Buttonwood Financial Group

Buttonwood Financial Group as of Sept. 30, 2023

Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 21.8 $30M 610k 49.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 10.8 $15M 114k 130.27
American Centy Etf Tr Us Eqt Etf (AVUS) 8.8 $12M 170k 70.82
Ishares Tr Eafe Value Etf (EFV) 8.0 $11M 233k 47.09
Ishares Tr National Mun Etf (MUB) 6.5 $8.9M 88k 100.97
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 6.0 $8.3M 193k 43.05
Ishares Tr U.s. Tech Etf (IYW) 5.7 $7.8M 75k 103.33
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.8 $6.6M 267k 24.73
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.5 $6.1M 105k 58.13
Vanguard World Mega Cap Index (MGC) 4.4 $6.0M 40k 149.07
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $4.1M 57k 71.69
Ishares Tr TRS FLT RT BD (TFLO) 2.8 $3.9M 77k 50.69
Ishares Tr Global Energ Etf (IXC) 2.6 $3.5M 87k 40.40
Ishares Tr Mbs Etf (MBB) 1.9 $2.6M 30k 85.92
Ishares Tr Us Infrastruc (IFRA) 1.3 $1.7M 50k 34.78
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.2 $1.7M 64k 26.51
Ishares Tr Tips Bd Etf (TIP) 1.1 $1.5M 15k 102.52
Ishares Tr Aggres Alloc Etf (AOA) 1.0 $1.4M 23k 61.51
Ishares Tr Core Total Usd (IUSB) 0.9 $1.3M 30k 42.78
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $1.2M 21k 57.76
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $557k 12k 48.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $477k 4.8k 99.09
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $416k 9.1k 45.73
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $294k 3.7k 79.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $282k 3.1k 91.37
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $245k 12k 21.24
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $238k 7.0k 33.86
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $217k 4.9k 44.27