Boltwood Capital Management

Latest statistics and disclosures from Boltwood Capital Management's latest quarterly 13F-HR filing:

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Positions held by Boltwood Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boltwood Capital Management

Companies in the Boltwood Capital Management portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.5 $18M 452k 38.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $9.1M +6% 250k 36.48
Flexshares Tr Hig Yld Vl Etf (HYGV) 3.2 $8.5M 174k 48.99
Flexshares Tr Discp Dur Mbs (MBSD) 2.8 $7.6M +10% 327k 23.17
Apple (AAPL) 2.3 $6.2M 35k 177.58
Microsoft Corporation (MSFT) 2.2 $6.1M 18k 336.32
Ishares Tr Mbs Etf (MBB) 2.2 $6.0M +33% 56k 107.43
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $6.0M 52k 114.51
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $5.9M 21k 283.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $5.6M +11% 189k 29.62
Lowe's Companies (LOW) 1.8 $4.9M 19k 258.47
Ishares Tr Calif Mun Bd Etf (CMF) 1.7 $4.6M 74k 62.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $4.5M -5% 40k 113.02
Select Sector Spdr Tr Technology (XLK) 1.7 $4.5M +6% 26k 173.88

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Flexshares Tr Cr Scd Us Bd (SKOR) 1.6 $4.4M +15% 83k 52.76
Procter & Gamble Company (PG) 1.5 $3.9M 24k 163.60
Pfizer (PFE) 1.5 $3.9M 67k 59.05
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.9M 1.3k 2897.22
Flexshares Tr Mornstar Upstr (GUNR) 1.4 $3.8M +9% 96k 39.49
Abbott Laboratories (ABT) 1.3 $3.5M 25k 140.74
Microchip Technology (MCHP) 1.3 $3.4M +99% 40k 87.07
Walt Disney Company (DIS) 1.2 $3.3M 22k 154.88
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $3.3M +2% 16k 204.47
Chevron Corporation (CVX) 1.2 $3.1M 27k 117.34
Flexshares Tr Ready Acc Vari (RAVI) 1.2 $3.1M -4% 41k 75.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $3.0M 49k 61.29
JPMorgan Chase & Co. (JPM) 1.1 $2.9M 18k 158.34
salesforce (CRM) 1.0 $2.8M 11k 254.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $2.8M +4% 20k 140.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $2.8M +74% 19k 148.18
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.7M 35k 78.68
Intercontinental Exchange (ICE) 0.9 $2.5M 18k 136.78
Kla Corp Com New (KLAC) 0.9 $2.5M 5.8k 430.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $2.4M +22% 57k 41.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $2.3M -4% 18k 128.68
Caterpillar (CAT) 0.9 $2.3M 11k 206.72
Facebook Cl A (FB) 0.9 $2.3M 6.8k 336.40
Flexshares Tr Stoxx Globr Inf (NFRA) 0.8 $2.3M +5% 40k 57.36
Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.8 $2.2M +5% 29k 74.10
Amazon (AMZN) 0.8 $2.2M 651.00 3334.87
Allstate Corporation (ALL) 0.8 $2.0M -2% 17k 117.66
Exxon Mobil Corporation (XOM) 0.7 $2.0M 33k 61.18
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $2.0M +27% 23k 87.00
Wal-Mart Stores (WMT) 0.7 $1.9M 13k 144.66
Coca-Cola Company (KO) 0.7 $1.9M 32k 59.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.9M +44% 20k 92.76
Danaher Corporation (DHR) 0.7 $1.8M 5.5k 329.09
Eli Lilly & Co. (LLY) 0.7 $1.8M 6.5k 276.19
Ishares Tr Barclays 7 10 Yr (IEF) 0.6 $1.7M +27% 15k 115.02
Pepsi (PEP) 0.6 $1.7M 9.7k 173.73
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.6 $1.7M +5% 16k 105.81
Paypal Holdings (PYPL) 0.6 $1.6M +2% 8.4k 188.56
Select Sector Spdr Tr Sbi Materials (XLB) 0.6 $1.6M 17k 90.59
Accenture Plc Ireland Shs Class A (ACN) 0.6 $1.6M 3.8k 414.63
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $1.6M -7% 14k 112.80
Johnson & Johnson (JNJ) 0.6 $1.6M -2% 9.1k 171.05
Cme (CME) 0.5 $1.5M 6.5k 228.46
Home Depot (HD) 0.5 $1.5M -2% 3.6k 415.10
American Express Company (AXP) 0.5 $1.5M 8.9k 163.58
NVIDIA Corporation (NVDA) 0.5 $1.4M +3% 4.9k 294.14
Comcast Corp Cl A (CMCSA) 0.5 $1.4M 28k 50.32
CVS Caremark Corporation (CVS) 0.5 $1.4M 14k 103.17
Dollar Tree (DLTR) 0.5 $1.4M -4% 9.7k 140.57
Intel Corporation (INTC) 0.5 $1.3M -16% 26k 51.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.3M +59% 12k 107.40
Automatic Data Processing (ADP) 0.5 $1.3M 5.4k 246.54
Select Sector Spdr Tr Financial (XLF) 0.5 $1.3M +8% 34k 39.05
Us Bancorp Del Com New (USB) 0.5 $1.3M 23k 56.17
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.5 $1.3M 23k 53.97
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $1.2M 2.7k 458.07
TJX Companies (TJX) 0.4 $1.2M 16k 75.91
Wells Fargo & Company (WFC) 0.4 $1.2M 25k 47.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M -3% 4.9k 241.37
Select Sector Spdr Tr Energy (XLE) 0.4 $1.2M +2% 21k 55.50
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $1.1M 22k 51.83
