0001512601-17-000003.txt : 20170517
0001512601-17-000003.hdr.sgml : 20170517
20170517155604
ACCESSION NUMBER: 0001512601-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170517
DATE AS OF CHANGE: 20170517
EFFECTIVENESS DATE: 20170517
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: 17851355
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
03-31-2017
03-31-2017
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
05-17-2017
0
70
201949
false
INFORMATION TABLE
2
bsw13fq12017.xml
AGILENT TECHNOLOGIES INC COM
COM
00846U101
261
4941
SH
SOLE
0
0
0
4941
ALPHABET INC CAP STK CL A
COM
02079K305
325
383
SH
SOLE
0
0
0
383
ALPHABET INC CAP STK CL C
COM
02079K107
272
328
SH
SOLE
0
0
0
328
AMGEN INC COM
COM
031162100
398
2429
SH
SOLE
0
0
0
2429
APPLE INC COM
COM
037833100
1450
10097
SH
SOLE
0
0
0
10097
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
084670702
650
3899
SH
SOLE
0
0
0
3899
CHEVRON CORP NEW COM
COM
166764100
627
5844
SH
SOLE
0
0
0
5844
CITIGROUP INC COM NEW
COM
172967424
451
7535
SH
SOLE
0
0
0
7535
COBIZ FINANCIAL INC COM
COM
190897108
241
14356
SH
SOLE
0
0
0
14356
COCA COLA CO COM
COM
191216100
1184
27903
SH
SOLE
0
0
0
27903
CVS HEALTH CORP COM
COM
126650100
206
2627
SH
SOLE
0
0
0
2627
DANAHER CORP DEL COM
COM
235851102
326
3807
SH
SOLE
0
0
0
3807
DBX ETF TR XTRAK MSCI EAFE
EQUITY ETF
233051200
208
7046
SH
SOLE
0
0
0
7046
DELL TECHNOLOGIES INC COM CL V
COM
24703L103
367
5727
SH
SOLE
0
0
0
5727
DISNEY WALT CO COM DISNEY
COM
254687106
1165
10278
SH
SOLE
0
0
0
10278
DU PONT E I DE NEMOURS & CO COM
COM
263534109
235
2925
SH
SOLE
0
0
0
2925
ENTERPRISE PRODS PARTNERS L COM
COM
293792107
212
7693
SH
SOLE
0
0
0
7693
EXXON MOBIL CORP COM
COM
30231G102
1173
14309
SH
SOLE
0
0
0
14309
GENERAL ELECTRIC CO COM
COM
369604103
1046
35111
SH
SOLE
0
0
0
35111
GRAINGER W W INC COM
COM
384802104
396
1703
SH
SOLE
0
0
0
1703
HALLIBURTON CO COM
COM
406216101
295
5996
SH
SOLE
0
0
0
5996
HOSPITALITY PPTYS TR COM SH BEN INT
COM
44106M102
310
9835
SH
SOLE
0
0
0
9835
ILLINOIS TOOL WKS INC COM
COM
452308109
207
1561
SH
SOLE
0
0
0
1561
INTEL CORP COM
COM
458140100
279
7733
SH
SOLE
0
0
0
7733
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
695
3992
SH
SOLE
0
0
0
3992
ISHARES GOLD TRUST ISHARES
GOLD ETF
464285105
2808
233787
SH
SOLE
0
0
0
233787
ISHARES INC CORE MSCI EMKT
EQUITY ETF
46434G103
9938
207949
SH
SOLE
0
0
0
207949
ISHARES TR CORE MSCI EAFE
EQUITY ETF
46432F842
29949
516810
SH
SOLE
0
0
0
516810
ISHARES TR CORE S&P MCP ETF
EQUITY ETF
464287507
10216
59664
SH
SOLE
0
0
0
59664
ISHARES TR CORE S&P500 ETF
EQUITY ETF
464287200
33802
142463
SH
SOLE
0
0
0
142463
ISHARES TR CORE US AGGBD ET
BOND ETF
464287226
1524
14046
SH
SOLE
0
0
0
14046
ISHARES TR EAFE GRWTH ETF
EQUITY ETF
464288885
752
10815
SH
SOLE
0
0
0
10815
ISHARES TR MSCI ACWI ETF
EQUITY ETF
464288257
1747
27609
SH
SOLE
0
0
0
27609
