0001563690-21-000002.txt : 20210405
0001563690-21-000002.hdr.sgml : 20210405
20210405102259
ACCESSION NUMBER: 0001563690-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210405
DATE AS OF CHANGE: 20210405
EFFECTIVENESS DATE: 20210405
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Boltwood Capital Management
CENTRAL INDEX KEY: 0001563690
IRS NUMBER: 942998774
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15111
FILM NUMBER: 21804062
BUSINESS ADDRESS:
STREET 1: 100 PRINGLE AVENUE, SUITE 770
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
BUSINESS PHONE: 4154331550
MAIL ADDRESS:
STREET 1: 100 PRINGLE AVENUE, SUITE 770
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001563690
XXXXXXXX
03-31-2021
03-31-2021
Boltwood Capital Management
100 PRINGLE AVENUE, SUITE 770
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-15111
N
Zack Wolf
Portfolio Manager
415-433-1550
Zack Wolf
Benicia
CA
04-05-2021
0
148
225167
false
INFORMATION TABLE
2
bcm_033121_13f.xml
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CORE S&P MCP ETF
464287507
5556
21347
SH
SOLE
0
21347
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
5803
53466
SH
SOLE
0
53466
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
288
726
SH
SOLE
0
726
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1054
16461
SH
SOLE
0
16461
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
261
548
SH
SOLE
0
548
0
0
AMAZON COM INC
COM
023135106
2123
686
SH
SOLE
0
686
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
290
4586
SH
SOLE
0
4586
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
736
2880
SH
SOLE
0
2880
0
0
BOEING CO
COM
097023105
678
2660
SH
SOLE
0
2660
0
0
ABBOTT LABS
COM
002824100
2952
24635
SH
SOLE
0
24635
0
0
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
259
7249
SH
SOLE
0
7249
0
0
INTEL CORP
COM
458140100
1938
30280
SH
SOLE
0
30280
0
0
ORACLE CORP
COM
68389X105
1959
27923
SH
SOLE
0
27923
0
0
DISNEY WALT CO
COM
254687106
3995
21650
SH
SOLE
0
21650
0
0
HONEYWELL INTL INC
COM
438516106
690
3179
SH
SOLE
0
3179
0
0
US BANCORP DEL
COM NEW
902973304
1283
23200
SH
SOLE
0
23200
0
0
JOHNSON & JOHNSON
COM
478160104
1567
9535
SH
SOLE
0
9535
0
0
PFIZER INC
COM
717081103
2446
67505
SH
SOLE
0
67505
0
0
LOWES COS INC
COM
548661107
3871
20355
SH
SOLE
0
20355
0
0
ISHARES TR
MSCI EAFE ETF
464287465
2616
34478
SH
SOLE
0
34478
0
0
CHEVRON CORP NEW
COM
166764100
2880
27481
SH
SOLE
0
27481
0
0
MICROSOFT CORP
COM
594918104
4363
18504
SH
SOLE
0
18504
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
302
1775
SH
SOLE
0
1775
0
0
AT&T INC
COM
00206R102
376
12432
SH
SOLE
0
12432
0
0
CITIGROUP INC
COM NEW
172967424
555
7635
SH
SOLE
0
7635
0
0
CISCO SYS INC
COM
17275R102
318
6150
SH
SOLE
0
6150
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
331
2485
SH
SOLE
0
2485
0
0
COCA COLA CO
COM
191216100
1725
32720
SH
SOLE
0
32720
0
0
PEPSICO INC
COM
713448108
1383
9777
SH
SOLE
0
9777
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
825
14184
SH
SOLE
0
14184
0
0
XEROX HOLDINGS CORP
COM NEW
98421M106
251
10353
SH
SOLE
0
10353
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1328
16857
SH
SOLE
0
16857
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
853
17395
SH
SOLE
0
17395
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
921
27063
SH
SOLE
0
27063
