Boltwood Capital Management
CIK Number: 0001563690
328.94M
Market Value
168
# of Holdings
26 months
Avg. Holding Period
31.82%
Win Rate
9.47%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Internat... | 22.05 | +0.71% | 1.19M | +100.81% | 21.93M | 16.11 | 6.68% |
| 2 | TDTT | FlexShares iBox... | 24.02 | +0.15% | 565.63K | +5.13% | 13.34M | 23.71 | 4.07% |
| 3 | HYGV | FlexShares High... | 40.51 | +0.17% | 323.01K | +3.22% | 13.14M | 43.96 | 4.00% |
| 4 | MBB | iShares MBS ETF | 92.98 | +0.40% | 137.12K | +2.52% | 12.57M | 96.72 | 3.83% |
| 5 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 97.63K | +5.74% | 11.28M | 117.61 | 3.44% |
| 6 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 288.56K | +1.35% | 9.85M | 27.89 | 3.00% |
| 7 | MBSD | FlexShares Disc... | 20.53 | +0.20% | 411.52K | -1.33% | 8.33M | 22.32 | 2.54% |
| 8 | AAPL | Apple Inc. | 198.98 | +0.10% | 31.86K | -13.96% | 7.98M | 47.47 | 2.43% |
| 9 | IJH | iShares Core S&... | 61.17 | +0.07% | 113.34K | -0.71% | 7.06M | 26.55 | 2.15% |
| 10 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 16.25K | -2.04% | 6.85M | 62.79 | 2.09% |
| 11 | IJR | iShares Core S&... | 108.32 | -0.46% | 56.05K | -0.7% | 6.46M | 52.89 | 1.97% |
| 12 | GUNR | FlexShares Morn... | 40.55 | +0.43% | 175.9K | +6.42% | 6.4M | 35.98 | 1.95% |
| 13 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 47.45K | +3.15% | 6.37M | 21.63 | 1.94% |
| 14 | SCHE | Schwab Emerging... | 29.86 | -0.02% | 238.33K | -0.98% | 6.35M | 25.39 | 1.93% |
| 15 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 72.45K | +6.41% | 5.94M | 81.94 | 1.81% |
| 16 | XLK | Technology Sele... | 242.47 | +0.89% | 24.32K | +0.35% | 5.66M | 69.81 | 1.72% |
| 17 | HYG | iShares iBoxx $... | 79.59 | +0.10% | 66.44K | +5.10% | 5.23M | 77.43 | 1.59% |
| 18 | GOOGL | Alphabet Inc. | 175.57 | -1% | 23.59K | +3.90% | 4.47M | 62.21 | 1.36% |
| 19 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 111.39K | -0.11% | 4.27M | 34.39 | 1.30% |
| 20 | NFRA | FlexShares STOX... | 61.64 | +0.72% | 78.5K | +1.65% | 4.26M | 52.34 | 1.30% |
| 21 | SKOR | FlexShares Cred... | 48.34 | +0.19% | 88.57K | -0.13% | 4.22M | 51.92 | 1.29% |
| 22 | GQRE | FlexShares Glob... | 60.01 | +0.59% | 71.95K | +1.78% | 4.1M | 55.73 | 1.25% |
| 23 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 78.55K | +0.87% | 4.06M | 50.93 | 1.24% |
| 24 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 14.45K | +0.28% | 3.46M | 50.94 | 1.06% |
| 25 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 15.04K | +2.31% | 3.3M | 78 | 1.01% |
| 26 | CVX | Chevron Corpora... | 144.84 | +0.04% | 22.66K | -0.3% | 3.28M | 108.88 | 1.00% |
| 27 | IEF | iShares 7-10 Ye... | 94.64 | +0.43% | 35.14K | -6.68% | 3.25M | 102.41 | 0.99% |
| 28 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 9.45K | -1.92% | 3.16M | 75.38 | 0.96% |
