Boltwood Capital Management as of March 31, 2016
Portfolio Holdings for Boltwood Capital Management
Boltwood Capital Management holds 100 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pfizer (PFE) | 8.2 | $9.4M | 316k | 29.64 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 4.2 | $4.8M | 111k | 43.15 | |
Exxon Mobil Corporation (XOM) | 3.1 | $3.5M | 42k | 83.59 | |
Chevron Corporation (CVX) | 3.1 | $3.5M | 37k | 95.39 | |
Wells Fargo & Company (WFC) | 3.0 | $3.4M | 71k | 48.36 | |
iShares S&P MidCap 400 Index (IJH) | 2.7 | $3.1M | 22k | 144.20 | |
iShares S&P SmallCap 600 Index (IJR) | 2.7 | $3.0M | 27k | 112.58 | |
Procter & Gamble Company (PG) | 2.3 | $2.6M | 31k | 82.30 | |
Walt Disney Company (DIS) | 2.0 | $2.3M | 23k | 99.33 | |
Lowe's Companies (LOW) | 2.0 | $2.3M | 30k | 75.75 | |
General Electric Company | 2.0 | $2.2M | 70k | 31.79 | |
Danaher Corporation (DHR) | 1.9 | $2.1M | 23k | 94.84 | |
Johnson & Johnson (JNJ) | 1.8 | $2.0M | 18k | 108.19 | |
Intel Corporation (INTC) | 1.8 | $2.0M | 61k | 32.35 | |
Coca-Cola Company (KO) | 1.7 | $1.9M | 42k | 46.40 | |
Microsoft Corporation (MSFT) | 1.6 | $1.9M | 34k | 55.22 | |
Verizon Communications (VZ) | 1.5 | $1.7M | 32k | 54.08 | |
Allstate Corporation (ALL) | 1.4 | $1.6M | 24k | 67.39 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $1.5M | 25k | 59.23 | |
American Express Company (AXP) | 1.3 | $1.5M | 24k | 61.40 | |
Dominion Resources (D) | 1.3 | $1.5M | 20k | 75.13 | |
Industrial SPDR (XLI) | 1.3 | $1.5M | 26k | 55.49 | |
U.S. Bancorp (USB) | 1.2 | $1.4M | 35k | 40.59 | |
E.I. du Pont de Nemours & Company | 1.2 | $1.4M | 22k | 63.30 | |
United Technologies Corporation | 1.2 | $1.4M | 14k | 100.07 | |
Pepsi (PEP) | 1.2 | $1.4M | 14k | 102.49 | |
Cisco Systems (CSCO) | 1.2 | $1.4M | 49k | 28.47 | |
Consumer Discretionary SPDR (XLY) | 1.2 | $1.4M | 17k | 79.12 | |
Wal-Mart Stores (WMT) | 1.2 | $1.3M | 20k | 68.48 | |
Apple (AAPL) | 1.1 | $1.3M | 12k | 109.01 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.1 | $1.3M | 15k | 86.93 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.1 | $1.2M | 23k | 53.04 | |
Vanguard Total Stock Market ETF (VTI) | 1.1 | $1.2M | 12k | 104.83 | |
Microchip Technology (MCHP) | 1.0 | $1.1M | 24k | 48.22 | |
General Mills (GIS) | 1.0 | $1.1M | 18k | 63.36 | |
Oracle Corporation (ORCL) | 1.0 | $1.1M | 27k | 40.91 | |
Merck & Co (MRK) | 0.9 | $1.1M | 20k | 52.93 | |
Technology SPDR (XLK) | 0.9 | $1.1M | 24k | 44.37 | |
Intercontinental Exchange (ICE) | 0.9 | $1.0M | 4.3k | 235.09 | |
Bristol Myers Squibb (BMY) | 0.9 | $993k | 16k | 63.90 | |
iShares MSCI EAFE Index Fund (EFA) | 0.9 | $990k | 17k | 57.13 | |
Schwab U S Broad Market ETF (SCHB) | 0.8 | $956k | 19k | 49.27 | |
United Parcel Service (UPS) | 0.8 | $903k | 8.6k | 105.43 | |
Nordstrom (JWN) | 0.8 | $898k | 16k | 57.22 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.8 | $899k | 8.5k | 105.45 | |
Financial Select Sector SPDR (XLF) | 0.7 | $828k | 37k | 22.50 | |
St. Jude Medical | 0.7 | $815k | 15k | 54.97 | |
V.F. Corporation (VFC) | 0.7 | $802k | 12k | 64.76 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.7 | $800k | 7.3k | 109.74 | |
