Boltwood Capital Management at 2023-03-31

Filling information for Boltwood Capital Management as Treemap, investor disclosed 159 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
88579Y101 88579Y101 3M CO COM 262460 2497 0 100
002824100 002824100 ABBOTT LABS COM 2371162 23417 0 100
00287Y109 00287Y109 ABBVIE INC COM 1237349 7764 0 100
00507V109 00507V109 ACTIVISION BLIZZARD INC COM 478790 5594 0 100
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 743764 1930 0 100
007903107 007903107 ADVANCED MICRO DEVICES INC COM 314122 3205 0 100
009158106 009158106 AIR PRODS & CHEMS INC COM 208802 727 0 100
020002101 020002101 ALLSTATE CORP COM 998620 9012 0 100
02079K305 02079K305 ALPHABET INC CAP STK CL A 2439418 23517 0 100
02079K107 02079K107 ALPHABET INC CAP STK CL C 251680 2420 0 100
023135106 023135106 AMAZON COM INC COM 1430050 13845 0 100
025816109 025816109 AMERICAN EXPRESS CO COM 1382281 8380 0 100
03027X100 03027X100 AMERICAN TOWER CORP NEW COM 751767 3679 0 100
03073E105 03073E105 AMERISOURCEBERGEN CORP COM 280513 1752 0 100
032654105 032654105 ANALOG DEVICES INC COM 514941 2611 0 100
037833100 037833100 APPLE INC COM 6014198 36472 0 100
00206R102 00206R102 AT&T INC COM 335443 17426 0 100
053015103 053015103 AUTOMATIC DATA PROCESSING IN COM 1062168 4771 0 100
063671101 063671101 BANK MONTREAL QUE COM 356440 4000 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 899756 2914 0 100
09062X103 09062X103 BIOGEN INC COM 358103 1288 0 100
09247X101 09247X101 BLACKROCK INC COM 473068 707 0 100
09260D107 09260D107 BLACKSTONE INC COM 490235 5581 0 100
097023105 097023105 BOEING CO COM 825078 3884 0 100
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 241723 3488 0 100
149123101 149123101 CATERPILLAR INC COM 1955895 8547 0 100
12514G108 12514G108 CDW CORP COM 308901 1585 0 100
166764100 166764100 CHEVRON CORP NEW COM 3906703 23944 0 100
169656105 169656105 CHIPOTLE MEXICAN GRILL INC COM 524445 307 0 100
17275R102 17275R102 CISCO SYS INC COM 547058 10465 0 100
12572Q105 12572Q105 CME GROUP INC COM 878119 4585 0 100
191216100 191216100 COCA COLA CO COM 1919642 30947 0 100
20030N101 20030N101 COMCAST CORP NEW CL A 606522 15999 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM 405446 816 0 100
126650100 126650100 CVS HEALTH CORP COM 976210 13137 0 100
235851102 235851102 DANAHER CORPORATION COM 1229955 4880 0 100
244199105 244199105 DEERE & CO COM 343103 831 0 100
254687106 254687106 DISNEY WALT CO COM 1692798 16906 0 100
256746108 256746108 DOLLAR TREE INC COM 1184000 8248 0 100
25746U109 25746U109 DOMINION ENERGY INC COM 517850 9262 0 100
26441C204 26441C204 DUKE ENERGY CORP NEW COM NEW 231528 2400 0 100
30231G102 30231G102 EXXON MOBIL CORP COM 3019707 27537 0 100
33939L761 33939L761 FLEXSHARES TR CR SCD US BD 5513405 116243 0 100
33939L753 33939L753 FLEXSHARES TR CR SCORED LONG 292745 6600 0 100
33939L779 33939L779 FLEXSHARES TR DISCP DUR MBS 9549823 462441 0 100
33939L787 33939L787 FLEXSHARES TR GLB QLT R/E IDX 2949615 55653 0 100
33939L662 33939L662 FLEXSHARES TR HIG YLD VL ETF 11685885 286911 0 100
33939L506 33939L506 FLEXSHARES TR IBOXX 3R TARGT 2332768 96515 0 100
33939L407 33939L407 FLEXSHARES TR MORNSTAR UPSTR 5303800 125415 0 100
33939L886 33939L886 FLEXSHARES TR READY ACC VARI 4281552 57240 0 100
33939L795 33939L795 FLEXSHARES TR STOXX GLOBR INF 2972371 57216 0 100
34959J108 34959J108 FORTIVE CORP COM 358233 5255 0 100
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 397236 9710 0 100
370334104 370334104 GENERAL MLS INC COM 202113 2365 0 100
