Fund HoldingsBoltwood Capital Management

Total Portfolio Value
$301.93M
Total Bought
$35.31M
Total Sold
$16.69M
Net Transaction
+$18.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FLEXSHARES TR
IBOXX 3R TARGT
0287,481+287,48106,7902.25%+6,790
ISHARES TR037,435+37,43503,0711.02%+3,071
SCHWAB STRATEGIC TR0597,580+597,580022,0877.32%+22,087
ISHARES TR023,700+23,70001,8340.61%+1,834
FLEXSHARES TR
DISCP DUR MBS
0444,918+444,91809,1483.03%+9,148
SPDR SER TR
ST LONG BD ETF
054,775+54,77501,3030.43%+1,303
SPDR SER TR
ST STR BACKE ETF
41,07585,725+44,6508541,8920.63%+1,038
MICROSOFT CORP(MSFT)017,082+17,08206,4242.13%+6,424
APPLE INC(AAPL)037,178+37,17807,1582.37%+7,158
ISHARES TR057,811+57,81106,2582.07%+6,258
ISHARES TR137,597137,860+26312,21912,9704.30%+751
SPDR SER TR
ST LON TREAS ETF
062,850+62,85001,8240.60%+1,824
FLEXSHARES TR
MORNSTAR UPSTR
141,977157,082+15,1055,7426,4332.13%+691
ISHARES TR023,695+23,69506,5672.18%+6,567
SELECT SECTOR SPDR TR
ST STR TECHN ETF
025,963+25,96304,9971.66%+4,997
ISHARES TR046,175+46,17504,4511.47%+4,451
SPDR INDEX SHS FDS
ST STR PO EX ETF
0286,085+286,08509,7303.22%+9,730
SALESFORCE INC(CRM)010,349+10,34902,7230.90%+2,723
FLEXSHARES TR
GLB QLT R/E IDX
64,05666,811+2,7553,1343,7271.23%+593
SPDR SER TR
ST INTER ETF
018,825+18,82505380.18%+538
SCHWAB STRATEGIC TR232,285245,455+13,1705,5616,0852.02%+524
SCHWAB STRATEGIC TR36,49442,004+5,5101,5121,9840.66%+473
FLEXSHARES TR
STOXX GLOBR INF
63,36966,092+2,7233,0693,5361.17%+467
MICROCHIP TECHNOLOGY INC.(MCHP)035,555+35,55503,2061.06%+3,206
SCHWAB STRATEGIC TR19,06922,139+3,0701,2911,6680.55%+377
JPMORGAN CHASE & CO(JPM)015,871+15,87102,7000.89%+2,700
AMAZON COM INC(AMZN)13,63913,714+751,7342,0840.69%+350
ISHARES TR57,72062,780+5,0602,8763,2191.07%+343
SELECT SECTOR SPDR TR
ST STR DISCR ETF
016,566+16,56602,9620.98%+2,962
ISHARES INC04,750+4,75003110.10%+311
ABBOTT LABS022,650+22,65002,4930.83%+2,493
SELECT SECTOR SPDR TR
ST STR FINL ETF
45,59047,745+2,1551,5121,7950.59%+283
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
06,434+6,43402810.09%+281
AMERICAN EXPRESS CO(AXP)08,050+8,05001,5080.50%+1,508
BOEING CO(BA)03,810+3,81009930.33%+993
DOLLAR TREE INC(DLTR)07,454+7,45401,0590.35%+1,059
INTERCONTINENTAL EXCHANGE IN(ICE)015,288+15,28801,9630.65%+1,963
FORTUNE BRANDS INNOVATIONS I(FBIN)03,055+3,05502330.08%+233
ISHARES TR032,337+32,33702,4370.81%+2,437
SELECT SECTOR SPDR TR
ST STR INDL ETF
15,92816,082+1541,6151,8330.61%+218
CROWDSTRIKE HLDGS INC(CRWD)0826+82602110.07%+211
BECTON DICKINSON & CO(BDX)0862+86202100.07%+210
PINTEREST INC(PINS)05,631+5,63102090.07%+209
NVIDIA CORPORATION(NVDA)05,128+5,12802,5390.84%+2,539
ACCENTURE PLC IRELAND
SHS CLASS A
0588+58802060.07%+206
VANGUARD WORLD FDS
MATERIALS ETF
01,086+1,08602060.07%+206
ALLSTATE CORP(ALL)8,8378,492-3459851,1890.39%+204
CATERPILLAR INC(CAT)8,3868,428+422,2892,4920.83%+203
