Buttonwood Financial Group

Buttonwood Financial Group as of Dec. 31, 2023

Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 27 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
Spdr Ser Tr Portfolio S&p500 (SPLG) 25.0 $34M 614k 55.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.4 $17M 116k 147.14
American Centy Etf Tr Us Eqt Etf (AVUS) 10.4 $14M 176k 81.55
Ishares Tr Eafe Value Etf (EFV) 8.9 $12M 234k 52.10
Ishares Tr U.s. Tech Etf (IYW) 6.9 $9.5M 78k 122.75
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 5.7 $7.8M 270k 29.02
Vanguard World Mega Cap Index (MGC) 5.2 $7.2M 43k 169.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.1 $7.0M 107k 65.06
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $4.4M 56k 78.03
Ishares Tr TRS FLT RT BD (TFLO) 2.9 $3.9M 78k 50.47
Ishares Tr Global Energ Etf (IXC) 2.2 $3.0M 77k 39.11
Ishares Tr Mbs Etf (MBB) 2.1 $2.8M 30k 94.08
Ishares Tr Us Infrastruc (IFRA) 1.6 $2.1M 53k 40.27
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.5 $2.0M 66k 30.27
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.6M 15k 107.49
Ishares Tr Aggres Alloc Etf (AOA) 1.1 $1.5M 22k 69.05
Ishares Tr Core Total Usd (IUSB) 1.0 $1.4M 31k 46.07
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.0 $1.3M 21k 63.75
Ishares Tr U.s. Energy Etf (IYE) 0.6 $766k 17k 44.12
Ishares Tr Grwt Allocat Etf (AOR) 0.5 $636k 12k 53.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $532k 4.8k 110.66
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $476k 9.1k 52.34
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $339k 3.7k 91.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $310k 3.0k 104.95
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $279k 7.0k 39.82
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $268k 12k 23.27
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $234k 4.9k 47.74