ISHARES TR MSCI EAFE ETF
EQUITY ETF
464287465
23595
378792
SH
SOLE
0
0
0
378792
ISHARES TR MSCI EMG MKT ETF
EQUITY ETF
464287234
5298
134510
SH
SOLE
0
0
0
134510
ISHARES TR RUSSELL 2000 ETF
EQUITY ETF
464287655
7511
54630
SH
SOLE
0
0
0
54630
ISHARES TR TIPS BD ETF
BOND ETF
464287176
325
2834
SH
SOLE
0
0
0
2834
JOHNSON & JOHNSON COM
COM
478160104
480
3851
SH
SOLE
0
0
0
3851
JPMORGAN CHASE & CO COM
COM
46625H100
429
4889
SH
SOLE
0
0
0
4889
LILLY ELI & CO COM
COM
532457108
399
4747
SH
SOLE
0
0
0
4747
MERCK & CO INC COM
COM
58933Y105
283
4453
SH
SOLE
0
0
0
4453
MICROSOFT CORP COM
COM
594918104
261
3965
SH
SOLE
0
0
0
3965
PEPSICO INC COM
COM
713448108
580
5182
SH
SOLE
0
0
0
5182
PFIZER INC COM
COM
717081103
444
12972
SH
SOLE
0
0
0
12972
PIEDMONT OFFICE REALTY TR IN COM CL A
COM
720190206
1069
49996
SH
SOLE
0
0
0
49996
POWERSHARES ETF TR II PWRSHS SP500 LOW
EQUITY ETF
73937B654
267
6600
SH
SOLE
0
0
0
6600
PRAXAIR INC COM
COM
74005P104
624
5265
SH
SOLE
0
0
0
5265
PROCTER AND GAMBLE CO COM
COM
742718109
1807
20112
SH
SOLE
0
0
0
20112
REYNOLDS AMERICAN INC COM
COM
761713106
368
5832
SH
SOLE
0
0
0
5832
SCHWAB STRATEGIC TR EMRG MKTEQ ETF
EQUITY ETF
808524706
1667
69541
SH
SOLE
0
0
0
69541
SCHWAB STRATEGIC TR INTL EQTY ETF
EQUITY ETF
808524805
3050
102121
SH
SOLE
0
0
0
102121
SCHWAB STRATEGIC TR INTL SCEQT ETF
EQUITY ETF
808524888
332
10583
SH
SOLE
0
0
0
10583
SCHWAB STRATEGIC TR US AGGREGATE B
BOND ETF
808524839
14729
284406
SH
SOLE
0
0
0
284406
SCHWAB STRATEGIC TR US BRD MKT ETF
EQUITY ETF
808524102
1181
20697
SH
SOLE
0
0
0
20697
SCHWAB STRATEGIC TR US LRG CAP ETF
EQUITY ETF
808524201
512
9100
SH
SOLE
0
0
0
9100
SPDR GOLD TRUST GOLD SHS
GOLD ETF
78463V107
1277
10760
SH
SOLE
0
0
0
10760
SPDR S&P 500 ETF TR TR UNIT
EQUITY ETF
78462F103
17283
73314
SH
SOLE
0
0
0
73314
SPDR SER TR NUVEEN BLMBRG SR
BOND ETF
78468R739
4040
83398
SH
SOLE
0
0
0
83398
SPDR SER TR NUVEEN BRC MUNIC
BOND ETF
78468R721
2734
57051
SH
SOLE
0
0
0
57051
SPDR SERIES TRUST S&P REGL BKG
EQUITY ETF
78464A698
269
4925
SH
SOLE
0
0
0
4925
SWEDISH EXPT CR CORP ROG AGRI ETN22
COM
870297603
138
22000
SH
SOLE
0
0
0
22000
TRAVELERS COMPANIES INC COM
COM
89417E109
827
6864
SH
SOLE
0
0
0
6864
US BANCORP DEL COM NEW
COM
902973304
205
3973
SH
SOLE
0
0
0
3973
V F CORP COM
COM
918204108
589
10714
SH
SOLE
0
0
0
10714
VANGUARD CHARLOTTE FDS INTL BD IDX ETF
BOND ETF
92203J407
540
9985
SH
SOLE
0
0
0
9985
VANGUARD INDEX FDS LARGE CAP ETF
EQUITY ETF
922908637
351
3250
SH
SOLE
0
0
0
3250
VANGUARD INDEX FDS MID CAP ETF
EQUITY ETF
922908629
301
2162
SH
SOLE
0
0
0
2162
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
EQUITY ETF
922042858
461
11613
SH
SOLE
0
0
0
11613
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
EQUITY ETF
922042742
306
4699
SH
SOLE
0
0
0
4699
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF
EQUITY ETF
921943858
3702
94210
SH
SOLE
0
0
0
94210