Blom & Howell Financial Planning

Blom & Howell Financial Planning as of March 31, 2026

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