Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOLTWOOD CAPITAL MANAGEMENT 10-10-2023 09-30-2023 155 269,960,548
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR INTL EQTY ETF 1 $19,279,160 567,702 0.01 0.01 11,788 2.12 09-30-2023
ISHARES TR 3 7 YR TREAS BD 2 $16,001,842 141,409 0.01 0.00 26,300 22.85 09-30-2023
FLEXSHARES TR HIG YLD VL ETF 3 $12,657,000 318,335 0.00 0.00 44,507 16.25 09-30-2023
ISHARES TR MBS ETF 4 $12,218,614 137,597 0.00 0.00 15,492 12.69 09-30-2023
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