Fund HoldingsBoltwood Capital Management

Total Portfolio Value
$269.96M
Total Bought
$12.87M
Total Sold
$18.31M
Net Transaction
-$5.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR115,109141,409+26,30013,26716,0025.93%+2,734
SELECT SECTOR SPDR TR
ST STR INDL ETF
015,928+15,92801,6150.60%+1,615
FLEXSHARES TR
HIG YLD VL ETF
273,828318,335+44,50711,07412,6574.69%+1,583
ISHARES TR122,105137,597+15,49211,38812,2194.53%+830
ISHARES TR07,550+7,55007100.26%+710
FLEXSHARES TR
MORNSTAR UPSTR
133,223141,977+8,7545,3385,7422.13%+403
SPDR SER TR
ST STR BACKE ETF
041,075+41,07508540.32%+854
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
015,800+15,80002700.10%+270
CHEVRON CORP NEW(CVX)23,10423,118+143,6353,8981.44%+263
AT&T INC(T)034,443+34,44305170.19%+517
ISHARES TR
MSCI INDIA ETF
05,150+5,15002280.08%+228
EXXON MOBIL CORP25,71725,347-3702,7582,9801.10%+222
ALPHABET INC(GOOG)23,39223,019-3732,8003,0121.12%+212
SELECT SECTOR SPDR TR
ST STR ENERG ETF
23,73823,636-1021,9272,1360.79%+210
CATERPILLAR INC(CAT)8,4888,386-1022,0882,2890.85%+201
SCHWAB STRATEGIC TR218,183232,285+14,1025,3745,5612.06%+187
ISHARES TR38,19545,060+6,8651,9692,1240.79%+155
SPDR INDEX SHS FDS
ST STR NAT ETF
18,98021,070+2,0901,0231,1740.43%+151
ISHARES TR55,22057,720+2,5002,7702,8761.07%+106
ABBVIE INC(ABBV)7,6447,524-1201,0301,1220.42%+92
ISHARES TR17,52318,530+1,0071,8231,9060.71%+83
BLACKSTONE INC(BX)6,1736,113-605746550.24%+81
CISCO SYS INC(CSCO)011,515+11,51506190.23%+619
AUTOMATIC DATA PROCESSING IN3,9003,865-358579300.34%+73
CME GROUP INC(CME)4,5854,58508509180.34%+68
TRUIST FINL CORP(TFC)010,500+10,50003000.11%+300
INTERNATIONAL BUSINESS MACHS(IBM)5,1205,350+2306857510.28%+65
ISHARES TR23,87525,950+2,0751,3601,4230.53%+63
HALLIBURTON CO(HAL)09,393+9,39303800.14%+380
COMCAST CORP NEW(CCZ)15,99916,239+2406657200.27%+55
ISHARES INC
MSCI TAIWAN ETF
05,625+5,62502510.09%+251
SELECT SECTOR SPDR TR
ST STR SVC ETF
19,45420,050+5961,2661,3150.49%+49
FLEXSHARES TR
ULTR SHO INC FD
53,41553,890+4754,0044,0481.50%+44
JACOBS SOLUTIONS INC(J)03,650+3,65004980.18%+498
ELI LILLY & CO(LLY)3,2362,903-3331,5181,5590.58%+42
CDW CORP(CDW)01,632+1,63203290.12%+329
TJX COS INC NEW(TJX)14,86014,540-3201,2601,2920.48%+32
SCHWAB STRATEGIC TR17,80119,069+1,2681,2641,2910.48%+26
VANGUARD WORLD FDS
ENERGY ETF
01,800+1,80002280.08%+228
INTEL CORP(INTC)012,675+12,67504510.17%+451
DANAHER CORPORATION(DHR)4,5854,525-601,1001,1230.42%+22
ALPHABET INC(GOOG)02,315+2,31503050.11%+305
FLEXSHARES TR
GLB QLT R/E IDX
58,73864,056+5,3183,1153,1341.16%+18
SELECT SECTOR SPDR TR
ST STR FINL ETF
44,33745,590+1,2531,4951,5120.56%+18
ADOBE INC(ADBE)1,9301,885-459449610.36%+17
NIKE INC(NKE)02,612+2,61202500.09%+250
