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Blom & Howell Financial Planning

Latest statistics and disclosures from Blom & Howell Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUSB, SCHG, JPST, CGDV, VIG, and represent 42.18% of Blom & Howell Financial Planning's stock portfolio.
Added to shares of these 10 stocks: JPST, SCHG, BIV, SDVY, CGGO, VIG, CGDV, RDVY, CGMS, XOM.
Started 2 new stock positions in XOM, SDVY.
Reduced shares in these 10 stocks: VUSB, VB, VTV, VGIT, VEA, VUG, VO, SCHD, PHYL, VBR.
Sold out of its positions in INTU, SPY, SCHD.
Blom & Howell Financial Planning was a net buyer of stock by $2.9M.
Blom & Howell Financial Planning has $102M in assets under management (AUM), dropping by 1.20%.
Central Index Key (CIK): 0002136102

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Portfolio Holdings for Blom & Howell Financial Planning

Blom & Howell Financial Planning holds 61 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	12.4	$13M	-9%	253k	49.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.9	$9.1M	+19%	312k	29.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	7.6	$7.8M	+31%	154k	50.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	6.6	$6.8M	+11%	159k	42.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.6	$6.7M	+20%	31k	215.06	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	6.1	$6.2M	+22%	187k	33.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	5.5	$5.6M	+13%	82k	68.28	View chart
Vanguard Index Fds Value Etf (VTV)	4.5	$4.6M	-19%	23k	196.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.9	$3.9M	+50%	51k	77.18	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	3.3	$3.3M		67k	49.75	View chart
Vanguard Index Fds Growth Etf (VUG)	3.1	$3.1M	-10%	7.2k	436.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$2.7M	-21%	42k	64.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.3	$2.3M	-24%	39k	59.55	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.1	$2.1M	+27%	78k	27.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.7	$1.7M	+16%	15k	112.11	View chart
Costco Wholesale Corporation (COST)	1.4	$1.4M		1.4k	996.62	View chart
Vanguard Wellington Us Momentum (VFMO)	1.4	$1.4M	+12%	7.0k	197.11	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.2	$1.2M	NEW	31k	39.43	View chart
Johnson & Johnson (JNJ)	1.2	$1.2M		5.0k	244.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$996k	-52%	3.8k	261.93	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.9	$901k	+29%	25k	35.90	View chart
Advanced Micro Devices (AMD)	0.8	$860k		4.2k	203.43	View chart
Apple (AAPL)	0.7	$730k	-2%	2.9k	253.83	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.7	$691k	-29%	20k	34.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$684k		2.1k	320.83	View chart
Broadcom (AVGO)	0.7	$674k	-3%	2.2k	309.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$661k	-35%	2.3k	287.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$647k	-28%	3.0k	217.26	View chart
Microsoft Corporation (MSFT)	0.6	$609k	-2%	1.6k	370.17	View chart
Chevron Corporation (CVX)	0.6	$578k	-2%	2.8k	206.89	View chart
Amazon (AMZN)	0.5	$524k	-25%	2.5k	208.27	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.5	$511k		11k	45.02	View chart
Wal-Mart Stores (WMT)	0.5	$495k	-6%	4.0k	124.28	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$454k	-3%	344.00	1320.83	View chart
Tesla Motors (TSLA)	0.4	$431k		1.2k	371.75	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$422k		17k	24.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$414k	-24%	2.8k	148.10	View chart
Cisco Systems (CSCO)	0.4	$382k		4.9k	77.59	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$377k	-5%	1.5k	248.81	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$365k	-4%	4.1k	88.45	View chart
Realty Income (O)	0.4	$358k		5.8k	61.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$350k		945.00	370.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$322k	-29%	1.1k	287.56	View chart
Intuitive Surgical Com New (ISRG)	0.3	$314k	-9%	680.00	460.99	View chart
Public Service Enterprise (PEG)	0.3	$306k		3.8k	80.95	View chart
Dell Technologies CL C (DELL)	0.3	$300k		1.8k	164.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$289k		604.00	479.20	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$288k		783.00	367.34	View chart
Corning Incorporated (GLW)	0.3	$288k	-12%	2.1k	135.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$284k		796.00	356.56	View chart
TJX Companies (TJX)	0.3	$269k	-14%	1.7k	159.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$250k	NEW	1.5k	169.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$245k	-5%	4.9k	49.89	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$230k	-23%	9.3k	24.77	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$229k		1.7k	138.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$224k	-2%	1.2k	184.35	View chart
Raytheon Technologies Corp (RTX)	0.2	$219k		1.1k	192.90	View chart
Vici Pptys (VICI)	0.2	$219k		8.0k	27.32	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$217k		2.0k	106.14	View chart
Cummins (CMI)	0.2	$215k		400.00	537.70	View chart
O'reilly Automotive (ORLY)	0.2	$215k		2.3k	92.31	View chart

Past Filings by Blom & Howell Financial Planning

SEC 13F filings are viewable for Blom & Howell Financial Planning going back to 2026

Blom & Howell Financial Planning 2025 Q4 filed July 10, 2026
Blom & Howell Financial Planning 2026 Q1 filed July 10, 2026

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