BSW Wealth Partners

BSW Wealth Partners as of June 30, 2025

Portfolio Holdings for BSW Wealth Partners

BSW Wealth Partners holds 318 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.8 $116M 186k 620.90
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.3 $46M 622k 74.01
American Centy Etf Tr Us Eqt Etf (AVUS) 5.1 $37M 366k 100.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.3 $32M 645k 49.03
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.1 $30M 501k 59.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $29M 48k 617.85
Ishares Tr Core Msci Intl (IDEV) 3.3 $24M 315k 76.04
Apple (AAPL) 2.7 $20M 97k 205.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $14M 210k 68.54
Ishares Core Msci Emkt (IEMG) 1.9 $14M 232k 60.03
Ishares Tr Core 60/40 Balan (AOR) 1.8 $13M 213k 61.57
Ishares Tr Core Msci Eafe (IEFA) 1.6 $12M 140k 83.48
NVIDIA Corporation (NVDA) 1.6 $11M 72k 157.99
American Centy Etf Tr Emerging Mkt Val (AVES) 1.4 $10M 194k 53.55
Ishares Gold Tr Ishares New (IAU) 1.3 $9.6M 153k 62.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $8.3M 146k 57.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $8.0M 88k 91.10
Microsoft Corporation (MSFT) 1.1 $7.9M 16k 497.41
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $7.9M 26k 303.93
Ishares Tr National Mun Etf (MUB) 1.1 $7.8M 75k 104.48
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $7.6M 69k 109.64
Amazon (AMZN) 0.9 $6.9M 31k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $6.8M 12k 568.05
Vanguard World Mega Cap Val Etf (MGV) 0.8 $6.2M 47k 131.20
Ishares Tr Msci Lw Crb Tg (CRBN) 0.8 $5.9M 28k 211.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $5.5M 62k 89.22
Ishares Tr Msci Eafe Etf (EFA) 0.7 $5.5M 61k 89.39
Alphabet Cap Stk Cl C (GOOG) 0.7 $5.0M 29k 177.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $4.8M 77k 62.02
Ishares Tr Russell 2000 Etf (IWM) 0.6 $4.3M 20k 215.79
Procter & Gamble Company (PG) 0.6 $4.2M 26k 159.32
Broadcom (AVGO) 0.6 $4.0M 15k 275.65
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $4.0M 96k 41.91
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $4.0M 31k 128.60
Meta Platforms Cl A (META) 0.5 $3.6M 4.8k 738.15
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $3.5M 87k 40.74
JPMorgan Chase & Co. (JPM) 0.5 $3.5M 12k 289.90
Ishares Tr Esg Select Scre (XVV) 0.5 $3.3M 70k 47.69
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.3M 19k 176.23
Eli Lilly & Co. (LLY) 0.4 $2.7M 3.5k 779.50
Linde SHS (LIN) 0.4 $2.6M 5.5k 469.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.4M 5.0k 485.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.4M 111k 22.10
Dell Technologies CL C (DELL) 0.3 $2.4M 20k 122.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.4M 48k 49.46
Visa Com Cl A (V) 0.3 $2.4M 6.7k 355.05
Select Sector Spdr Tr Technology (XLK) 0.3 $2.3M 9.1k 253.23
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.2M 9.7k 226.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.1M 16k 128.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.0M 3.7k 551.58
Pepsi (PEP) 0.3 $2.0M 15k 132.04
Coca-Cola Company (KO) 0.3 $2.0M 28k 70.75
Walker & Dunlop (WD) 0.3 $2.0M 28k 70.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $2.0M 41k 48.24
Oracle Corporation (ORCL) 0.3 $1.9M 8.5k 218.64
Abbvie (ABBV) 0.2 $1.8M 9.7k 185.62
Walt Disney Company (DIS) 0.2 $1.8M 14k 124.01
