0001755670-19-000004.txt : 20191029 0001755670-19-000004.hdr.sgml : 20191029 20191029102406 ACCESSION NUMBER: 0001755670-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191029 DATE AS OF CHANGE: 20191029 EFFECTIVENESS DATE: 20191029 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Selective Wealth Management, Inc. CENTRAL INDEX KEY: 0001755670 IRS NUMBER: 455609012 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18908 FILM NUMBER: 191174933 BUSINESS ADDRESS: STREET 1: 828 MAIN ST STREET 2: SUITE 1101 CITY: LYNCHBURG STATE: VA ZIP: 24504 BUSINESS PHONE: 4345151517 MAIL ADDRESS: STREET 1: 828 MAIN ST STREET 2: SUITE 1101 CITY: LYNCHBURG STATE: VA ZIP: 24504 FORMER COMPANY: FORMER CONFORMED NAME: Selective Wealth Management DATE OF NAME CHANGE: 20181011 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001755670 XXXXXXXX 09-30-2019 09-30-2019 Selective Wealth Management, Inc.

828 MAIN ST SUITE 1101 LYNCHBURG VA 24504

13F HOLDINGS REPORT 028-18908 N Josh Standeven 4342606155 Josh Standeven Lynchburg VA 10-29-2019 0 402 72770 false INFORMATION TABLE 2 Selective2019Q3.xml ISHARES INC MSCI EURZONE ETF 464286608 194 4980 SH SOLE 1830 0 3150 ISHARES TR CORE S&P500 ETF 464287200 358 1200 SH OTR 0 0 1200 ISHARES TR CORE S&P500 ETF 464287200 496 1660 SH SOLE 723 0 938 ISHARES TR RUS 1000 VAL ETF 464287598 90 700 SH OTR 0 0 700 ISHARES TR RUS 1000 GRW ETF 464287614 189 1187 SH SOLE 1007 0 180 ISHARES TR RUSSELL 2000 ETF 464287655 2 14 SH SOLE 0 0 14 ADOBE INC COM 00724F101 9 34 SH SOLE 34 0 0 AUTODESK INC COM 052769106 2 15 SH OTR 0 0 15 AMAZON COM INC COM 023135106 36 21 SH OTR 0 0 21 AMAZON COM INC COM 023135106 61 35 SH SOLE 35 0 0 BALLARD PWR SYS INC NEW COM 058586108 1 240 SH SOLE 0 0 240 BRISTOL MYERS SQUIBB CO COM 110122108 141 2785 SH SOLE 0 0 2785 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16 76 SH SOLE 57 0 19 BOEING CO COM 097023105 44 116 SH SOLE 116 0 0 MARATHON OIL CORP COM 565849106 1 100 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