Bear Mountain Capital, Inc.
198 holdingsFiling period: 2026-03-31Current AUM: $360.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | 164.2K | $50.6M | $57.1M | 15.85% | +7.7K | 2026-03-31 |
| 2 | VOO | VANGUARD S&P 500 ETF | 59.8K | $39.0M | $44.8M | 12.42% | +1.5K | 2026-03-31 |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 414.8K | $28.8M | $31.7M | 8.79% | +7.7K | 2026-03-31 |
| 4 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 333.6K | $28.2M | $30.2M | 8.38% | +8.3K | 2026-03-31 |
| 5 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 259.0K | $27.6M | $27.6M | 7.65% | -- | 2026-03-31 |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 297.2K | $23.6M | $23.4M | 6.50% | +36.5K | 2026-03-31 |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 387.7K | $22.7M | $22.5M | 6.25% | -- | 2026-03-31 |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 326.7K | $19.2M | $20.9M | 5.80% | +10.4K | 2026-03-31 |
| 9 | VB | VANGUARD SMALL CAP ETF | 48.1K | $13.8M | $15.5M | 4.31% | +1.7K | 2026-03-31 |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | 106.9K | $10.4M | $11.6M | 3.21% | +7.4K | 2026-03-31 |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 169.4K | $8.2M | $8.1M | 2.26% | +18.9K | 2026-03-31 |
| 12 | IVV | ISHARES CORE S&P 500 ETF | 8.1K | $5.8M | $6.6M | 1.84% | -- | 2026-03-31 |
| 13 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 38.5K | $5.5M | $6.4M | 1.78% | +949 | 2026-03-31 |
| 14 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 97.1K | $4.9M | $4.9M | 1.35% | -5,474 | 2026-03-31 |
| 15 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 13.4K | $4.7M | $5.4M | 1.50% | -7 | 2026-03-31 |
| 16 | SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 153.8K | $3.9M | $3.8M | 1.06% | +4.4K | 2026-03-31 |
| 17 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 22.8K | $3.6M | $3.7M | 1.04% | -79 | 2026-03-31 |
| 18 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 42.8K | $3.4M | $3.8M | 1.04% | +200 | 2026-03-31 |
| 19 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 8.3K | $3.2M | $3.7M | 1.02% | -- | 2026-03-31 |
| 20 | AMZN | AMAZON.COM INC | 12.8K | $3.2M | $4.1M | 1.15% | -898 | 2026-03-31 |
| 21 | VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 51.1K | $2.4M | $2.5M | 0.70% | +1.5K | 2026-03-31 |
| 22 | ESGE | ISHARES ESG AWARE MSCI EM ETF | 45.6K | $2.3M | $2.6M | 0.73% | -333 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION COM | 8.8K | $1.8M | $2.1M | 0.57% | -185 | 2026-03-31 |
| 24 | IEFA | ISHARES CORE MSCI EAFE ETF | 14.2K | $1.4M | $1.5M | 0.41% | -18 | 2026-03-31 |
| 25 | SPY | STATE STREET SPDR S&P 500 ETF | 1.9K | $1.4M | $1.6M | 0.44% | -- | 2026-03-31 |
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