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Home > Institutional Investor > Buttonwood Financial Advisors Inc. > Profile

Instuitional Investor - Buttonwood Financial Advisors Inc.

Fund Profile
Filing Period:
Fund Name: Buttonwood Financial Advisors Inc.
Portfolio Value $227,539,372
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 273,332 $24,053,182 10.57%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 272,684 $12,448,040 5.47%
3.
Fidelity Covington Trust
 181,826 $12,422,361 5.46%
4.
Berkshire Hathaway Inc
 BRK.A 22,123 $11,782,357 5.18%
5.
Alphabet Inc.
 GOOGL 67,903 $10,500,584 4.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)