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Zack Wolf

@Boltwood Capital Management

Latest period2024 - Q4ReportedManaged Assets$328.152MTotal holdings170
Assets growth rate-2.75%Assets growth rate (2-Q avg)1.34%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Boltwood Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Boltwood Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 328.152M in assets, with a quarterly growth rate of -2.75% and a 2-quarter average growth rate of 1.34%. The portfolio is managed by Zack Wolf, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MBSDFlexshares Tr
Recent Activity
Decreased -1.32%
2.54%
$8.327M
411,523 shares@ $20.24 avg price
AAPLApple Inc
Recent Activity
Decreased -13.96%
2.44%
$7.978M
31,858 shares@ $250.42 avg price
IJHIshares Tr
Recent Activity
Decreased -0.71%
2.16%
$7.063M
113,345 shares@ $62.32 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.03%
2.09%
$6.851M
16,254 shares@ $421.5 avg price
IJRIshares Tr
Recent Activity
Decreased -0.69%
1.97%
$6.458M
56,046 shares@ $115.22 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.98%
1.94%
$6.347M
238,329 shares@ $26.63 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -0.1%
1.31%
$4.274M
111,395 shares@ $38.37 avg price
SKORFlexshares Tr
Recent Activity
Decreased -0.13%
1.29%
$4.225M
88,571 shares@ $47.71 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.29%
1.01%
$3.283M
22,665 shares@ $144.85 avg price
IEFIshares Tr
Recent Activity
Decreased -6.67%
1%
$3.249M
35,144 shares@ $92.46 avg price