- New Purchases: EFAX, VSGX, EEMX, ESGV, BDX, CMCSA, NULV, ADBE, QUAL, ZTS, TSM, CRM, QCOM, NKE, MDT, MMP, GDDY, FMBI, CVS, CMG, CNI, BLK, AVUV, ACES, LOW, ICLN, EFX, AMT,
- Added Positions: IEMG, TIP, BRK.B, PYPL, COST, AMZN, MSFT, TSLA, SPYX, HD, BAC, AAPL, INTC, SCHF, HON, SCHW, MRK, EFV, JNJ, TGT, JPM, MCD, FB, DHR, ADI, WFC, ABBV, V, VZ, GOOGL, GOOG, AXP, AMGN, TXN, VWO, UNH, CSCO, UNP, DIS, IBM, ORCL, NVDA, PEP, PFE, TMO, VTEB, VIG, XOM, ABT, ACN, BABA, AMAT, T, ADP, CAT, KO, ECL, NEE, FRC, GE, GS, ITW, MMM, SLV, KMB, MA, HYB,
- Reduced Positions: SPY, IAU, VGT, IVV, QQQ, GLD, IWB, IEFA, IJR, IGM, EFA, UPS, SPTS, VTI, PTGX, SCHB, LLY, MDY, NFLX, BA, IWM, IDXX,
- Sold Out: DOV,
For the details of BINGHAM OSBORN & SCARBOROUGH LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bingham+osborn+%26+scarborough+llc/current-portfolio/portfolio
These are the top 5 holdings of BINGHAM OSBORN & SCARBOROUGH LLC- S&P 500 ETF TRUST ETF (SPY) - 664,179 shares, 20.09% of the total portfolio. Shares reduced by 1.59%
- iShares Core S&P 500 ETF (IVV) - 525,499 shares, 15.96% of the total portfolio. Shares reduced by 1.03%
- Vanguard FTSE Developed Markets ETF (VEA) - 3,445,565 shares, 12.54% of the total portfolio. Shares reduced by 0.36%
- iShares Russell 1000 ETF (IWB) - 529,862 shares, 9.06% of the total portfolio. Shares reduced by 1.1%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 1,168,067 shares, 6.18% of the total portfolio. Shares reduced by 1.13%
Bingham Osborn & Scarborough Llc initiated holding in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF. The purchase prices were between $79.24 and $86.14, with an estimated average price of $83.31. The stock is now traded at around $84.761200. The impact to a portfolio due to this purchase was 0.12%. The holding were 19,589 shares as of 2021-06-30.
New Purchase: Vanguard ESG International Stock ETF (VSGX)Bingham Osborn & Scarborough Llc initiated holding in Vanguard ESG International Stock ETF. The purchase prices were between $60.9 and $65.28, with an estimated average price of $63.4. The stock is now traded at around $63.660000. The impact to a portfolio due to this purchase was 0.09%. The holding were 20,553 shares as of 2021-06-30.
New Purchase: SPDR MSCI Emerging Markets Fossil Fuel Reserves Fr (EEMX)Bingham Osborn & Scarborough Llc initiated holding in SPDR MSCI Emerging Markets Fossil Fuel Reserves Fr. The purchase prices were between $77.14 and $83.16, with an estimated average price of $80.71. The stock is now traded at around $77.316500. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,195 shares as of 2021-06-30.
New Purchase: Vanguard ESG U.S. Stock ETF (ESGV)Bingham Osborn & Scarborough Llc initiated holding in Vanguard ESG U.S. Stock ETF. The purchase prices were between $73.58 and $80.04, with an estimated average price of $77.36. The stock is now traded at around $81.720000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,714 shares as of 2021-06-30.
New Purchase: Comcast Corp (CMCSA)Bingham Osborn & Scarborough Llc initiated holding in Comcast Corp. The purchase prices were between $53.3 and $58.68, with an estimated average price of $55.89. The stock is now traded at around $58.470000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,229 shares as of 2021-06-30.
New Purchase: Adobe Inc (ADBE)Bingham Osborn & Scarborough Llc initiated holding in Adobe Inc. The purchase prices were between $472.09 and $590.75, with an estimated average price of $514.21. The stock is now traded at around $618.750000. The impact to a portfolio due to this purchase was 0.03%. The holding were 642 shares as of 2021-06-30.
Added: Berkshire Hathaway Inc (BRK.B)Bingham Osborn & Scarborough Llc added to a holding in Berkshire Hathaway Inc by 30.39%. The purchase prices were between $255.47 and $292.52, with an estimated average price of $278.9. The stock is now traded at around $278.140000. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,487 shares as of 2021-06-30.
Added: Costco Wholesale Corp (COST)Bingham Osborn & Scarborough Llc added to a holding in Costco Wholesale Corp by 56.46%. The purchase prices were between $352.48 and $398.79, with an estimated average price of $377.4. The stock is now traded at around $428.920000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,098 shares as of 2021-06-30.
Added: PayPal Holdings Inc (PYPL)Bingham Osborn & Scarborough Llc added to a holding in PayPal Holdings Inc by 23.47%. The purchase prices were between $239.91 and $293.65, with an estimated average price of $263.49. The stock is now traded at around $270.990000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,828 shares as of 2021-06-30.
Added: Bank of America Corp (BAC)Bingham Osborn & Scarborough Llc added to a holding in Bank of America Corp by 104.58%. The purchase prices were between $38.08 and $43.27, with an estimated average price of $40.96. The stock is now traded at around $37.960000. The impact to a portfolio due to this purchase was 0.02%. The holding were 12,770 shares as of 2021-06-30.
Added: The Home Depot Inc (HD)Bingham Osborn & Scarborough Llc added to a holding in The Home Depot Inc by 43.69%. The purchase prices were between $302.61 and $341.12, with an estimated average price of $317.73. The stock is now traded at around $327.220000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,253 shares as of 2021-06-30.
Added: Union Pacific Corp (UNP)Bingham Osborn & Scarborough Llc added to a holding in Union Pacific Corp by 22.53%. The purchase prices were between $214.81 and $229.48, with an estimated average price of $222.64. The stock is now traded at around $217.520000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,877 shares as of 2021-06-30.
Sold Out: Dover Corp (DOV)Bingham Osborn & Scarborough Llc sold out a holding in Dover Corp. The sale prices were between $137.13 and $153.45, with an estimated average price of $147.28.
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