Boltwood Capital Management Diversified Active

CIK: 0001563690 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 8, 2025

Total Value ($000): $351,769 (100.0% shares, 0.0% debt)

Holdings (172)

SCHF SCHWAB STRATEGIC TR 7.2%
Value ($000) $25,294 Shares 1,144,526 Est. Cost $25.32 Unrealized
TDTT FLEXSHARES TR 4.7%
Value ($000) $16,575 Shares 683,782 Est. Cost $23.87 Unrealized
MBB ISHARES TR 3.4%
Value ($000) $12,073 Shares 128,588 Est. Cost $96.75 Unrealized
IEI ISHARES TR 3.3%
Value ($000) $11,451 Shares 96,157 Est. Cost $117.61 Unrealized
HYGV FLEXSHARES TR 3.2%
Value ($000) $11,362 Shares 276,913 Est. Cost $44.00 Unrealized
SPDW SPDR INDEX SHS FDS 3.2%
Value ($000) $11,273 Shares 278,425 Est. Cost $27.77 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $8,946 Shares 17,986 Est. Cost $92.93 Unrealized +365.3%
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $8,077 Shares 51,123 Est. Cost $96.84 Unrealized +29.9%
AAPL APPLE INC 2.1%
Value ($000) $7,428 Shares 36,204 Est. Cost $112.07 Unrealized +79.7%
MBSD FLEXSHARES TR 2.1%
Value ($000) $7,414 Shares 358,160 Est. Cost $22.32 Unrealized
SCHE SCHWAB STRATEGIC TR 2.1%
Value ($000) $7,253 Shares 240,631 Est. Cost $25.35 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $7,191 Shares 115,940 Est. Cost $76.02 Unrealized
HYG ISHARES TR 2.0%
Value ($000) $7,064 Shares 87,584 Est. Cost $78.36 Unrealized
XLK SELECT SECTOR SPDR TR 1.9%
Value ($000) $6,753 Shares 26,667 Est. Cost $83.38 Unrealized
SHY ISHARES TR 1.8%
Value ($000) $6,261 Shares 75,560 Est. Cost $82.09 Unrealized
IJR ISHARES TR 1.8%
Value ($000) $6,165 Shares 56,411 Est. Cost $81.74 Unrealized
NFRA FLEXSHARES TR 1.4%
Value ($000) $4,965 Shares 80,228 Est. Cost $52.54 Unrealized
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $4,903 Shares 16,913 Est. Cost $109.91 Unrealized +129.9%
SPEM SPDR INDEX SHS FDS 1.4%
Value ($000) $4,797 Shares 112,240 Est. Cost $34.38 Unrealized
GUNR FLEXSHARES TR 1.4%
Value ($000) $4,760 Shares 118,683 Est. Cost $35.95 Unrealized
GQRE FLEXSHARES TR 1.3%
Value ($000) $4,626 Shares 77,557 Est. Cost $55.86 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $4,557 Shares 25,856 Est. Cost $117.01 Unrealized +39.6%
IGSB ISHARES TR 1.2%
Value ($000) $4,121 Shares 78,112 Est. Cost $50.96 Unrealized
SKOR FLEXSHARES TR 1.1%
Value ($000) $3,801 Shares 77,918 Est. Cost $51.97 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $3,689 Shares 16,816 Est. Cost $134.20 Unrealized +47.5%
META META PLATFORMS INC 1.0%
Value ($000) $3,355 Shares 4,545 Est. Cost $212.04 Unrealized +190.8%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $3,255 Shares 22,735 Est. Cost $71.95 Unrealized +90.4%
CAT CATERPILLAR INC 0.9%
Value ($000) $3,188 Shares 8,211 Est. Cost $90.07 Unrealized +267.3%
ABT ABBOTT LABS 0.8%
Value ($000) $2,928 Shares 21,525 Est. Cost $37.89 Unrealized +244.7%
EFA ISHARES TR 0.8%
Value ($000) $2,879 Shares 32,207 Est. Cost $64.30 Unrealized
IEF ISHARES TR 0.8%
Value ($000) $2,845 Shares 29,702 Est. Cost $102.51 Unrealized
SCHA SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,785 Shares 110,065 Est. Cost $35.32 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $2,738 Shares 12,341 Est. Cost $34.82 Unrealized +533.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,732 Shares 25,340 Est. Cost $56.37 Unrealized +85.4%
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,705 Shares 12,448 Est. Cost $87.99 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,597 Shares 108,965 Est. Cost $34.05 Unrealized
SPMB SPDR SERIES TRUST 0.7%
Value ($000) $2,529 Shares 114,414 Est. Cost $21.79 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $2,523 Shares 9,251 Est. Cost $72.34 Unrealized +267.8%
GNR SPDR INDEX SHS FDS 0.7%
Value ($000) $2,506 Shares 46,200 Est. Cost $49.07 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,428 Shares 18,017 Est. Cost $89.76 Unrealized