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1426
14481
SH
SOLE
0
14481
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3030
22818
SH
SOLE
0
22818
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
923
13514
SH
SOLE
0
13514
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2066
17694
SH
SOLE
0
17694
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
2492
14825
SH
SOLE
0
14825
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
565
3842
SH
SOLE
0
3842
0
0
BK OF AMERICA CORP
COM
060505104
319
8242
SH
SOLE
0
8242
0
0
STARBUCKS CORP
COM
855244109
427
3906
SH
SOLE
0
3906
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
1022
5425
SH
SOLE
0
5425
0
0
EXXON MOBIL CORP
COM
30231G102
1852
33172
SH
SOLE
0
33172
0
0
WALMART INC
COM
931142103
1820
13402
SH
SOLE
0
13402
0
0
UNION PAC CORP
COM
907818108
997
4525
SH
SOLE
0
4525
0
0
TARGET CORP
COM
87612E106
246
1241
SH
SOLE
0
1241
0
0
LILLY ELI & CO
COM
532457108
1227
6570
SH
SOLE
0
6570
0
0
CVS HEALTH CORP
COM
126650100
1032
13715
SH
SOLE
0
13715
0
0
DOMINION ENERGY INC
COM
25746U109
966
12715
SH
SOLE
0
12715
0
0
DANAHER CORPORATION
COM
235851102
1289
5725
SH
SOLE
0
5725
0
0
MERCK & CO. INC
COM
58933Y105
635
8239
SH
SOLE
0
8239
0
0
PROCTER AND GAMBLE CO
COM
742718109
3336
24634
SH
SOLE
0
24634
0
0
GENERAL ELECTRIC CO
COM
369604103
356
27130
SH
SOLE
0
27130
0
0
HOME DEPOT INC
COM
437076102
1111
3640
SH
SOLE
0
3640
0
0
MCDONALDS CORP
COM
580135101
618
2759
SH
SOLE
0
2759
0
0
JPMORGAN CHASE & CO
COM
46625H100
2803
18413
SH
SOLE
0
18413
0
0
TJX COS INC NEW
COM
872540109
1090
16480
SH
SOLE
0
16480
0
0
MONDELEZ INTL INC
CL A
609207105
878
15008
SH
SOLE
0
15008
0
0
WELLS FARGO CO NEW
COM
949746101
981
25097
SH
SOLE
0
25097
0
0
ISHARES TR
BARCLAYS 7 10 YR
464287440
528
4675
SH
SOLE
0
4675
0
0
ISHARES TR
20 YR TR BD ETF
464287432
372
2745
SH
SOLE
0
2745
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
267
2050
SH
SOLE
0
2050
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1035
3748
SH
SOLE
0
3748
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
961
4019
SH
SOLE
0
4019
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
1203
7513
SH
SOLE
0
7513
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
481
6222
SH
SOLE
0
6222
0
0
MARSH & MCLENNAN COS INC
COM
571748102
766
6287
SH
SOLE
0
6287
0
0
3M CO
COM
88579Y101
447
2319
SH
SOLE
0
2319
0
0
DOLLAR TREE INC
COM
256746108
1157
10105
SH
SOLE
0
10105
0
0
COMCAST CORP NEW
CL A
20030N101
1561
28845
SH
SOLE
0
28845
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1104
5343
SH
SOLE
0
5343
0
0
NORFOLK SOUTHN CORP
COM
655844108
617
2297
SH
SOLE
0
2297
0
0
NEXTERA ENERGY INC
COM
65339F101
469
6200
SH
SOLE
0
6200
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
333
3445
SH
SOLE
0
3445
0
0
APPLE INC
COM
037833100
5120
41914
SH
SOLE
0
41914
0
0
ALLSTATE CORP
COM
020002101
2039
17747
SH
SOLE
0
17747
0
0
CATERPILLAR INC
COM
149123101
2360
10179
SH
SOLE
0
10179
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
419
7848
SH
SOLE
0
7848
0
0
TAPESTRY INC
COM
876030107
686
16635
SH
SOLE
0
16635
0
0
HALLIBURTON CO
COM
406216101
225
10475
SH
SOLE
0
10475
0
0
AMERICAN EXPRESS CO
COM
025816109
1266
8951
SH
SOLE
0
8951
0
0
KLA CORP
COM NEW
482480100
1971
5965
SH
SOLE
0
5965
0
0
CME GROUP INC
COM
12572Q105
1327
6500
SH
SOLE
0
6500
0
0
PROLOGIS INC.
