HoldingsChannel.com
BSW Wealth Partners Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 210,490 +11,640 $54,391
     IVV210,490+11,640$54,391
ISHARES TR (IEFA) 369,836 +23,142 $18,451
     IEFA369,836+23,142$18,451
SPDR S&P 500 ETF TR (SPY) 60,254 -1,313 $15,530
     SPY60,254-1,313$15,530
ISHARES TR (IJH) 70,014 +11,031 $10,072
     IJH70,014+11,031$10,072
ISHARES TR (EFA) 187,312 -30,875 $10,014
     EFA187,312-30,875$10,014
J P MORGAN EXCHANGE TRADED F (JAGG) 366,131 -22,146 $9,886
     JAGG366,131-22,146$9,886
VANGUARD TAX MANAGED INTL FD (VEA) 253,814 -44,172 $8,462
     VEA253,814-44,172$8,462
ISHARES INC (IEMG) 205,046 -755 $8,298
     IEMG205,046-755$8,298
ISHARES TR (IWM) 61,529 +17,536 $7,043
     IWM61,529+17,536$7,043
ISHARES TR (CRBN) 62,600 +10,817 $6,402
     CRBN62,600+10,817$6,402
J P MORGAN EXCHANGE TRADED F (JPST) 115,106 +5,940 $5,717
     JPST115,106+5,940$5,717
ISHARES GOLD TRUST (IAU) 369,375 -63,884 $5,566
     IAU369,375-63,884$5,566
VANGUARD INDEX FDS (VOO) 16,185 -493 $3,833
     VOO16,185-493$3,833
NUSHARES ETF TR (NUSC) 175,473 +78,268 $3,790
     NUSC175,473+78,268$3,790
SPDR SER TR (SHM) 72,875 -45,890 $3,564
     SHM72,875-45,890$3,564
ISHARES TR (EEM) 98,990 -1,601 $3,379
     EEM98,990-1,601$3,379
SPDR SER TR (TFI) 67,429 -50,359 $3,371
     TFI67,429-50,359$3,371
APPLE INC 13,118 -422 $3,336
     AAPL13,118-422$3,336
PROCTER & GAMBLE CO 28,097 +6,618 $3,091
     PG28,097+6,618$3,091
VANGUARD INTL EQUITY INDEX F (VWO) 90,713 -24,677 $3,043
     VWO90,713-24,677$3,043
WISDOMTREE TR 109,894 +109,894 $2,454
     EES109,894+109,894$2,454
SCHWAB STRATEGIC TR 91,915 -6,524 $2,375
     SCHF91,915-6,524$2,375
ISHARES TR (SUB) 21,694 +13,470 $2,306
     SUB21,694+13,470$2,306
ISHARES TR (MUB) 20,304 +13,454 $2,295
     MUB20,304+13,454$2,295
ISHARES TR (ESGD) 42,042 -14,318 $2,235
     ESGD42,042-14,318$2,235
ISHARES TR (ACWI) 33,297 -9,452 $2,083
     ACWI33,297-9,452$2,083
COCA COLA CO 45,283 +15,340 $2,004
     KO45,283+15,340$2,004
MICROSOFT CORP 9,673 +421 $1,526
     MSFT9,673+421$1,526
DISNEY WALT CO 14,491 +2,490 $1,400
     DIS14,491+2,490$1,400
PEPSICO INC 10,113 +4,238 $1,215
     PEP10,113+4,238$1,215
BERKSHIRE HATHAWAY INC DEL      $1,038
     BRK.B4,191-51$766
     BRK.A1+1$272
JPMORGAN CHASE & CO 11,356 +55 $1,022
     JPM11,356+55$1,022
AMAZON COM INC 499 +47 $973
     AMZN499+47$973
SCHWAB STRATEGIC TR 46,528 -4,077 $963
     SCHE46,528-4,077$963
SCHWAB STRATEGIC TR 14,977 -1,135 $905
     SCHB14,977-1,135$905
LINDE PLC 5,210 +22 $901
     LIN5,210+22$901
PIEDMONT OFFICE REALTY TR IN 49,996 UNCH $883
     PDM49,996UNCH$883
VANGUARD INDEX FDS (VBR) 9,331 +9,331 $829
     VBR9,331+9,331$829
ALPHABET INC 707 +91 $822
     GOOG707+91$822
LILLY ELI & CO 5,845 +72 $811
     LLY5,845+72$811
VANGUARD MALVERN FDS (VTIP) 15,850 -1,411 $772
     VTIP15,850-1,411$772
VANGUARD INDEX FDS (VO) 5,443 -51 $717
     VO5,443-51$717
SPDR GOLD TRUST (GLD) 4,227 -296 $626
     GLD4,227-296$626
MERCK & CO INC 8,095 +794 $623
     MRK8,095+794$623
PFIZER INC 19,021 +5,813 $621
     PFE19,021+5,813$621
SCHWAB STRATEGIC TR 10,853 -240 $589
     SCHZ10,853-240$589
TRAVELERS COMPANIES INC 5,826 -2,534 $579
     TRV5,826-2,534$579
V F CORP 10,470 -83 $566
     VFC10,470-83$566
ABBVIE INC 7,152 +1,365 $545
     ABBV7,152+1,365$545
ABBOTT LABS 6,576 +2,013 $519
     ABT6,576+2,013$519

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 03/31/2020: $240,828
At 12/31/2019: $293,527

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.