HoldingsChannel.com
BSW Wealth Partners Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 198,850 +19,376 $64,276
     IVV198,850+19,376$64,276
ISHARES TR (IEFA) 346,694 +2,790 $22,618
     IEFA346,694+2,790$22,618
SPDR S&P 500 ETF TR (SPY) 61,567 -120 $19,816
     SPY61,567-120$19,816
ISHARES TR (EFA) 218,187 -6,944 $15,151
     EFA218,187-6,944$15,151
VANGUARD TAX MANAGED INTL FD (VEA) 297,986 -2,407 $13,129
     VEA297,986-2,407$13,129
ISHARES TR (IJH) 58,983 -8 $12,140
     IJH58,983-8$12,140
ISHARES INC (IEMG) 205,801 +4,460 $11,064
     IEMG205,801+4,460$11,064
JP MORGAN EXCHANGE TRADED FD (JAGG) 388,277 -24,341 $10,309
     JAGG388,277-24,341$10,309
ISHARES TR (IWM) 43,993 +134 $7,288
     IWM43,993+134$7,288
ISHARES TR (CRBN) 51,783 +550 $6,701
     CRBN51,783+550$6,701
ISHARES GOLD TRUST (IAU) 433,259 +11,373 $6,282
     IAU433,259+11,373$6,282
SPDR SERIES TRUST (TFI) 117,788 -4,067 $5,958
     TFI117,788-4,067$5,958
SPDR SERIES TRUST (SHM) 118,765 -3,069 $5,833
     SHM118,765-3,069$5,833
JP MORGAN EXCHANGE TRADED FD (JPST) 109,166 -10,508 $5,505
     JPST109,166-10,508$5,505
VANGUARD INTL EQUITY INDEX F (VWO) 115,390 -521 $5,131
     VWO115,390-521$5,131
VANGUARD INDEX FDS (VOO) 16,678 +49 $4,933
     VOO16,678+49$4,933
ISHARES TR (EEM) 100,591 -1,980 $4,514
     EEM100,591-1,980$4,514
APPLE INC 13,540 +13,540 $3,976
     AAPL13,540+13,540$3,976
ISHARES TR (ESGD) 56,360 +7 $3,874
     ESGD56,360+7$3,874
ISHARES TR (ACWI) 42,749 +48 $3,388
     ACWI42,749+48$3,388
SCHWAB STRATEGIC TR 98,439 +1,044 $3,311
     SCHF98,439+1,044$3,311
NUSHARES ETF TR (NUSC) 97,205 +1,641 $3,029
     NUSC97,205+1,641$3,029
PROCTER & GAMBLE CO 21,479 -1,385 $2,683
     PG21,479-1,385$2,683
DISNEY WALT CO 12,001 +162 $1,736
     DIS12,001+162$1,736
COCA COLA CO 29,943 -1,004 $1,657
     KO29,943-1,004$1,657
JPMORGAN CHASE &CO 11,301 +1,699 $1,575
     JPM11,301+1,699$1,575
MICROSOFT CORP 9,252 +618 $1,459
     MSFT9,252+618$1,459
SCHWAB STRATEGIC TR 50,605 -1,614 $1,385
     SCHE50,605-1,614$1,385
SCHWAB STRATEGIC TR 16,112 -499 $1,239
     SCHB16,112-499$1,239
TRAVELERS COMPANIES INC 8,360 +2,958 $1,145
     TRV8,360+2,958$1,145
PIEDMONT OFFICE REALTY TR IN 49,996 UNCH $1,112
     PDM49,996UNCH$1,112
LINDE PLC 5,188 -33 $1,105
     LIN5,188-33$1,105
V F CORP 10,553 -261 $1,052
     VFC10,553-261$1,052
VANGUARD INDEX FDS (VO) 5,494 -25 $979
     VO5,494-25$979
BERKSHIRE HATHAWAY INC DEL      $961
     BRK.B4,242+4,242$961
ISHARES TR (SUB) 8,224 +2,306 $878
     SUB8,224+2,306$878
VANGUARD MALVERN FDS (VTIP) 17,261 UNCH $851
     VTIP17,261UNCH$851
AMAZON COM INC 452 +452 $835
     AMZN452+452$835
EXXON MOBIL CORP 11,842 -211 $826
     XOM11,842-211$826
ALPHABET INC 616 +21 $824
     GOOG616+21$824
PEPSICO INC 5,875 -130 $803
     PEP5,875-130$803
ISHARES TR (MUB) 6,850 +2,262 $780
     MUB6,850+2,262$780
CITIGROUP INC 9,654 +778 $771
     C9,654+778$771
LILLY ELI & CO 5,773 +151 $759
     LLY5,773+151$759
MERCK &CO INC 7,301 +982 $664
     MRK7,301+982$664
SPDR GOLD TRUST (GLD) 4,523 +23 $646
     GLD4,523+23$646
VANGUARD WORLD FDS (VGT) 2,577 +2,577 $631
     VGT2,577+2,577$631
SCHWAB STRATEGIC TR 11,093 -1,018 $593
     SCHZ11,093-1,018$593
AMGEN INC 2,448 +2,448 $590
     AMGN2,448+2,448$590
NIKE INC 5,748 +5,748 $582
     NKE5,748+5,748$582

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 12/31/2019: $293,527
At 09/30/2019: $259,942

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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