Legal Name: BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
177,863 |
$52,425k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
372,475 |
$22,870k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
61,907 |
$18,139k |
|
|
ISHARES (464287465)
|
246,277 |
$16,188k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
320,514 |
$13,369k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
58,677 |
$11,399k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
173,785 |
$9,211k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
171,973 |
$8,846k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
43,096 |
$6,701k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
127,863 |
$6,443k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
115,021 |
$5,767k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
422,747 |
$5,707k |
|
|
ISHARES TR MSCI LW CRB TG (46434V464)
|
46,997 |
$5,626k |
|
|
SPDR SER TR (78468R739)
|
112,291 |
$5,494k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
118,789 |
$5,052k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
16,790 |
$4,519k |
|
|
ISHARES (464287234)
|
103,421 |
$4,438k |
|
|
ISHARES TR (46435G516)
|
57,869 |
$3,722k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
100,387 |
$3,221k |
|
|
ISHARES TR (464288257)
|
43,331 |
$3,194k |
|
|
NUSHARES ETF TR NUVEEN ESG SMLCP (67092P607)
|
94,693 |
$2,799k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
22,227 |
$2,475k |
|
|
PROCTER & GAMBLE CO (742718109)
|
22,195 |
$2,434k |
|
|
DISNEY WALT CO (254687106)
|
11,384 |
$1,590k |
|
|
COCA-COLA CO (191216100)
|
30,563 |
$1,556k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
52,918 |
$1,389k |
|
|
TRAVELERS CO(THE) (89417E109)
|
8,208 |
$1,227k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
17,034 |
$1,201k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
9,451 |
$1,057k |
|
|
Linde PLC (G5494J103)
|
5,178 |
$1,040k |
|
|
MICROSOFT CORP (594918104)
|
7,503 |
$1,005k |
|
|
REDFIN CORP COM (75737F108)
|
55,488 |
$998k |
|
|
PIEDMONT OFFICE RLTY TR INC COM CL A (720190206)
|
49,996 |
$996k |
|
|
Exxon Mobil Corp (30231G102)
|
12,294 |
$942k |
|
|
V F CORP (918204108)
|
10,755 |
$939k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
5,585 |
$934k |
|
|
VANGUARD MALVERN FDS (922020805)
|
16,816 |
$829k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,849 |
$820k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
7,268 |
$774k |
|
|
PEPSICO INC (713448108)
|
5,609 |
$735k |
|
|
Amazon.com Inc (023135106)
|
380 |
$720k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
5,241 |
$698k |
|
|
LILLY ELI & CO (532457108)
|
5,561 |
$616k |
|
|
CITIGROUP INC (172967424)
|
8,783 |
$615k |
|
|
Alphabet Inc (02079K107)
|
537 |
$580k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
5,132 |
$580k |
|
|
Chevron Corp (166764100)
|
4,509 |
$561k |
|
|
PFIZER INC (717081103)
|
12,251 |
$531k |
|
|
GRAINGER W W INC (384802104)
|
1,794 |
$481k |
|
|
ISHARES (464288885)
|
5,952 |
$481k |
|
|
MERCK & CO INC (58933Y105)
|
5,412 |
$454k |
|
|
DANAHER CORP (235851102)
|
3,070 |
$439k |
|
|
VANGUARD INDEX FDS (922908637)
|
3,250 |
$438k |
|
|
VISA INC COM CL A (92826C839)
|
2,501 |
$434k |
|
|
AMGEN INC (031162100)
|
2,327 |
$429k |
|
|
DELL TECHNOLOGIES IN (24703L202)
|
8,425 |
$428k |
|
|
COLUMBIA BKG SYS INC (197236102)
|
11,611 |
$420k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
5,184 |
$406k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,131 |
$398k |
|
|
ABBOTT LABS (002824100)
|
4,562 |
$384k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,474 |
$371k |
|
|
PNC FINL SVCS GRP (693475105)
|
2,614 |
$359k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
4,775 |
$359k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
6,242 |
$356k |
|
|
ALPHABET INC (02079K305)
|
324 |
$351k |
|
|
ABBVIE INC (00287Y109)
|
4,740 |
$345k |
|
|
GENERAL ELECTRIC CO (369604103)
|
32,750 |
$344k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
4,474 |
$334k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