| 29 | LOW | Lowe's Companie... | 223.28 | +0.76% | 12.77K | -1.13% | 3.15M | 40.56 | 0.96% |
| 30 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 8.23K | -0.02% | 2.99M | 110.64 | 0.91% |
| 31 | GNR | SPDR S&P Global... | 54.47 | +0.47% | 59.24K | +9.62% | 2.95M | 49.16 | 0.90% |
| 32 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 25.2K | -0.33% | 2.71M | 83.19 | 0.83% |
| 33 | XLY | Consumer Discre... | 213.73 | -0.46% | 12.07K | -1.77% | 2.71M | 80.12 | 0.83% |
| 34 | XLV | Health Care Sel... | 136.74 | +0.73% | 18.22K | -0.55% | 2.51M | 90.21 | 0.76% |
| 35 | META | Meta Platforms,... | 693.11 | -0.15% | 4.25K | +1.41% | 2.49M | 184.69 | 0.76% |
| 36 | ABT | Abbott Laborato... | 136.36 | +0.80% | 21.94K | +0.55% | 2.48M | 44.37 | 0.76% |
| 37 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 108.92K | +189.13% | 2.47M | 9.82 | 0.75% |
| 38 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 32.5K | +0.49% | 2.46M | 64.64 | 0.75% |
| 39 | PG | The Procter & G... | 163.05 | +0.58% | 14.19K | -1.09% | 2.38M | 69.97 | 0.72% |
| 40 | SCHA | Schwab U.S. Sma... | 24.93 | -0.3% | 87.45K | +98.70% | 2.26M | 21.69 | 0.69% |
| 41 | AXP | American Expres... | 298.02 | -0.36% | 7.34K | -0.8% | 2.18M | 64.12 | 0.66% |
| 42 | SPMB | SPDR Portfolio ... | 21.89 | +0.34% | 98.59K | -0.1% | 2.12M | 21.7 | 0.65% |
| 43 | RAVI | FlexShares Read... | 75.30 | +0.05% | 27.29K | -14.63% | 2.05M | 75.42 | 0.63% |
| 44 | SCHM | Schwab U.S. Mid... | 27.52 | -0.02% | 73.29K | +199.48% | 2.03M | 23.23 | 0.62% |
| 45 | ICE | Intercontinenta... | 178.97 | +0.83% | 13.51K | -1.26% | 2.01M | 50.91 | 0.61% |
| 46 | XLE | Energy Select S... | 86.58 | +0.34% | 22.75K | +0.38% | 1.95M | 43.1 | 0.59% |
| 47 | VEU | Vanguard FTSE A... | 67.07 | +0.57% | 33.65K | -0.59% | 1.93M | 48.53 | 0.59% |
| 48 | XLF | Financial Selec... | 50.99 | -0.01% | 39.57K | -7.08% | 1.91M | 27.6 | 0.58% |
| 49 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 11K | -3.85% | 1.83M | 58.63 | 0.56% |
| 50 | SPTL | SPDR Portfolio ... | 26.27 | +1.14% | 69.73K | +13.85% | 1.83M | 31.14 | 0.56% |
| 51 | WMT | Walmart Inc. | 94.83 | -1.01% | 20.1K | -0.2% | 1.82M | 22.77 | 0.55% |
| 52 | MCHP | Microchip Techn... | 67.92 | -2.41% | 30.86K | -3.56% | 1.77M | 26.44 | 0.54% |
| 53 | XLI | Industrial Sele... | 143.82 | -0.29% | 13.3K | -1.92% | 1.75M | 65.31 | 0.53% |
| 54 | XLC | Communication S... | 103.61 | -0.83% | 17.69K | -6.44% | 1.71M | 52.37 | 0.52% |
| 55 | KO | The Coca-Cola C... | 72.20 | +0.18% | 26.55K | -0.52% | 1.65M | 37.97 | 0.50% |
| 56 | PFE | Pfizer Inc. | 24.83 | +1.44% | 60.34K | -3.8% | 1.6M | 31.03 | 0.49% |
| 57 | TJX | The TJX Compani... | 124.31 | -0.18% | 13.15K | -2.52% | 1.59M | 55.69 | 0.48% |
| 58 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 2.06K | -2% | 1.59M | 139.02 | 0.48% |
| 59 | DIS | The Walt Disney... | 118.50 | -0.85% | 13.56K | -1.63% | 1.51M | 66.13 | 0.46% |
