0001512601-14-000003.txt : 20140513 0001512601-14-000003.hdr.sgml : 20140513 20140513114940 ACCESSION NUMBER: 0001512601-14-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140513 DATE AS OF CHANGE: 20140513 EFFECTIVENESS DATE: 20140513 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: 14836043 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 03-31-2014 03-31-2014 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F HOLDINGS REPORT 028-14299 N Raliegh Riddoch 303-444-9696 Raliegh Riddoch Boulder CO 05-13-2014 0 51 123576 false INFORMATION TABLE 2 bsw13fQ12014.xml ACCELERATE DIAGNOSTICS INC COM COM 00430H102 866 39714 SH SOLE 0 0 0 39714 AMGEN INC COM COM 31162100 258 2089 SH SOLE 0 0 0 2089 APPLE INC COM COM 37833100 576 1072 SH SOLE 0 0 0 1072 ARRAY BIOPHARMA INC COM COM 04269X105 94 20000 SH SOLE 0 0 0 20000 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 84670702 301 2409 SH SOLE 0 0 0 2409 BP PLC SPONSORED ADR COM 55622104 211 4392 SH SOLE 0 0 0 4392 CAMBRIA ETF TR SHSHLD YIELD ETF EQUITY ETF 132061201 592 19559 SH SOLE 0 0 0 19559 CHEVRON CORP NEW COM COM 166764100 273 2298 SH SOLE 0 0 0 2298 CITIGROUP INC COM NEW COM 172967424 333 7002 SH SOLE 0 0 0 7002 COBIZ FINANCIAL INC COM COM 190897108 550 47750 SH SOLE 0 0 0 47750 COCA COLA CO COM COM 191216100 775 20041 SH SOLE 0 0 0 20041 DISNEY WALT CO COM DISNEY COM 254687106 819 10234 SH SOLE 0 0 0 10234 E M C CORP MASS COM COM 268648102 1633 59591 SH SOLE 0 0 0 59591 ENTERPRISE PRODS PARTNERS L COM COM 293792107 213 3070 SH SOLE 0 0 0 3070 EXXON MOBIL CORP COM COM 30231G102 1044 10683 SH SOLE 0 0 0 10683 FIRST TR EXCHANGE TRADED FD NASD TECH DIV EQUITY ETF 33738R118 493 19616 SH SOLE 0 0 0 19616 GENERAL ELECTRIC CO COM COM 369604103 791 30536 SH SOLE 0 0 0 30536 GOOGLE INC CL A COM 38259P508 243 218 SH SOLE 0 0 0 218 GRAINGER W W INC COM COM 384802104 595 2353 SH SOLE 0 0 0 2353 HOSPITALITY PPTYS TR COM SH BEN INT COM 44106M102 287 10000 SH SOLE 0 0 0 10000 IKANOS COMMUNICATIONS COM 45173E105 19 22000 SH SOLE 0 0 0 22000 INTERNATIONAL BUSINESS MACHS COM COM 459200101 747 3880 SH SOLE 0 0 0 3880 ISHARES CORE S&P MCP ETF EQUITY ETF 464287507 3357 24418 SH SOLE 0 0 0 24418 ISHARES CORE S&P500 ETF EQUITY ETF 464287200 7848 41713 SH SOLE 0 0 0 41713 ISHARES CORE TOTUSBD ETF BOND ETF 464287226 1019 9446 SH SOLE 0 0 0 9446 ISHARES EAFE GRWTH ETF EQUITY ETF 464288885 1411 19890 SH SOLE 0 0 0 19890 ISHARES GOLD TRUST ISHARES GOLD ETF 464285105 3051 245232 SH SOLE 0 0 0 245232 ISHARES INTL SEL DIV ETF EQUITY ETF 464288448 2689 69596 SH SOLE 0 0 0 69596 ISHARES MSCI ACWI ETF EQUITY ETF 464288257 981 16867 SH SOLE 0 0 0 16867 ISHARES MSCI EAFE ETF EQUITY ETF 464287465 38129 567390 SH SOLE 0 0 0 567390 ISHARES RUSSELL 2000 ETF EQUITY ETF 464287655 2809 24146 SH SOLE 0 0 0 24146 ISHARES TIPS BD ETF BOND ETF 464287176 294 2624 SH SOLE 0 0 0 2624 JOHNSON & JOHNSON COM COM 478160104 307 3127 SH SOLE 0 0 0 3127 PEPSICO INC COM COM 713448108 214 2557 SH SOLE 0 0 0 2557 PFIZER INC COM COM 717081103 252 7832 SH SOLE 0 0 0 7832 PIEDMONT OFFICE REALTY TR IN COM CL A COM 720190206 857 49996 SH SOLE 0 0 0 49996 POWERSHARES ETF TRUST WNDRHLL CLN EN EQUITY ETF 73935X500 73 10380 SH SOLE 0 0 0 10380 PRAXAIR INC COM COM 74005P104 679 5182 SH SOLE 0 0 0 5182 SCHWAB STRATEGIC TR INTL EQTY ETF EQUITY ETF 808524805 281 8932 SH SOLE 0 0 0 8932 SCHWAB STRATEGIC TR US AGGREGATE B EQUITY ETF 808524839 4901 95843 SH SOLE 0 0 0 95843 SCHWAB STRATEGIC TR US BRD MKT ETF EQUITY ETF 808524102 234 5127 SH SOLE 0 0 0 5127 SELECT SECTOR SPDR TR SBI INT-ENERGY EQUITY ETF 81369Y506 7901 88717 SH SOLE 0 0 0 88717 SPDR S&P 500 ETF TR TR UNIT EQUITY ETF 78462F103 20095 107455 SH SOLE 0 0 0 107455 TRAVELERS COMPANIES EQUITY ETF 89417E109 696 8179 SH SOLE 0 0 0 8179 UNITED STS 12 MONTH OIL FD L UNIT BEN INT OIL ETF 91288V103 241 5464 SH SOLE 0 0 0 5464 V F CORP COM COM 918204108 652 10532 SH SOLE 0 0 0 10532 VANGUARD INDEX FDS LARGE CAP ETF EQUITY ETF 922908637 280 3250 SH SOLE 0 0 0 3250 VANGUARD INDEX FDS SMALL CP ETF EQUITY ETF 922908751 412 3645 SH SOLE 0 0 0 3645 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF EQUITY ETF 922042874 11146 189077 SH SOLE 0 0 0 189077 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF EQUITY ETF 922042742 570 9554 SH SOLE 0 0 0 9554 WISDOMTREE TR INTL SMCAP DIV EQUITY ETF 97717W760 484 7449 SH SOLE 0 0 0 7449