0001563690-23-000003.txt : 20230404
0001563690-23-000003.hdr.sgml : 20230404
20230403191006
ACCESSION NUMBER: 0001563690-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230404
DATE AS OF CHANGE: 20230403
EFFECTIVENESS DATE: 20230404
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: 23794501
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
X0202
13F-HR
LIVE
false
false
false
0001563690
XXXXXXXX
03-31-2023
03-31-2023
Boltwood Capital Management
100 PRINGLE AVENUE, SUITE 770
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-15111
000110293
N
Zack Wolf
Portfolio Manager
4151331550
Zack Wolf
Walnut Creek
CA
03-31-2023
0
159
267503757
false
INFORMATION TABLE
2
bcm_033123_13f.xml
3M CO
COM
88579Y101
262460
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ABBOTT LABS
COM
002824100
2371162
23417
SH
SOLE
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23417
0
0
ABBVIE INC
COM
00287Y109
1237349
7764
SH
SOLE
0
7764
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
478790
5594
SH
SOLE
0
5594
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
743764
1930
SH
SOLE
0
1930
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
314122
3205
SH
SOLE
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3205
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AIR PRODS & CHEMS INC
COM
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208802
727
SH
SOLE
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727
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0
ALLSTATE CORP
COM
020002101
998620
9012
SH
SOLE
0
9012
0
0
ALPHABET INC
CAP STK CL A
02079K305
2439418
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SH
SOLE
0
23517
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0
ALPHABET INC
CAP STK CL C
02079K107
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SOLE
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2420
0
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AMAZON COM INC
COM
023135106
1430050
13845
SH
SOLE
0
13845
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0
AMERICAN EXPRESS CO
COM
025816109
1382281
8380
SH
SOLE
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AMERICAN TOWER CORP NEW
COM
03027X100
751767
3679
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SOLE
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3679
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0
AMERISOURCEBERGEN CORP
COM
03073E105
280513
1752
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SOLE
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0
ANALOG DEVICES INC
COM
032654105
514941
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SOLE
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APPLE INC
COM
037833100
6014198
36472
SH
SOLE
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36472
0
0
AT&T INC
COM
00206R102
335443
17426
SH
SOLE
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17426
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AUTOMATIC DATA PROCESSING IN
COM
053015103
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4771
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BANK MONTREAL QUE
COM
063671101
356440
4000
SH
SOLE
0
4000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
899756
2914
SH
SOLE
0
2914
0
0
BIOGEN INC
COM
09062X103
358103
1288
SH
SOLE
0
1288
0
0
BLACKROCK INC
COM
09247X101
473068
707
SH
SOLE
0
707
0
0
BLACKSTONE INC
COM
09260D107
490235
5581
SH
SOLE
0
5581
0
0
BOEING CO
COM
097023105
825078
3884
SH
SOLE
0
3884
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
241723
3488
SH
SOLE
0
3488
0
0
CATERPILLAR INC
COM
149123101
1955895
8547
SH
SOLE
0
8547
0
0
CDW CORP
COM
12514G108
308901
1585
SH
SOLE
0
1585
0
0
CHEVRON CORP NEW
COM
166764100
3906703
23944
SH
SOLE
0
23944
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
524445
307
SH
SOLE
0
307
0
0
CISCO SYS INC
COM
17275R102
547058
10465
SH
SOLE
0
10465
0
0
CME GROUP INC
COM
12572Q105
878119
4585
SH
SOLE
0
4585
0
0
COCA COLA CO
COM
191216100
1919642
30947
SH
SOLE
0
30947
0
0
COMCAST CORP NEW
CL A
20030N101
606522
15999
SH
SOLE
0
15999
0
0
COSTCO WHSL CORP NEW
COM
22160K105
405446
816
SH
SOLE
0
816
0
0
CVS HEALTH CORP
COM
126650100
976210
13137
SH
SOLE
0
13137
0
0
DANAHER CORPORATION
COM
235851102
1229955
4880
SH
SOLE
0
4880
0
0
DEERE & CO
COM
244199105
343103
831
SH
SOLE
0
831
0
0
DISNEY WALT CO
COM
254687106
1692798
16906
SH
SOLE
0
16906
0
0
DOLLAR TREE INC
COM
256746108
1184000
8248
SH
SOLE
0
8248
0
0
DOMINION ENERGY INC
COM
25746U109
517850
9262
SH
SOLE
0
9262
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
231528
2400
SH
SOLE
0
2400
0
0
EXXON MOBIL CORP
COM
30231G102
3019707
27537
SH
SOLE
0
27537
0
0
FLEXSHARES TR
STOXX GLOBR INF
33939L795
2972371
57216
SH
SOLE
0
57216
0
0
FLEXSHARES TR
GLB QLT R/E IDX
33939L787
2949615
55653
SH
SOLE
0
55653
0
0
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
5303800
125415
SH
SOLE
0
125415
0
0
FLEXSHARES TR
IBOXX 3R TARGT
33939L506
2332768
96515
SH
SOLE
0
96515
0
0
FLEXSHARES TR
DISCP DUR MBS
33939L779
9549823
462441
SH
SOLE
0
462441
0
0
FLEXSHARES TR
CR SCD US BD
33939L761
5513405
116243
SH
SOLE
0
116243
0
0
FLEXSHARES TR
CR SCORED LONG
33939L753
292745
6600
SH
SOLE
0
6600
0
0
FLEXSHARES TR
HIG YLD VL ETF
33939L662
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SH
SOLE
0
286911
0
0
FLEXSHARES TR
READY ACC VARI
33939L886
4281552
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SH
SOLE
0
57240
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0
FORTIVE CORP
COM
34959J108
358233
5255
SH
SOLE
0