384802104 384802104 GRAINGER W W INC COM 238328 346 0 100
37733W204 37733W204 GSK PLC SPONSORED ADR 335270 9423 0 100
406216101 406216101 HALLIBURTON CO COM 312224 9868 0 100
437076102 437076102 HOME DEPOT INC COM 932579 3160 0 100
438516106 438516106 HONEYWELL INTL INC COM 532078 2784 0 100
458140100 458140100 INTEL CORP COM 421606 12905 0 100
45866F104 45866F104 INTERCONTINENTAL EXCHANGE IN COM 1686161 16168 0 100
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 671181 5120 0 100
464289511 464289511 ISHARES TR 10+ YR INVST GRD 1790166 34170 0 100
464287432 464287432 ISHARES TR 20 YR TR BD ETF 3799536 35720 0 100
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 10863330 92336 0 100
464287440 464287440 ISHARES TR 7-10 YR TRSY BD 3920692 39555 0 100
46434V878 46434V878 ISHARES TR BLACKROCK ULTRA 979875 19500 0 100
464288356 464288356 ISHARES TR CALIF MUN BD ETF 1471388 25625 0 100
464287507 464287507 ISHARES TR CORE S&P MCP ETF 5827727 23296 0 100
464287804 464287804 ISHARES TR CORE S&P SCP ETF 5723963 59193 0 100
464288513 464288513 ISHARES TR IBOXX HI YD ETF 395882 5240 0 100
464288646 464288646 ISHARES TR ISHS 1-5YR INVS 2713745 53695 0 100
464288638 464288638 ISHARES TR ISHS 5-10YR INVT 822788 16045 0 100
464288588 464288588 ISHARES TR MBS ETF 10487558 110710 0 100
46429B671 46429B671 ISHARES TR MSCI CHINA ETF 309318 6200 0 100
464287465 464287465 ISHARES TR MSCI EAFE ETF 2306691 32252 0 100
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 470876 11933 0 100
464288414 464288414 ISHARES TR NATIONAL MUN ETF 247802 2300 0 100
464288562 464288562 ISHARES TR RESIDENTIAL MULT 254232 3600 0 100
464288158 464288158 ISHARES TR SHRT NAT MUN ETF 1645884 15723 0 100
46982L108 46982L108 JACOBS SOLUTIONS INC COM 464165 3950 0 100
478160104 478160104 JOHNSON & JOHNSON COM 575825 3715 0 100
G51502105 G51502105 JOHNSON CTLS INTL PLC SHS 245999 4085 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 2171095 16661 0 100
482480100 482480100 KLA CORP COM NEW 1150807 2883 0 100
518439104 518439104 LAUDER ESTEE COS INC CL A 696742 2827 0 100
532457108 532457108 LILLY ELI & CO COM 1226353 3571 0 100
G5494J103 G5494J103 LINDE PLC SHS 217174 611 0 100
539439109 539439109 LLOYDS BANKING GROUP PLC SPONSORED ADR 23729 10228 0 100
548661107 548661107 LOWES COS INC COM 3305704 16531 0 100
571748102 571748102 MARSH & MCLENNAN COS INC COM 947503 5689 0 100
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A 752259 2070 0 100
580135101 580135101 MCDONALDS CORP COM 521752 1866 0 100
58933Y105 58933Y105 MERCK & CO INC COM 663129 6233 0 100
30303M102 30303M102 META PLATFORMS INC CL A 1107598 5226 0 100
595017104 595017104 MICROCHIP TECHNOLOGY INC. COM 3009797 35925 0 100
594918104 594918104 MICROSOFT CORP COM 5054764 17533 0 100
609207105 609207105 MONDELEZ INTL INC CL A 956977 13726 0 100
615369105 615369105 MOODYS CORP COM 306020 1000 0 100
65339F101 65339F101 NEXTERA ENERGY INC COM 608161 7890 0 100
654106103 654106103 NIKE INC CL B 246874 2013 0 100
655844108 655844108 NORFOLK SOUTHN CORP COM 431632 2036 0 100
670346105 670346105 NUCOR CORP COM 221510 1434 0 100
67066G104 67066G104 NVIDIA CORPORATION COM 1724952 6210 0 100
68389X105 68389X105 ORACLE CORP COM 1120801 12062 0 100
697435105 697435105 PALO ALTO NETWORKS INC COM 321781 1611 0 100
713448108 713448108 PEPSICO INC COM 1200263 6584 0 100
717081103 717081103 PFIZER INC COM 2601747 63768 0 100
74144T108 74144T108 PRICE T ROWE GROUP INC COM 223655 1981 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM 2576798 17330 0 100
