BSW Wealth Partners

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

Companies in the BSW Wealth Partners portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 19.99 177455 +35% 284.56
Ishares Core Msci Eafe Etf core msci eafe 8.53 354449 -31% 60.77
SPDR S&P; 500 ETF (SPY) 7.08 63319 282.47
iShares MSCI EAFE Index Fund (EFA) 6.46 251568 -24% 64.86
Vanguard Europe Pacific ETF (VEA) 5.22 322828 -30% 40.87
iShares S&P; MidCap 400 Index (IJH) 4.35 58085 +45% 189.39
Ishares Tr msci lw crb tg 3.39 73447 +47% 116.61
Ishares Inc core msci emkt 3.34 163011 -8% 51.71
Schwab Strategic Tr us aggregate b 3.20 155977 -17% 51.88
iShares Russell 2000 Index (IWM) 2.59 42785 +8% 153.09
J P Morgan Exchange Traded F ultra shrt 2.44 122586 -22% 50.30
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 2.25 115317 -5% 49.28
Nuveen Barclays Shrt Term Muni bdfund 2.15 112115 -3% 48.48
iShares Gold Trust (IAU) 2.07 421982 +17% 12.38
Vanguard Emerging Markets ETF (VWO) 2.01 119778 -42% 42.50
iShares MSCI Emerging Markets Indx (EEM) 1.83 107898 -4% 42.92
Vanguard S&p 500 Etf idx fd 1.71 16690 -3% 259.56
Ishares Tr msci eafe esg 1.45 57869 -65% 63.18
Schwab International Equity ETF (SCHF) 1.24 99842 -28% 31.31
iShares MSCI ACWI Index Fund (ACWI) 1.23 43204 -69% 72.15
Nushares Etf Tr a 1.17 102928 +293% 28.73
iShares Lehman Aggregate Bond (AGG) 1.01 23477 -6% 109.09
Procter & Gamble Company (PG) 0.85 20712 104.05
Apple (AAPL) 0.76 10087 -8% 189.90
Schwab Emerging Markets Equity ETF (SCHE) 0.60 58251 -13% 26.01
Redfin Corp 0.60 74913 NEW 20.26
Coca-Cola Company (KO) 0.57 30763 -6% 46.87
Walt Disney Company (DIS) 0.46 10400 111.06
Schwab U S Broad Market ETF (SCHB) 0.44 16369 -4% 68.06
Piedmont Office Realty Trust (PDM) 0.41 49996 20.84
Exxon Mobil Corporation (XOM) 0.40 12563 80.79
V.F. Corporation (VFC) 0.37 10755 86.94
Linde Plc 0.37 5363 176.02
Vanguard Mid-Cap ETF (VO) 0.36 5585 -8% 160.79
W.W. Grainger (GWW) 0.33 2808 +114% 300.93
JPMorgan Chase & Co. (JPM) 0.32 8085 +3% 101.18
Vanguard Malvern Fds strm infproidx 0.32 16816 +33% 48.70
Berkshire Hathaway (BRK.B) 0.31 3850 -5% 200.78
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.31 7320 -58% 106.01
SPDR Gold Trust (GLD) 0.27 5488 -56% 122.08
Eli Lilly & Co. (LLY) 0.25 4839 129.78
Pepsi (PEP) 0.25 5171 -5% 122.61
Travelers Companies (TRV) 0.24 4372 -37% 137.24
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.23 5185 -41% 111.09
Chevron Corporation (CVX) 0.22 4543 123.27
International Business Machines (IBM) 0.22 3981 +8% 141.04
Pfizer (PFE) 0.21 12251 +2% 42.45
iShares MSCI EAFE Growth Index (EFG) 0.20 6488 -36% 77.37
Dell Technologies Inc 0.20 8475 NEW 58.64
Microsoft Corporation (MSFT) 0.19 4073 -3% 117.85
iShares S&P; SmallCap 600 Index (IJR) 0.18 5759 -9% 77.10
Citigroup Inc 0.18 7118 -7% 62.24
Amgen (AMGN) 0.17 2256 190.16
Vanguard Large-Cap ETF (VV) 0.17 3250 129.85
Danaher Corporation (DHR) 0.16 3047 -2% 131.93
Vanguard Total World Stock Idx Fd (VT) 0.16 5375 -10% 73.12
Intel Corporation (INTC) 0.15 7035 -3% 53.73
Agilent Technologies Inc C ommon 0.15 4607 +5% 80.31
Columbia Banking System (COLB) 0.15 11611 32.73
Alphabet Inc Class A cs 0.15 325 +4% 1175.38
Sch Us Mid-cap Etf etf 0.14 6419 -18% 55.46
Alphabet Inc Class C cs 0.14 292 -13% 1174.66
Johnson & Johnson (JNJ) 0.13 2276 +7% 139.72
General Electric Company (GE) 0.13 33017 9.99
Merck & Co (MRK) 0.13 3892 +4% 83.25
PNC Financial Services (PNC) 0.12 2566 122.76
Schwab Strategic Tr us lrg cap etf 0.12 4622 -35% 67.50
Abbvie 0.12 3851 80.50
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.11 2600 -86% 105.38
Sprott Physical Gold Trust (PHYS) 0.11 25415 10.47
Invesco Qqq Trust Series 1 0.11 1496 -26% 179.81
Altria (MO) 0.10 4285 NEW 57.41
Colgate-Palmolive Company (CL) 0.10 3706 68.54
Honeywell International (HON) 0.10 1554 158.94
Hospitality Properties Trust (HPT) 0.10 9835 26.33
Amazon (AMZN) 0.10 148 +8% 1783.78
Vanguard Small-Cap ETF (VB) 0.10 1580 -4% 152.53
ISHARES TR MSCI Small Cap msci small cap 0.10 4266 -97% 57.43
Dowdupont Inc 0.10 4843 +7% 53.27
Costco Wholesale Corporation (COST) 0.09 988 NEW 241.90
Wells Fargo & Company (WFC) 0.09 4864 +3% 48.31
Illinois Tool Works (ITW) 0.09 1584 143.31
Visa (V) 0.09 1516 NEW 156.33
Enterprise Products Partners 0.09 8164 NEW 29.15
SPDR KBW Regional Banking (KRE) 0.09 4533 51.40
Bristol Myers Squibb (BMY) 0.08 4270 47.78
Vanguard Total Stock Market ETF (VTI) 0.08 1475 NEW 144.41
Medtronic 0.08 2260 +7% 91.15
Genesis Healthcare Inc Cl A 0.07 116000 -2% 1.44
Aberdeen Standard Physical Silver Shares Etf etf 0.07 12163 -3% 14.72
Blackstone Gso Strategic 0.06 10000 14.30
Kandi Technolgies (KNDI) 0.05 21834 NEW 5.60
Sunpower 0.05 20042 NEW 6.55
First Solar (FSLR) 0.04 2048 NEW 52.73
Microvision Inc Del 0.04 100000 NEW 0.97
Hannon Armstrong stock 0.04 3744 -49% 25.64
Koninklijke Philips Electronics NV (PHG) 0.02 1235 NEW 40.49
Xylem 0.02 568 NEW 79.23
Palo Alto Networks 0.02 238 NEW 243.70

Past 13F-HR SEC Filings by BSW Wealth Partners

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