0.18 21068 88.86
SPDR Dow Jones Industrial Average ETF (DIA) 0.14 6652 223.84
Berkshire Hathaway (BRK.A) 0.13 5 274800.00
Microsoft Corporation (MSFT) 0.11 15872 +40% 74.47
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.11 34150 33.76
Johnson & Johnson (JNJ) 0.10 8530 +11% 130.01
Tesla Motors (TSLA) 0.10 3124 341.23
Alphabet Inc Class A cs 0.10 1055 973.46
Alphabet Inc Class C cs 0.10 1127 -4% 959.18
Kroger (KR) 0.09 46282 20.05
Accenture 0.09 7493 -12% 135.06
Oracle Corporation (ORCL) 0.09 19180 48.33
Utilities SPDR (XLU) 0.09 17232 53.04
Willis Towers Watson 0.09 6397 154.29
Abbott Laboratories (ABT) 0.08 15176 53.37
AT&T; (T) 0.08 22358 -33% 39.18
Starbucks Corporation (SBUX) 0.08 15272 +55% 53.69
iShares Russell 1000 Growth Index (IWF) 0.08 6891 -5% 125.09
Vanguard Large-Cap ETF (VV) 0.08 7604 115.47
iShares Dow Jones US Utilities (IDU) 0.08 6736 132.87
iShares Barclays TIPS Bond Fund (TIP) 0.08 7343 113.58
iShares Dow Jones US Technology (IYW) 0.08 5604 149.89
Dowdupont Inc 0.08 12238 NEW 69.21
JPMorgan Chase & Co. (JPM) 0.07 7676 +45% 95.49
General Electric Company (GE) 0.07 32736 -24% 24.19
Pepsi (PEP) 0.07 6572 111.38
J.M. Smucker Company (SJM) 0.07 6831 -11% 104.96
iShares MSCI EAFE Value Index (EFV) 0.07 14608 -3% 54.63
Ishares Inc core msci emkt 0.07 14811 -20% 54.01
Mulesoft Inc cl a 0.07 38697 NEW 20.13
iShares Russell 2000 Index (IWM) 0.06 4255 -3% 148.30
Costco Wholesale Corporation (COST) 0.05 3223 -5% 164.13
Pfizer (PFE) 0.05 14129 +5% 35.67
Walt Disney Company (DIS) 0.05 5283 +2% 98.62
Bristol Myers Squibb (BMY) 0.05 8376 63.75
Automatic Data Processing (ADP) 0.05 4872 109.40
Intel Corporation (INTC) 0.05 13022 +5% 38.09
Ross Stores (ROST) 0.05 8328 +8% 64.60
Honeywell International (HON) 0.05 3852 141.74
International Business Machines (IBM) 0.05 3407 -8% 145.00
iShares Dow Jones Select Dividend (DVY) 0.05 5183 93.58
iShares S&P; SmallCap 600 Index (IJR) 0.05 7157 +15% 74.19
Square Inc cl a 0.05 16868 NEW 28.81
iShares MSCI Emerging Markets Indx (EEM) 0.04 8420 -5% 44.77
FedEx Corporation (FDX) 0.04 1689 +41% 225.58
Home Depot (HD) 0.04 2399 163.40
3M Company (MMM) 0.04 2152 +19% 210.04
Verizon Communications (VZ) 0.04 8298 +3% 49.53
Amgen (AMGN) 0.04 2504 186.50
Merck & Co (MRK) 0.04 6360 +2% 63.99
Target Corporation (TGT) 0.04 7011 59.05
iShares Lehman Aggregate Bond (AGG) 0.04 3812 109.65
iShares Russell 2000 Value Index (IWN) 0.04 3846 124.02
iShares Silver Trust (SLV) 0.04 26863 15.75
Caterpillar (CAT) 0.03 2223 -4% 124.61
CSX Corporation (CSX) 0.03 5651 54.33
McDonald's Corporation (MCD) 0.03 2096 156.49
Wal-Mart Stores (WMT) 0.03 3666 78.01
Cisco Systems (CSCO) 0.03 8446 +6% 33.63
Franklin Resources (BEN) 0.03 7888 44.50
Kimberly-Clark Corporation (KMB) 0.03 2984 117.63
Boeing Company (BA) 0.03 1276 -3% 253.92
Emerson Electric (EMR) 0.03 5904 62.84
Colgate-Palmolive Company (CL) 0.03 4586 72.83
Occidental Petroleum Corporation (OXY) 0.03 5598 64.13
Dover Corporation (DOV) 0.03 3010 91.36
Vanguard Short-Term Bond ETF (BSV) 0.03 3980 79.90
iShares S&P; 100 Index (OEF) 0.03 3210 111.21
SPDR S&P; MidCap 400 ETF (MDY) 0.03 1076 326.21
Vanguard Emerging Markets ETF (VWO) 0.03 7297 43.58
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.03 2691 104.42
Vanguard S&p 500 Etf idx fd 0.03 1516 230.87
Spdr Ser Tr sp500 fosl etf 0.03 5159 60.86
Vaneck Vectors Etf Tr nat res etf 0.03 8500 35.53
American Express Company (AXP) 0.02 2429 90.57
People's United Financial (PBCT) 0.02 10982 18.12
Coca-Cola Company (KO) 0.02 5033 +4% 45.10
Curtiss-Wright (CW) 0.02 2123 NEW 104.57
Nordstrom (JWN) 0.02 4290 47.09
Schlumberger (SLB) 0.02 2936 NEW 69.82
Visa (V) 0.02 2483 -4% 105.11
Boston Private Financial Holdings (BPFH) 0.02 10052 16.51
Unilever (UL) 0.02 4095 57.88
iShares Russell 3000 Index (IWV) 0.02 1525 149.51
ONEOK (OKE) 0.02 4153 NEW 55.38
SPDR S&P; Biotech (XBI) 0.02 2500 NEW 86.40
Vanguard Dividend Appreciation ETF (VIG) 0.02 2424 +2% 94.88
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.02 2563 84.28
Fitbit 0.02 24473 6.95
Lendingclub 0.01 15000 6.07

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

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