Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Buttonwood Financial Group, LLC

Q2 2024 · 13F-HR

Buttonwood Financial Group, LLCholdings as filed

Filed 2024-07-10 · accession 0001085146-24-002838

$175.3M
Reported value
29
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SER TR$25.9M14.8%321,104CommonNONE
78464A854SPYMSPDR SER TR$24.5M14.0%381,907CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$22.2M12.7%472,145CommonNONE
46432F339QUALISHARES TR$21.0M12.0%122,935CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$16.2M9.23%179,336CommonNONE
464287721IYWISHARES TR$11.2M6.42%73,981CommonNONE
78464A508SPYVSPDR SER TR$8.9M5.09%183,953CommonNONE
78464A664SPTLSPDR SER TR$7.6M4.32%283,705CommonNONE
464288877EFVISHARES TR$6.7M3.82%125,619CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$5.5M3.15%173,172CommonNONE
464288588MBBISHARES TR$4.6M2.63%50,653CommonNONE
921910873MGCVANGUARD WORLD FD$3.8M2.15%19,025CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.5M1.44%48,685CommonNONE
46435U713IFRAISHARES TR$2.3M1.31%55,473CommonNONE
464287176TIPISHARES TR$1.8M1.01%16,773CommonNONE
464289859AOAISHARES TR$1.6M0.94%22,026CommonNONE
46434V613IUSBISHARES TR$1.6M0.89%34,846CommonNONE
464287341IXCISHARES TR$1.5M0.88%37,178CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.4M0.79%22,215CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$746,0840.43%12,537CommonNONE
464289867AORISHARES TR$708,2290.40%12,591CommonNONE
464288570DSIISHARES TR$538,2530.31%5,179CommonNONE
46435G193SUSCISHARES TR$484,1890.28%21,510CommonNONE
46436E767USXFISHARES TR$450,4560.26%9,706CommonNONE
78464A649SPABSPDR SER TR$428,8270.24%17,251CommonNONE
46435U549EAGGISHARES TR$311,5790.18%6,747CommonNONE
46435G425ESGUISHARES TR$298,5410.17%2,497CommonNONE
46436E759DMXFISHARES TR$250,5350.14%3,721CommonNONE
46435G219IGEBISHARES TR$220,8370.13%5,020CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.