Instuitional Investor - Bsw Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Bsw Wealth Partners |
| Portfolio Value | $658,620,867 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 174,391 | $97,990,428 | 14.88% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 596,607 | $39,537,156 | 6% | |
| 3. | Vanguard Mun Bd Fds | 751,673 | $37,297,991 | 5.66% | |
| 4. | American Centy Etf Tr - US EQT ETF | 342,647 | $31,653,702 | 4.81% | |
| 5. | Vanguard Scottsdale Funds | 463,861 | $27,553,346 | 4.18% |
