0001563690-22-000004.txt : 20220707
0001563690-22-000004.hdr.sgml : 20220707
20220707133243
ACCESSION NUMBER: 0001563690-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220707
DATE AS OF CHANGE: 20220707
EFFECTIVENESS DATE: 20220707
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: 221071289
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
06-30-2022
06-30-2022
Boltwood Capital Management
100 PRINGLE AVENUE, SUITE 770
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-15111
N
Zack Wolf
Principal
4154331550
Zack Wolf
Walnut Creek
CA
07-07-2022
0
147
231021
false
INFORMATION TABLE
2
bcm_063022_13f.xml
3M CO
COM
88579Y101
332
2569
SH
SOLE
0
2569
0
0
ABBOTT LABS
COM
002824100
2611
24030
SH
SOLE
0
24030
0
0
ABBVIE INC
COM
00287Y109
1191
7777
SH
SOLE
0
7777
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
211
759
SH
SOLE
0
759
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
420
5389
SH
SOLE
0
5389
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
637
1741
SH
SOLE
0
1741
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
417
5453
SH
SOLE
0
5453
0
0
ALLSTATE CORP
COM
020002101
1508
11898
SH
SOLE
0
11898
0
0
ALPHABET INC
CAP STK CL A
02079K305
2694
1236
SH
SOLE
0
1236
0
0
AMAZON COM INC
COM
023135106
1326
12480
SH
SOLE
0
12480
0
0
AMERICAN EXPRESS CO
COM
025816109
1153
8315
SH
SOLE
0
8315
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
923
3611
SH
SOLE
0
3611
0
0
APPLE INC
COM
037833100
4672
34171
SH
SOLE
0
34171
0
0
AT&T INC
COM
00206R102
261
12444
SH
SOLE
0
12444
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
1008
4800
SH
SOLE
0
4800
0
0
BANK MONTREAL QUE
COM
063671101
385
4000
SH
SOLE
0
4000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
727
2664
SH
SOLE
0
2664
0
0
BIOGEN INC
COM
09062X103
256
1257
SH
SOLE
0
1257
0
0
BK OF AMERICA CORP
COM
060505104
271
8694
SH
SOLE
0
8694
0
0
BLACKROCK INC
COM
09247X101
407
668
SH
SOLE
0
668
0
0
BLACKSTONE INC
COM
09260D107
316
3462
SH
SOLE
0
3462
0
0
BOEING CO
COM
097023105
455
3330
SH
SOLE
0
3330
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
253
3288
SH
SOLE
0
3288
0
0
CATERPILLAR INC
COM
149123101
1959
10958
SH
SOLE
0
10958
0
0
CDW CORP
COM
12514G108
219
1388
SH
SOLE
0
1388
0
0
CHEVRON CORP NEW
COM
166764100
3866
26702
SH
SOLE
0
26702
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
404
309
SH
SOLE
0
309
0
0
CISCO SYS INC
COM
17275R102
203
4750
SH
SOLE
0
4750
0
0
CITIGROUP INC
COM NEW
172967424
350
7608
SH
SOLE
0
7608
0
0
CME GROUP INC
COM
12572Q105
921
4500
SH
SOLE
0
4500
0
0
COCA COLA CO
COM
191216100
1982
31502
SH
SOLE
0
31502
0
0
COMCAST CORP NEW
CL A
20030N101
993
25310
SH
SOLE
0
25310
0
0
COSTCO WHSL CORP NEW
COM
22160K105
310
646
SH
SOLE
0
646
0
0
CVS HEALTH CORP
COM
126650100
1208
13042
SH
SOLE
0
13042
0
0
DANAHER CORPORATION
COM
235851102
1263
4980
SH
SOLE
0
4980
0
0
DISNEY WALT CO
COM
254687106
1940
20551
SH
SOLE
0
20551
0
0
DOLLAR TREE INC
COM
256746108
1395
8949
SH
SOLE
0
8949
0
0
DOMINION ENERGY INC
COM
25746U109
943
11821
SH
SOLE
0
11821
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
243
2265
SH
SOLE
0
2265
0
0
EXXON MOBIL CORP
COM
30231G102
2853
33312
SH
SOLE
0
33312
0
0
FEDEX CORP
COM
31428X106
355
1566
SH
SOLE
0
1566
0
0
FLEXSHARES TR
STOXX GLOBR INF
33939L795
2322
44925
SH
SOLE
0
44925
0
0
FLEXSHARES TR
GLB QLT R/E IDX
33939L787
2014
35382
SH
SOLE
0
35382
0
0
FLEXSHARES TR
DISCP DUR MBS
33939L779
8678
408645
SH
SOLE
0
408645
0
0
FLEXSHARES TR
CR SCD US BD
33939L761
5025
105983
SH
SOLE
0
105983
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
3830
96557
SH
