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Buttonwood Financial Group, LLC

33 holdingsFiling period: 2026-06-30Current AUM: $171.5Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1DYNFBLACKROCK ETF TRUST459.2K$31.2M$31.6M18.40%-69,1052026-06-30
2SPYMSPDR SERIES TRUST261.3K$23.0M$23.2M13.55%+42.4K2026-06-30
3AVEMAMERICAN CENTY ETF TR211.5K$20.4M$19.6M11.41%-37,6042026-06-30
4AVLCAMERICAN CENTY ETF TR169.8K$15.3M$15.3M8.92%-6,3102026-06-30
5BAIBLACKROCK ETF TRUST258.7K$13.6M$11.0M6.41%-94,8702026-06-30
6LMUBISHARES TR195.3K$10.0M$9.3M5.43%+12.2K2026-06-30
7AVUSAMERICAN CENTY ETF TR67.3K$8.6M$8.6M5.04%-5,7952026-06-30
8SPYGSPDR SERIES TRUST71.1K$8.5M$8.5M4.93%+15.2K2026-06-30
9BLCRBLACKROCK ETF TRUST127.3K$6.4M$6.2M3.59%-10,1702026-06-30
10SHLDGLOBAL X FDS103.1K$6.2M$6.5M3.76%+20.8K2026-06-30
11SPYVSPDR SERIES TRUST82.4K$5.0M$5.2M3.01%-102,8932026-06-30
12THROBLACKROCK ETF TRUST107.9K$4.6M$4.7M2.73%-2,1702026-06-30
13QUALISHARES TR19.3K$4.2M$4.2M2.46%-2532026-06-30
14IAUISHARES GOLD TR38.4K$2.9M$3.1M1.81%+2.3K2026-06-30
15BNDXVANGUARD CHARLOTTE FDS54.3K$2.6M$2.5M1.48%+9302026-06-30
16MBBISHARES TR21.0K$2.0M$1.9M1.12%+1.2K2026-06-30
17BINCBLACKROCK ETF TRUST II36.6K$1.9M$1.9M1.09%-11,9572026-06-30
18EXIISHARES TR8.6K$1.7M$1.7M0.96%+9162026-06-30
19AOAISHARES TR16.4K$1.6M$1.6M0.93%-1822026-06-30
20SHWSHERWIN WILLIAMS CO1.8K$619K$581K0.34%--2026-06-30
21FDLOFIDELITY COVINGTON TRUST9.0K$614K$645K0.38%+5902026-06-30
22STIPISHARES TR6.0K$613K$602K0.35%+1082026-06-30
23AORISHARES TR6.1K$426K$422K0.25%-5092026-06-30
24LCTUBLACKROCK ETF TRUST4.9K$393K$398K0.23%-3142026-06-30
25AGGISHARES TR3.6K$353K$342K0.20%--2026-06-30
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