HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
169,405 | +11,323 | $89,062 |
| IVV | 169,405 | +11,323 | $89,062 |
| VANGUARD MUN BD FDS (VTEB) |
710,667 | +7,529 | $35,960 |
| VTEB | 710,667 | +7,529 | $35,960 |
| AMERICAN CENTY ETF TR (AVDE) |
407,608 | +389,440 | $25,981 |
| AVDE | 407,608 | +389,440 | $25,981 |
| SPDR S&P 500 ETF TR (SPY) |
47,556 | -308 | $24,875 |
| SPY | 47,556 | -308 | $24,875 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
360,168 | +14,899 | $21,088 |
| VGIT | 360,168 | +14,899 | $21,088 |
| AMERICAN CENTY ETF TR (AVUS) |
212,215 | +198,358 | $18,993 |
| AVUS | 212,215 | +198,358 | $18,993 |
| VANGUARD WORLD FD (MGV) |
151,329 | -141,647 | $18,085 |
| MGV | 151,329 | -141,647 | $18,085 |
| APPLE INC |
102,547 | +3,265 | $17,585 |
| AAPL | 102,547 | +3,265 | $17,585 |
| ISHARES TR (IEFA) |
236,131 | -116,593 | $17,526 |
| IEFA | 236,131 | -116,593 | $17,526 |
| ISHARES TR (IDEV) |
184,468 | +166,904 | $12,383 |
| IDEV | 184,468 | +166,904 | $12,383 |
| ISHARES INC (IEMG) |
230,232 | +19,105 | $11,880 |
| IEMG | 230,232 | +19,105 | $11,880 |
| ISHARES TR (IJH) |
170,586 | +120,326 | $10,361 |
| IJH | 170,586 | +120,326 | $10,361 |
| ISHARES TR (IWM) |
40,164 | -19,517 | $8,446 |
| IWM | 40,164 | -19,517 | $8,446 |
| AMERICAN CENTY ETF TR (AVEM) |
131,493 | +117,465 | $7,621 |
| AVEM | 131,493 | +117,465 | $7,621 |
| ISHARES TR (AOR) |
134,712 | -16,851 | $7,499 |
| AOR | 134,712 | -16,851 | $7,499 |
| MICROSOFT CORP |
17,026 | +146 | $7,163 |
| MSFT | 17,026 | +146 | $7,163 |
| ISHARES TR (EFA) |
88,606 | -1,231 | $7,076 |
| EFA | 88,606 | -1,231 | $7,076 |
| VANGUARD WORLD FD (ESGV) |
73,648 | -5,175 | $6,863 |
| ESGV | 73,648 | -5,175 | $6,863 |
| ISHARES TR (ESGD) |
84,688 | -4,671 | $6,767 |
| ESGD | 84,688 | -4,671 | $6,767 |
| ISHARES GOLD TR (IAU) |
154,625 | +9 | $6,496 |
| IAU | 154,625 | +9 | $6,496 |
| NUSHARES ETF TR (NULV) |
164,644 | -4,977 | $6,398 |
| NULV | 164,644 | -4,977 | $6,398 |
| NVIDIA CORPORATION |
6,585 | -636 | $5,950 |
| NVDA | 6,585 | -636 | $5,950 |
| AMERICAN CENTY ETF TR (AVES) |
121,496 | +116,061 | $5,758 |
| AVES | 121,496 | +116,061 | $5,758 |
| VANGUARD INDEX FDS (VOO) |
11,458 | +129 | $5,508 |
| VOO | 11,458 | +129 | $5,508 |
| AMAZON COM INC |
28,126 | +1,479 | $5,073 |
| AMZN | 28,126 | +1,479 | $5,073 |
| NUSHARES ETF TR (NUSC) |
115,466 | -1,363 | $4,802 |
| NUSC | 115,466 | -1,363 | $4,802 |
| VANGUARD TAX MANAGED FDS (VEA) |
94,414 | +9,122 | $4,737 |
| VEA | 94,414 | +9,122 | $4,737 |
| PROCTER AND GAMBLE CO |
28,011 | -43 | $4,545 |
| PG | 28,011 | -43 | $4,545 |
| ISHARES TR (XVV) |
110,078 | -2,356 | $4,435 |
| XVV | 110,078 | -2,356 | $4,435 |
| AMERICAN CENTY ETF TR (AVUV) |
45,431 | +40,825 | $4,257 |
| AVUV | 45,431 | +40,825 | $4,257 |
| ISHARES TR (CRBN) |
22,646 | -1,082 | $4,065 |
| CRBN | 22,646 | -1,082 | $4,065 |
| ALPHABET INC |
23,300 | -1,175 | $3,548 |
| GOOG | 23,300 | -1,175 | $3,548 |
| ISHARES TR (ACWI) |
31,876 | +551 | $3,510 |
| ACWI | 31,876 | +551 | $3,510 |
| VANGUARD INDEX FDS (VTI) |
12,289 | +1,424 | $3,194 |
| VTI | 12,289 | +1,424 | $3,194 |
| ALPHABET INC |
20,250 | +2,587 | $3,056 |
| GOOGL | 20,250 | +2,587 | $3,056 |
| SCHWAB STRATEGIC TR |
73,357 | -4,952 | $2,862 |
| SCHF | 73,357 | -4,952 | $2,862 |
| PEPSICO INC |
15,785 | +130 | $2,763 |
| PEP | 15,785 | +130 | $2,763 |
 BERKSHIRE HATHAWAY INC DEL |
$2,476 | ||
| BRK.B | 5,889 | +1,527 | $2,476 |
| LINDE PLC |
5,168 | UNCH | $2,400 |
| LIN | 5,168 | UNCH | $2,400 |
| LILLY ELI & CO |
3,078 | -91 | $2,395 |
| LLY | 3,078 | -91 | $2,395 |
| ISHARES TR (EEM) |
57,915 | -5,833 | $2,379 |
| EEM | 57,915 | -5,833 | $2,379 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
54,910 | -10,348 | $2,294 |
| VWO | 54,910 | -10,348 | $2,294 |
| JPMORGAN CHASE & CO |
11,033 | -152 | $2,210 |
| JPM | 11,033 | -152 | $2,210 |
| META PLATFORMS INC |
4,245 | -152 | $2,061 |
| META | 4,245 | -152 | $2,061 |
| MERCK & CO INC |
14,631 | -316 | $1,931 |
| MRK | 14,631 | -316 | $1,931 |
| COCA COLA CO |
31,295 | +939 | $1,915 |
| KO | 31,295 | +939 | $1,915 |
| DELL TECHNOLOGIES INC |
16,765 | +114 | $1,913 |
| DELL | 16,765 | +114 | $1,913 |
| SCHWAB STRATEGIC TR |
30,106 | -1,417 | $1,838 |
| SCHB | 30,106 | -1,417 | $1,838 |
| WALKER & DUNLOP INC |
18,122 | +12,752 | $1,831 |
| WD | 18,122 | +12,752 | $1,831 |
| ADVANCED MICRO DEVICES INC |
9,975 | +9,975 | $1,800 |
| AMD | 9,975 | +9,975 | $1,800 |
See Full List: All Stocks Held By BSW Wealth Partners
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By BSW Wealth Partners
|
Size ($ in 1000's)
At 03/31/2024: $590,306 At 12/31/2023: $504,292 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 |
