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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SCHFSchwab Strategic Tr
| 6.69% | $21.93M 1.185M shares@ $18.51 avg price | Increased 100.82% |
TDTTFlexshares Tr
| 4.07% | $13.343M 565,629 shares@ $23.59 avg price | Increased 5.14% |
HYGVFlexshares Tr
| 4.01% | $13.14M 323,006 shares@ $40.68 avg price | Increased 3.22% |
MBBIshares Tr
| 3.84% | $12.571M 137,122 shares@ $91.69 avg price | Increased 2.53% |
IEIIshares Tr
| 3.44% | $11.281M 97,629 shares@ $115.56 avg price | Increased 5.75% |
SPDWSpdr Index Shs Fds
| 3.01% | $9.849M 288,560 shares@ $34.14 avg price | Increased 1.36% |
MBSDFlexshares Tr
| 2.54% | $8.327M 411,523 shares@ $20.24 avg price | Decreased -1.32% |
AAPLApple Inc
| 2.44% | $7.978M 31,858 shares@ $250.42 avg price | Decreased -13.96% |
IJHIshares Tr
| 2.16% | $7.063M 113,345 shares@ $62.32 avg price | Decreased -0.71% |
MSFTMicrosoft Corp
| 2.09% | $6.851M 16,254 shares@ $421.5 avg price | Decreased -2.03% |