Boltwood Capital Management Diversified Active

CIK: 0001563690 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 24, 2015

Total Value ($000): $101,659 (100.0% shares, 0.0% debt)

Holdings (81)

PFE Pfizer 9.8%
Value ($000) $9,932 Shares 296,211 Est. Cost $19.57 Unrealized +6.2%
VEU Vanguard FTSE All-World ex-US 5.3%
Value ($000) $5,378 Shares 110,771 Est. Cost $46.66 Unrealized
WFC Wells Fargo & Co. 3.6%
Value ($000) $3,690 Shares 65,603 Est. Cost $27.36 Unrealized +51.2%
CVX Chevron Corp 3.3%
Value ($000) $3,396 Shares 35,203 Est. Cost $71.40 Unrealized -6.9%
Exxon Mobil 3.1%
Value ($000) $3,186 Shares 38,292 Est. Cost $91.28 Unrealized
IJH iShares S&P Mid Cap 3.1%
Value ($000) $3,170 Shares 21,139 Est. Cost $118.76 Unrealized
IJR iShares S&P Small Cap 3.0%
Value ($000) $3,084 Shares 26,166 Est. Cost $92.67 Unrealized
DIS Walt Disney 2.7%
Value ($000) $2,709 Shares 23,737 Est. Cost $57.96 Unrealized +72.5%
PG Procter & Gamble 2.3%
Value ($000) $2,373 Shares 30,324 Est. Cost $55.13 Unrealized +8.8%
LOW Lowe's Cos. 2.2%
Value ($000) $2,242 Shares 33,485 Est. Cost $32.27 Unrealized +82.2%
DHR Danaher Corp 1.8%
Value ($000) $1,867 Shares 21,814 Est. Cost $25.86 Unrealized +34.8%
J.P. Morgan Chase 1.8%
Value ($000) $1,842 Shares 27,184 Est. Cost $53.22 Unrealized
INTC Intel 1.8%
Value ($000) $1,835 Shares 60,342 Est. Cost $17.35 Unrealized +44.6%
General Electric 1.8%
Value ($000) $1,815 Shares 68,309 Est. Cost $23.44 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $1,808 Shares 18,547 Est. Cost $59.66 Unrealized +24.9%
ALL Allstate Corp. 1.8%
Value ($000) $1,805 Shares 27,823 Est. Cost $37.43 Unrealized +45.1%
CAT Caterpillar 1.8%
Value ($000) $1,790 Shares 21,109 Est. Cost $62.30 Unrealized +5.7%
KO Coca Cola 1.6%
Value ($000) $1,611 Shares 41,054 Est. Cost $27.86 Unrealized +4.2%
USB U.S. Bancorp 1.6%
Value ($000) $1,604 Shares 36,948 Est. Cost $22.44 Unrealized +33.3%
Dominion Resources 1.6%
Value ($000) $1,599 Shares 23,917 Est. Cost $56.83 Unrealized
XLY Cons. Disc. Sector SPDR 1.5%
Value ($000) $1,498 Shares 19,590 Est. Cost $57.86 Unrealized
United Technologies 1.5%
Value ($000) $1,484 Shares 13,380 Est. Cost $93.59 Unrealized
Verizon Comm. 1.5%
Value ($000) $1,481 Shares 31,776 Est. Cost $50.07 Unrealized
MSFT Microsoft 1.4%
Value ($000) $1,468 Shares 33,252 Est. Cost $26.70 Unrealized +47.1%
Du Pont 1.4%
Value ($000) $1,411 Shares 22,062 Est. Cost $52.77 Unrealized
WMT Wal-Mart Stores 1.3%
Value ($000) $1,347 Shares 18,994 Est. Cost $19.98 Unrealized +4.5%
Cisco Systems 1.3%
Value ($000) $1,325 Shares 48,245 Est. Cost $24.34 Unrealized
PEP Pepsico 1.3%
Value ($000) $1,277 Shares 13,682 Est. Cost $56.02 Unrealized +23.7%
CME CME Group, Inc. 1.2%
Value ($000) $1,256 Shares 13,500 Est. Cost $48.09 Unrealized +28.1%
VTI Vanguard Ttl Stk ETF 1.1%
Value ($000) $1,158 Shares 10,825 Est. Cost $93.67 Unrealized
TEVA Teva Pharm Inds ADR 1.1%
Value ($000) $1,086 Shares 18,376 Est. Cost $42.06 Unrealized
Oracle 1.1%
Value ($000) $1,068 Shares 26,506 Est. Cost $32.62 Unrealized
BMY Bristol-Myers Squibb 1.0%
Value ($000) $1,041 Shares 15,640 Est. Cost $31.59 Unrealized +45.6%
XLP Consumer Staples SPDR 1.0%
Value ($000) $1,025 Shares 21,525 Est. Cost $40.13 Unrealized
MCHP Microchip Technology 1.0%
Value ($000) $1,016 Shares 21,430 Est. Cost $19.60 Unrealized 0.0%
XLK Technology Sector SPDR 1.0%
Value ($000) $1,006 Shares 24,305 Est. Cost $34.13 Unrealized
St. Jude Medical, Inc. 1.0%
Value ($000) $979 Shares 13,400 Est. Cost $73.06 Unrealized
PCAR PACCAR, Inc. 0.9%
Value ($000) $936 Shares 14,675 Est. Cost $26.79 Unrealized +7.3%
XLF Financial Sector SPDR 0.9%
Value ($000) $918 Shares 37,655 Est. Cost $21.43 Unrealized
