Boltwood Capital Management Diversified Active

CIK: 0001563690 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 6, 2018

Total Value ($000): $153,520 (100.0% shares, 0.0% debt)

Holdings (125)

SCHF Schwab International ETF 5.2%
Value ($000) $8,017 Shares 242,593 Est. Cost $29.52 Unrealized
CVX Chevron Corp. 3.0%
Value ($000) $4,653 Shares 36,803 Est. Cost $70.99 Unrealized +25.6%
VEU Vanguard FTSE All-World EX-Us 2.9%
Value ($000) $4,433 Shares 85,515 Est. Cost $46.70 Unrealized
IJR iShares S&P Small-Cap 2.9%
Value ($000) $4,429 Shares 53,078 Est. Cost $82.17 Unrealized
IJH iShares S&P Mid-Cap 2.7%
Value ($000) $4,131 Shares 21,210 Est. Cost $121.33 Unrealized
AAPL Apple Inc. 2.5%
Value ($000) $3,837 Shares 20,729 Est. Cost $26.73 Unrealized +59.9%
WFC Wells Fargo & Co. 2.3%
Value ($000) $3,566 Shares 64,327 Est. Cost $28.59 Unrealized +51.6%
Exxon Mobil 2.2%
Value ($000) $3,318 Shares 40,107 Est. Cost $83.56 Unrealized
SCHB Schwab US Broad Market ETF 2.1%
Value ($000) $3,243 Shares 49,156 Est. Cost $52.52 Unrealized
LOW Lowe's Cos. 1.9%
Value ($000) $2,870 Shares 30,037 Est. Cost $34.82 Unrealized +126.0%
PFE Pfizer 1.8%
Value ($000) $2,793 Shares 77,008 Est. Cost $19.67 Unrealized +23.5%
CMF iShares S&P CA AMT-Free Muni 1.7%
Value ($000) $2,683 Shares 45,835 Est. Cost $79.08 Unrealized
SCHZ Schwab US Aggregate Bond 1.7%
Value ($000) $2,574 Shares 50,837 Est. Cost $52.11 Unrealized
J.P. Morgan Chase 1.6%
Value ($000) $2,467 Shares 23,685 Est. Cost $60.77 Unrealized
Vanguard Interm Corp. 1.5%
Value ($000) $2,360 Shares 28,261 Est. Cost $86.83 Unrealized
DIS Walt Disney 1.5%
Value ($000) $2,351 Shares 22,438 Est. Cost $62.83 Unrealized +54.6%
MSFT Microsoft 1.5%
Value ($000) $2,350 Shares 23,837 Est. Cost $28.07 Unrealized +219.8%
PG Procter & Gamble 1.5%
Value ($000) $2,258 Shares 28,930 Est. Cost $55.67 Unrealized +11.0%
AXP American Express 1.4%
Value ($000) $2,219 Shares 22,648 Est. Cost $61.35 Unrealized +44.4%
XLY Cons. Disc. Sector SPDR 1.4%
Value ($000) $2,118 Shares 19,378 Est. Cost $62.36 Unrealized
XLK Technology Sector SPDR 1.4%
Value ($000) $2,112 Shares 30,415 Est. Cost $40.72 Unrealized
ALL Allstate Corp. 1.3%
Value ($000) $2,026 Shares 22,203 Est. Cost $57.76 Unrealized +37.8%
MCHP Microchip Tech. 1.3%
Value ($000) $2,012 Shares 22,125 Est. Cost $20.24 Unrealized +98.6%
ICE Intercontinental Exchange 1.2%
Value ($000) $1,839 Shares 25,005 Est. Cost $49.34 Unrealized +33.8%
CRM Salesforce.com 1.2%
Value ($000) $1,830 Shares 13,422 Est. Cost $72.34 Unrealized +74.2%
United Technologies 1.2%
Value ($000) $1,775 Shares 14,203 Est. Cost $94.63 Unrealized
SCHE Schwab Emerging Markets ETF 1.2%
Value ($000) $1,769 Shares 68,341 Est. Cost $23.16 Unrealized
XLI Industrial Sector SPDR 1.1%
Value ($000) $1,739 Shares 24,279 Est. Cost $55.65 Unrealized
KO Coca Cola 1.1%
Value ($000) $1,708 Shares 38,947 Est. Cost $28.16 Unrealized +20.8%
