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 March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.0 $16M +9% 421k 37.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $7.7M 219k 35.36
Flexshares Tr Hig Yld Vl Etf (HYGV) 2.8 $6.2M +28% 126k 49.53
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $5.8M -3% 54k 108.54
Flexshares Tr Discp Dur Mbs (MBSD) 2.5 $5.6M +64% 234k 23.88
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $5.6M 21k 260.27
Apple (AAPL) 2.3 $5.1M -2% 42k 122.15
Ishares Tr Mbs Etf (MBB) 2.1 $4.7M +70% 43k 108.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $4.6M +5% 146k 31.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $4.4M +6% 46k 96.72
Microsoft Corporation (MSFT) 1.9 $4.4M -3% 19k 235.79
Walt Disney Company (DIS) 1.8 $4.0M -6% 22k 184.53
Lowe's Companies (LOW) 1.7 $3.9M 20k 190.17
Ishares Tr Calif Mun Bd Etf (CMF) 1.7 $3.8M 61k 62.12

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Procter & Gamble Company (PG) 1.5 $3.3M 25k 135.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $3.2M 53k 60.69
Microchip Technology (MCHP) 1.4 $3.1M 20k 155.20
Select Sector Spdr Tr Technology (XLK) 1.3 $3.0M -8% 23k 132.79
Abbott Laboratories (ABT) 1.3 $3.0M -6% 25k 119.83
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.9M -3% 1.4k 2062.86
Chevron Corporation (CVX) 1.3 $2.9M +2% 28k 104.80
JPMorgan Chase & Co. (JPM) 1.2 $2.8M -7% 18k 152.23
Ishares Tr Msci Eafe Etf (EFA) 1.2 $2.6M 35k 75.87
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $2.5M 15k 168.09
Pfizer (PFE) 1.1 $2.4M -6% 68k 36.23
Flexshares Tr Cr Scd Us Bd (SKOR) 1.1 $2.4M +56% 45k 53.51
salesforce (CRM) 1.1 $2.4M 11k 211.88
Caterpillar (CAT) 1.0 $2.4M 10k 231.85
Flexshares Tr Mornstar Upstr (GUNR) 1.0 $2.2M +10% 61k 36.18
Amazon (AMZN) 0.9 $2.1M 686.00 3094.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $2.1M -10% 18k 116.76
Facebook Cl A (FB) 0.9 $2.1M 7.0k 294.54
Intercontinental Exchange (ICE) 0.9 $2.0M -4% 18k 111.67
Allstate Corporation (ALL) 0.9 $2.0M -6% 18k 114.89
Paypal Holdings (PYPL) 0.9 $2.0M -9% 8.3k 242.87
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $2.0M 45k 43.78
Kla Corp Com New (KLAC) 0.9 $2.0M -15% 6.0k 330.43
Oracle Corporation (ORCL) 0.9 $2.0M 28k 70.16
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $2.0M +95% 15k 129.90
Intel Corporation (INTC) 0.9 $1.9M 30k 64.00
Exxon Mobil Corporation (XOM) 0.8 $1.9M -3% 33k 55.83
Wal-Mart Stores (WMT) 0.8 $1.8M 13k 135.80
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.8 $1.8M -20% 16k 111.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.8M -24% 19k 93.04
Flexshares Tr Stoxx Globr Inf (NFRA) 0.8 $1.8M +23% 31k 56.14
Coca-Cola Company (KO) 0.8 $1.7M 33k 52.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $1.6M 18k 87.17
Johnson & Johnson (JNJ) 0.7 $1.6M -3% 9.5k 164.34
Flexshares Tr Ready Acc Vari (RAVI) 0.7 $1.6M +15% 21k 76.15
Comcast Corp Cl A (CMCSA) 0.7 $1.6M 29k 54.12
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.6 $1.4M 15k 98.47
Pepsi (PEP) 0.6 $1.4M 9.8k 141.45
Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.6 $1.4M +28% 23k 60.67
Select Sector Spdr Tr Sbi Materials (XLB) 0.6 $1.3M 17k 78.78
Cme (CME) 0.6 $1.3M 6.5k 204.15
Danaher Corporation (DHR) 0.6 $1.3M -5% 5.7k 225.15
Us Bancorp Del Com New (USB) 0.6 $1.3M 23k 55.30
American Express Company (AXP) 0.6 $1.3M -6% 9.0k 141.44
Eli Lilly & Co. (LLY) 0.5 $1.2M -8% 6.6k 186.76
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.5 $1.2M -6% 24k 50.26
Zimmer Holdings (ZBH) 0.5 $1.2M -4% 7.5k 160.12
Dollar Tree (DLTR) 0.5 $1.2M +2% 10k 114.50
Home Depot (HD) 0.5 $1.1M -3% 3.6k 305.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M -4% 5.3k 206.63
TJX Companies (TJX) 0.5 $1.1M +2% 17k 66.14
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $1.1M +3% 17k 64.03
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.0M +7% 3.7k 276.15
CVS Caremark Corporation (CVS) 0.5 $1.0M 14k 75.25
Automatic Data Processing (ADP) 0.5 $1.0M -2% 5.4k 188.39
Select Sector Spdr Tr Communication (XLC) 0.5 $1.0M 14k 73.32
Union Pacific Corporation (UNP) 0.4 $997k 4.5k 220.33
Wells Fargo & Company (WFC) 0.4 $981k -16% 25k 39.09
Dominion Resources (D) 0.4 $966k -7% 13k 75.97
American Tower Reit (AMT) 0.4 $961k 4.0k 239.11
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $923k 14k 68.30
