Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAR MOUNTAIN CAPITAL INC | 01-30-2024 | 12-31-2023 | 235 | 237,909,669 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID CAP | ETF | 1 | $34,914,201 | 153,287 | 0.01 | 153,287 | +Inf | 12-31-2023 | |
| VANGUARD S&P 500 ETF | ETF | 2 | $27,118,052 | 62,126 | 0.01 | 62,126 | +Inf | 12-31-2023 | |
| ISHARES AMT-FREE MUNI BOND ETF | ETF | 3 | $21,148,134 | 195,238 | 0.01 | 195,238 | +Inf | 12-31-2023 | |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 4 | $20,255,981 | 261,604 | 0.01 | 261,604 | +Inf | 12-31-2023 |
