Boltwood Capital Management Diversified Active

CIK: 0001563690 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 2, 2024

Total Value ($000): $337,450 (100.0% shares, 0.0% debt)

Holdings (174)

SCHF SCHWAB STRATEGIC TR 7.2%
Value ($000) $24,273 Shares 590,290 Est. Cost $32.19 Unrealized
HYGV FLEXSHARES TR 3.9%
Value ($000) $13,039 Shares 312,940 Est. Cost $44.10 Unrealized
TDTT FLEXSHARES TR 3.8%
Value ($000) $12,939 Shares 538,016 Est. Cost $23.79 Unrealized
MBB ISHARES TR 3.8%
Value ($000) $12,814 Shares 133,747 Est. Cost $96.88 Unrealized
IEI ISHARES TR 3.3%
Value ($000) $11,043 Shares 92,325 Est. Cost $117.73 Unrealized
SPDW SPDR INDEX SHS FDS 3.2%
Value ($000) $10,694 Shares 284,710 Est. Cost $27.68 Unrealized
MBSD FLEXSHARES TR 2.6%
Value ($000) $8,750 Shares 417,069 Est. Cost $22.32 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $8,627 Shares 37,027 Est. Cost $97.81 Unrealized +126.9%
MSFT MICROSOFT CORP 2.1%
Value ($000) $7,140 Shares 16,592 Est. Cost $57.99 Unrealized +629.6%
IJH ISHARES TR 2.1%
Value ($000) $7,114 Shares 114,160 Est. Cost $76.25 Unrealized
SCHE SCHWAB STRATEGIC TR 2.1%
Value ($000) $7,023 Shares 240,689 Est. Cost $25.35 Unrealized
GUNR FLEXSHARES TR 2.0%
Value ($000) $6,818 Shares 165,296 Est. Cost $35.93 Unrealized
IJR ISHARES TR 2.0%
Value ($000) $6,601 Shares 56,441 Est. Cost $81.50 Unrealized
SHY ISHARES TR 1.7%
Value ($000) $5,661 Shares 68,087 Est. Cost $82.07 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $5,586 Shares 46,000 Est. Cost $93.20 Unrealized +26.7%
XLK SELECT SECTOR SPDR TR 1.6%
Value ($000) $5,472 Shares 24,236 Est. Cost $69.25 Unrealized
HYG ISHARES TR 1.5%
Value ($000) $5,076 Shares 63,210 Est. Cost $77.60 Unrealized
SPEM SPDR INDEX SHS FDS 1.4%
Value ($000) $4,603 Shares 111,515 Est. Cost $34.38 Unrealized
NFRA FLEXSHARES TR 1.4%
Value ($000) $4,589 Shares 77,224 Est. Cost $52.38 Unrealized
GQRE FLEXSHARES TR 1.3%
Value ($000) $4,402 Shares 70,696 Est. Cost $55.70 Unrealized
SKOR FLEXSHARES TR 1.3%
Value ($000) $4,356 Shares 88,687 Est. Cost $51.97 Unrealized
IGSB ISHARES TR 1.2%
Value ($000) $4,101 Shares 77,871 Est. Cost $50.96 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $3,766 Shares 22,707 Est. Cost $109.37 Unrealized +52.4%
IEF ISHARES TR 1.1%
Value ($000) $3,695 Shares 37,659 Est. Cost $102.51 Unrealized
LOW LOWES COS INC 1.0%
Value ($000) $3,498 Shares 12,916 Est. Cost $34.82 Unrealized +578.1%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $3,348 Shares 22,733 Est. Cost $71.95 Unrealized +94.5%
CAT CATERPILLAR INC 1.0%
Value ($000) $3,222 Shares 8,237 Est. Cost $90.07 Unrealized +276.0%
GNR SPDR INDEX SHS FDS 0.9%
Value ($000) $3,116 Shares 54,036 Est. Cost $49.00 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $3,038 Shares 14,410 Est. Cost $85.82 Unrealized +138.8%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,964 Shares 25,289 Est. Cost $56.37 Unrealized +95.2%
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,822 Shares 18,322 Est. Cost $89.76 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $2,739 Shares 14,702 Est. Cost $123.82 Unrealized +47.4%
EFA ISHARES TR 0.8%
Value ($000) $2,705 Shares 32,344 Est. Cost $64.30 Unrealized
CRM SALESFORCE INC 0.8%
Value ($000) $2,637 Shares 9,633 Est. Cost $72.34 Unrealized +250.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.8%
Value ($000) $2,570 Shares 32,003 Est. Cost $47.62 Unrealized +66.3%
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,506 Shares 37,673 Est. Cost $56.28 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $2,488 Shares 21,821 Est. Cost $37.89 Unrealized +182.6%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $2,484 Shares 14,342 Est. Cost $55.67 Unrealized +195.0%
XLY SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,462 Shares 12,288 Est. Cost $84.29 Unrealized
RAVI FLEXSHARES TR 0.7%
Value ($000) $2,418 Shares 31,965 Est. Cost $75.43 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $2,396 Shares 4,186 Est. Cost $177.06 Unrealized +189.2%
SCHA SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,266 Shares 44,008 Est. Cost $50.16 Unrealized