Berkshire Hathaway (BRK.B) | 0.7 | $780k | 5.5k | 141.90 | |
Cognizant Technology Solutions (CTSH) | 0.7 | $756k | 12k | 62.74 | |
Caterpillar (CAT) | 0.7 | $746k | 9.7k | 76.52 | |
salesforce (CRM) | 0.7 | $753k | 10k | 73.82 | |
At&t (T) | 0.6 | $727k | 19k | 39.19 | |
Schwab International Equity ETF (SCHF) | 0.6 | $732k | 27k | 27.11 | |
Nucor Corporation (NUE) | 0.6 | $714k | 15k | 47.28 | |
Dick's Sporting Goods (DKS) | 0.6 | $691k | 15k | 46.77 | |
Health Care SPDR (XLV) | 0.6 | $681k | 10k | 67.79 | |
PG&E Corporation (PCG) | 0.6 | $678k | 11k | 59.69 | |
Abbvie (ABBV) | 0.6 | $683k | 12k | 57.15 | |
Halliburton Company (HAL) | 0.6 | $663k | 19k | 35.74 | |
McKesson Corporation (MCK) | 0.6 | $642k | 4.1k | 157.16 | |
Cme (CME) | 0.6 | $639k | 6.7k | 96.09 | |
Utilities SPDR (XLU) | 0.5 | $611k | 12k | 49.63 | |
Automatic Data Processing (ADP) | 0.5 | $565k | 6.3k | 89.68 | |
Xerox Corporation | 0.5 | $563k | 50k | 11.17 | |
Duke Energy (DUK) | 0.5 | $572k | 7.1k | 80.62 | |
Energy Select Sector SPDR (XLE) | 0.5 | $561k | 9.1k | 61.92 | |
Vanguard REIT ETF (VNQ) | 0.5 | $561k | 6.7k | 83.87 | |
Celgene Corporation | 0.5 | $540k | 5.4k | 100.00 | |
Home Depot (HD) | 0.5 | $513k | 3.8k | 133.39 | |
International Business Machines (IBM) | 0.5 | $507k | 3.3k | 151.52 | |
Biogen Idec (BIIB) | 0.4 | $500k | 1.9k | 260.42 | |
Abbott Laboratories (ABT) | 0.4 | $477k | 11k | 41.82 | |
3M Company (MMM) | 0.4 | $481k | 2.9k | 166.49 | |
Materials SPDR (XLB) | 0.4 | $479k | 11k | 44.77 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $470k | 4.1k | 114.55 | |
Red Hat | 0.4 | $449k | 6.0k | 74.52 | |
Schlumberger (SLB) | 0.4 | $404k | 5.5k | 73.72 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $400k | 3.7k | 109.59 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.3 | $376k | 7.1k | 52.80 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $367k | 481.00 | 762.99 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $358k | 480.00 | 745.83 | |
McDonald's Corporation (MCD) | 0.3 | $347k | 2.8k | 125.59 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $354k | 4.1k | 86.30 | |
EOG Resources (EOG) | 0.3 | $332k | 4.6k | 72.65 | |
Union Pacific Corporation (UNP) | 0.3 | $314k | 4.0k | 79.49 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $321k | 2.7k | 118.89 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $318k | 3.9k | 81.18 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $309k | 5.9k | 51.98 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $282k | 3.5k | 81.72 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $271k | 2.6k | 106.15 | |
T. Rowe Price (TROW) | 0.2 | $264k | 3.6k | 73.33 | |
Boston Properties (BXP) | 0.2 | $254k | 2.0k | 127.00 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.2 | $255k | 12k | 20.81 | |
Amazon (AMZN) | 0.2 | $243k | 409.00 | 594.13 | |
iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.2 | $238k | 3.6k | 66.11 | |
Prologis (PLD) | 0.2 | $230k | 5.2k | 44.23 | |
Walgreen Boots Alliance (WBA) | 0.2 | $227k | 2.7k | 84.29 | |
Hitachi | 0.0 | $51k | 11k | 4.64 |