$137 Million is the total value of Buttonwood Financial Group, LLC's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MUB | New | ISHARES TRnational mun etf | $8,895,864 | – | 88,104 | +100.0% | 6.49% | – |
TFI | New | SPDR SER TRnuveen blmbrg mu | $8,288,937 | – | 192,542 | +100.0% | 6.05% | – |
MGC | New | VANGUARD WORLD FDmega cap index | $5,985,873 | – | 40,155 | +100.0% | 4.37% | – |
IXC | New | ISHARES TRglobal energ etf | $3,524,700 | – | 87,245 | +100.0% | 2.57% | – |
XCEM | New | COLUMBIA ETF TR IIem core ex etf | $1,698,160 | – | 64,057 | +100.0% | 1.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
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.