Universe · entity
Boltwood Capital Management
Institutional manager (13F) · CIK 1563690
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $295M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $28M | 1,145,614 |
| 2 | FLEXSHARES TR | $22M | 905,288 |
| 3 | ISHARES TR | $13M | 134,437 |
| 4 | SPDR INDEX SHS FDS | $13M | 274,680 |
| 5 | ISHARES TR | $12M | 98,073 |
| 6 | APPLE INC | $10M | 37,782 |
| 7 | NVIDIA CORPORATION | $9M | 53,862 |
| 8 | FLEXSHARES TR | $9M | 233,538 |
| 9 | SCHWAB STRATEGIC TR | $8M | 255,695 |
| 10 | ISHARES TR | $8M | 117,820 |
| 11 | ALPHABET INC | $8M | 26,866 |
| 12 | SELECT SECTOR SPDR TR | $7M | 56,181 |
| 13 | MICROSOFT CORP | $7M | 19,292 |
| 14 | FLEXSHARES TR | $7M | 129,236 |
| 15 | ISHARES TR | $7M | 56,962 |
| 16 | ISHARES TR | $7M | 87,505 |
| 17 | ISHARES TR | $7M | 83,325 |
| 18 | FLEXSHARES TR | $6M | 285,683 |
| 19 | CATERPILLAR INC | $5M | 7,571 |
| 20 | FLEXSHARES TR | $5M | 83,619 |
| 21 | SPDR INDEX SHS FDS | $5M | 112,235 |
| 22 | FLEXSHARES TR | $5M | 83,627 |
| 23 | JPMORGAN CHASE & CO | $5M | 16,982 |
| 24 | CHEVRON CORPORATION | $5M | 22,765 |
| 25 | SPDR SERIES TRUST | $5M | 202,063 |
| 26 | EXXON MOBIL CORP | $4M | 25,427 |
| 27 | ISHARES TR | $4M | 80,715 |
| 28 | AMAZON COM INC | $4M | 18,405 |
| 29 | FLEXSHARES TR | $4M | 76,597 |
| 30 | SPDR INDEX SHS FDS | $4M | 49,075 |
| 31 | SCHWAB STRATEGIC TR | $3M | 117,932 |
| 32 | ISHARES TR | $3M | 32,052 |
| 33 | KLA CORP | $3M | 2,030 |
| 34 | SCHWAB STRATEGIC TR | $3M | 95,254 |
| 35 | ISHARES TR | $3M | 30,050 |
| 36 | SELECT SECTOR SPDR TR | $3M | 19,422 |
| 37 | LOWES COS INC | $3M | 11,942 |
| 38 | META PLATFORMS INC | $3M | 4,869 |
| 39 | SELECT SECTOR SPDR TR | $3M | 25,560 |
| 40 | SELECT SECTOR SPDR TR | $3M | 43,017 |
| 41 | SCHWAB STRATEGIC TR | $3M | 102,795 |
| 42 | WALMART INC | $2M | 18,580 |
| 43 | ISHARES TR | $2M | 22,265 |
| 44 | SELECT SECTOR SPDR TR | $2M | 20,546 |
| 45 | SELECT SECTOR SPDR TR | $2M | 13,982 |
| 46 | SELECT SECTOR SPDR TR | $2M | 45,253 |
| 47 | AMERICAN EXPRESS CO | $2M | 7,100 |
| 48 | VANGUARD INTL EQUITY INDEX F | $2M | 27,644 |
| 49 | PROCTER & GAMBLE CO | $2M | 13,952 |
| 50 | COCA COLA CO | $2M | 26,213 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.