Bingham Osborn & Scarborough, LLC

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

BINGHAM OSBORN & SCARBOROUGH portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
SPDR S&P; 500 ETF (SPY) 34.03 1.46M 235.74 246.83
Vanguard Europe Pacific ETF (VEA) 20.47 5.28M +3.00% 39.30 42.32
iShares Russell 1000 Index (IWB) 6.81 526188 131.25 137.34
Vanguard Information Technology ETF (VGT) 6.32 472118 135.63 148.28
PowerShares QQQ Trust, Series 1 (QQQQ) 5.69 435778 -2.00% 132.38 0.00
iShares S&P; 500 Index (IVV) 5.16 220220 -2.00% 237.27 248.55
Vanguard REIT ETF (VNQ) 2.49 305235 +4.00% 82.59 83.75
Amphenol Corporation (APH) 1.74 247242 -16.00% 71.17 75.57
iShares MSCI EAFE Index Fund (EFA) 1.46 237776 -2.00% 62.29 66.55
United Parcel Service (UPS) 1.07 100998 107.30 112.68
Procter & Gamble Company (PG) 1.00 112424 -14.00% 89.85 88.61
Ishares Core Msci Eafe Etf core msci eafe 0.92 160915 57.95 0.00
Vanguard FTSE All-World ex-US ETF (VEU) 0.77 163561 47.83 51.47
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.75 54967 -4.00% 138.46 152.60
Wells Fargo & Company (WFC) 0.69 125701 55.66 54.17
Amazon (AMZN) 0.60 6913 886.59 1025.67
Apple (AAPL) 0.59 41758 +2.00% 143.66 150.27
SPDR Gold Trust (GLD) 0.56 47778 +9.00% 118.72 119.26
iShares Gold Trust (IAU) 0.55 467128 12.01 12.06
Vanguard Total Stock Market ETF (VTI) 0.50 42058 -5.00% 121.33 126.95
iShares Russell 1000 Value Index (IWD) 0.43 38269 -2.00% 114.95 116.76
Charles Schwab Corporation (SCHW) 0.37 91668 40.81 42.15
Facebook Inc cl a 0.36 25815 -6.00% 142.05 0.00
Berkshire Hathaway (BRK.B) 0.32 19298 -4.00% 166.70 0.00
Technology SPDR (XLK) 0.29 54965 53.31 57.47
New America High Income Fund I 0.29 307684 9.43 0.00
Exxon Mobil Corporation (XOM) 0.26 32746 -2.00% 81.99 80.12
Chevron Corporation (CVX) 0.22 20646 -5.00% 107.38 103.25
Jazz Pharmaceuticals 0.22 15412 145.15 0.00
Adamas Pharmaceuticals 0.21 121830 +3.00% 17.50 0.00
Bank of America Corporation (BAC) 0.20 86495 23.59 23.80
General Electric Company (GE) 0.15 51316 +2.00% 29.80 25.91
salesforce (CRM) 0.15 18401 -6.00% 82.50 89.69
SPDR Dow Jones Industrial Average ETF (DIA) 0.14 7096 +5.00% 206.31 215.53
Kroger (KR) 0.13 46218 29.49 23.26
Berkshire Hathaway (BRK.A) 0.12 5 249800.00 0.00
Abbvie 0.12 19365 +6.00% 65.17 0.00
Accenture 0.11 9506 -18.00% 119.92 0.00
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.10 31400 +14.00% 31.46 33.48
Johnson & Johnson (JNJ) 0.09 7673 +5.00% 124.59 135.31
AT&T; (T) 0.09 21034 41.55 36.51
Oracle Corporation (ORCL) 0.09 19391 44.61 50.80
iShares Dow Jones US Utilities (IDU) 0.09 6736 128.41 133.56
iShares Barclays TIPS Bond Fund (TIP) 0.09 7691 +7.00% 114.68 113.58
Ishares Inc core msci emkt 0.09 19436 +6.00% 47.80 0.00
Microsoft Corporation (MSFT) 0.08 12310 +13.00% 65.88 73.79
E.I. du Pont de Nemours & Company (DD) 0.08 10271 +6.00% 80.32 84.54
J.M. Smucker Company (SJM) 0.08 5809 131.00 118.48
iShares Russell 1000 Growth Index (IWF) 0.08 6998 -4.00% 113.75 122.40
Vanguard Large-Cap ETF (VV) 0.08 7604 108.10 113.36
Utilities SPDR (XLU) 0.08 15732 51.30 53.29
Tesla Motors (TSLA) 0.08 3090 278.32 328.40
iShares MSCI EAFE Value Index (EFV) 0.08 15540 -6.00% 50.32 52.70
iShares Dow Jones US Technology (IYW) 0.08 5672 135.23 147.07
Willis Towers Watson 0.08 6379 130.90 0.00
