BSW Wealth Partners holdings history

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574 is the total number of securities BSW Wealth Partners has owned. The longest BSW Wealth Partners has owned a single stock is 42 quarters.

BSW Wealth Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR CORE S&P500...42422.44%15.65%22.58%Q2 2013Q3 202342
EFA ISHARES TR MSCI EAFE I...42421.41%12.60%30.88%Q2 2013Q3 202342
SPY SPDR S&P 500 ETF TR TR...42422.70%8.79%18.47%Q2 2013Q3 202342
IWM ISHARES TR RUSSELL 200...42422.00%3.30%7.36%Q2 2013Q3 202342
ACWI ISHARES TR MSCI ACWI INDX42420.59%0.96%3.48%Q2 2013Q3 202342
KO COCA COLA CO COM42420.36%0.60%1.01%Q2 2013Q3 202342
DIS DISNEY WALT CO COM DISNEY42420.26%0.54%0.86%Q2 2013Q3 202342
XOM EXXON MOBIL CORP COM42420.12%0.51%1.37%Q2 2013Q3 202342
PDM PIEDMONT OFFICE REALTY...42420.06%0.44%1.73%Q2 2013Q3 202342
PEP PEPSICO INC COM42420.14%0.44%0.86%Q2 2013Q3 202342
AGG ISHARES TR CORE US AGG...42420.08%0.44%1.31%Q2 2013Q3 202342
TRV TRAVELERS COMPANIES IN...42420.11%0.38%0.61%Q2 2013Q3 202342
PFE PFIZER INC COM42420.17%0.34%0.89%Q2 2013Q3 202342
VFC V F CORP COM42420.04%0.33%0.63%Q2 2013Q3 202342
IBM INTERNATIONAL BUSINESS...42420.13%0.31%0.68%Q2 2013Q3 202342
CVX CHEVRON CORP NEW COM42420.09%0.26%0.68%Q2 2013Q3 202342
GWW GRAINGER W W INC COM42420.08%0.24%0.48%Q2 2013Q3 202342
JNJ JPMORGAN CHASE & CO COM42420.10%0.22%0.46%Q2 2013Q3 202342
VT VANGUARD INTL EQUITY I...42420.12%0.22%0.64%Q2 2013Q3 202342
C CITIGROUP INC COM NEW42420.07%0.20%0.31%Q2 2013Q3 202342
VV VANGUARD INDEX FDS LAR...42420.11%0.17%0.25%Q2 2013Q3 202342
IJH ISHARES TR CORE S&P MC...41412.07%4.32%9.52%Q3 2013Q3 202341
SCHZ SCHWAB STRATEGIC TR US...41410.06%2.83%7.29%Q2 2013Q2 202341
SCHF SCHWAB STRATEGIC TR IN...39390.23%1.24%8.01%Q1 2014Q3 202339
SCHB SCHWAB STRATEGIC TR US...39390.19%0.42%0.76%Q1 2014Q3 202339
JPM JPMORGAN CHASE & CO COM3220.17%0.34%0.54%Q2 2013Q3 202337
EFG ISHARES TR MSCI GRW IDX36360.07%0.50%2.23%Q2 2013Q1 202236
SCHX SCHWAB STRATEGIC TR US...36360.08%0.19%0.45%Q4 2014Q3 202336
EEM ISHARES TR MSCI EMG MK...3310.26%2.17%10.52%Q2 2013Q3 202335
VB VANGUARD INDEX FDS SMA...1470.06%0.31%1.03%Q2 2013Q3 202335
PG PROCTER & GAMBLE CO COM34340.14%0.95%1.64%Q2 2015Q3 202334
MRK MERCK & CO INC NEW COM34340.11%0.23%0.36%Q2 2015Q3 202334
DHR DANAHER CORPORATION COM34340.12%0.20%0.43%Q2 2015Q3 202334
GE GENERAL ELECTRIC CO COM33330.06%0.44%1.25%Q2 2013Q2 202133
VEA VANGUARD TAX MANAGED I...32320.82%2.47%6.52%Q4 2015Q3 202332
IAU ISHARES GOLD TRUST ISH...32320.88%2.06%7.73%Q2 2013Q1 202132
VWO VANGUARD INTL EQUITY I...32320.14%0.82%3.01%Q4 2015Q3 202332
GLD SPDR GOLD TRUST GOLD SHS3110.12%0.50%4.94%Q2 2013Q3 202332
SCHE SCHWAB STRATEGIC TR EM...3110.16%0.47%0.92%Q4 2014Q3 202332
INTC INTEL CORP COM32320.10%0.16%0.31%Q4 2015Q3 202332
GOOG ALPHABET INC CAP STK C...3010.01%0.29%0.75%Q4 2015Q3 202331
LLY LILLY ELI & CO COM30300.15%0.22%0.38%Q2 2016Q3 202330
A AGILENT TECHNOLOGIES I...30300.11%0.17%0.28%Q2 2016Q3 202330
GOOGL ALPHABET INC CAP STK CL A29290.01%0.38%0.91%Q3 2016Q3 202329
VO VANGUARD INDEX FDS MID...2090.09%0.27%1.59%Q4 2015Q3 202329
IEFA ISHARES TR CORE MSCI EAFE28284.25%9.37%17.69%Q4 2016Q3 202328
IEMG ISHARES INC CORE MSCI ...28281.95%3.45%5.05%Q4 2016Q3 202328
AAPL APPLE INC COM1610.55%2.32%5.22%Q4 2015Q3 202328
MSFT MICROSOFT CORP COM28280.11%0.69%1.73%Q4 2016Q3 202328
BRKB BERKSHIRE HATHAWAY INC...1610.16%0.30%0.36%Q4 2015Q3 202328
AMGN AMGEN INC COM1610.12%0.19%0.27%Q4 2015Q3 202328
BMY BRISTOL MYERS SQUIBB C...2620.08%0.13%0.21%Q2 2015Q3 202328
PHYS SPROTT PHYSICAL GOLD T...2530.06%0.10%0.39%Q4 2014Q3 202328
HON HONEYWELL INTL INC COM2610.08%0.14%0.28%Q3 2015Q3 202327
ITW ILLINOIS TOOL WKS INC COM27270.08%0.11%0.18%Q1 2017Q3 202327
EPD ENTERPRISE PRODS PARTN...810.06%0.11%0.20%Q2 2013Q3 202327
ABBV ABBVIE INC COM26260.09%0.22%0.39%Q2 2017Q3 202326
PNC PNC FINL SVCS GROUP IN...26260.09%0.14%0.19%Q2 2017Q3 202326
CL COLGATE PALMOLIVE CO COM26260.06%0.10%0.13%Q2 2017Q3 202326
V VISA INC COM CL A1910.08%0.18%0.25%Q4 2015Q3 202325
HPT HOSPITALITY PPTYS TR C...25250.09%0.17%0.34%Q2 2013Q2 201925
CVS CVS HEALTH CORP COM1220.05%0.11%0.17%Q3 2015Q3 202325
COLB COLUMBIA BKG SYS INC COM24240.05%0.16%0.50%Q4 2017Q3 202324
