Fund HoldingsBoltwood Capital Management

Total Portfolio Value
$328.15M
Total Bought
$13.28M
Total Sold
$13.88M
Net Transaction
-$601.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)047,450+47,45006,3721.94%+6,372
ALPHABET INC(GOOG)023,593+23,59304,4661.36%+4,466
AMAZON COM INC(AMZN)14,70215,042+3402,7393,3001.01%+561
SALESFORCE INC(CRM)9,6339,448-1852,6373,1590.96%+522
JPMORGAN CHASE & CO.(JPM)14,41014,450+403,0383,4641.06%+425
FLEXSHARES TR
IBOXX 3R TARGT
538,016565,629+27,61312,93913,3434.07%+404
COSTCO WHSL CORP NEW(COST)8991,260+3617971,1550.35%+358
ISHARES TR68,08772,452+4,3655,6615,9401.81%+278
TESLA INC(TSLA)1,9201,92005027750.24%+273
ACCENTURE PLC IRELAND
SHS CLASS A
0772+77202720.08%+272
SELECT SECTOR SPDR TR
ST STR DISCR ETF
012,070+12,07002,7080.83%+2,708
WELLS FARGO CO NEW(WFC)016,975+16,97501,1920.36%+1,192
ISHARES TR92,32597,629+5,30411,04311,2813.44%+238
ISHARES INC05,575+5,57502250.07%+225
SERVICENOW INC(NOW)0207+20702190.07%+219
ISHARES INC06,450+6,45002050.06%+205
WALMART INC(WMT)20,13720,097-401,6261,8160.55%+190
DISNEY WALT CO(DIS)013,558+13,55801,5100.46%+1,510
SELECT SECTOR SPDR TR
ST STR TECHN ETF
024,322+24,32205,6551.72%+5,655
AMERICAN EXPRESS CO(AXP)7,4027,343-592,0072,1790.66%+172
ALLSTATE CORP(ALL)6,9807,710+7301,3241,4860.45%+163
ISHARES TR63,21066,435+3,2255,0765,2251.59%+149
PALO ALTO NETWORKS INC(PANW)04,068+4,06807400.23%+740
BLACKROCK INC(BLK)782845+637438660.26%+124
BROADCOM INC(AVGO)1,7001,775+752934120.13%+118
TAPESTRY INC(TPR)09,178+9,17806000.18%+600
CROWDSTRIKE HLDGS INC(CRWD)0976+97603340.10%+334
FLEXSHARES TR
HIG YLD VL ETF
312,940323,006+10,06613,03913,1404.00%+101
BLACKSTONE INC(BX)6,0065,901-1059201,0170.31%+98
CHIPOTLE MEXICAN GRILL INC(CMG)013,025+13,02507850.24%+785
META PLATFORMS INC(META)4,1864,245+592,3962,4850.76%+89
ISHARES INC
MSCI JAPAN ETF
06,100+6,10004090.12%+409
MASTERCARD INCORPORATED(MA)2,0352,055+201,0051,0820.33%+77
BOEING CO(BA)03,574+3,57406330.19%+633
ISHARES INC5,1507,800+2,6502082800.09%+72
SCHWAB CHARLES CORP(SCHW)07,812+7,81205780.18%+578
HONEYWELL INTL INC(HON)03,095+3,09506990.21%+699
JOHNSON CTLS INTL PLC
SHS
06,318+6,31804990.15%+499
ISHARES TR8,49510,095+1,6004625280.16%+65
ALPHABET INC(GOOG)02,600+2,60004950.15%+495
CISCO SYS INC(CSCO)012,018+12,01807110.22%+711
BRISTOL-MYERS SQUIBB CO(BMY)3,9454,705+7602042660.08%+62
AUTOMATIC DATA PROCESSING IN3,3973,412+159409990.30%+59
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
10,25011,600+1,3504945490.17%+54
CME GROUP INC(CME)4,6004,60001,0151,0680.33%+53
SPDR SER TR
ST LON TREAS ETF
61,24669,726+8,4801,7801,8260.56%+46
BANK MONTREAL QUE04,300+4,30004170.13%+417
ISHARES TR
MSCI UK ETF NEW
9,05011,250+2,2003393810.12%+43
