Blom & Howell Financial Planning, Inc.: 13F holdings
CIK 21361022026Q2
| Positions | 67 |
|---|
| Reported value | $120.1m |
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| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 67 (+6 vs prior quarter) |
|---|
| Reported value | $120.1m (+17.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 351,261 | $11.9m | 9.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 200,054 | $10.1m | 8.4% |
| VUSB VANGUARD BD INDEX FDS | 199,993 | $10.0m | 8.3% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 177,695 | $8.8m | 7.3% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 202,039 | $8.6m | 7.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 35,500 | $8.4m | 7.0% |
| RDVY FIRST TR EXCHANGE TRADED FD | 92,702 | $7.5m | 6.3% |
| BIV VANGUARD BD INDEX FDS | 63,985 | $4.9m | 4.1% |
| VTV VANGUARD INDEX FDS | 18,565 | $4.0m | 3.4% |
| TBUX T ROWE PRICE EXCHANGE-TRADED | 66,733 | $3.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2136102")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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