MDT MEDTRONIC PLC SHS24240.07%0.13%0.19%Q4 2017Q3 202324
TFI SPDR SER TR NUVN BRCLY...1940.06%1.52%2.64%Q1 2016Q1 202223
USB US BANCORP DEL COM NEW1230.04%0.09%0.18%Q4 2016Q3 202323
PX PRAXAIR INC COM22220.19%0.39%0.55%Q2 2013Q3 201822
QQQ INVESCO QQQ TRUST22220.11%0.20%0.54%Q2 2018Q3 202322
TIP ISHARES TR TIPS BD ETF22220.10%0.19%0.27%Q2 2013Q3 201822
VTI VANGUARD INDEX FDS TOT...1930.07%0.18%0.93%Q1 2018Q3 202322
KRE SPDR SER TR1390.06%0.09%0.13%Q4 2016Q4 202222
SCHM SCHWAB STRATEGIC TR US...1610.04%0.09%0.14%Q4 2016Q1 202322
NUSC NUSHARES ETF TR NUVEEN...21210.24%1.21%1.90%Q3 2018Q3 202321
AMZN AMAZON COM INC COM1650.08%0.57%1.06%Q2 2018Q3 202321
T AT&T INC COM1420.07%0.16%0.34%Q2 2013Q3 202321
MVIS MICROVISION INC DEL CO...1920.01%0.09%0.32%Q2 2018Q3 202321
CRBN ISHARES TR MSCI LW CRB TG20200.75%1.61%3.39%Q4 2018Q3 202320
ESGD ISHARES TR ESG MSCI EAFE20200.48%1.17%3.59%Q4 2018Q3 202320
VOO VANGUARD INDEX FDS S&P...20200.53%1.16%1.74%Q4 2018Q3 202320
COST COSTCO WHSL CORP NEW COM1910.08%0.15%0.21%Q3 2018Q3 202320
ORCL ORACLE CORP COM1820.09%0.14%0.23%Q2 2018Q3 202320
ALL ALLSTATE CORP COM1610.07%0.09%0.12%Q4 2017Q3 202320
SHM SPDR SER TR NUVN BR SH...19190.05%1.76%2.63%Q1 2016Q3 202019
FB META PLATFORMS INC1810.08%0.22%0.37%Q3 2017Q3 202319
DELL DELL TECHNOLOGIES INC ...19190.07%0.16%0.26%Q1 2019Q3 202319
NVDA NVIDIA CORPORATION18180.09%0.35%0.68%Q2 2019Q3 202318
COBZ COBIZ FINANCIAL INC COM18180.11%0.33%0.58%Q2 2013Q3 201718
HD HOME DEPOT INC COM18180.12%0.25%0.42%Q2 2019Q3 202318
UNP UNION PACIFIC CORP COM1510.08%0.14%0.23%Q3 2018Q3 202318
HASI HANNON ARMSTRONG SUST ...1260.04%0.12%0.20%Q2 2018Q1 202318
CSCO CISCO SYS INC COM18180.06%0.11%0.20%Q2 2019Q3 202318
ASX ASE TECHNOLOGY HOLDING...18180.02%0.06%0.10%Q2 2019Q3 202318
LIN LINDE PLC SHS17170.32%0.43%0.56%Q4 2018Q4 202217
ABT ABBOTT LABS COM1610.14%0.26%0.40%Q2 2019Q3 202317
MA MASTERCARD INCORPORATE...1610.07%0.25%0.38%Q3 2018Q3 202317
INTU INTUIT17170.15%0.22%0.31%Q3 2019Q3 202317
MCD MCDONALDS CORP COM1520.12%0.19%0.23%Q2 2019Q3 202317
UNH UNITEDHEALTH GROUP INC17170.09%0.18%0.26%Q3 2019Q3 202317
VZ VERIZON COMMUNICATIONS...17170.10%0.15%0.21%Q3 2019Q3 202317
IJR ISHARES TR CORE S&P SC...1110.05%0.12%0.21%Q4 2016Q3 202317
WMT WALMART INC17170.07%0.10%0.12%Q3 2019Q3 202317
FSLR FIRST SOLAR INC COM1110.04%0.10%0.17%Q1 2018Q2 202317
NEE NEXTERA ENERGY INC17170.07%0.10%0.13%Q3 2019Q3 202317
MJ ETF MANAGERS TR17170.01%0.06%0.12%Q3 2019Q3 202317
SUB ISHARES TR SHRT NAT MU...1150.08%0.43%1.07%Q4 2017Q2 202316
TSLA TESLA INC COM1420.02%0.22%0.42%Q2 2019Q3 202316
NKE NIKE INC CL B1410.07%0.18%0.31%Q3 2018Q3 202316
ADSK AUTODESK INC COM1310.02%0.12%0.18%Q3 2018Q2 202316
SHW SHERWIN WILLIAMS CO1420.06%0.10%0.17%Q3 2019Q3 202316
PM PHILIP MORRIS INTL INC...1410.08%0.09%0.11%Q3 2017Q3 202316
BP BP PLC SPONSORED ADR1510.07%0.09%0.13%Q4 2015Q3 202316
MUB ISHARES TR NATIONAL MU...1140.20%0.41%1.09%Q4 2017Q3 202315
VBR VANGUARD INDEX FDS15150.09%0.34%0.61%Q1 2020Q3 202315
ASML ASML HOLDING N V N Y R...1410.10%0.25%0.36%Q3 2018Q3 202315
CRM SALESFORCE INC1410.09%0.20%0.33%Q3 2018Q3 202315
ADBE ADOBE SYSTEMS INCORPOR...1410.08%0.19%0.26%Q3 2018Q3 202315
SBUX STARBUCKS CORP COM1210.02%0.16%0.23%Q3 2018Q1 202315
PLD PROLOGIS INC COM1410.07%0.14%0.23%Q3 2018Q3 202315
PANW PALO ALTO NETWORKS INC...1010.02%0.12%0.20%Q3 2018Q1 202315
XYL XYLEM INC COM1110.02%0.11%0.20%Q3 2018Q2 202315
ARRY ARRAY BIOPHARMA INC COM1410.02%0.08%0.34%Q2 2013Q3 201715
LYG LLOYDS BANKING GROUP P...810.01%0.03%0.04%Q4 2017Q3 202315
TSM TAIWAN SEMICONDUCTOR M...14140.12%0.28%0.39%Q2 2020Q3 202314
ACN ACCENTURE PLC IRELAND14140.16%0.25%0.36%Q2 2020Q3 202314
QCOM QUALCOMM INC14140.11%0.20%0.30%Q2 2020Q3 202314
JD JD COM INC SPON ADR CL A1310.05%0.15%0.76%Q2 2015Q1 202314
AZN ASTRAZENECA PLC1210.05%0.14%0.24%Q4 2019Q3 202314
MDLZ MONDELEZ INTL INC14140.08%0.13%0.17%Q2 2020Q3 202314
VRSK VERISK ANALYTICS INC14140.06%0.13%0.18%Q2 2020Q3 202314
MKC MCCORMICK & CO INC COM...1210.04%0.12%0.19%Q3 2018Q2 202314
BDX BECTON DICKINSON & CO COM1110.05%0.10%0.15%Q3 2018Q3 202314
LOW LOWES COS INC14140.07%0.09%0.12%Q2 2020Q3 202314
ETSY ETSY INC COM1220.02%0.07%0.13%Q2 2019Q1 202314
