| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD MID CAP | 3 | Q2 2024 | 14.7% |
| VANGUARD S&P 500 ETF | 3 | Q2 2024 | 11.7% |
| ISHARES AMT-FREE MUNI BOND ETF | 3 | Q2 2024 | 9.0% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 3 | Q2 2024 | 8.5% |
| ISHARES MSCI EAFE SMALL CAP ETF | 3 | Q2 2024 | 7.7% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 3 | Q2 2024 | 7.5% |
| VANGUARD TOTAL BOND MARKET ETF | 3 | Q2 2024 | 6.0% |
| VANGUARD FTSE EMERGING MARKETS ETF | 3 | Q2 2024 | 5.4% |
| VANGUARD SMALL CAP ETF | 3 | Q2 2024 | 3.9% |
| VANGUARD REAL ESTATE ETF | 3 | Q2 2024 | 3.7% |
View Bear Mountain Capital, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-29 |
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-10 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-30 |
View Bear Mountain Capital, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.