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CIK: 0001847661
Total reported value
$175.0M
$175.0M
29 檔
62.7%
In Q2 2024, Buttonwood Financial Group, LLC's U.S. equity holdings reached a combined market value of $175.0M, distributed across 29 disclosed stock positions.
During Q2 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.78% | +1.46% | +52.22% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.97% | +2.82% | -34.28% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 12.68% | -1.06% | +57.28% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.95% | +0.11% | +3.40% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.23% | -0.07% | +1.74% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.42% | — | -1.73% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.09% | -3.59% | +3.89% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.32% | -0.02% | +4.47% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.82% | — | -0.89% | |
| 10 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 3.15% | — | +30.38% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.63% | -0.02% | +6.65% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.15% | — | -1.21% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.44% | -0.45% | +6.45% | |
| 14 | IFRA | Ishares US Infrastructure | ETF-Other | 1.31% | — | +1.20% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.01% | — | +3.92% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.94% | +0.01% | +0.53% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | — | +5.58% | |
| 18 | IXC | Ishares Global Energy ETF | ETF-Other | 0.88% | — | -66.98% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.79% | — | +5.82% | |
| 20 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.43% | -0.01% | +5.83% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.40% | -0.02% | +4.16% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.31% | +0.01% | +7.90% | |
| 23 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.28% | -0.07% | +11.90% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.26% | +0.12% | NEW | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.24% | — | -74.50% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.18% | +0.03% | +3.45% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | — | -14.25% | |
| 28 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.14% | — | +8.96% | |
| 29 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.13% | — | — |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYM, DYNF) accounted for 62.7% of total reported equity market value during Q2 2024.
During Q2 2024, Buttonwood Financial Group, LLC's top holdings by market value included SPYG (14.8%)、SPYM (14.0%)、DYNF (12.7%). The largest single position, SPYG, represented 14.8% of total portfolio value.
In Q2 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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