Buttonwood Financial Group

Buttonwood Financial Group as of March 31, 2025

Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 17.5 $30M 484k 61.70
Blackrock Etf Trust Ishares Us Equit (DYNF) 12.9 $22M 478k 45.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.7 $22M 135k 160.70
American Centy Etf Tr Us Eqt Etf (AVUS) 11.4 $19M 226k 85.73
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.1 $16M 202k 76.88
Ishares Tr U.s. Tech Etf (IYW) 5.7 $9.8M 74k 132.85
Vanguard World Mega Cap Index (MGC) 5.2 $8.9M 47k 189.84
Ishares Gold Tr Ishares New (IAU) 4.1 $6.9M 116k 59.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.8 $4.7M 101k 47.08
Ishares Tr Msci Usa Mmentm (MTUM) 2.8 $4.7M 25k 193.26
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 2.7 $4.7M 167k 27.96
Blackrock Etf Trust Ishares Us Thema (THRO) 2.5 $4.3M 142k 30.34
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.5 $4.2M 162k 26.04
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.7 $3.0M 58k 51.13
Ishares Tr Mbs Etf (MBB) 1.4 $2.5M 27k 91.96
Ishares Tr Aggres Alloc Etf (AOA) 1.0 $1.7M 23k 72.35
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $1.6M 25k 61.73
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $671k 6.6k 102.35
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $634k 11k 56.81
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $592k 11k 55.01
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $534k 12k 46.61
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $509k 23k 22.43
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $508k 12k 44.06
Fidelity Covington Trust Low Volity Etf (FDLO) 0.3 $508k 8.9k 57.05
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $446k 4.6k 96.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $360k 3.2k 114.15
Ishares Tr High Yld Systm B (HYDB) 0.2 $341k 7.6k 44.95
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $210k 3.3k 63.98