$270 Million is the total value of Boltwood Capital Management's 155 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 6.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $19,279,160 | -2.7% | 567,702 | +2.1% | 7.14% | -0.1% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $16,001,842 | +20.6% | 141,409 | +22.8% | 5.93% | +23.9% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $12,657,000 | +14.3% | 318,335 | +16.3% | 4.69% | +17.4% |
| MBB | Buy | ISHARES TRmbs etf | $12,218,614 | +7.3% | 137,597 | +12.7% | 4.53% | +10.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $9,088,411 | -3.5% | 293,080 | +1.3% | 3.37% | -0.9% |
| MBSD | Sell | FLEXSHARES TRdiscp dur mbs | $7,392,989 | -10.7% | 374,708 | -7.7% | 2.74% | -8.2% |
| AAPL | Sell | APPLE INC | $6,190,404 | -11.8% | 36,157 | -0.0% | 2.29% | -9.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,886,904 | -3.8% | 23,609 | +0.9% | 2.18% | -1.1% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $5,741,550 | +7.6% | 141,977 | +6.6% | 2.13% | +10.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,560,892 | +3.5% | 232,285 | +6.5% | 2.06% | +6.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,433,031 | -4.4% | 57,596 | +1.0% | 2.01% | -1.8% |
| MSFT | Sell | MICROSOFT CORP | $5,403,114 | -8.1% | 17,112 | -0.9% | 2.00% | -5.7% |
| SKOR | Sell | FLEXSHARES TRcr scd us bd | $4,990,521 | -2.4% | 108,466 | -0.6% | 1.85% | +0.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,319,883 | -7.3% | 26,352 | -1.7% | 1.60% | -4.8% |
| RAVI | Buy | FLEXSHARES TRflexshares ultra | $4,047,678 | +1.1% | 53,890 | +0.9% | 1.50% | +3.8% |
| CVX | Buy | CHEVRON CORP NEW | $3,898,157 | +7.2% | 23,118 | +0.1% | 1.44% | +10.1% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $3,773,966 | -6.6% | 41,205 | -1.4% | 1.40% | -4.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $3,684,140 | -0.4% | 109,745 | +2.0% | 1.36% | +2.3% |
| LOW | Sell | LOWES COS INC | $3,231,081 | -9.8% | 15,546 | -2.0% | 1.20% | -7.4% |
| GQRE | Buy | FLEXSHARES TRglb qlt r/e idx | $3,133,857 | +0.6% | 64,056 | +9.1% | 1.16% | +3.4% |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $3,069,107 | -1.2% | 63,369 | +6.9% | 1.14% | +1.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,012,266 | +7.6% | 23,019 | -1.6% | 1.12% | +10.5% |
| XOM | Sell | EXXON MOBIL CORP | $2,980,300 | +8.1% | 25,347 | -1.4% | 1.10% | +11.0% |
| IGSB | Buy | ISHARES TR | $2,876,188 | +3.8% | 57,720 | +4.5% | 1.06% | +6.6% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $2,771,946 | -13.5% | 35,515 | -0.8% | 1.03% | -11.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,682,906 | -4.6% | 20,840 | -1.7% | 0.99% | -2.0% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,633,650 | -22.1% | 29,695 | -9.6% | 0.98% | -19.9% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,620,105 | -5.8% | 16,276 | -0.6% | 0.97% | -3.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,462,939 | -10.3% | 49,407 | -7.0% | 0.91% | -7.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,339,028 | -3.5% | 16,129 | -3.2% | 0.87% | -0.9% |
