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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 70.92% of Buttonwood Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$9.9M), AVUS, XCEM, EMXC, EUSB, ESGE, DMXF, SUSC, USXF, EAGG.
Started 3 new stock positions in EMXC, EUSB, ESGE.
Reduced shares in these 10 stocks: SPYG (-$9.9M), , EFV (-$6.7M), TIP, IUSB, SPTL, , QUAL, MGC, IYW.
Sold out of its positions in TIP, EFV, IUSB, SPYV, SPAB.
Buttonwood Financial Group was a net seller of stock by $-16M.
Buttonwood Financial Group has $167M in assets under management (AUM), dropping by -4.91%.
Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 27 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	21.4	$36M	+38%	528k	67.51	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	14.0	$23M		472k	49.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	13.1	$22M		121k	179.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	12.4	$21M	+21%	217k	95.15	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	10.1	$17M	-37%	202k	82.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	6.6	$11M		73k	151.61	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	4.4	$7.3M	-11%	252k	29.07	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	4.0	$6.7M	+17%	204k	32.67	View chart
Ishares Tr Mbs Etf (MBB)	2.9	$4.8M		50k	95.81	View chart
Vanguard World Mega Cap Index (MGC)	2.2	$3.7M	-5%	18k	206.64	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.6	$2.6M		49k	53.53	View chart
Ishares Tr Us Infrastruc (IFRA)	1.6	$2.6M		56k	46.97	View chart
Ishares Tr Aggres Alloc Etf (AOA)	1.1	$1.8M		22k	78.91	View chart
Ishares Tr Global Energ Etf (IXC)	0.9	$1.5M		38k	40.48	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$1.5M		22k	66.37	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.5	$753k	-4%	12k	62.74	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.4	$673k	-9%	11k	59.24	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$555k	+8%	23k	23.79	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$528k	-6%	4.9k	108.79	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$519k	+8%	11k	49.08	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$367k	+11%	7.5k	48.59	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.2	$353k	+31%	4.9k	72.04	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$334k	+6%	2.7k	126.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$251k	NEW	4.1k	61.07	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$226k	-3%	4.9k	46.47	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$221k	NEW	5.0k	44.30	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$206k	NEW	5.7k	36.41	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 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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