SIVR ABRDN SILVER ETF TRUST730.04%0.06%0.08%Q4 2018Q3 202314
EMC E M C CORP MASS COM13130.70%1.09%1.40%Q2 2013Q2 201613
APPLE INC COM1030.35%0.58%0.86%Q2 2013Q3 201613
BERKSHIRE HATHAWAY INC...1030.15%0.22%0.28%Q2 2013Q3 201613
PYPL PAYPAL HLDGS INC COM1210.12%0.22%0.36%Q3 2018Q1 202313
AMGEN INC COM1030.07%0.19%0.27%Q2 2013Q3 201613
TMO THERMO FISHER SCIENTIF...13130.07%0.19%0.29%Q3 2020Q3 202313
ADP AUTOMATIC DATA PROCESS...1210.11%0.18%0.25%Q4 2019Q3 202313
AVGO BROADCOM INC13130.10%0.18%0.27%Q3 2020Q3 202313
AMT AMERICAN TOWER CORP NEW13130.06%0.14%0.21%Q3 2020Q3 202313
NVS NOVARTIS A G SPONSORED...1010.08%0.14%0.18%Q3 2015Q3 202313
AWK AMERICAN WTR WKS CO IN...1110.08%0.14%0.20%Q3 2018Q1 202313
PRU PRUDENTIAL FINL INC13130.08%0.13%0.19%Q3 2020Q3 202313
MDY SPDR S&P MIDCAP 400 ET...1210.06%0.09%0.22%Q4 2016Q3 202313
GILD GILEAD SCIENCES INC COM1120.03%0.09%0.14%Q2 2019Q3 202313
JPST JP MORGAN EXCHANGE TRA...12120.08%1.72%2.98%Q2 2018Q1 202112
SYLD CAMBRIA ETF TR SHSHLD ...12120.30%0.42%0.74%Q1 2014Q4 201612
DLS WISDOMTREE TR INTL SMC...12120.12%0.28%0.39%Q1 2014Q4 201612
BNDX VANGUARD CHARLOTTE FDS...1110.07%0.24%0.33%Q1 2016Q1 202312
ESML ISHARES TR12120.08%0.24%0.48%Q4 2020Q3 202312
AMAT APPLIED MATLS INC12120.12%0.19%0.34%Q4 2020Q3 202312
ECL ECOLAB INC12120.10%0.14%0.20%Q2 2020Q1 202312
ABB ABB LTD12120.07%0.13%0.18%Q2 2020Q1 202312
AXP AMERICAN EXPRESS CO12120.08%0.12%0.17%Q4 2020Q3 202312
SONY SONY GROUP CORPORATION12120.08%0.10%0.13%Q4 2020Q3 202312
TJX TJX COS INC NEW12120.07%0.10%0.14%Q4 2020Q3 202312
CMCSA COMCAST CORP NEW840.04%0.09%0.14%Q3 2019Q3 202312
JCI JOHNSON CTLS INTL PLC12120.05%0.09%0.14%Q4 2020Q3 202312
TFLO ISHARES TR12120.06%0.09%0.24%Q4 2020Q3 202312
BKNG BOOKING HOLDINGS INC12120.05%0.09%0.13%Q4 2020Q3 202312
MO ALTRIA GROUP INC COM410.05%0.08%0.10%Q2 2017Q4 202212
SHG SHINHAN FINANCIAL GROU...12120.05%0.07%0.10%Q4 2020Q3 202312
ADI ANALOG DEVICES INC COM910.02%0.06%0.10%Q2 2019Q3 202312
NMR NOMURA HLDGS INC SPONS...530.02%0.04%0.06%Q2 2019Q3 202312
VIG VANGUARD SPECIALIZED F...11110.09%0.15%0.22%Q1 2021Q3 202311
WAB WABTEC11110.06%0.14%0.19%Q1 2021Q3 202311
RJA SWEDISH EXPT CR CORP R...11110.06%0.13%0.76%Q4 2015Q2 201811
DE DEERE &CO11110.09%0.12%0.14%Q1 2021Q3 202311
TT TRANE TECHNOLOGIES PLC11110.08%0.11%0.15%Q3 2020Q1 202311
GIS GENERAL MLS INC11110.07%0.11%0.15%Q1 2021Q3 202311
SCHW SCHWAB CHARLES CORP11110.05%0.10%0.14%Q1 2021Q3 202311
ZTS ZOETIS INC11110.05%0.09%0.13%Q1 2021Q3 202311
KDP KEURIG DR PEPPER INC11110.06%0.09%0.12%Q1 2021Q3 202311
DD DUPONT DE NEMOURS INC11110.06%0.09%0.10%Q1 2021Q3 202311
TAK TAKEDA PHARMACEUTICAL ...11110.06%0.09%0.14%Q1 2021Q3 202311
SCHA SCHWAB STRATEGIC TR US...1010.05%0.09%0.27%Q4 2014Q3 202311
DEO DIAGEO PLC11110.06%0.08%0.12%Q1 2021Q3 202311
VDE VANGUARD WORLD FDS11110.06%0.08%0.10%Q1 2021Q3 202311
BFAM BRIGHT HORIZONS FAM SO...910.05%0.08%0.10%Q3 2018Q1 202311
SQ SQUARE INC CL A920.02%0.06%0.12%Q2 2019Q1 202311
GENN GENESIS HEALTHCARE INC...11110.02%0.06%0.12%Q2 2017Q4 201911
BBD BANCO BRADESCO S A920.02%0.03%0.04%Q3 2020Q3 202311
IAU ISHARES GOLD TR10101.22%1.50%1.85%Q2 2021Q3 202310
UL UNILEVER PLC10100.14%0.19%0.25%Q4 2020Q1 202310
DVMT DELL TECHNOLOGIES INC ...10100.14%0.17%0.19%Q3 2016Q4 201810
RAI REYNOLDS AMERICAN INC COM10100.13%0.16%0.20%Q1 2015Q2 201710
SIVB SVB FINL GROUP COM910.08%0.12%0.14%Q3 2018Q4 202210
APTV APTIV PLC10100.07%0.11%0.17%Q4 2020Q1 202310
MSCI MSCI INC COM910.06%0.11%0.15%Q3 2018Q1 202310
BAC BK OF AMERICA CORP910.06%0.10%0.14%Q2 2019Q1 202210
CIB BANCOLOMBIA S A10100.06%0.10%0.15%Q2 2021Q3 202310
ORA ORMAT TECHNOLOGIES INC...810.06%0.09%0.13%Q3 2018Q1 202310
ISRG INTUITIVE SURGICAL INC10100.05%0.08%0.11%Q1 2021Q2 202310
ETN EATON CORP PLC SHS810.06%0.08%0.10%Q3 2018Q1 202310
ATVI ACTIVISION BLIZZARD INC420.04%0.06%0.10%Q3 2020Q3 202310
WIT WIPRO LTD10100.03%0.05%0.08%Q2 2021Q3 202310
TEF TELEFONICA S A640.01%0.03%0.05%Q1 2021Q3 202310
SAN BANCO SANTANDER S.A.640.01%0.02%0.07%Q3 2020Q3 202310
IDV ISHARES TR DJ INTL SEL...991.16%2.04%2.79%Q2 2013Q2 20159
AXDX ACCELERATE DIAGNOSTICS...990.11%0.42%0.70%Q3 2013Q3 20159
VTIP VANGUARD MALVERN FDS S...990.23%0.29%0.33%Q4 2018Q4 20209
DOV DOVER CORP990.06%0.16%0.22%Q3 2021Q3 20239
