BM

BOSTON MOUNTAIN MONEY MANAGEMENT INC

13F
BOSTON MOUNTAIN MONEY MANAGEMENT INC
Last update 2024-10-11 64 Stocks (5 new)
Value $172.00 Mil Turnover 7 %
Countries:
Top Holdings: IVV(13.69%)WMT(10.93%)SPYG(9.52%)ITOT(8.34%)VOOV(8.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
BOSTON MOUNTAIN MONEY MANAGEME... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
40,869
23574.120
+0.30%
13.690
+0.04%
0.000
+11.40%
+21.33%
545905.122
 
WMT 		Walmart Inc
233,042
18818.110
+3.76%
10.930
+0.40%
0.000
+24.16%
+60.79%
672640.858
Retail - Defensive
SPYG 		SPDR Portfolio S&P 500 Growth ETF
197,600
16388.970
-2.50%
9.520
-0.27%
0.060
+14.25%
+28.87%
31050.619
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
114,390
14369.720
-1.97%
8.340
-0.18%
0.020
+11.68%
+20.36%
62339.708
 
VOOV 		Vanguard S&P 500 Value ETF
74,895
14283.970
+13.43%
8.290
+0.98%
0.280
+7.81%
+13.07%
5043.286
 
VTI 		Vanguard Total Stock Market ETF
32,413
9178.070
+1.03%
5.330
+0.05%
0.000
+11.80%
+20.27%
423658.824
 
ISTB 		iShares Core 1-5 Year USD Bond ETF
166,724
8116.110
+5.89%
4.710
+0.26%
0.200
-0.54%
+0.74%
4081.561
 
BSV 		Vanguard Short-Term Bond ETF
100,992
7947.030
+414.71%
4.610
+3.71%
0.020
-0.81%
+0.55%
33159.948
 
SPY 		S&P 500 ETF TRUST ETF
11,984
6876.050
0%
3.990
0%
0.000
+11.47%
+21.33%
596470.496
 
IXUS 		iShares Core MSCI Total International Stock ETF
85,605
6217.510
+1.55%
3.610
+0.05%
0.020
+8.54%
+8.49%
38596.567
 

BOSTON MOUNTAIN MONEY MANAGEMENT INC's Historical Top Holdings Breakdowns

BOSTON MOUNTAIN MONEY MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+3.71%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Add 414.71%
100,992
81,371
VOOV 		Vanguard S&P 500 Value ETF2024-09-30Add
+0.98%
●
175 ($183.6) 190.72
$189.91
3.44%
Add 13.43%
74,895
8,866
WMT 		Walmart Inc2024-09-30Add
+0.40%
●
66.91 ($73.44) 81.4
$83.68
13.94%
Add 3.76%
233,042
8,454
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Reduce
-0.27%
●
73.38 ($79.93) 84.1
$83.84
4.89%
Reduce -2.5%
197,600
-5,057
ISTB 		iShares Core 1-5 Year USD Bond ETF2024-09-30Add
+0.26%
●
47.18 ($48.13) 48.75
$47.91
-0.46%
Add 5.89%
166,724
9,272
EFG 		iShares MSCI EAFE Growth ETF2024-09-30New Buy
+0.18%
●
96.84 ($103.75) 108.77
$102.06
-1.63%
New holding
2,916
2,916
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Reduce
-0.18%
●
113.41 ($121.07) 125.62
$126.66
4.62%
Reduce -1.97%
114,390
-2,297
SUB 		iShares Short-Term National Muni Bond ETF2024-09-30Add
+0.16%
●
104.3 ($105.51) 106.3
$105.47
-0.04%
Add 8.12%
33,714
2,532
TSLA 		Tesla Inc2024-09-30New Buy
+0.15%
●
191.76 ($228.05) 263.26
$251.44
10.26%
New holding
1,006
1,006
JPM 		JPMorgan Chase & Co2024-09-30New Buy
+0.14%
●
194.9 ($210.63) 224.8
$221.49
5.16%
New holding
1,133
1,133

BOSTON MOUNTAIN MONEY MANAGEMENT INC Total Holding History ($B)

To

BOSTON MOUNTAIN MONEY MANAGEMENT INC's Asset Allocation

To

BOSTON MOUNTAIN MONEY MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BOSTON MOUNTAIN MONEY MANAGEMENT INC's Hypothetical Growth since 2024-09-30

BOSTON MOUNTAIN MONEY MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

BOSTON MOUNTAIN MONEY MANAGEMENT INC's Holdings Heat Map

Size field:

BOSTON MOUNTAIN MONEY MANAGEMENT INC's Holdings Bubble Chart

BOSTON MOUNTAIN MONEY MANAGEMENT INC News

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