Boltwood Capital Management Diversified Active

CIK: 0001563690 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 14, 2015

Total Value ($000): $93,828 (100.0% shares, 0.0% debt)

Holdings (83)

PFE Pfizer 10.0%
Value ($000) $9,360 Shares 297,986 Est. Cost $19.57 Unrealized +5.3%
VEU Vanguard FTSE All-World ex-US 5.1%
Value ($000) $4,742 Shares 111,236 Est. Cost $46.66 Unrealized
WFC Wells Fargo & Co. 3.6%
Value ($000) $3,344 Shares 65,128 Est. Cost $27.36 Unrealized +50.1%
Exxon Mobil 3.0%
Value ($000) $2,856 Shares 38,414 Est. Cost $91.28 Unrealized
IJH iShares S&P Mid Cap 3.0%
Value ($000) $2,851 Shares 20,869 Est. Cost $118.76 Unrealized
CVX Chevron Corp 3.0%
Value ($000) $2,785 Shares 35,303 Est. Cost $71.40 Unrealized -24.6%
IJR iShares S&P Small Cap 2.9%
Value ($000) $2,761 Shares 25,911 Est. Cost $92.67 Unrealized
DIS Walt Disney 2.6%
Value ($000) $2,395 Shares 23,437 Est. Cost $57.96 Unrealized +72.1%
LOW Lowe's Cos. 2.4%
Value ($000) $2,287 Shares 33,185 Est. Cost $32.27 Unrealized +76.5%
PG Procter & Gamble 2.3%
Value ($000) $2,160 Shares 30,024 Est. Cost $55.13 Unrealized +2.2%
DHR Danaher Corp 2.0%
Value ($000) $1,833 Shares 21,514 Est. Cost $25.86 Unrealized +39.3%
INTC Intel 1.9%
Value ($000) $1,819 Shares 60,367 Est. Cost $17.35 Unrealized +30.4%
General Electric 1.8%
Value ($000) $1,716 Shares 68,046 Est. Cost $23.44 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $1,713 Shares 18,347 Est. Cost $59.66 Unrealized +21.5%
J.P. Morgan Chase 1.7%
Value ($000) $1,633 Shares 26,789 Est. Cost $53.22 Unrealized
KO Coca Cola 1.7%
Value ($000) $1,619 Shares 40,354 Est. Cost $27.86 Unrealized +3.5%
ALL Allstate Corp. 1.7%
Value ($000) $1,603 Shares 27,523 Est. Cost $37.43 Unrealized +32.9%
USB U.S. Bancorp 1.6%
Value ($000) $1,515 Shares 36,948 Est. Cost $22.44 Unrealized +32.9%
XLY Cons. Disc. Sector SPDR 1.6%
Value ($000) $1,466 Shares 19,740 Est. Cost $57.86 Unrealized
MSFT Microsoft 1.5%
Value ($000) $1,436 Shares 32,452 Est. Cost $26.70 Unrealized +45.8%
Dominion Resources 1.5%
Value ($000) $1,377 Shares 19,563 Est. Cost $56.83 Unrealized
CAT Caterpillar 1.5%
Value ($000) $1,370 Shares 20,959 Est. Cost $62.30 Unrealized -5.1%
Verizon Comm. 1.5%
Value ($000) $1,369 Shares 31,465 Est. Cost $50.07 Unrealized
PEP Pepsico 1.4%
Value ($000) $1,267 Shares 13,432 Est. Cost $56.02 Unrealized +24.1%
Cisco Systems 1.3%
Value ($000) $1,251 Shares 47,645 Est. Cost $24.34 Unrealized
CME CME Group, Inc. 1.3%
Value ($000) $1,247 Shares 13,450 Est. Cost $48.09 Unrealized +31.2%
WMT Wal-Mart Stores 1.3%
Value ($000) $1,232 Shares 18,994 Est. Cost $19.98 Unrealized -5.4%
United Technologies 1.3%
Value ($000) $1,202 Shares 13,505 Est. Cost $93.59 Unrealized
VTI Vanguard Ttl Stk ETF 1.2%
Value ($000) $1,120 Shares 11,340 Est. Cost $93.91 Unrealized
Du Pont 1.1%
Value ($000) $1,068 Shares 22,162 Est. Cost $52.77 Unrealized
TEVA Teva Pharm Inds ADR 1.1%
Value ($000) $1,021 Shares 18,076 Est. Cost $42.06 Unrealized
XLP Consumer Staples SPDR 1.1%
Value ($000) $1,008 Shares 21,365 Est. Cost $40.13 Unrealized
Oracle 1.0%
Value ($000) $951 Shares 26,331 Est. Cost $32.62 Unrealized
MCHP Microchip Technology 1.0%
Value ($000) $929 Shares 21,555 Est. Cost $19.60 Unrealized -10.7%
BMY Bristol-Myers Squibb 1.0%
Value ($000) $908 Shares 15,340 Est. Cost $31.59 Unrealized +41.0%
GIS General Mills Inc. 1.0%
Value ($000) $898 Shares 16,007 Est. Cost $33.34 Unrealized +19.9%
XLK Technology Sector SPDR 0.9%
Value ($000) $850 Shares 21,530 Est. Cost $34.13 Unrealized
St. Jude Medical, Inc. 0.9%
Value ($000) $849 Shares 13,450 Est. Cost $73.06 Unrealized
XLF Financial Sector SPDR 0.9%
Value ($000) $849 Shares 37,455 Est. Cost $21.43 Unrealized
VFC V.F. Corp. 0.9%
