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BINGHAM OSBORN & SCARBOROUGH LLC13F | |
| BINGHAM OSBORN & SCARBOROUGH LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
| Portfolio Report | |
BINGHAM OSBORN & SCARBOROUGH L... Top Holdings of 2021-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIA | SPDR Dow Jones Industrial Average ETF | 0 | 0.000 | Sold Out | 0.000 | -0.09% | 0.000 | +9.00% | +11.88% | 35771.439 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 0 | 0.000 | Sold Out | 0.000 | -0.02% | 0.000 | -2.08% | -1.09% | 118307.233 | ||
DLS | WisdomTree International SmallCap Dividend Fund | 0 | 0.000 | Sold Out | 0.000 | -0.03% | 0.000 | +5.18% | +2.08% | 947.497 | ||
DTD | WisdomTree U.S. Total Dividend Fund | 0 | 0.000 | Sold Out | 0.000 | -0.02% | 0.000 | +9.54% | +17.31% | 1338.863 | ||
DTN | WisdomTree U.S. Dividend Ex-Financials Fund | 0 | 0.000 | Sold Out | 0.000 | -0.03% | 0.000 | +3.38% | +13.91% | 0.000 | ||
DVY | iShares Select Dividend ETF | 0 | 0.000 | Sold Out | 0.000 | -0.05% | 0.000 | +8.38% | +14.60% | 20029.205 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 0 | 0.000 | Sold Out | 0.000 | -0.89% | 0.000 | +9.25% | +5.05% | 7182.902 | ||
IYW | iShares U.S. Technology ETF | 0 | 0.000 | Sold Out | 0.000 | -0.06% | 0.000 | +14.89% | +24.78% | 18850.367 | ||
MDY | S&P MidCap 400 ETF | 0 | 0.000 | Sold Out | 0.000 | -0.03% | 0.000 | +9.49% | +13.04% | 23369.688 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0.000 | Sold Out | 0.000 | -6.02% | 0.000 | +6.53% | +6.14% | 122882.765 |
BINGHAM OSBORN & SCARBOROUGH LLC's Historical Top Holdings Breakdowns
BINGHAM OSBORN & SCARBOROUGH LLC Total Holding History ($B)
BINGHAM OSBORN & SCARBOROUGH LLC's Asset Allocation
BINGHAM OSBORN & SCARBOROUGH LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BINGHAM OSBORN & SCARBOROUGH LLC's Hypothetical Growth since 2021-12-31
BINGHAM OSBORN & SCARBOROUGH LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BINGHAM OSBORN & SCARBOROUGH LLC News
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