SPMB SPDR SER TR 0.7%
Value ($000) $2,223 Shares 98,688 Est. Cost $21.73 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value ($000) $2,198 Shares 13,680 Est. Cost $49.34 Unrealized +207.4%
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,132 Shares 33,849 Est. Cost $47.99 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,034 Shares 24,474 Est. Cost $69.65 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $2,007 Shares 7,402 Est. Cost $63.59 Unrealized +285.5%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,990 Shares 22,668 Est. Cost $42.70 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $1,950 Shares 11,442 Est. Cost $61.70 Unrealized +131.9%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,930 Shares 42,583 Est. Cost $28.58 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,918 Shares 26,690 Est. Cost $28.16 Unrealized +133.1%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,860 Shares 2,099 Est. Cost $115.08 Unrealized +673.7%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,837 Shares 13,562 Est. Cost $64.17 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,815 Shares 62,722 Est. Cost $21.50 Unrealized +24.1%
SPTL SPDR SER TR 0.5%
Value ($000) $1,780 Shares 61,246 Est. Cost $31.85 Unrealized
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,709 Shares 18,905 Est. Cost $52.09 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,626 Shares 20,137 Est. Cost $43.89 Unrealized +65.1%
TJX TJX COS INC NEW 0.5%
Value ($000) $1,586 Shares 13,491 Est. Cost $46.94 Unrealized +140.1%
KLAC KLA CORP 0.5%
Value ($000) $1,568 Shares 2,025 Est. Cost $108.03 Unrealized +617.5%
SUB ISHARES TR 0.5%
Value ($000) $1,535 Shares 14,455 Est. Cost $105.67 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $1,526 Shares 15,556 Est. Cost $120.20 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,415 Shares 7,165 Est. Cost $63.49 Unrealized +181.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,326 Shares 13,783 Est. Cost $70.49 Unrealized +28.5%
ALL ALLSTATE CORP 0.4%
Value ($000) $1,324 Shares 6,980 Est. Cost $58.29 Unrealized +196.5%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,294 Shares 15,593 Est. Cost $49.69 Unrealized
IGIB ISHARES TR 0.4%
Value ($000) $1,251 Shares 23,282 Est. Cost $60.90 Unrealized
SPLB SPDR SER TR 0.4%
Value ($000) $1,243 Shares 51,450 Est. Cost $23.79 Unrealized
XLB SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,242 Shares 12,881 Est. Cost $50.69 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,240 Shares 4,460 Est. Cost $46.06 Unrealized +469.8%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1,139 Shares 5,105 Est. Cost $96.58 Unrealized +124.6%
HD HOME DEPOT INC 0.3%
Value ($000) $1,137 Shares 2,805 Est. Cost $98.91 Unrealized +256.5%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,075 Shares 4,863 Est. Cost $115.79 Unrealized +63.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,061 Shares 2,306 Est. Cost $175.23 Unrealized +152.3%
CME CME GROUP INC 0.3%
Value ($000) $1,015 Shares 4,600 Est. Cost $50.57 Unrealized +288.4%
ADBE ADOBE INC 0.3%
Value ($000) $1,011 Shares 1,952 Est. Cost $417.37 Unrealized +31.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,005 Shares 2,035 Est. Cost $332.42 Unrealized +38.9%
ICSH ISHARES TR 0.3%
Value ($000) $984 Shares 19,400 Est. Cost $50.21 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $949 Shares 12,888 Est. Cost $36.79 Unrealized +82.6%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $949 Shares 16,800 Est. Cost $29.49 Unrealized +86.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $940 Shares 3,397 Est. Cost $79.47 Unrealized +219.0%
RWO SPDR INDEX SHS FDS 0.3%
Value ($000) $934 Shares 19,645 Est. Cost $42.47 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $933 Shares 3,296 Est. Cost $128.77 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $931 Shares 15,900 Est. Cost $50.56 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $920 Shares 6,006 Est. Cost $95.73 Unrealized +39.6%
CMF ISHARES TR 0.3%