ABT Abbott Labs. 1.1%
Value ($000) $1,687 Shares 27,675 Est. Cost $37.49 Unrealized +41.8%
USB U.S. Bancorp 1.1%
Value ($000) $1,650 Shares 32,995 Est. Cost $22.44 Unrealized +66.0%
META Facebook, Inc. 1.0%
Value ($000) $1,489 Shares 7,663 Est. Cost $179.45 Unrealized 0.0%
DowDuPont, Inc. 1.0%
Value ($000) $1,484 Shares 22,527 Est. Cost $69.22 Unrealized
JNJ Johnson & Johnson 0.9%
Value ($000) $1,450 Shares 11,950 Est. Cost $61.40 Unrealized +64.0%
VFC V.F. Corp. 0.9%
Value ($000) $1,360 Shares 16,685 Est. Cost $52.93 Unrealized +42.4%
Verizon Comm. 0.9%
Value ($000) $1,342 Shares 26,681 Est. Cost $53.96 Unrealized
WMT Wal-Mart Stores 0.8%
Value ($000) $1,293 Shares 15,097 Est. Cost $19.90 Unrealized +26.9%
PEP Pepsico 0.8%
Value ($000) $1,287 Shares 11,822 Est. Cost $56.21 Unrealized +45.4%
CTSH Cognizant Tech Solutions 0.8%
Value ($000) $1,280 Shares 16,209 Est. Cost $46.51 Unrealized +51.4%
Red Hat Inc 0.8%
Value ($000) $1,252 Shares 9,318 Est. Cost $75.30 Unrealized
XLV Health Care Sector SPDR 0.8%
Value ($000) $1,243 Shares 14,899 Est. Cost $70.77 Unrealized
Oracle 0.8%
Value ($000) $1,240 Shares 28,149 Est. Cost $41.31 Unrealized
Dominion Resources 0.8%
Value ($000) $1,195 Shares 17,536 Est. Cost $75.12 Unrealized
FTV Fortive Corporation 0.8%
Value ($000) $1,194 Shares 15,497 Est. Cost $33.36 Unrealized +38.7%
UPS United Parcel Service 0.8%
Value ($000) $1,177 Shares 11,081 Est. Cost $70.32 Unrealized +19.1%
XLB Materials Sector SPDR 0.8%
Value ($000) $1,173 Shares 20,204 Est. Cost $47.85 Unrealized
GWW W.W. Grainger, Inc. 0.7%
Value ($000) $1,148 Shares 3,723 Est. Cost $166.15 Unrealized +62.2%
INTC Intel 0.7%
Value ($000) $1,119 Shares 22,528 Est. Cost $17.48 Unrealized +157.6%
CAT Caterpillar 0.7%
Value ($000) $1,119 Shares 8,249 Est. Cost $62.30 Unrealized +103.1%
CME CME Group, Inc. 0.7%
Value ($000) $1,065 Shares 6,500 Est. Cost $48.46 Unrealized +157.4%
BMY Bristol-Myers Squibb 0.7%
Value ($000) $1,041 Shares 18,811 Est. Cost $33.67 Unrealized +20.7%
KLAC KLA-Tencor 0.7%
Value ($000) $1,003 Shares 9,790 Est. Cost $97.03 Unrealized 0.0%
HD Home Depot 0.6%
Value ($000) $969 Shares 4,968 Est. Cost $83.98 Unrealized +84.6%
XLP Consumer Staples SPDR 0.6%
Value ($000) $926 Shares 17,980 Est. Cost $42.81 Unrealized
SBUX Starbucks Corp. 0.6%
Value ($000) $924 Shares 18,923 Est. Cost $46.55 Unrealized +3.3%
EFA iShares MSCI EAFE 0.6%
Value ($000) $889 Shares 13,277 Est. Cost $61.21 Unrealized
AMG Affiliated Managers Group 0.6%
Value ($000) $870 Shares 5,854 Est. Cost $142.71 Unrealized +12.6%
Shire PLC 0.6%
Value ($000) $867 Shares 5,140 Est. Cost $155.52 Unrealized
DHR Danaher Corp. 0.6%
Value ($000) $864 Shares 8,763 Est. Cost $42.53 Unrealized +102.2%
Abbvie 0.6%
Value ($000) $854 Shares 9,224 Est. Cost $57.15 Unrealized
ADP Automatic Data Proc. 0.5%
Value ($000) $831 Shares 6,200 Est. Cost $76.76 Unrealized +40.4%
