News + Filings Holdings
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Buttonwood Financial Advisors Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 13,829 | 13,829 | 2,246,194,000 | 2,246,194,000 | 1.41 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 18,888 | 18,888 | 1,848,038,000 | 1,848,038,000 | 1.16 | |
Hist
| 06/30/2023 |
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Vanguard Mega Cap ETF
| MGC | common | 7,410 | 7,410 | 1,159,380,000 | 1,159,380,000 | 0.73 | |
Hist
| 06/30/2023 |
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Warner Bros. Discovery, Inc.
| WBD | Common | 81,385 | 81,385 | 1,020,568,000 | 1,020,568,000 | 0.64 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 18,660 | 18,660 | 847,537,000 | 847,537,000 | 0.53 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 4,001 | 4,001 | 662,286,000 | 662,286,000 | 0.42 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 990 | 990 | 533,045,000 | 533,045,000 | 0.33 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 1,173 | 1,173 | 520,178,000 | 520,178,000 | 0.33 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 2,147 | 2,147 | 472,753,000 | 472,753,000 | 0.30 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 2,145 | 2,145 | 426,683,000 | 426,683,000 | 0.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 4,095 | 4,095 | 408,021,000 | 408,021,000 | 0.26 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 1,826 | 1,826 | 402,266,000 | 402,266,000 | 0.25 | |
Hist
| 06/30/2023 |
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STRYKER CORP
| SYK | Common | 1,278 | 1,278 | 390,019,000 | 390,019,000 | 0.24 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| MGK | Common | 1,565 | 1,565 | 368,301,000 | 368,301,000 | 0.23 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 5,941 | 5,941 | 342,971,000 | 342,971,000 | 0.21 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 1,128 | 1,128 | 319,252,000 | 319,252,000 | 0.20 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 2,450 | 2,450 | 296,377,000 | 296,377,000 | 0.19 | |
Hist
| 06/30/2023 |
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FLEXSHARES TRUST
| ESG | Common | 2,687 | 2,687 | 290,450,000 | 290,450,000 | 0.18 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGW | ETF | 561 | 561 | 284,573,000 | 284,573,000 | 0.18 | |
Hist
| 06/30/2023 |
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EXPEDITORS INTERNATIONAL OF WASHINGTON INC
| EXPD | Common | 2,216 | 2,216 | 268,470,000 | 268,470,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 2,252 | 2,252 | 268,212,000 | 268,212,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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YUM BRANDS INC
| YUM | Common | 1,800 | 1,800 | 249,393,000 | 249,393,000 | 0.16 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJJ | Common | 2,147 | 2,147 | 229,981,000 | 229,981,000 | 0.14 | |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 3,991 | 3,991 | 206,513,000 | 206,513,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
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WILLIAMS SONOMA INC
| WSM | Common | 1,642 | 1,642 | 205,465,000 | 205,465,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
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Leidos Holdings, Inc.
| LDOS | COM | 2,306 | 2,306 | 204,077,000 | 204,077,000 | 0.13 | |
Hist
| 06/30/2023 |
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Eaton Corp plc
| ETN | SHS | 1,000 | 1,000 | 201,100,000 | 201,100,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
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