| NVDA | Sell | NVIDIA CORPORATION | $2,331,546 | -10.7% | 5,360 | -13.2% | 0.86% | -8.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,309,110 | -7.3% | 15,831 | -3.6% | 0.86% | -4.8% |
| CAT | Sell | CATERPILLAR INC | $2,289,378 | +9.6% | 8,386 | -1.2% | 0.85% | +12.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,206,983 | -4.8% | 32,022 | +0.1% | 0.82% | -2.2% |
| ABT | Sell | ABBOTT LABS | $2,209,591 | -12.8% | 22,815 | -1.8% | 0.82% | -10.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,136,458 | +10.9% | 23,636 | -0.4% | 0.79% | +13.8% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $2,124,128 | +7.9% | 45,060 | +18.0% | 0.79% | +10.8% |
| PFE | Sell | PFIZER INC | $2,117,019 | -9.8% | 63,823 | -0.3% | 0.78% | -7.4% |
| CRM | Sell | SALESFORCE INC | $2,103,031 | -5.5% | 10,371 | -1.5% | 0.78% | -2.9% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,028,584 | -8.4% | 39,109 | -3.9% | 0.75% | -6.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,905,996 | +4.5% | 18,530 | +5.7% | 0.71% | +7.5% |
| AMZN | Sell | AMAZON COM INC | $1,733,790 | -2.6% | 13,639 | -0.2% | 0.64% | 0.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $1,712,901 | -6.1% | 15,569 | -3.5% | 0.64% | -3.5% |
| KO | Sell | COCA COLA CO | $1,632,041 | -9.0% | 29,154 | -2.1% | 0.60% | -6.3% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $1,614,754 | -7.5% | 15,928 | -2.1% | 0.60% | -5.1% |
| LLY | Sell | ELI LILLY & CO | $1,559,288 | +2.7% | 2,903 | -10.3% | 0.58% | +5.7% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,511,581 | +0.8% | 36,494 | +6.6% | 0.56% | +3.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,512,213 | +1.2% | 45,590 | +2.8% | 0.56% | +3.9% |
| FB | Sell | META PLATFORMS INCcl a | $1,501,350 | +0.1% | 5,001 | -4.3% | 0.56% | +2.8% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $1,423,098 | +4.7% | 25,950 | +8.7% | 0.53% | +7.6% |
| DIS | Buy | DISNEY WALT CO | $1,376,229 | -7.5% | 16,980 | +1.9% | 0.51% | -5.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,314,679 | +3.8% | 20,050 | +3.1% | 0.49% | +6.6% |
| ORCL | Buy | ORACLE CORP | $1,305,146 | -9.5% | 12,322 | +1.7% | 0.48% | -7.1% |
| TJX | Sell | TJX COS INC NEW | $1,292,315 | +2.6% | 14,540 | -2.2% | 0.48% | +5.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,290,590 | +2.1% | 19,069 | +7.1% | 0.48% | +4.8% |
| KLAC | Sell | KLA CORP | $1,235,171 | -10.1% | 2,693 | -4.9% | 0.46% | -7.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,228,580 | -15.3% | 8,235 | -1.1% | 0.46% | -13.0% |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $1,199,851 | -30.1% | 51,740 | -29.1% | 0.44% | -28.3% |
| WMT | Sell | WALMART INC | $1,188,600 | +1.2% | 7,432 | -0.5% | 0.44% | +3.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,175,939 | -5.8% | 17,090 | +1.6% | 0.44% | -3.1% |
| GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $1,174,020 | +14.7% | 21,070 | +11.0% | 0.44% | +17.9% |
| DHR | Sell | DANAHER CORPORATION | $1,122,653 | +2.0% | 4,525 | -1.3% | 0.42% | +4.8% |
