0001512601-16-000009.txt : 20160811
0001512601-16-000009.hdr.sgml : 20160811
20160811141627
ACCESSION NUMBER: 0001512601-16-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160811
DATE AS OF CHANGE: 20160811
EFFECTIVENESS DATE: 20160811
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: 161824044
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
false
false
0001512601
XXXXXXXX
06-30-2016
06-30-2016
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
08-11-2016
0
68
182
false
INFORMATION TABLE
2
bsw13fQ22016.xml
AGILENT TECHNOLOGIES INC COM
COM
00846U101
204
4600
SH
SOLE
0
0
0
4600
ALPHABET INC CAP STK CL C
COM
02079K107
203
293
SH
SOLE
0
0
0
293
AMGEN INC COM
COM
31162100
318
2089
SH
SOLE
0
0
0
2089
APPLE INC COM
COM
37833100
954
9983
SH
SOLE
0
0
0
9983
ARRAY BIOPHARMA INC COM
COM
04269X105
36
10000
SH
SOLE
0
0
0
10000
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
84670702
363
2509
SH
SOLE
0
0
0
2509
BP PLC SPONSORED ADR
COM
55622104
208
5860
SH
SOLE
0
0
0
5860
CAMBRIA ETF TR SHSHLD YIELD ETF
EQUITY ETF
132061201
618
21864
SH
SOLE
0
0
0
21864
CHEVRON CORP NEW COM
COM
166764100
610
5823
SH
SOLE
0
0
0
5823
CITIGROUP INC COM NEW
COM
172967424
305
7202
SH
SOLE
0
0
0
7202
COBIZ FINANCIAL INC COM
COM
190897108
196
16750
SH
SOLE
0
0
0
16750
COCA COLA CO COM
COM
191216100
1303
28750
SH
SOLE
0
0
0
28750
CVS HEALTH CORP COM
COM
126650100
265
2765
SH
SOLE
0
0
0
2765
DANAHER CORP DEL COM
COM
235851102
383
3796
SH
SOLE
0
0
0
3796
DBX ETF TR XTRAK MSCI EAFE
EQUITY ETF
233051200
207
8300
SH
SOLE
0
0
0
8300
DISNEY WALT CO COM DISNEY
COM
254687106
991
10131
SH
SOLE
0
0
0
10131
E M C CORP MASS COM
COM
268648102
1397
51416
SH
SOLE
0
0
0
51416
EXXON MOBIL CORP COM
COM
30231G102
1499
15986
SH
SOLE
0
0
0
15986
GENERAL ELECTRIC CO COM
COM
369604103
1350
42869
SH
SOLE
0
0
0
42869
GRAINGER W W INC COM
COM
384802104
514
2260
SH
SOLE
0
0
0
2260
HALLIBURTON CO COM
COM
406216101
298
6583
SH
SOLE
0
0
0
6583
HOSPITALITY PPTYS TR COM SH BEN INT
COM
44106M102
288
10000
SH
SOLE
0
0
0
10000
INTEL CORP COM
COM
458140100
240
7318
SH
SOLE
0
0
0
7318
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
584
3850
SH
SOLE
0
0
0
3850
ISHARES GOLD TRUST ISHARES
GOLD ETF
464285105
3081
241473
SH
SOLE
0
0
0
241473
ISHARES TR CORE S&P MCP ETF
EQUITY ETF
464287507
9958
66656
SH
SOLE
0
0
0
66656
ISHARES TR CORE S&P500 ETF
EQUITY ETF
464287200
31336
148866
SH
SOLE
0
0
0
148866
ISHARES TR CORE US AGGBD ET
BOND ETF
464287226
626
5558
SH
SOLE
0
0
0
5558
ISHARES TR EAFE GRWTH ETF
EQUITY ETF
464288885
800
12229
SH
SOLE
0
0
0
12229
ISHARES TR MSCI ACWI ETF
EQUITY ETF
464288257
1510
26846
SH
SOLE
0
0
0
26846
ISHARES TR MSCI EAFE ETF
EQUITY ETF
464287465
47230
846104
SH
SOLE
0
0
0
846104
ISHARES TR MSCI EMG MKT ETF
EQUITY ETF
464287234
10771
313485
SH
SOLE
0
0
0
313485
