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Bear Mountain Capital, Inc.

Q4 2024 Holdings

Filed 2025-02-03 | 176 holdings | $256.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Mid Cap(VO)ETF922908629$39.4M142,01315.3%
Vanguard S&P 500 ETF(VOO)ETF922908363$29.9M53,41511.7%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$25.4M239,3379.9%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$19.7M252,3737.7%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$19.5M314,3247.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$19.1M383,3507.4%
Vanguard Total Bond Market ETF(BND)ETF921937835$14.5M201,7495.6%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$13.3M300,9235.2%
Vanguard Small Cap ETF(VB)ETF922908751$10.6M42,1624.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$9.1M100,6183.5%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$6.8M139,5702.7%
Ishares Core S&P 500 ETF(IVV)ETF464287200$5.0M8,1281.9%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$4.5M35,6781.8%
Vanguard Total Stock Market ETF(VTI)ETF922908769$4.1M13,4521.6%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$3.9M156,4111.5%
Ishares ESG Aware US Aggregate Bond ETF(EAGG)ETF46435U549$3.0M64,1341.2%
Amazon.com Inc(AMZN)Stock023135106$2.8M11,8871.1%
Ishares TR Russell 1000 Index ETF(IWB)ETF464287622$2.8M8,2961.1%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$2.7M23,6161.1%
Vanguard ESG International Stock ETF(VSGX)ETF921910725$2.5M43,3271.0%
Vanguard Global Ex-U.S. Real Estate ETF(VNQI)ETF922042676$2.2M54,4270.8%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$1.7M49,3160.7%
Nvidia Corporation COM(NVDA)Stock67066G104$1.5M10,1250.6%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$1.2M2,0190.5%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.2M1,9260.5%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$1.1M14,4460.4%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$1.0M24,5100.4%
Microsoft(MSFT)Stock594918104$1.0M2,2460.4%
Ishares 1-3 YR Credit Bond ETF(IGSB)ETF464288646$956.3K18,4510.4%
Ishares Core International Aggregate Bond ETF(IAGG)ETF46435G672$940.1K18,8470.4%
Ishares Russell Midcap ETF(IWR)ETF464287499$629.9K6,7950.2%
Costco Wholesale Corp(COST)Stock22160K105$515.4K5470.2%
Apple Inc(AAPL)Stock037833100$348.7K1,5590.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$308.1K6700.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$224.9K1,1270.1%
Ishares US Real Estate ETF(IYR)ETF464287739$186.1K1,9660.1%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$166.9K4000.1%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$161.4K8320.1%
Spdr DOW Jones International Real Estate ETF(RWX)ETF78463X863$154.4K6,6370.1%
Caterpillar Inc COM(CAT)Stock149123101$140.2K3450.1%
Ishares U.S. Financials ETF(IYF)ETF464287788$140.1K1,2000.1%
Automatic Data Processing Inc COM(ADP)Stock053015103$118.2K4000.0%
Tesla Inc COM(TSLA)Stock88160R101$116.7K2830.0%
Ishares S&P Midcap 400 Growth Index(IJK)ETF464287606$116.2K1,2070.0%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$114.9K8830.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$100.6K1,2250.0%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$88.8K7440.0%
Nuveen ESG Emerging Markets Equity ETF(NUEM)ETF67092P888$84.6K2,8770.0%
Avalonbay Cmntys Inc COM(AVB)REIT053484101$78.9K3690.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$76.1K9640.0%
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