Boltwood Capital Management Diversified Active

CIK: 0001563690 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value ($000): $109,092 (100.0% shares, 0.0% debt)

Holdings (96)

PFE Pfizer 9.7%
Value ($000) $10,542 Shares 326,578 Est. Cost $19.64 Unrealized +3.8%
VEU Vanguard FTSE All-World EX-Us 4.3%
Value ($000) $4,690 Shares 108,035 Est. Cost $46.66 Unrealized
WFC Wells Fargo & Co. 3.3%
Value ($000) $3,648 Shares 67,103 Est. Cost $27.76 Unrealized +47.1%
XOM Exxon Mobil 3.0%
Value ($000) $3,306 Shares 42,413 Est. Cost $51.39 Unrealized 0.0%
CVX Chevron Corp. 2.8%
Value ($000) $3,091 Shares 34,460 Est. Cost $71.40 Unrealized -18.2%
IJH iShares S&P Mid-Cap 2.7%
Value ($000) $2,998 Shares 21,519 Est. Cost $119.39 Unrealized
IJR iShares S&P Small-Cap 2.7%
Value ($000) $2,958 Shares 26,861 Est. Cost $93.29 Unrealized
DIS Walt Disney 2.3%
Value ($000) $2,563 Shares 24,387 Est. Cost $59.68 Unrealized +71.3%
LOW Lowe's Cos. 2.3%
Value ($000) $2,529 Shares 33,260 Est. Cost $32.27 Unrealized +91.3%
PG Procter & Gamble 2.3%
Value ($000) $2,475 Shares 31,164 Est. Cost $55.24 Unrealized +4.9%
General Electric 2.0%
Value ($000) $2,181 Shares 70,021 Est. Cost $23.66 Unrealized
INTC Intel 1.9%
Value ($000) $2,109 Shares 61,217 Est. Cost $17.48 Unrealized +52.4%
DHR Danaher Corp. 1.9%
Value ($000) $2,051 Shares 22,079 Est. Cost $26.17 Unrealized +46.0%
JNJ Johnson & Johnson 1.8%
Value ($000) $1,921 Shares 18,697 Est. Cost $59.96 Unrealized +26.6%
JPM J.P. Morgan Chase 1.7%
Value ($000) $1,870 Shares 28,316 Est. Cost $49.68 Unrealized 0.0%
MSFT Microsoft 1.7%
Value ($000) $1,814 Shares 32,702 Est. Cost $26.70 Unrealized +72.0%
KO Coca Cola 1.6%
Value ($000) $1,781 Shares 41,454 Est. Cost $27.94 Unrealized +10.4%
ALL Allstate Corp. 1.6%
Value ($000) $1,704 Shares 27,448 Est. Cost $37.43 Unrealized +32.9%
USB U.S. Bancorp 1.4%
Value ($000) $1,577 Shares 36,948 Est. Cost $22.44 Unrealized +31.9%
XLY Cons. Disc. Sector SPDR 1.4%
Value ($000) $1,574 Shares 20,140 Est. Cost $58.26 Unrealized
DuPont 1.4%
Value ($000) $1,484 Shares 22,287 Est. Cost $52.77 Unrealized
VZ Verizon Comm. 1.4%
Value ($000) $1,478 Shares 31,972 Est. Cost $26.92 Unrealized 0.0%
CAT Caterpillar 1.3%
Value ($000) $1,429 Shares 21,134 Est. Cost $62.30 Unrealized -12.4%
PEP Pepsico 1.2%
Value ($000) $1,357 Shares 13,582 Est. Cost $56.21 Unrealized +30.7%
United Technologies 1.2%
Value ($000) $1,333 Shares 13,875 Est. Cost $93.65 Unrealized
D Dominion Resources 1.2%
Value ($000) $1,323 Shares 19,563 Est. Cost $44.59 Unrealized 0.0%
CSCO Cisco Systems 1.2%
Value ($000) $1,316 Shares 48,445 Est. Cost $20.16 Unrealized 0.0%
CME CME Group, Inc. 1.1%
Value ($000) $1,250 Shares 13,800 Est. Cost $48.46 Unrealized +30.0%
VTI Vanguard Total Stock Market 1.1%
Value ($000) $1,231 Shares 11,801 Est. Cost $94.31 Unrealized
VCIT Vanguard Interm Corp. 1.1%
Value ($000) $1,205 Shares 14,325 Est. Cost $84.12 Unrealized
TEVA Teva Pharmaceutical 1.1%
