Filling information for Boltwood Capital Management as Treemap, investor disclosed 160 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 464288588 | 464288588 | ISHARES TR | MBS ETF | 11388123 | 122105 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 254929 | 2547 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 2533796 | 23242 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1029876 | 7644 | |
| 00507V109 | 00507V109 | ACTIVISION BLIZZARD INC | COM | 458929 | 5444 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 943751 | 1930 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 370208 | 3250 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 204279 | 682 | |
| 020002101 | 020002101 | ALLSTATE CORP | COM | 977216 | 8962 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2800022 | 23392 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 286699 | 2370 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1780718 | 13660 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 1450215 | 8325 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 702839 | 3624 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 334251 | 1737 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 508649 | 2611 | |
| 037833100 | 037833100 | APPLE INC | COM | 7016242 | 36172 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 271431 | 17018 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 857181 | 3900 | |
| 063671101 | 063671101 | BANK MONTREAL QUE | COM | 361240 | 4000 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1009019 | 2959 | |
| 09062X103 | 09062X103 | BIOGEN INC | COM | 361190 | 1268 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 496239 | 718 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 573904 | 6173 | |
| 097023105 | 097023105 | BOEING CO | COM | 810643 | 3839 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 226227 | 3538 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 2088472 | 8488 | |
| 12514G108 | 12514G108 | CDW CORP | COM | 290848 | 1585 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 3635414 | 23104 | |
| 169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 650256 | 304 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 541459 | 10465 | |
| 12572Q105 | 12572Q105 | CME GROUP INC | COM | 849555 | 4585 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1792569 | 29767 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 664758 | 15999 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 440933 | 819 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 906433 | 13112 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 1100400 | 4585 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 1487940 | 16666 | |
| 256746108 | 256746108 | DOLLAR TREE INC | COM | 1108968 | 7728 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 416029 | 8033 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 215376 | 2400 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2758148 | 25717 | |
| 33939L761 | 33939L761 | FLEXSHARES TR | CR SCD US BD | 5111489 | 109080 | |
| 33939L753 | 33939L753 | FLEXSHARES TR | CR SCORED LONG | 243080 | 5575 | |
| 33939L779 | 33939L779 | FLEXSHARES TR | DISCP DUR MBS | 8277635 | 406065 | |
| 33939L886 | 33939L886 | FLEXSHARES TR | FLEXSHARES ULTRA | 4003721 | 53415 | |
| 33939L787 | 33939L787 | FLEXSHARES TR | GLB QLT R/E IDX | 3115493 | 58738 | |
| 33939L662 | 33939L662 | FLEXSHARES TR | HIG YLD VL ETF | 11073604 | 273828 | |
| 33939L506 | 33939L506 | FLEXSHARES TR | IBOXX 3R TARGT | 1717455 | 72990 | |
| 33939L407 | 33939L407 | FLEXSHARES TR | MORNSTAR UPSTR | 5338246 | 133223 | |
| 33939L795 | 33939L795 | FLEXSHARES TR | STOXX GLOBR INF | 3104931 | 59294 | |
| 34959J108 | 34959J108 | FORTIVE CORP | COM | 376093 | 5030 | |
| 34964C106 | 34964C106 | FORTUNE BRANDS INNOVATIONS I | COM | 219807 | 3055 | |
| 35671D857 | 35671D857 | FREEPORT-MCMORAN INC | CL B | 387400 | 9685 | |
| 384802104 | 384802104 | GRAINGER W W INC | COM | 264966 | 336 | |
| 37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 342607 | 9613 | |
| 406216101 | 406216101 | HALLIBURTON CO | COM | 322246 | 9768 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 964537 | 3105 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 576643 | 2779 | |
| 458140100 | 458140100 | INTEL CORP | COM | 427196 | 12775 | |
| 45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 1824885 | 16138 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 685107 | 5120 | |
| 46434G772 | 46434G772 | ISHARES INC | MSCI TAIWAN ETF | 201011 | 4275 | |
| 464289511 | 464289511 | ISHARES TR | 10+ YR INVST GRD | 1968952 | 38195 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 3381064 | 32845 | |
| 464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 13267463 | 115109 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 4038846 | 41810 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 920490 | 18300 | |
| 464288356 | 464288356 | ISHARES TR | CALIF MUN BD ETF | 1359681 | 23875 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 6116802 | 23393 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 5681644 | 57016 | |
| 464288513 | 464288513 | ISHARES TR | IBOXX HI YD ETF | 1241658 | 16540 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 2770387 | 55220 | |
| 464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 862219 | 17050 | |
| 46429B671 | 46429B671 | ISHARES TR | MSCI CHINA ETF | 375816 | 8400 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 2319086 | 31987 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 503717 | 12733 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 234806 | 2200 | |
| 464288562 | 464288562 | ISHARES TR | RESIDENTIAL MULT | 263772 | 3600 | |
