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Blom & Howell Financial Planning, Inc. 13F holdings

Filed 2026-08-05 · Blom & Howell Financial Planning, Inc. · 67 positions · $120.1M

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TickerCompanySharesValue% of portfolio
SCHGSCHWAB STRATEGIC TR351.3K$11.9M9.9%
JPSTJ P MORGAN EXCHANGE TRADED F200.1K$10.1M8.4%
VUSBVANGUARD BD INDEX FDS200.0K$10.0M8.3%
CGDVCAPITAL GROUP DIVIDEND VALUE177.7K$8.8M7.3%
CGGOCAPITAL GROUP GBL GROWTH EQT202.0K$8.6M7.1%
VIGVANGUARD SPECIALIZED FUNDS35.5K$8.4M7.0%
RDVYFIRST TR EXCHANGE TRADED FD92.7K$7.5M6.3%
BIVVANGUARD BD INDEX FDS64.0K$4.9M4.1%
VTVVANGUARD INDEX FDS18.6K$4.0M3.4%
TBUXT ROWE PRICE EXCHANGE-TRADED66.7K$3.3M2.8%
VUGVANGUARD INDEX FDS36.8K$3.2M2.6%
CGMSCAPITAL GRP FIXED INCM ETF T99.4K$2.7M2.3%
SPMOINVESCO EXCH TRADED FD TR II16.2K$2.6M2.2%
AMDADVANCED MICRO DEVICES INC4.2K$2.4M2.0%
VEAVANGUARD TAX-MANAGED FDS33.4K$2.4M2.0%
VFMOVANGUARD WELLINGTON FD7.5K$1.9M1.6%
VGITVANGUARD SCOTTSDALE FDS31.1K$1.8M1.5%
SDVYFIRST TR EXCHANGE TRADED FD34.4K$1.5M1.2%
CGDGCAPITAL GROUP DIVIDEND GROWE39.0K$1.5M1.2%
COSTCOSTCO WHOLESALE CORPORATION1.4K$1.3M1.1%
JNJJOHNSON & JOHNSON4.9K$1.3M1.0%
PHYLPGIM ETF TR32.2K$1.1M0.9%
VBVANGUARD INDEX FDS3.5K$1.1M0.9%
AAPLAPPLE INC2.9K$836,4150.7%
AVGOBROADCOM INC2.2K$819,3530.7%
VTIVANGUARD INDEX FDS2.2K$804,9770.7%
DELLDELL TECHNOLOGIES INC1.8K$783,1000.7%
ASMLASML HLDG NV344$684,3670.6%
MSFTMICROSOFT CORP1.6K$612,4700.5%
AMZNAMAZON COM INC2.5K$596,0880.5%
—T ROWE PRICE EXCHANGE-TRADED11.8K$592,0550.5%
CSCOCISCO SYS INC4.8K$567,1090.5%
VOVANGUARD INDEX FDS6.7K$541,5550.5%
VBRVANGUARD INDEX FDS2.2K$538,3990.4%
GLWCORNING INC2.1K$534,3600.4%
TSLATESLA INC1.2K$489,5780.4%
CVXCHEVRON CORPORATION2.8K$466,5200.4%
SGOVISHARES TR4.5K$455,5320.4%
WMTWALMART INC4.0K$448,7540.4%
IWYISHARES TR1.5K$432,0490.4%
SCHOSCHWAB STRATEGIC TR17.3K$417,8630.3%
MGKVANGUARD WORLD FD4.6K$401,2330.3%
IWVISHARES TR938$399,9440.3%
GOOGLALPHABET INC1.1K$399,8970.3%
VYMVANGUARD WHITEHALL FDS2.5K$395,8650.3%
VIGIVANGUARD WHITEHALL FDS4.1K$381,3830.3%
OREALTY INCOME CORP5.7K$356,0240.3%
BRK-BBERKSHIRE HATHAWAY INC DEL702$351,2740.3%
IWBISHARES TR766$313,6770.3%
PEGPUBLIC SVC ENTERPRISE GROUP3.7K$300,6980.3%
CMICUMMINS INC400$285,6310.2%
VTVANGUARD INTL EQUITY INDEX F1.8K$281,6390.2%
ISRGINTUITIVE SURGICAL INC679$270,0250.2%
TJXTJX COS INC NEW1.7K$254,5460.2%
XMMOINVESCO EXCHANGE TRADED FD T1.5K$249,4470.2%
VTEBVANGUARD MUN BD FDS4.9K$249,2550.2%
VOEVANGUARD INDEX FDS1.2K$237,6910.2%
VGLTVANGUARD SCOTTSDALE FDS4.3K$237,6770.2%
UNHUNITEDHEALTH GROUP INC549$228,1810.2%
UCONFIRST TR EXCHNG TRADED FD VI9.1K$225,8400.2%
Top Fund Holdings
13F
Top Fund Holdings

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