Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Bingham Osborn & Scarborough Llc telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama Bingham Osborn & Scarborough Llc adalah Amazon.com, Inc. (US:AMZN) , iShares Gold Trust (US:IAU) , Medtronic plc (US:MDT) , Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) , and Vanguard Index Funds - Vanguard Growth ETF (US:VUG) .

Bingham Osborn & Scarborough Llc - Nilai Portofolio
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -19.7727
0.00 0.00 -15.4129
0.00 0.00 -12.3189
0.00 0.00 -8.9553
0.00 0.00 -6.0202
0.00 0.00 -5.9223
0.00 0.00 -4.7172
0.00 0.00 -4.0250
0.00 0.00 -2.2348
0.00 0.00 -1.4695
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2022-01-05 untuk periode pelaporan 2021-12-31. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)
Nilai
($MM)
Portpolyo
(%)
ΔPortofolio
(%)
AMZN / Amazon.com, Inc. 0.00 -100.00 -0.2050
IAU / iShares Gold Trust 0.00 -100.00 -1.4695
MDT / Medtronic plc 0.00 -100.00 -0.0167
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -100.00 -0.0361
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 -0.0364
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -100.00 -0.0160
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -100.00 -0.6634
IDV / iShares Trust - iShares International Select Dividend ETF 0.00 -100.00 -0.1710
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -100.00 -0.0269
ZTS / Zoetis Inc. 0.00 -100.00 -0.0195
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -100.00 -0.0836
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 -100.00 -0.0191
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.00 -100.00 -1.1748
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.00 -100.00 -0.0156
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.00 -100.00 -0.0165
IDU / iShares Trust - iShares U.S. Utilities ETF 0.00 -100.00 -0.0748
DIS / The Walt Disney Company 0.00 -100.00 -0.0497
DLHC / DLH Holdings Corp. 0.00 -100.00 -0.1110
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 -0.0223
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 0.00 -100.00 -0.0280
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.00 -100.00 -0.0165
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 -100.00 -2.2348
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 -100.00 -0.0943
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.00 -100.00 -0.0593
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund 0.00 -100.00 -0.0290
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -100.00 -0.0151
N/A / N/A (000000000) 0.00 0.0000
KO / The Coca-Cola Company 0.00 -100.00 -0.0374
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 -0.0718
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -100.00 -0.1157
BRK.A / Berkshire Hathaway Inc. 0.00 -100.00 -0.1447
MMM / 3M Company 0.00 -100.00 -0.0245
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -100.00 -0.0924
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 -0.0494
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 -0.0428
V / Visa Inc. 0.00 -100.00 -0.0747
U / Unity Software Inc. 0.00 -100.00 -0.2251
SLV / iShares Silver Trust 0.00 -100.00 -0.0276
GLD / SPDR Gold Trust 0.00 -100.00 -1.3298
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 -4.7172
SPY / SPDR S&P 500 ETF 0.00 -100.00 -19.7727
MKC / McCormick & Company, Incorporated 0.00 -100.00 -0.0210
ACN / Accenture plc 0.00 -100.00 -0.0239
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -100.00 -0.0340
DHR / Danaher Corporation 0.00 -100.00 -0.0530
CRM / Salesforce, Inc. 0.00 -100.00 -0.0273
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 -100.00 -0.0185
CNI / Canadian National Railway Company 0.00 -100.00 -0.0246
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -100.00 -0.0552
GOOGL / Alphabet Inc. 0.00 -100.00 -0.1157
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -100.00 -0.8888
LOW / Lowe's Companies, Inc. 0.00 -100.00 -0.0163
CMCSA / Comcast Corporation 0.00 -100.00 -0.0271
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 -0.2099
ORCL / Oracle Corporation 0.00 -100.00 -0.0444
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 -100.00 -12.3189
MCD / McDonald's Corporation 0.00 -100.00 -0.0350
UNH / UnitedHealth Group Incorporated 0.00 -100.00 -0.0409
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -100.00 -15.4129
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -100.00 -0.0318
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.00 -100.00 -0.0173
NVDA / NVIDIA Corporation 0.00 -100.00 -0.0421
INTC / Intel Corporation 0.00 -100.00 -0.0420
COST / Costco Wholesale Corporation 0.00 -100.00 -0.1092
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 -4.0250
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 -100.00 -6.0202
AXP / American Express Company 0.00 -100.00 -0.0365
SCHW / The Charles Schwab Corporation 0.00 -100.00 -0.0879
ADI / Analog Devices, Inc. 0.00 -100.00 -0.0246
MA / Mastercard Incorporated 0.00 -100.00 -0.0355
