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CIK: 0001847661
Total reported value
$175.0M
$175.0M
27 檔
67.6%
According to the latest 13F quarterly dataset, Buttonwood Financial Group, LLC managed an equity portfolio of $175.0M at the end of Q3 2024, spanning 27 distinct U.S. exchange-listed positions.
Buttonwood Financial Group, LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 5 holdings and trimming 11 positions.
| # | 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 | 21.39% | +2.82% | +38.26% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 14.02% | -1.06% | +0.03% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.05% | +0.11% | -1.30% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 12.40% | -0.07% | +21.15% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.06% | +1.46% | -37.02% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.62% | — | -1.61% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.39% | -0.02% | -11.33% | |
| 8 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 3.99% | — | +17.59% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.88% | -0.02% | -1.03% | |
| 10 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.23% | — | -5.52% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.57% | -0.45% | +0.53% | |
| 12 | IFRA | Ishares US Infrastructure | ETF-Other | 1.57% | — | +0.24% | |
| 13 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.06% | +0.01% | +1.44% | |
| 14 | IXC | Ishares Global Energy ETF | ETF-Other | 0.92% | — | +1.48% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.87% | — | -1.31% | |
| 16 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.45% | -0.01% | -4.24% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.40% | -0.02% | -9.83% | |
| 18 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.33% | -0.07% | +8.39% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.32% | +0.01% | -6.22% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.31% | +0.12% | NEW | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.22% | +0.03% | +11.81% | |
| 22 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.21% | — | +31.55% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.20% | — | +6.13% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.15% | — | — | |
| 25 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.14% | — | -3.19% | |
| 26 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.13% | — | — | |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +7.4% | +38.26% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +3.2% | +21.15% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.3% | +0.03% | Add |
| 4 | QUAL | Ishares Msci USA Quality Fac | +1.1% | -1.30% | Trim |
| 5 | XCEM | Columbia Em Core Ex-china | +0.8% | +17.59% | Add |
| 6 | IFRA | Ishares US Infrastructure | +0.3% | +0.24% | Add |
| 7 | MBB | Ishares Mbs ETF | +0.3% | -1.03% | Trim |
| 8 | IYW | Ishares Ustechnology ETF | +0.2% | -1.61% | Trim |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | NEW | New buy |
| 10 | EUSB | Ishr Esg Advn Universal Bd-$ | +0.1% | NEW | New buy |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +0.53% | Add |
| 12 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | NEW | New buy |
| 13 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | +1.44% | Add |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | -1.31% | Trim |
| 15 | MGC | Vanguard Mega Cap ETF | +0.1% | -5.52% | Trim |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | -11.33% | Trim |
| 17 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | +31.55% | Add |
| 18 | SUSC | Ishares Esg Aware Usd Corpor | +0.1% | +8.39% | Add |
| 19 | USXF | Ishares Esg Advance Msci USA | +0.1% | +8.90% | Add |
| 20 | EAGG | Ishares Esg Aware US Aggrega | 0% | +11.81% | Add |
| 21 | IXC | Ishares Global Energy ETF | 0% | +1.48% | Add |
| 22 | ESGU | Ishares Esg Aware Msci USA | 0% | +6.13% | Add |
| 23 | LCTU | Ishares U.s. Carbon Transiti | 0% | -4.24% | Trim |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | -6.22% | Trim |
| 25 | IGEB | Ishares Investment Grade Sys | 0% | -3.19% | Trim |
| 26 | AOR | Ishares Core 60/40 Balanced | — | -9.83% | Trim |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | EXIT | Sold out |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.9% | EXIT | Sold out |
| 29 | TIP | Ishares Tips Bond ETF | -1% | EXIT | Sold out |
| 30 | EFV | Ishares Msci Eafe Value ETF | -3.8% | EXIT | Sold out |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | -4.7% | -37.02% | Trim |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | -5.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 27 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, QUAL) accounted for 67.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
EMXC
市值: $250.8K
Top Position Liquidated / Trimmed
SPYV
前期市值: $8.9M
During Q3 2024, Buttonwood Financial Group, LLC's top holdings by market value included SPYM (21.4%)、DYNF (14.0%)、QUAL (13.1%). The largest single position, SPYM, represented 21.4% of total portfolio value.
In Q3 2024, Buttonwood Financial Group, LLC made 32 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 11 holdings, and fully liquidating 5 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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