4,622 |
$324k |
|
|
INTEL CORP (458140100)
|
6,604 |
$316k |
|
|
HOME DEPOT INC (437076102)
|
1,510 |
$314k |
|
|
UNION PAC CORP (907818108)
|
1,851 |
$313k |
|
|
MCDONALDS CORP (580135101)
|
1,458 |
$303k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,733 |
$299k |
|
|
ORACLE CORP (68389X105)
|
5,217 |
$297k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,096 |
$290k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
25,415 |
$288k |
|
|
Facebook Inc (30303M102)
|
1,470 |
$284k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,112 |
$280k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,000 |
$279k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,819 |
$274k |
|
|
HONEYWELL INTL INC (438516106)
|
1,512 |
$264k |
|
|
Bank of America Corp. (060505104)
|
8,732 |
$253k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,512 |
$250k |
|
|
HOSPITALITY PROPERTIES TRUST (44106M102)
|
9,835 |
$246k |
|
|
NVIDIA Corp (67066G104)
|
1,500 |
$246k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,558 |
$244k |
|
|
SPDR SERIES TRUST (78464A698)
|
4,533 |
$242k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
1,584 |
$239k |
|
|
ENTERPRISE PRODS (293792107)
|
8,243 |
$238k |
|
|
US BANCORP DEL (902973304)
|
4,233 |
$222k |
|
|
WELLS FARGO CO NEW (949746101)
|
4,657 |
$220k |
|
|
CVS HEALTH CORP (126650100)
|
3,827 |
$209k |
|
|
ALLSTATE CORP (020002101)
|
2,030 |
$206k |
|
|
ALTRIA GROUP INC (02209S103)
|
4,311 |
$204k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,081 |
$203k |
|
|
ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS (003264108)
|
12,163 |
$181k |
|
|
Blackstone Strategic (09257r101)
|
10,000 |
$147k |
|
|
Genesis Healthcare Inc (37185X106)
|
116,000 |
$144k |
|
|
FIRST SOLAR (336433107)
|
2,117 |
$139k |
|
|
PATTERN ENERGY GROUP INC (70338P100)
|
5,614 |
$130k |
|
|
UNIVERSAL DISPLAY CP (91347P105)
|
638 |
$120k |
|
|
SUNRUN INC COM (86771W105)
|
6,066 |
$114k |
|
|
HANNON ARMSTRONG S (41068X100)
|
3,885 |
$109k |
|
|
SUNPOWER CORP (867652406)
|
9,606 |
$103k |
|
|
Apple Inc (037833100)
|
501 |
$99k |
|
|
MILLER HERMAN INC (600544100)
|
2,085 |
$93k |
|
|
STMICROELECTRONICS N V NY REGISTRY (861012102)
|
4,920 |
$87k |
|
|
GILEAD SCIENCES INC (375558103)
|
1,275 |
$86k |
|
|
MICROVISION INC DEL COM NEW (594960304)
|
100,000 |
$81k |
|
|
DIGITAL RLTY TR INC (253868103)
|
686 |
$81k |
|
|
Aegon NV (007924103)
|
15,496 |
$77k |
|
|
INTL BUSINESS MCHN (459200101)
|
537 |
$74k |
|
|
ASE TECH HLDS CO LT (00215W100)
|
15,353 |
$61k |
|
|
ANALOG DEVICES INC (032654105)
|
530 |
$60k |
|
|
Autodesk Inc (052769106)
|
361 |
$59k |
|
|
KONINKLIJKE PHILIPSF SPONSORED (500472303)
|
1,287 |
$56k |
|
|
NOMURA HLDGS INC SPONSORED ADR (65535H208)
|
15,477 |
$55k |
|
|
KANDI TECHNOLOGIES GROUP INC COM (483709101)
|
10,524 |
$52k |
|
|
Sarepta Therapeutics Inc (803607100)
|
344 |
$52k |
|
|
HAIN CELESTIAL GROUP INC (405217100)
|
2,383 |
$52k |
|
|
SCHNITZER STL (806882106)
|
1,980 |
$52k |
|
|
CHECK POINT SOFTWARE (M22465104)
|
447 |
$52k |
|
|
PALO ALTO NETWORKS (697435105)
|
248 |
$51k |
|
|
XYLEM INC (98419M100)
|
591 |
$49k |
|
|
Square Inc (852234103)
|
632 |
$46k |
|
|
ETSY INC COM (29786A106)
|
729 |
$45k |
|
|
Tesla Inc (88160R101)
|
192 |
$43k |
|
|
CALIFORNIA WTR SVC (130788102)
|
810 |
$41k |
|
|
CRISPR Therapeutics AG (H17182108)
|
820 |
$39k |
|
|
Amalgamated Bank (022663108)
|
1,927 |
$34k |
|
|
SEATTLE GENETICS INC (812578102)
|
426 |
$29k |
|
|
Orasure Technologies Inc (68554V108)
|
3,168 |
$29k |
|
|
ACUITY BRANDS INC (00508Y102)
|
212 |
$29k |
|
|
Editas Medicine Inc (28106W103)
|
1,112 |
$28k |
|
|
Natus Medical Inc (639050103)
|
1,068 |
$27k |
|
|
ZAYO GROUP HLDGS INC (98919V105)
|
730 |
$24k |
|
|
SUNOPTA INC (8676ep108)
|
7,297 |
$24k |
|
|
Hologic Inc (HOLX) (436440101)
|
477 |
$23k |
|
|
MIX TELEMATICS LTD SPONSORED A (60688N102)
|
1,499 |
$23k |
|
|
United Natural Foods, Inc. (911163103)
|
765 |
$7k |
|
|
CELLDEX THERAPEUTICS INC (15117B202)
|
448 |
$1k |
|
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