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13F-HR filed by Buttonwood Financial Advisors Inc.

Buttonwood Financial Advisors Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-24, with 103 holding rows worth $212,680,792.

Accession
0001904033-24-000002
Filer
CIK 1904033
Filed
2024-04-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 103 entries on the cover page, a total value of $212,680,792 stated on the cover page (in dollars after the unit check, H1), rows summing to $212,680,792 with VALUE read as dollars as filed, 13F file number 028-21507. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT194,827$17,514,961dollars as filed
Microsoft Corp594918104COM29,894$12,577,018dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I171,337$11,954,169dollars as filed
Berkshire Hathaway Inc084670702COM23,402$9,840,799dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM63,991$9,658,162dollars as filed
META PLATFORMS INC CL A30303M102COM19,392$9,416,261dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF187,042$8,474,889dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD139,144$6,601,003dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR74,918$4,553,523dollars as filed
Visa Inc92826C839COM16,048$4,478,625dollars as filed
ISHARES TR464287457COM54,092$4,423,679dollars as filed
Amazon.com, Inc023135106COM23,814$4,295,515dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock45,220$4,056,728dollars as filed
MARKELGROUPINC570535104STOK2,562$3,897,499dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS47,014$3,833,030dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock47,927$3,657,823dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS19,773$3,610,763dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2104,110$3,326,313dollars as filed
EXXON MOBIL CORP30231G102COM28,176$3,275,180dollars as filed
Walt Disney Co254687106COM26,396$3,229,806dollars as filed
Charles Schwab Corp808513105COM43,787$3,167,555dollars as filed
KENVUE INC49177J102COM135,653$2,911,111dollars as filed
ARROW ELECTRS INC042735100COM20,683$2,677,621dollars as filed
EMERSON ELEC CO COM291011104Stock23,595$2,676,129dollars as filed
Home Depot, Inc437076102COM6,960$2,669,937dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS22,951$2,646,246dollars as filed
Apple Inc037833100COM15,094$2,588,336dollars as filed
Applied Materials,Inc.038222105COM12,244$2,525,087dollars as filed
American Express Company025816109COM10,984$2,500,929dollars as filed
Starbucks Corporation855244109COM25,193$2,302,428dollars as filed
FISERV INC337738108COM14,264$2,279,649dollars as filed
Accenture Plc Class AG1151C101COM6,151$2,132,002dollars as filed
3M CO COM88579Y101Stock17,659$1,873,123dollars as filed
MGC921910873COM9,493$1,774,022dollars as filed
Booking Holdings Inc.09857L108COM449$1,630,507dollars as filed
McDonalds Corporation580135101COM5,739$1,618,100dollars as filed
Lowes Companies,Inc.548661107COM5,942$1,513,606dollars as filed
CARMAX INC COM143130102Stock17,100$1,489,537dollars as filed
PepsiCo,Inc.713448108COM8,210$1,436,858dollars as filed
Procter & Gamble Co742718109COM8,834$1,433,320dollars as filed
Bank of America Corp060505104COM34,389$1,304,035dollars as filed
Netflix, Inc64110L106COM2,144$1,302,146dollars as filed
BLACKROCK INC CL A COM09247X101COM1,471$1,225,958dollars as filed
Lockheed Martin Corporation539830109COM2,627$1,195,115dollars as filed
IJH464287507COM19,395$1,178,023dollars as filed
JPMorgan Chase & Co46625H100COM5,834$1,168,462dollars as filed
UnitedHealth Group Inc91324P102COM2,132$1,054,947dollars as filed
Costco Wholesale Corporation22160K105COM1,388$1,016,726dollars as filed
General Electric Company369604301COM5,761$1,011,280dollars as filed
DOMINION ENERGY INC COM25746U109Stock20,449$1,005,867dollars as filed
Intercontinental Exchange,Inc.45866F104COM6,731$925,083dollars as filed
American Tower Corporation03027X100COM4,498$888,772dollars as filed
Schlumberger Limited806857108COM15,455$847,106dollars as filed
WILLIAMS SONOMA INC COM969904101Stock2,438$774,220dollars as filed
Coca-Cola Company191216100COM12,470$762,911dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,894$723,045dollars as filed
United Parcel Service,Inc. Class B911312106COM4,731$703,183dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR4,588$682,357dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,286$665,980dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS2,229$638,744dollars as filed
PAYPALHLDGSINC70450Y103STOK9,254$619,905dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS5,580$616,697dollars as filed
SPY78462F103SHS1,176$615,179dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,167$612,227dollars as filed
AbbVie,Inc.00287Y109COM3,351$610,198dollars as filed
Stryker Corporation863667101COM1,696$607,108dollars as filed
S&P Global,Inc.78409V104COM1,425$606,438dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,086$600,831dollars as filed
Vanguard Small-Cap ETF922908751SHS2,397$547,844dollars as filed
Abbott Laboratories002824100COM4,773$542,473dollars as filed
Johnson & Johnson478160104COM3,408$539,186dollars as filed
Walmart Inc.931142103COM8,796$529,258dollars as filed
VTI922908769COM1,942$504,767dollars as filed
Automatic Data Processing,Inc.053015103COM2,004$500,554dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock3,493$464,549dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS7,988$463,859dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,992$455,562dollars as filed
EBAY INC. COM278642103Stock8,245$435,149dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS2,688$419,086dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS752$395,086dollars as filed
Duke Energy Corporation26441C204COM4,042$390,862dollars as filed
Vanguard Growth922908736COM1,130$388,881dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock4,924$378,177dollars as filed
Southern Company842587107COM5,213$373,978dollars as filed
ISHARES TR464287523COM1,544$348,741dollars as filed
Eaton Corp. PlcG29183103COM1,000$312,680dollars as filed
Oracle Corporation68389X105COM2,381$299,127dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,382$289,613dollars as filed
Boeing Company097023105COM1,465$282,766dollars as filed
NextEra Energy,Inc.65339F101COM4,395$280,894dollars as filed
YUM BRANDS INC COM988498101Stock1,955$271,014dollars as filed
GENTEX CORP COM371901109Stock7,386$266,792dollars as filed
NVIDIA Corp67066G104COM293$264,743dollars as filed
GENUINE PARTS CO COM372460105Stock1,655$256,349dollars as filed
Mondelez International,Inc. Class A609207105COM3,400$238,000dollars as filed
USBANCORPDEL902973304COM NEW5,321$237,834dollars as filed
Raytheon Technologies Corporation75513E101COM2,405$234,597dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR2,330$225,397dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock2,475$222,914dollars as filed
Pfizer Inc.717081103COM7,976$221,343dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS1,798$212,707dollars as filed
Wells Fargo & Company949746101COM3,519$203,962dollars as filed
FIRST TRUST ENHANCED EQUITY IN337318109COM10,458$197,656dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001904033-24-000002this filing2024-04-24acceptance time not in the bulk data set