Zimmer Biomet Holdings 0.5%
Value ($000) $821 Shares 7,368 Est. Cost $120.34 Unrealized
HAL Halliburton 0.5%
Value ($000) $812 Shares 18,039 Est. Cost $35.82 Unrealized +19.0%
Allergan, Inc. 0.5%
Value ($000) $802 Shares 4,811 Est. Cost $233.24 Unrealized
XLU Utilities Sector SPDR 0.5%
Value ($000) $784 Shares 15,106 Est. Cost $41.44 Unrealized
HYG iShares IBOXX High Yield Corp. 0.5%
Value ($000) $783 Shares 9,208 Est. Cost $84.96 Unrealized
L Brands, Inc. 0.5%
Value ($000) $756 Shares 20,515 Est. Cost $55.62 Unrealized
UNP Union Pacific 0.5%
Value ($000) $753 Shares 5,316 Est. Cost $83.63 Unrealized +40.8%
VTI Vanguard Total Stock Market 0.5%
Value ($000) $752 Shares 5,355 Est. Cost $94.31 Unrealized
XLF Financial Sector SPDR 0.5%
Value ($000) $748 Shares 28,144 Est. Cost $22.50 Unrealized
XLRE Real Estate Select Sector SPDR 0.5%
Value ($000) $741 Shares 22,677 Est. Cost $30.94 Unrealized
IGSB iShares Barclays 1-3Yr Credit 0.5%
Value ($000) $738 Shares 7,120 Est. Cost $104.59 Unrealized
XLE Energy Sector SPDR 0.5%
Value ($000) $733 Shares 9,665 Est. Cost $71.89 Unrealized
SCHA Schwab US Small Cap ETF 0.5%
Value ($000) $713 Shares 9,695 Est. Cost $56.63 Unrealized
COST Costco Wholesale 0.5%
Value ($000) $710 Shares 3,400 Est. Cost $154.90 Unrealized +14.8%
PureFunds ISE Cyber Security ETF 0.5%
Value ($000) $707 Shares 19,110 Est. Cost $30.39 Unrealized
COR AmerisourceBergen 0.5%
Value ($000) $702 Shares 8,234 Est. Cost $66.37 Unrealized +2.3%
BRK/B Berkshire Hathaway - B 0.4%
Value ($000) $690 Shares 3,697 Est. Cost $153.96 Unrealized +26.6%
MDLZ Mondelez Int. 0.4%
Value ($000) $687 Shares 16,772 Est. Cost $35.45 Unrealized -5.9%
GSG iShares S&P GSCI Commodity 0.4%
Value ($000) $642 Shares 35,873 Est. Cost $15.07 Unrealized
AMZN Amazon 0.4%
Value ($000) $637 Shares 375 Est. Cost $39.18 Unrealized +102.6%
EOG EOG Resources, Inc. 0.4%
Value ($000) $619 Shares 4,981 Est. Cost $68.01 Unrealized +28.2%
Cisco Systems 0.4%
Value ($000) $609 Shares 14,174 Est. Cost $28.47 Unrealized
IGIB iShares Barclays Inter Cr Bd Fd 0.4%
Value ($000) $602 Shares 5,670 Est. Cost $107.25 Unrealized
Celgene Corp. 0.4%
Value ($000) $597 Shares 7,520 Est. Cost $103.72 Unrealized
General Electric 0.4%
Value ($000) $587 Shares 43,191 Est. Cost $23.80 Unrealized
BIIB Biogen Inc 0.4%
Value ($000) $577 Shares 1,989 Est. Cost $268.42 Unrealized +4.7%
Merck & Co. 0.4%
Value ($000) $573 Shares 9,450 Est. Cost $53.03 Unrealized
NEE Nextera Energy, Inc. 0.4%
Value ($000) $556 Shares 3,334 Est. Cost $33.41 Unrealized 0.0%
AT&T Inc. 0.4%
Value ($000) $545 Shares 16,985 Est. Cost $39.28 Unrealized
GOOG Alphabet - Cl C 0.3%
Value ($000) $535 Shares 480 Est. Cost $35.61 Unrealized +50.6%
MCD McDonald's 0.3%
Value ($000) $515 Shares 3,291 Est. Cost $86.49 Unrealized +56.7%
VNQ Vanguard REIT 0.3%
Value ($000) $514 Shares 6,318 Est. Cost $69.06 Unrealized
