$407 Million is the total value of BSW Wealth Partners's 267 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 19.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $57,906,000 | -3.8% | 161,456 | +1.7% | 14.22% | -1.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $46,787,000 | +6.0% | 971,892 | +10.0% | 11.49% | +8.7% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $23,349,000 | +17.7% | 400,422 | +23.4% | 5.73% | +20.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $18,299,000 | -3.3% | 51,232 | +2.2% | 4.49% | -0.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $17,293,000 | -6.2% | 328,326 | +4.8% | 4.25% | -3.9% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $16,930,000 | +3.1% | 381,134 | +7.1% | 4.16% | +5.7% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $11,132,000 | -2.3% | 50,771 | +0.8% | 2.73% | +0.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $9,409,000 | -1.5% | 57,050 | +1.2% | 2.31% | +1.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,187,000 | -10.0% | 190,483 | +2.8% | 2.01% | -7.7% |
| MSFT | Buy | MICROSOFT CORP | $6,274,000 | +196.6% | 26,939 | +227.1% | 1.54% | +203.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $5,778,000 | -6.1% | 183,254 | +2.2% | 1.42% | -3.7% |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $5,623,000 | +1.5% | 182,141 | +9.8% | 1.38% | +4.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $4,948,000 | -9.7% | 136,074 | +1.4% | 1.22% | -7.4% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $3,988,000 | -0.6% | 124,379 | +1.7% | 0.98% | +1.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,642,000 | -11.5% | 28,848 | +0.9% | 0.89% | -9.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,724,000 | -12.8% | 78,089 | +0.2% | 0.67% | -10.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,602,000 | -11.0% | 27,201 | +1926.9% | 0.64% | -8.8% |
| PFE | Buy | PFIZER INC | $2,494,000 | -16.2% | 57,003 | +0.4% | 0.61% | -14.0% |
| LIN | Buy | LINDE PLC | $1,760,000 | -1.6% | 6,528 | +4.9% | 0.43% | +0.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,664,000 | -12.4% | 45,598 | +0.0% | 0.41% | -10.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,474,000 | -9.5% | 15,329 | +1960.3% | 0.36% | -7.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,448,000 | -9.2% | 9,449 | +0.2% | 0.36% | -6.8% |
| ESML | Buy | ISHARES TResg aware msci | $1,341,000 | +28.6% | 43,730 | +32.1% | 0.33% | +31.6% |
| ABBV | Buy | ABBVIE INC | $1,329,000 | -11.9% | 9,904 | +0.5% | 0.33% | -9.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,314,000 | -6.2% | 12,578 | +1.1% | 0.32% | -3.9% |
| TSLA | Buy | TESLA INC | $1,280,000 | +17.2% | 4,824 | +197.4% | 0.31% | +19.8% |
