Fund HoldingsBoltwood Capital Management

Total Portfolio Value
$322.75M
Total Bought
$15.69M
Total Sold
$15.66M
Net Transaction
+$28.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FLEXSHARES TR
IBOXX 3R TARGT
287,481398,745+111,2646,7909,4702.93%+2,680
NVIDIA CORPORATION(NVDA)5,1284,603-5252,5394,1591.29%+1,620
SCHWAB STRATEGIC TR597,580605,268+7,68822,08723,6187.32%+1,531
SPDR INDEX SHS FDS
ST STR NAT ETF
22,65540,015+17,3601,2832,3180.72%+1,035
ISHARES TR37,43549,955+12,5203,0714,0851.27%+1,014
FLEXSHARES TR
HIG YLD VL ETF
0322,422+322,422013,2554.11%+13,255
MICROSOFT CORP(MSFT)17,08217,007-756,4247,1552.22%+732
ISHARES TR23,695117,905+94,2106,5677,1622.22%+594
SPDR INDEX SHS FDS
ST STR PO EX ETF
286,085287,870+1,7859,73010,3173.20%+588
META PLATFORMS INC(META)4,7854,678-1071,6942,2720.70%+578
CATERPILLAR INC(CAT)8,4288,279-1492,4923,0340.94%+542
FLEXSHARES TR
STOXX GLOBR INF
66,09274,596+8,5043,5364,0721.26%+536
DISNEY WALT CO(DIS)16,98716,807-1801,5342,0570.64%+523
PAYPAL HLDGS INC(PYPL)06,665+6,66504460.14%+446
JPMORGAN CHASE & CO(JPM)15,87115,516-3552,7003,1080.96%+408
EXXON MOBIL CORP025,334+25,33402,9450.91%+2,945
FLEXSHARES TR
GLB QLT R/E IDX
66,81172,500+5,6893,7274,1191.28%+392
AMAZON COM INC(AMZN)13,71413,663-512,0842,4650.76%+381
SCHWAB STRATEGIC TR245,455255,775+10,3206,0856,4582.00%+373
LOWES COS INC(LOW)15,07814,620-4583,3563,7241.15%+369
AMERICAN EXPRESS CO(AXP)8,0507,960-901,5081,8120.56%+304
SALESFORCE INC(CRM)10,34910,042-3072,7233,0240.94%+301
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
06,750+6,75002960.09%+296
ISHARES TR23,70027,330+3,6301,8342,1240.66%+290
ISHARES TR
MSCI UK ETF NEW
07,700+7,70002630.08%+263
ALLSTATE CORP(ALL)8,4928,372-1201,1891,4480.45%+260
ORACLE CORP(ORCL)012,797+12,79701,6070.50%+1,607
ALPHABET INC(GOOG)22,70922,614-953,1723,4131.06%+241
SELECT SECTOR SPDR TR
ST STR ENERG ETF
024,141+24,14102,2790.71%+2,279
ISHARES TR62,78067,460+4,6803,2193,4591.07%+240
SCHWAB STRATEGIC TR22,13923,423+1,2841,6681,9070.59%+240
ELI LILLY & CO(LLY)02,303+2,30301,7920.56%+1,792
SELECT SECTOR SPDR TR
ST STR TECHN ETF
25,96325,071-8924,9975,2221.62%+224
SELECT SECTOR SPDR TR
ST STR FINL ETF
47,74547,895+1501,7952,0170.63%+222
GENERAL ELECTRIC CO(GE)01,250+1,25002190.07%+219
TARGET CORP(TGT)01,222+1,22202170.07%+217
BATH & BODY WORKS INC04,114+4,11402060.06%+206
LINDE PLC(LIN)0438+43802030.06%+203
SCHWAB STRATEGIC TR42,00444,373+2,3691,9842,1850.68%+201
KLA CORP(KLAC)02,091+2,09101,4610.45%+1,461
SPDR INDEX SHS FDS
ST PORT MARK ETF
107,568110,655+3,0873,8094,0051.24%+196
SELECT SECTOR SPDR TR
ST STR SVC ETF
20,30520,430+1251,4751,6680.52%+193
ISHARES TR
MSCI INDIA ETF
7,90011,125+3,2253865740.18%+188
SELECT SECTOR SPDR TR
ST STR INDL ETF
16,08216,003-791,8332,0160.62%+183
PROCTER AND GAMBLE CO(PG)014,936+14,93602,4230.75%+2,423
CHEVRON CORP NEW(CVX)022,738+22,73803,5871.11%+3,587