SOLE
0
96557
0
0
FLEXSHARES TR
IBOXX 3R TARGT
33939L506
2650
106795
SH
SOLE
0
106795
0
0
FLEXSHARES TR
READY ACC VARI
33939L886
2438
32740
SH
SOLE
0
32740
0
0
FLEXSHARES TR
CR SCORED LONG
33939L753
345
7705
SH
SOLE
0
7705
0
0
FLEXSHARES TR
HIG YLD VL ETF
33939L662
9654
239018
SH
SOLE
0
239018
0
0
FORTIVE CORP
COM
34959J108
316
5818
SH
SOLE
0
5818
0
0
HALLIBURTON CO
COM
406216101
302
9625
SH
SOLE
0
9625
0
0
HOME DEPOT INC
COM
437076102
924
3370
SH
SOLE
0
3370
0
0
HONEYWELL INTL INC
COM
438516106
495
2847
SH
SOLE
0
2847
0
0
INTEL CORP
COM
458140100
1018
27205
SH
SOLE
0
27205
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1627
17301
SH
SOLE
0
17301
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
607
4302
SH
SOLE
0
4302
0
0
INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
46138E206
468
19250
SH
SOLE
0
19250
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
1899
18138
SH
SOLE
0
18138
0
0
ISHARES TR
10+ YR INVST GRD
464289511
566
10615
SH
SOLE
0
10615
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
903
12270
SH
SOLE
0
12270
0
0
ISHARES TR
ISHS 1-5YR INVS
464288646
1387
27435
SH
SOLE
0
27435
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
1844
32660
SH
SOLE
0
32660
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
335
3300
SH
SOLE
0
3300
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
210
4200
SH
SOLE
0
4200
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
201
8300
SH
SOLE
0
8300
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
331
8249
SH
SOLE
0
8249
0
0
ISHARES TR
MBS ETF
464288588
4060
41648
SH
SOLE
0
41648
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
5654
47377
SH
SOLE
0
47377
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
344
3230
SH
SOLE
0
3230
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
980
19200
SH
SOLE
0
19200
0
0
ISHARES TR
RESIDENTIAL MULT
464288562
288
3600
SH
SOLE
0
3600
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
5012
22154
SH
SOLE
0
22154
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
5134
55561
SH
SOLE
0
55561
0
0
ISHARES TR
MSCI EAFE ETF
464287465
2111
33776
SH
SOLE
0
33776
0
0
ISHARES TR
7-10 YR TRSY BD
464287440
2074
20270
SH
SOLE
0
20270
0
0
ISHARES TR
20 YR TR BD ETF
464287432
1872
16297
SH
SOLE
0
16297
0
0
JACOBS ENGR GROUP INC
COM
469814107
528
4150
SH
SOLE
0
4150
0
0
JOHNSON & JOHNSON
COM
478160104
1589
8952
SH
SOLE
0
8952
0
0
JPMORGAN CHASE & CO
COM
46625H100
1958
17387
SH
SOLE
0
17387
0
0
KLA CORP
COM NEW
482480100
1688
5289
SH
SOLE
0
5289
0
0
LAUDER ESTEE COS INC
CL A
518439104
724
2841
SH
SOLE
0
2841
0
0
LILLY ELI & CO
COM
532457108
1376
4245
SH
SOLE
0
4245
0
0
LOWES COS INC
COM
548661107
3146
18010
SH
SOLE
0
18010
0
0
MARSH & MCLENNAN COS INC
COM
571748102
897
5775
SH
SOLE
0
5775
0
0
MASCO CORP
COM
574599106
492
9727
SH
SOLE
0
9727
0
0
MCDONALDS CORP
COM
580135101
450
1824
SH
SOLE
0
1824
0
0
MERCK & CO INC
COM
58933Y105
577
6333
SH
SOLE
0
6333
0
0
META PLATFORMS INC
CL A
30303M102
1111
6891
SH
SOLE
0
6891
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
2211
38065
SH
SOLE
0
38065
0
0
MICROSOFT CORP
COM
594918104
4874
18976
SH
SOLE
0
18976
0
0
MONDELEZ INTL INC
CL A
609207105
880
14166
SH
SOLE
0
14166
0
0
MOODYS CORP
COM
615369105
329
1210
SH
SOLE
0
1210
0
0
NEXTERA ENERGY INC
COM
65339F101
586
7560
SH
SOLE
0
7560
0
0
NORFOLK SOUTHN CORP
COM
655844108
462
2032
SH
SOLE
0
2032
0
0
NVIDIA CORPORATION
COM
67066G104
857
5654
SH
SOLE
0
5654
0
0
ORACLE CORP
COM
68389X105
589
8425
SH
SOLE
0
8425
0
0
PALO ALTO NETWORKS INC
COM
697435105
231
467
SH
SOLE
0
467
0
0
PAYPAL HLDGS INC
