☆Buttonwood Financial Advisors Inc.
Quality Q
0.457
AUM ($M)
329
Positions
110
Turnover
0.06
Top-10 wt
47%
Herfindahl
0.031
History (qtrs)
6
Excess Return
—
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Holdings · 112 positions · portfolio value $329M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MOAT funds › | VANECK ETF TRUST | TRIM | — | 8.6% | -0.3% | 28.2 | 271,209 | -3,144 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 6.7% | +0.6% | 22.0 | 61,556 | -2,074 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 5.9% | -0.3% | 19.4 | 426,451 | +19,324 | 5 | — |
| ☆FHLC funds › | FIDELITY COVINGTON TRUST | TRIM | — | 4.7% | -0.0% | 15.5 | 200,861 | -1,376 | 5 | — |
| ☆VIGI funds › | VANGUARD WHITEHALL FDS | ADD | — | 3.9% | +0.1% | 12.8 | 136,583 | +9,413 | 5 | — |
| ☆ISTB funds › | ISHARES TR | TRIM | — | 3.8% | -1.0% | 12.6 | 261,384 | -36,810 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.5% | +0.2% | 11.6 | 31,133 | +4,401 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 3.5% | -0.2% | 11.4 | 22,874 | +94 | 5 | — |
| ☆ARW funds › | ARROW ELECTRS INC | TRIM | — | 3.2% | +0.7% | 10.5 | 49,343 | -2,673 | 5 | — |
| ☆TER funds › | TERADYNE INC | TRIM | — | 3.1% | +0.8% | 10.2 | 21,130 | -1,977 | 5 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 2.9% | -0.2% | 9.4 | 114,361 | +3,626 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 2.7% | +1.2% | 8.9 | 12,250 | -885 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 2.5% | -0.3% | 8.1 | 14,339 | -126 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | ADD | — | 2.1% | -0.1% | 7.0 | 3,590 | +32 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | TRIM | — | 2.0% | +0.5% | 6.6 | 3,329 | -16 | 4 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.0% | +0.1% | 6.6 | 27,552 | -41 | 5 | — |
| ☆MCHP funds › | MICROCHIP TECHNOLOGY INC. | TRIM | — | 1.7% | +0.3% | 5.7 | 62,382 | -4,155 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 1.5% | +0.0% | 5.0 | 14,501 | -3 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.3% | +0.0% | 4.2 | 14,395 | -165 | 5 | — |
| ☆CNQ funds › | CANADIAN NAT RES LTD MED TER | TRIM | — | 1.3% | -0.5% | 4.1 | 104,258 | -3,615 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 1.2% | +0.2% | 4.0 | 40,304 | +11,149 | 2 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 1.2% | -0.1% | 3.9 | 42,083 | -23 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.1% | +0.0% | 3.8 | 85,038 | -580 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.1% | -0.5% | 3.7 | 27,322 | -921 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 1.1% | -0.1% | 3.6 | 15,424 | -705 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 1.0% | +0.0% | 3.4 | 8,303 | +1,216 | 5 | — |
| ☆ITOT funds › | ISHARES TR | TRIM | — | 1.0% | +0.0% | 3.2 | 19,474 | -583 | 5 | — |
| ☆BUD funds › | ANHEUSER BUSCH INBEV SA NV | TRIM | — | 1.0% | +0.1% | 3.2 | 38,802 | -253 | 5 | — |
| ☆BN funds › | BROOKFIELD CORP | TRIM | — | 1.0% | -0.0% | 3.2 | 74,143 | -27 | 5 | — |
| ☆CSGP funds › | COSTAR GROUP INC | ADD | — | 0.9% | +0.0% | 2.9 | 103,911 | +39,279 | 5 | — |
| ☆CPRT funds › | COPART INC | ADD | — | 0.9% | -0.0% | 2.8 | 100,955 | +21,853 | 4 | — |
| ☆FISV funds › | FISERV INC | TRIM | — | 0.8% | -0.2% | 2.7 | 55,841 | -1,393 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.8% | +0.0% | 2.7 | 8,084 | -18 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.8% | -0.3% | 2.6 | 12,798 | -428 | 3 | — |
| ☆FICO funds › | FAIR ISAAC CORP | ADD | — | 0.8% | +0.1% | 2.6 | 2,143 | +212 | 2 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.7% | -0.0% | 2.3 | 15,880 | -71 | 5 | — |
| ☆MGC funds › | VANGUARD WORLD FD | TRIM | — | 0.7% | -0.0% | 2.3 | 8,270 | -464 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 2.1 | 10,379 | +562 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.6% | -0.0% | 2.0 | 5,806 | -44 | 5 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | TRIM | — | 0.6% | -0.1% | 2.0 | 59,476 | -7,148 | 3 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.6% | -0.1% | 1.9 | 19,871 | -181 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.6% | -0.2% | 1.8 | 3,623 | +40 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.5% | -0.1% | 1.5 | 11,426 | -201 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.5% | +0.0% | 1.5 | 4,119 | -160 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.5% | +0.1% | 1.5 | 4,064 | -50 | 5 | — |
| ☆HSY funds › | HERSHEY CO | TRIM | — | 0.4% | -0.1% | 1.4 | 8,027 | -103 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.4% | -0.2% | 1.4 | 19,069 | -21 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 1.3 | 16,651 | +3 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | NEW | — | 0.4% | +0.4% | 1.3 | 2,480 | +2,480 | 1 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.4% | -0.1% | 1.2 | 5,607 | -2 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.4% | +0.1% | 1.2 | 1,035 | -29 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.4% | -0.1% | 1.2 | 4,429 | -8 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 0.4% | -0.0% | 1.2 | 1,239 | -10 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.4% | -0.3% | 1.2 | 11,644 | -9,546 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.3% | +0.0% | 1.1 | 3,218 | -42 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.3% | +0.0% | 1.1 | 1,483 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.3% | +0.0% | 1.1 | 3,329 | -6 | 5 | — |