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -100.00 -0.0282
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.00 -100.00 -0.1181
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -100.00 -5.9223
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund 0.00 -100.00 -0.0170
UPS / United Parcel Service, Inc. 0.00 -100.00 -0.6797
KMB / Kimberly-Clark Corporation 0.00 -100.00 -0.0210
NEE / NextEra Energy, Inc. 0.00 -100.00 -0.0375
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.00 -100.00 -0.5926
TGT / Target Corporation 0.00 -100.00 -0.0639
BDX / Becton, Dickinson and Company 0.00 -100.00 -0.0231
VZ / Verizon Communications Inc. 0.00 -100.00 -0.0412
INTU / Intuit Inc. 0.00 -100.00 -0.0142
NFLX / Netflix, Inc. 0.00 -100.00 -0.0188
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 -0.0203
MRK / Merck & Co., Inc. 0.00 -100.00 -0.0388
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF 0.00 -100.00 -0.0329
DTN / WisdomTree Trust - WisdomTree U.S. Dividend Ex-Financials Fund 0.00 -100.00 -0.0260
CW / Curtiss-Wright Corporation 0.00 -100.00 -0.0148
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -100.00 -0.2605
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.00 -100.00 -0.1139
ACES / ALPS ETF Trust - ALPS Clean Energy ETF 0.00 -100.00 -0.0159
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.00 -100.00 -0.0338
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 -0.9469
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.00 -100.00 -0.2410
FRC / First Republic Bank 0.00 -100.00 -0.1747
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 -1.0379
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.00 -100.00 -0.0292
HYB / The New America High Income Fund Inc. 0.00 -100.00 -0.0160
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.00 -100.00 -0.1945
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -100.00 -0.5412
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.00 -100.00 -0.0450
OEF / iShares Trust - iShares S&P 100 ETF 0.00 -100.00 -0.0338
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 -100.00 -0.0640
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 -0.1883
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 -100.00 -0.0707
IGM / iShares Trust - iShares Expanded Tech Sector ETF 0.00 -100.00 -0.8165
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.00 -100.00 -0.0412
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF 0.00 -100.00 -0.0967
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.00 -100.00 -0.0578
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.00 -100.00 -0.1668
ECL / Ecolab Inc. 0.00 -100.00 -0.0206
GILD / Gilead Sciences, Inc. 0.00 -100.00 -0.0141
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -100.00 -0.5798
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -100.00 -8.9553
CMG / Chipotle Mexican Grill, Inc. 0.00 -100.00 -0.0263
C.WSA / Citigroup, Inc. 0.00 -100.00 -0.0182
JNJ / Johnson & Johnson 0.00 -100.00 -0.1456
EFX / Equifax Inc. 0.00 -100.00 -0.0157
PYPL / PayPal Holdings, Inc. 0.00 -100.00 -0.1259
ADBE / Adobe Inc. 0.00 -100.00 -0.0310
CVX / Chevron Corporation 0.00 -100.00 -0.0208
AMT / American Tower Corporation 0.00 -100.00 -0.0148
PTGX / Protagonist Therapeutics, Inc. 0.00 -100.00 -0.0145
BMY / Bristol-Myers Squibb Company 0.00 -100.00 -0.0294
IBM / International Business Machines Corporation 0.00 -100.00 -0.0250
CDLX / Cardlytics, Inc. 0.00 -100.00 -0.0195
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note 0.00 -100.00 -0.1139
AMAT / Applied Materials, Inc. 0.00 -100.00 -0.0472
LLY / Eli Lilly and Company 0.00 -100.00 -0.0395
MSFT / Microsoft Corporation 0.00 -100.00 -0.4919
TXN / Texas Instruments Incorporated 0.00 -100.00 -0.0418
CNC / Centene Corporation 0.00 -100.00 -0.1873
UNP / Union Pacific Corporation 0.00 -100.00 -0.0301
PEP / PepsiCo, Inc. 0.00 -100.00 -0.0285
AAPL / Apple Inc. 0.00 -100.00 -1.0213
BA / The Boeing Company 0.00 -100.00 -0.0443
HD / The Home Depot, Inc. 0.00 -100.00 -0.0485
GOOGL / Alphabet Inc. 0.00 -100.00 -0.1461
PG / The Procter & Gamble Company 0.00 -100.00 -0.0661
BAC.PRB / Bank of America Corporation - Preferred Stock 0.00 -100.00 -0.0341
META / Meta Platforms, Inc. 0.00 -100.00 -0.0998
QCOM / QUALCOMM Incorporated 0.00 -100.00 -0.0158
WMT / Walmart Inc. 0.00 -100.00 -0.0349
T / AT&T Inc. 0.00 -100.00 -0.0315
IDXX / IDEXX Laboratories, Inc. 0.00 -100.00 -0.0389
AMGN / Amgen Inc. 0.00 -100.00 -0.1054
CNNE / Cannae Holdings, Inc. 0.00 -100.00 -0.0219
MELI / MercadoLibre, Inc. 0.00 -100.00 -0.0149
HON / Honeywell International Inc. 0.00 -100.00 -0.0176
PFE / Pfizer Inc. 0.00 -100.00 -0.0277
TSLA / Tesla, Inc. 0.00 -100.00 -0.8261
ADP / Automatic Data Processing, Inc. 0.00 -100.00 -0.0374
CAT / Caterpillar Inc. 0.00 -100.00 -0.0182
CSCO / Cisco Systems, Inc. 0.00 -100.00 -0.0421
XOM / Exxon Mobil Corporation 0.00 -100.00 -0.0247
GGB / Gerdau S.A. - Depositary Receipt (Common Stock) 0.00 -100.00 -0.0041
ABBV / AbbVie Inc. 0.00 -100.00 -0.0422
ABT / Abbott Laboratories 0.00 -100.00 -0.0329