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.4 $921k -3% 27k 34.03
Abbvie (ABBV) 0.4 $916k 8.5k 108.22
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $896k -3% 2.5k 358.40
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $889k -9% 23k 39.48
Mondelez Intl Cl A (MDLZ) 0.4 $878k 15k 58.50
Lauder Estee Cos Cl A (EL) 0.4 $863k -6% 3.0k 290.77
Select Sector Spdr Tr Energy (XLE) 0.4 $853k +9% 17k 49.04
Verizon Communications (VZ) 0.4 $825k -7% 14k 58.16
Marsh & McLennan Companies (MMC) 0.3 $766k 6.3k 121.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $736k -2% 2.9k 255.56
Ishares Tr National Mun Etf (MUB) 0.3 $708k 6.1k 116.07
Honeywell International (HON) 0.3 $690k +2% 3.2k 217.05
Tapestry (TPR) 0.3 $686k -10% 17k 41.24
Boeing Company (BA) 0.3 $678k +9% 2.7k 254.89
Masco Corporation (MAS) 0.3 $659k 11k 59.93
Merck & Co (MRK) 0.3 $635k -5% 8.2k 77.07
T. Rowe Price (TROW) 0.3 $618k 3.6k 171.67
McDonald's Corporation (MCD) 0.3 $618k 2.8k 223.99
Norfolk Southern (NSC) 0.3 $617k -2% 2.3k 268.61
Jacobs Engineering (J) 0.3 $608k -2% 4.7k 129.36
Pinterest Cl A (PINS) 0.3 $595k NEW 8.0k 74.06
NVIDIA Corporation (NVDA) 0.3 $584k NEW 1.1k 534.31
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $565k 3.8k 147.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $562k 6.1k 91.79
Citigroup Com New (C) 0.2 $555k +14% 7.6k 72.69
Fortive (FTV) 0.2 $553k 7.8k 70.70
Prologis (PLD) 0.2 $551k 5.2k 105.96
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $528k +31% 4.7k 112.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $488k +15% 4.5k 107.77
Raytheon Technologies Corp (RTX) 0.2 $481k -2% 6.2k 77.31
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $471k -2% 3.6k 129.90
Nextera Energy (NEE) 0.2 $469k -3% 6.2k 75.65
Alexion Pharmaceuticals (ALXN) 0.2 $455k -6% 3.0k 152.94
3M Company (MMM) 0.2 $447k 2.3k 192.76
BlackRock (BLK) 0.2 $440k NEW 583.00 754.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $434k 5.8k 74.38
Starbucks Corporation (SBUX) 0.2 $427k -3% 3.9k 109.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $419k 7.8k 53.39
Moody's Corporation (MCO) 0.2 $417k -9% 1.4k 298.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $409k 4.1k 99.76
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $407k -15% 8.1k 50.03
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $398k NEW 10k 39.02
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $397k NEW 12k 32.08
At&t (T) 0.2 $376k 12k 30.24
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $372k +41% 2.7k 135.52
Bank Of Montreal Cadcom (BMO) 0.2 $356k 4.0k 89.00
General Electric Company (GE) 0.2 $356k 27k 13.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $349k 3.3k 105.76
Duke Energy Corp Com New (DUK) 0.1 $333k 3.4k 96.66
International Business Machines (IBM) 0.1 $331k -5% 2.5k 133.20
Bank of America Corporation (BAC) 0.1 $319k -4% 8.2k 38.70
Cisco Systems (CSCO) 0.1 $318k -13% 6.2k 51.71
United Parcel Service CL B (UPS) 0.1 $302k 1.8k 170.14
Fortune Brands (FBHS) 0.1 $299k 3.1k 95.68
Bristol Myers Squibb (BMY) 0.1 $290k -4% 4.6k 63.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $288k -18% 726.00 396.69
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $287k 4.9k 59.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $267k -8% 2.1k 130.24
Ishares Tr Residential Mult (REZ) 0.1 $266k 3.6k 73.89
Adobe Systems Incorporated (ADBE) 0.1 $261k -11% 548.00 476.28
Glaxosmithkline Sponsored Adr (GSK) 0.1 $259k +19% 7.2k 35.73
Xerox Holdings Corp Com New (XRX) 0.1 $251k 10k 24.24
Tesla Motors (TSLA) 0.1 $250k -40% 375.00 666.67
Target Corporation (TGT) 0.1 $246k 1.2k 198.23
Ishares Tr Global Reit Etf (REET) 0.1 $245k 9.6k 25.47
Dupont De Nemours (DD) 0.1 $238k 3.1k 77.42
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $237k 803.00 295.14
Alphabet Cap Stk Cl C (GOOG) 0.1 $232k -25% 112.00 2071.43
Air Products & Chemicals (APD) 0.1 $232k 825.00 281.21
Halliburton Company (HAL) 0.1 $225k -6% 11k 21.48
Vanguard World Fds Materials Etf (VAW) 0.1 $220k NEW 1.3k 172.82
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $206k -6% 4.0k 51.40
Boston Properties (BXP) 0.1 $203k NEW 2.0k 101.50

Past Filings by Boltwood Capital Management

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

View all past filings