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Instuitional Investor - Bsw Wealth Partners

Fund Profile
Filing Period:
Fund Name: Bsw Wealth Partners
Portfolio Value $229,477,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 149,182 $37,733 16.44%
Ishares Tr Core Msci Eafe
580,436 $37,247 16.23%
3. IEF 364,849 $24,985 10.88%
4. SPY 75,426 $18,949 8.25%
5. FNDF 289,179 $15,141 6.59%