0001563690-22-000005.txt : 20221004
0001563690-22-000005.hdr.sgml : 20221004
20221004113520
ACCESSION NUMBER: 0001563690-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221004
DATE AS OF CHANGE: 20221004
EFFECTIVENESS DATE: 20221004
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: 221290278
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
09-30-2022
09-30-2022
Boltwood Capital Management
100 PRINGLE AVENUE, SUITE 770
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-15111
N
Zack Wolf
Portfolio Manager
4154331550
Zack Wolf
Benica
CA
10-04-2022
0
143
218442
false
INFORMATION TABLE
2
bcm_13f_093022.xml
3M CO
COM
88579Y101
289
2615
SH
SOLE
0
2615
0
0
ABBOTT LABS
COM
002824100
2333
24116
SH
SOLE
0
24116
0
0
ABBVIE INC
COM
00287Y109
1031
7686
SH
SOLE
0
7686
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
412
5537
SH
SOLE
0
5537
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
355
1290
SH
SOLE
0
1290
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
253
4000
SH
SOLE
0
4000
0
0
ALLSTATE CORP
COM
020002101
1310
10518
SH
SOLE
0
10518
0
0
ALPHABET INC
CAP STK CL A
02079K305
2304
24085
SH
SOLE
0
24085
0
0
AMAZON COM INC
COM
023135106
1390
12305
SH
SOLE
0
12305
0
0
AMERICAN EXPRESS CO
COM
025816109
1115
8265
SH
SOLE
0
8265
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
788
3669
SH
SOLE
0
3669
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
229
1691
SH
SOLE
0
1691
0
0
APPLE INC
COM
037833100
4688
33921
SH
SOLE
0
33921
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
1074
4750
SH
SOLE
0
4750
0
0
BANK MONTREAL QUE
COM
063671101
351
4000
SH
SOLE
0
4000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
703
2634
SH
SOLE
0
2634
0
0
BIOGEN INC
COM
09062X103
352
1317
SH
SOLE
0
1317
0
0
BLACKROCK INC
COM
09247X101
398
723
SH
SOLE
0
723
0
0
BLACKSTONE INC
COM
09260D107
369
4410
SH
SOLE
0
4410
0
0
BOEING CO
COM
097023105
439
3629
SH
SOLE
0
3629
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
229
3228
SH
SOLE
0
3228
0
0
CATERPILLAR INC
COM
149123101
1396
8507
SH
SOLE
0
8507
0
0
CDW CORP
COM
12514G108
238
1524
SH
SOLE
0
1524
0
0
CHEVRON CORP NEW
COM
166764100
3433
23892
SH
SOLE
0
23892
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
464
309
SH
SOLE
0
309
0
0
CITIGROUP INC
COM NEW
172967424
349
8373
SH
SOLE
0
8373
0
0
CME GROUP INC
COM
12572Q105
797
4500
SH
SOLE
0
4500
0
0
COCA COLA CO
COM
191216100
1742
31097
SH
SOLE
0
31097
0
0
COMCAST CORP NEW
CL A
20030N101
633
21585
SH
SOLE
0
21585
0
0
COSTCO WHSL CORP NEW
COM
22160K105
292
619
SH
SOLE
0
619
0
0
CVS HEALTH CORP
COM
126650100
1240
13002
SH
SOLE
0
13002
0
0
DANAHER CORPORATION
COM
235851102
1258
4870
SH
SOLE
0
4870
0
0
DISNEY WALT CO
COM
254687106
1756
18617
SH
SOLE
0
18617
0
0
DOLLAR TREE INC
COM
256746108
1183
8689
SH
SOLE
0
8689
0
0
DOMINION ENERGY INC
COM
25746U109
700
10122
SH
SOLE
0
10122
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
211
2265
SH
SOLE
0
2265
0
0
EXXON MOBIL CORP
COM
30231G102
2346
26867
SH
SOLE
0
26867
0
0
FLEXSHARES TR
STOXX GLOBR INF
33939L795
2265
49595
SH
SOLE
0
49595
0
0
FLEXSHARES TR
GLB QLT R/E IDX
33939L787
1994
39799
SH
SOLE
0
39799
0
0
FLEXSHARES TR
READY ACC VARI
33939L886
3776
50765
SH
SOLE
0
50765
0
0
FLEXSHARES TR
DISCP DUR MBS
33939L779
9665
478333
SH
SOLE
0
478333
0
0
FLEXSHARES TR
CR SCD US BD
33939L761
4402
96472
SH
SOLE
0
96472
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
4165
110792
SH
SOLE
0
110792
0
0
FLEXSHARES TR
IBOXX 3R TARGT
33939L506
2455
105020
SH
SOLE
0
105020
0
0
FLEXSHARES TR
CR SCORED LONG
33939L753
341
8405
SH
SOLE
0
8405
0
0
FLEXSHARES TR
HIG YLD VL ETF
33939L662
10415
