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CIK: 0001512601
Total reported value
$899.2M
$899.2M
308 檔
26.7%
The Q4 2024 SEC filing reveals that BSW Wealth Partners held a total portfolio value of $899.2M, covering 308 public equity positions.
During Q4 2024, BSW Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTEB, AVDE) accounted for 26.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.33% | +0.10% | +0.76% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.58% | +0.32% | -2.87% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 5.32% | -0.41% | -1.05% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.93% | +0.13% | +4.53% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.06% | +0.18% | -0.37% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.11% | +7.17% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.65% | +0.06% | +4.89% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.76% | -0.16% | +8.77% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.96% | -0.09% | +3.56% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.79% | +0.15% | -2.61% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.69% | +0.23% | -0.93% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.07% | +9.28% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.37% | +0.16% | -0.27% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.27% | -0.15% | -10.30% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.07% | +11.58% | |
| 16 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.23% | -0.05% | -1.90% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.01% | +5.07% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.44% | +3.43% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.00% | +0.05% | +1.02% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.00% | +0.02% | +12.00% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.04% | +55.35% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.02% | +6.00% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.01% | -5.03% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.85% | -0.01% | +1.12% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.82% | -0.04% | +23.69% | |
| 26 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.79% | -0.14% | -5.72% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | -0.06% | -4.55% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.01% | -7.37% | |
| 29 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.71% | +0.28% | +6.72% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.12% | +5.18% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.10% | +7.02% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.15% | -5.19% | |
| 33 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.65% | -0.04% | -3.97% | |
| 34 | XVV | Ishares Esg Select Screened | ETF-Other | 0.63% | -0.02% | -3.01% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.12% | +663.48% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | +0.02% | +0.85% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.06% | +2.96% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.06% | +12.21% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.05% | +3.96% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.01% | -4.18% | |
| 41 | WD | Walker & Dunlop Inc | Stock-Other | 0.40% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.01% | +27.03% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.13% | -0.55% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.34% | +0.01% | +14.47% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.34% | -0.13% | -0.36% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | +9.01% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | — | +115.11% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.01% | +19.58% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | +7.51% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | -0.01% | +2.62% |
According to official SEC Form 13F filings, BSW Wealth Partners reported a total U.S. public equity portfolio value of $899.2M across 308 disclosed positions in Q4 2024.
During Q4 2024, BSW Wealth Partners's top holdings by market value included IVV (15.3%)、VTEB (5.6%)、AVDE (5.3%). The largest single position, IVV, represented 15.3% of total portfolio value.
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In Q4 2024, BSW Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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