| 60 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 17.15K | +10.25% | 1.5M | 117.05 | 0.46% |
| 61 | ALL | The Allstate Co... | 200.34 | +2.12% | 7.71K | +10.46% | 1.49M | 59.05 | 0.45% |
| 62 | SUB | iShares Short-T... | 106.00 | +0.05% | 14.08K | -2.59% | 1.49M | 105.65 | 0.45% |
| 63 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 7.07K | -1.4% | 1.26M | 49.21 | 0.38% |
| 64 | KLAC | KLA Corporation | 874.70 | +0.31% | 1.99K | -1.98% | 1.25M | 131.04 | 0.38% |
| 65 | XLP | Consumer Staple... | 81.95 | +0.58% | 15.48K | -0.72% | 1.22M | 50.16 | 0.37% |
| 66 | IGIB | iShares 5-10 Ye... | 52.63 | +0.35% | 23.47K | +0.79% | 1.21M | 53.04 | 0.37% |
| 67 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 16.98K | +1.04% | 1.19M | 37.04 | 0.36% |
| 68 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.26K | +40.16% | 1.15M | 682.39 | 0.35% |
| 69 | SPLB | SPDR Portfolio ... | 22.30 | +0.97% | 51.3K | -0.29% | 1.14M | 23.79 | 0.35% |
| 70 | HD | The Home Depot,... | 362.78 | +0.64% | 2.79K | -0.53% | 1.09M | 124.21 | 0.33% |
| 71 | MA | Mastercard Inco... | 588.62 | -0.36% | 2.06K | +0.98% | 1.08M | 304.24 | 0.33% |
| 72 | XLB | Materials Selec... | 88.42 | +0.43% | 12.84K | -0.29% | 1.08M | 51.28 | 0.33% |
| 73 | CME | CME Group Inc. | 270.83 | +0.44% | 4.6K | 0.00% | 1.07M | 82.98 | 0.33% |
| 74 | MMC | Marsh & McLenna... | 219.30 | +0.93% | 5K | -2.14% | 1.06M | 92.07 | 0.32% |
| 75 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 2.31K | 0.00% | 1.05M | 126.55 | 0.32% |
| 76 | DHR | Danaher Corpora... | 204.74 | +0.01% | 4.45K | -0.34% | 1.02M | 57.95 | 0.31% |
| 77 | BX | Blackstone Inc. | 140.69 | -0.49% | 5.9K | -1.75% | 1.02M | 105.34 | 0.31% |
| 78 | ICSH | iShares Ultra S... | 50.55 | +0.02% | 19.9K | +2.58% | 1M | 50.21 | 0.31% |
| 79 | ADP | Automatic Data ... | 309.72 | -0.85% | 3.41K | +0.44% | 998.79K | 54.46 | 0.30% |
| 80 | VTI | Vanguard Total ... | 296.95 | +0.28% | 3.25K | -1.52% | 940.72K | 128 | 0.29% |
| 81 | RWO | SPDR Dow Jones ... | 44.96 | +0.38% | 20.49K | +4.30% | 878.82K | 42.28 | 0.27% |
| 82 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 845 | +8.06% | 866.22K | 768.31 | 0.26% |
| 83 | CMF | iShares Califor... | 55.55 | +0.26% | 14.96K | -1.64% | 856.91K | 59.13 | 0.26% |
| 84 | ADBE | Adobe Inc. | 414.08 | +0.30% | 1.92K | -1.9% | 851.56K | 450.6 | 0.26% |
| 85 | XLU | Utilities Selec... | 81.87 | +1.19% | 10.98K | +0.58% | 831.3K | 46.5 | 0.25% |
| 86 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 13.27K | +2.96% | 792.62K | 43.59 | 0.24% |
| 87 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 5.2K | +0.48% | 790.1K | 77.48 | 0.24% |
| 88 | CMG | Chipotle Mexica... | 50.90 | -1.72% | 13.03K | +8.77% | 785.41K | 33.66 | 0.24% |
| 89 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 1.92K | 0.00% | 775.37K | 214.08 | 0.24% |
