Fund HoldingsBSW Wealth Partners

Total Portfolio Value
$609.45M
Total Bought
$54.42M
Total Sold
$44.60M
Net Transaction
+$9.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AMERICAN CENTY ETF TR407,608575,025+167,41725,98135,8015.87%+9,820
AMERICAN CENTY ETF TR212,215311,012+98,79718,99328,0504.60%+9,057
ISHARES TR169,405173,395+3,99089,06294,88715.57%+5,825
AMERICAN CENTY ETF TR131,493191,151+59,6587,62111,6771.92%+4,056
ISHARES TR
CORE MSCI INTL
184,468244,272+59,80412,38316,0342.63%+3,651
APPLE INC(AAPL)0100,664+100,664021,2023.48%+21,202
AMERICAN CENTY ETF TR121,496177,509+56,0135,7588,6541.42%+2,896
NVIDIA CORPORATION(NVDA)6,58566,104+59,5195,9508,1661.34%+2,217
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
360,168393,912+33,74421,08822,9373.76%+1,850
VANGUARD MUN BD FDS0753,421+753,421037,7546.19%+37,754
ISHARES TR0163,682+163,68209,2191.51%+9,219
AMERICAN CENTY ETF TR45,43158,550+13,1194,2575,2530.86%+996
SPDR S&P 500 ETF TR(SPY)47,55647,085-47124,87525,6254.20%+750
ALPHABET INC(GOOG)022,789+22,78904,1800.69%+4,180
MICROSOFT CORP(MSFT)17,02617,391+3657,1637,7731.28%+609
ALPHABET INC(GOOG)20,25020,107-1433,0563,6620.60%+606
BROADCOM INC(AVGO)1,2741,404+1301,6882,2550.37%+566
AMAZON COM INC(AMZN)28,12629,087+9615,0735,6210.92%+548
ISHARES INC
CORE MSCI EMKT
230,232231,746+1,51411,88012,4052.04%+525
VANGUARD INDEX FDS12,28913,536+1,2473,1943,6210.59%+427
LILLY ELI & CO(LLY)3,0783,102+242,3952,8080.46%+413
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,9288,205+2771,0791,4260.23%+348
HDFC BANK LTD(HDB)04,797+4,79703090.05%+309
ASTRAZENECA PLC(AZN)03,352+3,35202610.04%+261
QUALCOMM INC(QCOM)05,645+5,64501,1240.18%+1,124
CORE SCIENTIFIC INC(CORZ)022,921+22,92102130.03%+213
ALLY FINL INC(ALLY)05,300+5,30002100.03%+210
WELLTOWER INC(WELL)02,007+2,00702090.03%+209
ISHARES TR02,035+2,03502080.03%+208
ISHARES TR03,469+3,46901,2640.21%+1,264
ISHARES TR6,7388,727+1,9896608470.14%+187
APPLIED MATLS INC04,203+4,20309920.16%+992
COSTCO WHSL CORP NEW(COST)01,346+1,34601,1440.19%+1,144
META PLATFORMS INC(META)4,2454,411+1662,0612,2240.36%+163
LAM RESEARCH CORP(LRCX)902972+708761,0350.17%+159
INVESCO QQQ TR03,054+3,05401,4630.24%+1,463
NOVO-NORDISK A S(NVO)08,714+8,71401,2440.20%+1,244
BOSTON SCIENTIFIC CORP(BSX)07,663+7,66305900.10%+590
ORACLE CORP(ORCL)10,63210,274-3581,3351,4510.24%+115
MICRON TECHNOLOGY INC(MU)3,2023,698+4963774860.08%+109
WALMART INC(WMT)11,26311,567+3046787830.13%+106
VANGUARD INDEX FDS11,45811,215-2435,5085,6090.92%+101
SERVICENOW INC(NOW)0752+75205920.10%+592
INTUITIVE SURGICAL INC01,098+1,09804880.08%+488
NETFLIX INC(NFLX)1,4861,481-59029990.16%+97
ISHARES TR04,358+4,35807600.12%+760
BOOKING HOLDINGS INC(BKNG)0181+18107170.12%+717