Travelers Companies (TRV) 0.2 $1.8M 6.6k 267.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.7M 4.0k 424.56
Abbott Laboratories (ABT) 0.2 $1.7M 13k 136.01
Netflix (NFLX) 0.2 $1.7M 1.2k 1339.13
Home Depot (HD) 0.2 $1.7M 4.5k 366.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.6M 69k 23.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.5M 7.7k 195.01
Intuit (INTU) 0.2 $1.5M 1.9k 787.50
Pfizer (PFE) 0.2 $1.5M 62k 24.24
Merck & Co (MRK) 0.2 $1.4M 18k 79.16
Mastercard Incorporated Cl A (MA) 0.2 $1.4M 2.5k 561.87
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.4k 990.27
American Express Company (AXP) 0.2 $1.3M 4.1k 318.99
Advanced Micro Devices (AMD) 0.2 $1.3M 9.1k 141.91
Union Pacific Corporation (UNP) 0.2 $1.3M 5.5k 230.09
International Business Machines (IBM) 0.2 $1.2M 4.2k 294.81
Niagen Bioscience Com New (NAGE) 0.2 $1.2M 85k 14.41
Intel Corporation (INTC) 0.2 $1.2M 54k 22.40
Dover Corporation (DOV) 0.2 $1.2M 6.5k 183.24
Wal-Mart Stores (WMT) 0.2 $1.2M 12k 97.78
Automatic Data Processing (ADP) 0.2 $1.1M 3.7k 308.43
Ishares Tr Esg Aware Msci (ESML) 0.2 $1.1M 27k 41.33
salesforce (CRM) 0.2 $1.1M 4.1k 272.69
Lam Research Corp Com New (LRCX) 0.2 $1.1M 11k 97.34
Booking Holdings (BKNG) 0.2 $1.1M 190.00 5792.61
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 3.7k 298.86
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M 4.6k 236.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M 3.6k 304.83
At&t (T) 0.1 $1.1M 37k 28.94
Exxon Mobil Corporation (XOM) 0.1 $1.1M 9.8k 107.80
Uber Technologies (UBER) 0.1 $1.0M 11k 93.30
Goldman Sachs (GS) 0.1 $1.0M 1.4k 707.54
Servicenow (NOW) 0.1 $1.0M 990.00 1028.08
TJX Companies (TJX) 0.1 $1.0M 8.2k 123.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1000k 5.1k 194.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $971k 3.5k 276.97
S&p Global (SPGI) 0.1 $962k 1.8k 527.22
Lumen Technologies (LUMN) 0.1 $942k 215k 4.38
Caterpillar (CAT) 0.1 $937k 2.4k 388.15
Boston Scientific Corporation (BSX) 0.1 $931k 8.7k 107.41
Vanguard Index Fds Large Cap Etf (VV) 0.1 $927k 3.3k 285.30
Icici Bank Adr (IBN) 0.1 $910k 27k 33.64
Blackstone Group Inc Com Cl A (BX) 0.1 $909k 6.1k 149.58
Qualcomm (QCOM) 0.1 $908k 5.7k 159.26
Applied Materials (AMAT) 0.1 $891k 4.9k 183.06
Tesla Motors (TSLA) 0.1 $865k 2.7k 317.66
Wabtec Corporation (WAB) 0.1 $864k 4.1k 209.35
Verizon Communications (VZ) 0.1 $848k 20k 43.27
Johnson & Johnson (JNJ) 0.1 $826k 5.4k 152.76
Philip Morris International (PM) 0.1 $810k 4.4k 182.12
Asml Holding N V N Y Registry Shs (ASML) 0.1 $808k 1.0k 801.29
Morgan Stanley Com New (MS) 0.1 $803k 5.7k 140.87
W.W. Grainger (GWW) 0.1 $739k 710.00 1040.47
Deere & Company (DE) 0.1 $736k 1.4k 508.66
Welltower Inc Com reit (WELL) 0.1 $734k 4.8k 153.74
UnitedHealth (UNH) 0.1 $728k 2.3k 312.02
Metropcs Communications (TMUS) 0.1 $724k 3.0k 238.26
HSBC HLDGS Spon Adr New (HSBC) 0.1 $722k 12k 60.79
Sony Group Corp Sponsored Adr (SONY) 0.1 $712k 27k 26.03
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $705k 14k 50.92
Reliance Steel & Aluminum (RS) 0.1 $699k 2.2k 313.92
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $696k 2.5k 279.85
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $695k 3.4k 204.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $694k 17k 40.49
Amgen (AMGN) 0.1 $685k 2.5k 279.17
Ball Corporation (BALL) 0.1 $684k 12k 56.09
Citigroup Com New (C) 0.1 $675k 7.9k 85.12