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,90120,393-5082,8503,0130.93%+162
ISHARES INC
MSCI JAPAN ETF
3,1505,100+1,9502023640.11%+162
WALMART INC(WMT)022,041+22,04101,3260.41%+1,326
ISHARES TR137,860142,025+4,16512,97013,1264.07%+156
ABBVIE INC(ABBV)07,200+7,20001,3110.41%+1,311
ISHARES TR57,81157,976+1656,2586,4081.99%+149
WELLS FARGO CO NEW(WFC)16,70016,70008229680.30%+146
BERKSHIRE HATHAWAY INC DEL02,449+2,44901,0300.32%+1,030
CHIPOTLE MEXICAN GRILL INC(CMG)0249+24907240.22%+724
ISHARES TR32,33732,257-802,4372,5760.80%+139
INTERNATIONAL BUSINESS MACHS(IBM)5,5355,430-1059051,0370.32%+132
MERCK & CO INC(MRK)05,733+5,73307560.23%+756
MASTERCARD INCORPORATED(MA)01,954+1,95409410.29%+941
TJX COS INC NEW(TJX)014,215+14,21501,4420.45%+1,442
TAPESTRY INC(TPR)12,94811,938-1,0104775670.18%+90
SCHWAB STRATEGIC TR47,63544,910-2,7252,6522,7420.85%+90
INTERCONTINENTAL EXCHANGE IN(ICE)15,28814,923-3651,9632,0510.64%+87
ADVANCED MICRO DEVICES INC(AMD)02,625+2,62504740.15%+474
SELECT SECTOR SPDR TR
ST STR MATER ETF
14,59814,365-2331,2491,3340.41%+86
MASCO CORP(MAS)5,7775,987+2103874720.15%+85
MARSH & MCLENNAN COS INC(MRSH)05,494+5,49401,1320.35%+1,132
ZIMMER BIOMET HOLDINGS INC(ZBH)05,761+5,76107600.24%+760
JACOBS SOLUTIONS INC(J)03,605+3,60505540.17%+554
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
025,300+25,30003990.12%+399
GSK PLC(GSK)010,863+10,86304660.14%+466
ISHARES TR
MSCI CHINA ETF
9,05011,000+1,9503694370.14%+68
CENCORA INC01,779+1,77904320.13%+432
VANGUARD WORLD FDS
INF TECH ETF
2,1212,086-351,0271,0940.34%+67
DANAHER CORPORATION(DHR)04,430+4,43001,1060.34%+1,106
CDW CORP(CDW)1,7221,777+553914550.14%+63
NORFOLK SOUTHN CORP(NSC)2,1452,234+895075690.18%+62
HOME DEPOT INC(HD)2,9152,790-1251,0101,0700.33%+60
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,25717,049-2081,2431,3020.40%+59
GRAINGER W W INC(GWW)0331+33103370.10%+337
CISCO SYS INC(CSCO)014,230+14,23007100.22%+710
AUTOMATIC DATA PROCESSING IN03,815+3,81509530.30%+953
FREEPORT-MCMORAN INC(FCX)10,91011,085+1754645210.16%+57
SELECT SECTOR SPDR TR
ST STR DISCR ETF
16,56616,409-1572,9623,0170.93%+55
CROWDSTRIKE HLDGS INC(CRWD)82682602112650.08%+54
JOHNSON CTLS INTL PLC
SHS
5,7365,858+1223313830.12%+52
BECTON DICKINSON & CO(BDX)8621,057+1952102620.08%+51
RTX CORPORATION(RTX)03,915+3,91503820.12%+382
VANGUARD SPECIALIZED FUNDS3,8293,82906526990.22%+47
FORTIVE CORP(FTV)04,598+4,59803960.12%+396
TRUIST FINL CORP(TFC)11,02011,515+4954074490.14%+42
ISHARES INC4,7505,250+5003113520.11%+41
COCA COLA CO(KO)28,78628,391-3951,6961,7370.54%+41
COSTCO WHSL CORP NEW(COST)801777-245295690.18%+41
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
6,4347,504+1,0702813210.10%+40
HALLIBURTON CO(HAL)09,618+9,61803790.12%+379
NUCOR CORP(NUE)01,434+1,43402840.09%+284
ANALOG DEVICES INC(ADI)3,2543,425+1716466770.21%+31
ALPHABET INC(GOOG)02,340+2,34003560.11%+356
FORTUNE BRANDS INNOVATIONS I(FBIN)3,0553,05502332590.08%+26
Page 1 of 1