Instuitional Investor - Bsw Wealth Partners

Fund Profile
Filing Period:
Fund Name: Bsw Wealth Partners
Portfolio Value $504,293,451
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 158,082 $75,504,479 14.97%
2.
Vanguard Mun Bd Fds
703,138 $35,895,182 7.11%
3.
Vanguard World Fd
292,976 $32,042,749 6.35%
4.
Ishares Tr
352,724 $24,814,158 4.92%
5. SPY 47,864 $22,750,325 4.51%