Instuitional Investor - Bsw Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Bsw Wealth Partners |
| Portfolio Value | $729,726,638 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 186,231 | $115,631,070 | 15.85% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 621,784 | $46,018,243 | 6.31% | |
| 3. | American Centy Etf Tr - US EQT ETF | 365,900 | $36,890,019 | 5.06% | |
| 4. | Vanguard Mun Bd Fds | 644,765 | $31,612,839 | 4.33% | |
| 5. | Vanguard Scottsdale Funds | 500,547 | $29,937,737 | 4.1% |