Stryker Corporation (SYK) 0.1 $671k 1.7k 395.70
Grupo Cibest Sa Spon Ads (CIB) 0.1 $670k 15k 46.19
Cme (CME) 0.1 $667k 2.4k 275.66
Quanta Services (PWR) 0.1 $655k 1.7k 378.08
Chevron Corporation (CVX) 0.1 $653k 4.6k 143.18
Broadstone Net Lease (BNL) 0.1 $641k 40k 16.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $629k 1.1k 566.48
Honeywell International (HON) 0.1 $628k 2.7k 232.85
Novo-nordisk A S Adr (NVO) 0.1 $628k 9.1k 69.02
Agilent Technologies Inc C ommon (A) 0.1 $627k 5.3k 118.02
Enterprise Products Partners (EPD) 0.1 $625k 20k 31.01
Fiserv (FI) 0.1 $607k 3.5k 172.41
PNC Financial Services (PNC) 0.1 $598k 3.2k 186.44
Allstate Corporation (ALL) 0.1 $598k 3.0k 201.29
Sprott Physical Gold Tr Unit (PHYS) 0.1 $591k 23k 25.35
Arista Networks Com Shs (ANET) 0.1 $578k 5.7k 102.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $576k 1.3k 438.46
Lowe's Companies (LOW) 0.1 $573k 2.6k 221.88
Cisco Systems (CSCO) 0.1 $569k 8.2k 69.38
Autodesk (ADSK) 0.1 $566k 1.8k 309.57
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $560k 4.7k 119.09
MercadoLibre (MELI) 0.1 $557k 213.00 2613.63
Progressive Corporation (PGR) 0.1 $555k 2.1k 266.87
Hdfc Bank Sponsored Ads (HDB) 0.1 $554k 7.2k 76.67
Moody's Corporation (MCO) 0.1 $549k 1.1k 501.67
Te Connectivity Ord Shs (TEL) 0.1 $542k 3.2k 168.68
Chubb (CB) 0.1 $540k 1.9k 289.72
Carrier Global Corporation (CARR) 0.1 $538k 7.3k 73.19
Cintas Corporation (CTAS) 0.1 $521k 2.3k 222.88
Thermo Fisher Scientific (TMO) 0.1 $517k 1.3k 405.33
Unilever Spon Adr New (UL) 0.1 $516k 8.4k 61.17
Johnson Ctls Intl SHS (JCI) 0.1 $513k 4.9k 105.62
American Intl Group Com New (AIG) 0.1 $511k 6.0k 85.59
Adobe Systems Incorporated (ADBE) 0.1 $510k 1.3k 386.88
Nomura Hldgs Sponsored Adr (NMR) 0.1 $509k 77k 6.58
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $508k 49k 10.33
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $502k 4.6k 109.29
Doordash Cl A (DASH) 0.1 $499k 2.0k 246.51
Matthews Intl Fds Emerging Markets (EMSF) 0.1 $496k 18k 27.63
Wipro Spon Adr 1 Sh (WIT) 0.1 $496k 164k 3.02
Charles Schwab Corporation (SCHW) 0.1 $495k 5.4k 91.24
Palo Alto Networks (PANW) 0.1 $489k 2.4k 204.64
SYSCO Corporation (SYY) 0.1 $488k 6.4k 75.74
Intuitive Surgical Com New (ISRG) 0.1 $479k 881.00 543.33
Synopsys (SNPS) 0.1 $478k 933.00 512.68
Ishares Tr Rus 1000 Etf (IWB) 0.1 $477k 1.4k 339.57
Bank of New York Mellon Corporation (BK) 0.1 $470k 5.2k 91.12
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $466k 3.4k 135.73
Infosys Sponsored Adr (INFY) 0.1 $466k 25k 18.53
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $464k 2.4k 192.71
Relx Sponsored Adr (RELX) 0.1 $460k 8.5k 54.34
Capital One Financial (COF) 0.1 $459k 2.2k 212.80
Truist Financial Corp equities (TFC) 0.1 $457k 11k 42.99
Microvision Inc Del Com New (MVIS) 0.1 $456k 400k 1.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $452k 3.4k 133.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $449k 2.5k 181.77
Colgate-Palmolive Company (CL) 0.1 $448k 4.9k 90.91
Cbre Group Cl A (CBRE) 0.1 $446k 3.2k 140.12
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $441k 29k 15.37
Woori Finl Group Sponsored Ads (WF) 0.1 $440k 8.8k 49.73
Hca Holdings (HCA) 0.1 $436k 1.1k 383.11
Lockheed Martin Corporation (LMT) 0.1 $435k 939.00 463.19
Paccar (PCAR) 0.1 $432k 4.5k 95.07
Sterling Construction Company (STRL) 0.1 $431k 1.9k 230.73