Value ($000) $1,203 Shares 18,326 Est. Cost $42.38 Unrealized
WMT Wal-Mart Stores 1.1%
Value ($000) $1,195 Shares 19,494 Est. Cost $19.90 Unrealized -16.4%
XLP Consumer Staples SPDR 1.1%
Value ($000) $1,150 Shares 22,785 Est. Cost $40.78 Unrealized
EFA iShares MSCI EAFE 1.0%
Value ($000) $1,128 Shares 19,203 Est. Cost $58.86 Unrealized
BMY Bristol-Myers Squibb 1.0%
Value ($000) $1,069 Shares 15,540 Est. Cost $31.78 Unrealized +46.9%
MCHP Microchip Tech. 0.9%
Value ($000) $1,023 Shares 22,080 Est. Cost $19.59 Unrealized -1.8%
ORCL Oracle 0.9%
Value ($000) $979 Shares 26,806 Est. Cost $32.82 Unrealized 0.0%
XLK Technology Sector SPDR 0.9%
Value ($000) $968 Shares 22,595 Est. Cost $34.54 Unrealized
GIS General Mills Inc. 0.9%
Value ($000) $952 Shares 16,507 Est. Cost $33.56 Unrealized +20.6%
XLF Financial Sector SPDR 0.9%
Value ($000) $934 Shares 39,205 Est. Cost $21.54 Unrealized
IGSB iShares Barclays 1-3Yr Credit 0.8%
Value ($000) $892 Shares 8,525 Est. Cost $104.63 Unrealized
MRK Merck & Co. 0.8%
Value ($000) $869 Shares 16,450 Est. Cost $36.77 Unrealized 0.0%
St. Jude Medical 0.8%
Value ($000) $842 Shares 13,625 Est. Cost $72.92 Unrealized
CRM Salesforce.com 0.7%
Value ($000) $784 Shares 10,000 Est. Cost $70.77 Unrealized +9.0%
IGIB iShares Barclays Inter Cr Bd F 0.7%
Value ($000) $782 Shares 7,290 Est. Cost $107.27 Unrealized
VFC V.F. Corp. 0.7%
Value ($000) $773 Shares 12,420 Est. Cost $52.35 Unrealized +19.2%
AAPL Apple Inc. 0.7%
Value ($000) $737 Shares 6,999 Est. Cost $19.59 Unrealized +31.3%
XLV Health Care Sector SPDR 0.7%
Value ($000) $732 Shares 10,165 Est. Cost $67.26 Unrealized
BRK/B Berkshire Hathaway - B 0.7%
Value ($000) $726 Shares 5,497 Est. Cost $113.01 Unrealized +18.7%
XLI Industrial Sector SPDR 0.7%
Value ($000) $725 Shares 13,675 Est. Cost $52.52 Unrealized
SCHB Schwab US Broad Market ETF 0.7%
Value ($000) $723 Shares 14,745 Est. Cost $49.03 Unrealized
ABBV Abbvie 0.6%
Value ($000) $708 Shares 11,952 Est. Cost $37.96 Unrealized 0.0%
CTSH Cognizant Tech Solutions 0.6%
Value ($000) $699 Shares 11,650 Est. Cost $44.56 Unrealized +28.2%
PCAR Paccar, Inc. 0.6%
Value ($000) $688 Shares 14,525 Est. Cost $26.79 Unrealized -14.2%
T AT&T Inc. 0.6%
Value ($000) $642 Shares 18,651 Est. Cost $12.43 Unrealized 0.0%
Celgene Corp. 0.6%
Value ($000) $641 Shares 5,350 Est. Cost $116.31 Unrealized
HAL Halliburton 0.6%
Value ($000) $620 Shares 18,400 Est. Cost $35.36 Unrealized -12.4%
NUE Nucor Corp. 0.6%
Value ($000) $605 Shares 15,200 Est. Cost $36.07 Unrealized -10.1%
PCG PG&E Corp. 0.6%
Value ($000) $604 Shares 11,358 Est. Cost $49.35 Unrealized 0.0%
XLE Energy Sector SPDR 0.5%
Value ($000) $589 Shares 9,760 Est. Cost $72.07 Unrealized
Xerox 0.5%
Value ($000) $536 Shares 50,410 Est. Cost $9.07 Unrealized
ADP Automatic Data Proc. 0.5%
Value ($000) $534 Shares 6,300 Est. Cost $45.09 Unrealized +53.3%
VNQ Vanguard REIT 0.5%
Value ($000) $533 Shares 6,689 Est. Cost $69.06 Unrealized
XLU Utilities Sector SPDR 0.5%