Merck & Co. 0.9%
Value ($000) $898 Shares 15,775 Est. Cost $46.80 Unrealized
GIS General Mills Inc. 0.9%
Value ($000) $892 Shares 16,007 Est. Cost $33.34 Unrealized +16.3%
EFA iShares MSCI EAFE Fund 0.9%
Value ($000) $876 Shares 13,798 Est. Cost $58.91 Unrealized
VFC V.F. Corp. 0.8%
Value ($000) $840 Shares 12,040 Est. Cost $51.86 Unrealized +30.4%
HAL Halliburton 0.8%
Value ($000) $803 Shares 18,650 Est. Cost $35.39 Unrealized +6.0%
DKS Dick's Sporting Goods 0.8%
Value ($000) $769 Shares 14,845 Est. Cost $36.11 Unrealized +14.9%
AbbVie 0.8%
Value ($000) $766 Shares 11,404 Est. Cost $44.91 Unrealized
AAPL Apple Inc. 0.7%
Value ($000) $719 Shares 5,735 Est. Cost $18.18 Unrealized +57.0%
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $701 Shares 5,147 Est. Cost $111.35 Unrealized +28.1%
XLV Health Care Sector SPDR 0.7%
Value ($000) $699 Shares 9,400 Est. Cost $66.85 Unrealized
CTSH Cognizant Tech Solutions 0.7%
Value ($000) $696 Shares 11,400 Est. Cost $44.41 Unrealized +25.3%
AT&T Inc. 0.7%
Value ($000) $676 Shares 19,042 Est. Cost $35.36 Unrealized
NUE Nucor Corp. 0.7%
Value ($000) $667 Shares 15,125 Est. Cost $36.07 Unrealized +3.2%
EOG EOG Resources, Inc. 0.7%
Value ($000) $661 Shares 7,545 Est. Cost $67.98 Unrealized -0.2%
National Oilwell Varco 0.6%
Value ($000) $654 Shares 13,536 Est. Cost $70.61 Unrealized
XLI Industrial Sector SPDR 0.6%
Value ($000) $649 Shares 12,000 Est. Cost $52.45 Unrealized
XLU Utilities Sector SPDR 0.6%
Value ($000) $617 Shares 14,892 Est. Cost $38.26 Unrealized
CRM Salesforce.com Inc 0.6%
Value ($000) $578 Shares 8,300 Est. Cost $70.36 Unrealized 0.0%
ABT Abbott Laboratories 0.6%
Value ($000) $560 Shares 11,405 Est. Cost $29.47 Unrealized +33.4%
IBM IBM 0.5%
Value ($000) $542 Shares 3,331 Est. Cost $116.81 Unrealized -11.8%
Xerox 0.5%
Value ($000) $536 Shares 50,410 Est. Cost $9.07 Unrealized
PG&E Corporation 0.5%
Value ($000) $517 Shares 10,533 Est. Cost $45.89 Unrealized
Celgene Corp. 0.5%
Value ($000) $515 Shares 4,450 Est. Cost $115.73 Unrealized
VNQ Vanguard REIT ETF 0.5%
Value ($000) $506 Shares 6,769 Est. Cost $69.06 Unrealized
ADP Automatic Data Proc. 0.5%
Value ($000) $505 Shares 6,300 Est. Cost $45.09 Unrealized +49.9%
XLB Materials Sector SPDR 0.5%
Value ($000) $495 Shares 10,230 Est. Cost $40.39 Unrealized
3M Corp 0.4%
Value ($000) $446 Shares 2,889 Est. Cost $122.28 Unrealized
HD Home Depot 0.4%
Value ($000) $427 Shares 3,846 Est. Cost $60.11 Unrealized +44.9%
XLE Energy Sector SPDR 0.4%
Value ($000) $412 Shares 5,485 Est. Cost $81.01 Unrealized
Vanguard Info Tech ETF 0.4%
Value ($000) $388 Shares 3,650 Est. Cost $73.91 Unrealized
AXP American Express 0.4%
Value ($000) $387 Shares 4,981 Est. Cost $60.19 Unrealized +13.1%
UNP Union Pacific 0.3%
Value ($000) $343 Shares 3,600 Est. Cost $69.50 Unrealized +18.0%
Teradata Corp 0.3%
Value ($000) $308 Shares 8,325 Est. Cost $44.27 Unrealized
T. Rowe Price Group 0.3%
Value ($000) $280 Shares 3,600 Est. Cost $73.33 Unrealized
MCD McDonald's 0.3%
Value ($000) $263 Shares 2,763 Est. Cost $71.80 Unrealized +3.3%
BXP Boston Properties 0.2%
Value ($000) $242 Shares 2,000 Est. Cost $64.00 Unrealized +34.3%
Walgreens Boots Alliance 0.2%
Value ($000) $227 Shares 2,693 Est. Cost $76.15 Unrealized
Google Cl A 0.2%
Value ($000) $225 Shares 416 Est. Cost $851.66 Unrealized
iPath DJ-UBS Commodity Index 0.2%
Value ($000) $221 Shares 7,599 Est. Cost $29.08 Unrealized
Chubb 0.2%
Value ($000) $219 Shares 2,299 Est. Cost $84.65 Unrealized
Google Cl C 0.2%
Value ($000) $216 Shares 415 Est. Cost $571.38 Unrealized
REZ iShares FTSE NAREIT Residentia 0.2%
Value ($000) $202 Shares 3,600 Est. Cost $58.89 Unrealized