ANALOG DEVICES INC(ADI)02,988+2,98805230.19%+523
WALMART INC(WMT)7,4727,432-401,1741,1890.44%+14
MASCO CORP(MAS)05,232+5,23202800.10%+280
SCHWAB STRATEGIC TR34,22436,494+2,2701,4991,5120.56%+13
GSK PLC(GSK)09,788+9,78803550.13%+355
CVS HEALTH CORP(CVS)13,11213,122+109069160.34%+10
TESLA INC(TSLA)01,625+1,62504070.15%+407
ALLSTATE CORP(ALL)8,9628,837-1259779850.36%+7
BERKSHIRE HATHAWAY INC DEL2,9592,899-601,0091,0160.38%+7
COSTCO WHSL CORP NEW(COST)0787+78704450.16%+445
VANGUARD WORLD FDS
FINANCIALS ETF
02,537+2,53702040.08%+204
META PLATFORMS INC(META)5,2265,001-2251,5001,5010.56%+2
LLOYDS BANKING GROUP PLC(LYG)010,228+10,2280220.01%+22
ISHARES TR17,05017,609+5598628570.32%-6
LINDE PLC(LIN)0601+60102240.08%+224
MARSH & MCLENNAN COS INC(MRSH)5,6895,582-1071,0701,0620.39%-8
UNION PAC CORP(UNP)01,248+1,24802540.09%+254
ISHARES TR02,200+2,20002260.08%+226
NUCOR CORP(NUE)01,434+1,43402240.08%+224
3M CO(MMM)02,597+2,59702430.09%+243
FREEPORT-MCMORAN INC(FCX)010,020+10,02003740.14%+374
SPDR INDEX SHS FDS
ST PORT MARK ETF
107,570109,745+2,1753,6983,6841.36%-14
PRICE T ROWE GROUP INC(TROW)01,981+1,98102080.08%+208
US BANCORP DEL(USB)07,850+7,85002600.10%+260
FORTIVE CORP(FTV)04,860+4,86003600.13%+360
VANGUARD WORLD FDS
CONSUM DIS ETF
0831+83102240.08%+224
MASTERCARD INCORPORATED(MA)2,0702,008-628147950.29%-19
BRISTOL-MYERS SQUIBB CO(BMY)03,513+3,51302040.08%+204
BANK MONTREAL QUE04,000+4,00003370.13%+337
CENCORA INC01,715+1,71503090.11%+309
ISHARES TR03,600+3,60002370.09%+237
BLACKROCK INC(BLK)0726+72604690.17%+469
VANGUARD SPECIALIZED FUNDS3,8293,82906225950.22%-27
PALO ALTO NETWORKS INC(PANW)01,661+1,66103890.14%+389
ADVANCED MICRO DEVICES INC(AMD)03,325+3,32503420.13%+342
VANGUARD WORLD FDS
COMM SRVC ETF
02,531+2,53102660.10%+266
WELLS FARGO CO NEW(WFC)16,70016,70007136820.25%-30
GRAINGER W W INC(GWW)0336+33602320.09%+232
SCHWAB CHARLES CORP(SCHW)07,967+7,96704370.16%+437
UNITED PARCEL SERVICE INC(UPS)01,575+1,57502450.09%+245
FLEXSHARES TR
STOXX GLOBR INF
59,29463,369+4,0753,1053,0691.14%-36
STARBUCKS CORP(SBUX)02,976+2,97602720.10%+272
BIOGEN INC(BIIB)01,257+1,25703230.12%+323
ISHARES TR012,243+12,24304650.17%+465
JOHNSON CTLS INTL PLC
SHS
04,936+4,93602630.10%+263
HONEYWELL INTL INC(HON)2,7792,882+1035775320.20%-44
MOODYS CORP(MCO)0975+97503080.11%+308
VANGUARD INDEX FDS05,425+5,42504100.15%+410
AMAZON COM INC(AMZN)13,66013,639-211,7811,7340.64%-47
NORFOLK SOUTHN CORP(NSC)02,100+2,10004140.15%+414
PROLOGIS INC.(PLD)4,8754,87505985470.20%-51
MONDELEZ INTL INC(MDLZ)13,23413,134-1009659120.34%-54
HOME DEPOT INC(HD)3,1052,980-1259659000.33%-64
JOHNSON & JOHNSON(JNJ)3,7103,530-1806145500.20%-64
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