ISHARES INC4,1255,575+1,4502152560.08%+41
GOLDMAN SACHS GROUP INC(GS)43543502152490.08%+34
VANGUARD WORLD FD
INF TECH ETF
0835+83505190.16%+519
PAYPAL HLDGS INC(PYPL)05,830+5,83004980.15%+498
VANGUARD WORLD FD
CONSUM DIS ETF
0760+76002850.09%+285
VANGUARD WORLD FD
COMM SRVC ETF
02,307+2,30703570.11%+357
ISHARES TR
ULTRA SHORT DUR
19,40019,900+5009841,0040.31%+19
VANGUARD WORLD FD
FINANCIALS ETF
1,9421,936-62132290.07%+15
US BANCORP DEL(USB)06,575+6,57503140.10%+314
JACOBS SOLUTIONS INC(J)03,540+3,54004730.14%+473
VANGUARD INDEX FDS3,2963,246-509339410.29%+7
GRAINGER W W INC(GWW)33133103443490.11%+5
SELECT SECTOR SPDR TR
ST STR SVC ETF
017,687+17,68701,7120.52%+1,712
TJX COS INC NEW(TJX)13,49113,151-3401,5861,5890.48%+3
CENCORA INC01,843+1,84304140.13%+414
ISHARES INC
MSCI TAIWAN ETF
6,7757,050+2753653650.11%-0
MOODYS CORP(MCO)81081003843830.12%-1
SCHWAB STRATEGIC TR24,47473,294+48,8202,0342,0310.62%-3
PHILIP MORRIS INTL INC(PM)2,0312,011-202472420.07%-5
SCHWAB STRATEGIC TR44,00887,446+43,4382,2662,2610.69%-5
BANCO SANTANDER S.A.(SAN)011,000+11,0000500.02%+50
ABBOTT LABS21,82121,940+1192,4882,4820.76%-6
HALLIBURTON CO(HAL)09,160+9,16002490.08%+249
SPDR INDEX SHS FDS
ST STR INFRA ETF
3,4703,47002142050.06%-9
ISHARES TR02,100+2,10002030.06%+203
ISHARES TR
MSCI CHINA ETF
011,850+11,85005550.17%+555
VANGUARD WORLD FD
ENERGY ETF
02,070+2,07002510.08%+251
TRUIST FINL CORP(TFC)09,935+9,93504310.13%+431
VANGUARD SPECIALIZED FUNDS3,8293,802-277587450.23%-14
BERKSHIRE HATHAWAY INC DEL2,3062,30601,0611,0450.32%-16
3M CO(MMM)2,3672,377+103243070.09%-17
MCDONALDS CORP(MCD)1,8471,882+355625460.17%-17
SELECT SECTOR SPDR TR
ST STR FINL ETF
42,58339,566-3,0171,9301,9120.58%-18
STARBUCKS CORP(SBUX)2,6472,622-252582390.07%-19
RTX CORPORATION(RTX)3,7783,783+54584380.13%-20
DOMINION ENERGY INC(D)04,185+4,18502250.07%+225
FORTIVE CORP(FTV)04,453+4,45303340.10%+334
SPDR SER TR
ST INTER ETF
018,400+18,40005130.16%+513
BECTON DICKINSON & CO(BDX)01,087+1,08702470.08%+247
ISHARES TR2,1501,975-1752342100.06%-23
NORFOLK SOUTHN CORP(NSC)2,1972,227+305465230.16%-23
UNION PAC CORP(UNP)01,120+1,12002550.08%+255
ISHARES TR014,960+14,96008570.26%+857
GE AEROSPACE(GE)1,2211,216-52302030.06%-27
ISHARES TR3,6003,60003202920.09%-28
ISHARES TR15,55617,151+1,5951,5261,4980.46%-28
VERIZON COMMUNICATIONS INC(VZ)06,460+6,46002580.08%+258
SCHWAB STRATEGIC TR0108,924+108,92402,4730.75%+2,473
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
39,40041,200+1,8007927580.23%-34
ISHARES TR77,87178,546+6754,1014,0611.24%-40
SELECT SECTOR SPDR TR
ST STR ENERG ETF
022,753+22,75301,9490.59%+1,949
VANGUARD INTL EQUITY INDEX F10,93510,93505234820.15%-42
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