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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
22
1
3
0
0
0
15
2
0
BSW WEALTH PARTNERS

Time Period2018-12-31

Total Holdings96

Total Value ($x1000)264,754
Activities
New14

Increased30

Unchanged11

Decreased41

Sold Out57

Top 10 Stock Holdingstotal 59.86%
IVV12.42

IEFA10.67

EFA7.4

VEA6.52

SPY5.98

 
SCHZ3.6

ESGD3.59

ACWI3.48

IEMG3.17

SCZ3.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
12.42%
CORE S&P500 ETF
IEFA
10.67%
CORE MSCI EAFE
EFA
7.4%
MSCI EAFE ETF
VEA
6.52%
FTSE DEV MKT ETF
SPY
5.98%
TR UNIT
SCHZ
3.6%
US AGGREGATE B
ESGD
3.59%
MSCI EAFE ESG
ACWI
3.48%
MSCI ACWI ETF
IEMG
3.17%
CORE MSCI EMKT
SCZ
3.03%
EAFE SML CP ETF
VWO
3.01%
FTSE EMR MKT ETF
JPST
2.98%
ULTRA SHRT INC
IJH
2.5%
CORE S&P MCP ETF
TFI
2.22%
NUVN BRCLY MUNI
SHM
2.11%
NUVN BR SHT MUNI
IWM
2%
RUSSELL 2000 ETF
CRBN
1.94%
MSCI LW CRB TG
IAU
1.67%
ISHARES
EEM
1.66%
MSCI EMG MKT ETF
VOO
1.5%
SHS
SCHF
1.49%
INTL EQTY ETF
AGG
1.01%
CORE TOTUSBD ETF
ESGE
0.75%
MSCI EM ESG SE
PG
0.72%
COM
SUB
0.71%
SHT NTLAMTFR ETF
DSI
0.68%
MSCI KLD400 SOC
ESGU
0.68%
ETF MSCI USA
AAPL
0.66%
COM
SCHE
0.6%
EMRG MKTEQ ETF
KO
0.59%
COM
GLD
0.58%
GOLD SHS
DIS
0.43%
COM DISNEY
SCHB
0.39%
US BRD MKT ETF
MUB
0.37%
NAT AMT FREE BD
PDM
0.32%
COM CL A
VO
0.32%
MID CAP ETF
XOM
0.32%
COM
LIN
0.32%
COM
TRV
0.32%
COM
BRK.B
0.31%
CL B NEW
BLL
0.3%
COM
VFC
0.29%
COM
JPM
0.29%
COM
EFG
0.27%
EAFE GRWTH ETF
NUSC
0.24%
ESG SMALL CAP
PEP
0.23%
COM
VTIP
0.23%
STRM INFPROIDX
LLY
0.21%
COM
PFE
0.2%
COM
CVX
0.19%
COM
IJR
0.17%
CORE S&P SCP ETF
AMGN
0.17%
COM
SCHX
0.16%
US LRG CAP ETF
MSFT
0.16%
COM
COLB
0.16%
COM
IBM
0.16%
COM
C
0.15%
COM NEW
VT
0.15%
TT WRLD ST ETF
SCHM
0.14%
US MID-CAP ETF
VV
0.14%
LARGE CAP ETF
GWW
0.14%
COM
DVMT
0.14%
COM CL V
ABBV
0.13%
COM
GOOG
0.13%
CAP STK CL C
INTC
0.13%
COM
GOOGL
0.12%
CAP STK CL A
DHR
0.12%
COM
QQQ
0.12%
UNIT SER 1
PNC
0.11%
COM
A
0.11%
COM
MRK
0.11%
COM
JNJ
0.1%
COM
PHYS
0.1%
UNIT
AAL
0.09%
COM
GE
0.09%
COM
DWDP
0.09%
COM
HPT
0.09%
COM SH BEN INT
BMY
0.08%
COM
CL
0.08%
COM
VB
0.08%
SMALL CP ETF
WFC
0.08%
COM
KRE
0.08%
S&P REGL BKG
SCHC
0.08%
INTL SCEQT ETF
HON
0.08%
COM
AMZN
0.08%
COM
ITW
0.08%
COM
MDT
0.07%
SHS
SIVR
0.07%
PHYSCL SILVR SHS
HASI
0.05%
COM
GEN
0.05%
COM
BGB
0.05%
COM SHS BEN IN
MGEN
0.03%
COM
SBUX
0.02%
COM
ILMN
0.01%
COM
UN
< 0.01%
N Y SHS NEW
CHD
< 0.01%
COM
VNLA
2.73%
SHORT DUR ETF
PX
0.33%
COM
BNDX
0.22%
INTL BD IDX ETF
SAP
0.14%
SPON ADR
BIIB
0.14%
COM
SIVB
0.14%
COM
ORA
0.13%
COM
XYL
0.13%
COM
MKC
0.13%
COM NON VTG
PANW
0.13%
COM
TIP
0.13%
TIPS BD ETF
LULU
0.12%
COM
PYPL
0.12%
COM
BDX
0.12%
COM
UMPQ
0.12%
COM
ADSK
0.11%
COM
FSLR
0.11%
COM
MSCI
0.11%
COM
IR
0.11%
SHS
CELG
0.11%
COM
AWK
0.11%
COM
CRM
0.1%
COM
BLKB
0.1%
COM
SCHR
0.1%
INTRM TRM TRES
BFAM
0.1%
COM
ASML
0.1%
N Y REGISTRY SHS
PLD
0.1%
COM
ORCL
0.1%
COM
UNFI
0.1%
COM
MA
0.1%
CL A
WAT
0.1%
COM
HTGC
0.09%
COM
OI
0.09%
COM NEW
ITRI
0.09%
COM
HXL
0.09%
COM
BXP
0.09%
COM
ETN
0.09%
SHS
RDS/A
0.09%
SPONS ADR A
EPD
0.09%
COM
V
0.09%
COM CL A
PM
0.09%
COM
VTI
0.08%
TOTAL STK MKT
PHG
0.08%
NY REG SH NEW
MXIM
0.08%
COM
COST
0.08%
COM
UNP
0.08%
COM
USB
0.08%
COM NEW
NKE
0.08%
CL B
ADBE
0.08%
COM
ALL
0.08%
COM
RY
0.08%
COM
SIVR
0.07%
SILVER SHS
MVIS
0.04%
COM NEW
SMFG
0.03%
SPONSORED ADR
KNDI
0.03%
COM
LYG
0.03%
SPONSORED ADR
CLDX
< 0.01%
COM