$135 Million is the total value of Buttonwood Financial Group, LLC's 19 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGU | New | ISHARES TResg awr msci usa | $43,755,000 | – | 431,764 | +100.0% | 32.52% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $41,063,000 | – | 772,796 | +100.0% | 30.52% | – |
| EFV | New | ISHARES TReafe value etf | $19,282,000 | – | 383,639 | +100.0% | 14.33% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $6,192,000 | – | 154,483 | +100.0% | 4.60% | – |
| USMV | New | ISHARES TRmsci usa min vol | $4,340,000 | – | 56,168 | +100.0% | 3.23% | – |
| IYE | New | ISHARES TRu.s. energy etf | $4,121,000 | – | 100,879 | +100.0% | 3.06% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $2,616,000 | – | 69,155 | +100.0% | 1.94% | – |
| FALN | New | ISHARES TRfaln angls usd | $2,199,000 | – | 79,227 | +100.0% | 1.63% | – |
| TIP | New | ISHARES TRtips bd etf | $2,007,000 | – | 16,273 | +100.0% | 1.49% | – |
| IUSB | New | ISHARES TRcore total usd | $1,641,000 | – | 33,208 | +100.0% | 1.22% | – |
| ICVT | New | ISHARES TRconv bd etf | $1,511,000 | – | 18,213 | +100.0% | 1.12% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $1,390,000 | – | 10,491 | +100.0% | 1.03% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,176,000 | – | 19,257 | +100.0% | 0.87% | – |
| AOA | New | ISHARES TRaggres alloc etf | $980,000 | – | 14,245 | +100.0% | 0.73% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $697,000 | – | 25,013 | +100.0% | 0.52% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $485,000 | – | 8,966 | +100.0% | 0.36% | – |
| EUSB | New | ISHARES TResg adv ttl usd | $456,000 | – | 9,831 | +100.0% | 0.34% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $324,000 | – | 1,999 | +100.0% | 0.24% | – |
| USXF | New | ISHARES TResg msci usa etf | $317,000 | – | 8,890 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q4 2023 | 35.1% |
| ISHARES TR | 8 | Q4 2023 | 32.5% |
| ISHARES TR | 8 | Q4 2023 | 14.3% |
| ISHARES TR | 8 | Q4 2023 | 6.2% |
| SPDR SER TR | 8 | Q4 2023 | 5.7% |
| ISHARES TR | 8 | Q4 2023 | 4.9% |
| ISHARES TR | 8 | Q4 2023 | 1.4% |
| ISHARES TR | 8 | Q4 2023 | 0.5% |
| ISHARES TR | 7 | Q4 2023 | 3.0% |
| ISHARES TR | 7 | Q4 2023 | 1.6% |
View Buttonwood Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-18 |
View Buttonwood Financial Group, LLC'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.