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Name: |
Buttonwood Financial Group LLC |
City: |
Kansas City |
State: |
MO |
Zip: |
64108 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
QUAL |
Ishares Msci Usa Quality Fa... |
2 |
- |
$0.00 |
$19,541,000 |
118,895 |
11.56% |
2,521,000 |
3,221 |
0.006 |
N/A |
|
AVUS |
Avantis Us Equity Etf |
3 |
- |
$0.00 |
$15,776,000 |
176,266 |
9.33% |
1,426,000 |
303 |
0.196 |
N/A |
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
4 |
- |
$75.43 |
$15,431,000 |
210,946 |
9.13% |
8,456,000 |
103,742 |
0.011 |
Closed - End Fund - E... |
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TLO |
Talon Metals Corp |
8 |
- |
$27.11 |
$7,587,000 |
271,564 |
4.49% |
-240,000 |
1,863 |
0.049 |
Closed - End Fund - E... |
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IXC |
iShares tr S&P Glbl Energy |
10 |
- |
$42.38 |
$4,835,000 |
112,581 |
2.86% |
1,821,000 |
35,514 |
0.125 |
Closed - End Fund - E... |
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MBB |
iShares Barclays MBS Bond |
11 |
- |
$91.30 |
$4,390,000 |
47,496 |
2.6% |
1,548,000 |
17,285 |
0.005 |
Closed - End Fund - E... |
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XCEM |
Columbia Em Core Ex China Etf |
12 |
- |
$0.00 |
$4,131,000 |
132,825 |
2.44% |
2,123,000 |
66,505 |
0.148 |
N/A |
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IFRA |
Ishares Us Infrastructure Etf |
16 |
- |
$0.00 |
$2,377,000 |
54,816 |
1.41% |
228,000 |
1,456 |
0.061 |
N/A |
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TIP |
iShares Lehman TIPS Bond |
17 |
- |
$106.42 |
$1,734,000 |
16,140 |
1.03% |
135,000 |
1,261 |
0.001 |
Closed - End Fund - E... |
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IUSB |
Ishares Core Total Usd Bond... |
20 |
- |
$0.00 |
$1,505,000 |
33,005 |
0.89% |
88,000 |
2,254 |
0.001 |
N/A |
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VWOB |
Vanguard Emerging Markets G... |
21 |
- |
$63.28 |
$1,341,000 |
20,994 |
0.79% |
9,000 |
104 |
0.009 |
N/A |
|
LCTU |
Blackrock Us Carbon Transit... |
22 |
- |
$0.00 |
$680,000 |
11,846 |
0.4% |
204,000 |
2,761 |
0.004 |
N/A |
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AOR |
iShares Core Growth Allocat... |
23 |
- |
$55.84 |
$673,000 |
12,088 |
0.4% |
37,000 |
124 |
0.041 |
Closed - End Fund - Debt |
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DSI |
iShares KLD 400 Social Index |
24 |
- |
$100.80 |
$484,000 |
4,800 |
0.29% |
145,000 |
1,082 |
0.003 |
Closed - End Fund - E... |
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SUSC |
Ishares Esg Usd Corporate Bond |
25 |
- |
$0.00 |
$442,000 |
19,222 |
0.26% |
174,000 |
7,713 |
0.021 |
N/A |
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USXF |
Ishares Esg Advanced Msci U... |
26 |
- |
$0.00 |
$410,000 |
9,072 |
0.24% |
131,000 |
2,059 |
0.007 |
N/A |
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EAGG |
Ishares Esg Us Aggregate Bo... |
28 |
- |
$46.45 |
$307,000 |
6,522 |
0.18% |
73,000 |
1,627 |
0.003 |
N/A |
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