Top 50 Boltwood Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 7.23% | 1.15M | $28.4M | +0.07%(+801) | $16.01(+66.50%) | 2026-03-31 | |
| TDTT | FLEXSHARES TR | 5.6% | 905.3K | $21.9M | +14.78%(+116.61K) | $23.90(+1.69%) | 2026-03-31 | |
| MBB | ISHARES TR | 3.26% | 134.4K | $12.8M | +2.88%(+3.76K) | $97.22(-2.99%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.2% | 274.7K | $12.5M | -0.21%(-590) | $29.63(+66.04%) | 2026-03-31 | |
| IEI | ISHARES TR | 2.97% | 98.1K | $11.6M | -0.21%(-210) | $118.52(-0.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.45% | 37.8K | $9.6M | +3.87%(+1.41K) | $80.15(+254.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.4% | 53.9K | $9.4M | +4.55%(+2.34K) | $36.36(+440.47%) | 2026-03-31 | |
| HYGV | FLEXSHARES TR | 2.39% | 233.5K | $9.4M | -20.53%(-60.33K) | $44.07(-8.71%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.15% | 255.7K | $8.4M | +5.78%(+13.96K) | $26.11(+37.85%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.03% | 117.8K | $8.0M | +0.71%(+835) | $28.50(+157.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.87% | +22.05% |
| Top 20 Holdings Unweighted | +7.95% | +25.79% |
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