| ABT | Buy | ABBOTT LABS | $1,241,000 | -7.1% | 12,828 | +4.3% | 0.30% | -4.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,175,000 | +3.0% | 2,317 | +10.3% | 0.29% | +5.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,169,000 | -4.6% | 4,374 | +0.1% | 0.29% | -2.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,124,000 | +0.8% | 4,210 | +3.1% | 0.28% | +3.4% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,104,000 | -15.9% | 16,103 | +0.3% | 0.27% | -13.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,012,000 | +12.9% | 4,472 | +4.8% | 0.25% | +15.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $958,000 | -14.5% | 8,062 | +1.6% | 0.24% | -12.3% |
| CRM | Buy | SALESFORCE COM INC | $956,000 | -9.6% | 6,645 | +3.6% | 0.24% | -7.5% |
| UL | Buy | UNILEVER PLCspon adr new | $931,000 | +0.8% | 21,232 | +5.4% | 0.23% | +3.6% |
| SBUX | Buy | STARBUCKS CORP | $903,000 | +17.4% | 10,715 | +6.4% | 0.22% | +20.7% |
| LLY | Buy | LILLY ELI & CO | $874,000 | +0.5% | 2,703 | +0.7% | 0.22% | +3.4% |
| QCOM | Buy | QUALCOMM INC | $866,000 | -9.6% | 7,668 | +2.2% | 0.21% | -7.4% |
| XOM | Buy | EXXON MOBIL CORP | $846,000 | +3.3% | 9,692 | +1.3% | 0.21% | +6.1% |
| A | Buy | AGILENT TECHNOLOGIES INC | $834,000 | +5.6% | 6,860 | +3.2% | 0.20% | +8.5% |
| ECL | Buy | ECOLAB INC | $829,000 | +15.0% | 5,740 | +22.4% | 0.20% | +17.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $816,000 | +31.4% | 9,486 | +6.6% | 0.20% | +34.2% |
| V | Buy | VISA INC | $812,000 | -7.0% | 4,570 | +3.1% | 0.20% | -4.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $764,000 | -11.5% | 3,561 | +5.5% | 0.19% | -9.2% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $757,000 | +4.6% | 13,805 | +26.0% | 0.19% | +7.5% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $733,000 | +33.3% | 9,293 | +44.1% | 0.18% | +36.4% |
| PLD | Buy | PROLOGIS INC | $730,000 | -12.6% | 7,181 | +1.1% | 0.18% | -10.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $698,000 | -22.0% | 18,384 | +4.2% | 0.17% | -20.1% |
| UNP | Buy | UNION PAC CORP | $675,000 | -8.5% | 3,467 | +0.2% | 0.17% | -6.2% |
| XYL | Buy | XYLEM INC | $676,000 | +35.7% | 7,734 | +21.4% | 0.17% | +39.5% |
| PANW | Buy | PALO ALTO NETWORKS INC | $670,000 | -6.3% | 4,093 | +182.7% | 0.16% | -3.5% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $663,000 | -16.5% | 22,152 | +5.7% | 0.16% | -14.2% |
| IWF | New | ISHARES TRrus 1000 grw etf | $660,000 | – | 3,138 | +100.0% | 0.16% | – |
| EWBC | Buy | EAST WEST BANCORP INC | $655,000 | +7.7% | 9,763 | +4.0% | 0.16% | +10.3% |
| MKC | Buy | MCCORMICK & CO INC | $629,000 | -3.7% | 8,821 | +12.5% | 0.15% | -1.3% |
| FB | Buy | FACEBOOK INCcl a | $614,000 | -14.8% | 4,522 | +1.1% | 0.15% | -12.7% |
| GIS | Buy | GENERAL MLS INC | $607,000 | +8.4% | 7,928 | +6.7% | 0.15% | +11.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $599,000 | -2.1% | 4,429 | +3.8% | 0.15% | 0.0% |
| AMAT | Buy | APPLIED MATLS INC | $568,000 | -7.5% | 6,936 | +2.8% | 0.14% | -5.4% |
| SHW | Buy | SHERWIN WILLIAMS CO | $567,000 | -5.8% | 2,769 | +3.0% | 0.14% | -3.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $542,000 | -7.7% | 7,630 | +0.1% | 0.13% | -5.7% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $539,000 | +16.9% | 3,724 | +4.9% | 0.13% | +20.0% |
| INTC | Buy | INTEL CORP | $525,000 | -24.0% | 20,375 | +10.4% | 0.13% | -22.3% |