ISHARES TR RUSSELL 2000 ETF
EQUITY ETF
464287655
10101
87854
SH
SOLE
0
0
0
87854
ISHARES TR TIPS BD ETF
BOND ETF
464287176
352
3021
SH
SOLE
0
0
0
3021
JOHNSON & JOHNSON COM
COM
478160104
572
4714
SH
SOLE
0
0
0
4714
JPMORGAN CHASE & CO COM
COM
46625H100
319
5132
SH
SOLE
0
0
0
5132
LILLY ELI & CO COM
COM
532457108
393
4988
SH
SOLE
0
0
0
4988
MERCK & CO INC COM
COM
58933Y105
284
4935
SH
SOLE
0
0
0
4935
PEPSICO INC COM
COM
713448108
562
5301
SH
SOLE
0
0
0
5301
PFIZER INC COM
COM
717081103
451
12809
SH
SOLE
0
0
0
12809
PIEDMONT OFFICE REALTY TR IN COM CL A
COM
720190206
1077
49996
SH
SOLE
0
0
0
49996
PRAXAIR INC COM
COM
74005P104
604
5377
SH
SOLE
0
0
0
5377
PROCTER & GAMBLE CO COM
COM
742718109
1680
19844
SH
SOLE
0
0
0
19844
REYNOLDS AMERICAN INC COM
COM
761713106
309
5728
SH
SOLE
0
0
0
5728
ROYCE MICRO-CAP TR INC COM
EQUITY ETF
780915104
389
53043
SH
SOLE
0
0
0
53043
SCHWAB STRATEGIC TR EMRG MKTEQ ETF
EQUITY ETF
808524706
433
20334
SH
SOLE
0
0
0
20334
SCHWAB STRATEGIC TR INTL EQTY ETF
EQUITY ETF
808524805
1573
58028
SH
SOLE
0
0
0
58028
SCHWAB STRATEGIC TR US AGGREGATE B
BOND ETF
808524839
7842
145979
SH
SOLE
0
0
0
145979
SCHWAB STRATEGIC TR US BRD MKT ETF
EQUITY ETF
808524102
812
16147
SH
SOLE
0
0
0
16147
SCHWAB STRATEGIC TR US LRG CAP ETF
EQUITY ETF
808524201
653
13127
SH
SOLE
0
0
0
13127
SPDR GOLD TRUST GOLD SHS
GOLD ETF
78463V107
476
3760
SH
SOLE
0
0
0
3760
SPDR S&P 500 ETF TR TR UNIT
EQUITY ETF
78462F103
17670
84355
SH
SOLE
0
0
0
84355
SPDR SER TR NUVN BR SHT MUNI
BOND ETF
78468R739
3198
65155
SH
SOLE
0
0
0
65155
SPDR SER TR NUVN BRCLY MUNI
BOND ETF
78468R721
4020
79463
SH
SOLE
0
0
0
79463
SPROTT PHYSICAL PLAT PALLAD UNIT
PALLADIUM ETF
85207Q104
90
12825
SH
SOLE
0
0
0
12825
SWEDISH EXPT CR CORP ROG AGRI ETN22
COM
870297603
145
22000
SH
SOLE
0
0
0
22000
TRAVELERS COMPANIES INC COM
COM
89417E109
765
6427
SH
SOLE
0
0
0
6427
V F CORP COM
COM
918204108
643
10452
SH
SOLE
0
0
0
10452
VANGUARD BD INDEX FD INC SHORT TRM BOND
BOND ETF
921937827
567
7000
SH
SOLE
0
0
0
7000
VANGUARD CHARLOTTE FDS INTL BD IDX ETF
BOND ETF
92203J407
436
7825
SH
SOLE
0
0
0
7825
VANGUARD INDEX FDS LARGE CAP ETF
EQUITY ETF
922908637
312
3250
SH
SOLE
0
0
0
3250
VANGUARD INDEX FDS MID CAP ETF
EQUITY ETF
922908629
633
5118
SH
SOLE
0
0
0
5118
VANGUARD INDEX FDS SMALL CP ETF
EQUITY ETF
922908751
284
2452
SH
SOLE
0
0
0
2452
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
EQUITY ETF
922042858
414
11764
SH
SOLE
0
0
0
11764
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
EQUITY ETF
922042742
214
3681
SH
SOLE
0
0
0
3681
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF
EQUITY ETF
921943858
3330
94188
SH
SOLE
0
0
0
94188
WISDOMTREE TR INTL SMCAP DIV
EQUITY ETF
97717W760
408
7271
SH
SOLE
0
0
0
7271
WISDOMTREE TR MIDCAP DIVI FD
EQUITY ETF
97717W505
1212
13543
SH
SOLE
0
0
0
13543