BSW Wealth Partners

Latest statistics and disclosures from BSW Wealth Partners's latest quarterly 13F-HR filing:

Portfolio Holdings for BSW Wealth Partners

Companies in the BSW Wealth Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P 500 Index (IVV) 22.58 210.49k +5% 258.40
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.66 369.84k +6% 49.89
Spdr S&p 500 Etf (SPY) 6.45 60.25k -2% 257.74
iShares S&P MidCap 400 Index (IJH) 4.18 70.01k +18% 143.86
iShares MSCI EAFE Index Fund (EFA) 4.16 187.31k -14% 53.46
Jp Morgan Exchange Traded Fd fund (JAGG) 4.11 366.13k -5% 27.00
Vanguard Europe Pacific ETF (VEA) 3.51 253.81k -14% 33.34
Ishares Inc core msci emkt (IEMG) 3.45 205.05k 40.47
iShares Russell 2000 Index (IWM) 2.92 61.53k +39% 114.47
Ishares Tr msci lw crb tg (CRBN) 2.66 62.60k +20% 102.27
J P Morgan Exchange Traded F ultra shrt (JPST) 2.37 115.11k +5% 49.67
iShares Gold Trust (IAU) 2.31 369.38k -14% 15.07
Vanguard S&p 500 Etf idx (VOO) 1.59 16.18k -2% 236.82
Nushares Etf Tr a (NUSC) 1.57 175.47k +80% 21.60
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.48 72.88k -38% 48.91
iShares MSCI Emerging Markets Indx (EEM) 1.40 98.99k 34.13
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 1.40 67.43k -42% 49.99
Apple (AAPL) 1.39 13.12k -3% 254.31
Procter & Gamble Company (PG) 1.28 28.10k +30% 110.01
Vanguard Emerging Markets ETF (VWO) 1.26 90.71k -21% 33.55
WisdomTree SmallCap Earnings Fund (EES) 1.02 109.89k NEW 22.33
Schwab International Equity ETF (SCHF) 0.99 91.92k -6% 25.84
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.96 21.69k +163% 106.30
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.95 20.30k +196% 113.03
Ishares Tr msci eafe esg (ESGD) 0.93 42.04k -25% 53.16
iShares MSCI ACWI Index Fund (ACWI) 0.86 33.30k -22% 62.56
Coca-Cola Company (KO) 0.83 45.28k +51% 44.26
Microsoft Corporation (MSFT) 0.63 9.67k +4% 157.76
Walt Disney Company (DIS) 0.58 14.49k +20% 96.61
Pepsi (PEP) 0.50 10.11k +72% 120.14
JPMorgan Chase & Co. (JPM) 0.42 11.36k 90.00
Amazon (AMZN) 0.40 499 +10% 1949.90
Schwab Emerging Markets Equity ETF (SCHE) 0.40 46.53k -8% 20.70
Schwab U S Broad Market ETF (SCHB) 0.38 14.98k -7% 60.43
Linde (LIN) 0.37 5.21k 172.94
Piedmont Office Realty Trust (PDM) 0.37 50.00k 17.66
Vanguard Small-Cap Value ETF (VBR) 0.34 9.33k NEW 88.84
Alphabet Inc Class C cs (GOOG) 0.34 707 +14% 1162.66
Eli Lilly & Co. (LLY) 0.34 5.84k 138.75
Vanguard Malvern Fds strm infproidx (VTIP) 0.32 15.85k -8% 48.71
Berkshire Hathaway (BRK.B) 0.32 4.19k 182.77
Vanguard Mid-Cap ETF (VO) 0.30 5.44k 131.73
SPDR Gold Trust (GLD) 0.26 4.23k -6% 148.10
Merck & Co (MRK) 0.26 8.10k +10% 76.96
Pfizer (PFE) 0.26 19.02k +44% 32.65
Schwab Strategic Tr us aggregate b (SCHZ) 0.24 10.85k -2% 54.27
Travelers Companies (TRV) 0.24 5.83k -30% 99.38
V.F. Corporation (VFC) 0.24 10.47k 54.06
Abbvie (ABBV) 0.23 7.15k +23% 76.20
Abbott Laboratories (ABT) 0.22 6.58k +44% 78.92
Amgen (AMGN) 0.21 2.49k 202.73
Danaher Corporation (DHR) 0.21 3.57k 138.54
