Blom & Howell Financial Planning

Blom & Howell Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Blom & Howell Financial Planning

Blom & Howell Financial Planning holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 13.9 $14M 281k 49.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.4 $8.5M 261k 32.62
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.2 $6.2M 142k 43.64
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.9 $5.9M 117k 50.59
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $5.7M 26k 219.78
Vanguard Index Fds Value Etf (VTV) 5.5 $5.5M 29k 190.99
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 5.3 $5.3M 153k 34.65
First Tr Exchange Traded Risng Divd Achiv (RDVY) 5.0 $5.0M 72k 69.47
Vanguard Index Fds Growth Etf (VUG) 3.9 $3.9M 8.0k 487.84
T Rowe Price Etf Ultra Shrt Trm (TBUX) 3.4 $3.4M 68k 49.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $3.3M 53k 62.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.1 $3.1M 52k 59.93
Vanguard Bd Index Fds Intermed Term (BIV) 2.6 $2.6M 34k 77.88
Vanguard Index Fds Small Cp Etf (VB) 2.1 $2.1M 8.0k 257.95
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.7 $1.7M 61k 27.62
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.6 $1.6M 13k 119.32
Costco Wholesale Corporation (COST) 1.2 $1.2M 1.4k 862.37
Vanguard Wellington Us Momentum (VFMO) 1.2 $1.2M 6.2k 191.25
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.0M 3.6k 290.23
Johnson & Johnson (JNJ) 1.0 $1.0M 4.9k 206.93
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 1.0 $1.0M 29k 35.48
Advanced Micro Devices (AMD) 0.9 $922k 4.3k 214.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $885k 4.2k 211.77
Microsoft Corporation (MSFT) 0.8 $814k 1.7k 483.64
Apple (AAPL) 0.8 $803k 3.0k 271.89
Broadcom (AVGO) 0.8 $779k 2.3k 346.10
Amazon (AMZN) 0.8 $778k 3.4k 230.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $701k 2.1k 335.31
Capital Group Dividend Growe Shs Etf (CGDG) 0.7 $690k 19k 35.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $530k 3.7k 143.52
Tesla Motors (TSLA) 0.5 $527k 1.2k 449.72
T Rowe Price Etf Price Eqt Income (TEQI) 0.5 $511k 11k 45.17
Alphabet Cap Stk Cl A (GOOGL) 0.5 $500k 1.6k 313.00
Wal-Mart Stores (WMT) 0.5 $473k 4.2k 111.41
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $443k 1.6k 276.94
Chevron Corporation (CVX) 0.4 $438k 2.9k 152.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $428k 18k 24.37
Intuitive Surgical Com New (ISRG) 0.4 $426k 752.00 566.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $394k 4.3k 91.46
Asml Holding N V N Y Registry Shs (ASML) 0.4 $381k 356.00 1069.86
Cisco Systems (CSCO) 0.4 $380k 4.9k 77.03
Ishares Tr Russell 3000 Etf (IWV) 0.4 $367k 949.00 386.68
Realty Income (O) 0.3 $331k 5.9k 56.37
Vanguard World Mega Grwth Ind (MGK) 0.3 $322k 781.00 412.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $311k 11k 27.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $304k 605.00 502.65
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.3 $304k 12k 25.17
Public Service Enterprise (PEG) 0.3 $304k 3.8k 80.30
TJX Companies (TJX) 0.3 $303k 2.0k 153.61
Ishares Tr Rus 1000 Etf (IWB) 0.3 $301k 807.00 373.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $261k 5.2k 50.29
Intuit (INTU) 0.3 $254k 384.00 662.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $238k 349.00 681.99
Dell Technologies CL C (DELL) 0.2 $234k 1.9k 125.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $233k 1.6k 141.05
Vici Pptys (VICI) 0.2 $226k 8.0k 28.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $222k 1.3k 177.33
Ishares Tr National Mun Etf (MUB) 0.2 $218k 2.0k 107.13
Corning Incorporated (GLW) 0.2 $212k 2.4k 87.56
Raytheon Technologies Corp (RTX) 0.2 $211k 1.2k 183.40
O'reilly Automotive (ORLY) 0.2 $210k 2.3k 91.21
Cummins (CMI) 0.2 $203k 398.00 510.89