Portfolio Manager

0001904033-24-000002.txt : 20240424 0001904033-24-000002.hdr.sgml : 20240424 20240424111629 ACCESSION NUMBER: 0001904033-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Buttonwood Financial Advisors Inc. CENTRAL INDEX KEY: 0001904033 ORGANIZATION NAME: IRS NUMBER: 260905407 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21507 FILM NUMBER: 24867665 BUSINESS ADDRESS: STREET 1: 1 N HAVEN STREET STREET 2: SUITE 204 CITY: BALTIMORE STATE: MD ZIP: 21224 BUSINESS PHONE: 410-988-2391 MAIL ADDRESS: STREET 1: 1 N HAVEN STREET STREET 2: SUITE 204 CITY: BALTIMORE STATE: MD ZIP: 21224 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001904033 XXXXXXXX 03-31-2024 03-31-2024 Buttonwood Financial Advisors Inc.

1 N HAVEN STREET SUITE 204 BALTIMORE MD 21224

13F HOLDINGS REPORT 028-21507 N Jeffrey Malcom Portfolio Manager 410-988-2391 Jeffrey Malcom Baltimore MD 04-24-2024 0 103 212680792 false INFORMATION TABLE 2 Buttonwood13FQ12024.xml 3M CO COM 88579Y101 1873123 17659 SH SOLE 0 0 0 17659 ABBOTT LABS COM 002824100 542473 4773 SH SOLE 0 0 0 4773 ABBVIE INC COM 00287Y109 610198 3351 SH SOLE 0 0 0 3351 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2132002 6151 SH SOLE 0 0 0 6151 ALPHABET INC CAP STK CL A 02079K305 9658162 63991 SH SOLE 0 0 0 63991 ALPHABET INC CAP STK CL C 02079K107 455562 2992 SH SOLE 0 0 0 2992 AMAZON COM INC COM 023135106 4295515 23814 SH SOLE 0 0 0 23814 AMERICAN EXPRESS CO COM 025816109 2500929 10984 SH SOLE 0 0 0 10984 AMERICAN TOWER CORP NEW COM 03027X100 888772 4498 SH SOLE 0 0 0 4498 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 4553523 74918 SH SOLE 0 0 0 74918 APPLE INC COM 037833100 2588336 15094 SH SOLE 0 0 0 15094 APPLIED MATLS INC COM 038222105 2525087 12244 SH SOLE 0 0 0 12244 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 464549 3493 SH SOLE 0 0 0 3493 ARROW ELECTRS INC COM 042735100 2677621 20683 SH SOLE 0 0 0 20683 AUTOMATIC DATA PROCESSING IN COM 053015103 500554 2004 SH SOLE 0 0 0 2004 BANK AMERICA CORP COM 060505104 1304035 34389 SH SOLE 0 0 0 34389 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9840799 23402 SH SOLE 0 0 0 23402 BLACKROCK INC COM 09247X101 1225958 1471 SH SOLE 0 0 0 1471 BOEING CO COM 097023105 282766 1465 SH SOLE 0 0 0 1465 BOOKING HOLDINGS INC COM 09857L108 1630507 449 SH SOLE 0 0 0 449 CANADIAN NAT RES LTD COM 136385101 3657823 47927 SH SOLE 0 0 0 47927 CARMAX INC COM 143130102 1489537 17100 SH SOLE 0 0 0 17100 COCA COLA CO COM 191216100 762911 12470 SH SOLE 0 0 0 12470 COLGATE PALMOLIVE CO COM 194162103 222914 2475 SH SOLE 0 0 0 2475 COSTCO WHSL CORP NEW COM 22160K105 1016726 1388 SH SOLE 0 0 0 1388 DIAGEO PLC SPON ADR NEW 25243Q205 682357 4588 SH SOLE 0 0 0 4588 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3326313 104110 SH SOLE 0 0 0 104110 DISNEY WALT CO COM 254687106 3229806 26396 SH SOLE 0 0 0 26396 DOMINION ENERGY INC COM 25746U109 1005867 20449 SH SOLE 0 0 0 20449 DUKE ENERGY CORP NEW COM NEW 26441C204 390862 4042 SH SOLE 0 0 0 4042 EATON CORP PLC SHS G29183103 312680 1000 SH SOLE 0 0 0 1000 EBAY INC. 