Fund HoldingsBoltwood Capital Management

Total Portfolio Value
$384.56M
Total Bought
$12.71M
Total Sold
$10.61M
Net Transaction
+$2.10M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)25,99626,303+3076,3208,2332.14%+1,913
FLEXSHARES TR
IBOXX 3R TARGT
739,131788,682+49,55117,98318,9764.93%+993
SCHWAB STRATEGIC TR1,145,5751,144,813-76226,66927,5217.16%+852
CATERPILLAR INC(CAT)7,9617,846-1153,7994,4951.17%+696
APPLE INC(AAPL)36,39436,374-209,2679,8892.57%+622
SPDR SERIES TRUST
ST STR BACKE ETF
156,679184,236+27,5573,5164,1301.07%+614
ELI LILLY & CO(LLY)01,885+1,88502,0260.53%+2,026
ADVANCED MICRO DEVICES INC(AMD)8,1188,231+1131,3131,7630.46%+449
SPDR INDEX SHS FDS
ST STR PO EX ETF
276,625275,270-1,35511,83712,2253.18%+388
SELECT SECTOR SPDR TR
ST STR CARE ETF
18,53918,776+2372,5802,9060.76%+326
KLA CORP(KLAC)1,9531,969+162,1072,3920.62%+286
ISHARES TR098,283+98,283011,7303.05%+11,730
KKR & CO INC(KKR)02,182+2,18202780.07%+278
AMAZON COM INC(AMZN)17,11617,433+3173,7584,0241.05%+266
EMERSON ELEC CO(EMR)01,929+1,92902560.07%+256
ISHARES TR
0-5 YR TIPS ETF
9,50012,025+2,5259821,2310.32%+249
NUCOR CORP(NUE)01,465+1,46502390.06%+239
AMERICAN EXPRESS CO(AXP)7,2337,135-982,4032,6400.69%+237
SALESFORCE INC(CRM)09,151+9,15102,4240.63%+2,424
MEDTRONIC PLC(MDT)02,415+2,41502320.06%+232
INTUIT(INTU)0349+34902310.06%+231
FLEXSHARES TR
HIG YLD VL ETF
285,024293,872+8,84811,74311,9713.11%+228
ASML HOLDING N V
N Y REGISTRY SHS
0205+20502190.06%+219
SELECT SECTOR SPDR TR
ST STR TECHN ETF
26,90054,098+27,1987,5827,7882.03%+206
ALPHABET INC(GOOG)2,7102,750+406608630.22%+203
VISA INC(V)0575+57502020.05%+202
BIOGEN INC(BIIB)01,141+1,14102010.05%+201
EXXON MOBIL CORP25,32525,335+102,8553,0490.79%+193
ISHARES TR128,790130,677+1,88712,25412,4433.24%+189
ISHARES TR115,520116,985+1,4657,5397,7212.01%+182
ISHARES TR76,69679,010+2,3146,3636,5441.70%+181
FLEXSHARES TR
MORNSTAR UPSTR
117,197115,703-1,4945,1315,3051.38%+174
WELLS FARGO CO NEW(WFC)17,21017,165-451,4431,6000.42%+157
RTX CORPORATION(RTX)8,5028,545+431,4231,5670.41%+145
ISHARES TR56,11656,621+5056,6686,8051.77%+136
DANAHER CORPORATION(DHR)04,375+4,37501,0020.26%+1,002
ISHARES TR87,96690,035+2,0697,1427,2601.89%+118
MERCK & CO INC(MRK)5,7535,693-604835990.16%+116
SCHWAB STRATEGIC TR88,76490,974+2,2102,6312,7360.71%+105
JOHNSON & JOHNSON(JNJ)4,2094,263+547808820.23%+102
SCHWAB STRATEGIC TR113,375114,620+1,2453,1633,2640.85%+101
FREEPORT-MCMORAN INC(FCX)09,937+9,93705050.13%+505
WALMART INC(WMT)19,43918,885-5542,0032,1040.55%+101
CISCO SYS INC(CSCO)011,675+11,67508990.23%+899
COCA COLA CO(KO)026,358+26,35801,8430.48%+1,843
ISHARES TR80,38982,365+1,9764,2634,3551.13%+92
FRANKLIN TEMPLETON ETF TR
