Boltwood Capital Management as of Dec. 31, 2015
Portfolio Holdings for Boltwood Capital Management
Boltwood Capital Management holds 96 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pfizer (PFE) | 9.7 | $11M | 327k | 32.28 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 4.3 | $4.7M | 108k | 43.41 | |
Wells Fargo & Company (WFC) | 3.3 | $3.6M | 67k | 54.36 | |
Exxon Mobil Corporation (XOM) | 3.0 | $3.3M | 42k | 77.95 | |
Chevron Corporation (CVX) | 2.8 | $3.1M | 35k | 89.70 | |
iShares S&P MidCap 400 Index (IJH) | 2.8 | $3.0M | 22k | 139.32 | |
iShares S&P SmallCap 600 Index (IJR) | 2.7 | $3.0M | 27k | 110.12 | |
Walt Disney Company (DIS) | 2.4 | $2.6M | 24k | 105.10 | |
Lowe's Companies (LOW) | 2.3 | $2.5M | 33k | 76.04 | |
Procter & Gamble Company (PG) | 2.3 | $2.5M | 31k | 79.42 | |
General Electric Company | 2.0 | $2.2M | 70k | 31.15 | |
Intel Corporation (INTC) | 1.9 | $2.1M | 61k | 34.45 | |
Danaher Corporation (DHR) | 1.9 | $2.1M | 22k | 92.89 | |
Johnson & Johnson (JNJ) | 1.8 | $1.9M | 19k | 102.74 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $1.9M | 28k | 66.04 | |
Microsoft Corporation (MSFT) | 1.7 | $1.8M | 33k | 55.47 | |
Coca-Cola Company (KO) | 1.6 | $1.8M | 42k | 42.96 | |
Allstate Corporation (ALL) | 1.6 | $1.7M | 27k | 62.08 | |
U.S. Bancorp (USB) | 1.4 | $1.6M | 37k | 42.68 | |
Consumer Discretionary SPDR (XLY) | 1.4 | $1.6M | 20k | 78.15 | |
E.I. du Pont de Nemours & Company | 1.4 | $1.5M | 22k | 66.59 | |
Verizon Communications (VZ) | 1.4 | $1.5M | 32k | 46.23 | |
Caterpillar (CAT) | 1.3 | $1.4M | 21k | 67.62 | |
Pepsi (PEP) | 1.2 | $1.4M | 14k | 99.91 | |
United Technologies Corporation | 1.2 | $1.3M | 14k | 96.07 | |
Dominion Resources (D) | 1.2 | $1.3M | 20k | 67.63 | |
Cisco Systems (CSCO) | 1.2 | $1.3M | 48k | 27.16 | |
Cme (CME) | 1.1 | $1.3M | 14k | 90.58 | |
Vanguard Total Stock Market ETF (VTI) | 1.1 | $1.2M | 12k | 104.31 | |
Wal-Mart Stores (WMT) | 1.1 | $1.2M | 20k | 61.30 | |
Teva Pharmaceutical Industries (TEVA) | 1.1 | $1.2M | 18k | 65.64 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.1 | $1.2M | 14k | 84.12 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.1 | $1.1M | 23k | 50.47 | |
iShares MSCI EAFE Index Fund (EFA) | 1.0 | $1.1M | 19k | 58.74 | |
Bristol Myers Squibb (BMY) | 1.0 | $1.1M | 16k | 68.79 | |
Microchip Technology (MCHP) | 0.9 | $1.0M | 22k | 46.33 | |
Oracle Corporation (ORCL) | 0.9 | $979k | 27k | 36.52 | |
Technology SPDR (XLK) | 0.9 | $968k | 23k | 42.84 | |
General Mills (GIS) | 0.9 | $952k | 17k | 57.67 | |
Financial Select Sector SPDR (XLF) | 0.9 | $934k | 39k | 23.82 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.8 | $892k | 8.5k | 104.63 | |
Merck & Co (MRK) | 0.8 | $869k | 17k | 52.83 | |
St. Jude Medical | 0.8 | $842k | 14k | 61.80 | |
salesforce (CRM) | 0.7 | $784k | 10k | 78.40 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.7 | $782k | 7.3k | 107.27 | |
V.F. Corporation (VFC) | 0.7 | $773k | 12k | 62.24 | |
