Blom & Howell Financial Planning, Inc.
68 holdingsFiling period: 2026-06-30Current AUM: $115.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab Strategic TR | 351.3K | $11.9M | $11.6M | 10.04% | +38.9K | 2026-06-30 |
| 2 | JPST | J P Morgan Exchange Traded F | 200.1K | $10.1M | $10.1M | 8.68% | +46.1K | 2026-06-30 |
| 3 | VUSB | Vanguard BD Index Fds | 200.0K | $10.0M | $9.9M | 8.54% | -53,184 | 2026-06-30 |
| 4 | CGDV | Capital Group Dividend Value | 177.7K | $8.8M | $8.4M | 7.27% | +18.9K | 2026-06-30 |
| 5 | CGGO | Capital Group Gbl Growth Eqt | 202.0K | $8.6M | $7.4M | 6.41% | +15.1K | 2026-06-30 |
| 6 | VIG | Vanguard Specialized Funds | 35.5K | $8.4M | $8.6M | 7.45% | +4.3K | 2026-06-30 |
| 7 | RDVY | First TR Exchange Traded FD | 92.7K | $7.5M | $7.2M | 6.22% | +10.6K | 2026-06-30 |
| 8 | BIV | Vanguard BD Index Fds | 64.0K | $4.9M | $4.8M | 4.11% | +12.9K | 2026-06-30 |
| 9 | VTV | Vanguard Index Fds | 18.6K | $4.0M | $4.1M | 3.57% | -4,726 | 2026-06-30 |
| 10 | TBUX | T Rowe Price Exchange-Traded | 66.7K | $3.3M | $3.3M | 2.86% | -288 | 2026-06-30 |
| 11 | VUG | Vanguard Index Fds | 36.8K | $3.2M | $3.0M | 2.61% | +29.6K | 2026-06-30 |
| 12 | CGMS | Capital Grp Fixed Incm ETF T | 99.4K | $2.7M | $2.6M | 2.27% | +21.8K | 2026-06-30 |
| 13 | SPMO | Invesco Exch Traded FD TR II | 16.2K | $2.6M | $2.0M | 1.74% | +960 | 2026-06-30 |
| 14 | AMD | Advanced Micro Devices Inc | 4.2K | $2.4M | $1.9M | 1.62% | -57 | 2026-06-30 |
| 15 | VEA | Vanguard Tax-Managed Fds | 33.4K | $2.4M | $2.3M | 1.96% | -8,579 | 2026-06-30 |
| 16 | VFMO | Vanguard Wellington FD | 7.5K | $1.9M | $1.5M | 1.32% | +493 | 2026-06-30 |
| 17 | VGIT | Vanguard Scottsdale Fds | 31.1K | $1.8M | $1.8M | 1.55% | -7,760 | 2026-06-30 |
| 18 | SDVY | First TR Exchange Traded FD | 34.4K | $1.5M | $1.4M | 1.24% | +3.3K | 2026-06-30 |
| 19 | CGDG | Capital Group Dividend Growe | 39.0K | $1.5M | $1.5M | 1.27% | +13.8K | 2026-06-30 |
| 20 | COST | Costco Wholesale Corporation | 1.4K | $1.3M | $1.5M | 1.26% | -11 | 2026-06-30 |
| 21 | JNJ | Johnson & Johnson | 4.9K | $1.3M | $1.4M | 1.17% | -27 | 2026-06-30 |
| 22 | PHYL | Pgim ETF TR | 32.2K | $1.1M | $1.1M | 0.93% | +12.3K | 2026-06-30 |
| 23 | VB | Vanguard Index Fds | 3.5K | $1.1M | $994K | 0.86% | -318 | 2026-06-30 |
| 24 | AAPL | Apple Inc | 2.9K | $836K | $989K | 0.85% | +14 | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 2.2K | $819K | $637K | 0.55% | -7 | 2026-06-30 |
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