Invesco Qqq Trust Series 1 (QQQ) 0.19 2.45k +2% 190.38
Vanguard Total World Stock Idx (VT) 0.19 7.18k +54% 62.84
Exxon Mobil Corporation (XOM) 0.18 11.73k 37.95
Visa (V) 0.18 2.76k +8% 161.10
Bristol Myers Squibb (BMY) 0.18 7.93k 55.71
NVIDIA Corporation (NVDA) 0.18 1.66k +4% 263.38
iShares Lehman Aggregate Bond (AGG) 0.18 3.76k 115.30
Redfin Corp (RDFN) 0.18 27.76k NEW 15.42
iShares MSCI EAFE Growth Index (EFG) 0.17 5.87k +2% 71.16
International Business Machines (IBM) 0.17 3.75k -6% 110.84
Intuit (INTU) 0.17 1.79k -4% 229.99
Citigroup (C) 0.17 9.55k 42.10
W.W. Grainger (GWW) 0.16 1.59k 248.27
Vanguard Large-Cap ETF (VV) 0.16 3.25k 118.46
Intel Corporation (INTC) 0.16 7.02k +16% 54.14
Chevron Corporation (CVX) 0.16 5.19k +12% 72.42
Alphabet Inc Class A cs (GOOGL) 0.15 310 +4% 1161.29
Honeywell International (HON) 0.15 2.67k +11% 133.83
Home Depot (HD) 0.15 1.89k +5% 186.91
Agilent Technologies Inc C ommon (A) 0.14 4.73k +2% 71.52
Dell Technologies (DELL) 0.14 8.35k 39.53
Costco Wholesale Corporation (COST) 0.14 1.14k +4% 284.96
McDonald's Corporation (MCD) 0.13 1.95k NEW 165.47
Vanguard Total Stock Market ETF (VTI) 0.13 2.48k 128.93
Facebook Inc cl a (FB) 0.13 1.90k +2% 166.58
Johnson & Johnson (JNJ) 0.13 2.37k -10% 131.06
Columbia Banking System (COLB) 0.13 11.61k 26.78
iShares S&P SmallCap 600 Index (IJR) 0.13 5.46k +91% 56.07
Cisco Systems (CSCO) 0.12 7.63k +10% 39.33
Comcast Corporation (CMCSA) 0.12 8.43k +12% 34.42
Energy Select Sector SPDR (XLE) 0.12 9.94k NEW 29.08
BP (BP) 0.12 11.77k NEW 24.39
Verizon Communications (VZ) 0.12 5.34k +6% 53.79
Schwab Strategic Tr us lrg cap etf (SCHX) 0.12 4.53k +3% 61.34
Allstate Corporation (ALL) 0.12 3.03k +49% 91.72
Berkshire Hathaway (BRK.A) 0.11 1 NEW 272000.00
Colgate-Palmolive Company (CL) 0.11 4.07k 66.39
Union Pacific Corporation (UNP) 0.11 1.89k NEW 140.97
PNC Financial Services (PNC) 0.11 2.74k 95.62
Oracle Corporation (ORCL) 0.11 5.38k 48.34
Alibaba Group Holding Ltd Spon (BABA) 0.11 1.33k +13% 194.15
UnitedHealth (UNH) 0.11 1.03k +13% 249.28
CVS Caremark Corporation (CVS) 0.11 4.34k NEW 59.41
Wal-Mart Stores (WMT) 0.10 2.13k +21% 113.61
Illinois Tool Works (ITW) 0.10 1.68k 141.92
Sch Us Mid-cap Etf etf (SCHM) 0.10 5.62k -8% 42.13
Bank of America Corporation (BAC) 0.10 11.13k NEW 21.20
Nextera Energy (NEE) 0.10 974 240.25
Sprott Physical Gold Trust (PHYS) 0.09 17.40k 13.10
General Electric Company (GE) 0.09 28.61k 7.93
Medtronic (MDT) 0.09 2.41k +5% 90.15
Jd (JD) 0.09 5.19k NEW 40.48
Etf Managers Tr tierra xp latin (MJ) 0.09 18.25k 11.40
MasterCard Incorporated (MA) 0.09 862 +21% 241.30
Aberdeen Standard Physical Silver Shares Etf etf (SIVR) 0.07 11.96k 13.55
Nomura Holdings (NMR) 0.04 20.74k -4% 4.29
Advanced Semiconductor Engineering (ASX) 0.03 16.30k +8% 3.74
Aegon (AEG) 0.02 17.23k +10% 2.50
Microvision Inc Del (MVIS) 0.01 150.00k 0.17

Past Filings by BSW Wealth Partners

View past SEC 13F filings by BSW Wealth Partners

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