SCHC SCHWAB STRATEGIC TR IN...990.08%0.13%0.21%Q4 2016Q4 20189
EWBC EAST WEST BANCORP INC990.05%0.13%0.16%Q1 2021Q1 20239
HAL HALLIBURTON CO COM540.05%0.12%0.23%Q2 2016Q3 20239
MS MORGAN STANLEY990.09%0.11%0.13%Q3 2021Q3 20239
OMCL OMNICELL INC990.07%0.11%0.14%Q1 2021Q1 20239
BK BANK NEW YORK MELLON CORP990.08%0.11%0.14%Q3 2021Q3 20239
MMC MARSH & MCLENNAN COS INC990.04%0.10%0.13%Q3 2021Q3 20239
WFC WELLS FARGO CO NEW COM990.08%0.10%0.12%Q4 2017Q4 20199
GS GOLDMAN SACHS GROUP INC990.08%0.09%0.11%Q3 2021Q3 20239
SPGI S&P GLOBAL INC610.04%0.09%0.18%Q2 2020Q2 20239
EQIX EQUINIX INC990.06%0.09%0.21%Q3 2021Q3 20239
IR INGERSOLL RAND INC990.06%0.08%0.10%Q3 2021Q3 20239
TROW PRICE T ROWE GROUP INC990.05%0.08%0.10%Q2 2020Q2 20229
GENERAL ELECTRIC CO990.06%0.07%0.10%Q3 2021Q3 20239
TLK P T TELEKOMUNIKASI IND...990.06%0.07%0.10%Q2 2021Q2 20239
HPE HEWLETT PACKARD ENTERP...990.06%0.07%0.09%Q3 2021Q3 20239
CCI CROWN CASTLE INTL CORP...990.04%0.07%0.09%Q3 2021Q3 20239
MET METLIFE INC810.04%0.07%0.09%Q2 2021Q3 20239
BBDO BANCO BRADESCO S A990.01%0.01%0.02%Q3 2021Q3 20239
DBEF DBX ETF TR XTRAK MSCI ...440.09%1.61%7.68%Q3 2015Q4 20178
TDIV FIRST TR EXCHANGE TRAD...880.35%0.38%0.42%Q3 2013Q2 20158
BLL BALL CORP COM310.06%0.35%1.23%Q2 2018Q3 20238
RDFN REDFIN CORP COM420.06%0.22%0.60%Q1 2019Q4 20218
VMW VMWARE INC880.11%0.12%0.18%Q4 2021Q3 20238
SPPP SPROTT PHYSICAL PLAT P...880.04%0.11%0.51%Q4 2014Q3 20168
SEDG SOLAREDGE TECHNOLOGIES...880.08%0.11%0.13%Q2 2021Q1 20238
BX BLACKSTONE INC880.07%0.10%0.14%Q4 2021Q3 20238
FIS FIDELITY NATL INFORMAT...880.07%0.10%0.13%Q4 2020Q3 20228
TFC TRUIST FINL CORP610.07%0.09%0.12%Q1 2021Q3 20238
NYT NEW YORK TIMES CO880.07%0.08%0.11%Q4 2020Q3 20228
NFLX NETFLIX INC880.05%0.08%0.10%Q4 2021Q3 20238
HXL HEXCEL CORP NEW COM510.06%0.08%0.09%Q3 2018Q1 20238
CPNG COUPANG INC880.05%0.07%0.14%Q4 2021Q3 20238
HCA HCA HEALTHCARE INC440.06%0.07%0.09%Q2 2021Q3 20238
ITOT ISHARES TR510.05%0.07%0.09%Q1 2021Q3 20238
TPIC TPI COMPOSITES INC440.03%0.06%0.12%Q4 2020Q4 20228
ANTM ELEVANCE HEALTH INC880.05%0.06%0.09%Q4 2021Q3 20238
CAT CATERPILLAR INC710.05%0.06%0.09%Q1 2021Q3 20238
MRNA MODERNA INC530.04%0.06%0.09%Q2 2021Q2 20238
EFX EQUIFAX INC320.05%0.06%0.07%Q4 2020Q2 20238
INFY INFOSYS LTD620.04%0.06%0.10%Q3 2021Q3 20238
KMB KIMBERLY-CLARK CORP880.04%0.06%0.08%Q4 2021Q3 20238
CHKP CHECK POINT SOFTWARE T...620.02%0.06%0.08%Q2 2019Q3 20238
RUN SUNRUN INC COM510.04%0.05%0.06%Q2 2019Q1 20238
CRSP CRISPR THERAPEUTICS AG...310.01%0.05%0.08%Q2 2019Q2 20238
KNDI KANDI TECHNOLOGIES GRO...440.02%0.03%0.05%Q4 2017Q4 20198
BBVA BANCO BILBAO VIZCAYA A...410.01%0.03%0.04%Q4 2020Q3 20238
XLE SELECT SECTOR SPDR TR ...610.12%5.59%7.04%Q2 2013Q1 20207
SCHR SCHWAB STRATEGIC TR IN...610.10%0.18%0.60%Q2 2017Q4 20227
DWDP DOWDUPONT INC COM ADDED770.09%0.14%0.18%Q3 2017Q1 20197
NVO NOVO-NORDISK A S520.08%0.14%0.20%Q3 2020Q3 20237
BABA ALIBABA GROUP HLDG LTD770.06%0.13%0.24%Q4 2019Q2 20217
VGT VANGUARD WORLD FDS410.04%0.09%0.22%Q4 2019Q2 20237
ITRI ITRON INC COM610.08%0.09%0.09%Q3 2018Q1 20237
CDNS CADENCE DESIGN SYSTEM INC770.06%0.08%0.08%Q1 2022Q3 20237
NXPI NXP SEMICONDUCTORS N V430.05%0.07%0.11%Q3 2021Q3 20237
RYI RYERSON HLDG CORP770.05%0.07%0.09%Q1 2022Q3 20237
TGT TARGET CORP610.06%0.07%0.08%Q2 2021Q3 20237
PEN PENUMBRA INC430.05%0.07%0.09%Q2 2021Q1 20237
FITB FIFTH THIRD BANCORP770.05%0.07%0.08%Q1 2021Q3 20227
IPGP IPG PHOTONICS CORP770.05%0.07%0.08%Q3 2021Q1 20237
IPG INTERPUBLIC GROUP COS INC520.04%0.07%0.10%Q2 2021Q1 20237
CBRE CBRE GROUP INC430.06%0.07%0.08%Q3 2021Q3 20237
SNPS SYNOPSYS INC770.05%0.06%0.10%Q1 2022Q3 20237
BEPC BROOKFIELD RENEWABLE CORP610.04%0.06%0.09%Q3 2021Q2 20237
HF SINCLAIR CORPORATION770.05%0.06%0.08%Q1 2022Q3 20237
FISV FISERV INC310.05%0.06%0.08%Q3 2021Q3 20237
MELI MERCADOLIBRE INC310.05%0.06%0.07%Q2 2021Q3 20237
HSY HERSHEY CO770.05%0.06%0.07%Q1 2022Q3 20237
IT GARTNER INC430.04%0.05%0.07%Q4 2021Q3 20237
NVTA INVITAE CORP610.01%0.02%0.06%Q2 2021Q2 20237
VTEB VANGUARD MUN BD FDS665.56%8.18%11.49%Q2 2022Q3 20236
VGK VANGUARD INTL EQUITY I...660.15%5.74%9.02%Q4 2013Q1 20156
VGIT VANGUARD SCOTTSDALE FDS663.49%4.25%5.73%Q2 2022Q3 20236
TFI SPDR SERIES TRUST NUVN...660.25%1.42%2.02%Q3 2014Q4 20156