FTSE SOUTH KOREA
16,77516,975+2004535440.14%+91
ISHARES TR17,58519,064+1,4791,5721,6620.43%+90
TJX COS INC NEW(TJX)12,29812,146-1521,7781,8660.49%+88
JPMORGAN CHASE & CO.(JPM)16,95116,852-995,3475,4301.41%+83
ISHARES TR32,11732,082-352,9993,0810.80%+82
BROADCOM INC(AVGO)3,3793,458+791,1151,1970.31%+82
ANALOG DEVICES INC(ADI)02,886+2,88607830.20%+783
SELECT SECTOR SPDR TR
ST STR FINL ETF
43,51244,106+5942,3442,4160.63%+72
GSK PLC(GSK)12,03812,023-155205900.15%+70
CITIGROUP INC(C)3,7953,893+983854540.12%+69
ISHARES INC4,0004,00003203890.10%+68
PROLOGIS INC.(PLD)5,0505,065+155786470.17%+68
TAPESTRY INC(TPR)8,0937,663-4309169790.25%+63
SELECT SECTOR SPDR TR
ST STR SVC ETF
18,73019,324+5942,2172,2750.59%+58
ISHARES TR
MSCI UK ETF NEW
013,500+13,50005940.15%+594
ISHARES TR011,705+11,70506730.17%+673
NETFLIX INC(NFLX)04,100+4,10003840.10%+384
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
24,84026,245+1,4051,1371,1820.31%+45
ISHARES TR11,43511,855+4201,2211,2650.33%+44
ISHARES INC06,050+6,05003260.08%+326
GOLDMAN SACHS GROUP INC(GS)450455+53584000.10%+42
CVS HEALTH CORP(CVS)8,7308,795+656586980.18%+40
ISHARES INC06,075+6,07503640.09%+364
CENCORA INC01,730+1,73005840.15%+584
BRISTOL-MYERS SQUIBB CO(BMY)05,205+5,20502810.07%+281
BOEING CO(BA)03,836+3,83608330.22%+833
SELECT SECTOR SPDR TR
ST STR INDL ETF
13,68713,841+1542,1112,1470.56%+36
ISHARES INC
MSCI JAPAN ETF
05,625+5,62504540.12%+454
ISHARES TR013,330+13,33008180.21%+818
ISHARES TR1,8892,190+3012012350.06%+33
INTERNATIONAL BUSINESS MACHS(IBM)02,590+2,59007670.20%+767
ISHARES TR028,900+28,90002,7790.72%+2,779
FRANKLIN TEMPLETON ETF TR
FTSE TAIWAN
12,65012,700+507437730.20%+30
FORTIVE CORP(FTV)04,420+4,42002440.06%+244
ISHARES TR23,90324,538+6351,2931,3220.34%+29
SCHWAB CHARLES CORP(SCHW)7,8517,781-707507770.20%+28
ISHARES TR
MSCI INDIA ETF
019,225+19,22501,0390.27%+1,039
INTEL CORP(INTC)7,0007,050+502352600.07%+25
US BANCORP DEL(USB)05,845+5,84503120.08%+312
ISHARES INC09,650+9,65004340.11%+434
NEXTERA ENERGY INC(NEE)07,098+7,09805700.15%+570
TESLA INC(TSLA)2,0952,120+259329530.25%+22
ISHARES INC08,600+8,60003660.10%+366
ISHARES INC3,6003,60002312480.06%+17
ISHARES INC
MSCI TAIWAN ETF
9,6509,900+2506146290.16%+15
MOODYS CORP(MCO)0700+70003580.09%+358
BANCO SANTANDER S.A.(SAN)011,000+11,00001290.03%+129
HALLIBURTON CO(HAL)8,9608,275-6852202340.06%+13
PEPSICO INC(PEP)5,2065,181-257317440.19%+12
JOHNSON CTLS INTL PLC
SHS
04,305+4,30505160.13%+516
VANGUARD SPECIALIZED FUNDS03,400+3,40007470.19%+747
ISHARES TR11,87311,798-756346450.17%+11
3M CO(MMM)02,237+2,23703580.09%+358
CME GROUP INC(CME)03,120+3,12008520.22%+852
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