ICICI BANK LIMITED(IBN)026,467+26,46707630.13%+763
HSBC HLDGS PLC(HSBC)012,383+12,38305390.09%+539
ISHARES TR
LOW CA OP MS ETF
022,560+22,56004,1340.68%+4,134
ARISTA NETWORKS INC0781+78102740.04%+274
XYLEM INC(XYL)1,9272,344+4172493180.05%+69
SUMITOMO MITSUI FINL GROUP I(SMFG)18,02920,849+2,8202122800.05%+67
WABTEC(WAB)03,742+3,74205910.10%+591
AT&T INC(T)028,421+28,42105430.09%+543
UNITEDHEALTH GROUP INC(UNH)02,039+2,03901,0380.17%+1,038
TJX COS INC NEW(TJX)05,814+5,81406400.11%+640
ASML HOLDING N V
N Y REGISTRY SHS
0748+74807650.13%+765
T-MOBILE US INC(TMUS)02,665+2,66504700.08%+470
GOLDMAN SACHS GROUP INC(GS)01,354+1,35406130.10%+613
PROCTER AND GAMBLE CO(PG)28,01127,872-1394,5454,5970.75%+52
VANGUARD INDEX FDS640723+832202700.04%+50
CHIPOTLE MEXICAN GRILL INC(CMG)1387,171+7,0334014490.07%+48
ISHARES TR31,87631,643-2333,5103,5570.58%+46
COUPANG INC(CPNG)013,656+13,65602860.05%+286
STERLING INFRASTRUCTURE INC(STRL)05,370+5,37006350.10%+635
DUPONT DE NEMOURS INC(DD)03,249+3,24902620.04%+262
MORGAN STANLEY(MS)05,008+5,00804870.08%+487
VANGUARD INDEX FDS4,9965,477+4819591,0000.16%+41
UNILEVER PLC(UL)07,578+7,57804170.07%+417
SPDR GOLD TR(GLD)03,339+3,33907180.12%+718
PHILIP MORRIS INTL INC(PM)03,964+3,96404020.07%+402
ABRDN SILVER ETF TRUST09,412+9,41202620.04%+262
ANALOG DEVICES INC(ADI)01,155+1,15502640.04%+264
NEXTERA ENERGY INC(NEE)06,105+6,10504320.07%+432
KLA CORP(KLAC)293290-32052390.04%+34
VANGUARD TAX-MANAGED FDS94,41496,537+2,1234,7374,7710.78%+34
RELX PLC(RELX)09,050+9,05004150.07%+415
ECOLAB INC(ECL)9851,095+1102282610.04%+33
VANGUARD INDEX FDS03,250+3,25008110.13%+811
KEURIG DR PEPPER INC(KDP)08,220+8,22002750.05%+275
WIPRO LTD(WIT)086,028+86,02805250.09%+525
MOTOROLA SOLUTIONS INC(MSI)0750+75002900.05%+290
PFIZER INC(PFE)051,205+51,20501,4330.24%+1,433
CARRIER GLOBAL CORPORATION(CARR)05,502+5,50203470.06%+347
NXP SEMICONDUCTORS N V
COM
01,352+1,35203640.06%+364
SYNOPSYS INC(SNPS)0623+62303710.06%+371
VERISK ANALYTICS INC(VRSK)01,032+1,03202780.05%+278
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3081,30802722960.05%+23
UNITED MICROELECTRONICS CORP(UMC)036,295+36,29503180.05%+318
DOVER CORP(DOV)04,965+4,96508960.15%+896
VANGUARD WORLD FDS
INF TECH ETF
0424+42402440.04%+244
NOVARTIS AG(NVS)07,090+7,09007550.12%+755
DIGITAL RLTY TR INC(DLR)1,4251,492+672052270.04%+22
S&P GLOBAL INC(SPGI)1,1181,114-44764970.08%+21
AMERICAN TOWER CORP NEW(AMT)01,853+1,85303600.06%+360
MERCADOLIBRE INC(MELI)0192+19203160.05%+316
CONSTELLATION BRANDS INC(STZ)01,545+1,54503970.07%+397
WASTE CONNECTIONS INC(WCN)1,2431,325+822142320.04%+19
MOODYS CORP(MCO)01,052+1,05204430.07%+443
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