0001512601-16-000006.txt : 20160212
0001512601-16-000006.hdr.sgml : 20160212
20160211173625
ACCESSION NUMBER: 0001512601-16-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20151231
FILED AS OF DATE: 20160212
DATE AS OF CHANGE: 20160211
EFFECTIVENESS DATE: 20160212
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: 161413054
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
12-31-2015
12-31-2015
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
02-11-2016
0
63
200114
false
INFORMATION TABLE
2
bsw13fQ42015.xml
ALPHABET INC CAP STK CL C ADDED
COM
02079K107
206
271
SH
SOLE
0
0
0
271
AMGEN INC COM
COM
031162100
339
2091
SH
SOLE
0
0
0
2091
APPLE INC COM
COM
037833100
1107
10514
SH
SOLE
0
0
0
10514
ARRAY BIOPHARMA INC COM
COM
04269X105
42
10000
SH
SOLE
0
0
0
10000
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
084670702
327
2479
SH
SOLE
0
0
0
2479
BP PLC SPONSORED ADR
COM
055622104
252
8077
SH
SOLE
0
0
0
8077
CAMBRIA ETF TR SHSHLD YIELD ETF
EQUITY ETF
132061201
696
24099
SH
SOLE
0
0
0
24099
CHEVRON CORP NEW COM
COM
166764100
617
6862
SH
SOLE
0
0
0
6862
CITIGROUP INC COM NEW
COM
172967424
397
7673
SH
SOLE
0
0
0
7673
COBIZ FINANCIAL INC COM
COM
190897108
641
47750
SH
SOLE
0
0
0
47750
COCA COLA CO COM
COM
191216100
1248
29052
SH
SOLE
0
0
0
29052
CVS HEALTH CORP
COM
126650100
271
2771
SH
SOLE
0
0
0
2771
DANAHER CORP DEL COM
COM
235851102
318
3423
SH
SOLE
0
0
0
3423
DBX ETF TR XTRAK MSCI EAFE
EQUITY ETF
233051200
9083
334416
SH
SOLE
0
0
0
334416
DIREXION SHS ETF TR BRZ BL 3X SHS NW
EQUITY ETF
25490K844
174
15000
SH
SOLE
0
0
0
15000
DISNEY WALT CO COM DISNEY
COM
254687106
1036
9862
SH
SOLE
0
0
0
9862
DU PONT E I DE NEMOURS & CO COM
COM
263534109
205
3081
SH
SOLE
0
0
0
3081
E M C CORP MASS COM
COM
268648102
1411
54955
SH
SOLE
0
0
0
54955
EXXON MOBIL CORP COM
COM
30231G102
1295
16611
SH
SOLE
0
0
0
16611
GENERAL ELECTRIC CO COM
COM
369604103
1531
49135
SH
SOLE
0
0
0
49135
GRAINGER W W INC COM
COM
384802104
509
2510
SH
SOLE
0
0
0
2510
HOSPITALITY PPTYS TR COM SH BEN INT
COM
44106M102
262
10000
SH
SOLE
0
0
0
10000
INTEL CORP COM
COM
458140100
218
6314
SH
SOLE
0
0
0
6314
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
533
3870
SH
SOLE
0
0
0
3870
ISHARES GOLD TRUST ISHARES
GOLD ETF
464285105
2568
250988
SH
SOLE
0
0
0
250988
ISHARES TR CORE S&P MCP ETF
EQUITY ETF
464287507
11670
83767
SH
SOLE
0
0
0
83767
ISHARES TR CORE S&P500 ETF
EQUITY ETF
464287200
41843
204243
SH
SOLE
0
0
0
204243
ISHARES TR CORE US AGGBD ET
BOND ETF
464287226
710
6574
SH
SOLE
0
0
0
6574
ISHARES TR EAFE GRWTH ETF
EQUITY ETF
464288885
876
13053
SH
SOLE
0
0
0
13053
ISHARES TR HDG MSCI EAFE