Apple (AAPL) | 0.7 | $737k | 7.0k | 105.30 | |
Berkshire Hathaway (BRK.B) | 0.7 | $726k | 5.5k | 132.07 | |
Health Care SPDR (XLV) | 0.7 | $732k | 10k | 72.01 | |
Industrial SPDR (XLI) | 0.7 | $725k | 14k | 53.02 | |
Schwab U S Broad Market ETF (SCHB) | 0.7 | $723k | 15k | 49.03 | |
Abbvie (ABBV) | 0.7 | $708k | 12k | 59.24 | |
Cognizant Technology Solutions (CTSH) | 0.6 | $699k | 12k | 60.00 | |
Paccar (PCAR) | 0.6 | $688k | 15k | 47.37 | |
At&t (T) | 0.6 | $642k | 19k | 34.42 | |
Celgene Corporation | 0.6 | $641k | 5.4k | 119.81 | |
Halliburton Company (HAL) | 0.6 | $620k | 18k | 33.70 | |
Nucor Corporation (NUE) | 0.6 | $605k | 15k | 39.80 | |
PG&E Corporation (PCG) | 0.6 | $604k | 11k | 53.18 | |
Energy Select Sector SPDR (XLE) | 0.5 | $589k | 9.8k | 60.35 | |
Automatic Data Processing (ADP) | 0.5 | $534k | 6.3k | 84.76 | |
Xerox Corporation | 0.5 | $536k | 50k | 10.63 | |
Utilities SPDR (XLU) | 0.5 | $533k | 12k | 43.32 | |
Vanguard REIT ETF (VNQ) | 0.5 | $533k | 6.7k | 79.68 | |
Dick's Sporting Goods (DKS) | 0.5 | $528k | 15k | 35.32 | |
Home Depot (HD) | 0.5 | $509k | 3.8k | 132.35 | |
Abbott Laboratories (ABT) | 0.5 | $512k | 11k | 44.89 | |
Duke Energy (DUK) | 0.5 | $507k | 7.1k | 71.46 | |
Red Hat | 0.4 | $466k | 5.6k | 82.84 | |
Materials SPDR (XLB) | 0.4 | $465k | 11k | 43.40 | |
International Business Machines (IBM) | 0.4 | $458k | 3.3k | 137.50 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $450k | 4.1k | 109.68 | |
3M Company (MMM) | 0.4 | $435k | 2.9k | 150.57 | |
Schwab International Equity ETF (SCHF) | 0.4 | $428k | 16k | 27.55 | |
Vanguard Information Technology ETF (VGT) | 0.4 | $395k | 3.7k | 108.22 | |
Schlumberger (SLB) | 0.3 | $377k | 5.4k | 69.75 | |
American Express Company (AXP) | 0.3 | $367k | 5.3k | 69.49 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $374k | 481.00 | 777.55 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $364k | 480.00 | 758.33 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $347k | 4.2k | 83.07 | |
McDonald's Corporation (MCD) | 0.3 | $326k | 2.8k | 117.99 | |
EOG Resources (EOG) | 0.3 | $315k | 4.5k | 70.08 | |
Chubb Corporation | 0.3 | $305k | 2.3k | 132.67 | |
Union Pacific Corporation (UNP) | 0.3 | $309k | 4.0k | 78.23 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $308k | 2.7k | 114.07 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $305k | 3.9k | 77.87 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $282k | 5.4k | 52.05 | |
Amazon (AMZN) | 0.2 | $276k | 409.00 | 674.82 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $270k | 2.6k | 105.76 | |
T. Rowe Price (TROW) | 0.2 | $257k | 3.6k | 71.39 | |
Boston Properties (BXP) | 0.2 | $255k | 2.0k | 127.50 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $254k | 3.2k | 80.53 | |
iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.2 | $228k | 3.6k | 63.33 | |
Walgreen Boots Alliance (WBA) | 0.2 | $229k | 2.7k | 85.04 | |
Prologis (PLD) | 0.2 | $223k | 5.2k | 42.88 | |
Hitachi | 0.1 | $62k | 11k | 5.64 |