Abbott Laboratories (ABT) 0.07 16071 +8.00% 44.43 50.84
International Business Machines (IBM) 0.07 4139 174.20 147.08
Pepsi (PEP) 0.07 6540 +4.00% 111.93 116.63
Alphabet Inc Class A cs 0.07 878 +2.00% 847.38 0.00
Alphabet Inc Class C cs 0.07 853 +4.00% 830.01 0.00
Walt Disney Company (DIS) 0.06 4933 +3.00% 113.32 107.09
Target Corporation (TGT) 0.06 10931 55.16 54.84
iShares Russell 2000 Index (IWM) 0.06 4433 -22.00% 137.60 142.55
JPMorgan Chase & Co. (JPM) 0.05 5278 +11.00% 87.91 90.89
Costco Wholesale Corporation (COST) 0.05 2870 +7.00% 167.60 150.44
Pfizer (PFE) 0.05 14272 +5.00% 34.19 33.48
Norfolk Southern (NSC) 0.05 4871 -2.00% 111.89 117.85
Bristol Myers Squibb (BMY) 0.05 9371 +18.00% 54.42 55.65
Ross Stores (ROST) 0.05 7644 65.93 54.31
Honeywell International (HON) 0.05 3872 124.74 136.35
iShares Russell 2000 Value Index (IWN) 0.05 3947 -7.00% 118.06 119.47
iShares Silver Trust (SLV) 0.05 26863 -4.00% 17.24 15.60
iShares Dow Jones Select Dividend (DVY) 0.05 5465 -43.00% 91.13 93.04
Rightside 0.05 45987 9.92 0.00
iShares MSCI Emerging Markets Indx (EEM) 0.04 9266 -2.00% 39.39 43.63
Home Depot (HD) 0.04 2440 -9.00% 146.72 146.65
3M Company (MMM) 0.04 1908 +31.00% 191.30 211.16
Kimberly-Clark Corporation (KMB) 0.04 2952 131.78 125.28
Intel Corporation (INTC) 0.04 12168 -6.00% 36.08 34.73
Verizon Communications (VZ) 0.04 8409 48.76 44.23
Emerson Electric (EMR) 0.04 5935 59.81 60.04
Amgen (AMGN) 0.04 2497 164.20 180.21
Colgate-Palmolive Company (CL) 0.04 5089 +5.00% 73.10 73.27
Merck & Co (MRK) 0.04 6208 -11.00% 63.47 62.63
Occidental Petroleum Corporation (OXY) 0.04 5610 63.28 60.03
iShares Lehman Aggregate Bond (AGG) 0.04 3812 -5.00% 108.60 109.92
iShares S&P; SmallCap 600 Index (IJR) 0.04 5560 +112.00% 69.24 71.25
CSX Corporation (CSX) 0.03 5636 46.49 51.68
McDonald's Corporation (MCD) 0.03 2089 +2.00% 129.73 153.92
Wal-Mart Stores (WMT) 0.03 3561 -3.00% 72.17 76.15
Cisco Systems (CSCO) 0.03 7654 -8.00% 33.84 31.84
Franklin Resources (BEN) 0.03 7888 42.09 46.67
Jacobs Engineering (JEC) 0.03 5600 55.36 52.30
Starbucks Corporation (SBUX) 0.03 5619 +3.00% 58.37 57.98
Vanguard Short-Term Bond ETF (BSV) 0.03 4105 +4.00% 79.66 79.99
iShares S&P; 100 Index (OEF) 0.03 3210 NEW 104.67 109.02
SPDR S&P; MidCap 400 ETF (MDY) 0.03 1076 NEW 312.27 322.95
Vanguard Emerging Markets ETF (VWO) 0.03 7688 -4.00% 39.67 42.60
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.03 2751 98.15 102.74
Lendingclub 0.03 60000 -25.00% 5.48 0.00
Vaneck Vectors Etf Tr nat res etf 0.03 8500 33.41 0.00
People's United Financial (PBCT) 0.02 10852 -31.00% 18.25 17.51
Caterpillar (CAT) 0.02 2297 92.73 106.59
Automatic Data Processing (ADP) 0.02 2192 NEW 102.19 104.58
Boeing Company (BA) 0.02 1289 NEW 176.88 212.14
Nordstrom (JWN) 0.02 4330 46.65 47.44
Schlumberger (SLB) 0.02 2746 +6.00% 77.93 66.53
Visa (V) 0.02 2539 NEW 89.01 99.60
Dover Corporation (DOV) 0.02 2992 80.21 82.87
Boston Private Financial Holdings (BPFH) 0.02 10048 16.42 15.15
Intevac (IVAC) 0.02 16498 -47.00% 12.49 11.35
iShares Russell 3000 Index (IWV) 0.02 1525 -2.00% 139.67 146.28
Vanguard Dividend Appreciation ETF (VIG) 0.02 2369 NEW 89.91 93.70
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.02 2563 84.67 84.58
Vanguard S&p 500 Etf idx fd 0.02 1068 NEW 216.29 0.00
Fitbit 0.02 34473 -22.00% 5.92 0.00