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CIK: 0002022846
Total reported value
$172.2M
$172.2M
62 檔
44.2%
During the Q1 2024 filing period, Boston Mountain Money Management Inc (CIK: 0002022846) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $172.2M across 62 reported positions.
During Q1 2024, Boston Mountain Money Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.55% | — | — | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.23% | — | — | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 10.07% | — | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.24% | — | — | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 8.01% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.60% | — | — | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.49% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.29% | — | — | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.83% | — | — | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.38% | — | — | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.33% | — | — | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.02% | — | — | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.87% | — | — | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.68% | — | — | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.15% | — | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.08% | — | — | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.05% | — | — | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.05% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | — | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.87% | — | — | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.82% | — | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | — | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | — | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | — | — | |
| 26 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.46% | — | — | |
| 27 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.43% | — | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | — | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.41% | — | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | — | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | — | — | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | — | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | — | — | |
| 35 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.34% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | — | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | — | — | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.27% | — | — | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.23% | — | — | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.22% | — | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | — | — | |
| 42 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.21% | — | — | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | — | — | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.21% | — | — | |
| 45 | COR | Cencora Inc | Stock-Healthcare | 0.20% | — | — | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.19% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | — | — | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.18% | — | — | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.18% | — | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.18% | — | — |
According to official SEC Form 13F filings, Boston Mountain Money Management Inc reported a total U.S. public equity portfolio value of $172.2M across 62 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYG, WMT) accounted for 44.2% of total reported equity market value during Q1 2024.
During Q1 2024, Boston Mountain Money Management Inc's top holdings by market value included IVV (14.6%)、SPYG (10.2%)、WMT (10.1%). The largest single position, IVV, represented 14.6% of total portfolio value.
In Q1 2024, Boston Mountain Money Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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