$168 Million is the total value of Boltwood Capital Management's 130 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHW | Exit | Charles Schwab | $0 | – | -4,266 | -100.0% | -0.14% | – |
| TIP | Exit | iShares Barclays TIPS | $0 | – | -3,782 | -100.0% | -0.28% | – |
| IGSB | Exit | iShares Barclays 1-3Yr Credit | $0 | – | -7,120 | -100.0% | -0.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PFIZER INC | 45 | Q2 2024 | 10.0% |
| CHEVRON CORP NEW | 45 | Q2 2024 | 3.9% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 6.0% |
| ISHARES TR | 45 | Q2 2024 | 3.0% |
| ISHARES TR | 45 | Q2 2024 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 5.3% |
| WELLS FARGO CO NEW | 45 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 45 | Q2 2024 | 2.4% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 3.3% |
| LOWES COS INC | 45 | Q2 2024 | 2.4% |
View Boltwood Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-09-03 |
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-08 |
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-06 |
| 13F-HR | 2022-10-04 |
View Boltwood Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.