Buttonwood Financial Advisors

Buttonwood Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 99 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 8.6 $16M 186k 84.87
Microsoft Corporation (MSFT) 6.4 $12M 31k 376.04
Fidelity Covington Trust Msci Hlth Care I (FHLC) 5.1 $9.4M 146k 64.69
Alphabet Cap Stk Cl A (GOOGL) 4.7 $8.5M 61k 139.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.4 $8.2M 23k 356.66
Meta Platforms Cl A (META) 3.9 $7.1M 20k 353.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.7 $6.7M 146k 46.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.4 $6.2M 131k 47.56
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 2.4 $4.5M 69k 64.62
Visa Com Cl A (V) 2.3 $4.2M 16k 260.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $4.1M 49k 82.04
Microchip Technology (MCHP) 2.0 $3.7M 41k 90.18
Amazon (AMZN) 2.0 $3.6M 24k 151.94
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $3.4M 20k 170.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.7 $3.1M 105k 29.23
Apple (AAPL) 1.7 $3.1M 16k 192.53
Markel Corporation (MKL) 1.5 $2.8M 2.0k 1420.08
Canadian Natural Resources (CNQ) 1.5 $2.8M 43k 65.52
Kenvue (KVUE) 1.4 $2.6M 120k 21.53
Charles Schwab Corporation (SCHW) 1.4 $2.5M 36k 68.80
Home Depot (HD) 1.4 $2.5M 7.2k 346.54
Exxon Mobil Corporation (XOM) 1.4 $2.5M 25k 99.98
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.4M 23k 105.23
Starbucks Corporation (SBUX) 1.3 $2.4M 25k 96.01
Emerson Electric (EMR) 1.3 $2.4M 24k 97.33
Accenture Plc Ireland Shs Class A (ACN) 1.2 $2.2M 6.2k 350.92
Walt Disney Company (DIS) 1.2 $2.2M 24k 90.29
American Express Company (AXP) 1.1 $2.1M 11k 187.34
Applied Materials (AMAT) 1.1 $2.0M 12k 162.07
Fiserv (FI) 1.1 $1.9M 15k 132.84
McDonald's Corporation (MCD) 0.9 $1.7M 5.9k 296.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $1.7M 22k 79.34
3M Company (MMM) 0.9 $1.7M 16k 109.32
Vanguard World Mega Cap Index (MGC) 0.9 $1.7M 9.8k 169.28
Booking Holdings (BKNG) 0.9 $1.6M 461.00 3547.22
Procter & Gamble Company (PG) 0.7 $1.4M 9.2k 146.54
CarMax (KMX) 0.7 $1.3M 18k 76.74
Lowe's Companies (LOW) 0.7 $1.3M 5.9k 222.55
BlackRock (BLK) 0.7 $1.2M 1.5k 811.83
UnitedHealth (UNH) 0.6 $1.2M 2.2k 526.47
Bank of America Corporation (BAC) 0.6 $1.2M 35k 33.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.1M 4.0k 277.18
Costco Wholesale Corporation (COST) 0.6 $1.1M 1.6k 659.91
Netflix (NFLX) 0.6 $1.1M 2.2k 486.77
Warner Bros Discovery Com Ser A (WBD) 0.6 $1.0M 89k 11.38
American Tower Reit (AMT) 0.5 $1.0M 4.7k 215.89
JPMorgan Chase & Co. (JPM) 0.5 $1.0M 5.9k 170.10
Pepsi (PEP) 0.5 $973k 5.7k 169.84
Intercontinental Exchange (ICE) 0.5 $889k 6.9k 128.43
Dominion Resources (D) 0.5 $874k 19k 47.00
Schlumberger Com Stk (SLB) 0.4 $824k 16k 52.04
General Electric Com New (GE) 0.4 $755k 5.9k 127.63
Coca-Cola Company (KO) 0.4 $748k 13k 58.93
United Parcel Service CL B (UPS) 0.4 $745k 4.7k 157.21
Lockheed Martin Corporation (LMT) 0.4 $697k 1.5k 453.32
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $673k 2.9k 232.61
Johnson & Johnson (JNJ) 0.3 $639k 4.1k 156.75
S&p Global (SPGI) 0.3 $636k 1.4k 440.61
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $635k 5.9k 108.25
Abbvie (ABBV) 0.3 $629k 4.1k 154.98
Abbott Laboratories (ABT) 0.3 $596k 5.4k 110.07
Paypal Holdings (PYPL) 0.3 $583k 9.5k 61.41
Vanguard World Mega Grwth Ind (MGK) 0.3 $576k 2.2k 259.47
General Dynamics Corporation (GD) 0.3 $570k 2.2k 259.70
Ishares Tr Rus 1000 Etf (IWB) 0.3 $564k 2.2k 262.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $561k 1.2k 475.35
Williams-Sonoma (WSM) 0.3 $541k 2.7k 201.78
Vanguard Index Fds Small Cp Etf (VB) 0.3 $527k 2.5k 213.35
Stryker Corporation (SYK) 0.3 $518k 1.7k 299.47
Duke Energy Corp Com New (DUK) 0.3 $503k 5.2k 97.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $498k 8.5k 58.33
Wal-Mart Stores (WMT) 0.3 $477k 3.0k 157.63
Automatic Data Processing (ADP) 0.3 $470k 2.0k 232.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $463k 2.0k 237.24
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $453k 3.8k 118.93
Alphabet Cap Stk Cl C (GOOG) 0.2 $422k 3.0k 140.93
Boeing Company (BA) 0.2 $399k 1.5k 260.69
Southern Company (SO) 0.2 $388k 5.5k 70.12
eBay (EBAY) 0.2 $373k 8.6k 43.62
Ishares Tr Core S&p500 Etf (IVV) 0.2 $363k 761.00 477.32
Vanguard Index Fds Growth Etf (VUG) 0.2 $351k 1.1k 310.83
Expeditors International of Washington (EXPD) 0.2 $347k 2.7k 127.21
Mccormick & Co Com Non Vtg (MKC) 0.2 $342k 5.0k 68.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $320k 2.2k 145.01
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $298k 518.00 576.10
Gentex Corporation (GNTX) 0.2 $289k 8.8k 32.66
Novartis Sponsored Adr (NVS) 0.2 $280k 2.8k 100.98
Pfizer (PFE) 0.1 $274k 9.5k 28.79
Nextera Energy (NEE) 0.1 $268k 4.4k 60.74
Oracle Corporation (ORCL) 0.1 $259k 2.5k 105.43
Yum! Brands (YUM) 0.1 $255k 2.0k 130.64
Cisco Systems (CSCO) 0.1 $252k 5.0k 50.52
Mondelez Intl Cl A (MDLZ) 0.1 $246k 3.4k 72.43
Eaton Corp SHS (ETN) 0.1 $241k 1.0k 240.82
Us Bancorp Del Com New (USB) 0.1 $234k 5.4k 43.28
Genuine Parts Company (GPC) 0.1 $229k 1.7k 138.47
First Trust Enhanced Equity Income Fund (FFA) 0.1 $211k 12k 18.27
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $205k 1.8k 114.05
Raytheon Technologies Corp (RTX) 0.1 $202k 2.4k 84.15