Buttonwood Financial Group

Buttonwood Financial Group as of Sept. 30, 2025

Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 23.2 $54M 682k 78.72
Blackrock Etf Trust Ishares Us Equit (DYNF) 20.1 $47M 788k 59.23
American Centy Etf Tr Avantis Us Larg (AVLC) 14.4 $33M 435k 76.71
Blackrock Etf Trust Ishares A I Inno (BAI) 6.6 $15M 439k 34.76
Ishares Gold Tr Ishares New (IAU) 4.5 $11M 140k 75.01
American Centy Etf Tr Us Eqt Etf (AVUS) 3.7 $8.5M 78k 108.89
Global X Fds Defense Tech Etf (SHLD) 3.2 $7.5M 107k 70.50
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.2 $7.3M 70k 104.75
Spdr Series Trust Portfolio Ln Tsr (SPTL) 2.7 $6.3M 236k 26.90
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.5 $5.8M 104k 55.73
Blackrock Etf Trust Ishares Us Thema (THRO) 2.4 $5.5M 147k 37.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $5.3M 27k 195.81
Vanguard World Mega Cap Index (MGC) 2.1 $4.8M 20k 245.27
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 1.9 $4.4M 90k 48.90
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $4.3M 81k 53.10
Ishares Tr Mbs Etf (MBB) 1.1 $2.7M 28k 95.10
Ishares Tr Core 80/20 Aggre (AOA) 0.9 $2.0M 23k 88.37
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $826k 11k 72.94
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $711k 30k 23.55
Ishares Tr Core 60/40 Balan (AOR) 0.3 $696k 11k 64.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $656k 6.4k 103.27
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $652k 4.5k 146.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $619k 13k 49.34
Fidelity Covington Trust Low Volity Etf (FDLO) 0.3 $600k 9.1k 66.09
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $560k 4.4k 126.51
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $554k 12k 47.98
Ishares Tr U.s. Tech Etf (IYW) 0.2 $449k 2.3k 197.83
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $350k 6.1k 57.49
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $349k 1.6k 217.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $281k 2.3k 120.95
Ishares Esg Awr Msci Em (ESGE) 0.1 $270k 6.2k 43.88