Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BINGHAM OSBORN & SCARBOROUGH LLC (CIK 1276673) reported $1.42B across 157 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: SPY ($281.0M, 19.77%), IVV ($219.1M, 15.41%), VEA ($175.1M, 12.32%), IWB ($127.3M, 8.96%), IEFA ($85.6M, 6.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $281.0M | 19.77% | 652,698 | Trimmed |
| 2 | IVV | ISHARES TR | $219.1M | 15.41% | 508,484 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED INTL FD | $175.1M | 12.32% | 3.5M | Added |
| 4 | IWB | ISHARES TR | $127.3M | 8.96% | 526,595 | Trimmed |
| 5 | IEFA | ISHARES TR | $85.6M | 6.02% | 1.2M | Trimmed |
| 6 | VGT | VANGUARD WORLD FDS | $84.2M | 5.92% | 209,758 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $67.0M | 4.72% | 187,084 | Trimmed |
| 8 | IJR | ISHARES TR | $57.2M | 4.03% | 523,933 | Trimmed |
| 9 | IEMG | ISHARES INC | $31.8M | 2.23% | 514,291 | Added |
| 10 | IAU | ISHARES GOLD TR | $20.9M | 1.47% | 625,140 | Added |
| 11 | GLD | SPDR GOLD TR | $18.9M | 1.33% | 115,093 | Trimmed |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $16.7M | 1.17% | 376,074 | New |
| 13 | TIP | ISHARES TR | $14.8M | 1.04% | 115,530 | Added |
| 14 | AAPL | APPLE INC | $14.5M | 1.02% | 102,586 | Trimmed |
| 15 | EFA | ISHARES TR | $13.5M | 0.95% | 172,520 | Trimmed |
| 16 | IJS | ISHARES TR | $12.6M | 0.89% | 125,486 | Trimmed |
| 17 | TSLA | TESLA INC | $11.7M | 0.83% | 15,140 | Trimmed |
| 18 | IGM | ISHARES TR | $11.6M | 0.82% | 28,750 | Trimmed |
| 19 | UPS | UNITED PARCEL SERVICE INC | $9.7M | 0.68% | 53,051 | Added |
| 20 | VNQ | VANGUARD INDEX FDS | $9.4M | 0.66% | 92,638 | Trimmed |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | $8.4M | 0.59% | 138,181 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $8.2M | 0.58% | 37,110 | Trimmed |
| 23 | IWD | ISHARES TR | $7.7M | 0.54% | 49,146 | Added |
| 24 | MSFT | MICROSOFT CORP | $7.0M | 0.49% | 24,798 | Trimmed |
| 25 | IVE | ISHARES TR | $3.7M | 0.26% | 25,466 | Added |
Source: SEC Form 13F filings · as of 2021-09-30