Value ($000) $808 Shares 11,840 Est. Cost $51.86 Unrealized +32.1%
Merck & Co. 0.8%
Value ($000) $783 Shares 15,850 Est. Cost $46.80 Unrealized
EFA iShares MSCI EAFE Fund 0.8%
Value ($000) $781 Shares 13,623 Est. Cost $58.91 Unrealized
PCAR PACCAR, Inc. 0.8%
Value ($000) $758 Shares 14,525 Est. Cost $26.79 Unrealized +1.1%
DKS Dick's Sporting Goods 0.8%
Value ($000) $734 Shares 14,795 Est. Cost $36.11 Unrealized +5.8%
CTSH Cognizant Tech Solutions 0.8%
Value ($000) $723 Shares 11,550 Est. Cost $44.56 Unrealized +24.9%
HAL Halliburton 0.7%
Value ($000) $666 Shares 18,850 Est. Cost $35.36 Unrealized -9.0%
BRK/B Berkshire Hathaway B 0.7%
Value ($000) $665 Shares 5,097 Est. Cost $111.35 Unrealized +23.0%
CRM Salesforce.com Inc 0.7%
Value ($000) $649 Shares 9,350 Est. Cost $70.33 Unrealized -0.4%
AbbVie 0.7%
Value ($000) $629 Shares 11,552 Est. Cost $45.04 Unrealized
AAPL Apple Inc. 0.7%
Value ($000) $628 Shares 5,695 Est. Cost $18.18 Unrealized +44.6%
XLV Health Care Sector SPDR 0.7%
Value ($000) $619 Shares 9,350 Est. Cost $66.85 Unrealized
AT&T Inc. 0.6%
Value ($000) $600 Shares 18,417 Est. Cost $35.36 Unrealized
XLI Industrial Sector SPDR 0.6%
Value ($000) $599 Shares 12,000 Est. Cost $52.45 Unrealized
NUE Nucor Corp. 0.6%
Value ($000) $566 Shares 15,075 Est. Cost $36.07 Unrealized -7.1%
PG&E Corporation 0.6%
Value ($000) $556 Shares 10,533 Est. Cost $45.89 Unrealized
EOG EOG Resources, Inc. 0.6%
Value ($000) $542 Shares 7,445 Est. Cost $67.98 Unrealized -15.9%
VNQ Vanguard REIT ETF 0.5%
Value ($000) $514 Shares 6,809 Est. Cost $69.06 Unrealized
ADP Automatic Data Proc. 0.5%
Value ($000) $506 Shares 6,300 Est. Cost $45.09 Unrealized +41.7%
National Oilwell Varco 0.5%
Value ($000) $506 Shares 13,436 Est. Cost $70.61 Unrealized
Duke Energy 0.5%
Value ($000) $500 Shares 6,945 Est. Cost $71.99 Unrealized
Xerox 0.5%
Value ($000) $490 Shares 50,410 Est. Cost $9.07 Unrealized
XLU Utilities Sector SPDR 0.5%
Value ($000) $488 Shares 11,275 Est. Cost $38.26 Unrealized
Celgene Corp. 0.5%
Value ($000) $487 Shares 4,500 Est. Cost $115.65 Unrealized
IBM IBM 0.5%
Value ($000) $483 Shares 3,331 Est. Cost $116.81 Unrealized -18.4%
ABT Abbott Laboratories 0.5%
Value ($000) $459 Shares 11,405 Est. Cost $29.47 Unrealized +31.6%
HD Home Depot 0.5%
Value ($000) $444 Shares 3,846 Est. Cost $60.11 Unrealized +50.5%
3M Corp 0.4%
Value ($000) $410 Shares 2,889 Est. Cost $122.28 Unrealized
XLB Materials Sector SPDR 0.4%
Value ($000) $403 Shares 10,105 Est. Cost $40.39 Unrealized
Red Hat Inc. 0.4%
Value ($000) $374 Shares 5,200 Est. Cost $71.92 Unrealized
AXP American Express 0.4%
Value ($000) $369 Shares 4,981 Est. Cost $60.19 Unrealized +10.1%
Vanguard Info Tech ETF 0.4%
Value ($000) $365 Shares 3,650 Est. Cost $73.91 Unrealized
XLE Energy Sector SPDR 0.4%
Value ($000) $339 Shares 5,535 Est. Cost $81.01 Unrealized
UNP Union Pacific 0.3%
Value ($000) $318 Shares 3,600 Est. Cost $69.50 Unrealized +3.8%
Chubb 0.3%
Value ($000) $282 Shares 2,299 Est. Cost $84.65 Unrealized
MCD McDonald's 0.3%
Value ($000) $272 Shares 2,763 Est. Cost $71.80 Unrealized +4.9%
Google Cl A 0.3%
Value ($000) $266 Shares 416 Est. Cost $851.66 Unrealized
Google Cl C 0.3%
Value ($000) $252 Shares 415 Est. Cost $571.38 Unrealized
T. Rowe Price Group 0.3%
Value ($000) $250 Shares 3,600 Est. Cost $73.33 Unrealized
BXP Boston Properties 0.3%
Value ($000) $237 Shares 2,000 Est. Cost $64.00 Unrealized +22.5%
Walgreens Boots Alliance 0.2%
Value ($000) $224 Shares 2,693 Est. Cost $76.15 Unrealized
REZ iShares FTSE NAREIT Residentia 0.2%
Value ($000) $213 Shares 3,600 Est. Cost $58.89 Unrealized
AMZN Amazon 0.2%
Value ($000) $209 Shares 409 Est. Cost $25.28 Unrealized 0.0%
ProLogis Inc 0.2%
Value ($000) $202 Shares 5,200 Est. Cost $38.85 Unrealized