Value ($000) $533 Shares 12,304 Est. Cost $38.69 Unrealized
DKS Dick's Sporting Goods 0.5%
Value ($000) $528 Shares 14,950 Est. Cost $36.06 Unrealized -11.8%
ABT Abbott Labs. 0.5%
Value ($000) $512 Shares 11,405 Est. Cost $29.47 Unrealized +24.0%
HD Home Depot 0.5%
Value ($000) $509 Shares 3,846 Est. Cost $60.11 Unrealized +66.3%
DUK Duke Energy 0.5%
Value ($000) $507 Shares 7,095 Est. Cost $46.35 Unrealized 0.0%
Red Hat Inc 0.4%
Value ($000) $466 Shares 5,625 Est. Cost $72.75 Unrealized
XLB Materials Sector SPDR 0.4%
Value ($000) $465 Shares 10,715 Est. Cost $40.56 Unrealized
IBM IBM 0.4%
Value ($000) $458 Shares 3,331 Est. Cost $116.81 Unrealized -25.1%
TIP iShares Barclays TIPS 0.4%
Value ($000) $450 Shares 4,103 Est. Cost $109.68 Unrealized
MMM 3M Corp 0.4%
Value ($000) $435 Shares 2,889 Est. Cost $92.11 Unrealized 0.0%
SCHF Schwab International ETF 0.4%
Value ($000) $428 Shares 15,537 Est. Cost $27.55 Unrealized
VGT Vanguard Info Tech 0.4%
Value ($000) $395 Shares 3,650 Est. Cost $108.22 Unrealized
SLB Schlumberger Ltd. 0.3%
Value ($000) $377 Shares 5,405 Est. Cost $56.10 Unrealized 0.0%
GOOGL Alphabet - Cl A 0.3%
Value ($000) $374 Shares 481 Est. Cost $36.73 Unrealized 0.0%
AXP American Express 0.3%
Value ($000) $367 Shares 5,281 Est. Cost $60.34 Unrealized +4.2%
GOOG Alphabet - Cl C 0.3%
Value ($000) $364 Shares 480 Est. Cost $35.61 Unrealized 0.0%
BIV Vanguard Interm. Corp. Bond 0.3%
Value ($000) $347 Shares 4,177 Est. Cost $83.07 Unrealized
MCD Mcdonald's 0.3%
Value ($000) $326 Shares 2,763 Est. Cost $71.80 Unrealized +21.5%
EOG EOG Resources, Inc. 0.3%
Value ($000) $315 Shares 4,495 Est. Cost $67.98 Unrealized -12.0%
UNP Union Pacific 0.3%
Value ($000) $309 Shares 3,950 Est. Cost $69.39 Unrealized -1.6%
LQD iShares IBOXX Inv. Grade Corp. 0.3%
Value ($000) $308 Shares 2,700 Est. Cost $114.07 Unrealized
VIG Vanguard Dividend Appreciation 0.3%
Value ($000) $305 Shares 3,917 Est. Cost $77.87 Unrealized
Chubb Ins. 0.3%
Value ($000) $305 Shares 2,299 Est. Cost $84.65 Unrealized
SCHA Schwab US Small Cap ETF 0.3%
Value ($000) $282 Shares 5,418 Est. Cost $52.05 Unrealized
AMZN Amazon 0.3%
Value ($000) $276 Shares 409 Est. Cost $25.28 Unrealized +24.7%
SUB iShares St Nat. AMT-Free Muni 0.2%
Value ($000) $270 Shares 2,553 Est. Cost $105.76 Unrealized
TROW T. Rowe Price 0.2%
Value ($000) $257 Shares 3,600 Est. Cost $50.88 Unrealized 0.0%
BXP Boston Properties 0.2%
Value ($000) $255 Shares 2,000 Est. Cost $64.00 Unrealized +28.3%
HYG iShares IBOXX High Yield Corp. 0.2%
Value ($000) $254 Shares 3,154 Est. Cost $80.53 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $229 Shares 2,693 Est. Cost $76.15 Unrealized
REZ iShares FTSE NAREIT Residentia 0.2%
Value ($000) $228 Shares 3,600 Est. Cost $58.89 Unrealized
PLD Prologis Inc. 0.2%
Value ($000) $223 Shares 5,200 Est. Cost $31.42 Unrealized 0.0%
HTHIF Hitachi Ltd Ord 0.1%
Value ($000) $62 Shares 11,000 Est. Cost $5.70 Unrealized 0.0%