Instuitional Investor - Bsw Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Bsw Wealth Partners |
| Portfolio Value | $802,882,106 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 192,997 | $129,172,653 | 16.09% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 648,068 | $51,132,575 | 6.37% | |
| 3. | American Centy Etf Tr - US EQT ETF | 382,514 | $41,579,322 | 5.18% | |
| 4. | Vanguard Scottsdale Funds | 540,773 | $32,462,588 | 4.04% | |
| 5. | Vanguard Mun Bd Fds | 641,405 | $32,115,131 | 4% |