Select Sector Spdr Tr Communication (XLC) 0.4 $1.1M -3% 15k 77.67
Union Pacific Corporation (UNP) 0.4 $1.1M 4.5k 251.84
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $1.1M +5% 15k 77.11
Abbvie (ABBV) 0.4 $1.1M 8.1k 135.40
American Tower Reit (AMT) 0.4 $1.1M 3.7k 292.57
Lauder Estee Cos Cl A (EL) 0.4 $1.1M 2.9k 370.36
Marsh & McLennan Companies (MMC) 0.4 $1.1M 6.2k 173.79
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $1.0M -2% 15k 71.61
Mondelez Intl Cl A (MDLZ) 0.4 $968k 15k 66.32
Adobe Systems Incorporated (ADBE) 0.3 $943k +2% 1.7k 567.05
Oracle Corporation (ORCL) 0.3 $935k 11k 87.18
Dominion Resources (D) 0.3 $929k 12k 78.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $875k 2.9k 299.15
Prologis (PLD) 0.3 $875k 5.2k 168.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $784k +18% 9.7k 80.44
Masco Corporation (MAS) 0.3 $734k 10k 70.26
Nextera Energy (NEE) 0.3 $724k +5% 7.8k 93.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $710k 6.1k 115.96
Ishares Tr National Mun Etf (MUB) 0.3 $709k 6.1k 116.23
McDonald's Corporation (MCD) 0.3 $690k 2.6k 268.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $690k +13% 6.7k 102.33
Boeing Company (BA) 0.3 $687k +5% 3.4k 201.29
Norfolk Southern (NSC) 0.3 $677k 2.3k 297.84
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $657k -3% 3.8k 171.67
Cisco Systems (CSCO) 0.2 $650k 10k 63.41
Jacobs Engineering (J) 0.2 $640k 4.6k 139.13
Tapestry (TPR) 0.2 $632k 16k 40.62
Honeywell International (HON) 0.2 $629k 3.0k 208.42
Zimmer Holdings (ZBH) 0.2 $620k -37% 4.9k 127.02
Verizon Communications (VZ) 0.2 $613k -7% 12k 51.92
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $596k +25% 4.4k 135.45
BlackRock (BLK) 0.2 $582k 636.00 915.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $525k +39% 8.9k 59.23
Moody's Corporation (MCO) 0.2 $523k 1.3k 390.30
Fortive (FTV) 0.2 $519k 6.8k 76.27
Chipotle Mexican Grill (CMG) 0.2 $502k 287.00 1749.13
Raytheon Technologies Corp (RTX) 0.2 $487k 5.7k 86.06
Merck & Co (MRK) 0.2 $485k -21% 6.3k 76.58
Citigroup Com New (C) 0.2 $470k 7.8k 60.37
FedEx Corporation (FDX) 0.2 $449k 1.7k 258.64
Bank Of Montreal Cadcom (BMO) 0.2 $431k 4.0k 107.75
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $423k -11% 10k 42.19
3M Company (MMM) 0.2 $412k 2.3k 177.66
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $404k 10k 39.81
Tesla Motors (TSLA) 0.1 $396k 375.00 1056.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $387k -56% 7.9k 48.85
T. Rowe Price (TROW) 0.1 $380k -4% 1.9k 196.79
Bank of America Corporation (BAC) 0.1 $376k 8.4k 44.54
Glaxosmithkline Sponsored Adr (GSK) 0.1 $374k 8.5k 44.04
Activision Blizzard (ATVI) 0.1 $372k +34% 5.6k 66.46
Starbucks Corporation (SBUX) 0.1 $364k -3% 3.1k 117.00
Ishares Tr Residential Mult (REZ) 0.1 $354k 3.6k 98.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $349k 3.3k 105.76
United Parcel Service CL B (UPS) 0.1 $334k 1.6k 214.10
Fortune Brands (FBHS) 0.1 $334k 3.1k 106.88
Pinterest Cl A (PINS) 0.1 $333k 9.2k 36.36
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $330k NEW 6.1k 53.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $314k 661.00 475.04
At&t (T) 0.1 $304k 12k 24.58
International Business Machines (IBM) 0.1 $299k 2.2k 133.78
Ishares Tr Global Reit Etf (REET) 0.1 $294k 9.6k 30.56
General Electric Com New (GE) 0.1 $287k 3.0k 94.50
Target Corporation (TGT) 0.1 $287k 1.2k 231.27
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $287k -43% 9.0k 32.07
Xilinx (XLNX) 0.1 $284k NEW 1.3k 211.94
Flexshares Tr Cr Scored Long (LKOR) 0.1 $275k +30% 4.6k 59.15
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $274k 803.00 341.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $272k 2.1k 132.68
Duke Energy Corp Com New (DUK) 0.1 $262k 2.5k 104.80
Air Products & Chemicals (APD) 0.1 $251k 825.00 304.24
Vanguard World Fds Materials Etf (VAW) 0.1 $248k 1.3k 196.51
Dupont De Nemours (DD) 0.1 $248k 3.1k 80.68
Alphabet Cap Stk Cl C (GOOG) 0.1 $237k NEW 82.00 2890.24
Costco Wholesale Corporation (COST) 0.1 $233k NEW 411.00 566.91
Boston Properties (BXP) 0.1 $230k 2.0k 115.00
Halliburton Company (HAL) 0.1 $228k 10k 22.86
Xerox Holdings Corp Com New (XRX) 0.1 $222k NEW 9.8k 22.60
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $217k 4.0k 54.14
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $215k NEW 3.8k 56.65
Bristol Myers Squibb (BMY) 0.1 $209k -10% 3.4k 62.20
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $204k NEW 2.9k 69.65

Past Filings by Boltwood Capital Management

SEC 13F filings are viewable for Boltwood Capital Management going back to 2012

View all past filings