Buttonwood Financial Group, LLC Top Holdings and 13F Report (2024) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $175.31 million in total holdings as of June 30, 2024.Buttonwood Financial Group, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 12.00% of the portfolio was purchased this quarter.About 11.44% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 29 new stocks and bought additional shares in 21 stocks.Buttonwood Financial Group, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $25,916,374SPDR Portfolio S&P 500 ETF $24,495,553BlackRock U.S. Equity Factor Rotation ETF $22,238,075iShares MSCI USA Quality Factor ETF $20,951,905Avantis U.S. Equity ETF $16,177,835 Largest New Holdings this Quarter iShares Investment Grade Bond Factor ETF $220,837 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 110,158 shares (about $8.89M)BlackRock U.S. Equity Factor Rotation ETF 171,946 shares (about $8.10M)Columbia EM Core ex-China ETF 40,347 shares (about $1.29M)iShares MSCI USA Quality Factor ETF 4,040 shares (about $688.54K)SPDR Portfolio S&P 500 Value ETF 6,892 shares (about $334.33K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 199,172 shares (about $12.77M)iShares Global Energy ETF 75,403 shares (about $3.14M)SPDR Portfolio Aggregate Bond ETF 50,413 shares (about $1.25M)iShares U.S. Technology ETF 1,305 shares (about $198.38K)iShares MSCI EAFE Value ETF 1,129 shares (about $60.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofButtonwood Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$25,916,374$8,890,876 ▲52.2%321,10414.8%ETFSPLGSPDR Portfolio S&P 500 ETF$24,495,553$12,774,912 ▼-34.3%381,90714.0%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$22,238,075$8,098,673 ▲57.3%472,14512.7%ETFQUALiShares MSCI USA Quality Factor ETF$20,951,905$688,540 ▲3.4%122,93512.0%ETFAVUSAvantis U.S. Equity ETF$16,177,835$276,944 ▲1.7%179,3369.2%ETFIYWiShares U.S. Technology ETF$11,246,524$198,385 ▼-1.7%73,9816.4%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$8,923,531$334,330 ▲3.9%183,9535.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$7,572,079$324,043 ▲4.5%283,7054.3%ETFEFViShares MSCI EAFE Value ETF$6,696,771$60,187 ▼-0.9%125,6193.8%ETFXCEMColumbia EM Core ex-China ETF$5,527,648$1,287,876 ▲30.4%173,1723.2%ETFMBBiShares MBS ETF$4,601,978$286,823 ▲6.6%50,6532.6%ETFMGCVanguard Mega Cap ETF$3,771,519$46,190 ▼-1.2%19,0252.2%ETFBINCBlackRock Flexible Income ETF$2,527,286$153,034 ▲6.4%48,6851.4%ETFIFRAiShares U.S. Infrastructure ETF$2,304,919$27,299 ▲1.2%55,4731.3%ETFTIPiShares TIPS Bond ETF$1,776,501$67,044 ▲3.9%16,7731.0%ETFAOAiShares Core Aggressive Allocation ETF$1,647,105$8,674 ▲0.5%22,0260.9%ETFIUSBiShares Core Total USD Bond Market ETF$1,562,157$82,533 ▲5.6%34,8460.9%ManufacturingIXCiShares Global Energy ETF$1,548,883$3,141,385 ▼-67.0%37,1780.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,386,198$76,189 ▲5.8%22,2150.8%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$746,084$41,122 ▲5.8%12,5370.4%ETFAORiShares Core Growth Allocation ETF$708,229$28,293 ▲4.2%12,5910.4%ETFDSIiShares MSCI KLD 400 Social ETF$538,253$39,389 ▲7.9%5,1790.3%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$484,189$51,503 ▲11.9%21,5100.3%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$450,456$29,424 ▲7.0%9,7060.3%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$428,827$1,253,171 ▼-74.5%17,2510.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$311,579$10,391 ▲3.4%6,7470.2%ETFESGUiShares ESG Aware MSCI USA ETF$298,541$49,617 ▼-14.3%2,4970.2%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$250,535$20,603 ▲9.0%3,7210.1%ManufacturingIGEBiShares Investment Grade Bond Factor ETF$220,837$220,837 ▲New Holding5,0200.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$2,524,846 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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