| 90 | INDA | iShares MSCI In... | 54.77 | -1% | 14.68K | -7.7% | 772.49K | 50.57 | 0.24% |
| 91 | FLCH | Franklin FTSE C... | 21.93 | -0.16% | 41.2K | +4.57% | 758.08K | 17.53 | 0.23% |
| 92 | VIG | Vanguard Divide... | 202.54 | +0.63% | 3.8K | -0.71% | 744.55K | 83.93 | 0.23% |
| 93 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 4.07K | +133.93% | 740.21K | 100.19 | 0.23% |
| 94 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 12.02K | -1.27% | 711.47K | 48.6 | 0.22% |
| 95 | HON | Honeywell Inter... | 225.98 | +0.07% | 3.1K | +1.14% | 699.13K | 170.6 | 0.21% |
| 96 | ADI | Analog Devices,... | 231.89 | -0.28% | 3.25K | -1.66% | 691.56K | 172.35 | 0.21% |
| 97 | XLRE | The Real Estate... | 42.22 | +0.52% | 16.91K | +0.80% | 687.58K | 32.41 | 0.21% |
| 98 | BA | The Boeing Comp... | 203.87 | -4.73% | 3.57K | -2.96% | 632.6K | 243.91 | 0.19% |
| 99 | IBM | International B... | 280.79 | -0.26% | 2.78K | -42.79% | 611.57K | 149.44 | 0.19% |
| 100 | TPR | Tapestry, Inc. | 82.20 | +0.55% | 9.18K | -11.69% | 599.6K | 25.62 | 0.18% |
| 101 | SCHW | The Charles Sch... | 88.46 | +0.07% | 7.81K | -0.64% | 578.17K | 53.22 | 0.18% |
| 102 | MRK | Merck & Co., In... | 81.73 | +1.75% | 5.74K | -1.71% | 570.82K | 44.66 | 0.17% |
| 103 | CMCSA | Comcast Corpora... | 35.26 | +0.20% | 15.13K | +0.33% | 567.79K | 40.59 | 0.17% |
| 104 | MCHI | iShares MSCI Ch... | 55.74 | -0.21% | 11.85K | +6.76% | 555.29K | 43.98 | 0.17% |
| 105 | FLTW | Franklin FTSE T... | 51.47 | +1.44% | 11.6K | +13.17% | 548.8K | 45.63 | 0.17% |
| 106 | T | AT&T Inc. | 28.23 | -0.39% | 24.07K | -33.56% | 548.13K | 17.19 | 0.17% |
| 107 | MCD | McDonald's Corp... | 302.86 | +0.38% | 1.88K | +1.90% | 545.57K | 147.18 | 0.17% |
| 108 | NEE | NextEra Energy,... | 73.84 | +1.15% | 7.54K | -0.26% | 540.18K | 51.75 | 0.16% |
| 109 | PLD | Prologis, Inc. | 108.31 | -0.18% | 5.03K | +0.50% | 531.14K | 43.16 | 0.16% |
| 110 | IGF | iShares Global ... | 59.81 | +0.84% | 10.1K | +18.83% | 527.67K | 50.16 | 0.16% |
| 111 | NSC | Norfolk Souther... | 251.15 | -0.07% | 2.23K | +1.37% | 522.68K | 164.91 | 0.16% |
| 112 | VGT | Vanguard Inform... | 633.52 | +0.68% | 835 | 0.00% | 519.2K | 96.97 | 0.16% |
| 113 | SPTI | SPDR Portfolio ... | 28.48 | +0.30% | 18.4K | 0.00% | 512.99K | 28.56 | 0.16% |
| 114 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 5.66K | -1.74% | 503.84K | 67.56 | 0.15% |
| 115 | JCI | Johnson Control... | 103.50 | +0.30% | 6.32K | +13.27% | 498.68K | 64.37 | 0.15% |
| 116 | PYPL | PayPal Holdings... | 74.77 | +0.21% | 5.83K | -3.32% | 497.59K | 64.06 | 0.15% |
| 117 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 2.6K | +0.97% | 495.14K | 111.95 | 0.15% |
| 118 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 10.94K | 0.00% | 481.58K | 40.4 | 0.15% |
| 119 | AMT | American Tower ... | 217.53 | +1.48% | 2.62K | -1.69% | 479.98K | 151.94 | 0.15% |
