HoldingsChannel.com
BSW Wealth Partners Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR CORE S&P500 ETF (IVV) 177,863 +408 $52,425
     IVV177,863+408$52,425
ISHARES TR CORE MSCI EAFE (IEFA) 372,475 +18,026 $22,870
     IEFA372,475+18,026$22,870
SPDR S&P 500 ETF TR TR UNIT (SPY) 61,907 -1,412 $18,139
     SPY61,907-1,412$18,139
ISHARES TR MSCI EAFE ETF (EFA) 246,277 -5,291 $16,188
     EFA246,277-5,291$16,188
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (VEA) 320,514 -2,314 $13,369
     VEA320,514-2,314$13,369
ISHARES TR CORE S&P MCP ETF (IJH) 58,677 +592 $11,399
     IJH58,677+592$11,399
SCHWAB STRATEGIC TR US AGGREGATE B 173,785 +17,808 $9,211
     SCHZ173,785+17,808$9,211
ISHARES INC CORE MSCI EMKT (IEMG) 171,973 +8,962 $8,846
     IEMG171,973+8,962$8,846
ISHARES TR RUSSELL 2000 ETF (IWM) 43,096 +311 $6,701
     IWM43,096+311$6,701
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) 127,863 +5,277 $6,443
     JPST127,863+5,277$6,443
SPDR SERIES TRUST NUVEEN BRC MUNIC (TFI) 115,021 -296 $5,767
     TFI115,021-296$5,767
ISHARES GOLD TRUST ISHARES (IAU) 422,747 +765 $5,707
     IAU422,747+765$5,707
ISHARES TR MSCI LW CRB TG (CRBN) 46,997 -26,450 $5,626
     CRBN46,997-26,450$5,626
SPDR SERIES TRUST NUVEEN BLMBRG SR (SHM) 112,291 +176 $5,494
     SHM112,291+176$5,494
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) 118,789 -989 $5,052
     VWO118,789-989$5,052
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 16,790 +100 $4,519
     VOO16,790+100$4,519
ISHARES TR MSCI EMG MKT ETF (EEM) 103,421 -4,477 $4,438
     EEM103,421-4,477$4,438
ISHARES TR ESG MSCI EAFE (ESGD) 57,869 UNCH $3,722
     ESGD57,869UNCH$3,722
SCHWAB STRATEGIC TR INTL EQTY ETF (SCHF) 100,387 +545 $3,221
     SCHF100,387+545$3,221
ISHARES TR MSCI ACWI ETF (ACWI) 43,331 +127 $3,194
     ACWI43,331+127$3,194
NUSHARES ETF TR NUVEEN ESG SMLCP (NUSC) 94,693 -8,235 $2,799
     NUSC94,693-8,235$2,799
APPLE INC COM 13,077 +2,990 $2,588
     AAPL13,077+2,990$2,588
ISHARES TR CORE US AGGBD ET (AGG) 22,227 -1,250 $2,475
     AGG22,227-1,250$2,475
PROCTER AND GAMBLE CO COM 22,195 +1,483 $2,434
     PG22,195+1,483$2,434
DISNEY WALT CO COM DISNEY 11,384 +984 $1,590
     DIS11,384+984$1,590
COCA COLA CO COM 30,563 -200 $1,556
     KO30,563-200$1,556
SCHWAB STRATEGIC TR EMRG MKTEQ ETF (SCHE) 52,918 -5,333 $1,389
     SCHE52,918-5,333$1,389
TRAVELERS COMPANIES INC COM 8,208 +3,836 $1,227
     TRV8,208+3,836$1,227
SCHWAB STRATEGIC TR US BRD MKT ETF (SCHB) 17,034 +665 $1,201
     SCHB17,034+665$1,201
JPMORGAN CHASE & CO COM 9,451 +1,366 $1,057
     JPM9,451+1,366$1,057
LINDE PLC SHS 5,178 -185 $1,040
     LIN5,178-185$1,040
MICROSOFT CORP COM 7,503 +3,430 $1,005
     MSFT7,503+3,430$1,005
REDFIN CORP COM 55,488 -19,425 $998
     RDFN55,488-19,425$998
PIEDMONT OFFICE REALTY TR IN COM CL A 49,996 UNCH $996
     PDM49,996UNCH$996
EXXON MOBIL CORP COM 12,294 -269 $942
     XOM12,294-269$942
V F CORP COM 10,755 UNCH $939
     VFC10,755UNCH$939
VANGUARD INDEX FDS MID CAP ETF (VO) 5,585 UNCH $934
     VO5,585UNCH$934
VANGUARD MALVERN FDS STRM INFPROIDX (VTIP) 16,816 UNCH $829
     VTIP16,816UNCH$829
BERKSHIRE HATHAWAY INC DEL CL B NEW      $820
     BRK.B3,849-1$820
ISHARES TR SHRT NAT MUN ETF (SUB) 7,268 -52 $774
     SUB7,268-52$774
PEPSICO INC COM 5,609 +438 $735
     PEP5,609+438$735
AMAZON COM INC COM 380 +232 $720
     AMZN380+232$720
SPDR GOLD TRUST GOLD SHS (GLD) 5,241 -247 $698
     GLD5,241-247$698
LILLY ELI & CO COM 5,561 +722 $616
     LLY5,561+722$616
CITIGROUP INC COM NEW 8,783 +1,665 $615
     C8,783+1,665$615
ALPHABET INC CAP STK CL C 537 +245 $580
     GOOG537+245$580
ISHARES TR NATIONAL MUN ETF (MUB) 5,132 -53 $580
     MUB5,132-53$580
CHEVRON CORP NEW COM 4,509 -34 $561
     CVX4,509-34$561
INTERNATIONAL BUSINESS MACHS COM 4,043 +62 $557
     IBM4,043+62$557
PFIZER INC COM 12,251 UNCH $531
     PFE12,251UNCH$531

See Full List: All Stocks Held By BSW Wealth Partners
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BSW Wealth Partners

Size ($ in 1000's)
At 06/30/2019: $264,486
At 03/31/2019: $252,661

Combined Holding Report Includes:
BSW Wealth Partners
TRILLIUM ASSET MANAGEMENT LLC

BSW Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BSW Wealth Partners 13F filings. Link to 13F filings: SEC filings

BSW Wealth Partners Top Holdings 13F Filings | www.HoldingsChannel.com

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