StockDriftsStockDriftsTop 50 Bear Mountain Capital, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID CAP | 15.22% | 164.2K | $50.6M | +4.90%(+7.67K) | $57.06(+35.85%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 11.71% | 59.8K | $39.0M | +2.57%(+1.50K) | $430.14(+59.88%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.64% | 414.8K | $28.8M | +1.89%(+7.71K) | $46.79(+50.80%) | 2026-03-31 | |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 8.48% | 333.6K | $28.2M | +2.55%(+8.31K) | $60.46(+41.66%) | 2026-03-31 | |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 8.31% | 259.0K | $27.6M | new | $106.60(-0.29%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 7.1% | 297.2K | $23.6M | +14.00%(+36.51K) | $76.74(+2.90%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 6.83% | 387.7K | $22.7M | new | $58.63(-0.66%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 5.78% | 326.7K | $19.2M | +3.28%(+10.38K) | $41.20(+45.54%) | 2026-03-31 | |
| VB | VANGUARD SMALL CAP ETF | 4.14% | 48.1K | $13.8M | +3.66%(+1.70K) | $206.44(+39.03%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 3.12% | 106.9K | $10.4M | +7.43%(+7.39K) | $83.09(+14.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.69% | +31.97% |
| Top 20 Holdings Unweighted | +10.01% | +33.13% |
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