Instuitional Investor - Bsw Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Bsw Wealth Partners |
| Portfolio Value | $681,268,392 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 177,445 | $104,457,913 | 15.33% | |
| 2. | Vanguard Mun Bd Fds | 758,765 | $38,036,914 | 5.58% | |
| 3. | American Centy Etf Tr - INTL EQT ETF | 590,822 | $36,258,722 | 5.32% | |
| 4. | American Centy Etf Tr - US EQT ETF | 346,472 | $33,583,600 | 4.92% | |
| 5. | SPY | 47,209 | $27,668,161 | 4.06% |
