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CIK: 0001847661
Total reported value
$175.0M
$175.0M
28 檔
70.9%
During the Q4 2024 filing period, Buttonwood Financial Group, LLC (CIK: 0001847661) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $175.0M across 28 reported positions.
In Q4 2024, Buttonwood Financial Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | 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 | 21.08% | +2.82% | +0.79% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 13.34% | -1.06% | -4.04% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.44% | +0.11% | +0.57% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 11.95% | -0.07% | -1.87% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.93% | +1.46% | -3.70% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.49% | — | -2.28% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.82% | -0.02% | +5.01% | |
| 8 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 3.61% | — | +4.89% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.88% | — | — | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.71% | -0.02% | +6.38% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.18% | — | -0.60% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.52% | -0.45% | +7.25% | |
| 13 | IFRA | Ishares US Infrastructure | ETF-Other | 1.52% | — | +1.95% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.29% | — | |
| 15 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.04% | +0.01% | +6.16% | |
| 16 | IXC | Ishares Global Energy ETF | ETF-Other | 0.87% | — | +3.39% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.79% | — | +2.29% | |
| 18 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.41% | -0.01% | -7.39% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.33% | -0.02% | -10.54% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.31% | +0.12% | NEW | |
| 21 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.29% | -0.07% | -2.23% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.28% | +0.01% | -8.38% | |
| 23 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.21% | +0.03% | +9.92% | |
| 24 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.19% | — | +6.29% | |
| 25 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.19% | — | — | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | — | -8.08% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.14% | — | +7.40% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | +0.12% | NEW |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 28 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, QUAL) accounted for 70.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
MTUM
市值: $5.2M
Top Position Liquidated / Trimmed
IGEB
前期市值: $225.8K
During Q4 2024, Buttonwood Financial Group, LLC's top holdings by market value included SPYM (21.1%)、DYNF (13.3%)、QUAL (12.4%). The largest single position, SPYM, represented 21.1% of total portfolio value.
In Q4 2024, Buttonwood Financial Group, LLC made 31 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 10 holdings, and fully liquidating 3 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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