Filer Name: BUTTONWOOD FINANCIAL GROUP, LLC
CIK: 1847661
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 28
Portfolio Value: $0.18B

Buttonwood Financial Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 532,192 $38M 21.08% 0.8% -
DYNF US ISHRS US E F R A ETF-USD INC 453,201 $24M 13.34% -4.0% -
QUAL US ISHARES MSCI USA QUALITY FAC 122,033 $22M 12.44% 0.6% -
AVUS US AVANTIS U.S. EQUITY ETF 213,188 $22M 11.95% -1.9% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 194,755 $18M 9.93% -3.7% -
IYW US ISHARES USTECHNOLOGY ETF 71,132 $12M 6.49% -2.3% -
SPTL US SPDR PORT LNG TRM TRSRY 264,162 $7M 3.82% 5.0% -
XCEM US COLUMBIA EM CORE EX-CHINA ET 213,590 $7M 3.61% 4.9% -
MTUM US ISHARES MSCI USA MOMENTUM FA 23,291 $5M 2.88% 100.0% -
MBB US ISHARES MBS ETF 53,329 $5M 2.71% 6.4% -
MGC US VANGUARD MEGA CAP ETF 17,867 $4M 2.18% -0.6% -
IFRA US ISHARES US INFRASTRUCTURE 56,693 $3M 1.52% 2.0% -
BINC US ISHARES FLEX I A ETF-USD INC 52,490 $3M 1.52% 7.3% -
IAU US ISHARES GOLD TRUST 40,551 $2M 1.17% 100.0% -
AOA US ISHARES CORE AGGRESSIVE ALLO 23,720 $2M 1.04% 6.2% -
IXC US ISHARES GLOBAL ENERGY ETF 39,008 $2M 0.87% 3.4% -
VWOB US VANGUARD EMERG MKTS GOV BND 22,426 $1M 0.79% 2.3% -
LCTU US BLACKROCK US CARBON TR READ 11,118 $1M 0.41% -7.4% -
AOR US ISHARES CORE GROWTH ALLOCATI 10,156 $1M 0.33% -10.5% -
USXF US ISHARES ESG ADVANCE MSCI USA 10,802 $1M 0.31% 2.2% -
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