0001398344-24-012868.txt : 20240719 0001398344-24-012868.hdr.sgml : 20240719 20240719142346 ACCESSION NUMBER: 0001398344-24-012868 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240719 DATE AS OF CHANGE: 20240719 EFFECTIVENESS DATE: 20240719 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: 241127413 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 06-30-2024 06-30-2024 false BOSTON MOUNTAIN MONEY MANAGEMENT INC

224 SE 2ND ST STE 100 BENTONVILLE AR 72712

13F HOLDINGS REPORT 028-24150 000143649 801-118394 N Scott Alaniz 479-657-6940 /s/ Scott Alaniz Bentonville AR 07-16-2024 0 61 151588320 INFORMATION TABLE 2 fp0089120-1_13fhr-table.xml ADOBE INC COM 00724F101 330546 595 SH SOLE 0 0 595 ALPHABET INC CAP STK CL C 02079K107 1643076 8958 SH SOLE 0 0 8958 AMAZON COM INC COM 023135106 586707 3036 SH SOLE 0 0 3036 ANALOG DEVICES INC COM 032654105 231244 1013 SH SOLE 0 0 1013 APPLE INC COM 037833100 1570034 7454 SH SOLE 0 0 7454 BANK AMERICA CORP COM 060505104 609146 15317 SH SOLE 0 0 15317 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 463345 1139 SH SOLE 0 0 1139 BOEING CO COM 097023105 215864 1186 SH SOLE 0 0 1186 BOOKING HOLDINGS INC COM 09857L108 428042 108 SH SOLE 0 0 108 CENCORA INC COM 03090BBJ8 267174 1186 SH SOLE 0 0 1186 DISNEY WALT CO COM 254687106 203777 2052 SH SOLE 0 0 2052 ECOLAB INC COM 278865100 215287 905 SH SOLE 0 0 905 EXXON MOBIL CORP COM 30231G102 499189 4336 SH SOLE 0 0 4336 FISERV INC COM 337738108 291522 1956 SH SOLE 0 0 1956 GENERAL DYNAMICS CORP COM 369550108 342340 1180 SH SOLE 0 0 1180 HUNT J B TRANS SVCS INC COM 445658107 400267 2502 SH SOLE 0 0 2502 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1846044 11237 SH SOLE 0 0 11237 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 3522006 55430 SH SOLE 0 0 55430 IQVIA HLDGS INC COM 46266C105 249076 1178 SH SOLE 0 0 1178 ISHARES TR CORE MSCI TOTAL 46432F834 5695347 84301 SH SOLE 0 0 84301 ISHARES TR CORE S&P US VLU 464287663 255455 2899 SH SOLE 0 0 2899 ISHARES TR CORE DIV GRWTH 46434V621 1528509 26532 SH SOLE 0 0 26532 ISHARES TR CORE S&P TTL STK 464287150 13860087 116687 SH SOLE 0 0 116687 ISHARES TR SHRT NAT MUN ETF 464288158 3260078 31182 SH SOLE 0 0 31182 ISHARES TR CORE S&P500 ETF 464287200 22296795 40745 SH SOLE 0 0 40745 ISHARES TR MSCI INTL QUALTY 46434V456 1664304 42620 SH SOLE 0 0 42620 ISHARES TR CORE 1 5 YR USD 46432F859 7458519 157452 SH SOLE 0 0 157452 ISHARES TR ISHS 1-5YR INVS 464288646 3586782 70000 SH SOLE 0 0 70000 J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845 604558 13866 SH SOLE 0 0 13866 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1448378 26315 SH SOLE 0 0 26315 LOCKHEED MARTIN CORP COM 539830109 290280 621 SH SOLE 0 0 621 MASTERCARD INCORPORATED CL A 57636Q104 211555 480 SH SOLE 0 0 480 MCKESSON CORP COM 58155Q103 291200 499 SH SOLE 0 0 499 META PLATFORMS INC CL A 30303M102 262858 521 SH SOLE 0 0 521 MICROSOFT CORP COM 594918104 879085 1967 SH SOLE 0 0 1967 NETFLIX INC COM 64110L106 334066 495 SH SOLE 0 0 495 NOVARTIS AG SPONSORED ADR 66987V109 206958 1944 SH SOLE 0 0 1944 QUALCOMM INC COM 747525103 238536 1198 SH SOLE 0 0 1198 SANOFI SPONSORED ADR 80105N105 209655 4321 SH SOLE 0 0 4321 SCHWAB CHARLES CORP COM 808513105 273271 3708 SH SOLE 0 0 3708 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2259306 29029 SH SOLE 0 0 29029 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2972402 78906 SH SOLE 0 0 78906 SPDR S&P 500 ETF TR TR UNIT 78462F103 6522032 11984 SH SOLE 0 0 11984 SPDR SER TR PORTFLI HIGH YLD 78468R606 226555 9753 SH SOLE 0 0 9753 SPDR SER TR PRTFLO S&P500 GW 78464A409 16238941 202657 SH SOLE 0 0 202657 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 279139 1606 SH SOLE 0 0 1606 UNILEVER PLC SPON ADR NEW 904767704 221530 4029 SH SOLE 0 0 4029 UNITEDHEALTH GROUP INC COM 91324P102 626847 1231 SH SOLE 0 0 1231 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 11606644 66029 SH SOLE 0 0 66029 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1504965 19621 SH SOLE 0 0 19621 VANGUARD INDEX FDS VALUE ETF 922908744 702033 4376 SH SOLE 0 0 4376 VANGUARD INDEX FDS SMALL CP ETF 922908751 274034 1257 SH SOLE 0 0 1257 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8581988 32081 SH SOLE 0 0 32081 VANGUARD INDEX FDS MID CAP ETF 922908629 523989 2164 SH SOLE 0 0 2164 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2181201 28226 SH SOLE 0 0 28226 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 513962 2815 SH SOLE 0 0 2815 VANGUARD STAR FDS VG TL INTL STK F 921909768 612506 10158 SH SOLE 0 0 10158 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 798554 6733 SH SOLE 0 0 6733 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 654434 9550 SH SOLE 0 0 9550 WALMART INC COM 931142103 15206870 224588 SH SOLE 0 0 224588 WELLS FARGO CO NEW COM 949746101 309426 5210 SH SOLE 0 0 5210