Boltwood Capital Management - Portfolio overview

Boltwood Capital Management has 192 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 7.18%
2. TDTT - FLEXSHARES TR, 5.56%
3. MBB - ISHARES TR, 3.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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