| CVX | Buy | CHEVRON CORP NEW | $522,000 | +1.0% | 3,636 | +1.9% | 0.13% | +3.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $495,000 | -1.0% | 2,632 | +3.6% | 0.12% | +1.7% |
| MS | Buy | MORGAN STANLEY | $488,000 | +4.3% | 6,175 | +0.4% | 0.12% | +7.1% |
| CIB | Buy | BANCOLOMBIA S Aspon adr pref | $484,000 | +3.0% | 19,849 | +30.1% | 0.12% | +5.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $483,000 | +116.6% | 1,739 | +52.3% | 0.12% | +124.5% |
| T | Buy | AT&T INC | $482,000 | -23.9% | 31,402 | +4.0% | 0.12% | -22.4% |
| DE | Buy | DEERE &CO | $478,000 | +13.3% | 1,431 | +1.6% | 0.12% | +15.8% |
| NVO | New | NOVO-NORDISK A Sadr | $476,000 | – | 4,777 | +100.0% | 0.12% | – |
| SIVB | Buy | SVB FINANCIAL GROUP | $466,000 | -11.2% | 1,387 | +4.3% | 0.11% | -9.5% |
| VMW | Buy | VMWARE INC | $461,000 | -5.3% | 4,333 | +1.4% | 0.11% | -3.4% |
| IWD | New | ISHARES TRrus 1000 val etf | $454,000 | – | 3,336 | +100.0% | 0.11% | – |
| BDX | Buy | BECTON DICKINSON &CO | $442,000 | +0.2% | 1,985 | +11.0% | 0.11% | +2.8% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $445,000 | -3.7% | 2,981 | +0.3% | 0.11% | -1.8% |
| ORA | Buy | ORMAT TECHNOLOGIES INC | $439,000 | +13.7% | 5,098 | +3.5% | 0.11% | +17.4% |
| BK | Buy | BANK NEW YORK MELLON CORP | $435,000 | +5.1% | 11,291 | +13.8% | 0.11% | +8.1% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $429,000 | +15.9% | 18,037 | +18.7% | 0.10% | +18.0% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $426,000 | -12.3% | 1,840 | +3.6% | 0.10% | -9.5% |
| MSCI | Buy | MSCI INC | $414,000 | +4.8% | 982 | +2.4% | 0.10% | +7.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $414,000 | +23.6% | 1,412 | +25.3% | 0.10% | +27.5% |
| WMT | Buy | WALMART INC | $404,000 | +6.9% | 3,117 | +0.1% | 0.10% | +8.8% |
| OMCL | Buy | OMNICELL COM | $404,000 | -20.0% | 4,637 | +4.5% | 0.10% | -18.2% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $385,000 | +5.2% | 7,822 | +2.3% | 0.10% | +8.0% |
| ZTS | Buy | ZOETIS INCcl a | $378,000 | -7.8% | 2,552 | +7.0% | 0.09% | -5.1% |
| NFLX | Buy | NETFLIX INC | $375,000 | +68.9% | 1,592 | +25.3% | 0.09% | +73.6% |
| ANTM | Buy | ANTHEM INC | $368,000 | +44.9% | 810 | +53.7% | 0.09% | +47.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $356,000 | +10.6% | 7,071 | +22.3% | 0.09% | +13.0% |
| SYY | Buy | SYSCO CORP | $356,000 | +65.6% | 5,041 | +98.6% | 0.09% | +67.3% |
| ETN | Buy | EATON CORP PLC | $340,000 | +10.0% | 2,548 | +3.9% | 0.08% | +13.5% |
| LOW | Buy | LOWES COS INC | $342,000 | +9.6% | 1,821 | +2.1% | 0.08% | +12.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $344,000 | -5.2% | 8,125 | +0.0% | 0.08% | -3.4% |
| GILD | Buy | GILEAD SCIENCES INC | $338,000 | +2.1% | 5,484 | +2.4% | 0.08% | +5.1% |
| SONY | Buy | SONY CORPsponsored adr | $334,000 | -21.0% | 5,210 | +0.8% | 0.08% | -18.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $333,000 | +2.1% | 1,842 | +2.9% | 0.08% | +5.1% |
| MO | Buy | ALTRIA GROUP INC | $329,000 | 0.0% | 8,149 | +3.4% | 0.08% | +2.5% |
