Buttonwood Financial Group

Buttonwood Financial Group as of June 30, 2024

Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 14.8 $26M 321k 80.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 14.0 $25M 382k 64.14
Blackrock Etf Trust Us Eqt Factor (DYNF) 12.7 $22M 472k 47.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.0 $21M 123k 170.43
American Centy Etf Tr Us Eqt Etf (AVUS) 9.2 $16M 179k 90.21
Ishares Tr U.s. Tech Etf (IYW) 6.4 $11M 74k 152.02
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.1 $8.9M 184k 48.51
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.3 $7.6M 284k 26.69
Ishares Tr Eafe Value Etf (EFV) 3.8 $6.7M 126k 53.31
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 3.2 $5.5M 173k 31.92
Ishares Tr Mbs Etf (MBB) 2.6 $4.6M 51k 90.85
Vanguard World Mega Cap Index (MGC) 2.2 $3.8M 19k 198.24
Blackrock Etf Trust Ii Flexible Income (BINC) 1.4 $2.5M 49k 51.91
Ishares Tr Us Infrastruc (IFRA) 1.3 $2.3M 56k 41.55
Ishares Tr Tips Bd Etf (TIP) 1.0 $1.8M 17k 105.91
Ishares Tr Aggres Alloc Etf (AOA) 0.9 $1.6M 22k 74.78
Ishares Tr Core Total Usd (IUSB) 0.9 $1.6M 35k 44.83
Ishares Tr Global Energ Etf (IXC) 0.9 $1.5M 37k 41.66
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.8 $1.4M 22k 62.40
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $746k 13k 59.51
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $708k 13k 56.25
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $538k 5.2k 103.93
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $484k 22k 22.51
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $451k 9.7k 46.41
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $429k 17k 24.86
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $312k 6.7k 46.18
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $299k 2.5k 119.56
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $251k 3.7k 67.33
Ishares Tr Investment Grade (IGEB) 0.1 $221k 5.0k 43.99