Digitalocean Hldgs (DOCN) 0.1 $424k 15k 28.56
Gilead Sciences (GILD) 0.1 $424k 3.8k 110.88
Novartis Sponsored Adr (NVS) 0.1 $422k 3.5k 121.00
American Tower Reit (AMT) 0.1 $416k 1.9k 221.00
Sap Se Spon Adr (SAP) 0.1 $412k 1.4k 304.14
Live Nation Entertainment (LYV) 0.1 $403k 2.7k 151.28
Verisk Analytics (VRSK) 0.1 $403k 1.3k 311.40
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $402k 14k 28.83
United Rentals (URI) 0.1 $396k 525.00 753.40
Raytheon Technologies Corp (RTX) 0.1 $393k 2.7k 146.03
Prologis (PLD) 0.1 $391k 3.7k 105.12
Ge Aerospace Com New (GE) 0.1 $389k 1.5k 257.39
Intercontinental Exchange (ICE) 0.1 $389k 2.1k 183.48
McDonald's Corporation (MCD) 0.1 $388k 1.3k 292.13
Mondelez Intl Cl A (MDLZ) 0.1 $381k 5.7k 67.44
Micron Technology (MU) 0.1 $375k 3.0k 123.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $375k 15k 24.44
Trane Technologies SHS (TT) 0.1 $374k 854.00 437.57
Sanofi Sponsored Adr (SNY) 0.1 $374k 7.7k 48.31
American Centy Etf Tr Avantis Emerging (AVXC) 0.1 $372k 6.6k 56.62
Kt Corp Sponsored Adr (KT) 0.1 $368k 18k 20.78
Ge Vernova (GEV) 0.0 $363k 686.00 529.15
Nebius Group Shs Class A (NBIS) 0.0 $363k 6.6k 55.33
Equinix (EQIX) 0.0 $356k 447.00 795.66
Garmin SHS (GRMN) 0.0 $350k 1.7k 208.65
Ishares Msci Emrg Chn (EMXC) 0.0 $349k 5.5k 63.14
Us Bancorp Del Com New (USB) 0.0 $348k 7.7k 45.25
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $346k 6.5k 53.29
Cadence Design Systems (CDNS) 0.0 $346k 1.1k 308.15
Illinois Tool Works (ITW) 0.0 $345k 1.4k 247.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $344k 11k 30.14
Broadridge Financial Solutions (BR) 0.0 $342k 1.4k 243.02
Motorola Solutions Com New (MSI) 0.0 $341k 812.00 420.47
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $339k 2.5k 135.04
Copart (CPRT) 0.0 $339k 6.9k 49.07
Kla Corp Com New (KLAC) 0.0 $336k 375.00 895.79
Bristol Myers Squibb (BMY) 0.0 $334k 7.2k 46.29
Vanguard World Energy Etf (VDE) 0.0 $332k 2.8k 119.12
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $331k 9.6k 34.41
Anthem (ELV) 0.0 $330k 848.00 389.11
Sherwin-Williams Company (SHW) 0.0 $330k 960.00 343.22
Select Sector Spdr Tr Financial (XLF) 0.0 $329k 6.3k 52.37
Cognizant Technology Solutio Cl A (CTSH) 0.0 $320k 4.1k 78.04
Paychex (PAYX) 0.0 $319k 2.2k 145.48
Keurig Dr Pepper (KDP) 0.0 $318k 9.6k 33.06
Otis Worldwide Corp (OTIS) 0.0 $317k 3.2k 99.02
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $316k 4.3k 72.82
Danaher Corporation (DHR) 0.0 $316k 1.6k 197.54
Iqvia Holdings (IQV) 0.0 $312k 2.0k 157.59
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $310k 7.6k 40.78
Crowdstrike Hldgs Cl A (CRWD) 0.0 $306k 600.00 509.31
Constellation Brands Cl A (STZ) 0.0 $304k 1.9k 162.68
BP Sponsored Adr (BP) 0.0 $303k 10k 29.93
Pentair SHS (PNR) 0.0 $302k 2.9k 102.66
Kb Finl Group Sponsored Adr (KB) 0.0 $298k 3.6k 82.60
Dupont De Nemours (DD) 0.0 $298k 4.3k 68.59
F.N.B. Corporation (FNB) 0.0 $294k 20k 14.58
Chipotle Mexican Grill (CMG) 0.0 $292k 5.2k 56.15
Check Point Software Tech Lt Ord (CHKP) 0.0 $289k 1.3k 221.25
Altria (MO) 0.0 $288k 4.9k 58.63
Take-Two Interactive Software (TTWO) 0.0 $285k 1.2k 242.85
ConAgra Foods (CAG) 0.0 $283k 14k 20.47
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $283k 8.3k 34.18
Marvell Technology (MRVL) 0.0 $283k 3.7k 77.40
Vanguard World Inf Tech Etf (VGT) 0.0 $281k 424.00 663.28
Shopify Cl A (SHOP) 0.0 $277k 2.4k 115.35
