Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BUTTONWOOD FINANCIAL ADVISORS INC 08-08-2024 06-30-2024 99 211,878,455
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANECK ETF TRUST MRNGSTR WDE MOAT 1 $18,802,572 217,095 0.01 0.01 22,268 11.43 06-30-2024
MICROSOFT CORP COM 2 $11,784,366 26,366 0.01 0.01 -3,528 -11.80 06-30-2024
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 3 $11,680,955 170,276 0.01 0.01 -1,061 -0.62 06-30-2024
ALPHABET INC CAP STK CL A 4 $11,225,458 61,628 0.01 0.00 -2,363 -3.69 06-30-2024
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