BF
Blankinship & Foster Portfolio holdings
AUM
$457M
1-Year Est. Return
14.53%
1 Year Est. Return
+14.53%
AUM
$457M
AUM Growth
+$30.2M
(+7.1%)
Holding
78
Top Buys
| 1 | +$1.89M | |
| 2 | +$850K | |
| 3 | +$472K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$337K |
| 5 |
Qualcomm
QCOM
|
+$268K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$606K | |
| 3 | +$506K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$378K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$144K |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Financials | 1.73% |
| 3 | Healthcare | 1.49% |
| 4 | Communication Services | 1.17% |
| 5 | Consumer Staples | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
GSK
GSK
$98.6B
| $209K | 0.05% |
+4,832
|
|
||
77
Chevron
CVX
$294B
| $206K | 0.05% |
+1,329
|
|
||
78
Vanguard Short-Term Bond ETF
BSV
$41.5B
| – | – |
-6,426
|
|