5255
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
397236
9710
SH
SOLE
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GENERAL MLS INC
COM
370334104
202113
2365
SH
SOLE
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2365
0
0
GRAINGER W W INC
COM
384802104
238328
346
SH
SOLE
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346
0
0
GSK PLC
SPONSORED ADR
37733W204
335270
9423
SH
SOLE
0
9423
0
0
HALLIBURTON CO
COM
406216101
312224
9868
SH
SOLE
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0
HOME DEPOT INC
COM
437076102
932579
3160
SH
SOLE
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0
0
HONEYWELL INTL INC
COM
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532078
2784
SH
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INTEL CORP
COM
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421606
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SH
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INTERCONTINENTAL EXCHANGE IN
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7-10 YR TRSY BD
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ISHARES TR
20 YR TR BD ETF
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CORE S&P MCP ETF
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CORE S&P SCP ETF
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MSCI EAFE ETF
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2306691
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MBS ETF
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2300
SH
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2300
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RESIDENTIAL MULT
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254232
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IBOXX HI YD ETF
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53695
SH
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ISHARES TR
SHRT NAT MUN ETF
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15723
SH
SOLE
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15723
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ISHARES TR
CALIF MUN BD ETF
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1471388
25625
SH
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25625
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ISHARES TR
10+ YR INVST GRD
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1790166
34170
SH
SOLE
0
34170
0
0
ISHARES TR
MSCI EMG MKT ETF
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470876
11933
SH
SOLE
0
11933
0
0
ISHARES TR
MSCI CHINA ETF
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6200
SH
SOLE
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6200
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ISHARES TR
BLACKROCK ULTRA
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19500
SH
SOLE
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JACOBS SOLUTIONS INC
COM
46982L108
464165
3950
SH
SOLE
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3950
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0
JOHNSON & JOHNSON
COM
478160104
575825
3715
SH
SOLE
0
3715
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
245999
4085
SH
SOLE
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4085
0
0
JPMORGAN CHASE & CO
COM
46625H100
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16661
SH
SOLE
0
16661
0
0
KLA CORP
COM NEW
482480100
1150807
2883
SH
SOLE
0
2883
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0
LAUDER ESTEE COS INC
CL A
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696742
2827
SH
SOLE
0
2827
0
0
LILLY ELI & CO
COM
532457108
1226353
3571
SH
SOLE
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3571
0
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LINDE PLC
SHS
G5494J103
217174
611
SH
SOLE
0
611
0
0
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
23729
10228
SH
SOLE
0
10228
0
0
LOWES COS INC
COM
548661107
3305704
16531
SH
SOLE
0
16531
0
0
MARSH & MCLENNAN COS INC
COM
571748102
947503
5689
SH
SOLE
0
5689
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
752259
2070
SH
SOLE
0
2070
0
0
MCDONALDS CORP
COM
580135101
521752
1866
SH
SOLE
0
1866
0
0
MERCK & CO INC
COM
58933Y105
663129
6233
SH
SOLE
0
6233
0
0
META PLATFORMS INC
CL A
30303M102
1107598
5226
SH
SOLE
0
5226
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
3009797
35925
SH
SOLE
0
35925
0
0
MICROSOFT CORP
COM
594918104
5054764
17533
SH
SOLE
0
17533
0
0
MONDELEZ INTL INC
CL A
609207105
956977
13726
SH
SOLE
0
13726
0
0
MOODYS CORP
COM
615369105
306020
1000
SH
SOLE
0
1000
0
0
NEXTERA ENERGY INC
COM
65339F101
608161
7890
SH
SOLE
0
7890
0
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NIKE INC
CL B
654106103
246874
2013
SH
SOLE
0
2013
0
0
NORFOLK SOUTHN CORP
COM
655844108
431632
2036
SH
SOLE
0
2036
0
0
NUCOR CORP
COM
670346105
221510
1434
SH
SOLE
0
1434
0
0
NVIDIA CORPORATION
COM
67066G104
1724952
6210
SH
SOLE
0
6210
0
0
ORACLE CORP
COM
68389X105
1120801
12062
SH
SOLE
0
12062
0
0
PALO ALTO NETWORKS INC
COM
697435105
321781
1611
SH
SOLE
0
1611
0
0
PEPSICO INC
COM
713448108
1200263
6584
SH
SOLE
0
6584
0
0
PFIZER INC
COM
717081103
2601747
63768
SH
SOLE
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63768
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PRICE T ROWE GROUP INC
COM
74144T108
223655
1981
SH
SOLE
0
1981
0
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PROCTER AND GAMBLE CO
COM
742718109
2576798
17330
SH
SOLE
0
17330
0
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PROLOGIS INC.
