Bear Mountain Capital, Inc.
CIK 2009419 · Holdings on Dec 31, 2023 · First reported Jan 30, 2024
Top ten holdings
Q4 2023- VO14.68%
- VOO11.40%
- MUB8.89%
- VCSH8.51%
- SCZ7.68%
- VEA7.48%
- BND5.97%
- VWO4.91%
- VB3.90%
- VNQ3.72%
Share classes counted separately77.14%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $34.91M | 14.68% | 153.29K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $27.12M | 11.40% | 62.13K shares | Prior unavailable — | — | ↗▾ |
| 03 | MUBISHARES NATIONAL MUNI BOND EETF View history and evidence | $21.15M | 8.89% | 195.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $20.26M | 8.51% | 261.60K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCZISHARES MSCI EAFE SMALL-CAPETF View history and evidence | $18.27M | 7.68% | 304.99K shares | Prior unavailable — | — | ↗▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $17.80M | 7.48% | 381.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $14.21M | 5.97% | 194.88K shares | Prior unavailable — | — | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEETF View history and evidence | $11.69M | 4.91% | 295.34K shares | Prior unavailable — | — | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $9.28M | 3.90% | 45.12K shares | Prior unavailable — | — | ↗▾ |
| 10 | VNQVANGUARD REAL ESTATE ETFETF View history and evidence | $8.86M | 3.72% | 102.52K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009419 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 237909669
}Research all 235 reported holdings.
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