SHM SPDR SERIES TRUST NUVN...660.30%1.41%1.93%Q3 2014Q4 20156
NULV NUSHARES ETF TR661.17%1.28%1.38%Q2 2022Q3 20236
DOCN DIGITALOCEAN HLDGS INC660.20%0.44%0.61%Q2 2022Q3 20236
USL UNITED STS 12 MONTH OI...660.18%0.26%0.34%Q2 2013Q3 20146
BP PLC SPONSORED ADR310.11%0.17%0.21%Q4 2013Q3 20166
WOLFSPEED INC660.11%0.13%0.16%Q4 2021Q1 20236
EMR EMERSON ELEC CO COM510.07%0.11%0.13%Q2 2015Q2 20216
BUD ANHEUSER BUSCH INBEV S...660.07%0.09%0.10%Q1 2021Q2 20226
CHTR CHARTER COMMUNICATIONS...660.07%0.08%0.11%Q1 2021Q2 20226
EQR EQUITY RESIDENTIAL660.06%0.08%0.10%Q1 2021Q2 20226
BLKB BLACKBAUD INC COM510.06%0.08%0.10%Q3 2018Q1 20226
IQV IQVIA HLDGS INC660.06%0.08%0.10%Q1 2021Q2 20226
SYNH SYNEOS HEALTH INC660.06%0.08%0.10%Q2 2021Q3 20226
LRCX LAM RESEARCH CORP410.06%0.08%0.10%Q2 2021Q3 20236
NOW SERVICENOW INC220.05%0.07%0.10%Q3 2021Q3 20236
INFO IHS MARKIT LTD330.06%0.07%0.08%Q2 2020Q4 20216
HMC HONDA MOTOR LTD310.05%0.07%0.10%Q4 2020Q2 20236
WPP WPP PLC NEW420.05%0.07%0.10%Q3 2021Q1 20236
SYY SYSCO CORP660.05%0.07%0.09%Q2 2022Q3 20236
CARR CARRIER GLOBAL CORPORA...510.06%0.06%0.08%Q1 2022Q3 20236
JKS JINKOSOLAR HLDG CO LTD510.04%0.06%0.09%Q2 2021Q1 20236
LBRT LIBERTY OILFIELD SVCS INC660.04%0.06%0.07%Q1 2022Q2 20236
SPWR SUNPOWER CORP COM310.02%0.05%0.09%Q1 2019Q2 20236
OMC OMNICOM GROUP INC330.05%0.05%0.08%Q3 2021Q2 20236
RTX RAYTHEON TECHNOLOGIES ...330.05%0.05%0.06%Q4 2021Q2 20236
UMC UNITED MICROELECTRONIC...510.01%0.03%0.05%Q2 2020Q3 20236
LPL LG DISPLAY CO LTD420.01%0.02%0.02%Q1 2022Q3 20236
JAGG JP MORGAN EXCHANGE TRA...550.20%3.13%4.26%Q3 2019Q3 20205
MGEN MIRAGEN THERAPEUTICS I...320.02%0.76%3.54%Q3 2017Q4 20185
DON WISDOMTREE TR MIDCAP D...410.41%0.61%0.79%Q3 2015Q4 20165
ESGE ISHARES INC ESG MSCI E...410.13%0.32%0.74%Q4 2018Q3 20235
DSI ISHARES TR MSCI KLD400...550.11%0.23%0.68%Q4 2018Q4 20195
IWF ISHARES TR550.14%0.17%0.19%Q3 2022Q3 20235
IWD ISHARES TR550.11%0.12%0.13%Q3 2022Q3 20235
DD DU PONT E I DE NEMOURS...410.10%0.11%0.12%Q4 2015Q2 20175
RDSA ROYAL DUTCH SHELL PLC ...550.09%0.09%0.10%Q3 2017Q3 20185
WPM WHEATON PRECIOUS METAL...550.07%0.08%0.10%Q2 2020Q2 20215
IFF INTERNATIONAL FLAVORS&...550.07%0.08%0.09%Q1 2022Q1 20235
LNC LINCOLN NATL CORP IND550.06%0.08%0.09%Q1 2021Q1 20225
UN UNILEVER N V N Y SHS NEW210.00%0.08%0.14%Q3 2018Q3 20205
IBN ICICI BANK LIMITED550.06%0.07%0.10%Q3 2022Q3 20235
ENPH ENPHASE ENERGY INC550.04%0.07%0.12%Q2 2022Q2 20235
PWR QUANTA SVCS INC550.07%0.07%0.08%Q3 2022Q3 20235
ICSH ISHARES TR550.06%0.07%0.09%Q2 2022Q2 20235
STAA STAAR SURGICAL CO320.04%0.07%0.11%Q1 2022Q2 20235
STLD STEEL DYNAMICS INC320.05%0.07%0.11%Q4 2021Q2 20235
BSX BOSTON SCIENTIFIC CORP550.05%0.07%0.08%Q3 2022Q3 20235
SLV ISHARES SILVER TR550.06%0.07%0.08%Q1 2021Q1 20225
FMC FMC CORP550.05%0.06%0.07%Q2 2022Q2 20235
IWB ISHARES TR550.06%0.06%0.07%Q3 2022Q3 20235
PHG KONINKLIJKE PHILIPS N ...410.02%0.06%0.17%Q3 2018Q4 20195
AIG AMERICAN INTL GROUP INC550.05%0.06%0.07%Q3 2022Q3 20235
KOF COCA-COLA FEMSA SAB DE CV410.05%0.06%0.07%Q1 2022Q3 20235
EW EDWARDS LIFESCIENCES CORP550.05%0.06%0.07%Q3 2021Q3 20225
CSX CSX CORP320.05%0.06%0.08%Q4 2020Q2 20235
PBW POWERSHARES ETF TRUST ...550.06%0.06%0.06%Q2 2013Q2 20145
CI THE CIGNA GROUP550.05%0.06%0.07%Q3 2022Q3 20235
CGC CANOPY GROWTH CORP550.02%0.06%0.11%Q1 2021Q1 20225
TMUS T-MOBILE US INC550.05%0.05%0.06%Q3 2022Q3 20235
BGB BLACKSTONE GSO STRATEG...550.05%0.05%0.06%Q4 2018Q4 20195
MSI MOTOROLA SOLUTIONS INC210.04%0.05%0.06%Q1 2021Q2 20235
LQD ISHARES TR320.04%0.05%0.06%Q4 2021Q1 20235
KHC KRAFT HEINZ CO320.04%0.05%0.06%Q1 2022Q2 20235
DLR DIGITAL RLTY TR INC COM320.03%0.05%0.06%Q2 2019Q2 20235
STM STMICROELECTRONICS N V...320.03%0.04%0.06%Q2 2019Q2 20235
ABEV AMBEV SA SPONSORED ADR410.01%0.03%0.04%Q3 2017Q3 20215
PACB PACIFIC BIOSCIENCES CA...550.01%0.02%0.03%Q2 2022Q2 20235
CIK CREDIT SUISSE ASSET MG...550.02%0.02%0.03%Q3 2021Q3 20225
MGV VANGUARD WORLD FD445.92%6.34%6.78%Q4 2022Q3 20234
AOR ISHARES TR441.33%1.41%1.51%Q4 2022Q3 20234
ESGV VANGUARD WORLD FD441.01%1.16%1.24%Q4 2022Q3 20234
XVV ISHARES TR440.71%0.76%0.80%Q4 2022Q3 20234
IDEV ISHARES TR440.05%0.60%2.26%Q4 2022Q3 20234
RALY RALLY SOFTWARE DEV COR...440.42%0.49%0.55%Q2 2014Q1 20154
ISCF ISHARES TR440.34%0.35%0.36%Q4 2022Q3 20234