SCHM SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,378 Shares 84,779 Est. Cost $39.74 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $2,310 Shares 7,243 Est. Cost $63.59 Unrealized +339.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value ($000) $2,291 Shares 12,486 Est. Cost $49.34 Unrealized +245.5%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,227 Shares 42,531 Est. Cost $30.17 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,217 Shares 13,914 Est. Cost $55.67 Unrealized +188.8%
ORCL ORACLE CORP 0.6%
Value ($000) $2,175 Shares 9,949 Est. Cost $61.70 Unrealized +160.6%
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,013 Shares 29,944 Est. Cost $47.99 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,999 Shares 13,552 Est. Cost $65.02 Unrealized
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,957 Shares 18,030 Est. Cost $52.85 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,934 Shares 19,782 Est. Cost $43.89 Unrealized +115.9%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,885 Shares 22,229 Est. Cost $43.57 Unrealized
SPTL SPDR SERIES TRUST 0.5%
Value ($000) $1,869 Shares 70,330 Est. Cost $30.85 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,848 Shares 26,123 Est. Cost $28.16 Unrealized +147.8%
KLAC KLA CORP 0.5%
Value ($000) $1,781 Shares 1,988 Est. Cost $127.27 Unrealized +488.2%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,664 Shares 13,417 Est. Cost $70.49 Unrealized +45.8%
RAVI FLEXSHARES TR 0.4%
Value ($000) $1,565 Shares 20,723 Est. Cost $75.43 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,547 Shares 12,526 Est. Cost $46.94 Unrealized +168.2%
LLY ELI LILLY & CO 0.4%
Value ($000) $1,538 Shares 1,973 Est. Cost $115.08 Unrealized +572.1%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,503 Shares 1,518 Est. Cost $702.99 Unrealized +40.9%
TLT ISHARES TR 0.4%
Value ($000) $1,497 Shares 16,965 Est. Cost $116.14 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $1,440 Shares 7,154 Est. Cost $70.75 Unrealized +178.3%
PFE PFIZER INC 0.4%
Value ($000) $1,402 Shares 57,854 Est. Cost $21.52 Unrealized +3.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,398 Shares 2,488 Est. Cost $369.98 Unrealized +49.1%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,358 Shares 16,950 Est. Cost $29.88 Unrealized +138.1%
BX BLACKSTONE INC 0.4%
Value ($000) $1,336 Shares 8,929 Est. Cost $115.77 Unrealized +16.7%
ABBV ABBVIE INC 0.4%
Value ($000) $1,288 Shares 6,941 Est. Cost $63.49 Unrealized +187.7%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,248 Shares 15,413 Est. Cost $50.26 Unrealized
IGIB ISHARES TR 0.4%
Value ($000) $1,246 Shares 23,390 Est. Cost $60.90 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $1,219 Shares 8,346 Est. Cost $93.62 Unrealized +40.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,150 Shares 8,101 Est. Cost $105.03 Unrealized +3.7%
SUB ISHARES TR 0.3%
Value ($000) $1,142 Shares 10,735 Est. Cost $105.67 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $1,082 Shares 19,425 Est. Cost $50.90 Unrealized
RWO SPDR INDEX SHS FDS 0.3%
Value ($000) $1,074 Shares 24,340 Est. Cost $42.74 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $1,067 Shares 15,164 Est. Cost $47.62 Unrealized +13.2%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,056 Shares 12,023 Est. Cost $50.69 Unrealized
SPLB SPDR SERIES TRUST 0.3%
Value ($000) $1,034 Shares 45,800 Est. Cost $23.79 Unrealized
ICSH ISHARES TR 0.3%
Value ($000) $1,029 Shares 20,300 Est. Cost $50.22 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,016 Shares 2,770 Est. Cost $106.76 Unrealized +233.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,006 Shares 3,309 Est. Cost $131.52 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $999 Shares 4,567 Est. Cost $96.58 Unrealized +131.1%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $998 Shares 3,236 Est. Cost $79.47 Unrealized +280.5%
RDDT REDDIT INC 0.3%
Value ($000) $992 Shares 6,590 Est. Cost $165.28 Unrealized -31.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $981 Shares 2,019 Est. Cost $175.23 Unrealized +189.8%
MCHI ISHARES TR 0.3%
Value ($000) $956 Shares 17,350 Est. Cost $47.36 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $929 Shares 13,773 Est. Cost $38.37 Unrealized +69.8%