ISHARES INC
MSCI JAPAN ETF
03,150+3,15002020.07%+202
ISHARES TR04,270+4,27002010.07%+201
META PLATFORMS INC(META)5,0014,785-2161,5011,6940.56%+192
BLACKROCK INC(BLK)726815+894696620.22%+192
SCHWAB STRATEGIC TR047,635+47,63502,6520.88%+2,652
ADOBE INC(ADBE)1,8851,915+309611,1420.38%+181
SELECT SECTOR SPDR TR
ST STR CARE ETF
020,901+20,90102,8500.94%+2,850
ISHARES TR
MSCI CHINA ETF
09,050+9,05003690.12%+369
SELECT SECTOR SPDR TR
ST STR SVC ETF
20,05020,305+2551,3151,4750.49%+161
ALPHABET INC(GOOG)23,01922,709-3103,0123,1721.05%+160
ISHARES TR
MSCI INDIA ETF
5,1507,900+2,7502283860.13%+158
DISNEY WALT CO(DIS)016,987+16,98701,5340.51%+1,534
INTERNATIONAL BUSINESS MACHS(IBM)5,3505,535+1857519050.30%+155
INTEL CORP(INTC)12,67511,975-7004516020.20%+151
BLACKSTONE INC(BX)6,1136,138+256558040.27%+149
ISHARES TR17,60919,275+1,6668571,0020.33%+146
WELLS FARGO CO NEW(WFC)16,70016,70006828220.27%+140
SELECT SECTOR SPDR TR
ST STR MATER ETF
014,598+14,59801,2490.41%+1,249
AMERICAN TOWER CORP NEW(AMT)03,139+3,13906780.22%+678
SCHWAB CHARLES CORP(SCHW)7,9678,307+3404375720.19%+134
ISHARES INC
MSCI TAIWAN ETF
5,6258,200+2,5752513770.13%+127
SPDR INDEX SHS FDS
ST PORT MARK ETF
109,745107,568-2,1773,6843,8091.26%+125
LOWES COS INC(LOW)015,078+15,07803,3561.11%+3,356
ANALOG DEVICES INC(ADI)2,9883,254+2665236460.21%+123
PALO ALTO NETWORKS INC(PANW)1,6611,696+353895000.17%+111
HOME DEPOT INC(HD)2,9802,915-659001,0100.33%+110
SPDR INDEX SHS FDS
ST STR NAT ETF
21,07022,655+1,5851,1741,2830.43%+109
MASCO CORP(MAS)5,2325,777+5452803870.13%+107
TRUIST FINL CORP(TFC)10,50011,020+5203004070.13%+106
PROLOGIS INC.(PLD)4,8754,87505476500.22%+103
AT&T INC(T)34,44336,853+2,4105176180.20%+101
HONEYWELL INTL INC(HON)2,8823,009+1275326310.21%+99
NORFOLK SOUTHN CORP(NSC)2,1002,145+454145070.17%+93
FREEPORT-MCMORAN INC(FCX)10,02010,910+8903744640.15%+91
SELECT SECTOR SPDR TR
ST STR REAL ETF
020,498+20,49808210.27%+821
VANGUARD INDEX FDS03,752+3,75208900.29%+890
COSTCO WHSL CORP NEW(COST)787801+144455290.18%+84
VANGUARD WORLD FDS
INF TECH ETF
02,121+2,12101,0270.34%+1,027
SELECT SECTOR SPDR TR
ST STR UTIL ETF
013,029+13,02908250.27%+825
FLEXSHARES TR
ULTR SHO INC FD
53,89055,015+1,1254,0484,1281.37%+80
TAPESTRY INC(TPR)012,948+12,94804770.16%+477
VANGUARD INTL EQUITY INDEX F037,509+37,50902,1060.70%+2,106
ISHARES TR
ULTRA SHORT DUR
017,600+17,60008860.29%+886
US BANCORP DEL(USB)7,8507,600-2502603290.11%+69
VANGUARD INDEX FDS5,4255,42504104790.16%+69
JOHNSON CTLS INTL PLC
SHS
4,9365,736+8002633310.11%+68
SELECT SECTOR SPDR TR
ST STR STAPL ETF
017,257+17,25701,2430.41%+1,243
MCDONALDS CORP(MCD)01,751+1,75105190.17%+519
COCA COLA CO(KO)028,786+28,78601,6960.56%+1,696
CDW CORP(CDW)1,6321,722+903293910.13%+62
BANK MONTREAL QUE4,0004,00003373960.13%+58
VANGUARD SPECIALIZED FUNDS3,8293,82905956520.22%+58
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