| ABBV | Sell | ABBVIE INC | $1,121,527 | +8.9% | 7,524 | -1.6% | 0.42% | +11.9% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,114,491 | -6.0% | 14,188 | -0.8% | 0.41% | -3.5% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $1,104,838 | -32.6% | 42,250 | -22.9% | 0.41% | -30.8% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $1,062,255 | -0.7% | 5,582 | -1.9% | 0.39% | +1.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,015,520 | +0.6% | 2,899 | -2.0% | 0.38% | +3.3% |
| ALL | Sell | ALLSTATE CORP | $984,530 | +0.7% | 8,837 | -1.4% | 0.36% | +3.7% |
| ADBE | Sell | ADOBE INC | $961,162 | +1.8% | 1,885 | -2.3% | 0.36% | +4.7% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $944,312 | -11.8% | 2,276 | -6.0% | 0.35% | -9.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $929,842 | +8.5% | 3,865 | -0.9% | 0.34% | +11.3% |
| CME | CME GROUP INC | $918,009 | +8.1% | 4,585 | 0.0% | 0.34% | +11.1% | |
| CVS | Buy | CVS HEALTH CORP | $916,178 | +1.1% | 13,122 | +0.1% | 0.34% | +3.7% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $911,500 | -5.6% | 13,134 | -0.8% | 0.34% | -2.9% |
| PEP | Sell | PEPSICO INC | $910,062 | -21.0% | 5,371 | -13.6% | 0.34% | -18.8% |
| HD | Sell | HOME DEPOT INC | $900,437 | -6.6% | 2,980 | -4.0% | 0.33% | -4.0% |
| IGIB | Buy | ISHARES TR | $856,678 | -0.6% | 17,609 | +3.3% | 0.32% | +1.9% |
| SPMB | Buy | SPDR SER TRport mtg bk etf | $854,360 | +73.6% | 41,075 | +82.8% | 0.32% | +78.5% |
| ICSH | Sell | ISHARES TRblackrock ultra | $811,118 | -11.9% | 16,100 | -12.0% | 0.30% | -9.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $802,910 | -8.5% | 3,780 | -5.1% | 0.30% | -6.3% |
| DLTR | Sell | DOLLAR TREE INC | $796,672 | -28.2% | 7,484 | -3.2% | 0.30% | -26.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $794,987 | -2.4% | 2,008 | -3.0% | 0.29% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $750,605 | +9.6% | 5,350 | +4.5% | 0.28% | +12.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $744,458 | -14.1% | 12,633 | -4.6% | 0.28% | -11.5% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $731,800 | -12.4% | 21,479 | -3.1% | 0.27% | -10.0% |
| BA | Sell | BOEING CO | $724,359 | -10.6% | 3,779 | -1.6% | 0.27% | -8.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $720,037 | +8.3% | 16,239 | +1.5% | 0.27% | +11.2% |
| AGG | New | ISHARES TRcore us aggbd et | $710,002 | – | 7,550 | +100.0% | 0.26% | – |
| WFC | WELLS FARGO CO NEW | $682,362 | -4.3% | 16,700 | 0.0% | 0.25% | -1.6% | |
| BX | Sell | BLACKSTONE INC | $654,947 | +14.1% | 6,113 | -1.0% | 0.24% | +17.4% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $638,644 | -24.3% | 5,691 | -1.7% | 0.24% | -22.0% |
| CSCO | Buy | CISCO SYS INC | $619,046 | +14.3% | 11,515 | +10.0% | 0.23% | +17.4% |
| MRK | Sell | MERCK & CO INC | $613,376 | -12.6% | 5,958 | -2.1% | 0.23% | -10.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $609,323 | -32.1% | 15,540 | -29.5% | 0.23% | -30.2% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $594,950 | -4.3% | 3,829 | 0.0% | 0.22% | -1.8% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $577,026 | -11.3% | 315 | +3.6% | 0.21% | -8.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $549,798 | -10.5% | 3,530 | -4.9% | 0.20% | -7.7% |
| PLD | PROLOGIS INC. | $547,024 | -8.5% | 4,875 | 0.0% | 0.20% | -6.0% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $543,507 | -22.7% | 3,305 | -8.8% | 0.20% | -20.6% |