| CL | Buy | COLGATE PALMOLIVE CO | $328,000 | -7.9% | 4,664 | +5.0% | 0.08% | -4.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $329,000 | -15.4% | 3,969 | +0.6% | 0.08% | -12.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $324,000 | -3.3% | 2,243 | +12.9% | 0.08% | 0.0% |
| SHG | Buy | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $324,000 | -8.0% | 14,077 | +14.2% | 0.08% | -4.8% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $320,000 | +29.6% | 2,857 | +40.7% | 0.08% | +33.9% |
| IR | Buy | INGERSOLL RAND INC | $318,000 | +16.9% | 7,358 | +13.9% | 0.08% | +20.0% |
| NYT | Buy | NEW YORK TIMES COcl a | $312,000 | +6.8% | 10,847 | +3.7% | 0.08% | +10.0% |
| ETSY | Buy | ETSY INC | $308,000 | +42.6% | 3,074 | +4.2% | 0.08% | +46.2% |
| ITRI | Buy | ITRON INC | $308,000 | -12.0% | 7,323 | +3.5% | 0.08% | -9.5% |
| BP | Buy | BP PLCsponsored adr | $309,000 | +1.3% | 10,830 | +0.6% | 0.08% | +4.1% |
| CPNG | Buy | COUPANG INCcl a | $308,000 | +31.1% | 18,505 | +0.2% | 0.08% | +35.7% |
| HXL | Buy | HEXCEL CORP NEW | $301,000 | +2.4% | 5,827 | +3.7% | 0.07% | +5.7% |
| PWR | New | QUANTA SVCS INC | $297,000 | – | 2,329 | +100.0% | 0.07% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $296,000 | +16.5% | 1,578 | +24.8% | 0.07% | +19.7% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $297,000 | -11.1% | 3,274 | +16.6% | 0.07% | -8.8% |
| CAJ | New | CANON INCsponsored adr | $299,000 | – | 13,718 | +100.0% | 0.07% | – |
| ASX | Buy | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $294,000 | +14.4% | 58,980 | +18.4% | 0.07% | +16.1% |
| SWCH | Buy | SWITCH INCcl a | $295,000 | +1.0% | 8,743 | +0.4% | 0.07% | +2.9% |
| JKS | Buy | JINKOSOLAR HLDG CO LTDsponsored adr | $288,000 | -19.8% | 5,202 | +0.1% | 0.07% | -17.4% |
| FMC | Buy | FMC CORP | $291,000 | +18.3% | 2,755 | +19.7% | 0.07% | +20.3% |
| RF | New | REGIONS FINANCIAL CORP NEW | $289,000 | – | 14,402 | +100.0% | 0.07% | – |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $285,000 | -3.7% | 6,284 | +1.7% | 0.07% | -1.4% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $286,000 | -2.4% | 23,833 | +7.8% | 0.07% | 0.0% |
| Buy | HF SINCLAIR CORPORATION | $282,000 | +19.0% | 5,247 | +0.1% | 0.07% | +21.1% | |
| INFY | Buy | INFOSYS LTDsponsored adr | $281,000 | +41.2% | 16,580 | +54.6% | 0.07% | +43.8% |
| New | GSK PLCsponsored adr | $272,000 | – | 9,226 | +100.0% | 0.07% | – | |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $268,000 | 0.0% | 5,317 | +0.2% | 0.07% | +3.1% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $270,000 | -7.2% | 8,259 | +1.0% | 0.07% | -5.7% |
| AIG | New | AMERICAN INTL GROUP INC | $268,000 | – | 5,651 | +100.0% | 0.07% | – |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN D | $264,000 | -28.8% | 4,586 | +4.4% | 0.06% | -27.0% |
| TGT | Buy | TARGET CORP | $260,000 | +10.2% | 1,753 | +4.9% | 0.06% | +12.3% |
| IPGP | Buy | IPG PHOTONICS CORP | $259,000 | -6.2% | 3,065 | +4.5% | 0.06% | -3.0% |
