Boltwood Capital Management
193 holdingsFiling period: 2026-06-30Current AUM: $439.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Strategic TR | 1.13M | $31.4M | $30.5M | 6.93% | -12,096 | 2026-06-30 |
| 2 | TDTT | Flexshares TR | 995.6K | $23.8M | $23.4M | 5.33% | +90.3K | 2026-06-30 |
| 3 | SPDW | Spdr Index Shs Fds | 273.5K | $13.8M | $13.5M | 3.06% | -1,225 | 2026-06-30 |
| 4 | MBB | iShares TR | 139.3K | $13.2M | $12.7M | 2.90% | +4.8K | 2026-06-30 |
| 5 | IEI | iShares TR | 99.9K | $11.7M | $11.5M | 2.61% | +1.8K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 38.8K | $11.2M | $13.5M | 3.08% | +1.1K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 55.7K | $11.1M | $11.8M | 2.69% | +1.8K | 2026-06-30 |
| 8 | XLK | Select Sector Spdr TR | 55.8K | $10.6M | $10.2M | 2.32% | -374 | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 27.2K | $9.7M | $8.8M | 2.01% | +308 | 2026-06-30 |
| 10 | SCHE | Schwab Strategic TR | 264.1K | $9.6M | $9.2M | 2.10% | +8.4K | 2026-06-30 |
| 11 | IJH | iShares TR | 117.9K | $9.1M | $8.6M | 1.95% | +115 | 2026-06-30 |
| 12 | IJR | iShares TR | 56.6K | $8.4M | $7.8M | 1.79% | -351 | 2026-06-30 |
| 13 | CAT | Caterpillar Inc | 7.4K | $7.8M | $5.2M | 1.18% | -212 | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 20.2K | $7.5M | $10.5M | 2.40% | +937 | 2026-06-30 |
| 15 | HYGV | Flexshares TR | 180.8K | $7.3M | $7.0M | 1.59% | -52,748 | 2026-06-30 |
| 16 | GUNR | Flexshares TR | 140.6K | $6.9M | $7.5M | 1.71% | +11.4K | 2026-06-30 |
| 17 | SHY | iShares TR | 83.4K | $6.8M | $6.8M | 1.55% | +95 | 2026-06-30 |
| 18 | HYG | iShares TR | 83.6K | $6.7M | $6.4M | 1.47% | -3,865 | 2026-06-30 |
| 19 | KLAC | Kla Corp | 20.1K | $6.1M | $3.0M | 0.68% | +18.1K | 2026-06-30 |
| 20 | SPEM | Spdr Index Shs Fds | 112.5K | $5.8M | $5.6M | 1.27% | +269 | 2026-06-30 |
| 21 | JPM | JPMorgan Chase & Co | 16.9K | $5.5M | $5.7M | 1.30% | -38 | 2026-06-30 |
| 22 | GQRE | Flexshares TR | 84.9K | $5.4M | $5.1M | 1.16% | +1.2K | 2026-06-30 |
| 23 | NFRA | Flexshares TR | 84.4K | $5.4M | $5.4M | 1.23% | +802 | 2026-06-30 |
| 24 | MBSD | Flexshares TR | 258.2K | $5.3M | $5.2M | 1.18% | -27,469 | 2026-06-30 |
| 25 | AMD | Advanced Micro Devices Inc | 8.7K | $5.0M | $4.4M | 1.00% | -43 | 2026-06-30 |
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