0001398344-24-009594.txt : 20240514 0001398344-24-009594.hdr.sgml : 20240514 20240514171953 ACCESSION NUMBER: 0001398344-24-009594 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BOSTON MOUNTAIN MONEY MANAGEMENT INC CENTRAL INDEX KEY: 0002022846 ORGANIZATION NAME: IRS NUMBER: 830476682 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24150 FILM NUMBER: 24945800 BUSINESS ADDRESS: STREET 1: 224 SE 2ND ST STE 100 CITY: BENTONVILLE STATE: AR ZIP: 72712 BUSINESS PHONE: 479.657.6940 MAIL ADDRESS: STREET 1: 224 SE 2ND ST STE 100 CITY: BENTONVILLE STATE: AR ZIP: 72712 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002022846 XXXXXXXX 03-31-2024 03-31-2024 false BOSTON MOUNTAIN MONEY MANAGEMENT INC

224 SE 2ND ST STE 100 BENTONVILLE AR 72712

13F HOLDINGS REPORT 028-24150 N Scott Alaniz 479-657-6940 /s/ Scott Alaniz Bentonville AR 05-13-2024 0 62 146023292 INFORMATION TABLE 2 fp0088336-1_13fhr-table.xml ADOBE INC COM 00724F101 300237 595 SH SOLE 0 0 595 ALPHABET INC CAP STK CL C 02079K107 1381760 9075 SH SOLE 0 0 9075 AMAZON COM INC COM 023135106 547634 3036 SH SOLE 0 0 3036 ANALOG DEVICES INC COM 032654105 200376 1013 SH SOLE 0 0 1013 APPLE INC COM 037833100 1266611 7386 SH SOLE 0 0 7386 BANK AMERICA CORP COM 060505104 583725 15394 SH SOLE 0 0 15394 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 468880 1115 SH SOLE 0 0 1115 BOEING CO COM 097023105 228886 1186 SH SOLE 0 0 1186 BOOKING HOLDINGS INC COM 09857L108 395622 109 SH SOLE 0 0 109 CENCORA INC COM 03073E105 288152 1186 SH SOLE 0 0 1186 CONOCOPHILLIPS COM 20825C104 209833 1649 SH SOLE 0 0 1649 DISNEY WALT CO COM 254687106 262259 2143 SH SOLE 0 0 2143 ECOLAB INC COM 278865100 219074 949 SH SOLE 0 0 949 EXXON MOBIL CORP COM 30231G102 504045 4336 SH SOLE 0 0 4336 FISERV INC COM 337738108 320599 2006 SH SOLE 0 0 2006 GENERAL DYNAMICS CORP COM 369550108 332364 1177 SH SOLE 0 0 1177 HUNT J B TRANS SVCS INC COM 445658107 498457 2502 SH SOLE 0 0 2502 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 3409485 56430 SH SOLE 0 0 56430 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1179770 6966 SH SOLE 0 0 6966 IQVIA HLDGS INC COM 46266C105 301192 1191 SH SOLE 0 0 1191 ISHARES TR CORE MSCI TOTAL 46432F834 5599471 82515 SH SOLE 0 0 82515 ISHARES TR CORE S&P US VLU 464287663 262151 2899 SH SOLE 0 0 2899 ISHARES TR CORE DIV GRWTH 46434V621 1540448 26532 SH SOLE 0 0 26532 ISHARES TR CORE S&P TTL STK 464287150 13488538 116986 SH SOLE 0 0 116986 ISHARES TR CORE INTL AGGR 46435G672 1199725 24019 SH SOLE 0 0 24019 ISHARES TR SHRT NAT MUN ETF 464288158 2731568 26082 SH SOLE 0 0 26082 ISHARES TR ISHS 1-5YR INVS 464288646 3469955 67667 SH SOLE 0 0 67667 ISHARES TR CORE S&P500 ETF 464287200 21247466 40415 SH SOLE 0 0 40415 ISHARES TR MSCI INTL QUALTY 46434V456 1680109 42363 SH SOLE 0 0 42363 ISHARES TR CORE 1 5 YR USD 46432F859 8018515 169024 SH SOLE 0 0 169024 J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845 626743 13866 SH SOLE 0 0 13866 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1539850 26836 SH SOLE 0 0 26836 LOCKHEED MARTIN CORP COM 539830109 281864 620 SH SOLE 0 0 620 MASTERCARD INCORPORATED CL A 57636Q104 438390 910 SH SOLE 0 0 910 MCKESSON CORP COM 58155Q103 267523 498 SH SOLE 0 0 498 META PLATFORMS INC CL A 30303M102 254598 524 SH SOLE 0 0 524 MICROSOFT CORP COM 594918104 827494 1967 SH SOLE 0 0 1967 NETFLIX INC COM 64110L106 300628 495 SH SOLE 0 0 495 NOVARTIS AG SPONSORED ADR 66987V109 218223 2256 SH SOLE 0 0 2256 QUALCOMM INC COM 747525103 202752 1198 SH SOLE 0 0 1198 SANOFI SPONSORED ADR 80105N105 210001 4321 SH SOLE 0 0 4321 SCHWAB CHARLES CORP COM 808513105 268265 3708 SH SOLE 0 0 3708 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2450940 30099 SH SOLE 0 0 30099 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2950955 81541 SH SOLE 0 0 81541 SPDR S&P 500 ETF TR TR UNIT 78462F103 6268567 11984 SH SOLE 0 0 11984 SPDR SER TR PORTFLI HIGH YLD 78468R606 225865 9628 SH SOLE 0 0 9628 SPDR SER TR PRTFLO S&P500 GW 78464A409 14937587 204205 SH SOLE 0 0 204205 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 228700 1681 SH SOLE 0 0 1681 UNILEVER PLC SPON ADR NEW 904767704 234314 4669 SH SOLE 0 0 4669 UNITEDHEALTH GROUP INC COM 91324P102 619314 1252 SH SOLE 0 0 1252 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 11698144 64820 SH SOLE 0 0 64820 VANGUARD INDEX FDS VALUE ETF 922908744 712756 4376 SH SOLE 0 0 4376 VANGUARD INDEX FDS SMALL CP ETF 922908751 271521 1188 SH SOLE 0 0 1188 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8176714 31461 SH SOLE 0 0 31461 VANGUARD INDEX FDS MID CAP ETF 922908629 505879 2025 SH SOLE 0 0 2025 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1570011 20308 SH SOLE 0 0 20308 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 518513 2839 SH SOLE 0 0 2839 VANGUARD STAR FDS VG TL INTL STK F 921909768 595984 9884 SH SOLE 0 0 9884 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 814646 6733 SH SOLE 0 0 6733 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 670084 9740 SH SOLE 0 0 9740 WALMART INC COM 931142103 14697585 244268 SH SOLE 0 0 244268 WELLS FARGO CO NEW COM 949746101 301975 5210 SH SOLE 0 0 5210