Boltwood Capital Management Portfolio Holdings - 13F Filings | 13F Fund Database
Boltwood Capital Management 13F Holdings
CIK 0001563690 · SAN FRANCISCO, CA
As of Sep 30, 2025, Boltwood Capital Management reported
178 positions worth $375.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 1,145,575 | $26.7M | 7.10% |
| FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND | TDTT | — | 739,131 |
|
8.0M4.79% |
| ISHARES MBS ETF | MBB | — | 128,790 |
2.3M | 3.26% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 276,625 |
1.8M | 3.15% |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | HYGV | — | 285,024 |
1.7M | 3.13% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 95,803 |
1.4M | 3.05% |
| NVIDIA CORP | NVDA | Technology | 51,553 | $9.6M | 2.56% |
| MICROSOFT CORP | MSFT | Technology | 18,133 | $9.4M | 2.50% |
| APPLE INC | AAPL | Technology | 36,394 | $9.3M | 2.47% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 241,952 | $8.1M | 2.15% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 26,900 | $7.6M | 2.02% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 115,520 | $7.5M | 2.01% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 87,966 | $7.1M | 1.90% |
| FLEXSHARES TR | MBSD | — | 335,253 | $7.0M | 1.86% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 56,116 | $6.7M | 1.78% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 76,696 | $6.4M | 1.69% |
| ALPHABET INC | GOOGL | Equity | 25,996 | $6.3M | 1.68% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,951 | $5.3M | 1.42% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 110,910 | $5.2M | 1.38% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | GUNR | — | 117,197 | $5.1M | 1.37% |
| FLEXSHARES TR | — | — | 81,066 | $5.1M | 1.36% |
| FLEXSHARES TR | GQRE | — | 79,262 | $4.8M | 1.29% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 80,389 | $4.3M | 1.13% |
| FLEXSHARES TR | SKOR | — | 78,949 | $3.9M | 1.04% |
| CATERPILLAR INC | CAT | Industrials | 7,961 | $3.8M | 1.01% |