Value ($000) $884 Shares 15,210 Est. Cost $69.44 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $882 Shares 10,920 Est. Cost $45.62 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $879 Shares 5,171 Est. Cost $63.04 Unrealized +158.4%
T AT&T INC 0.2%
Value ($000) $797 Shares 36,232 Est. Cost $14.69 Unrealized +27.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $797 Shares 899 Est. Cost $536.79 Unrealized +60.6%
FLCH FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $792 Shares 39,400 Est. Cost $17.45 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $762 Shares 3,310 Est. Cost $156.55 Unrealized +40.6%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $758 Shares 3,829 Est. Cost $83.79 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $749 Shares 16,772 Est. Cost $32.33 Unrealized
BLACKROCK INC 0.2%
Value ($000) $743 Shares 782 Est. Cost $748.29 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $690 Shares 11,975 Est. Cost $61.37 Unrealized -9.8%
MRK MERCK & CO INC 0.2%
Value ($000) $663 Shares 5,838 Est. Cost $60.97 Unrealized +85.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $648 Shares 12,173 Est. Cost $43.29 Unrealized +8.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $639 Shares 7,555 Est. Cost $60.93 Unrealized +22.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $633 Shares 3,060 Est. Cost $145.82 Unrealized +29.2%
PLD PROLOGIS INC. 0.2%
Value ($000) $631 Shares 5,000 Est. Cost $59.02 Unrealized +100.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $630 Shares 15,079 Est. Cost $37.12 Unrealized +1.7%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $619 Shares 2,662 Est. Cost $122.22 Unrealized +72.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $594 Shares 1,739 Est. Cost $90.74 Unrealized +85.5%
CVS CVS HEALTH CORP 0.2%
Value ($000) $573 Shares 9,107 Est. Cost $49.64 Unrealized +11.2%
MCHI ISHARES TR 0.2%
Value ($000) $565 Shares 11,100 Est. Cost $43.65 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $562 Shares 1,847 Est. Cost $123.30 Unrealized +116.3%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $561 Shares 5,756 Est. Cost $70.15 Unrealized
BA BOEING CO 0.2%
Value ($000) $560 Shares 3,683 Est. Cost $253.11 Unrealized -32.3%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $548 Shares 10,980 Est. Cost $30.33 Unrealized +45.8%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $546 Shares 2,197 Est. Cost $174.53 Unrealized +33.5%
SPTI SPDR SER TR 0.2%
Value ($000) $535 Shares 18,400 Est. Cost $28.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $523 Shares 10,935 Est. Cost $40.40 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $520 Shares 11,338 Est. Cost $43.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $510 Shares 7,862 Est. Cost $68.86 Unrealized -6.2%
TSLA TESLA INC 0.1%
Value ($000) $502 Shares 1,920 Est. Cost $186.79 Unrealized +22.1%
FLTW FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $494 Shares 10,250 Est. Cost $45.43 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $490 Shares 835 Est. Cost $216.28 Unrealized
TPR TAPESTRY INC 0.1%
Value ($000) $488 Shares 10,393 Est. Cost $22.01 Unrealized +82.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $484 Shares 2,985 Est. Cost $61.40 Unrealized +148.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $480 Shares 4,443 Est. Cost $112.07 Unrealized -4.0%
MAS MASCO CORP 0.1%
Value ($000) $473 Shares 5,637 Est. Cost $51.89 Unrealized +42.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $471 Shares 6,030 Est. Cost $61.53 Unrealized +8.5%
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $463 Shares 3,540 Est. Cost $95.66 Unrealized +24.4%
GSK GSK PLC 0.1%
Value ($000) $463 Shares 11,333 Est. Cost $35.73 Unrealized
IGF ISHARES TR 0.1%
Value ($000) $462 Shares 8,495 Est. Cost $49.72 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $458 Shares 3,778 Est. Cost $53.70 Unrealized +106.8%
TFC TRUIST FINL CORP 0.1%
Value ($000) $444 Shares 10,385 Est. Cost $35.76 Unrealized +10.7%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $433 Shares 5,578 Est. Cost $57.27 Unrealized +20.4%
GOOG ALPHABET INC 0.1%
Value ($000) $431 Shares 2,575 Est. Cost $102.94 Unrealized +63.4%
