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CIK: 0001847661
Total reported value
$175.0M
$175.0M
29 檔
57.1%
As reported in its official Q1 2024 Form 13F filing, Buttonwood Financial Group, LLC's tracked investment portfolio stood at $175.0M with 29 total positions.
During Q1 2024, Buttonwood Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 21.15% | +2.82% | -5.29% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.56% | +0.11% | +2.78% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.33% | -0.07% | +0.17% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.13% | +1.46% | +96.77% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.88% | -1.06% | — | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.01% | — | -2.85% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.25% | -3.59% | — | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.49% | -0.02% | +0.69% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.08% | — | -45.79% | |
| 10 | IXC | Ishares Global Energy ETF | ETF-Other | 2.86% | — | +46.08% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.60% | -0.02% | +57.21% | |
| 12 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 2.44% | — | +100.28% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.13% | — | -54.73% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.49% | — | -46.24% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.42% | -0.45% | — | |
| 16 | IFRA | Ishares US Infrastructure | ETF-Other | 1.41% | — | +2.73% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.03% | — | +8.47% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.01% | — | — | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.95% | +0.01% | -1.43% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | — | +7.33% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.79% | — | +0.50% | |
| 22 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.40% | -0.01% | +30.39% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.40% | -0.02% | +1.04% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.29% | +0.01% | +29.10% | |
| 25 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.26% | -0.07% | +67.02% | |
| 26 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.24% | +0.12% | NEW | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.20% | — | -1.49% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.18% | +0.03% | +33.24% | |
| 29 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 29 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, QUAL, AVUS) accounted for 57.1% of total reported equity market value during Q1 2024.
During Q1 2024, Buttonwood Financial Group, LLC's top holdings by market value included SPYM (21.1%)、QUAL (11.6%)、AVUS (9.3%). The largest single position, SPYM, represented 21.1% of total portfolio value.
In Q1 2024, Buttonwood Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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