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Buttonwood Financial Group, LLC Portfolio
$198.5M across 39 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $24.9M | 12.6% | 352,741 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $23.9M | 12.1% | 260,859 |
| AVEMAvantis Emerging Markets Equity ETF | $20.3M | 10.2% | 211,054 |
| AMERICAN CENTY ETF TR | $15.7M | 7.9% | 170,118 |
| BLACKROCK ETF TRUST | $15.5M | 7.8% | 516,105 |
| BAIiShares A.I. Innovation and Tech Active ETF | $11.4M | 5.7% | 228,500 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $8.8M | 4.4% | 409,830 |
| BLACKROCK ETF TRUST | $8.7M | 4.4% | 232,208 |
| AVUSAvantis U.S. Equity ETF | $8.5M | 4.3% | 64,643 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $8.3M | 4.2% | 65,932 |
| BLACKROCK ETF TRUST | $6.6M | 3.3% | 130,060 |
| VTEBVanguard Tax-Exempt Bond ETF | $6.1M | 3.1% | 128,160 |
| SHLDGlobal X Defense Tech ETF | $5.2M | 2.6% | 87,358 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $5.1M | 2.6% | 65,454 |
| THROiShares U.S. Thematic Rotation Active ETF | $4.3M | 2.2% | 95,175 |
| QUALiShares MSCI USA Quality Factor ETF | $4M | 2.0% | 17,534 |
| BNDXVanguard Total International Bond ETF | $3.9M | 2.0% | 83,268 |
| SPDR SERIES TRUST | $3M | 1.5% | 48,551 |
| BINCiShares Flexible Income Active ETF | $1.9M | 1.0% | 37,694 |
| AOAiShares Core Aggressive Allocation Fund | $1.5M | 0.8% | 15,165 |
| ISHARES TR | $1.5M | 0.7% | 7,585 |
| ISHARES INC | $1.4M | 0.7% | 12,292 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.2M | 0.6% | 7,277 |
| XARSPDR S&P Aerospace & Defense ETF | $1.1M | 0.6% | 4,716 |
| FIDELITY COVINGTON TRUST | $640.9K | 0.3% | 8,880 |
| GOLDMAN SACHS PHYSICAL GOLD | $563.7K | 0.3% | 13,718 |
| STIPiShares 0-5 Year TIPS Bond ETF | $542.5K | 0.3% | 5,426 |
| SCHXSchwab U.S. Large-Cap ETF | $426.2K | 0.2% | 13,884 |
| ISHARES TR | $420.2K | 0.2% | 9,041 |
| AORiShares Core 60/40 Balanced Allocation ETF | $406.9K | 0.2% | 5,896 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $393.8K | 0.2% | 5,156 |
| SHWSherwin-Williams Co | $385.4K | 0.2% | 1,200 |
| LCTUBlackRock U.S. Carbon Transition Readiness ETF | $364.8K | 0.2% | 4,372 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $315.8K | 0.2% | 6,994 |
| DSIiShares ESG MSCI KLD 400 ETF | $292.4K | 0.1% | 1,948 |
| ISHARES TR | $292K | 0.1% | 3,474 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $235.9K | 0.1% | 10,756 |
| IVWiShares S&P 500 Growth ETF | $216.7K | 0.1% | 1,484 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $209.1K | 0.1% | 8,822 |
Quarter ending 2026-09-30.
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