COR CENCORA INC 0.1%
Value ($000) $413 Shares 1,833 Est. Cost $143.51 Unrealized +60.0%
CDW CDW CORP 0.1%
Value ($000) $401 Shares 1,770 Est. Cost $166.84 Unrealized +30.4%
MCO MOODYS CORP 0.1%
Value ($000) $384 Shares 810 Est. Cost $101.98 Unrealized +349.8%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $372 Shares 4,125 Est. Cost $50.86 Unrealized +59.6%
EWY ISHARES INC 0.1%
Value ($000) $369 Shares 5,775 Est. Cost $65.49 Unrealized
EWT ISHARES INC 0.1%
Value ($000) $365 Shares 6,775 Est. Cost $48.06 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $355 Shares 4,503 Est. Cost $33.58 Unrealized +62.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $344 Shares 331 Est. Cost $621.54 Unrealized +54.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $343 Shares 2,093 Est. Cost $83.77 Unrealized +81.4%
EWU ISHARES TR 0.1%
Value ($000) $339 Shares 9,050 Est. Cost $34.56 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value ($000) $337 Shares 2,321 Est. Cost $95.56 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $329 Shares 4,600 Est. Cost $66.99 Unrealized
MMM 3M CO 0.1%
Value ($000) $324 Shares 2,367 Est. Cost $125.65 Unrealized -5.2%
REZ ISHARES TR 0.1%
Value ($000) $320 Shares 3,600 Est. Cost $60.00 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $301 Shares 6,575 Est. Cost $22.44 Unrealized +83.3%
AVGO BROADCOM INC 0.1%
Value ($000) $293 Shares 1,700 Est. Cost $156.33 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $288 Shares 6,410 Est. Cost $38.49 Unrealized -0.3%
UNP UNION PAC CORP 0.1%
Value ($000) $281 Shares 1,140 Est. Cost $95.49 Unrealized +145.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $274 Shares 3,055 Est. Cost $74.52 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $269 Shares 1,117 Est. Cost $234.52 Unrealized -2.9%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $263 Shares 2,145 Est. Cost $120.98 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $258 Shares 759 Est. Cost $254.05 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $258 Shares 2,647 Est. Cost $51.60 Unrealized +60.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $257 Shares 8,860 Est. Cost $16.54 Unrealized +83.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $247 Shares 2,031 Est. Cost $91.66 Unrealized +19.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $246 Shares 4,260 Est. Cost $53.89 Unrealized -5.1%
MUB ISHARES TR 0.1%
Value ($000) $234 Shares 2,150 Est. Cost $108.63 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $232 Shares 1,197 Est. Cost $205.09 Unrealized +2.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $232 Shares 826 Est. Cost $209.43 Unrealized +35.6%
GE GE AEROSPACE 0.1%
Value ($000) $230 Shares 1,221 Est. Cost $167.93 Unrealized 0.0%
IGLB ISHARES TR 0.1%
Value ($000) $225 Shares 4,200 Est. Cost $52.14 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $224 Shares 1,060 Est. Cost $189.94 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $223 Shares 9,500 Est. Cost $31.30 Unrealized -20.5%
NKE NIKE INC 0.1%
Value ($000) $219 Shares 2,483 Est. Cost $97.88 Unrealized -22.3%
NUE NUCOR CORP 0.1%
Value ($000) $219 Shares 1,455 Est. Cost $152.48 Unrealized -3.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $215 Shares 435 Est. Cost $475.08 Unrealized 0.0%
EWL ISHARES INC 0.1%
Value ($000) $215 Shares 4,125 Est. Cost $52.10 Unrealized
GII SPDR INDEX SHS FDS 0.1%
Value ($000) $214 Shares 3,470 Est. Cost $61.69 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $213 Shares 1,942 Est. Cost $109.91 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $213 Shares 2,100 Est. Cost $94.04 Unrealized
EWQ ISHARES INC 0.1%
Value ($000) $208 Shares 5,150 Est. Cost $40.40 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $208 Shares 1,525 Est. Cost $75.84 Unrealized +58.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $204 Shares 3,945 Est. Cost $43.65 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $202 Shares 423 Est. Cost $447.95 Unrealized 0.0%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $56 Shares 11,000 Est. Cost $4.14 Unrealized