0001512601-15-000003.txt : 20150514
0001512601-15-000003.hdr.sgml : 20150514
20150514135948
ACCESSION NUMBER: 0001512601-15-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150514
DATE AS OF CHANGE: 20150514
EFFECTIVENESS DATE: 20150514
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: 15861940
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
03-31-2015
03-31-2015
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
05-14-2015
0
52
157280
false
INFORMATION TABLE
2
bsw13fQ12015.xml
ACCELERATE DIAGNOSTICS INC COM
COM
00430H102
489
21714
SH
SOLE
0
0
0
21714
AMGEN INC COM
COM
31162100
334
2089
SH
SOLE
0
0
0
2089
APPLE INC COM
COM
37833100
1153
9269
SH
SOLE
0
0
0
9269
ARRAY BIOPHARMA INC COM
COM
04269X105
74
10000
SH
SOLE
0
0
0
10000
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
84670702
333
2310
SH
SOLE
0
0
0
2310
CAMBRIA ETF TR SHSHLD YIELD ETF
COM
132061201
495
15569
SH
SOLE
0
0
0
15569
CHEVRON CORP NEW COM
COM
166764100
262
2496
SH
SOLE
0
0
0
2496
CITIGROUP INC COM NEW
COM
172967424
361
7012
SH
SOLE
0
0
0
7012
COBIZ FINANCIAL INC COM
COM
190897108
588
47750
SH
SOLE
0
0
0
47750
COCA COLA CO COM
COM
191216100
583
14371
SH
SOLE
0
0
0
14371
DISNEY WALT CO COM DISNEY
COM
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996
9494
SH
SOLE
0
0
0
9494
E M C CORP MASS COM
COM
268648102
1474
57652
SH
SOLE
0
0
0
57652
EXXON MOBIL CORP COM
COM
30231G102
960
11290
SH
SOLE
0
0
0
11290
FIRST TR EXCHANGE TRADED FD NASD TECH DIV
EQUITY ETF
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21196
SH
SOLE
0
0
0
21196
GENERAL ELECTRIC CO COM
COM
369604103
829
33420
SH
SOLE
0
0
0
33420
GRAINGER W W INC COM
COM
384802104
624
2648
SH
SOLE
0
0
0
2648
HOSPITALITY PPTYS TR COM SH BEN INT
COM
44106M102
330
10000
SH
SOLE
0
0
0
10000
INTERNATIONAL BUSINESS MACHS COM
COM
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631
3933
SH
SOLE
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0
0
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ISHARES EAFE GRWTH ETF
EQUITY ETF
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14362
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SOLE
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0
0
14362
ISHARES GOLD TRUST ISHARES
GOLD ETF
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2743
239586
SH
SOLE
0
0
0
239586
ISHARES INTL SEL DIV ETF
EQUITY ETF
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1961
58287
SH
SOLE
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0
0
58287
ISHARES MSCI ACWI ETF
EQUITY ETF
464288257
1311
21837
SH
SOLE
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0
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21837
ISHARES TR CORE S&P MCP ETF
EQUITY ETF
464287507
11945
78598
SH
SOLE
0
0
0
78598
ISHARES TR CORE S&P500 ETF
EQUITY ETF
464287200
34594
166453
SH
SOLE
0
0
0
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ISHARES TR CORE US AGGBD ET
BOND ETF
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853
7652
SH
SOLE
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0
0
7652
ISHARES TR MSCI EAFE ETF
EQUITY ETF
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554937
SH
SOLE
0
0
0
554937
ISHARES TR RUSSELL 2000 ETF
EQUITY ETF
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93138
SH
SOLE
0
0
0
93138
ISHARES TR TIPS BD ETF
BOND ETF
464287176
319
2808
SH
SOLE
0
0
0
2808
JOHNSON & JOHNSON COM
COM
478160104
262
2605
SH
SOLE
0
0
0
2605
PEPSICO INC COM
COM
713448108
234
2452
SH
SOLE
0
0
0
2452
PFIZER INC COM
COM
717081103
276
7936
SH
SOLE
0
0
0
7936
PIEDMONT OFFICE REALTY TR IN COM CL A
COM
720190206
930
49996
SH
SOLE
0
0
0
49996
PRAXAIR INC COM
COM
74005P104
626
5182
SH
SOLE
0
0
0
5182
RALLY SOFTWARE DEV CORP COM
COM
751198102
772
49234
SH
SOLE
0
0
0
49234
REYNOLDS AMERICAN INC COM
COM
761713106
232
3364
SH
SOLE
0
0
0
3364
SCHWAB STRATEGIC TR INTL EQTY ETF
EQUITY ETF
808524805
1545
51109
SH
SOLE
0
0
0
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SCHWAB STRATEGIC TR US AGGREGATE B
BOND ETF
808524839
7357
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SH
SOLE
0
0
0
139039
SCHWAB STRATEGIC TR US BRD MKT ETF
EQUITY ETF
808524102
593
11755
SH
SOLE
0
0
0
11755
SCHWAB STRATEGIC TR US LRG CAP ETF
EQUITY ETF
808524201
430
8681
SH
SOLE
0
0
0
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SPDR S&P 500 ETF TR TR UNIT
EQUITY ETF
78462F103
20631
99942
SH
SOLE
0
0
0
99942
SPDR SERIES TRUST NUVN BR SHT MUNI
BOND ETF
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2875
118217
SH
SOLE
0
0
0
118217
SPDR SERIES TRUST NUVN BRCLY MUNI
BOND ETF
78464A458
2877
118797
SH
SOLE
0
0
0
118797
SPROTT PHYSICAL GOLD TRUST UNIT
GOLD ETF
85207H104
138
14100
SH
SOLE
0
0
0
14100
SPROTT PHYSICAL PLAT PALLAD UNIT
PALLADIUM ETF
85207Q104
91
11325
SH
SOLE
0
0
0
11325
TRAVELERS COMPANIES
COM
89417E109
685
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SH
SOLE
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0
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6331
V F CORP COM
COM
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SH
SOLE
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0
0
10452
VANGUARD INDEX FDS LARGE CAP ETF
EQUITY ETF
922908637
309
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SH
SOLE
0
0
0
3250
VANGUARD INDEX FDS SMALL CP ETF
EQUITY ETF
922908751
410
3346
SH
SOLE
0
0
0
3346
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
EQUITY ETF
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242
4463
SH
SOLE
0
0
0
4463
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
EQUITY ETF
922042742
362
5875
SH
SOLE
0
0
0
5875
VANGUARD WHITEHALL FDS INC HIGH DIV YLD
EQUITY ETF
921946406
1192
17455
SH
SOLE
0
0
0
17455
WISDOMTREE TR INTL SMCAP DIV
EQUITY ETF
97717W760
411
6931
SH
SOLE
0
0
0
6931