0001512601-13-000005.txt : 20130813 0001512601-13-000005.hdr.sgml : 20130813 20130812175649 ACCESSION NUMBER: 0001512601-13-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130813 DATE AS OF CHANGE: 20130812 EFFECTIVENESS DATE: 20130813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BSW Wealth Partners CENTRAL INDEX KEY: 0001512601 IRS NUMBER: 841447359 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14299 FILM NUMBER: 131030784 BUSINESS ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 BUSINESS PHONE: 303-444-9696 MAIL ADDRESS: STREET 1: 2336 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001512601 XXXXXXXX 06-30-2013 06-30-2013 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F HOLDINGS REPORT 028-14299 N Raliegh Riddoch 303-444-9696 Raliegh Riddoch Boulder CO 08-12-2013 0 47 113840 false INFORMATION TABLE 2 bsw13fQ22013.xml AMGEN INC COM COM 31162100 206 2089 SH SOLE 0 0 0 2089 APPLE INC COM COM 37833100 423 1066 SH SOLE 0 0 0 1066 ARRAY BIOPHARMA INC COM COM 04269X105 91 20000 SH SOLE 0 0 0 20000 AT&T INC COM COM 00206R102 382 10794 SH SOLE 0 0 0 10794 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 84670702 278 2484 SH SOLE 0 0 0 2484 CHEVRON CORP NEW COM COM 166764100 761 6431 SH SOLE 0 0 0 6431 CITIGROUP INC COM NEW COM 172967424 336 7002 SH SOLE 0 0 0 7002 COBIZ FINANCIAL INC COM COM 190897108 382 46072 SH SOLE 0 0 0 46072 COCA COLA CO COM COM 191216100 817 20363 SH SOLE 0 0 0 20363 DISNEY WALT CO COM DISNEY COM 254687106 647 10247 SH SOLE 0 0 0 10247 E M C CORP MASS COM COM 268648102 1469 62196 SH SOLE 0 0 0 62196 ENTERPRISE PRODS PARTNERS L COM COM 293792107 212 3411 SH SOLE 0 0 0 3411 EXXON MOBIL CORP COM COM 30231G102 1561 17282 SH SOLE 0 0 0 17282 GENERAL ELECTRIC CO COM COM 369604103 908 39171 SH SOLE 0 0 0 39171 GRAINGER W W INC COM COM 384802104 490 1944 SH SOLE 0 0 0 1944 HOSPITALITY PPTYS TR COM SH BEN INT COM 44106M102 263 10000 SH SOLE 0 0 0 10000 INTERNATIONAL BUSINESS MACHS COM COM 459200101 780 4080 SH SOLE 0 0 0 4080 ISHARES GOLD TRUST ISHARES GOLD ETF 464285105 4937 411778 SH SOLE 0 0 0 411778 ISHARES TR BARCLYS TIPS BD BOND ETF 464287176 303 2702 SH SOLE 0 0 0 2702 ISHARES TR CORE S&P500 ETF EQUITY ETF 464287200 2780 17281 SH SOLE 0 0 0 17281 ISHARES TR CORE TOTUSBD ETF BOND ETF 464287226 1496 13950 SH SOLE 0 0 0 13950 ISHARES TR DJ INTL SEL DIVD EQUITY ETF 464288448 2423 76115 SH SOLE 0 0 0 76115 ISHARES TR MSCI ACWI INDX EQUITY ETF 464288257 762 15245 SH SOLE 0 0 0 15245 ISHARES TR MSCI EAFE INDEX EQUITY ETF 464287465 31922 557106 SH SOLE 0 0 0 557106 ISHARES TR MSCI EMERG MKT EQUITY ETF 464287234 9522 247324 SH SOLE 0 0 0 247324 ISHARES TR MSCI GRW IDX EQUITY ETF 464288885 2543 41184 SH SOLE 0 0 0 41184 ISHARES TR RUSSELL 2000 EQUITY ETF 464287655 3117 32134 SH SOLE 0 0 0 32134 JOHNSON & JOHNSON COM COM 478160104 263 3066 SH SOLE 0 0 0 3066 JPMORGAN CHASE & CO COM COM 46625H100 279 5280 SH SOLE 0 0 0 5280 PEPSICO INC COM COM 713448108 214 2615 SH SOLE 0 0 0 2615 PFIZER INC COM COM 717081103 233 8308 SH SOLE 0 0 0 8308 PIEDMONT OFFICE REALTY TR IN COM CL A COM 720190206 906 50656 SH SOLE 0 0 0 50656 POWERSHARES ETF TRUST INTL DIV ACHV EQUITY ETF 73935X716 505 30912 SH SOLE 0 0 0 30912 POWERSHARES ETF TRUST WNDRHLL CLN EN EQUITY ETF 73935X500 63 11730 SH SOLE 0 0 0 11730 PRAXAIR INC COM COM 74005P104 583 5065 SH SOLE 0 0 0 5065 SELECT SECTOR SPDR TR SBI CONS STPLS EQUITY ETF 81369Y308 410 10337 SH SOLE 0 0 0 10337 SELECT SECTOR SPDR TR SBI INT-ENERGY EQUITY ETF 81369Y506 7280 92974 SH SOLE 0 0 0 92974 SPDR GOLD TRUST GOLD SHS GOLD ETF 78463V107 5625 47225 SH SOLE 0 0 0 47225 SPDR S&P 500 ETF TR TR UNIT EQUITY ETF 78462F103 21029 131089 SH SOLE 0 0 0 131089 UNITED STS 12 MONTH OIL FD L UNIT BEN INT EQUITY ETF 91288V103 362 9048 SH SOLE 0 0 0 9048 V F CORP COM COM 918204108 508 2633 SH SOLE 0 0 0 2633 VANGUARD INDEX FDS LARGE CAP ETF EQUITY ETF 922908637 239 3250 SH SOLE 0 0 0 3250 VANGUARD INDEX FDS SMALL CP ETF EQUITY ETF 922908751 533 5684 SH SOLE 0 0 0 5684 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF EQUITY ETF 922042742 678 13168 SH SOLE 0 0 0 13168 SCHWAB STRATEGIC TR US AGGREGATE B BOND ETF 808524839 3438 68027 SH SOLE 0 0 0 68027 SPDR INDEX SHS FDS GLB NAT RESRCE EQUITY ETF 78463X541 227 5044 SH SOLE 0 0 0 5044 TRAVELERS COMPANIES INC COM 89417E109 654 8179 SH SOLE 0 0 0 8179