0001512601-15-000002.txt : 20150213
0001512601-15-000002.hdr.sgml : 20150213
20150213104510
ACCESSION NUMBER: 0001512601-15-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150213
DATE AS OF CHANGE: 20150213
EFFECTIVENESS DATE: 20150213
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: 15610746
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
12-31-2014
12-31-2014
BSW Wealth Partners
2336 PEARL STREET
BOULDER
CO
80302
13F HOLDINGS REPORT
028-14299
N
Raliegh Riddoch
Financial Advisor
303-444-9696
Raliegh Riddoch
Boulder
CO
02-13-2015
0
55
123856
false
INFORMATION TABLE
2
bsw13fQ42014.xml
ACCELERATE DIAGNOSTICS INC COM
COM
00430H102
436
22714
SH
SOLE
0
0
0
22714
AMGEN INC COM
COM
31162100
338
2124
SH
SOLE
0
0
0
2124
APPLE INC COM
COM
37833100
968
8765
SH
SOLE
0
0
0
8765
ARRAY BIOPHARMA INC COM
COM
04269X105
95
20000
SH
SOLE
0
0
0
20000
AT&T INC COM
COM
00206R102
364
10835
SH
SOLE
0
0
0
10835
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
84670702
347
2310
SH
SOLE
0
0
0
2310
CAMBRIA ETF TR SHSHLD YIELD ETF
COM
132061201
604
19370
SH
SOLE
0
0
0
19370
CHEVRON CORP NEW COM
COM
166764100
729
6495
SH
SOLE
0
0
0
6495
CITIGROUP INC COM NEW
COM
172967424
379
7002
SH
SOLE
0
0
0
7002
COBIZ FINANCIAL INC COM
COM
190897108
627
47750
SH
SOLE
0
0
0
47750
COCA COLA CO COM
COM
191216100
686
16243
SH
SOLE
0
0
0
16243
DISNEY WALT CO COM DISNEY
COM
254687106
972
10319
SH
SOLE
0
0
0
10319
E M C CORP MASS COM
COM
268648102
1740
58492
SH
SOLE
0
0
0
58492
EXXON MOBIL CORP COM
COM
30231G102
1600
17311
SH
SOLE
0
0
0
17311
FIRST TR EXCHANGE TRADED FD NASD TECH DIV
EQUITY ETF
33738R118
520
18800
SH
SOLE
0
0
0
18800
GENERAL ELECTRIC CO COM
COM
369604103
1055
41752
SH
SOLE
0
0
0
41752
GRAINGER W W INC COM
COM
384802104
403
1583
SH
SOLE
0
0
0
1583
HOSPITALITY PPTYS TR COM SH BEN INT
COM
44106M102
310
10000
SH
SOLE
0
0
0
10000
IKANOS COMMUNICATIONS
COM
45173E105
14
44000
SH
SOLE
0
0
0
44000
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
631
3933
SH
SOLE
0
0
0
3933
ISHARES CORE S&P MCP ETF
EQUITY ETF
464287507
3398
23469
SH
SOLE
0
0
0
23469
ISHARES CORE S&P500 ETF
EQUITY ETF
464287200
11181
54047
SH
SOLE
0
0
0
54047
ISHARES TR CORE US AGGBD ET
BOND ETF
464287226
852
7734
SH
SOLE
0
0
0
7734
ISHARES EAFE GRWTH ETF
EQUITY ETF
464288885
1012
15378
SH
SOLE
0
0
0
15378
ISHARES GOLD TRUST ISHARES
GOLD ETF
464285105
2821
246578
SH
SOLE
0
0
0
246578
ISHARES INTL SEL DIV ETF
EQUITY ETF
464288448
2388
70868
SH
SOLE
0
0
0
70868
ISHARES MSCI ACWI ETF
EQUITY ETF
464288257
1244
21267
SH
SOLE
0
0
0
21267
ISHARES MSCI EAFE ETF
EQUITY ETF
464287465
34849
572791
SH
SOLE
0
0
0
572791
ISHARES RUSSELL 2000 ETF
EQUITY ETF
464287655
2924
24447
SH
SOLE
0
0
0
24447
ISHARES TIPS BD ETF
BOND ETF
464287176
315
2814
SH
SOLE
0
0
0
2814
JOHNSON & JOHNSON COM
COM
478160104
319
3054
SH
SOLE
0
0
0
3054
JPMORGAN CHASE & CO COM
COM
46625H100
313
5000
SH
SOLE
0
0
0
5000
PEPSICO INC COM
COM
713448108
232
2452
SH
SOLE
0
0
0
2452
PFIZER INC COM
COM
717081103
247
7932
SH
SOLE
0
0
0
7932
PIEDMONT OFFICE REALTY TR IN COM CL A
COM
720190206
942
49996
SH
SOLE
0
0
0
49996
PRAXAIR INC COM
COM
74005P104
671
5182
SH
SOLE
0
0
0
5182
RALLY SOFTWARE DEV CORP COM
COM
751198102
621
54634
SH
SOLE
0
0
0
54634
SCHWAB STRATEGIC TR INTL EQTY ETF
EQUITY ETF
808524805
9920
343143
SH
SOLE
0
0
0
343143
SCHWAB STRATEGIC TR US AGGREGATE B
BOND ETF
808524839
6278
119908
SH
SOLE
0
0
0
119908
SCHWAB STRATEGIC TR US BRD MKT ETF
EQUITY ETF
808524102
941
18894
SH
SOLE
0
0
0
18894
SCHWAB STRATEGIC TR EMERG MKTEQ ETF
EQUITY ETF
808524706
483
20213
SH
SOLE
0
0
0
20213
SCHWAB STRATEGIC TR US LRG CAP ETF
EQUITY ETF
808524201
426
8680
SH
SOLE
0
0
0
8680
SCHWAB STRATEGIC TR US SML CAP ETF
EQUITY ETF
808524607
332
6021
SH
SOLE
0
0
0
6021
SPDR S&P 500 ETF TR TR UNIT
EQUITY ETF
78462F103
20566
100060
SH
SOLE
0
0
0
100060
SPDR NUVN BR SHT MUNI
BOND ETF
78464A425
869
35764
SH
SOLE
0
0
0
35764
SPDR NUVN BRCLY MUNI
BOND ETF
78464A458
804
33282
SH
SOLE
0
0
0
33282
SPROTT PHYSICAL GOLD TRUST UNIT
GOLD ETF
85207H104
138
14100
SH
SOLE
0
0
0
14100
SPROTT PHYSICAL PLAT PALLAD UNIT
PALLADIUM ETF
85207Q104
98
11325
SH
SOLE
0
0
0
11325
TRAVELERS COMPANIES
COM
89417E109
670
6331
SH
SOLE
0
0
0
6331
V F CORP COM
COM
918204108
783
10452
SH
SOLE
0
0
0
10452
VANGUARD INDEX FDS LARGE CAP ETF
EQUITY ETF
922908637
307
3250
SH
SOLE
0
0
0
3250
VANGUARD INDEX FDS SMALL CP ETF
EQUITY ETF
922908751
413
3538
SH
SOLE
0
0
0
3538
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
EQUITY ETF
922042874
2852
54412
SH
SOLE
0
0
0
54412
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
EQUITY ETF
922042742
396
6583
SH
SOLE
0
0
0
6583
WISDOMTREE TR INTL SMCAP DIV
EQUITY ETF
97717W760
433
7807
SH
SOLE
0
0
0
7807