74340W103 74340W103 PROLOGIS INC. COM 664400 5325 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 407878 4165 0 100
79466L302 79466L302 SALESFORCE INC COM 2102884 10526 0 100
808513105 808513105 SCHWAB CHARLES CORP COM 418097 7982 0 100
808524706 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 5503626 224455 0 100
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 19356247 556214 0 100
808524102 808524102 SCHWAB STRATEGIC TR US BRD MKT ETF 2790181 58311 0 100
808524508 808524508 SCHWAB STRATEGIC TR US MID-CAP ETF 1130585 16663 0 100
808524607 808524607 SCHWAB STRATEGIC TR US SML CAP ETF 1066028 25424 0 100
81369Y852 81369Y852 SELECT SECTOR SPDR TR COMMUNICATION 1103865 19042 0 100
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 1953877 23589 0 100
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 1328013 41307 0 100
81369Y860 81369Y860 SELECT SECTOR SPDR TR RL EST SEL SEC 839081 22447 0 100
81369Y407 81369Y407 SELECT SECTOR SPDR TR SBI CONS DISCR 2450208 16385 0 100
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 1208483 16176 0 100
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 2728074 21073 0 100
81369Y704 81369Y704 SELECT SECTOR SPDR TR SBI INT-INDS 1633626 16146 0 100
81369Y886 81369Y886 SELECT SECTOR SPDR TR SBI INT-UTILS 883416 13051 0 100
81369Y100 81369Y100 SELECT SECTOR SPDR TR SBI MATERIALS 1178144 14606 0 100
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 4107321 27199 0 100
78463X541 78463X541 SPDR INDEX SHS FDS GLB NAT RESRCE 1083568 18980 0 100
78463X889 78463X889 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 9271599 288655 0 100
78463X509 78463X509 SPDR INDEX SHS FDS PORTFOLIO EMG MK 3387403 99250 0 100
78464A672 78464A672 SPDR SER TR PORTFLI INTRMDIT 484745 16750 0 100
78464A664 78464A664 SPDR SER TR PORTFOLIO LN TSR 1475292 47775 0 100
855244109 855244109 STARBUCKS CORP COM 341130 3276 0 100
861012102 861012102 STMICROELECTRONICS N V NY REGISTRY 210965 3944 0 100
876030107 876030107 TAPESTRY INC COM 617680 14328 0 100
87612E106 87612E106 TARGET CORP COM 237063 1431 0 100
88160R101 88160R101 TESLA INC COM 295631 1425 0 100
872540109 872540109 TJX COS INC NEW COM 1179710 15055 0 100
89832Q109 89832Q109 TRUIST FINL CORP COM 358221 10505 0 100
907818108 907818108 UNION PAC CORP COM 270292 1343 0 100
911312106 911312106 UNITED PARCEL SERVICE INC CL B 300878 1551 0 100
902973304 902973304 US BANCORP DEL COM NEW 298612 8283 0 100
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 503222 6060 0 100
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 816808 4002 0 100
922042775 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2211466 41359 0 100
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1104738 27345 0 100
92206C771 92206C771 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 311885 6700 0 100
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 588626 3822 0 100
92204A884 92204A884 VANGUARD WORLD FDS COMM SRVC ETF 268839 2781 0 100
92204A108 92204A108 VANGUARD WORLD FDS CONSUM DIS ETF 214415 849 0 100
92204A306 92204A306 VANGUARD WORLD FDS ENERGY ETF 208470 1825 0 100
92204A702 92204A702 VANGUARD WORLD FDS INF TECH ETF 942860 2446 0 100
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 361716 9301 0 100
931142103 931142103 WALMART INC COM 1195377 8107 0 100
949746101 949746101 WELLS FARGO CO NEW COM 699006 18700 0 100
98956P102 98956P102 ZIMMER BIOMET HOLDINGS INC COM 763701 5911 0 100

No more available investment products in the available period

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