266441
SH
SOLE
0
266441
0
0
FORTIVE CORP
COM
34959J108
332
5693
SH
SOLE
0
5693
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
226
8265
SH
SOLE
0
8265
0
0
HALLIBURTON CO
COM
406216101
237
9625
SH
SOLE
0
9625
0
0
HOME DEPOT INC
COM
437076102
887
3215
SH
SOLE
0
3215
0
0
HONEYWELL INTL INC
COM
438516106
464
2777
SH
SOLE
0
2777
0
0
INTEL CORP
COM
458140100
519
20135
SH
SOLE
0
20135
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1546
17111
SH
SOLE
0
17111
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
573
4822
SH
SOLE
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4822
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
4998
22794
SH
SOLE
0
22794
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
5064
58082
SH
SOLE
0
58082
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1861
33231
SH
SOLE
0
33231
0
0
ISHARES TR
7-10 YR TRSY BD
464287440
2294
23900
SH
SOLE
0
23900
0
0
ISHARES TR
20 YR TR BD ETF
464287432
2676
26122
SH
SOLE
0
26122
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
285
8173
SH
SOLE
0
8173
0
0
ISHARES TR
ISHS 1-5YR INVS
464288646
1606
32585
SH
SOLE
0
32585
0
0
ISHARES TR
ISHARES SEMICDTR
464287523
371
1165
SH
SOLE
0
1165
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
317
3300
SH
SOLE
0
3300
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
449
8975
SH
SOLE
0
8975
0
0
ISHARES TR
MBS ETF
464288588
5424
59230
SH
SOLE
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59230
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
7450
65187
SH
SOLE
0
65187
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
258
2515
SH
SOLE
0
2515
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
933
19315
SH
SOLE
0
19315
0
0
ISHARES TR
RESIDENTIAL MULT
464288562
259
3600
SH
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3600
0
0
ISHARES TR
CALIF MUN BD ETF
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1418
26150
SH
SOLE
0
26150
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
1507
14678
SH
SOLE
0
14678
0
0
ISHARES TR
10+ YR INVST GRD
464289511
593
12300
SH
SOLE
0
12300
0
0
JACOBS ENGR GROUP INC
COM
469814107
439
4050
SH
SOLE
0
4050
0
0
JOHNSON & JOHNSON
COM
478160104
693
4242
SH
SOLE
0
4242
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0
JPMORGAN CHASE & CO
COM
46625H100
1753
16771
SH
SOLE
0
16771
0
0
KLA CORP
COM NEW
482480100
1592
5261
SH
SOLE
0
5261
0
0
LAUDER ESTEE COS INC
CL A
518439104
622
2881
SH
SOLE
0
2881
0
0
LILLY ELI & CO
COM
532457108
1202
3718
SH
SOLE
0
3718
0
0
LOWES COS INC
COM
548661107
3268
17398
SH
SOLE
0
17398
0
0
MARSH & MCLENNAN COS INC
COM
571748102
864
5787
SH
SOLE
0
5787
0
0
MASCO CORP
COM
574599106
471
10083
SH
SOLE
0
10083
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
502
1766
SH
SOLE
0
1766
0
0
MCDONALDS CORP
COM
580135101
408
1769
SH
SOLE
0
1769
0
0
MERCK & CO INC
COM
58933Y105
545
6333
SH
SOLE
0
6333
0
0
META PLATFORMS INC
CL A
30303M102
945
6966
SH
SOLE
0
6966
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
2307
37800
SH
SOLE
0
37800
0
0
MICROSOFT CORP
COM
594918104
3866
16601
SH
SOLE
0
16601
0
0
MONDELEZ INTL INC
CL A
609207105
773
14091
SH
SOLE
0
14091
0
0
MOODYS CORP
COM
615369105
280
1150
SH
SOLE
0
1150
0
0
NEXTERA ENERGY INC
COM
65339F101
599
7645
SH
SOLE
0
7645
0
0
NORFOLK SOUTHN CORP
COM
655844108
414
1976
SH
SOLE
0
1976
0
0
NVIDIA CORPORATION
COM
67066G104
721
5942
SH
SOLE
0
5942
0
0
ORACLE CORP
COM
68389X105
499
8175
SH
SOLE
0
8175
0
0
PALO ALTO NETWORKS INC
COM
697435105
255
1559
SH
SOLE
0
1559
0
0
PEPSICO INC
COM
713448108
1082
6630
SH
SOLE
0
6630
0
0
PFIZER INC
COM
717081103
2855
65233
SH
SOLE
0
65233
0
0