EQUITY ETF
46434V803
9322
367019
SH
SOLE
0
0
0
367019
ISHARES TR MSCI ACWI ETF
EQUITY ETF
464288257
1307
23407
SH
SOLE
0
0
0
23407
ISHARES TR MSCI EAFE ETF
EQUITY ETF
464287465
39573
673927
SH
SOLE
0
0
0
673927
ISHARES TR MSCI EMG MKT ETF
EQUITY ETF
464287234
2619
81363
SH
SOLE
0
0
0
81363
ISHARES TR RUSSELL 2000 ETF
EQUITY ETF
464287655
12189
108230
SH
SOLE
0
0
0
108230
ISHARES TR TIPS BD ETF
BOND ETF
464287176
281
2565
SH
SOLE
0
0
0
2565
JOHNSON & JOHNSON COM
COM
478160104
448
4357
SH
SOLE
0
0
0
4357
JPMORGAN CHASE & CO COM
COM
46625H100
359
5433
SH
SOLE
0
0
0
5433
MERCK & CO INC NEW COM
COM
58933Y105
273
5169
SH
SOLE
0
0
0
5169
PEPSICO INC COM
COM
713448108
530
5302
SH
SOLE
0
0
0
5302
PFIZER INC COM
COM
717081103
660
20451
SH
SOLE
0
0
0
20451
PIEDMONT OFFICE REALTY TR IN COM CL A
COM
720190206
944
49996
SH
SOLE
0
0
0
49996
PRAXAIR INC COM
COM
74005P104
551
5377
SH
SOLE
0
0
0
5377
PROCTER & GAMBLE CO COM
COM
742718109
1783
22457
SH
SOLE
0
0
0
22457
REYNOLDS AMERICAN INC COM
COM
761713106
264
5728
SH
SOLE
0
0
0
5728
SCHWAB STRATEGIC TR INTL EQTY ETF
EQUITY ETF
808524805
1665
60426
SH
SOLE
0
0
0
60426
SCHWAB STRATEGIC TR US AGGREGATE B
BOND ETF
808524839
7174
139309
SH
SOLE
0
0
0
139309
SCHWAB STRATEGIC TR US BRD MKT ETF
EQUITY ETF
808524102
643
13106
SH
SOLE
0
0
0
13106
SCHWAB STRATEGIC TR US LRG CAP ETF
EQUITY ETF
808524201
625
12860
SH
SOLE
0
0
0
12860
SPDR S&P 500 ETF TR TR UNIT
EQUITY ETF
78462F103
19193
94145
SH
SOLE
0
0
0
94145
SPDR SERIES TRUST NUVN BR SHT MUNI
BOND ETF
78464A425
3818
156733
SH
SOLE
0
0
0
156733
SPDR SERIES TRUST NUVN BRCLY MUNI
BOND ETF
78464A458
3859
158274
SH
SOLE
0
0
0
158274
SPROTT PHYSICAL PLAT PALLAD UNIT
PALLADIUM ETF
85207Q104
79
12825
SH
SOLE
0
0
0
12825
SWEDISH EXPT CR CORP ROG AGRI ETN22
COM
870297603
138
22000
SH
SOLE
0
0
0
22000
TRAVELERS COMPANIES
COM
89417E109
751
6651
SH
SOLE
0
0
0
6651
V F CORP COM
COM
918204108
654
10513
SH
SOLE
0
0
0
10513
VANGUARD INDEX FDS LARGE CAP ETF
EQUITY ETF
922908637
304
3250
SH
SOLE
0
0
0
3250
VANGUARD INDEX FDS MID CAP ETF
EQUITY ETF
922908629
3175
26436
SH
SOLE
0
0
0
26436
VANGUARD INDEX FDS SMALL CP ETF
EQUITY ETF
922908751
320
2888
SH
SOLE
0
0
0
2888
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
EQUITY ETF
922042858
3048
93180
SH
SOLE
0
0
0
93180
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
EQUITY ETF
922042742
267
4638
SH
SOLE
0
0
0
4638
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF
EQUITY ETF
921943858
2422
65951
SH
SOLE
0
0
0
65951
VISA INC COM CL A
COM
92826C839
241
3103
SH
SOLE
0
0
0
3103
WISDOMTREE TR INTL SMCAP DIV
EQUITY ETF
97717W760
250
4305
SH
SOLE
0
0
0
4305