| HON | Buy | HONEYWELL INTL INC | $532,421 | -7.7% | 2,882 | +3.7% | 0.20% | -5.3% |
| ADI | Buy | ANALOG DEVICES INC | $523,169 | +2.9% | 2,988 | +14.4% | 0.19% | +6.0% |
| T | Buy | AT&T INC | $517,328 | +90.6% | 34,443 | +102.4% | 0.19% | +95.9% |
| Sell | JACOBS SOLUTIONS INC | $498,225 | +9.3% | 3,650 | -4.8% | 0.18% | +12.8% | |
| BLK | Buy | BLACKROCK INC | $469,352 | -5.4% | 726 | +1.1% | 0.17% | -2.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $464,622 | -7.8% | 12,243 | -3.8% | 0.17% | -5.5% |
| MCD | Sell | MCDONALDS CORP | $454,697 | -14.7% | 1,726 | -3.4% | 0.17% | -12.5% |
| INTC | Sell | INTEL CORP | $450,596 | +5.5% | 12,675 | -0.8% | 0.17% | +8.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $444,624 | +0.8% | 787 | -3.9% | 0.16% | +3.8% |
| SCHW | Sell | SCHWAB CHARLES CORP | $437,388 | -7.3% | 7,967 | -4.3% | 0.16% | -4.7% |
| NEE | Sell | NEXTERA ENERGY INC | $436,550 | -25.0% | 7,620 | -2.8% | 0.16% | -22.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $413,553 | -10.3% | 2,100 | +3.2% | 0.15% | -7.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $410,456 | -9.9% | 5,425 | -0.5% | 0.15% | -7.3% |
| TSLA | Buy | TESLA INC | $406,608 | +1.9% | 1,625 | +6.6% | 0.15% | +4.9% |
| TPR | Sell | TAPESTRY INC | $396,836 | -34.6% | 13,803 | -2.6% | 0.15% | -32.9% |
| PANW | Buy | PALO ALTO NETWORKS INC | $389,405 | -6.6% | 1,661 | +1.8% | 0.14% | -4.0% |
| HAL | Sell | HALLIBURTON CO | $380,417 | +18.1% | 9,393 | -3.8% | 0.14% | +21.6% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $378,721 | -30.6% | 2,620 | -5.8% | 0.14% | -28.9% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $373,646 | -3.6% | 10,020 | +3.5% | 0.14% | -1.4% |
| FTV | Sell | FORTIVE CORP | $360,418 | -4.2% | 4,860 | -3.4% | 0.13% | -1.5% |
| Buy | GSK PLCsponsored adr | $354,815 | +3.6% | 9,788 | +1.8% | 0.13% | +5.6% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $341,877 | -7.7% | 3,325 | +2.3% | 0.13% | -4.5% |
| BMO | BANK MONTREAL QUE | $337,480 | -6.6% | 4,000 | 0.0% | 0.12% | -3.8% | |
| CDW | Buy | CDW CORP | $329,272 | +13.2% | 1,632 | +3.0% | 0.12% | +16.2% |
| BIIB | Sell | BIOGEN INC | $323,062 | -10.6% | 1,257 | -0.9% | 0.12% | -7.7% |
| D | Sell | DOMINION ENERGY INC | $314,700 | -24.4% | 7,045 | -12.3% | 0.12% | -22.0% |
| MCO | Sell | MOODYS CORP | $308,266 | -12.7% | 975 | -3.9% | 0.11% | -10.2% |
| ABC | Sell | CENCORA INC | $308,649 | -7.7% | 1,715 | -1.3% | 0.11% | -5.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $305,233 | +6.5% | 2,315 | -2.3% | 0.11% | +9.7% |
| TFC | Buy | TRUIST FINL CORP | $300,405 | +28.9% | 10,500 | +36.7% | 0.11% | +32.1% |
| RTX | Buy | RTX CORPORATION | $289,319 | -26.1% | 4,020 | +0.6% | 0.11% | -24.1% |
| MAS | Buy | MASCO CORP | $279,650 | +4.9% | 5,232 | +12.6% | 0.10% | +8.3% |
| SBUX | Sell | STARBUCKS CORP | $271,620 | -12.3% | 2,976 | -4.8% | 0.10% | -9.8% |
| FLCH | New | FRANKLIN TEMPLETON ETF TRftse china | $270,022 | – | 15,800 | +100.0% | 0.10% | – |