SPDW SPDR INDEX SHS FDS440.32%0.32%0.33%Q4 2022Q3 20234
VBK VANGUARD INDEX FDS440.28%0.28%0.30%Q4 2022Q3 20234
AAL AMERICAN AIRLS GROUP I...440.09%0.18%0.38%Q1 2018Q4 20184
GSK GLAXOSMITHKLINE PLC440.10%0.11%0.13%Q3 2021Q2 20224
QQQ POWERSHARES QQQ TRUST ...440.09%0.10%0.13%Q2 2017Q1 20184
WM WASTE MGMT INC DEL440.07%0.08%0.10%Q4 2020Q3 20214
CREE CREE INC440.06%0.08%0.09%Q4 2020Q3 20214
SIVR ETFS SILVER TR SILVER SHS440.07%0.08%0.09%Q4 2017Q3 20184
AMD ADVANCED MICRO DEVICES...440.05%0.08%0.10%Q4 2021Q3 20224
CHGX ETF SER SOLUTIONS440.07%0.07%0.08%Q3 2020Q2 20214
ILMN ILLUMINA INC COM210.01%0.07%0.10%Q3 2018Q1 20214
KB KB FINL GROUP INC210.05%0.07%0.07%Q1 2021Q4 20224
AU ANGLOGOLD ASHANTI LIMITED440.05%0.07%0.08%Q3 2021Q2 20224
UBER UBER TECHNOLOGIES INC310.04%0.06%0.08%Q3 2022Q3 20234
PPLT ABERDEEN STD PLATINUM ...310.05%0.06%0.09%Q1 2021Q1 20224
PAYX PAYCHEX INC310.06%0.06%0.07%Q1 2021Q3 20224
FTNT FORTINET INC210.02%0.06%0.10%Q3 2019Q2 20234
MBT MOBILE TELESYSTEMS PJSC440.03%0.06%0.08%Q3 2020Q2 20214
SCHP SCHWAB STRATEGIC TR440.06%0.06%0.06%Q2 2021Q1 20224
GPC GENUINE PARTS CO440.05%0.06%0.06%Q3 2022Q2 20234
COF CAPITAL ONE FINL CORP440.05%0.06%0.07%Q2 2021Q1 20224
RPM RPM INTL INC440.04%0.06%0.07%Q4 2022Q3 20234
SYK STRYKER CORPORATION440.04%0.05%0.06%Q4 2022Q3 20234
AZO AUTOZONE INC440.05%0.05%0.06%Q3 2022Q2 20234
CB CHUBB LIMITED440.04%0.05%0.07%Q4 2022Q3 20234
ARE ALEXANDRIA REAL ESTATE...310.04%0.05%0.07%Q4 2021Q4 20224
DBI DESIGNER BRANDS INC440.03%0.05%0.06%Q1 2022Q4 20224
SK TELECOM LTD220.04%0.05%0.06%Q1 2022Q2 20234
GSK PLC440.05%0.05%0.07%Q3 2022Q2 20234
MCO MOODYS CORP440.05%0.05%0.06%Q4 2022Q3 20234
LEVI LEVI STRAUSS & CO NEW440.05%0.05%0.05%Q2 2022Q1 20234
URI UNITED RENTALS INC440.04%0.05%0.05%Q4 2022Q3 20234
UNFI UNITED NAT FOODS INC COM210.00%0.05%0.10%Q4 2017Q3 20194
LUMN LUMEN TECHNOLOGIES INC310.03%0.04%0.05%Q2 2021Q4 20224
CHD CHURCH & DWIGHT INC COM210.00%0.04%0.06%Q4 2018Q2 20234
VIV TELEFONICA BRASIL SA440.03%0.03%0.03%Q4 2022Q3 20234
AEG AEGON N V NY REGISTRY SHS310.02%0.02%0.03%Q2 2019Q2 20204
EDIT EDITAS MEDICINE INC COM220.01%0.02%0.03%Q2 2019Q3 20224
NATWEST GROUP PLC440.02%0.02%0.02%Q3 2022Q2 20234
LINDE PLC330.41%0.44%0.47%Q1 2023Q3 20233
PID POWERSHARES ETF TRUST ...330.29%0.38%0.44%Q2 2013Q4 20133
ZEVIA PBC330.08%0.23%0.32%Q1 2023Q3 20233
GOOGL GOOGLE INC CL A210.12%0.16%0.20%Q4 2013Q3 20153
BA BOEING CO330.11%0.12%0.13%Q4 2020Q2 20213
SKM SK TELECOM LTD330.08%0.10%0.13%Q1 2021Q3 20213
WD WALKER & DUNLOP INC330.08%0.09%0.09%Q1 2023Q3 20233
STZ CONSTELLATION BRANDS INC330.07%0.08%0.10%Q1 2023Q3 20233
UPS UNITED PARCEL SERVICE INC330.08%0.08%0.08%Q2 2021Q4 20213
LHCG LHC GROUP INC210.07%0.08%0.09%Q2 2021Q1 20223
ES EVERSOURCE ENERGY330.07%0.08%0.08%Q3 2020Q1 20213
PPG PPG INDS INC330.07%0.07%0.08%Q3 2020Q1 20213
JBHT HUNT J B TRANS SVCS INC330.06%0.07%0.08%Q3 2021Q1 20223
MU MICRON TECHNOLOGY INC330.06%0.07%0.08%Q2 2021Q4 20213
SWCH SWITCH INC330.06%0.07%0.07%Q1 2022Q3 20223
PEGI PATTERN ENERGY GROUP I...210.05%0.07%0.09%Q2 2017Q3 20193
STRL STERLING INFRASTRUCTUR...330.04%0.06%0.09%Q1 2023Q3 20233
AERI AERIE PHARMACEUTICALS INC330.04%0.06%0.08%Q1 2022Q3 20223
FERG FERGUSON PLC NEW330.05%0.06%0.06%Q1 2023Q3 20233
IVW ISHARES TR330.05%0.06%0.06%Q3 2021Q1 20223
PSA PUBLIC STORAGE330.05%0.06%0.06%Q1 2022Q3 20223
CSIQ CANADIAN SOLAR INC330.05%0.05%0.06%Q2 2022Q4 20223
VTV VANGUARD INDEX FDS210.05%0.05%0.05%Q1 2022Q3 20233
FNB F N B CORP330.05%0.05%0.05%Q1 2023Q3 20233
WF WOORI FINL GROUP INC330.04%0.05%0.05%Q4 2022Q2 20233
PNR PENTAIR PLC330.04%0.05%0.05%Q1 2023Q3 20233
VOD VODAFONE GROUP PLC NEW330.04%0.04%0.04%Q4 2022Q2 20233
CCU COMPANIA CERVECERIAS U...330.03%0.04%0.04%Q1 2023Q3 20233
SMFG SUMITOMO MITSUI FINL G...210.02%0.03%0.04%Q2 2018Q3 20213
STKL SUNOPTA INC COM210.01%0.02%0.04%Q4 2017Q3 20193
PTRA PROTERRA INC330.01%0.01%0.01%Q4 2022Q2 20233
AMERICAN CENTY ETF TR223.93%4.05%4.16%Q2 2022Q3 20222
SCZ ISHARES TR EAFE SML CP...220.10%1.56%3.03%Q4 2018Q1 20192
VYM VANGUARD WHITEHALL FDS...220.73%0.75%0.76%Q1 2015Q2 20152
PCBK PACIFIC CONTINENTAL CO...220.23%0.42%0.62%Q2 2017Q3 20172
BSV VANGUARD BD INDEX FD I...220.24%0.28%0.31%Q2 2016Q3 20162
MTN VAIL RESORTS INC COM220.19%0.19%0.19%Q3 2013Q4 20132
