Blom & Howell Financial Planning

Blom & Howell Financial Planning as of June 30, 2026

Portfolio Holdings for Blom & Howell Financial Planning

Blom & Howell Financial Planning holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.9 $12M 351k 33.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 8.4 $10M 200k 50.57
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 8.3 $10M 200k 49.78
Capital Group Dividend Value Shs Creat Unit (CGDV) 7.3 $8.8M 178k 49.28
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 7.1 $8.6M 202k 42.33
Vanguard Specialized Funds Div App Etf (VIG) 7.0 $8.4M 36k 236.62
First Tr Exchange Traded Risng Divd Achiv (RDVY) 6.3 $7.5M 93k 81.06
Vanguard Bd Index Fds Intermed Term (BIV) 4.1 $4.9M 64k 76.70
Vanguard Index Fds Value Etf (VTV) 3.4 $4.0M 19k 217.93
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) 2.8 $3.3M 67k 49.77
Vanguard Index Fds Growth Etf (VUG) 2.6 $3.2M 37k 86.14
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.3 $2.7M 99k 27.33
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.2 $2.6M 16k 161.54
Advanced Micro Devices (AMD) 2.0 $2.4M 4.2k 580.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $2.4M 33k 71.25
Vanguard Wellington Us Momentum (VFMO) 1.6 $1.9M 7.5k 249.52
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.5 $1.8M 31k 58.98
First Tr Exchange Traded Smid Risng Etf (SDVY) 1.2 $1.5M 34k 43.14
Capital Group Dividend Growe Shs Etf (CGDG) 1.2 $1.5M 39k 37.51
Costco Wholesale Corporation (COST) 1.1 $1.3M 1.4k 935.76
Johnson & Johnson (JNJ) 1.0 $1.3M 4.9k 253.95
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.9 $1.1M 32k 34.88
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.1M 3.5k 303.14
Apple (AAPL) 0.7 $836k 2.9k 289.32
Broadcom (AVGO) 0.7 $819k 2.2k 377.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $805k 2.2k 370.10
Dell Technologies CL C (DELL) 0.7 $783k 1.8k 431.46
Asml Hldg Nv N Y Registry Shs (ASML) 0.6 $684k 344.00 1989.44
Microsoft Corporation (MSFT) 0.5 $613k 1.6k 373.00
Amazon (AMZN) 0.5 $596k 2.5k 238.34
T Rowe Price Exchange-traded Price Eqt Income (TEQI) 0.5 $592k 12k 50.38
Cisco Systems (CSCO) 0.5 $567k 4.8k 117.46
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $542k 6.7k 80.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $538k 2.2k 242.96
Corning Incorporated (GLW) 0.4 $534k 2.1k 255.43
Tesla Motors (TSLA) 0.4 $490k 1.2k 420.60
Chevron Corporation (CVX) 0.4 $467k 2.8k 165.79
Ishares Tr 0-3 Mth Treasury (SGOV) 0.4 $456k 4.5k 100.67
Wal-Mart Stores (WMT) 0.4 $449k 4.0k 113.26
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $432k 1.5k 290.55
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $418k 17k 24.14
Vanguard World Mega Grwth Ind (MGK) 0.3 $401k 4.6k 87.91
Ishares Tr Russell 3000 Etf (IWV) 0.3 $400k 938.00 426.38
Alphabet Cap Stk Cl A (GOOGL) 0.3 $400k 1.1k 357.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $396k 2.5k 158.03
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $381k 4.1k 93.38
Realty Income (O) 0.3 $356k 5.7k 61.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $351k 702.00 500.39
Ishares Tr Rus 1000 Etf (IWB) 0.3 $314k 766.00 409.50
Public Service Enterprise (PEG) 0.3 $301k 3.7k 81.16
Cummins (CMI) 0.2 $286k 400.00 714.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $282k 1.8k 156.99
Intuitive Surgical Com New (ISRG) 0.2 $270k 679.00 397.68
TJX Companies (TJX) 0.2 $255k 1.7k 151.52
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $249k 1.5k 170.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $249k 4.9k 50.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $238k 1.2k 197.58
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $238k 4.3k 55.18
UnitedHealth (UNH) 0.2 $228k 549.00 415.63
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.2 $226k 9.1k 24.88
Ishares Tr National Mun Etf (MUB) 0.2 $221k 2.1k 107.63
Applied Materials (AMAT) 0.2 $216k 299.00 723.00
Raytheon Technologies Corp (RTX) 0.2 $215k 1.1k 189.73
O'reilly Automotive (ORLY) 0.2 $213k 2.3k 92.09
Vici Pptys (VICI) 0.2 $208k 7.8k 26.55
Exxon Mobil Corporation (XOM) 0.2 $201k 1.5k 136.71
M&T Bank Corporation (MTB) 0.2 $200k 841.00 238.01