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BHFP
Blom & Howell Financial Planning Portfolio holdings
AUM
$102M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$101M
AUM Growth
–
Holding
62
Top Buys
| 1 | +$14M | |
| 2 | +$8.48M | |
| 3 | +$6.09M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$5.92M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$5.67M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Consumer Discretionary | 1.81% |
| 3 | Consumer Staples | 1.67% |
| 4 | Healthcare | 1.44% |
| 5 | Real Estate | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
| $261K | 0.26% |
+5,194
|
|
||
52
Intuit
INTU
$74.8B
| $254K | 0.25% |
+384
|
|
||
53
State Street SPDR S&P 500 ETF Trust
SPY
$792B
| $238K | 0.24% |
+349
|
|
||
54
Dell
DELL
$291B
| $234K | 0.23% |
+1,861
|
|
||
55
Vanguard Total World Stock ETF
VT
$75.8B
| $233K | 0.23% |
+1,649
|
|
||
56
VICI Properties
VICI
$28.6B
| $226K | 0.22% |
+8,020
|
|
||
57
Vanguard Mid-Cap Value ETF
VOE
$23.4B
| $222K | 0.22% |
+1,252
|
|
||
58
iShares National Muni Bond ETF
MUB
$45.6B
| $218K | 0.22% |
+2,035
|
|
||
59
Corning
GLW
$166B
| $212K | 0.21% |
+2,425
|
|
||
60
RTX Corp
RTX
$263B
| $211K | 0.21% |
+1,152
|
|
||
61
O'Reilly Automotive
ORLY
$70.5B
| $210K | 0.21% |
+2,305
|
|
||
62
Cummins
CMI
$92.9B
| $203K | 0.2% |
+398
|
|