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Buttonwood Financial Group

Latest statistics and disclosures from Buttonwood Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, DYNF, QUAL, AVUS, SPYG, and represent 68.74% of Buttonwood Financial Group's stock portfolio.
Added to shares of these 10 stocks: MTUM (+$5.2M), IAU, HYDB, SPTL, XCEM, SPLG, MBB, IVW, BINC, QUAL.
Started 4 new stock positions in IAU, HYDB, MTUM, IVW.
Reduced shares in these 10 stocks: DYNF, SPYG, AVUS, IYW, IGEB, EUSB, ESGE, AOR, LCTU, DSI.
Sold out of its positions in ESGE, IGEB, EUSB.
Buttonwood Financial Group was a net buyer of stock by $6.4M.
Buttonwood Financial Group has $181M in assets under management (AUM), dropping by 8.31%.
Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	21.1	$38M		532k	71.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	13.3	$24M	-4%	453k	53.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	12.4	$23M		122k	184.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	12.0	$22M		213k	101.22	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	9.9	$18M	-3%	195k	92.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	6.5	$12M	-2%	71k	164.69	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	3.8	$6.9M	+5%	264k	26.12	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	3.6	$6.5M	+4%	214k	30.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.9	$5.2M	NEW	23k	222.97	View chart
Ishares Tr Mbs Etf (MBB)	2.7	$4.9M	+6%	53k	91.65	View chart
Vanguard World Mega Cap Index (MGC)	2.2	$3.9M		18k	220.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.5	$2.7M	+7%	53k	52.38	View chart
Ishares Tr Us Infrastruc (IFRA)	1.5	$2.7M		57k	48.45	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$2.1M	NEW	41k	52.31	View chart
Ishares Tr Aggres Alloc Etf (AOA)	1.0	$1.9M	+6%	24k	78.83	View chart
Ishares Tr Global Energ Etf (IXC)	0.9	$1.6M	+3%	39k	40.26	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$1.4M	+2%	22k	63.96	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.4	$738k	-7%	11k	66.39	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$594k	-10%	10k	58.45	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$565k	+2%	11k	52.34	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$519k	-2%	23k	22.76	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$512k	-8%	4.5k	114.98	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$386k	+9%	8.3k	46.53	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.2	$350k	+6%	5.2k	67.34	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$339k	NEW	7.1k	47.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$326k	-8%	2.4k	133.89	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$252k	+7%	4.4k	57.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$212k	NEW	2.0k	106.25	View chart

Past Filings by Buttonwood Financial Group

SEC 13F filings are viewable for Buttonwood Financial Group going back to 2022

Buttonwood Financial Group 2024 Q4 filed Jan. 31, 2025
Buttonwood Financial Group 2024 Q3 filed Oct. 15, 2024
Buttonwood Financial Group 2024 Q2 filed July 10, 2024
Buttonwood Financial Group 2024 Q1 filed April 11, 2024
Buttonwood Financial Group 2023 Q4 filed Jan. 8, 2024
Buttonwood Financial Group 2023 Q3 filed Oct. 31, 2023
Buttonwood Financial Group 2023 Q2 filed July 26, 2023
Buttonwood Financial Group 2023 Q1 filed May 8, 2023
Buttonwood Financial Group 2022 Q4 filed Jan. 23, 2023
Buttonwood Financial Group 2022 Q3 filed Nov. 14, 2022
Buttonwood Financial Group 2022 Q2 filed Aug. 5, 2022
Buttonwood Financial Group 2022 Q1 filed May 18, 2022

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