| ☆LPLA funds › | LPL FINL HLDGS INC | ADD | — | 0.3% | +0.1% | 1.0 | 3,685 | +1,070 | 2 | — |
| ☆BR funds › | BROADRIDGE FINL SOLUTIONS IN | ADD | — | 0.3% | +0.1% | 1.0 | 7,232 | +2,638 | 2 | — |
| ☆MMM funds › | 3M CO | ADD | — | 0.3% | +0.0% | 1.0 | 6,113 | +1 | 5 | — |
| ☆SOXX funds › | ISHARES TR | TRIM | — | 0.3% | +0.1% | 1.0 | 1,540 | -1 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.3% | -0.1% | 0.9 | 1,010 | -41 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.3% | -0.0% | 0.9 | 4,856 | +4,662 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.8 | 9,455 | +7,872 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 0.8 | 3,193 | +2 | 5 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.8 | 1,919 | -30 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.2% | +0.0% | 0.8 | 8,736 | +6,903 | 5 | — |
| ☆WSM funds › | WILLIAMS SONOMA INC | TRIM | — | 0.2% | +0.0% | 0.7 | 3,156 | -201 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.2% | +0.0% | 0.7 | 12,800 | -105 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.2% | -0.2% | 0.7 | 5,768 | -22 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.2% | -0.0% | 0.7 | 2,000 | -2 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.7 | 8,684 | +6,392 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.2% | -0.0% | 0.7 | 4,755 | -34 | 5 | — |
| ☆SLB funds › | SLB LIMITED | TRIM | — | 0.2% | -0.1% | 0.7 | 14,311 | -463 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.2% | -0.0% | 0.7 | 2,591 | -49 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.2% | +0.1% | 0.6 | 2,138 | +1,924 | 4 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | TRIM | — | 0.2% | -0.1% | 0.6 | 5,131 | -10 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.0% | 0.6 | 1,365 | -30 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.5 | 729 | -23 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.2% | -0.0% | 0.5 | 6,666 | -174 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.2% | -0.0% | 0.5 | 1,620 | -32 | 5 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | ADD | — | 0.1% | -0.0% | 0.5 | 2,883 | +2 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | HOLD | — | 0.1% | +0.0% | 0.4 | 2,200 | +0 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 2,873 | -70 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.1% | -0.0% | 0.4 | 3,438 | -25 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.1% | -0.0% | 0.4 | 1,910 | -43 | 5 | — |
| ☆EXPD funds › | EXPEDITORS INTL WASH INC | HOLD | — | 0.1% | +0.0% | 0.4 | 2,165 | +0 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | HOLD | — | 0.1% | +0.0% | 0.3 | 1,534 | +0 | 5 | — |
| ☆EBAY funds › | EBAY INC. | TRIM | — | 0.1% | -0.0% | 0.3 | 2,987 | -721 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,628 | +1,971 | 5 | — |
| ☆STZ funds › | CONSTELLATION BRANDS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,246 | -387 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,900 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 2,577 | -49 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.3 | 517 | +517 | 1 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,621 | -222 | 5 | — |
| ☆HII funds › | HUNTINGTON INGALLS INDS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,049 | +0 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 1,441 | +0 | 5 | — |
| ☆GPC funds › | GENUINE PARTS CO | HOLD | — | 0.1% | +0.0% | 0.3 | 2,411 | +0 | 5 | — |
| ☆IBDR funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 11,658 | +0 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.1% | -0.0% | 0.3 | 2,190 | -4 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,816 | -64 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 869 | -145 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.1% | -0.0% | 0.3 | 2,789 | +2 | 5 | — |
| ☆SO funds › | SOUTHERN CO | HOLD | — | 0.1% | -0.0% | 0.2 | 2,600 | +0 | 5 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | TRIM | — | 0.1% | -0.0% | 0.2 | 5,655 | -8 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,795 | +2,795 | 1 | — |
| ☆IJJ funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,615 | -44 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | NEW | — | 0.1% | +0.1% | 0.2 | 1,410 | +1,410 | 1 | — |
| ☆ARES funds › | ARES MANAGEMENT CORPORATION | HOLD | — | 0.1% | -0.0% | 0.2 | 1,991 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,507 | +0 | 3 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -325 | 0 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -742 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 329 | 110 | 0.06 | 47% | 0.031 | 0.456 | — | in |
| 2026Q1 | 299 | 108 | 0.08 | 47% | 0.031 | 0.418 | — | in |
| 2025Q4 | 300 | 104 | 0.05 | 51% | 0.035 | 0.463 | — | in |
| 2025Q3 | 290 | 103 | 0.08 | 50% | 0.035 | 0.403 | — | in |
| 2025Q2 | 249 | 99 | 0.07 | 49% | 0.034 | 0.439 | — | entered |
| 2025Q1 | 228 | 96 | 0.00 | 50% | 0.035 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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