$115 Million is the total value of Buttonwood Financial Group, LLC's 25 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $7,970,016 | – | 102,746 | +100.0% | 6.90% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $6,601,599 | – | 106,135 | +100.0% | 5.72% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $3,901,716 | – | 77,063 | +100.0% | 3.38% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $3,021,478 | – | 11,179 | +100.0% | 2.62% | – |
| TIP | New | ISHARES TRtips bd etf | $1,526,951 | – | 14,183 | +100.0% | 1.32% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $482,798 | – | 4,477 | +100.0% | 0.42% | – |
| EFG | New | ISHARES TReafe grwth etf | $216,908 | – | 2,270 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-26
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.