| NOW | Buy | SERVICENOW INC | $257,000 | +17.9% | 680 | +48.1% | 0.06% | +21.2% |
| FISV | Buy | FISERV INC | $255,000 | +14.3% | 2,728 | +9.0% | 0.06% | +18.9% |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $255,000 | – | 3,355 | +100.0% | 0.06% | – |
| RUN | Buy | SUNRUN INC | $256,000 | +23.7% | 9,285 | +4.8% | 0.06% | +26.0% |
| CSIQ | Buy | CANADIAN SOLAR INC | $253,000 | +19.9% | 6,786 | +0.1% | 0.06% | +21.6% |
| JD | Buy | JD COM INCspon adr cl a | $250,000 | -20.6% | 4,961 | +1.2% | 0.06% | -18.7% |
| IWB | New | ISHARES TRrus 1000 etf | $250,000 | – | 1,265 | +100.0% | 0.06% | – |
| IBN | New | ICICI BANK LIMITEDadr | $247,000 | – | 11,757 | +100.0% | 0.06% | – |
| AZO | New | AUTOZONE INC | $246,000 | – | 115 | +100.0% | 0.06% | – |
| UBER | New | UBER TECHNOLOGIES INC | $244,000 | – | 9,192 | +100.0% | 0.06% | – |
| CI | New | CIGNA CORP NEW | $244,000 | – | 878 | +100.0% | 0.06% | – |
| TMUS | New | T-MOBILE US INC | $245,000 | – | 1,829 | +100.0% | 0.06% | – |
| SYNH | Buy | SYNEOS HEALTH INCcl a | $241,000 | -31.7% | 5,103 | +3.7% | 0.06% | -30.6% |
| CARR | New | CARRIER GLOBAL CORPORATION | $235,000 | – | 6,609 | +100.0% | 0.06% | – |
| SQ | Buy | SQUARE INCcl a | $234,000 | -3.7% | 4,253 | +7.5% | 0.06% | -1.7% |
| ADI | Buy | ANALOG DEVICES INC | $230,000 | -4.6% | 1,652 | +0.1% | 0.06% | -3.4% |
| MELI | New | MERCADOLIBRE INC | $228,000 | – | 275 | +100.0% | 0.06% | – |
| Buy | GENERAL ELECTRIC CO | $229,000 | -1.7% | 3,692 | +0.7% | 0.06% | 0.0% | |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $230,000 | – | 1,597 | +100.0% | 0.06% | – |
| CSCO | Buy | CISCO SYS INC | $222,000 | -5.1% | 5,549 | +1.2% | 0.06% | -1.8% |
| PEN | New | PENUMBRA INC | $223,000 | – | 1,176 | +100.0% | 0.06% | – |
| CME | New | CME GROUP INC | $223,000 | – | 1,257 | +100.0% | 0.06% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $221,000 | -3.1% | 5,851 | +0.1% | 0.05% | -1.8% |
| GPC | New | GENUINE PARTS CO | $221,000 | – | 1,477 | +100.0% | 0.05% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $214,000 | -2.7% | 2,592 | +12.3% | 0.05% | 0.0% |
| OTIS | New | OTIS WORLDWIDE CORP | $211,000 | – | 3,312 | +100.0% | 0.05% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $210,000 | – | 2,642 | +100.0% | 0.05% | – |
| SPWR | New | SUNPOWER CORP | $209,000 | – | 9,064 | +100.0% | 0.05% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $200,000 | – | 5,174 | +100.0% | 0.05% | – |
| LEVI | Buy | LEVI STRAUSS & CO NEW | $186,000 | -5.6% | 12,844 | +6.2% | 0.05% | -2.1% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $173,000 | +26.3% | 96,793 | +44.6% | 0.04% | +27.3% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $69,000 | +40.8% | 11,848 | +6.3% | 0.02% | +41.7% |
| New | NATWEST GROUP PLCspons adr | $71,000 | – | 14,234 | +100.0% | 0.02% | – | |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $62,000 | – | 11,171 | +100.0% | 0.02% | – |
| NVTA | Buy | INVITAE CORP | $53,000 | +6.0% | 21,357 | +4.6% | 0.01% | +8.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.