| VOX | Sell | VANGUARD WORLD FDS | $266,236 | -10.1% | 2,531 | -9.2% | 0.10% | -7.5% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $262,645 | -13.7% | 4,936 | +10.5% | 0.10% | -11.8% |
| USB | Sell | US BANCORP DEL | $259,521 | -5.4% | 7,850 | -5.4% | 0.10% | -3.0% |
| UNP | Sell | UNION PAC CORP | $254,130 | -3.2% | 1,248 | -2.7% | 0.09% | -1.1% |
| NKE | Buy | NIKE INCcl b | $249,759 | +7.1% | 2,612 | +23.6% | 0.09% | +10.7% |
| EWT | Buy | ISHARES INCmsci taiwan etf | $250,594 | +24.7% | 5,625 | +31.6% | 0.09% | +29.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $245,495 | -12.5% | 1,575 | +0.6% | 0.09% | -9.9% |
| MMM | Buy | 3M CO | $243,131 | -4.6% | 2,597 | +2.0% | 0.09% | -2.2% |
| REZ | ISHARES TRresidential mult | $237,420 | -10.0% | 3,600 | 0.0% | 0.09% | -7.4% | |
| GWW | GRAINGER W W INC | $232,458 | -12.3% | 336 | 0.0% | 0.09% | -10.4% | |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $228,132 | +12.2% | 1,800 | -0.1% | 0.08% | +16.4% |
| MUB | ISHARES TRnational mun etf | $225,588 | -3.9% | 2,200 | 0.0% | 0.08% | -1.2% | |
| INDA | New | ISHARES TRmsci india etf | $227,733 | – | 5,150 | +100.0% | 0.08% | – |
| Sell | LINDE PLC | $223,782 | -3.1% | 601 | -0.8% | 0.08% | 0.0% | |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $223,846 | -6.9% | 831 | -2.1% | 0.08% | -4.6% |
| NUE | NUCOR CORP | $224,206 | -4.7% | 1,434 | 0.0% | 0.08% | -2.4% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $220,939 | -33.7% | 6,817 | -24.0% | 0.08% | -31.7% |
| TROW | PRICE T ROWE GROUP INC | $207,747 | -6.4% | 1,981 | 0.0% | 0.08% | -3.8% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $203,869 | -9.9% | 3,513 | -0.7% | 0.08% | -7.3% |
| MCHI | Sell | ISHARES TRmsci china etf | $203,463 | -45.9% | 4,700 | -44.0% | 0.08% | -44.9% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $203,772 | +0.9% | 2,537 | +2.1% | 0.08% | +2.7% |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $21,786 | -3.2% | 10,228 | 0.0% | 0.01% | 0.0% | |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -682 | -100.0% | -0.07% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,400 | -100.0% | -0.08% | – |
| FBHS | Exit | FORTUNE BRANDS INNOVATIONS I | $0 | – | -3,055 | -100.0% | -0.08% | – |
| LKOR | Exit | FLEXSHARES TRcr scored long | $0 | – | -5,575 | -100.0% | -0.09% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -7,058 | -100.0% | -0.12% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -5,444 | -100.0% | -0.16% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -18,575 | -100.0% | -0.19% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -16,540 | -100.0% | -0.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PFIZER INC | 43 | Q4 2023 | 10.0% |
| CHEVRON CORP NEW | 43 | Q4 2023 | 3.9% |
| PROCTER & GAMBLE CO | 43 | Q4 2023 | 6.0% |
| ISHARES TR | 43 | Q4 2023 | 3.0% |
| ISHARES TR | 43 | Q4 2023 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 43 | Q4 2023 | 5.3% |
| WELLS FARGO CO NEW | 43 | Q4 2023 | 5.2% |
| MICROSOFT CORP | 43 | Q4 2023 | 2.4% |
| EXXON MOBIL CORP | 43 | Q4 2023 | 3.3% |
| LOWES COS INC | 43 | Q4 2023 | 2.4% |
View Boltwood Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-10 |
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.