Buttonwood-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "MGC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "SPYV",
  "ESGU",
  null,
  null,
  null,
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 28
Total Value: 170590561
Accession Number: 0001085146-25-002078
Form Type: 13F-HR
CIK: buttonwood-financial-group
Manager Name: Buttonwood-Financial-Group

Data Enrichment

25% identified

7 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $170.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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46435U549

Shares:11.5K

Value:$533.8K

% of Portfolio:0.3% ($533.8K/$170.6M)

46435G193

Shares:22.7K

Value:$508.6K

% of Portfolio:0.3% ($508.6K/$170.6M)

46436E767

Shares:11.5K

Value:$508.3K

% of Portfolio:0.3% ($508.3K/$170.6M)

316092824

Shares:8.9K

Value:$507.8K

% of Portfolio:0.3% ($507.8K/$170.6M)

464288570

Shares:4.6K

Value:$446.2K

% of Portfolio:0.3% ($446.2K/$170.6M)

46435G425

ESGU|46435G425

Shares:3.1K

Value:$359.6K

% of Portfolio:0.2% ($359.6K/$170.6M)

46435G250

Shares:7.6K

Value:$340.6K

% of Portfolio:0.2% ($340.6K/$170.6M)

46436E759

Shares:3.3K

Value:$210.3K

% of Portfolio:0.1% ($210.3K/$170.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U549)✕	11.5K	QoQ +38.10% (+3.2K) YoY +75.59% (+4.9K)	All Managers (Combined)	$533.8K	0.3% ($533.8K/$170.6M)	QoQ +38.34% (+$148.0K) YoY +73.91% (+$226.9K)
(cusip46435G193)✕	22.7K	QoQ -0.52% (-119) YoY +17.96% (+3.5K)	All Managers (Combined)	$508.6K	0.3% ($508.6K/$170.6M)	QoQ -1.96% (-$10.2K) YoY +15.08% (+$66.7K)
(cusip46436E767)✕	11.5K	QoQ +6.79% (-734) YoY +27.16% (+2.5K)	All Managers (Combined)	$508.3K	0.3% ($508.3K/$170.6M)	QoQ -10.09% (-$57.1K) YoY +24.09% (+$98.7K)
(cusip316092824)✕	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$507.8K	0.3% ($507.8K/$170.6M)	QoQ NEW(+$507.8K) YoY NEW(+$507.8K)
(cusip464288570)✕	4.6K	QoQ +3.41% (-152) YoY -4.12% (-198)	All Managers (Combined)	$446.2K	0.3% ($446.2K/$170.6M)	QoQ -12.79% (-$65.5K) YoY -7.78% (-$37.7K)
(ESGUcusip46435G425)	3.1K	QoQ +29.31% (+714) YoY +8.17% (+238)	All Managers (Combined)	$359.6K	0.2% ($359.6K/$170.6M)	QoQ +10.24% (+$33.4K) YoY +7.39% (+$24.8K)
(cusip46435G250)✕	7.6K	QoQ +6.50% (+463) YoY NEW(+7.6K)	All Managers (Combined)	$340.6K	0.2% ($340.6K/$170.6M)	QoQ +0.62% (+$2.1K) YoY NEW(+$340.6K)
(cusip46436E759)✕	3.3K	QoQ -36.82% (-1.9K) YoY -3.74% (-128)	All Managers (Combined)	$210.3K	0.1% ($210.3K/$170.6M)	QoQ -39.97% (-$140.1K) YoY -9.61% (-$22.4K)