Chief Compliance Officer

0001512601-19-000007.txt : 20191112 0001512601-19-000007.hdr.sgml : 20191112 20191112154534 ACCESSION NUMBER: 0001512601-19-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191112 DATE AS OF CHANGE: 20191112 EFFECTIVENESS DATE: 20191112 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: 191209026 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 09-30-2019 09-30-2019 BSW Wealth Partners

2336 PEARL STREET BOULDER CO 80302

13F COMBINATION REPORT 028-14299 0000884541 028-03125 TRILLIUM ASSET MANAGEMENT, LLC N Nicole Murphey Chief Compliance Officer 3034449696 Nicole Murphey Boulder CO 11-12-2019 1 144 259942 false 1 NIA Global Solutions INFORMATION TABLE 2 bsw13fq32019.xml BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 146 10000 SH SOLE 0 0 0 10000 ISHARES TR ESG MSCI EAFE 46435G516 3613 56353 SH SOLE 0 0 0 56353 ISHARES TR MSCI LW CRB TG 46434V464 6156 51233 SH SOLE 0 0 0 51233 ISHARES TR SHRT NAT MUN ETF 464288158 631 5918 SH SOLE 0 0 0 5918 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 6035 119674 SH SOLE 0 0 0 119674 JP MORGAN EXCHANGE TRADED FD US AGGREGATE 46641Q613 11064 412618 SH SOLE 0 0 0 412618 MIX TELEMATICS LTD SPONSORED ADR 60688N102 22 1565 SH SOLE 0 0 0 1565 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 2798 95564 SH SOLE 0 0 0 95564 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 652 12111 SH SOLE 0 0 0 12111 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 5969 121834 SH SOLE 0 0 0 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