HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD MID CAP (VO) |
144,216 | -9,071 | $33,943 |
| VO | 144,216 | -9,071 | $33,943 |
| VANGUARD S&P 500 ETF (VOO) |
57,179 | -4,947 | $26,302 |
| VOO | 57,179 | -4,947 | $26,302 |
| ISHARES AMT FREE MUNI BOND ETF (MUB) |
196,870 | +1,632 | $20,939 |
| MUB | 196,870 | +1,632 | $20,939 |
| VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) |
258,406 | -3,198 | $19,758 |
| VCSH | 258,406 | -3,198 | $19,758 |
| ISHARES MSCI EAFE SMALL CAP ETF (SCZ) |
290,423 | -14,568 | $17,597 |
| SCZ | 290,423 | -14,568 | $17,597 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
362,616 | -18,384 | $17,362 |
| VEA | 362,616 | -18,384 | $17,362 |
| VANGUARD TOTAL BOND MARKET ETF (BND) |
195,567 | +683 | $13,864 |
| BND | 195,567 | +683 | $13,864 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
296,119 | +778 | $12,111 |
| VWO | 296,119 | +778 | $12,111 |
| VANGUARD SMALL CAP ETF (VB) |
42,697 | -2,424 | $9,018 |
| VB | 42,697 | -2,424 | $9,018 |
| VANGUARD REAL ESTATE ETF (VNQ) |
97,279 | -5,240 | $8,413 |
| VNQ | 97,279 | -5,240 | $8,413 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) |
135,404 | -340 | $6,582 |
| BNDX | 135,404 | -340 | $6,582 |
| ISHARES CORE S&P 500 ETF (IVV) |
8,132 | -21 | $4,091 |
| IVV | 8,132 | -21 | $4,091 |
| ISHARES MSCI USA ESG SELECT ETF (SUSA) |
36,201 | -5,247 | $3,742 |
| SUSA | 36,201 | -5,247 | $3,742 |
| ISHARES ESG AWARE 1 5 YEAR USD CORPORATE BOND ETF (SUSB) |
138,795 | -1,260 | $3,362 |
| SUSB | 138,795 | -1,260 | $3,362 |
| VANGUARD TOTAL STOCK MARKET ETF (VTI) |
13,452 | UNCH | $3,332 |
| VTI | 13,452 | UNCH | $3,332 |
| VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF (VSS) |
22,494 | -223 | $2,535 |
| VSS | 22,494 | -223 | $2,535 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF (EAGG) |
49,746 | -630 | $2,284 |
| EAGG | 49,746 | -630 | $2,284 |
| ISHARES TR RUSSELL 1000 INDEX ETF (IWB) |
8,296 | UNCH | $2,282 |
| IWB | 8,296 | UNCH | $2,282 |
| AMAZON.COM INC |
12,462 | UNCH | $2,259 |
| AMZN | 12,462 | UNCH | $2,259 |
| VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX) |
40,577 | -3,269 | $2,226 |
| VSGX | 40,577 | -3,269 | $2,226 |
| VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI) |
45,970 | -2,425 | $1,830 |
| VNQI | 45,970 | -2,425 | $1,830 |
| ISHARES 1 3 YR CREDIT BOND ETF (IGSB) |
29,016 | -736 | $1,471 |
| IGSB | 29,016 | -736 | $1,471 |
| ISHARES AGGREGATE BOND ETF (AGG) |
15,313 | -508 | $1,463 |
| AGG | 15,313 | -508 | $1,463 |
| ISHARES ESG AWARE MSCI EM ETF (ESGE) |
46,361 | -2,462 | $1,445 |
| ESGE | 46,361 | -2,462 | $1,445 |
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) |
2,019 | UNCH | $1,044 |
| MDY | 2,019 | UNCH | $1,044 |
| NVIDIA CORPORATION COM |
1,211 | -36 | $1,018 |
| NVDA | 1,211 | -36 | $1,018 |
| SPDR S&P 500 ETF TRUST (SPY) |
2,004 | UNCH | $1,003 |
| SPY | 2,004 | UNCH | $1,003 |
| MICROSOFT |
2,313 | -294 | $953 |
| MSFT | 2,313 | -294 | $953 |
| ISHARES MSCI EMERGING MARKETS ETF (EEM) |
23,359 | -1,676 | $928 |
| EEM | 23,359 | -1,676 | $928 |
| VANGUARD SHORT TERM TREASURY ETF (VGSH) |
15,969 | +375 | $921 |
| VGSH | 15,969 | +375 | $921 |
| ISHARES CORE MSCI EAFE ETF (IEFA) |
12,554 | -335 | $891 |
| IEFA | 12,554 | -335 | $891 |
| VANGUARD TAX EXEMPT BOND ETF (VTEB) |
11,996 | -432 | $599 |
| VTEB | 11,996 | -432 | $599 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG) |
11,501 | -401 | $570 |
| IAGG | 11,501 | -401 | $570 |
| ISHARES RUSSELL MIDCAP ETF (IWR) |
6,846 | -317 | $540 |
| IWR | 6,846 | -317 | $540 |
| COSTCO WHOLESALE CORP |
542 | UNCH | $388 |
| COST | 542 | UNCH | $388 |
| NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD) |
16,691 | UNCH | $358 |
| NUBD | 16,691 | UNCH | $358 |
| ALPHABET INC CAP STK CL C |
2,246 | UNCH | $352 |
| GOOG | 2,246 | UNCH | $352 |
| T MOBILE US INC COM |
1,739 | +3 | $278 |
| TMUS | 1,739 | +3 | $278 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$266 | ||
| BRK.B | 670 | -7 | $266 |
| APPLE INC |
1,563 | -2,621 | $263 |
| AAPL | 1,563 | -2,621 | $263 |
| ISHARES U.S. FINANCIALS ETF (IYF) |
2,697 | UNCH | $241 |
| IYF | 2,697 | UNCH | $241 |
| ISHARES SHORT TREASURY BOND ETF (SHV) |
1,931 | UNCH | $213 |
| SHV | 1,931 | UNCH | $213 |
| SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF (RWX) |
8,377 | -178 | $205 |
| RWX | 8,377 | -178 | $205 |
| ISHARES US REAL ESTATE ETF (IYR) |
2,004 | -94 | $180 |
| IYR | 2,004 | -94 | $180 |
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) |
476 | -2 | $154 |
| IWF | 476 | -2 | $154 |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) |
883 | -3 | $150 |
| IWD | 883 | -3 | $150 |
| CATERPILLAR INC COM |
345 | -15 | $124 |
| CAT | 345 | -15 | $124 |
| ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) |
1,384 | -8 | $118 |
| IJK | 1,384 | -8 | $118 |
| CINTAS CORP COM |
175 | UNCH | $117 |
| CTAS | 175 | UNCH | $117 |
| UNITEDHEALTH GROUP |
240 | UNCH | $115 |
| UNH | 240 | UNCH | $115 |
See Full List: All Stocks Held By Bear Mountain Capital Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bear Mountain Capital Inc.
|
Size ($ in 1000's)
At 03/31/2024: $232,799 At 12/31/2023: $237,860 Bear Mountain Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bear Mountain Capital Inc. 13F filings. Link to 13F filings: SEC filings |