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COM 595017104 4056728 45220 SH SOLE 0 0 0 45220 MICROSOFT CORP COM 594918104 12577018 29894 SH SOLE 0 0 0 29894 MONDELEZ INTL INC CL A 609207105 238000 3400 SH SOLE 0 0 0 3400 NETFLIX INC COM 64110L106 1302146 2144 SH SOLE 0 0 0 2144 NEXTERA ENERGY INC COM 65339F101 280894 4395 SH SOLE 0 0 0 4395 NOVARTIS AG SPONSORED ADR 66987V109 225397 2330 SH SOLE 0 0 0 2330 NVIDIA CORPORATION COM 67066G104 264743 293 SH SOLE 0 0 0 293 ORACLE CORP COM 68389X105 299127 2381 SH SOLE 0 0 0 2381 PAYPAL HLDGS INC COM 70450Y103 619905 9254 SH SOLE 0 0 0 9254 PEPSICO INC COM 713448108 1436858 8210 SH SOLE 0 0 0 8210 PFIZER INC COM 717081103 221343 7976 SH SOLE 0 0 0 7976 PROCTER AND GAMBLE CO COM 742718109 1433320 8834 SH SOLE 0 0 0 8834 ROCKWELL AUTOMATION INC COM 773903109 665980 2286 SH SOLE 0 0 0 2286 RTX CORPORATION COM 75513E101 234597 2405 SH SOLE 0 0 0 2405 S&P GLOBAL INC COM 78409V104 606438 1425 SH SOLE 0 0 0 1425 SCHLUMBERGER LTD COM STK 806857108 847106 15455 SH SOLE 0 0 0 15455 SCHWAB CHARLES CORP COM 808513105 3167555 43787 SH SOLE 0 0 0 43787 SOUTHERN CO COM 842587107 373978 5213 SH SOLE 0 0 0 5213 SPDR S&P 500 ETF TR TR UNIT 78462F103 615179 1176 SH SOLE 0 0 0 1176 STARBUCKS CORP COM 855244109 2302428 25193 SH SOLE 0 0 0 25193 STRYKER CORPORATION COM 863667101 607108 1696 SH SOLE 0 0 0 1696 UNITED PARCEL SERVICE INC CL B 911312106 703183 4731 SH SOLE 0 0 0 4731 UNITEDHEALTH GROUP INC COM 91324P102 1054947 2132 SH SOLE 0 0 0 2132 US BANCORP DEL COM NEW 902973304 237834 5321 SH SOLE 0 0 0 5321 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 17514961 194827 SH SOLE 0 0 0 194827 VANGUARD INDEX FDS GROWTH ETF 922908736 388881 1130 SH SOLE 0 0 0 1130 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 419086 2688 SH SOLE 0 0 0 2688 VANGUARD INDEX FDS TOTAL STK MKT 922908769 504767 1942 SH SOLE 0 0 0 1942 VANGUARD INDEX FDS SMALL CP ETF 922908751 547844 2397 SH SOLE 0 0 0 2397 VANGUARD INDEX FDS MID CAP ETF 922908629 723045 2894 SH SOLE 0 0 0 2894 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 463859 7988 SH SOLE 0 0 0 7988 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3610763 19773 SH SOLE 0 0 0 19773 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 3833030 47014 SH SOLE 0 0 0 47014 VANGUARD WORLD FD MEGA CAP INDEX 921910873 1774022 9493 SH SOLE 0 0 0 9493 VANGUARD WORLD FD MEGA GRWTH IND 921910816 638744 2229 SH SOLE 0 0 0 2229 VISA INC COM CL A 92826C839 4478625 16048 SH SOLE 0 0 0 16048 WALMART INC COM 931142103 529258 8796 SH SOLE 0 0 0 8796 WELLS FARGO CO NEW COM 949746101 203962 3519 SH SOLE 0 0 0 3519 WILLIAMS SONOMA INC COM 969904101 774220 2438 SH SOLE 0 0 0 2438 YUM BRANDS INC COM 988498101 271014 1955 SH SOLE 0 0 0 1955