PINTEREST INC
CL A
72352L106
213
9159
SH
SOLE
0
9159
0
0
PRICE T ROWE GROUP INC
COM
74144T108
203
1931
SH
SOLE
0
1931
0
0
PROCTER AND GAMBLE CO
COM
742718109
2331
18462
SH
SOLE
0
18462
0
0
PROLOGIS INC.
COM
74340W103
528
5200
SH
SOLE
0
5200
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
402
4907
SH
SOLE
0
4907
0
0
SALESFORCE INC
COM
79466L302
1542
10718
SH
SOLE
0
10718
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
921
15219
SH
SOLE
0
15219
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
5239
233897
SH
SOLE
0
233897
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2660
63354
SH
SOLE
0
63354
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
14311
508757
SH
SOLE
0
508757
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
855
22623
SH
SOLE
0
22623
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
804
22324
SH
SOLE
0
22324
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
842
12851
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SOLE
0
12851
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
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996
14640
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SOLE
0
14640
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1628
22606
SH
SOLE
0
22606
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1131
37253
SH
SOLE
0
37253
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1266
15288
SH
SOLE
0
15288
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3049
25668
SH
SOLE
0
25668
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1021
15298
SH
SOLE
0
15298
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2464
20348
SH
SOLE
0
20348
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
2291
16082
SH
SOLE
0
16082
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
838
17497
SH
SOLE
0
17497
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
1000
20220
SH
SOLE
0
20220
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
8081
313200
SH
SOLE
0
313200
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2353
75820
SH
SOLE
0
75820
0
0
SPDR SER TR
PORTFLI INTRMDIT
78464A672
1190
42315
SH
SOLE
0
42315
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
787
26550
SH
SOLE
0
26550
0
0
STARBUCKS CORP
COM
855244109
250
2970
SH
SOLE
0
2970
0
0
TAPESTRY INC
COM
876030107
438
15390
SH
SOLE
0
15390
0
0
TESLA INC
COM
88160R101
298
1125
SH
SOLE
0
1125
0
0
TJX COS INC NEW
COM
872540109
981
15800
SH
SOLE
0
15800
0
0
TRUIST FINL CORP
COM
89832Q109
310
7110
SH
SOLE
0
7110
0
0
UNION PAC CORP
COM
907818108
252
1291
SH
SOLE
0
1291
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
244
1510
SH
SOLE
0
1510
0
0
US BANCORP DEL
COM NEW
902973304
352
8733
SH
SOLE
0
8733
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
743
4142
SH
SOLE
0
4142
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
489
6095
SH
SOLE
0
6095
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1982
44686
SH
SOLE
0
44686
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
373
4925
SH
SOLE
0
4925
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
937
20775
SH
SOLE
0
20775
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
517
3822
SH
SOLE
0
3822
0
0
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
249
3026
SH
SOLE
0
3026
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
787
2562
SH
SOLE
0
2562
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
343
9042
SH
SOLE
0
9042
0
0
WALMART INC
COM
931142103
1145
8825
SH
SOLE
0
8825
0
0
WELLS FARGO CO NEW
COM
949746101
740
18400
SH
SOLE
0
18400
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
636
6083
SH
SOLE
0
6083
0
0