COM
74340W103
664400
5325
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5325
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RAYTHEON TECHNOLOGIES CORP
COM
75513E101
407878
4165
SH
SOLE
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4165
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0
SALESFORCE INC
COM
79466L302
2102884
10526
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SOLE
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10526
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0
SCHWAB CHARLES CORP
COM
808513105
418097
7982
SH
SOLE
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7982
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
5503626
224455
SH
SOLE
0
224455
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2790181
58311
SH
SOLE
0
58311
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
19356247
556214
SH
SOLE
0
556214
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1066028
25424
SH
SOLE
0
25424
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1130585
16663
SH
SOLE
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16663
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
1103865
19042
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19042
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
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839081
22447
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22447
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
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883416
13051
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13051
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SELECT SECTOR SPDR TR
SBI MATERIALS
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1178144
14606
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14606
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SELECT SECTOR SPDR TR
ENERGY
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1953877
23589
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23589
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SELECT SECTOR SPDR TR
FINANCIAL
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1328013
41307
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41307
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SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1633626
16146
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16146
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4107321
27199
SH
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0
27199
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1208483
16176
SH
SOLE
0
16176
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2728074
21073
SH
SOLE
0
21073
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
2450208
16385
SH
SOLE
0
16385
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3387403
99250
SH
SOLE
0
99250
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
1083568
18980
SH
SOLE
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18980
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0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
9271599
288655
SH
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288655
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SPDR SER TR
PORTFLI INTRMDIT
78464A672
484745
16750
SH
SOLE
0
16750
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
1475292
47775
SH
SOLE
0
47775
0
0
STARBUCKS CORP
COM
855244109
341130
3276
SH
SOLE
0
3276
0
0
STMICROELECTRONICS N V
NY REGISTRY
861012102
210965
3944
SH
SOLE
0
3944
0
0
TAPESTRY INC
COM
876030107
617680
14328
SH
SOLE
0
14328
0
0
TARGET CORP
COM
87612E106
237063
1431
SH
SOLE
0
1431
0
0
TESLA INC
COM
88160R101
295631
1425
SH
SOLE
0
1425
0
0
TJX COS INC NEW
COM
872540109
1179710
15055
SH
SOLE
0
15055
0
0
TRUIST FINL CORP
COM
89832Q109
358221
10505
SH
SOLE
0
10505
0
0
UNION PAC CORP
COM
907818108
270292
1343
SH
SOLE
0
1343
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
300878
1551
SH
SOLE
0
1551
0
0
US BANCORP DEL
COM NEW
902973304
298612
8283
SH
SOLE
0
8283
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
503222
6060
SH
SOLE
0
6060
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
816808
4002
SH
SOLE
0
4002
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1104738
27345
SH
SOLE
0
27345
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2211466
41359
SH
SOLE
0
41359
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
311885
6700
SH
SOLE
0
6700
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
588626
3822
SH
SOLE
0
3822
0
0
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
268839
2781
SH
SOLE
0
2781
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
942860
2446
SH
SOLE
0
2446
0
0
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
214415
849
SH
SOLE
0
849
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
208470
1825
SH
SOLE
0
1825
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
361716
9301
SH
SOLE
0
9301
0
0
WALMART INC
COM
931142103
1195377
8107
SH
SOLE
0
8107
0
0
WELLS FARGO CO NEW
COM
949746101
699006
18700
SH
SOLE
0
18700
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
763701
5911
SH
SOLE
0
5911
0
0