$264 Million is the total value of BSW Wealth Partners's 146 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCZ | Exit | ISHARES TR EAFE SML CP ETFeafe sml cp etf | $0 | – | -4,266 | -100.0% | -0.10% | – |
| DWDP | Exit | DOWDUPONT INC COM | $0 | – | -4,843 | -100.0% | -0.10% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- NIA Global Solutions #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 45 | Q2 2024 | 22.6% |
| ISHARES TR MSCI EAFE INDEX | 45 | Q2 2024 | 30.9% |
| SPDR S&P 500 ETF TR TR UNIT | 45 | Q2 2024 | 18.5% |
| ISHARES TR RUSSELL 2000 ETF | 45 | Q2 2024 | 7.4% |
| ISHARES TR MSCI ACWI INDX | 45 | Q2 2024 | 3.5% |
| COCA COLA CO COM | 45 | Q2 2024 | 1.0% |
| DISNEY WALT CO COM DISNEY | 45 | Q2 2024 | 0.9% |
| EXXON MOBIL CORP COM | 45 | Q2 2024 | 1.4% |
| PEPSICO INC COM | 45 | Q2 2024 | 0.9% |
| ISHARES TR CORE US AGGBD ET | 45 | Q2 2024 | 1.3% |
View BSW Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View BSW Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.