UTX UNITED TECHNOLOGIES CO...220.14%0.15%0.16%Q2 2015Q3 20152
SAP SAP SE SPON ADR220.09%0.11%0.14%Q2 2018Q3 20182
BRZU DIREXION SHS ETF TR BR...220.09%0.11%0.14%Q3 2015Q4 20152
CTVA CORTEVA INC110.08%0.11%0.14%Q2 2021Q3 20232
XJR ISHARES TR220.09%0.09%0.10%Q4 2022Q1 20232
BIIB BIOGEN INC COM110.04%0.09%0.14%Q3 2018Q4 20222
ALC ALCON INC220.09%0.09%0.09%Q4 2022Q1 20232
SVC SERVICE PPTYS TR220.08%0.09%0.10%Q3 2019Q4 20192
PUMP PROPETRO HLDG CORP220.07%0.09%0.11%Q1 2022Q2 20222
YNDX YANDEX N V220.06%0.09%0.11%Q2 2021Q3 20212
SHOP SHOPIFY INC220.06%0.08%0.10%Q1 2021Q2 20212
WAT WATERS CORP COM110.06%0.08%0.10%Q3 2018Q2 20212
RY ROYAL BK CDA MONTREAL ...110.07%0.07%0.08%Q3 2018Q4 20202
DXC DXC TECHNOLOGY CO220.06%0.07%0.08%Q1 2022Q2 20222
HSBC HSBC HLDGS PLC220.07%0.07%0.07%Q1 2022Q2 20222
BNS BANK NOVA SCOTIA B C220.06%0.07%0.08%Q1 2021Q2 20212
CS CREDIT SUISSE GROUP220.06%0.07%0.07%Q3 2020Q4 20202
CAJ CANON INC220.06%0.06%0.07%Q3 2022Q4 20222
MTOR MERITOR INC220.05%0.06%0.07%Q1 2022Q2 20222
AMP AMERIPRISE FINL INC220.06%0.06%0.06%Q1 2021Q2 20212
WY WEYERHAEUSER CO MTN BE220.06%0.06%0.06%Q4 2021Q1 20222
LYV LIVE NATION ENTERTAINM...110.05%0.06%0.06%Q4 2021Q3 20222
EQNR EQUINOR ASA220.05%0.06%0.06%Q2 2020Q3 20202
CHT CHUNGHWA TELECOM CO LTD110.06%0.06%0.06%Q2 2022Q4 20222
ALB ALBEMARLE CORP220.05%0.06%0.06%Q1 2022Q2 20222
CME CME GROUP INC110.05%0.05%0.06%Q3 2022Q3 20232
ESGG FLEXSHARES TR220.05%0.05%0.05%Q4 2021Q1 20222
MMP MAGELLAN MIDSTREAM PRT...220.04%0.05%0.05%Q1 2023Q2 20232
PGR PROGRESSIVE CORP110.04%0.05%0.05%Q1 2023Q3 20232
MHO M/I HOMES INC220.04%0.04%0.04%Q2 2023Q3 20232
OLED UNIVERSAL DISPLAY CORP...220.04%0.04%0.04%Q2 2019Q3 20192
TS TENARIS S A220.04%0.04%0.05%Q3 2020Q4 20202
MLHR MILLER HERMAN INC COM220.04%0.04%0.04%Q2 2019Q3 20192
BCS BARCLAYS PLC220.03%0.03%0.04%Q3 2020Q4 20202
NIO NIO INC110.03%0.03%0.03%Q4 2022Q3 20232
HRZN HORIZON TECHNOLOGY FIN...220.03%0.03%0.03%Q1 2023Q2 20232
HAIN HAIN CELESTIAL GROUP I...220.02%0.02%0.02%Q2 2019Q3 20192
SCHN SCHNITZER STL INDS CL A220.02%0.02%0.02%Q2 2019Q3 20192
HPP HUDSON PAC PPTYS INC220.01%0.02%0.02%Q1 2023Q2 20232
CWT CALIFORNIA WTR SVC GRO...220.02%0.02%0.02%Q2 2019Q3 20192
LI-CYCLE HOLDINGS CORP220.02%0.02%0.02%Q1 2023Q2 20232
SRPT SAREPTA THERAPEUTICS I...220.01%0.02%0.02%Q2 2019Q3 20192
ITUB ITAU UNIBANCO HLDG S A220.01%0.01%0.02%Q4 2021Q1 20222
CARIBOU BIOSCIENCES INC220.01%0.01%0.02%Q1 2023Q2 20232
IKAN IKANOS COMMUNICATIONS110.01%0.01%0.02%Q1 2014Q4 20142
SGEN SEATTLE GENETICS INC COM220.01%0.01%0.01%Q2 2019Q3 20192
NTUS NATUS MEDICAL INC DEL COM220.01%0.01%0.01%Q2 2019Q3 20192
AYI ACUITY BRANDS INC COM220.01%0.01%0.01%Q2 2019Q3 20192
MFG MIZUHO FINL GROUP INC110.01%0.01%0.01%Q4 2019Q2 20202
OSUR ORASURE TECHNOLOGIES I...220.01%0.01%0.01%Q2 2019Q3 20192
HOLX HOLOGIC INC COM220.01%0.01%0.01%Q2 2019Q3 20192
ZAYO ZAYO GROUP HLDGS INC COM220.01%0.01%0.01%Q2 2019Q3 20192
SOUNDHOUND AI INC220.01%0.01%0.01%Q2 2023Q3 20232
MIXT MIX TELEMATICS LTD SPO...220.01%0.01%0.01%Q2 2019Q3 20192
PSNL PERSONALIS INC220.00%0.01%0.01%Q1 2023Q2 20232
CLDX CELLDEX THERAPEUTICS I...220.00%0.00%0.00%Q2 2018Q3 20182
CLDX CELLDEX THERAPEUTICS I...220.00%0.00%0.00%Q2 2019Q3 20192
HNRG HALLADOR ENERGY COMPAN...114.80%4.80%4.80%Q3 2016Q3 20161
HEFA ISHARES TR HDG MSCI EAFE114.66%4.66%4.66%Q4 2015Q4 20151
VNLA JANUS DETROIT STR TR H...112.73%2.73%2.73%Q3 2018Q3 20181
EES WISDOMTREE TR111.02%1.02%1.02%Q1 2020Q1 20201
ESGU ISHARES TR ESG MSCI US...110.68%0.68%0.68%Q4 2018Q4 20181
EAGG ISHARES TR110.65%0.65%0.65%Q2 2022Q2 20221
SDG ISHARES TR110.52%0.52%0.52%Q4 2022Q4 20221
IEI ISHARES TR110.39%0.39%0.39%Q4 2022Q4 20221
XLP SELECT SECTOR SPDR TR ...110.36%0.36%0.36%Q2 2013Q2 20131
VXUS VANGUARD STAR FDS110.29%0.29%0.29%Q1 2023Q1 20231
RMT ROYCE MICRO-CAP TR INC...110.21%0.21%0.21%Q2 2016Q2 20161
GNR SPDR INDEX SHS FDS GLB...110.20%0.20%0.20%Q2 2013Q2 20131
UMBF UMB FINL CORP110.19%0.19%0.19%Q3 2019Q3 20191
BND VANGUARD BD INDEX FDS110.16%0.16%0.16%Q1 2023Q1 20231
VCR VANGUARD WORLD FDS110.14%0.14%0.14%Q4 2019Q4 20191
REGN REGENERON PHARMACEUTIC...110.14%0.14%0.14%Q1 2016Q1 20161
SLB SCHLUMBERGER LTD COM110.13%0.13%0.13%Q2 2015Q2 20151
