BOSTON MOUNTAIN MONEY MANAGEMENT INC 13F Holdings
CIK 0002022846 · BENTONVILLE, AR
As of Sep 30, 2024, BOSTON MOUNTAIN MONEY MANAGEMENT INC reported 64 positions worth
CIK 0002022846 · BENTONVILLE, AR
As of Sep 30, 2024, BOSTON MOUNTAIN MONEY MANAGEMENT INC reported 64 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 40,869 | $23.6M | 13.69% |
| WALMART INC | WMT | Consumer Defensive | 233,042 | 8.8M | 10.93% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 197,600 | 6.4M | 9.52% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 114,390 | 4.4M | 8.34% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 74,895 | 4.3M | 8.29% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 32,413 | $9.2M | 5.33% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 166,724 | $8.1M | 4.71% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 100,992 | $7.9M | 4.61% |
| SPDR S&P 500 ETF TRUST | SPY | — | 11,984 | $6.9M | 3.99% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 85,605 | $6.2M | 3.61% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 55,430 | $3.7M | 2.16% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 69,231 | $3.6M | 2.12% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 33,714 | $3.6M | 2.08% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 79,282 | $3.3M | 1.90% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 30,207 | $2.4M | 1.39% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 28,525 | $2.4M | 1.38% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 12,174 | $2.2M | 1.27% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 42,742 | .8M | 1.03% |
| APPLE INC | AAPL | Technology | 7,349 | .7M | 0.99% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 26,454 | .7M | 0.96% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 26,315 | .6M | 0.92% |
| ALPHABET INC | GOOG | Equity | 8,615 | .4M | 0.84% |
| MICROSOFT CORP | MSFT | Technology | 1,907 | $820.7K | 0.48% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 6,388 | $818.9K | 0.48% |
| VANGUARD VALUE INDEX FUND | VTV | — | 4,223 | $737.3K | 0.43% |