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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
SCHFSchwab Strategic Tr
Recent Activity
Increased 100.82%
6.69%
$21.93M
1.185M shares@ $18.51 avg price
TDTTFlexshares Tr
Recent Activity
Increased 5.14%
4.07%
$13.343M
565,629 shares@ $23.59 avg price
HYGVFlexshares Tr
Recent Activity
Increased 3.22%
4.01%
$13.14M
323,006 shares@ $40.68 avg price
MBBIshares Tr
Recent Activity
Increased 2.53%
3.84%
$12.571M
137,122 shares@ $91.69 avg price
IEIIshares Tr
Recent Activity
Increased 5.75%
3.44%
$11.281M
97,629 shares@ $115.56 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 1.36%
3.01%
$9.849M
288,560 shares@ $34.14 avg price
GUNRFlexshares Tr
Recent Activity
Increased 6.42%
1.95%
$6.396M
175,902 shares@ $36.37 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.16%
1.95%
$6.372M
47,450 shares@ $134.3 avg price
SHYIshares Tr
Recent Activity
Increased 6.42%
1.82%
$5.94M
72,452 shares@ $81.99 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.36%
1.73%
$5.655M
24,322 shares@ $232.52 avg price