SPHD POWERSHARES ETF TR II ...110.13%0.13%0.13%Q1 2017Q1 20171
LULU LULULEMON ATHLETICA IN...110.12%0.12%0.12%Q3 2018Q3 20181
UMPQ UMPQUA HLDGS CORP COM110.12%0.12%0.12%Q3 2018Q3 20181
BRKA BERKSHIRE HATHAWAY INC...110.11%0.11%0.11%Q1 2020Q1 20201
SOMALOGIC INC110.11%0.11%0.11%Q1 2022Q1 20221
IR INGERSOLL-RAND PLC SHS110.11%0.11%0.11%Q3 2018Q3 20181
CELG CELGENE CORP COM110.11%0.11%0.11%Q3 2018Q3 20181
VEU VANGUARD INTL EQUITY I...110.10%0.10%0.10%Q4 2020Q4 20201
VHT VANGUARD WORLD FDS110.09%0.09%0.09%Q1 2023Q1 20231
HTGC HERCULES CAPITAL INC COM110.09%0.09%0.09%Q3 2018Q3 20181
INVESTMENT MANAGERS SE...110.09%0.09%0.09%Q4 2022Q4 20221
OI OWENS ILL INC COM NEW110.09%0.09%0.09%Q3 2018Q3 20181
BXP BOSTON PROPERTIES INC COM110.09%0.09%0.09%Q3 2018Q3 20181
DAR DARLING INGREDIENTS INC110.09%0.09%0.09%Q1 2023Q1 20231
HYD VANECK ETF TRUST110.08%0.08%0.08%Q3 2021Q3 20211
MXIM MAXIM INTEGRATED PRODS...110.08%0.08%0.08%Q3 2018Q3 20181
FTSM FIRST TR EXCHANGE-TRAD...110.08%0.08%0.08%Q4 2021Q4 20211
RS RELIANCE STEEL &ALUMIN...110.08%0.08%0.08%Q3 2023Q3 20231
BKCC BLACKROCK CAPITAL INVE...110.08%0.08%0.08%Q2 2017Q2 20171
RF REGIONS FINANCIAL CORP...110.07%0.07%0.07%Q3 2022Q3 20221
TXN TEXAS INSTRS INC110.07%0.07%0.07%Q4 2020Q4 20201
IUSV ISHARES TR110.07%0.07%0.07%Q1 2021Q1 20211
HDB HDFC BANK LTD110.07%0.07%0.07%Q3 2023Q3 20231
BMO BANK MONTREAL QUE110.07%0.07%0.07%Q1 2021Q1 20211
RCI ROGERS COMMUNICATIONS INC110.06%0.06%0.06%Q2 2021Q2 20211
KR KROGER CO110.06%0.06%0.06%Q1 2021Q1 20211
CPRT COPART INC110.06%0.06%0.06%Q3 2023Q3 20231
AFL AFLAC INC110.06%0.06%0.06%Q1 2022Q1 20221
SNAP SNAP INC110.06%0.06%0.06%Q3 2021Q3 20211
SNY SANOFI110.06%0.06%0.06%Q2 2021Q2 20211
SBSW SIBANYE STILLWATER LTD110.06%0.06%0.06%Q3 2023Q3 20231
TEN TENNECO INC110.06%0.06%0.06%Q1 2022Q1 20221
AOS SMITH A O CORP110.06%0.06%0.06%Q2 2021Q2 20211
EL LAUDER ESTEE COS INC110.06%0.06%0.06%Q4 2021Q4 20211
RELX RELX PLC110.06%0.06%0.06%Q3 2023Q3 20231
BR BROADRIDGE FINL SOLUTI...110.06%0.06%0.06%Q3 2022Q3 20221
SJR SHAW COMMUNICATIONS INC110.06%0.06%0.06%Q2 2021Q2 20211
DK DELEK US HLDGS INC NEW110.06%0.06%0.06%Q1 2022Q1 20221
FTSL FIRST TR EXCHANGE-TRAD...110.06%0.06%0.06%Q4 2021Q4 20211
WBK WESTPAC BANKING CORP110.05%0.05%0.05%Q3 2021Q3 20211
CVI CVR ENERGY INC110.05%0.05%0.05%Q1 2022Q1 20221
ALLY ALLY FINL INC110.05%0.05%0.05%Q1 2022Q1 20221
OTIS OTIS WORLDWIDE CORP110.05%0.05%0.05%Q3 2022Q3 20221
USO UNITED STATES OIL FUND...110.05%0.05%0.05%Q3 2017Q3 20171
SOXX ISHARES TR110.05%0.05%0.05%Q2 2022Q2 20221
SCHD SCHWAB STRATEGIC TR110.05%0.05%0.05%Q4 2021Q4 20211
WDAY WORKDAY INC110.05%0.05%0.05%Q3 2023Q3 20231
OKE ONEOK INC NEW110.05%0.05%0.05%Q4 2022Q4 20221
VER VEREIT INC110.04%0.04%0.04%Q3 2020Q3 20201
SPWH SPORTSMANS WHSE HLDGS INC110.04%0.04%0.04%Q1 2022Q1 20221
TMHC TAYLOR MORRISON HOME CORP110.04%0.04%0.04%Q2 2023Q2 20231
XLI SELECT SECTOR SPDR TR110.04%0.04%0.04%Q2 2023Q2 20231
GAB GABELLI EQUITY TR INC COM110.04%0.04%0.04%Q2 2017Q2 20171
KT KT CORP110.04%0.04%0.04%Q3 2023Q3 20231
GGN GAMCO GLOBAL GOLD NAT ...110.04%0.04%0.04%Q3 2017Q3 20171
GPS GAP INC110.04%0.04%0.04%Q1 2022Q1 20221
EXPR EXPRESS INC110.03%0.03%0.03%Q1 2022Q1 20221
ERIC ERICSSON110.02%0.02%0.02%Q4 2022Q4 20221
AMRC AMERESCO INC110.02%0.02%0.02%Q3 2019Q3 20191
NOK NOKIA CORP110.02%0.02%0.02%Q4 2022Q4 20221
BTG B2GOLD CORP110.02%0.02%0.02%Q2 2021Q2 20211
AUY YAMANA GOLD INC COM110.01%0.01%0.01%Q1 2018Q1 20181
AMAL AMALGAMATED BK NEW YOR...110.01%0.01%0.01%Q2 2019Q2 20191
TKC TURKCELL ILETISIM HIZM...110.01%0.01%0.01%Q4 2022Q4 20221
KC KINGSOFT CLOUD HLDGS LTD110.01%0.01%0.01%Q4 2022Q4 20221
GRAB HOLDINGS LIMITED110.01%0.01%0.01%Q4 2022Q4 20221
CORE SCIENTIFIC INC110.01%0.01%0.01%Q1 2023Q1 20231
PSTI PLURISTEM THERAPEUTICS...110.00%0.00%0.00%Q2 2022Q2 20221
ATHX ATHERSYS INC NEW110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including ISHARES TR CORE S&P500 ETF, ISHARES TR MSCI EAFE INDEX, and SPDR S&P 500 ETF TR TR UNIT, are the highest-conviction holdings of BSW Wealth Partners.

The conviction is calculated by counting the number of quarters a security has been reported by BSW Wealth Partners. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BSW Wealth Partners owns currently or has owned in the past.