| 120 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 11.34K | 0.00% | 474.15K | 43.23 | 0.14% |
| 121 | J | Jacobs Engineer... | 127.56 | +0.39% | 3.54K | 0.00% | 473.01K | 100.28 | 0.14% |
| 122 | RTX | RTX Corporation | 141.01 | -0.56% | 3.78K | +0.13% | 437.77K | 57.7 | 0.13% |
| 123 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 3.02K | +1.34% | 437.48K | 74.39 | 0.13% |
| 124 | TFC | Truist Financia... | 39.91 | -0.86% | 9.94K | -4.33% | 430.98K | 38.95 | 0.13% |
| 125 | GSK | GSK plc | 42.49 | +2.09% | 12.45K | +9.88% | 421.16K | 35.55 | 0.13% |
| 126 | BMO | Bank of Montrea... | 108.34 | +0.56% | 4.3K | +4.24% | 417.31K | 74.89 | 0.13% |
| 127 | FCX | Freeport-McMoRa... | 41.22 | +0.50% | 10.93K | -0.46% | 416.21K | 30.8 | 0.13% |
| 128 | CVS | CVS Health Corp... | 66.32 | +0.91% | 9.2K | +1.02% | 412.99K | 57.09 | 0.13% |
| 129 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 1.77K | +4.41% | 411.52K | 168.37 | 0.13% |
| 130 | EWJ | iShares MSCI Ja... | 74.21 | +0.73% | 6.1K | +32.61% | 409.31K | 66.71 | 0.12% |
| 131 | MAS | Masco Corporati... | 63.78 | -0.12% | 5.64K | 0.00% | 409.08K | 58.65 | 0.12% |
| 132 | ZBH | Zimmer Biomet H... | 93.30 | -1% | 3.76K | -15.42% | 396.96K | 120.17 | 0.12% |
| 133 | MCO | Moody's Corpora... | 480.97 | -0.53% | 810 | 0.00% | 383.43K | 115.52 | 0.12% |
| 134 | EWU | iShares MSCI Un... | 40.77 | +0.88% | 11.25K | +24.31% | 381.38K | 34.35 | 0.12% |
| 135 | EWT | iShares MSCI Ta... | 56.66 | +1.50% | 7.05K | +4.06% | 364.91K | 48.21 | 0.11% |
| 136 | VOX | Vanguard Commun... | 164.01 | -0.77% | 2.31K | -0.6% | 357.49K | 95.61 | 0.11% |
| 137 | GWW | W.W. Grainger, ... | 1080.31 | +0.16% | 331 | 0.00% | 348.89K | 688.8 | 0.11% |
| 138 | FTV | Fortive Corpora... | 70.91 | -0.55% | 4.45K | -1.11% | 333.98K | 47 | 0.10% |
| 139 | CRWD | CrowdStrike Hol... | 481.50 | +0.95% | 976 | +18.16% | 333.95K | 268.67 | 0.10% |
| 140 | USB | U.S. Bancorp | 44.13 | -0.15% | 6.58K | 0.00% | 314.48K | 32 | 0.10% |
| 141 | MMM | 3M Company | 144.60 | -1.75% | 2.38K | +0.42% | 306.85K | 101.92 | 0.09% |
| 142 | EWY | iShares MSCI So... | 67.67 | +1.02% | 5.9K | +2.16% | 300.25K | 65.14 | 0.09% |
| 143 | CDW | CDW Corporation | 174.66 | -0.62% | 1.72K | -2.82% | 299.35K | 166.29 | 0.09% |
| 144 | REZ | iShares Residen... | 83.24 | +0.49% | 3.6K | 0.00% | 291.67K | 60.09 | 0.09% |
| 145 | AMD | Advanced Micro ... | 118.61 | -2.09% | 2.41K | +15.29% | 291.47K | 102.27 | 0.09% |
| 146 | VCR | Vanguard Consum... | 355.73 | -0.63% | 760 | +0.13% | 285.29K | 254.28 | 0.09% |
| 147 | EWQ | iShares MSCI Fr... | 43.58 | +1.09% | 7.8K | +51.46% | 279.86K | 38.86 | 0.09% |
| 148 | ACN | Accenture plc | 317.94 | -0.4% | 772 | +100.00% | 271.58K | 351.79 | 0.08% |
| 149 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 4.71K | +19.26% | 266.12K | 52.52 | 0.08% |
| 150 | VZ | Verizon Communi... | 43.13 | -1.38% | 6.46K | +0.78% | 258.33K | 44.1 | 0.08% |