| 464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 1823093 | 17523 | |
| 46982L108 | 46982L108 | JACOBS SOLUTIONS INC | COM | 455943 | 3835 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 614079 | 3710 | |
| G51502105 | G51502105 | JOHNSON CTLS INTL PLC | SHS | 304313 | 4466 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 2422885 | 16659 | |
| 482480100 | 482480100 | KLA CORP | COM NEW | 1374062 | 2833 | |
| 518439104 | 518439104 | LAUDER ESTEE COS INC | CL A | 545936 | 2780 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 1517619 | 3236 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 230934 | 606 | |
| 539439109 | 539439109 | LLOYDS BANKING GROUP PLC | SPONSORED ADR | 22502 | 10228 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 3582085 | 15871 | |
| 571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 1069987 | 5689 | |
| 574599106 | 574599106 | MASCO CORP | COM | 266645 | 4647 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 814131 | 2070 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 532960 | 1786 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 701917 | 6083 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1499757 | 5226 | |
| 595017104 | 595017104 | MICROCHIP TECHNOLOGY INC. | COM | 3205978 | 35785 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 5882147 | 17273 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 965288 | 13234 | |
| 615369105 | 615369105 | MOODYS CORP | COM | 352936 | 1015 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 581728 | 7840 | |
| 654106103 | 654106103 | NIKE INC | CL B | 233212 | 2113 | |
| 655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 461230 | 2034 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 235147 | 1434 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2612149 | 6175 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 1442418 | 12112 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 416737 | 1631 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1151883 | 6219 | |
| 717081103 | 717081103 | PFIZER INC | COM | 2347642 | 64003 | |
| 74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 221912 | 1981 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2491267 | 16418 | |
| 74340W103 | 74340W103 | PROLOGIS INC. | COM | 597821 | 4875 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 391350 | 3995 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 2224779 | 10531 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 471974 | 8327 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 5373836 | 218183 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 19818334 | 555914 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 2745373 | 53102 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 1264405 | 17801 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 1499011 | 34224 | |
| 81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 1266066 | 19454 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 1926813 | 23738 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 1494592 | 44337 | |
| 81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 835411 | 22165 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 2780633 | 16375 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 1248181 | 16829 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2812512 | 21190 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 1746605 | 16275 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 866551 | 13242 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 1185563 | 14306 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 4658753 | 26796 | |
| 78463X541 | 78463X541 | SPDR INDEX SHS FDS | GLB NAT RESRCE | 1023212 | 18980 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 9416751 | 289390 | |
| 78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 3698257 | 107570 | |
| 78464A383 | 78464A383 | SPDR SER TR | PORT MTG BK ETF | 492208 | 22465 | |
| 78464A672 | 78464A672 | SPDR SER TR | PORTFLI INTRMDIT | 525487 | 18575 | |
| 78464A664 | 78464A664 | SPDR SER TR | PORTFOLIO LN TSR | 1639268 | 54825 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 309662 | 3126 | |
| 876030107 | 876030107 | TAPESTRY INC | COM | 606604 | 14173 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 399199 | 1525 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 1259979 | 14860 | |
| 89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 233088 | 7680 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 262527 | 1283 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 280526 | 1565 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 274232 | 8300 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 455402 | 5450 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 877816 | 3985 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2214977 | 40709 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 897197 | 22055 | |
| 92206C771 | 92206C771 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 324597 | 7058 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 621944 | 3829 | |
| 92204A884 | 92204A884 | VANGUARD WORLD FDS | COMM SRVC ETF | 296180 | 2786 | |
| 92204A108 | 92204A108 | VANGUARD WORLD FDS | CONSUM DIS ETF | 240437 | 849 | |
| 92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 203315 | 1801 | |
| 92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 201881 | 2485 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 1070469 | 2421 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 333483 | 8967 | |
| 931142103 | 931142103 | WALMART INC | COM | 1174449 | 7472 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 712756 | 16700 | |
| 98956P102 | 98956P102 | ZIMMER BIOMET HOLDINGS INC | COM | 843170 | 5791 |