Telefonica Brasil Sa New Adr (VIV) 0.0 $277k 24k 11.40
MPLX Com Unit Rep Ltd (MPLX) 0.0 $277k 5.4k 51.51
Ferguson Enterprises Common Stock New (FERG) 0.0 $273k 1.3k 217.69
Ishares Msci Gbl Min Vol (ACWV) 0.0 $273k 2.3k 118.57
United Microelectronics Corp Spon Adr New (UMC) 0.0 $271k 36k 7.65
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $270k 18k 15.11
AFLAC Incorporated (AFL) 0.0 $268k 2.5k 105.44
Prudential Financial (PRU) 0.0 $268k 2.5k 107.44
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.0 $264k 1.4k 187.64
Hubbell (HUBB) 0.0 $261k 639.00 408.09
Cheniere Energy Com New (LNG) 0.0 $260k 1.1k 243.55
Loews Corporation (L) 0.0 $258k 2.8k 91.66
Hershey Company (HSY) 0.0 $257k 1.6k 165.94
Ecolab (ECL) 0.0 $257k 954.00 269.45
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $256k 2.7k 93.87
Zoetis Cl A (ZTS) 0.0 $254k 1.6k 155.97
Simon Property (SPG) 0.0 $253k 1.6k 160.81
Waste Connections (WCN) 0.0 $250k 1.3k 186.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $250k 9.9k 25.30
Wells Fargo & Company (WFC) 0.0 $247k 3.1k 80.12
Genuine Parts Company (GPC) 0.0 $246k 2.0k 121.31
Digital Realty Trust (DLR) 0.0 $246k 1.4k 174.28
Rockwell Automation (ROK) 0.0 $246k 739.00 332.24
Valmont Industries (VMI) 0.0 $245k 750.00 326.57
Spotify Technology S A SHS (SPOT) 0.0 $243k 316.00 767.34
Fox Corp Cl B Com (FOX) 0.0 $242k 4.7k 51.63
Coupang Cl A (CPNG) 0.0 $240k 8.0k 29.96
Ptc (PTC) 0.0 $240k 1.4k 172.34
Equitable Holdings (EQH) 0.0 $239k 4.3k 56.10
Eaton Corp SHS (ETN) 0.0 $237k 664.00 357.01
Fastenal Company (FAST) 0.0 $236k 5.6k 42.00
Coinbase Global Com Cl A (COIN) 0.0 $231k 660.00 350.49
Nextera Energy (NEE) 0.0 $231k 3.3k 69.42
Medtronic SHS (MDT) 0.0 $230k 2.6k 87.17
Bank of America Corporation (BAC) 0.0 $227k 4.8k 47.32
Kellogg Company (K) 0.0 $226k 2.8k 79.53
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $226k 2.0k 111.97
Chunghwa Telecom Spon Adr New11 (CHT) 0.0 $223k 4.8k 46.61
Blackrock (BLK) 0.0 $218k 208.00 1049.49
Jd.com Spon Ads Cl A (JD) 0.0 $214k 6.5k 32.64
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $214k 2.3k 93.99
MetLife (MET) 0.0 $212k 2.6k 80.41
Hilton Worldwide Holdings (HLT) 0.0 $212k 797.00 266.34
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $212k 73k 2.92
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $210k 771.00 272.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $210k 7.9k 26.50
General Mills (GIS) 0.0 $210k 4.0k 51.80
eBay (EBAY) 0.0 $209k 2.8k 74.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $209k 3.3k 63.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $209k 3.1k 67.21
Credicorp (BAP) 0.0 $204k 913.00 223.56
Franklin Resources (BEN) 0.0 $204k 8.6k 23.85
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $202k 1.8k 113.41
Banco Santander Adr (SAN) 0.0 $202k 24k 8.30
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $201k 2.3k 87.24
Columbia Banking System (COLB) 0.0 $200k 8.6k 23.38
Piedmont Office Realty Tr In Com Cl A (PDM) 0.0 $177k 24k 7.29
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $169k 40k 4.25
Nokia Corp Sponsored Adr (NOK) 0.0 $103k 20k 5.18
Telefonica S A Sponsored Adr (TEF) 0.0 $81k 16k 5.23
Banco Bradesco S A Sponsored Adr (BBDO) 0.0 $63k 23k 2.73
Lg Display Spons Adr Rep (LPL) 0.0 $61k 18k 3.42
Ambev Sa Sponsored Adr (ABEV) 0.0 $35k 15k 2.41
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $23k 12k 1.96