Bear Mountain Capital, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BM Bear Mountain Capital, Inc. | Institutional Filer | ▲ 7.37% | $332.6M | 198 |
Current Portfolio Holdings
Showing all 198 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | — | 164K | $50.6M | 15.22% |
| 2 | VOO | VANGUARD S&P 500 ETF | — | 60K | $39.0M | 11.71% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 415K | $28.8M | 8.64% |
| 4 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | — | 334K | $28.2M | 8.48% |
| 5 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | — | 259K | $27.6M | 8.31% |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 297K | $23.6M | 7.10% |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | — | 388K | $22.7M | 6.83% |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 327K | $19.2M | 5.78% |
| 9 | VB | VANGUARD SMALL CAP ETF | — | 48K | $13.8M | 4.14% |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | — | 107K | $10.4M | 3.12% |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | — | 169K | $8.2M | 2.46% |
| 12 | IVV | ISHARES CORE S&P 500 ETF | — | 8K | $5.8M | 1.74% |
| 13 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | — | 38K | $5.5M | 1.66% |
| 14 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | — | 97K | $4.9M | 1.47% |
| 15 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 13K | $4.7M | 1.42% |
Showing 1 to 15 of 198 holdings