0001512601-15-000005.txt : 20151110
0001512601-15-000005.hdr.sgml : 20151110
20151109125823
ACCESSION NUMBER: 0001512601-15-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151109
DATE AS OF CHANGE: 20151109
EFFECTIVENESS DATE: 20151109
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: 151214900
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
09-30-2015
09-30-2015
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
11-09-2015
0
61
167732
false
INFORMATION TABLE
2
bsw13fQ32015.xml
ACCELERATE DIAGNOSTICS INC COM
COM
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190
11714
SH
SOLE
0
0
0
11714
AMGEN INC COM
COM
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289
2089
SH
SOLE
0
0
0
2089
APPLE INC COM
COM
37833100
1175
10657
SH
SOLE
0
0
0
10657
ARRAY BIOPHARMA INC COM
COM
04269X105
46
10000
SH
SOLE
0
0
0
10000
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
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322
2473
SH
SOLE
0
0
0
2473
BP PLC SPONSORED ADR
COM
55622104
349
11431
SH
SOLE
0
0
0
11431
BRISTOL MYERS SQUIBB CO COM
COM
110122108
240
4062
SH
SOLE
0
0
0
4062
CAMBRIA ETF TR SHSHLD YIELD ETF
COM
132061201
698
23964
SH
SOLE
0
0
0
23964
CHEVRON CORP NEW COM
COM
166764100
541
6857
SH
SOLE
0
0
0
6857
CITIGROUP INC COM NEW
COM
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380
7662
SH
SOLE
0
0
0
7662
COBIZ FINANCIAL INC COM
COM
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47750
SH
SOLE
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47750
COCA COLA CO COM
COM
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CVS HEALTH CORP
COM
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DANAHER CORP DEL COM
COM
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SH
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DBX ETF TR XTRAK MSCI EAFE
EQUITY ETF
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DIREXION SHS ETF TR BRZ BL 3X SHS NW
EQUITY ETF
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DISNEY WALT CO COM DISNEY
COM
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E M C CORP MASS COM
COM
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EXXON MOBIL CORP COM
COM
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GENERAL ELECTRIC CO COM
COM
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GOOGLE INC CL A
COM
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329
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SOLE
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329
GRAINGER W W INC COM
COM
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HONEYWELL INTL INC COM
COM
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HOSPITALITY PPTYS TR COM SH BEN INT
COM
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INTERNATIONAL BUSINESS MACHS COM
COM
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EQUITY ETF
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GOLD ETF
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EQUITY ETF
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SOLE
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ISHARES TR CORE S&P MCP ETF
EQUITY ETF
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SH
SOLE
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ISHARES TR CORE S&P500 ETF
EQUITY ETF
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180214
SH
SOLE
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0
180214
ISHARES TR CORE US AGGBD ET
BOND ETF
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6623
SH
SOLE
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ISHARES TR MSCI EAFE ETF
EQUITY ETF
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SH
SOLE
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ISHARES TR MSCI EMG MKT ETF
EQUITY ETF
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SH
SOLE
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ISHARES TR RUSSELL 2000 ETF
EQUITY ETF
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SH
SOLE
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ISHARES TR TIPS BD ETF
BOND ETF
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311
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SH
SOLE
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0
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JOHNSON & JOHNSON COM
COM
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435
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SH
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JPMORGAN CHASE & CO COM
COM
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5640
SH
SOLE
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MERCK & CO INC NEW COM
COM
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380
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SH
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NOVARTIS A G SPONSORED ADR
COM
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SOLE
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0
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PEPSICO INC COM
COM
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5088
SH
SOLE
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5088
PFIZER INC COM
COM
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24747
SH
SOLE
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PIEDMONT OFFICE REALTY TR IN COM CL A
COM
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49996
SH
SOLE
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0
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PRAXAIR INC COM
COM
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5182
SH
SOLE
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5182
PROCTER & GAMBLE CO COM
COM
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SH
SOLE
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REYNOLDS AMERICAN INC COM
COM
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SH
SOLE
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5728
SCHWAB STRATEGIC TR INTL EQTY ETF
EQUITY ETF
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SH
SOLE
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0
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SCHWAB STRATEGIC TR US AGGREGATE B
BOND ETF
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SOLE
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SCHWAB STRATEGIC TR US BRD MKT ETF
EQUITY ETF
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SOLE
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SCHWAB STRATEGIC TR US LRG CAP ETF
EQUITY ETF
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SOLE
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SPDR S&P 500 ETF TR TR UNIT
EQUITY ETF
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SPDR SERIES TRUST NUVN BR SHT MUNI
BOND ETF
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SPDR SERIES TRUST NUVN BRCLY MUNI
BOND ETF
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SH
SOLE
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SPROTT PHYSICAL PLAT PALLAD UNIT
PALLADIUM ETF
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SH
SOLE
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TRAVELERS COMPANIES
COM
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UNITED TECHNOLOGIES CORP COM
COM
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V F CORP COM
COM
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SOLE
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VANGUARD INDEX FDS LARGE CAP ETF
EQUITY ETF
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SH
SOLE
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VANGUARD INDEX FDS SMALL CP ETF
EQUITY ETF
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SH
SOLE
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VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
EQUITY ETF
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SOLE
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WISDOMTREE TR MIDCAP DIVI FD
EQUITY ETF
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SH
SOLE
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0
0
17081
WISDOMTREE TR INTL SMCAP DIV
EQUITY ETF
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435
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SH
SOLE
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0
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