BEAR MOUNTAIN CAPITAL INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VO | VANGUARD MID-CAP INDEX FUND | 148,011 | +5,998 | +4.22% | $215.50 | 14.66% | 0.06% | 37,918,970 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 56,509 | +3,094 | +5.79% | $415.57 | 11.13% | 0.01% | 28,790,588 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 228,724 | -10,613 | -4.43% | $104.41 | 9.23% | 0.06% | 23,874,253 | 2025-03-31 | ||||||
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 316,174 | +1,850 | +0.59% | $56.67 | 8.15% | 0.22% | 21,082,511 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 397,199 | +13,849 | +3.61% | $45.16 | 8.13% | 0.01% | 21,031,663 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 256,245 | +3,872 | +1.53% | $75.71 | 7.84% | 0.06% | 20,279,224 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 211,147 | +9,398 | +4.66% | $70.76 | 6.00% | 0.01% | 15,529,874 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 312,849 | +11,926 | +3.96% | $39.99 | 5.46% | 0.02% | 14,125,111 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 44,968 | +2,806 | +6.66% | $196.45 | 3.77% | 0.02% | 9,747,695 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 102,667 | +2,049 | +2.04% | $79.34 | 3.49% | 0.03% | 9,036,731 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 139,803 | +233 | +0.17% | $48.83 | 2.67% | 0.01% | 6,910,448 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 8,128 | 0 | 0.00% | $447.08 | 1.75% | 0.00% | 4,526,890 | 2025-03-31 | ||||||
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 36,392 | +714 | +2.00% | $91.33 | 1.61% | 0.12% | 4,162,824 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 13,803 | +351 | +2.61% | $222.77 | 1.46% | 0.00% | 3,763,541 | 2025-03-31 | ||||||
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 149,667 | -6,744 | -4.31% | $24.03 | 1.45% | 0.38% | 3,750,664 | 2025-03-31 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 62,667 | -1,467 | -2.29% | $46.10 | 1.15% | 0.08% | 2,975,428 | 2025-03-31 | ||||||
| AMZN | AMAZON | 15,230 | +3,343 | +28.12% | $156.94 | 1.10% | 0.00% | 2,853,910 | 2025-03-31 | ||||||
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 23,376 | -240 | -1.02% | $106.14 | 1.09% | 0.03% | 2,813,068 | 2025-03-31 | ||||||
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 41,927 | -1,400 | -3.23% | $52.15 | 0.98% | 0.06% | 2,543,293 | 2025-03-31 | ||||||
| IWB | ISHARES RUSSELL 1000 ETF | 8,296 | 0 | 0.00% | $245.52 | 0.98% | 0.01% | 2,524,639 | 2025-03-31 | ||||||
| VNQI | VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | 53,007 | -1,420 | -2.61% | $40.24 | 0.87% | 0.07% | 2,260,757 | 2025-03-31 | ||||||
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 47,727 | -1,589 | -3.22% | $30.03 | 0.65% | 0.04% | 1,671,877 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 3,199 | +953 | +42.43% | $371.54 | 0.49% | 0.00% | 1,260,370 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 14,439 | -7 | -0.05% | $66.64 | 0.44% | 0.00% | 1,138,047 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 9,906 | -219 | -2.16% | $46.25 | 0.42% | 0.00% | 1,079,958 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,926 | 0 | 0.00% | $444.00 | 0.41% | 0.00% | 1,067,647 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 2,019 | 0 | 0.00% | $462.40 | 0.41% | 0.00% | 1,053,676 | 2025-03-31 | ||||||
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 23,192 | -1,318 | -5.38% | $39.14 | 0.39% | 0.01% | 1,012,352 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 998 | +451 | +82.45% | $769.64 | 0.38% | 0.00% | 989,223 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 19,713 | +18,216 | +1,216.83% | $49.88 | 0.37% | 0.00% | 965,937 | 2025-03-31 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 18,284 | -167 | -0.91% | $50.17 | 0.37% | 0.00% | 959,910 | 2025-03-31 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 18,513 | -334 | -1.77% | $50.43 | 0.36% | 0.01% | 938,979 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 624 | +600 | +2,500.00% | $927.80 | 0.27% | 0.00% | 702,399 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 6,784 | -11 | -0.16% | $71.02 | 0.22% | 0.00% | 571,009 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 679 | +9 | +1.34% | $0.00 | 0.14% | 0.00% | 362,973 | 2025-03-31 | ||||||
| AAPL | APPLE | 1,664 | +105 | +6.74% | $192.46 | 0.14% | 0.00% | 351,472 | 2025-03-31 | ||||||
| NTES | NETEASE | 1,823 | +1,823 | Open | $100.56 | 0.07% | 0.00% | 193,848 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 1,149 | +22 | +1.95% | $135.73 | 0.07% | 0.00% | 186,244 | 2025-03-31 | ||||||
| IYR | ISHARES US REAL ESTATE ETF | 1,848 | -118 | -6.00% | $83.02 | 0.07% | 0.00% | 172,548 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 832 | 0 | 0.00% | $154.86 | 0.06% | 0.00% | 151,482 | 2025-03-31 | ||||||
| RWX | SPDR(R) DOW JONES INTERNATIONAL REAL ESTATE ETF | 5,749 | -888 | -13.38% | $24.64 | 0.06% | 0.06% | 150,221 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 400 | 0 | 0.00% | $282.69 | 0.06% | 0.00% | 146,688 | 2025-03-31 | ||||||
| IYF | ISHARES US FINANCIALS ETF | 1,200 | 0 | 0.00% | $77.47 | 0.05% | 0.00% | 132,684 | 2025-03-31 | ||||||
| META | META | 222 | +112 | +101.82% | $615.98 | 0.05% | 0.00% | 123,110 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 401 | +1 | +0.25% | $231.50 | 0.05% | 0.00% | 118,537 | 2025-03-31 | ||||||
| PLTR | PALANTIR | 1,009 | +45 | +4.67% | $57.89 | 0.05% | 0.00% | 117,071 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 352 | +7 | +2.03% | $258.74 | 0.04% | 0.00% | 108,221 | 2025-03-31 | ||||||
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 883 | 0 | 0.00% | $101.71 | 0.04% | 0.00% | 101,307 | 2025-03-31 | ||||||
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 1,207 | 0 | 0.00% | $73.33 | 0.04% | 0.00% | 100,133 | 2025-03-31 | ||||||
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 1,076 | -149 | -12.16% | $82.22 | 0.03% | 0.00% | 89,319 | 2025-03-31 | ||||||