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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, QUAL, AVUS, SPYG, DYNF, and represent 59.05% of Buttonwood Financial Group's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$13M), SPYV (+$8.9M), SPYG (+$7.6M), BINC, XCEM, SPAB, MBB, IXC, QUAL, DMXF.
Started 5 new stock positions in DMXF, SPYV, SPAB, DYNF, BINC.
Reduced shares in these 10 stocks: EFV (-$5.8M), MGC, TFLO, USMV, SPLG, IYE, LQD, IYW, AOA, ESGU.
Sold out of its positions in LQD, IYE, TFLO.
Buttonwood Financial Group was a net buyer of stock by $21M.
Buttonwood Financial Group has $169M in assets under management (AUM), dropping by 23.04%.
Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 29 positions in its portfolio as reported in the March 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	$36M	-5%	581k	61.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	11.6	$20M	+2%	119k	164.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	9.3	$16M		176k	89.50	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	9.1	$15M	+96%	211k	73.15	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	7.9	$13M	NEW	300k	44.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	6.0	$10M	-2%	75k	135.06	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	5.2	$8.9M	NEW	177k	50.10	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	4.5	$7.6M		272k	27.94	View chart
Ishares Tr Eafe Value Etf (EFV)	4.1	$6.9M	-45%	127k	54.40	View chart
Ishares Tr Global Energ Etf (IXC)	2.9	$4.8M	+46%	113k	42.95	View chart
Ishares Tr Mbs Etf (MBB)	2.6	$4.4M	+57%	48k	92.42	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	2.4	$4.1M	+100%	133k	31.10	View chart
Vanguard World Mega Cap Index (MGC)	2.1	$3.6M	-54%	19k	186.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.5	$2.5M	-46%	30k	83.58	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.4	$2.4M	NEW	46k	52.46	View chart
Ishares Tr Us Infrastruc (IFRA)	1.4	$2.4M	+2%	55k	43.36	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$1.7M	+8%	16k	107.42	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$1.7M	NEW	68k	25.28	View chart
Ishares Tr Aggres Alloc Etf (AOA)	1.0	$1.6M		22k	73.46	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$1.5M	+7%	33k	45.59	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$1.3M		21k	63.85	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.4	$680k	+30%	12k	57.41	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.4	$673k		12k	55.67	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$484k	+29%	4.8k	100.81	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$442k	+67%	19k	22.99	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$410k	+29%	9.1k	45.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$335k		2.9k	114.97	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$307k	+33%	6.5k	47.06	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$233k	NEW	3.4k	68.13	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 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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