0001512601-14-000002.txt : 20140220 0001512601-14-000002.hdr.sgml : 20140220 20140220163340 ACCESSION NUMBER: 0001512601-14-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140220 DATE AS OF CHANGE: 20140220 EFFECTIVENESS DATE: 20140220 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: 14630039 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 12-31-2013 12-31-2013 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F HOLDINGS REPORT 028-14299 N Raliegh Riddoch 303-444-9696 Raliegh Riddoch Boulder CO 02-20-2014 0 50 125192 false INFORMATION TABLE 2 bsw13fQ42013.xml ACCELERATE DIAGNOSTICS INC COM COM 00430H102 594 48714 SH SOLE 0 0 0 48714 AMGEN INC COM COM 31162100 238 2089 SH SOLE 0 0 0 2089 APPLE INC COM COM 37833100 582 1037 SH SOLE 0 0 0 1037 ARRAY BIOPHARMA INC COM COM 04269X105 100 20000 SH SOLE 0 0 0 20000 AT&T INC COM COM 00206R102 374 10644 SH SOLE 0 0 0 10644 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 84670702 286 2409 SH SOLE 0 0 0 2409 BP PLC SPONSORED ADR COM 55622104 213 4390 SH SOLE 0 0 0 4390 CHEVRON CORP NEW COM COM 166764100 791 6331 SH SOLE 0 0 0 6331 CITIGROUP INC COM NEW COM 172967424 365 7002 SH SOLE 0 0 0 7002 COBIZ FINANCIAL INC COM COM 190897108 523 43732 SH SOLE 0 0 0 43732 COCA COLA CO COM COM 191216100 828 20041 SH SOLE 0 0 0 20041 DISNEY WALT CO COM DISNEY COM 254687106 780 10204 SH SOLE 0 0 0 10204 E M C CORP MASS COM COM 268648102 1537 61131 SH SOLE 0 0 0 61131 ENTERPRISE PRODS PARTNERS L COM COM 293792107 202 3044 SH SOLE 0 0 0 3044 EXXON MOBIL CORP COM COM 30231G102 1715 16943 SH SOLE 0 0 0 16943 FIRST TR EXCHANGE TRADED FD NASD TECH DIV EQUITY ETF 33738R118 452 18315 SH SOLE 0 0 0 18315 GENERAL ELECTRIC CO COM COM 369604103 1091 38905 SH SOLE 0 0 0 38905 GOOGLE INC CL A COM 38259P508 214 191 SH SOLE 0 0 0 191 GRAINGER W W INC COM COM 384802104 505 1976 SH SOLE 0 0 0 1976 HOSPITALITY PPTYS TR COM SH BEN INT COM 44106M102 270 10000 SH SOLE 0 0 0 10000 INTERNATIONAL BUSINESS MACHS COM COM 459200101 733 3906 SH SOLE 0 0 0 3906 ISHARES CORE S&P MCP ETF EQUITY ETF 464287507 11677 87262 SH SOLE 0 0 0 87262 ISHARES CORE S&P500 ETF EQUITY ETF 464287200 3618 19486 SH SOLE 0 0 0 19486 ISHARES CORE TOTUSBD ETF BOND ETF 464287226 1032 9697 SH SOLE 0 0 0 9697 ISHARES EAFE GRWTH ETF EQUITY ETF 464288885 1904 26631 SH SOLE 0 0 0 26631 ISHARES GOLD TRUST ISHARES GOLD ETF 464285105 2847 243779 SH SOLE 0 0 0 243779 ISHARES INTL SEL DIV ETF EQUITY ETF 464288448 3412 89926 SH SOLE 0 0 0 89926 ISHARES MSCI ACWI ETF EQUITY ETF 464288257 853 14804 SH SOLE 0 0 0 14804 ISHARES MSCI EAFE ETF EQUITY ETF 464287465 37957 565722 SH SOLE 0 0 0 565722 ISHARES RUSSELL 2000 ETF EQUITY ETF 464287655 2884 25003 SH SOLE 0 0 0 25003 ISHARES TIPS BD ETF BOND ETF 464287176 288 2624 SH SOLE 0 0 0 2624 JOHNSON & JOHNSON COM COM 478160104 277 3025 SH SOLE 0 0 0 3025 JPMORGAN CHASE & CO COM COM 46625H100 306 5235 SH SOLE 0 0 0 5235 PEPSICO INC COM COM 713448108 215 2589 SH SOLE 0 0 0 2589 PFIZER INC COM COM 717081103 250 8152 SH SOLE 0 0 0 8152 PIEDMONT OFFICE REALTY TR IN COM CL A COM 720190206 837 50656 SH SOLE 0 0 0 50656 POWERSHARES ETF TRUST INTL DIV ACHV EQUITY ETF 73935X716 362 19649 SH SOLE 0 0 0 19649 POWERSHARES ETF TRUST WNDRHLL CLN EN EQUITY ETF 73935X500 75 11730 SH SOLE 0 0 0 11730 PRAXAIR INC COM COM 74005P104 659 5065 SH SOLE 0 0 0 5065 SCHWAB STRATEGIC TR US AGGREGATE B EQUITY ETF 808524839 4924 97907 SH SOLE 0 0 0 97907 SELECT SECTOR SPDR TR SBI INT-ENERGY EQUITY ETF 81369Y506 8036 90793 SH SOLE 0 0 0 90793 SPDR S&P 500 ETF TR TR UNIT EQUITY ETF 78462F103 19960 108076 SH SOLE 0 0 0 108076 TRAVELERS COMPANIES COM 89417E109 741 8179 SH SOLE 0 0 0 8179 UNITED STS 12 MONTH OIL FD L UNIT BEN INT EQUITY ETF 91288V103 377 8784 SH SOLE 0 0 0 8784 V F CORP COM COM 918204108 657 10532 SH SOLE 0 0 0 10532 VAIL RESORTS INC COM COM 91879Q109 241 3210 SH SOLE 0 0 0 3210 VANGUARD INDEX FDS LARGE CAP ETF EQUITY ETF 922908637 276 3250 SH SOLE 0 0 0 3250 VANGUARD INDEX FDS SMALL CP ETF EQUITY ETF 922908751 428 3894 SH SOLE 0 0 0 3894 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ET EQUITY ETF 922042874 7006 119153 SH SOLE 0 0 0 119153 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF EQUITY ETF 922042742 700 11778 SH SOLE 0 0 0 11778