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Boston Mountain Money Management Inc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$172.24M
# of Holdings
64
Performance Rank
N/A
Allocation (Top 20)
N/A

Boston Mountain Money Management Inc Holdings Map

Top 50 Boston Mountain Money Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
13.69%40.9K$23.6M
+0.30%(+124)
2024-Q1: 40.4K shares2024-Q2: 40.7K shares2024-Q3: 40.9K shares2024-09-30
WMT
WALMART INC
10.93%233.0K$18.8M
+3.76%(+8.45K)
2024-Q1: 244.3K shares2024-Q2: 224.6K shares2024-Q3: 233.0K shares2024-09-30
SPYG
SPDR SER TR
9.52%197.6K$16.4M
-2.50%(-5.06K)
2024-Q1: 204.2K shares2024-Q2: 202.7K shares2024-Q3: 197.6K shares2024-09-30
ITOT
ISHARES TR
8.34%114.4K$14.4M
-1.97%(-2.30K)
2024-Q1: 117.0K shares2024-Q2: 116.7K shares2024-Q3: 114.4K shares2024-09-30
VOOV
VANGUARD ADMIRAL FDS INC
8.29%74.9K$14.3M
+13.43%(+8.87K)
2024-Q1: 64.8K shares2024-Q2: 66.0K shares2024-Q3: 74.9K shares2024-09-30
VTI
VANGUARD INDEX FDS
5.33%32.4K$9.2M
+1.03%(+332)
2024-Q1: 31.5K shares2024-Q2: 32.1K shares2024-Q3: 32.4K shares2024-09-30
ISTB
ISHARES TR
4.71%166.7K$8.1M
+5.89%(+9.27K)
2024-Q1: 169.0K shares2024-Q2: 157.5K shares2024-Q3: 166.7K shares2024-09-30
BSV
VANGUARD BD INDEX FDS
4.61%101.0K$7.9M
+414.71%(+81.37K)
2024-Q2: 19.6K shares2024-Q3: 101.0K shares2024-09-30
SPY
SPDR S&P 500 ETF TR
3.99%12.0K$6.9M
+0.00%(+0)
2024-Q1: 12.0K shares2024-Q2: 12.0K shares2024-Q3: 12.0K shares2024-09-30
IXUS
ISHARES TR
3.61%85.6K$6.2M
+1.55%(+1.30K)
2024-Q1: 82.5K shares2024-Q2: 84.3K shares2024-Q3: 85.6K shares2024-09-30

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