$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | New | ISHARES TRcore us aggbd et | $710,002 | – | 7,550 | +100.0% | 0.26% | – |
FLCH | New | FRANKLIN TEMPLETON ETF TRftse china | $270,022 | – | 15,800 | +100.0% | 0.10% | – |
INDA | New | ISHARES TRmsci india etf | $227,733 | – | 5,150 | +100.0% | 0.08% | – |
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.