3M Corp 0.3%
Value ($000) $508 Shares 2,587 Est. Cost $166.49 Unrealized
RWO Dow Jones Global Real Estate ETF 0.3%
Value ($000) $508 Shares 10,563 Est. Cost $47.30 Unrealized
Vanguard Info Tech 0.3%
Value ($000) $494 Shares 2,725 Est. Cost $109.59 Unrealized
GOOGL Alphabet - Cl A 0.3%
Value ($000) $486 Shares 431 Est. Cost $36.73 Unrealized +47.0%
AMT American Tower Corp 0.3%
Value ($000) $479 Shares 3,325 Est. Cost $115.62 Unrealized -1.5%
PG&E Corp. 0.3%
Value ($000) $459 Shares 10,788 Est. Cost $59.69 Unrealized
DUK Duke Energy 0.3%
Value ($000) $449 Shares 5,690 Est. Cost $47.28 Unrealized +19.4%
IBM IBM 0.3%
Value ($000) $440 Shares 3,155 Est. Cost $114.56 Unrealized -12.8%
Jacobs Engineering 0.3%
Value ($000) $429 Shares 6,766 Est. Cost $63.41 Unrealized
TIP iShares Barclays TIPS 0.3%
Value ($000) $426 Shares 3,782 Est. Cost $109.91 Unrealized
T. Rowe Price 0.3%
Value ($000) $417 Shares 3,600 Est. Cost $73.33 Unrealized
VIG Vanguard Dividend Appreciation 0.3%
Value ($000) $398 Shares 3,917 Est. Cost $77.87 Unrealized
SUB iShares St Nat. AMT-Free Muni 0.2%
Value ($000) $364 Shares 3,473 Est. Cost $105.46 Unrealized
Avago Tech. 0.2%
Value ($000) $362 Shares 1,496 Est. Cost $241.98 Unrealized
Prologis Inc. 0.2%
Value ($000) $341 Shares 5,200 Est. Cost $44.23 Unrealized
LQD iShares IBOXX Inv. Grade Corp. 0.2%
Value ($000) $332 Shares 2,900 Est. Cost $115.60 Unrealized
SLB Schlumberger Ltd. 0.2%
Value ($000) $330 Shares 4,930 Est. Cost $56.81 Unrealized -3.0%
SCHM Schwab US Mid Cap ETF 0.2%
Value ($000) $317 Shares 5,784 Est. Cost $51.30 Unrealized
MCO Moody's Corp. 0.2%
Value ($000) $315 Shares 1,848 Est. Cost $98.85 Unrealized +60.1%
BMO Bank Of Montreal 0.2%
Value ($000) $309 Shares 4,000 Est. Cost $49.92 Unrealized +12.8%
MUB iShares Nat. AMT-Free Muni 0.2%
Value ($000) $295 Shares 2,710 Est. Cost $110.15 Unrealized
BA Boeing Co. 0.2%
Value ($000) $293 Shares 874 Est. Cost $220.44 Unrealized +49.9%
Xerox 0.2%
Value ($000) $287 Shares 11,983 Est. Cost $9.07 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $275 Shares 2,500 Est. Cost $87.28 Unrealized 0.0%
EFV iShares MSCI EAFE Value 0.2%
Value ($000) $269 Shares 5,250 Est. Cost $51.24 Unrealized
BAC Bank of America 0.2%
Value ($000) $263 Shares 9,352 Est. Cost $16.34 Unrealized +52.1%
APD Air Products & Chemicals, Inc. 0.2%
Value ($000) $259 Shares 1,666 Est. Cost $135.57 Unrealized 0.0%
BXP Boston Properties 0.2%
Value ($000) $250 Shares 2,000 Est. Cost $64.00 Unrealized +33.6%
REZ iShares FTSE NAREIT Residential 0.1%
Value ($000) $226 Shares 3,600 Est. Cost $58.89 Unrealized
SCHW Charles Schwab 0.1%
Value ($000) $217 Shares 4,266 Est. Cost $49.84 Unrealized 0.0%
MAR Marriott Int. 0.1%
Value ($000) $215 Shares 1,700 Est. Cost $114.71 Unrealized +11.3%
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $203 Shares 4,691 Est. Cost $44.62 Unrealized