COM
74340W103
551
5200
SH
SOLE
0
5200
0
0
AIR PRODS & CHEMS INC
COM
009158106
232
825
SH
SOLE
0
825
0
0
NVIDIA CORPORATION
COM
67066G104
584
1093
SH
SOLE
0
1093
0
0
MASCO CORP
COM
574599106
659
10997
SH
SOLE
0
10997
0
0
LAUDER ESTEE COS INC
CL A
518439104
863
2968
SH
SOLE
0
2968
0
0
JACOBS ENGR GROUP INC
COM
469814107
608
4700
SH
SOLE
0
4700
0
0
PRICE T ROWE GROUP INC
COM
74144T108
618
3600
SH
SOLE
0
3600
0
0
MOODYS CORP
COM
615369105
417
1395
SH
SOLE
0
1395
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
3078
19833
SH
SOLE
0
19833
0
0
ALPHABET INC
CAP STK CL A
02079K305
2888
1400
SH
SOLE
0
1400
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
562
6123
SH
SOLE
0
6123
0
0
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
220
1273
SH
SOLE
0
1273
0
0
BLACKROCK INC
COM
09247X101
440
583
SH
SOLE
0
583
0
0
BOSTON PROPERTIES INC
COM
101121101
203
2000
SH
SOLE
0
2000
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
2041
18277
SH
SOLE
0
18277
0
0
ALEXION PHARMACEUTICALS INC
COM
015351109
455
2975
SH
SOLE
0
2975
0
0
SALESFORCE COM INC
COM
79466L302
2386
11261
SH
SOLE
0
11261
0
0
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
471
3626
SH
SOLE
0
3626
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
896
2500
SH
SOLE
0
2500
0
0
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
237
803
SH
SOLE
0
803
0
0
BANK MONTREAL QUE
COM
063671101
356
4000
SH
SOLE
0
4000
0
0
SPDR INDEX SHS FDS
S&P GBLINF ETF
78463X855
206
4008
SH
SOLE
0
4008
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
3193
52616
SH
SOLE
0
52616
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
1589
18229
SH
SOLE
0
18229
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1986
45365
SH
SOLE
0
45365
0
0
ISHARES TR
MBS ETF
464288588
4690
43255
SH
SOLE
0
43255
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
1957
15065
SH
SOLE
0
15065
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
708
6100
SH
SOLE
0
6100
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
287
4850
SH
SOLE
0
4850
0
0
ISHARES TR
RESIDENTIAL MULT
464288562
266
3600
SH
SOLE
0
3600
0
0
SPDR SER TR
PORTFLI INTRMDIT
78464A672
397
12375
SH
SOLE
0
12375
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
398
10200
SH
SOLE
0
10200
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
3796
61109
SH
SOLE
0
61109
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
7725
218465
SH
SOLE
0
218465
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
488
4528
SH
SOLE
0
4528
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1773
19056
SH
SOLE
0
19056
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
4437
45875
SH
SOLE
0
45875
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
15832
420832
SH
SOLE
0
420832
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
409
4100
SH
SOLE
0
4100
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
4631
145718
SH
SOLE
0
145718
0
0
TESLA INC
COM
88160R101
250
375
SH
SOLE
0
375
0
0
PIMCO ETF TR
INV GRD CRP BD
72201R817
1786
16035
SH
SOLE
0
16035
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
1223
24335
SH
SOLE
0
24335
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
349
3300
SH
SOLE
0
3300
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
434
5835
SH
SOLE
0
5835
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
2189
60500
SH
SOLE
0
60500
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
299
3125
SH
SOLE
0
3125
0
0
FACEBOOK INC
CL A
30303M102
2060
6994
SH
SOLE
0
6994
0
0
FLEXSHARES TR
READY ACC VARI
33939L886
1561
20500
SH
SOLE
0
20500
0
0
ABBVIE INC
COM
00287Y109
916
8464
SH
SOLE
0
8464
0
0
FLEXSHARES TR
STOXX GLOBR INF
33939L795
1758
31316
SH
SOLE
0
31316
0
0
FLEXSHARES TR
GLB QLT R/E IDX
33939L787
1374
22646
SH
SOLE
0
22646
0
0
ALPHABET INC
CAP STK CL C
02079K107
232
112
SH
SOLE
0
112
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
245
9620
SH
SOLE
0
9620
0
0
FLEXSHARES TR
DISCP DUR MBS
33939L779
5597
234340
SH
SOLE
0
234340
0
0
FLEXSHARES TR
CR SCD US BD
33939L761
2421
45243
SH
SOLE
0
45243
0
0
PAYPAL HLDGS INC
COM
70450Y103
2011
8280
SH
SOLE
0
8280
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
889
22517
SH
SOLE
0
22517
0
0
FORTIVE CORP
COM
34959J108
553
7822
SH
SOLE
0
7822
0
0
DBX ETF TR
XTRACK USD HIGH
233051432
407
8135
SH
SOLE
0
8135
0
0
DUPONT DE NEMOURS INC
COM
26614N102
238
3074
SH
SOLE
0
3074
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
1017
13870
SH
SOLE
0
13870
0
0
FLEXSHARES TR
HIG YLD VL ETF
33939L662
6233
125853
SH
SOLE
0
125853
0
0
PINTEREST INC
CL A
72352L106
595
8034
SH
SOLE
0
8034
0
0