Buttonwood Financial Advisors Inc.
109 holdingsFiling period: 2026-03-31Current AUM: $332.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 274.4K | $26.5M | $29.7M | 8.93% | -12,857 | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 407.1K | $18.6M | $18.2M | 5.48% | +24.2K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 63.6K | $18.3M | $22.7M | 6.82% | -6,637 | 2026-03-31 |
| 4 | ISTB | ISHARES TR | 298.2K | $14.4M | $14.3M | 4.31% | +16.9K | 2026-03-31 |
| 5 | FHLC | FIDELITY COVINGTON TRUST | 202.2K | $14.2M | $15.9M | 4.79% | -8,817 | 2026-03-31 |
| 6 | VIGI | VANGUARD WHITEHALL FDS | 127.2K | $11.2M | $12.4M | 3.72% | +7.1K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 22.8K | $10.9M | $10.9M | 3.29% | -210 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 26.7K | $9.9M | $12.4M | 3.74% | +641 | 2026-03-31 |
| 9 | SHY | ISHARES TR | 110.7K | $9.1M | $9.1M | 2.73% | +5.6K | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 14.5K | $8.3M | $8.1M | 2.42% | -227 | 2026-03-31 |
| 11 | ARW | ARROW ELECTRS INC | 52.0K | $7.5M | $11.3M | 3.39% | -901 | 2026-03-31 |
| 12 | TER | TERADYNE INC | 23.1K | $6.8M | $8.5M | 2.56% | -3,415 | 2026-03-31 |
| 13 | MKL | MARKEL GROUP INC | 3.6K | $6.8M | $6.7M | 2.02% | +20 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 27.6K | $5.7M | $7.5M | 2.26% | +850 | 2026-03-31 |
| 15 | CNQ | CANADIAN NAT RES LTD MED TER | 107.9K | $5.3M | $5.1M | 1.55% | -4,961 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 28.2K | $4.8M | $4.4M | 1.32% | -2,331 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 28.2K | $4.8M | $4.4M | 1.32% | -2,331 | 2026-03-31 |
| 18 | AMAT | APPLIED MATLS INC | 13.1K | $4.5M | $6.7M | 2.01% | -734 | 2026-03-31 |
| 19 | — | ASML HLDG NV | 3.3K | $4.4M | $4.4M | 1.33% | -45 | 2026-03-31 |
| 20 | V | VISA INC | 14.5K | $4.4M | $5.3M | 1.60% | -35 | 2026-03-31 |
| 21 | MCHP | MICROCHIP TECHNOLOGY INC. | 66.5K | $4.3M | $4.9M | 1.49% | -12,225 | 2026-03-31 |
| 22 | SCHW | SCHWAB CHARLES CORP | 42.1K | $4.0M | $4.4M | 1.33% | -306 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 14.6K | $3.7M | $4.5M | 1.35% | -132 | 2026-03-31 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 16.1K | $3.5M | $3.9M | 1.16% | -446 | 2026-03-31 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | 85.6K | $3.3M | $3.8M | 1.15% | -2,642 | 2026-03-31 |
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