BOSTON MOUNTAIN MONEY MANAGEMENT INC current holdings: USA ETF
BOSTON MOUNTAIN MONEY MANAGEMENT INC reported $0.14 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 31 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are IVV, SPYG, ITOT.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 40,869; Value $23,574,119.
- SPYG: Country of operation —; Class PRTFLO S&P500 GW; Shares 197,600; Value $16,388,968.
- ITOT: Country of operation —; Class CORE S&P TTL STK; Shares 114,390; Value $14,369,716.
- VOOV: Country of operation —; Class 500 VAL IDX FD; Shares 74,895; Value $14,283,973.
Form 13F-HR as filed (SEC CIK 2022846): quarter ended 2024-09-30, filed 2024-10-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 40,869 | $23,574,119 | 2024-09-30 | 2024-10-11 | |
|---|
SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 197,600 | $16,388,968 | 2024-09-30 | 2024-10-11 | |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 114,390 | $14,369,716 | 2024-09-30 | 2024-10-11 | |
|---|
VOOV
VANGUARD ADMIRAL FDS INC | | 500 VAL IDX FD | 74,895 | $14,283,973 | 2024-09-30 | 2024-10-11 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 32,413 | $9,178,065 | 2024-09-30 | 2024-10-11 | |
|---|
ISTB
ISHARES TR | | CORE 1 5 YR USD | 166,724 | $8,116,113 | 2024-09-30 | 2024-10-11 | |
|---|
BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 100,992 | $7,947,033 | 2024-09-30 | 2024-10-11 | |
|---|
SPY
SPDR S&P 500 ETF TR | | TR UNIT | 11,984 | $6,876,045 | 2024-09-30 | 2024-10-11 | |
|---|
IXUS
ISHARES TR | | CORE MSCI TOTAL | 85,605 | $6,217,512 | 2024-09-30 | 2024-10-11 | |
|---|
SPHQ
INVESCO EXCHANGE TRADED FD T | | S&P500 QUALITY | 55,430 | $3,728,759 | 2024-09-30 | 2024-10-11 | |
|---|
IGSB
ISHARES TR | | ISHS 1-5YR INVS | 69,231 | $3,645,695 | 2024-09-30 | 2024-10-11 | |
|---|
SUB
ISHARES TR | | SHRT NAT MUN ETF | 33,714 | $3,580,090 | 2024-09-30 | 2024-10-11 | |
|---|
SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 79,282 | $3,272,749 | 2024-09-30 | 2024-10-11 | |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 30,207 | $2,399,007 | 2024-09-30 | 2024-10-11 | |
|---|
SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 28,525 | $2,370,120 | 2024-09-30 | 2024-10-11 | |
|---|
RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 12,174 | $2,181,169 | 2024-09-30 | 2024-10-11 | |
|---|
IQLT
ISHARES TR | | MSCI INTL QUALTY | 42,742 | $1,773,368 | 2024-09-30 | 2024-10-11 | |
|---|
DGRO
ISHARES TR | | CORE DIV GRWTH | 26,454 | $1,658,401 | 2024-09-30 | 2024-10-11 | |
|---|
JHMM
JOHN HANCOCK EXCHANGE TRADED | | MULTIFACTOR MI | 26,315 | $1,584,163 | 2024-09-30 | 2024-10-11 | |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 6,388 | $818,893 | 2024-09-30 | 2024-10-11 | |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 4,223 | $737,295 | 2024-09-30 | 2024-10-11 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 2,771 | $730,959 | 2024-09-30 | 2024-10-11 | |
|---|
VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 9,550 | $701,131 | 2024-09-30 | 2024-10-11 | |
|---|
JPSE
J P MORGAN EXCHANGE TRADED F | | DIVERSFD EQT ETF | 13,866 | $665,984 | 2024-09-30 | 2024-10-11 | |
|---|
VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 10,144 | $656,710 | 2024-09-30 | 2024-10-11 | |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 2,815 | $557,629 | 2024-09-30 | 2024-10-11 | |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 1,390 | $329,676 | 2024-09-30 | 2024-10-11 | |
|---|
EFG
ISHARES TR | | EAFE GRWTH ETF | 2,916 | $313,907 | 2024-09-30 | 2024-10-11 | |
|---|
IUSV
ISHARES TR | | CORE S&P US VLU | 2,899 | $276,789 | 2024-09-30 | 2024-10-11 | |
|---|
SPHY
SPDR SER TR | | PORTFLI HIGH YLD | 9,753 | $234,553 | 2024-09-30 | 2024-10-11 | |
|---|
VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 773 | $203,523 | 2024-09-30 | 2024-10-11 | |
|---|
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