Instuitional Investor - Bsw Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Bsw Wealth Partners |
| Portfolio Value | $819,437,962 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 182,568 | $119,255,021 | 14.55% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 613,310 | $52,033,213 | 6.35% | |
| 3. | American Centy Etf Tr - US EQT ETF | 365,474 | $40,633,447 | 4.96% | |
| 4. | Vanguard Scottsdale Funds | 555,884 | $33,102,896 | 4.04% | |
| 5. | Vanguard Mun Bd Fds | 629,537 | $31,407,615 | 3.83% |