Chief Compliance Officer

0001928041-22-000002.txt : 20220511 0001928041-22-000002.hdr.sgml : 20220511 20220511125349 ACCESSION NUMBER: 0001928041-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BMS Financial Advisors, LLC CENTRAL INDEX KEY: 0001928041 IRS NUMBER: 432073779 STATE OF INCORPORATION: SD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22483 FILM NUMBER: 22912902 BUSINESS ADDRESS: STREET 1: 1508 MOUNTAIN VIEW ROAD CITY: RAPID CITY STATE: SD ZIP: 57702 BUSINESS PHONE: (605) 341-1555 MAIL ADDRESS: STREET 1: 1508 MOUNTAIN VIEW ROAD CITY: RAPID CITY STATE: SD ZIP: 57702 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001928041 XXXXXXXX 03-31-2022 03-31-2022 BMS Financial Advisors, LLC

1508 MOUNTAIN VIEW ROAD RAPID CITY SD 57702

13F HOLDINGS REPORT 028-22483 N DOUG MAHER Chief Compliance Officer 605-341-1555 DOUG MAHER RAPID CITY SD 05-11-2022 0 103 157262 false INFORMATION TABLE 2 13F_BMS_2022Q1.xml Abbott Laboratories COM 002824100 598 5052 SH SOLE 0 0 5052 Amazon.com Inc COM 023135106 437 134 SH SOLE 0 0 134 Amgen Inc COM 031162100 546 2256 SH SOLE 0 0 2256 Amphenol Corp CL A 032095101 594 7887 SH SOLE 0 0 7887 Apple Inc COM 037833100 966 5535 SH SOLE 0 0 5535 Berkshire Hathaway Inc B CL B NEW 084670702 300 851 SH SOLE 0 0 851 BILL COM HOLDINGS ORD COM 090043100 356 1571 SH SOLE 0 0 1571 Chevron Corp COM 166764100 877 5389 SH SOLE 0 0 5389 Church & Dwight Co Inc COM 171340102 478 4807 SH SOLE 0 0 4807 Discover Financial Services COM 254709108 652 5921 SH SOLE 0 0 5921 Fair Isaac Corp COM 303250104 315 676 SH SOLE 0 0 676 Fidelity Small-Mid Multifactor ETF SML MID MLTFCT 316092527 430 12543 SH SOLE 0 0 12543 Fidelity Value Factor ETF VLU FACTOR ETF 316092782 1241 24412 SH SOLE 0 0 24412 Fidelity Quality Factor ETF QLTY FCTOR ETF 316092790 1001 19144 SH SOLE 0 0 19144 Fidelity Momentum Factor ETF MOMENTUM FACTR 316092816 1279 25060 SH SOLE 0 0 25060 Fidelity Low Volatility Factor ETF LOW VOLITY ETF 316092824 503 10054 SH SOLE 0 0 10054 Fidelity High Dividend ETF HIGH DIVID ETF 316092840 458 10992 SH SOLE 0 0 10992 Floor & Decor Holdings Inc CL A 339750101 298 3678 SH SOLE 0 0 3678 Arthur J. Gallagher & Co COM 363576109 554 3175 SH SOLE 0 0 3175 Graco Inc COM 384109104 432 6202 SH SOLE 0 0 6202 Heico Corp COM 422806109 426 3245 SH SOLE 0 0 3245 The Home Depot Inc COM 437076102 808 2699 SH SOLE 0 0 2699 Honeywell International Inc COM 438516106 462 2372 SH SOLE 0 0 2372 Illinois Tool Works Inc COM 452308109 301 1439 SH SOLE 0 0 1439 iShares TIPS Bond TIPS BD ETF 464287176 2016 16181 SH SOLE 0 0 16181 iShares Core S&P 500 CORE S&P500 ETF 464287200 19458 42888 SH SOLE 0 0 42888 iShares Global Tech ETF GLOBAL TECH ETF 464287291 1492 25727 SH SOLE 0 0 25727 iShares S&P 500 Growth S&P 500 GRWT ETF 464287309 9663 126516 SH SOLE 0 0 126516 iShares U.S. Energy ETF U.S. ENERGY ETF 464287796 1895 46305 SH SOLE 0 0 46305 iShares Core S&P Small-Cap CORE S&P SCP ETF 464287804 2176 20173 SH SOLE 0 0 20173 iShares Short-Term National Muni Bond SHRT NAT MUN ETF 464288158 295 2821 SH SOLE 0 0 2821 iShares National Muni Bond ETF NATIONAL MUN ETF 464288414 1517 13840 SH SOLE 0 0 13840 iShares 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VL IDXVIP 922908512 256 1710 SH SOLE 0 0 1710 West Pharmaceutical Services Inc COM 955306105 716 1743 SH SOLE 0 0 1743 AbbVie Inc COM 00287Y109 1204 7427 SH SOLE 0 0 7427 Altria Group Inc COM 02209S103 616 11786 SH SOLE 0 0 11786 Ameriprise Financial Inc COM 03076C106 756 2517 SH SOLE 0 0 2517 BlackRock Inc COM 09247X101 729 954 SH SOLE 0 0 954 Canadian Pacific Railway Ltd COM 13645T100 433 5250 SH SOLE 0 0 5250 Cisco Systems Inc COM 17275R102 669 12001 SH SOLE 0 0 12001 Costco Wholesale Corp COM 22160K105 531 922 SH SOLE 0 0 922 Crown Castle International Corp COM 22822V101 659 3568 SH SOLE 0 0 3568 Datadog Inc CL A COM 23804L103 229 1513 SH SOLE 0 0 1513 Entegris Inc COM 29362U104 453 3454 SH SOLE 0 0 3454 First Republic Bank COM 33616C100 541 3336 SH SOLE 0 0 3336 iShares US Treasury Bond US TREAS BD ETF 46429B267 6305 253095 SH SOLE 0 0 253095 iShares Edge MSCI Min Vol USA MSCI USA MIN VOL 46429B697 1494 19257 SH SOLE 0 0 19257 iShares GSCI Cmd Dyn Roll Stgy ETF GSCI CMDTY STGY 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