FLCH FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $924 Shares 42,550 Est. Cost $17.66 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $898 Shares 3,256 Est. Cost $182.85 Unrealized +18.1%
DHR DANAHER CORPORATION 0.2%
Value ($000) $868 Shares 4,395 Est. Cost $46.06 Unrealized +319.1%
CME CME GROUP INC 0.2%
Value ($000) $854 Shares 3,100 Est. Cost $50.57 Unrealized +430.9%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $850 Shares 10,413 Est. Cost $45.62 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $804 Shares 11,593 Est. Cost $43.53 Unrealized +38.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $802 Shares 3,917 Est. Cost $146.95 Unrealized +26.4%
BA BOEING CO 0.2%
Value ($000) $769 Shares 3,670 Est. Cost $251.21 Unrealized -24.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $765 Shares 2,595 Est. Cost $115.79 Unrealized +119.2%
IGF ISHARES TR 0.2%
Value ($000) $764 Shares 12,910 Est. Cost $51.62 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $743 Shares 13,240 Est. Cost $61.07 Unrealized -16.7%
ADBE ADOBE INC 0.2%
Value ($000) $737 Shares 1,906 Est. Cost $416.73 Unrealized -7.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $728 Shares 3,125 Est. Cost $146.47 Unrealized +36.3%
TPR TAPESTRY INC 0.2%
Value ($000) $722 Shares 8,220 Est. Cost $22.01 Unrealized +240.5%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $710 Shares 7,779 Est. Cost $68.86 Unrealized +20.8%
BLK BLACKROCK INC 0.2%
Value ($000) $708 Shares 675 Est. Cost $961.85 Unrealized -3.0%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $708 Shares 3,457 Est. Cost $83.79 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $683 Shares 5,176 Est. Cost $63.04 Unrealized +107.9%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $680 Shares 16,405 Est. Cost $32.33 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $679 Shares 6,600 Est. Cost $103.16 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $676 Shares 2,840 Est. Cost $156.55 Unrealized +31.6%
FLTW FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $660 Shares 12,650 Est. Cost $46.53 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $635 Shares 2,000 Est. Cost $192.01 Unrealized +56.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $617 Shares 4,042 Est. Cost $84.95 Unrealized +77.6%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $612 Shares 2,390 Est. Cost $179.72 Unrealized +29.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $594 Shares 8,610 Est. Cost $49.68 Unrealized +29.2%
CMF ISHARES TR 0.2%
Value ($000) $594 Shares 10,650 Est. Cost $69.44 Unrealized
T AT&T INC 0.2%
Value ($000) $580 Shares 20,028 Est. Cost $14.69 Unrealized +83.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $579 Shares 2,621 Est. Cost $122.22 Unrealized +72.1%
EEM ISHARES TR 0.2%
Value ($000) $575 Shares 11,923 Est. Cost $43.27 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $562 Shares 1,925 Est. Cost $135.05 Unrealized +124.8%
EWT ISHARES INC 0.2%
Value ($000) $545 Shares 9,500 Est. Cost $47.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $541 Shares 10,938 Est. Cost $40.40 Unrealized
SPTI SPDR SERIES TRUST 0.2%
Value ($000) $529 Shares 18,400 Est. Cost $28.56 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $527 Shares 5,010 Est. Cost $59.02 Unrealized +73.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $522 Shares 7,020 Est. Cost $63.36 Unrealized +7.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $521 Shares 7,506 Est. Cost $61.02 Unrealized +11.6%
COR CENCORA INC 0.1%
Value ($000) $518 Shares 1,726 Est. Cost $143.51 Unrealized +99.9%
EWU ISHARES TR 0.1%
Value ($000) $508 Shares 12,800 Est. Cost $35.05 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $506 Shares 14,189 Est. Cost $37.12 Unrealized -8.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $504 Shares 5,656 Est. Cost $70.15 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $496 Shares 4,698 Est. Cost $59.84 Unrealized +53.3%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $484 Shares 4,375 Est. Cost $53.03 Unrealized +87.4%
