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 description
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 |