0001512601-14-000004.txt : 20140813 0001512601-14-000004.hdr.sgml : 20140812 20140812120601 ACCESSION NUMBER: 0001512601-14-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140812 DATE AS OF CHANGE: 20140812 EFFECTIVENESS DATE: 20140812 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: 141033078 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 06-30-2014 06-30-2014 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F HOLDINGS REPORT 028-14299 N Raliegh Riddoch 303-444-9696 Raliegh Riddoch Boulder CO 08-12-2014 0 50 126822 false INFORMATION TABLE 2 bsw13fQ22014.xml ACCELERATE DIAGNOSTICS INC COM COM 00430H102 747 28714 SH SOLE 0 0 0 28714 AMGEN INC COM COM 31162100 247 2089 SH SOLE 0 0 0 2089 APPLE INC COM COM 37833100 688 7405 SH SOLE 0 0 0 7405 ARRAY BIOPHARMA INC COM COM 04269X105 94 20540 SH SOLE 0 0 0 20540 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 84670702 309 2444 SH SOLE 0 0 0 2444 BP PLC SPONSORED ADR COM 55622104 234 4444 SH SOLE 0 0 0 4444 CAMBRIA ETF TR SHSHLD YIELD ETF COM 132061201 585 19027 SH SOLE 0 0 0 19027 CHEVRON CORP NEW COM COM 166764100 300 2299 SH SOLE 0 0 0 2299 CITIGROUP INC COM NEW COM 172967424 330 7002 SH SOLE 0 0 0 7002 COBIZ FINANCIAL INC COM COM 190897108 514 47750 SH SOLE 0 0 0 47750 COCA COLA CO COM COM 191216100 691 16306 SH SOLE 0 0 0 16306 DISNEY WALT CO COM DISNEY COM 254687106 886 10334 SH SOLE 0 0 0 10334 E M C CORP MASS COM COM 268648102 1550 58846 SH SOLE 0 0 0 58846 ENTERPRISE PRODS PARTNERS L COM COM 293792107 255 3263 SH SOLE 0 0 0 3263 EXXON MOBIL CORP COM COM 30231G102 1076 10685 SH SOLE 0 0 0 10685 FIRST TR EXCHANGE TRADED FD NASD TECH DIV EQUITY ETF 33738R118 501 18932 SH SOLE 0 0 0 18932 GENERAL ELECTRIC CO COM COM 369604103 827 31473 SH SOLE 0 0 0 31473 GRAINGER W W INC COM COM 384802104 563 2213 SH SOLE 0 0 0 2213 HOSPITALITY PPTYS TR COM SH BEN INT COM 44106M102 304 10000 SH SOLE 0 0 0 10000 INTERNATIONAL BUSINESS MACHS COM COM 459200101 700 3859 SH SOLE 0 0 0 3859 ISHARES CORE S&P MCP ETF EQUITY ETF 464287507 3439 24038 SH SOLE 0 0 0 24038 ISHARES CORE S&P500 ETF EQUITY ETF 464287200 8342 42344 SH SOLE 0 0 0 42344 ISHARES CORE TOTUSBD ETF BOND ETF 464287226 901 8240 SH SOLE 0 0 0 8240 ISHARES EAFE GRWTH ETF EQUITY ETF 464288885 1342 18520 SH SOLE 0 0 0 18520 ISHARES GOLD TRUST ISHARES GOLD ETF 464285105 3237 251289 SH SOLE 0 0 0 251289 ISHARES INTL SEL DIV ETF EQUITY ETF 464288448 2684 67297 SH SOLE 0 0 0 67297 ISHARES MSCI ACWI ETF EQUITY ETF 464288257 1016 16867 SH SOLE 0 0 0 16867 ISHARES MSCI EAFE ETF EQUITY ETF 464287465 38576 564220 SH SOLE 0 0 0 564220 ISHARES RUSSELL 2000 ETF EQUITY ETF 464287655 2859 24060 SH SOLE 0 0 0 24060 ISHARES TIPS BD ETF BOND ETF 464287176 297 2574 SH SOLE 0 0 0 2574 JOHNSON & JOHNSON COM COM 478160104 336 3210 SH SOLE 0 0 0 3210 PEPSICO INC COM COM 713448108 232 2602 SH SOLE 0 0 0 2602 PFIZER INC COM COM 717081103 232 7832 SH SOLE 0 0 0 7832 PIEDMONT OFFICE REALTY TR IN COM CL A COM 720190206 947 49996 SH SOLE 0 0 0 49996 POWERSHARES ETF TRUST WNDRHLL CLN EN COM 73935X500 72 10380 SH SOLE 0 0 0 10380 PRAXAIR INC COM COM 74005P104 688 5182 SH SOLE 0 0 0 5182 RALLY SOFTWARE DEV CORP COM COM 751198102 531 48734 SH SOLE 0 0 0 48734 SCHWAB STRATEGIC TR INTL EQTY ETF EQUITY ETF 808524805 354 10741 SH SOLE 0 0 0 10741 SCHWAB STRATEGIC TR US AGGREGATE B BOND ETF 808524839 4942 95226 SH SOLE 0 0 0 95226 SCHWAB STRATEGIC TR US BRD MKT ETF BOND ETF 808524102 300 6285 SH SOLE 0 0 0 6285 SELECT SECTOR SPDR TR SBI INT-ENERGY EQUITY ETF 81369Y506 8744 87352 SH SOLE 0 0 0 87352 SPDR S&P 500 ETF TR TR UNIT EQUITY ETF 78462F103 20693 105727 SH SOLE 0 0 0 105727 TRAVELERS COMPANIES COM 89417E109 769 8179 SH SOLE 0 0 0 8179 UNITED STS 12 MONTH OIL FD L UNIT BEN INT OIL ETF 91288V103 258 5464 SH SOLE 0 0 0 5464 V F CORP COM COM 918204108 664 10532 SH SOLE 0 0 0 10532 VANGUARD INDEX FDS LARGE CAP ETF EQUITY ETF 922908637 293 3250 SH SOLE 0 0 0 3250 VANGUARD INDEX FDS SMALL CP ETF EQUITY ETF 922908751 422 3602 SH SOLE 0 0 0 3602 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF EQUITY ETF 922042874 11276 188087 SH SOLE 0 0 0 188087 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF EQUITY ETF 922042742 505 8114 SH SOLE 0 0 0 8114 WISDOMTREE TR INTL SMCAP DIV EQUITY ETF 97717W760 470 7254 SH SOLE 0 0 0 7254