0001928041-22-000003.txt : 20220711 0001928041-22-000003.hdr.sgml : 20220711 20220711162449 ACCESSION NUMBER: 0001928041-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 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: 221077193 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 06-30-2022 06-30-2022 BMS Financial Advisors, LLC

1508 MOUNTAIN VIEW ROAD RAPID CITY SD 57702

13F HOLDINGS REPORT 028-22483 N DOUGLAS A. MAHER 605-341-1555 DOUGLAS A. MAHER RAPID CITY SD 07-11-2022 0 95 152893 false INFORMATION TABLE 2 13F_BMS_2022Q2.xml ABBOTT LABS COM 002824100 575 5292 SH SOLE 0 0 5292 ABBVIE INC COM 00287Y109 1094 7146 SH SOLE 0 0 7146 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 712 2566 SH SOLE 0 0 2566 ALCON AG ORD SHS H01301128 348 5001 SH SOLE 0 0 5001 ALTRIA GROUP INC COM 02209S103 515 12341 SH SOLE 0 0 12341 AMAZON COM INC COM 023135106 318 2993 SH SOLE 0 0 2993 AMERIPRISE FINL INC COM 03076C106 635 2670 SH SOLE 0 0 2670 AMGEN INC COM 031162100 571 2345 SH SOLE 0 0 2345 AMPHENOL CORP NEW CL A 032095101 554 8600 SH SOLE 0 0 8600 APPLE INC COM 037833100 786 5749 SH SOLE 0 0 5749 ASML HOLDING N V N Y REGISTRY SHS N07059210 293 616 SH SOLE 0 0 616 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 232 848 SH SOLE 0 0 848 BILL COM HLDGS INC COM 090043100 220 2004 SH SOLE 0 0 2004 BLACKROCK INC COM 09247X101 616 1012 SH SOLE 0 0 1012 CANADIAN PAC RY LTD COM 13645T100 392 5609 SH SOLE 0 0 5609 CHEVRON CORP NEW COM 166764100 832 5749 SH SOLE 0 0 5749 CHURCH & DWIGHT INC COM 171340102 486 5242 SH SOLE 0 0 5242 CISCO SYS INC COM 17275R102 539 12635 SH SOLE 0 0 12635 COSTCO WHSL CORP NEW COM 22160K105 307 640 SH SOLE 0 0 640 CROWN CASTLE INTL CORP NEW COM 22822V101 629 3738 SH SOLE 0 0 3738 DATADOG INC CL A COM 23804L103 239 2514 SH SOLE 0 0 2514 DISCOVER FINL SVCS COM 254709108 585 6184 SH SOLE 0 0 6184 ENTEGRIS INC COM 29362U104 354 3843 SH SOLE 0 0 3843 FERRARI N V COM N3167Y103 362 1979 SH SOLE 0 0 1979 FLOOR & DECOR HLDGS INC CL A 339750101 252 4010 SH SOLE 0 0 4010 GALLAGHER ARTHUR J & CO COM 363576109 546 3348 SH SOLE 0 0 3348 GRACO INC COM 384109104 405 6812 SH SOLE 0 0 6812 HEICO CORP NEW CL A 422806208 312 2956 SH SOLE 0 0 2956 HOME DEPOT INC COM 437076102 755 2753 SH SOLE 0 0 2753 HONEYWELL INTL INC COM 438516106 441 2538 SH SOLE 0 0 2538 ILLINOIS TOOL WKS INC COM 452308109 259 1422 SH SOLE 0 0 1422 ISHARES INC ESG AWR MSCI EM 46434G863 2236 56241 SH SOLE 0 0 56241 ISHARES TR US TREAS BD ETF 46429B267 5887 220667 SH SOLE 0 0 220667 ISHARES TR U.S. ENERGY ETF 464287796 1558 51760 SH SOLE 0 0 51760 ISHARES TR TIPS BD ETF 464287176 3911 30272 SH SOLE 0 0 30272 ISHARES TR SHRT NAT MUN ETF 464288158 340 3166 SH SOLE 0 0 3166 ISHARES TR S&P 500 GRWT ETF 464287309 221 2642 SH SOLE 0 0 2642 ISHARES TR NATIONAL MUN ETF 464288414 1097 9438 SH SOLE 0 0 9438 ISHARES TR MSCI USA VALUE 46432F388 2865 26172 SH SOLE 0 0 26172 ISHARES TR MSCI USA MIN VOL 46429B697 1840 22744 SH SOLE 0 0 22744 ISHARES TR MBS ETF 464288588 905 8428 SH SOLE 0 0 8428 ISHARES TR ISHS 1-5YR INVS 464288646 518 9618 SH SOLE 0 0 9618 ISHARES TR INTRM GOV CR ETF 464288612 258 2264 SH SOLE 0 0 2264 ISHARES TR GLOBAL TECH ETF 464287291 2283 35457 SH SOLE 0 0 35457 ISHARES TR GLOBAL FINLS ETF 464287333 1669 20850 SH SOLE 0 0 20850 ISHARES TR FALN ANGLS USD 46435G474 2834 94554 SH SOLE 0 0 94554 ISHARES TR ESG AWR MSCI USA 46435G425 14749 136693 SH SOLE 0 0 136693 ISHARES TR EAFE VALUE ETF 464288877 6628 131539 SH SOLE 0 0 131539 ISHARES TR EAFE GRWTH ETF 464288885 6507 59000 SH SOLE 0 0 59000 ISHARES TR CORE TOTAL USD 46434V613 8497 160542 SH SOLE 0 0 160542 ISHARES TR CORE S&P500 ETF 464287200 28028 58761 SH SOLE 0 0 58761 ISHARES TR CORE S&P SCP ETF 464287804 3248 28367 SH SOLE 0 0 28367 ISHARES TR CORE DIV GRWTH 46434V621 290 5220 SH SOLE 0 0 5220 ISHARES TR 10-20 YR TRS ETF 464288653 223 1505 SH SOLE 0 0 1505 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 1532 49606 SH SOLE 0 0 49606 JPMORGAN CHASE & CO COM 46625H100 697 6190 SH SOLE 0 0 6190 LAM RESEARCH CORP COM 512807108 409 960 SH SOLE 0 0 960 LOCKHEED MARTIN CORP COM 539830109 727 1692 SH SOLE 0 0 1692 LPL FINL HLDGS INC COM 50212V100 331 1792 SH SOLE 0 0 1792 MCDONALDS CORP COM 580135101 244 987 SH SOLE 0 0 987 MEDTRONIC PLC SHS G5960L103 328 3658 SH SOLE 0 0 3658 MERCK & CO. 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