COM
70450Y103
665
9517
SH
SOLE
0
9517
0
0
PEPSICO INC
COM
713448108
1637
9823
SH
SOLE
0
9823
0
0
PFIZER INC
COM
717081103
3394
64728
SH
SOLE
0
64728
0
0
PRICE T ROWE GROUP INC
COM
74144T108
219
1931
SH
SOLE
0
1931
0
0
PROCTER AND GAMBLE CO
COM
742718109
3401
23654
SH
SOLE
0
23654
0
0
PROLOGIS INC.
COM
74340W103
612
5200
SH
SOLE
0
5200
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
487
5067
SH
SOLE
0
5067
0
0
SALESFORCE INC
COM
79466L302
1751
10612
SH
SOLE
0
10612
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
873
13921
SH
SOLE
0
13921
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
4929
194227
SH
SOLE
0
194227
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3168
71693
SH
SOLE
0
71693
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
15732
500214
SH
SOLE
0
500214
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
816
20925
SH
SOLE
0
20925
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
886
21675
SH
SOLE
0
21675
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
974
13888
SH
SOLE
0
13888
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1130
15357
SH
SOLE
0
15357
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1529
21388
SH
SOLE
0
21388
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1093
34738
SH
SOLE
0
34738
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1340
15344
SH
SOLE
0
15344
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3118
24526
SH
SOLE
0
24526
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1063
14721
SH
SOLE
0
14721
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2500
19498
SH
SOLE
0
19498
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
2151
15649
SH
SOLE
0
15649
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
920
16950
SH
SOLE
0
16950
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
1091
20940
SH
SOLE
0
20940
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
7808
270725
SH
SOLE
0
270725
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3168
91115
SH
SOLE
0
91115
0
0
SPDR INDEX SHS FDS
S&P GBLINF ETF
78463X855
208
3898
SH
SOLE
0
3898
0
0
SPDR SER TR
PORTFLI INTRMDIT
78464A672
1583
53730
SH
SOLE
0
53730
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
804
24325
SH
SOLE
0
24325
0
0
STARBUCKS CORP
COM
855244109
230
3011
SH
SOLE
0
3011
0
0
TAPESTRY INC
COM
876030107
468
15320
SH
SOLE
0
15320
0
0
TESLA INC
COM
88160R101
253
375
SH
SOLE
0
375
0
0
TJX COS INC NEW
COM
872540109
888
15900
SH
SOLE
0
15900
0
0
TRUIST FINL CORP
COM
89832Q109
279
5890
SH
SOLE
0
5890
0
0
UNION PAC CORP
COM
907818108
891
4176
SH
SOLE
0
4176
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
276
1510
SH
SOLE
0
1510
0
0
US BANCORP DEL
COM NEW
902973304
413
8968
SH
SOLE
0
8968
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
786
4167
SH
SOLE
0
4167
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
555
6095
SH
SOLE
0
6095
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2289
45811
SH
SOLE
0
45811
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1975
41310
SH
SOLE
0
41310
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
548
3822
SH
SOLE
0
3822
0
0
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
303
3221
SH
SOLE
0
3221
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
873
2672
SH
SOLE
0
2672
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
479
9442
SH
SOLE
0
9442
0
0
WALMART INC
COM
931142103
1584
13025
SH
SOLE
0
13025
0
0
WELLS FARGO CO NEW
COM
949746101
956
24400
SH
SOLE
0
24400
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
611
5818
SH
SOLE
0
5818
0
0