GOOG ALPHABET INC 0.1%
Value ($000) $475 Shares 2,675 Est. Cost $105.25 Unrealized +56.6%
GSK GSK PLC 0.1%
Value ($000) $461 Shares 11,993 Est. Cost $35.56 Unrealized
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $460 Shares 3,500 Est. Cost $95.66 Unrealized +28.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $459 Shares 10,587 Est. Cost $30.33 Unrealized +24.3%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $459 Shares 901 Est. Cost $228.35 Unrealized +89.9%
MRK MERCK & CO INC 0.1%
Value ($000) $453 Shares 5,728 Est. Cost $60.97 Unrealized +26.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $440 Shares 1,471 Est. Cost $341.85 Unrealized -11.4%
FLKR FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $410 Shares 16,775 Est. Cost $18.43 Unrealized
EWQ ISHARES INC 0.1%
Value ($000) $400 Shares 9,350 Est. Cost $39.40 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $392 Shares 12,200 Est. Cost $30.10 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $392 Shares 5,225 Est. Cost $67.02 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $369 Shares 735 Est. Cost $101.98 Unrealized +352.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $366 Shares 552 Est. Cost $216.28 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $364 Shares 1,021 Est. Cost $308.40 Unrealized -0.5%
NOW SERVICENOW INC 0.1%
Value ($000) $350 Shares 340 Est. Cost $198.56 Unrealized -5.0%
EWG ISHARES INC 0.1%
Value ($000) $349 Shares 8,250 Est. Cost $33.66 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $343 Shares 1,885 Est. Cost $91.66 Unrealized +82.6%
VOX VANGUARD WORLD FD 0.1%
Value ($000) $342 Shares 1,997 Est. Cost $95.56 Unrealized
MMM 3M CO 0.1%
Value ($000) $339 Shares 2,227 Est. Cost $125.65 Unrealized +12.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $336 Shares 3,687 Est. Cost $112.00 Unrealized -14.3%
NFLX NETFLIX INC 0.1%
Value ($000) $325 Shares 243 Est. Cost $113.07 Unrealized 0.0%
EWL ISHARES INC 0.1%
Value ($000) $322 Shares 5,875 Est. Cost $50.76 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $315 Shares 445 Est. Cost $477.25 Unrealized +19.8%
GE GE AEROSPACE 0.1%
Value ($000) $303 Shares 1,176 Est. Cost $167.93 Unrealized +30.2%
REZ ISHARES TR 0.1%
Value ($000) $296 Shares 3,600 Est. Cost $60.00 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $293 Shares 3,445 Est. Cost $71.20 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $280 Shares 6,460 Est. Cost $38.53 Unrealized +8.5%
EWY ISHARES INC 0.1%
Value ($000) $273 Shares 3,800 Est. Cost $71.78 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $267 Shares 5,905 Est. Cost $22.44 Unrealized +81.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $261 Shares 5,640 Est. Cost $46.24 Unrealized +2.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $261 Shares 3,561 Est. Cost $67.32 Unrealized 0.0%
EWC ISHARES INC 0.1%
Value ($000) $260 Shares 5,625 Est. Cost $40.35 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $259 Shares 714 Est. Cost $254.05 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $257 Shares 1,115 Est. Cost $95.49 Unrealized +128.8%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $254 Shares 1,998 Est. Cost $110.34 Unrealized
GII SPDR INDEX SHS FDS 0.1%
Value ($000) $237 Shares 3,520 Est. Cost $61.77 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $233 Shares 4,115 Est. Cost $53.89 Unrealized -1.4%
FTV FORTIVE CORP 0.1%
Value ($000) $230 Shares 4,408 Est. Cost $33.58 Unrealized +55.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $229 Shares 2,495 Est. Cost $51.60 Unrealized +65.1%
NKE NIKE INC 0.1%
Value ($000) $223 Shares 3,133 Est. Cost $59.08 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $215 Shares 1,804 Est. Cost $120.88 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $208 Shares 2,100 Est. Cost $94.04 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $206 Shares 1,055 Est. Cost $194.83 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $91 Shares 11,000 Est. Cost $4.14 Unrealized