Bear Mountain Capital, Inc.
215 holdingsFiling period: 2026-06-30Current AUM: $344.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | 669.7K | $54.1M | $53.8M | 15.61% | +505.5K | 2026-06-30 |
| 2 | VOO | VANGUARD S&P 500 ETF | 60.6K | $41.9M | $42.4M | 12.32% | +772 | 2026-06-30 |
| 3 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 282.4K | $30.0M | $29.7M | 8.63% | +23.5K | 2026-06-30 |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 420.2K | $29.7M | $29.8M | 8.65% | +5.5K | 2026-06-30 |
| 5 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 343.8K | $28.6M | $29.5M | 8.58% | +10.1K | 2026-06-30 |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 294.7K | $23.2M | $22.8M | 6.61% | -2,470 | 2026-06-30 |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 396.4K | $23.0M | $22.8M | 6.62% | +8.6K | 2026-06-30 |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 333.5K | $19.7M | $19.5M | 5.67% | +6.8K | 2026-06-30 |
| 9 | VB | VANGUARD SMALL CAP ETF | 48.6K | $14.4M | $13.9M | 4.02% | +512 | 2026-06-30 |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | 110.2K | $10.8M | $10.5M | 3.05% | +3.3K | 2026-06-30 |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 171.4K | $8.2M | $8.0M | 2.31% | +2.1K | 2026-06-30 |
| 12 | IVV | ISHARES CORE S&P 500 ETF | 8.1K | $6.1M | $6.2M | 1.81% | +15 | 2026-06-30 |
| 13 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 39.2K | $6.1M | $6.1M | 1.76% | +735 | 2026-06-30 |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 13.4K | $5.0M | $5.0M | 1.46% | -- | 2026-06-30 |
| 15 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 92.6K | $4.7M | $4.4M | 1.29% | -4,496 | 2026-06-30 |
| 16 | SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 157.9K | $3.9M | $3.9M | 1.12% | +4.1K | 2026-06-30 |
| 17 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 43.6K | $3.5M | $3.5M | 1.01% | +727 | 2026-06-30 |
| 18 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 22.8K | $3.5M | $3.5M | 1.02% | -- | 2026-06-30 |
| 19 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 8.3K | $3.4M | $3.4M | 1.00% | -- | 2026-06-30 |
| 20 | AMZN | AMAZON.COM INC | 12.7K | $3.2M | $3.3M | 0.95% | -43 | 2026-06-30 |
| 21 | ESGE | ISHARES ESG AWARE MSCI EM ETF | 45.8K | $2.4M | $2.3M | 0.68% | +213 | 2026-06-30 |
| 22 | VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 52.4K | $2.4M | $2.3M | 0.67% | +1.3K | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION COM | 8.8K | $1.9M | $2.0M | 0.57% | -74 | 2026-06-30 |
| 24 | SPY | STATE STREET SPDR S&P 500 ETF | 1.9K | $1.4M | $1.5M | 0.43% | -- | 2026-06-30 |
| 25 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 2.0K | $1.4M | $1.3M | 0.38% | -- | 2026-06-30 |
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