Boltwood Capital Management
185 holdingsFiling period: 2026-03-31Current AUM: $424.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.15M | $28.4M | $31.4M | 7.41% | +801 | 2026-03-31 |
| 2 | TDTT | FLEXSHARES TR | 905.3K | $21.9M | $21.5M | 5.06% | +116.6K | 2026-03-31 |
| 3 | MBB | ISHARES TR | 134.4K | $12.8M | $12.5M | 2.95% | +3.8K | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 274.7K | $12.5M | $13.8M | 3.24% | -590 | 2026-03-31 |
| 5 | IEI | ISHARES TR | 98.1K | $11.6M | $11.4M | 2.69% | -210 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 37.8K | $9.6M | $11.7M | 2.75% | +1.4K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 53.9K | $9.4M | $10.8M | 2.55% | +2.3K | 2026-03-31 |
| 8 | HYGV | FLEXSHARES TR | 233.5K | $9.4M | $9.4M | 2.21% | -60,334 | 2026-03-31 |
| 9 | SCHE | SCHWAB STRATEGIC TR | 255.7K | $8.4M | $9.2M | 2.17% | +14.0K | 2026-03-31 |
| 10 | IJH | ISHARES TR | 117.8K | $8.0M | $8.9M | 2.09% | +835 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 26.9K | $7.7M | $9.6M | 2.26% | +563 | 2026-03-31 |
| 12 | XLK | SELECT SECTOR SPDR TR | 56.2K | $7.5M | $9.9M | 2.32% | +2.1K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 19.3K | $7.1M | $9.0M | 2.11% | +1.0K | 2026-03-31 |
| 14 | GUNR | FLEXSHARES TR | 129.2K | $7.1M | $6.8M | 1.60% | +13.5K | 2026-03-31 |
| 15 | IJR | ISHARES TR | 57.0K | $7.1M | $8.3M | 1.95% | +341 | 2026-03-31 |
| 16 | HYG | ISHARES TR | 87.5K | $7.0M | $7.0M | 1.64% | -2,530 | 2026-03-31 |
| 17 | SHY | ISHARES TR | 83.3K | $6.9M | $6.8M | 1.61% | +4.3K | 2026-03-31 |
| 18 | MBSD | FLEXSHARES TR | 285.7K | $5.9M | $5.8M | 1.37% | -26,305 | 2026-03-31 |
| 19 | CAT | CATERPILLAR INC | 7.6K | $5.4M | $6.2M | 1.45% | -275 | 2026-03-31 |
| 20 | NFRA | FLEXSHARES TR | 83.6K | $5.3M | $5.4M | 1.28% | +1.3K | 2026-03-31 |
| 21 | SPEM | SPDR INDEX SHS FDS | 112.2K | $5.3M | $5.7M | 1.35% | +1.4K | 2026-03-31 |
| 22 | GQRE | FLEXSHARES TR | 83.6K | $5.0M | $5.5M | 1.29% | +2.1K | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 17.0K | $5.0M | $6.0M | 1.41% | +130 | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 22.8K | $4.7M | $4.5M | 1.06% | -20 | 2026-03-31 |
| 25 | SPMB | SPDR SERIES TRUST | 202.1K | $4.5M | $4.4M | 1.04% | +17.8K | 2026-03-31 |
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