BMS FINANCIAL ADVISORS, LLC

PrivateCIK: 1928041
Location

RAPID CITY, SD

113
Positions
$153.36M
Total AUM (reported)
2.24M
Total Shares

Allocation by class

TOTAL AUM$153.36M113 positions
COM$23.15M15.1%
CORE S&P500 ETF$16.40M10.7%
SHS$11.02M7.2%
US LARGECAP DIVD$9.40M6.1%
PORTFLI INTRMDIT$8.32M5.4%
S&P 500 GARP ETF$8.04M5.2%
CORE TOTAL USD$4.94M3.2%

Portfolio Concentration

Top 323.6%4–1024.3%11–2525.9%Rest26.3%TOP 1047.9%0%100%
Top 3$36.17M23.6%
4–10$37.22M24.3%
11–25$39.72M25.9%
Rest$40.26M26.3%

Top 3 weight

23.6%

Top 10 weight

47.9%

Voting Authority Distribution

Total shares with voting rights: 2.24M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.24M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole113
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings113
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares36.80K
TypeSH
Market value$16.40M
10.70%
Sole
0.00
Shared
0.00
None
36.80K

FIRST TR NAS100 EQ WEIGHTED

SOLE
SHS
Shares96.98K
TypeSH
Market value$10.37M
6.76%
Sole
0.00
Shared
0.00
None
96.98K

WISDOMTREE TR

SOLE
US LARGECAP DIVD
Shares147.77K
TypeSH
Market value$9.40M
6.13%
Sole
0.00
Shared
0.00
None
147.77K

SPDR SER TR

SOLE
PORTFLI INTRMDIT
Shares294.18K
TypeSH
Market value$8.32M
5.43%
Sole
0.00
Shared
0.00
None
294.18K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500 GARP ETF
Shares88.62K
TypeSH
Market value$8.04M
5.25%
Sole
0.00
Shared
0.00
None
88.62K

ISHARES TR

SOLE
CORE TOTAL USD
Shares108.63K
TypeSH
Market value$4.94M
3.22%
Sole
0.00
Shared
0.00
None
108.63K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares55.61K
TypeSH
Market value$4.20M
2.74%
Sole
0.00
Shared
0.00
None
55.61K

SPDR SER TR

SOLE
PORTFOLIO SHORT
Shares133.80K
TypeSH
Market value$3.94M
2.57%
Sole
0.00
Shared
0.00
None
133.80K

FIRST TR EXCHNG TRADED FD VI

SOLE
TCW UNCONSTRAI
Shares161.49K
TypeSH
Market value$3.90M
2.55%
Sole
0.00
Shared
0.00
None
161.49K

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares24.38K
TypeSH
Market value$3.86M
2.52%
Sole
0.00
Shared
0.00
None
24.38K

SPDR INDEX SHS FDS

SOLE
MSCI EMRG MKTS
Shares69.35K
TypeSH
Market value$3.84M
2.51%
Sole
0.00
Shared
0.00
None
69.35K

WISDOMTREE TR

SOLE
CURRNCY INT EQ
Shares122.77K
TypeSH
Market value$3.84M
2.50%
Sole
0.00
Shared
0.00
None
122.77K

WISDOMTREE TR

SOLE
ITL HDG QTLY DIV
Shares92.44K
TypeSH
Market value$3.71M
2.42%
Sole
0.00
Shared
0.00
None
92.44K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares24.08K
TypeSH
Market value$3.66M
2.39%
Sole
0.00
Shared
0.00
None
24.08K

SPDR SER TR

SOLE
S&P 400 MDCP VAL
Shares48.99K
TypeSH
Market value$3.37M
2.20%
Sole
0.00
Shared
0.00
None
48.99K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares41.89K
TypeSH
Market value$3.33M
2.17%
Sole
0.00
Shared
0.00
None
41.89K

WISDOMTREE TR

SOLE
DYNAMIC INT EQ
Shares105.52K
TypeSH
Market value$3.31M
2.16%
Sole
0.00
Shared
0.00
None
105.52K

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares17.23K
TypeSH
Market value$2.32M
1.51%
Sole
0.00
Shared
0.00
None
17.23K

ISHARES TR

SOLE
EAFE GRWTH ETF
Shares22.59K
TypeSH
Market value$2.16M
1.41%
Sole
0.00
Shared
0.00
None
22.59K

ISHARES TR

SOLE
MBS ETF
Shares20.81K
TypeSH
Market value$1.94M
1.27%
Sole
0.00
Shared
0.00
None
20.81K

SPDR SER TR

SOLE
S&P 600 SMCP VAL
Shares24.41K
TypeSH
Market value$1.88M
1.23%
Sole
0.00
Shared
0.00
None
24.41K

SPDR SER TR

SOLE
S&P 600 SMCP GRW
Shares24.22K
TypeSH
Market value$1.86M
1.22%
Sole
0.00
Shared
0.00
None
24.22K

ISHARES TR

SOLE
US TREAS BD ETF
Shares67.19K
TypeSH
Market value$1.54M
1.00%
Sole
0.00
Shared
0.00
None
67.19K

MICROSOFT CORP

SOLE
COM
Shares4.38K
TypeSH
Market value$1.49M
0.97%
Sole
0.00
Shared
0.00
None
4.38K

ISHARES INC

SOLE
CORE MSCI EMKT
Shares29.58K
TypeSH
Market value$1.46M
0.95%
Sole
0.00
Shared
0.00
None
29.58K
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