Blom & Howell Financial Planning, Inc.
62 holdingsFiling period: 2026-03-31Current AUM: $112.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 253.2K | $12.6M | $12.6M | 11.17% | -27,918 | 2026-03-31 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 312.4K | $9.1M | $10.7M | 9.46% | +51.8K | 2026-03-31 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 153.9K | $7.8M | $7.8M | 6.89% | +37.1K | 2026-03-31 |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 158.8K | $6.8M | $7.9M | 6.97% | +16.9K | 2026-03-31 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 31.2K | $6.7M | $7.5M | 6.61% | +5.2K | 2026-03-31 |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 186.9K | $6.2M | $7.4M | 6.54% | +33.9K | 2026-03-31 |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 82.1K | $5.6M | $6.7M | 5.90% | +10.0K | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 23.3K | $4.6M | $5.1M | 4.54% | -5,552 | 2026-03-31 |
| 9 | BIV | VANGUARD BD INDEX FDS | 51.1K | $3.9M | $3.9M | 3.42% | +17.1K | 2026-03-31 |
| 10 | TBUX | T ROWE PRICE ETF INC | 67.0K | $3.3M | $3.3M | 2.96% | -984 | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 7.2K | $3.1M | $3.7M | 3.24% | -861 | 2026-03-31 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 42.0K | $2.7M | $3.0M | 2.63% | -11,321 | 2026-03-31 |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | 38.8K | $2.3M | $2.3M | 2.01% | -12,648 | 2026-03-31 |
| 14 | CGMS | CAPITAL GRP FIXED INCM ETF T | 77.6K | $2.1M | $2.1M | 1.86% | +16.8K | 2026-03-31 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | 15.3K | $1.7M | $2.2M | 1.94% | +2.2K | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 1.4K | $1.4M | $1.3M | 1.18% | -1 | 2026-03-31 |
| 17 | VFMO | VANGUARD WELLINGTON FD | 7.0K | $1.4M | $1.6M | 1.39% | +779 | 2026-03-31 |
| 18 | SDVY | FIRST TR EXCHANGE TRADED FD | 31.1K | $1.2M | $1.4M | 1.21% | -- | 2026-03-31 |
| 19 | JNJ | JOHNSON & JOHNSON | 5.0K | $1.2M | $1.3M | 1.13% | +18 | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 3.8K | $995K | $1.1M | 0.99% | -4,209 | 2026-03-31 |
| 21 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 25.1K | $901K | $962K | 0.85% | +5.7K | 2026-03-31 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | 4.2K | $860K | $2.0M | 1.78% | -75 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 2.9K | $730K | $889K | 0.79% | -77 | 2026-03-31 |
| 24 | PHYL | PGIM ETF TR | 20.0K | $690K | $688K | 0.61% | -8,511 | 2026-03-31 |
| 25 | VTI | VANGUARD INDEX FDS | 2.1K | $683K | $784K | 0.69% | +41 | 2026-03-31 |
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