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BHFPI
Blom & Howell Financial Planning, Inc. Portfolio holdings
AUM
$102M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$102M
AUM Growth
+$1.21M
(+1.2%)
Holding
64
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.61M | |
| 3 | +$1.33M | |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.26M |
| 5 |
Capital Group Global Growth Equity ETF
CGGO
|
+$1.21M |
Top Sells
| 1 | +$1.39M | |
| 2 | +$1.14M | |
| 3 | +$1.11M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$758K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$747K |
Sector Composition
| 1 | Technology | 4.22% |
| 2 | Consumer Staples | 1.86% |
| 3 | Healthcare | 1.5% |
| 4 | Consumer Discretionary | 1.41% |
| 5 | Energy | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
TJX Companies
TJX
$167B
| $269K | 0.26% |
1,682
-289
|
|
||
52
ExxonMobil
XOM
$576B
| $250K | 0.25% |
+1,474
|
|
||
53
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
| $245K | 0.24% |
4,913
-281
|
|
||
54
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
| $230K | 0.23% |
9,270
-2,805
|
|
||
55
Vanguard Total World Stock ETF
VT
$75.8B
| $229K | 0.22% |
1,652
+3
|
|
||
56
Vanguard Mid-Cap Value ETF
VOE
$23.4B
| $224K | 0.22% |
1,216
-36
|
|
||
57
RTX Corp
RTX
$264B
| $219K | 0.22% |
1,136
-16
|
|
||
58
VICI Properties
VICI
$28.6B
| $219K | 0.22% |
8,020
|
|
||
59
iShares National Muni Bond ETF
MUB
$45.6B
| $217K | 0.21% |
2,042
+7
|
|
||
60
Cummins
CMI
$93.3B
| $215K | 0.21% |
400
+2
|
|
||
61
O'Reilly Automotive
ORLY
$71.5B
| $215K | 0.21% |
2,324
+19
|
|
||
62
Intuit
INTU
$75.2B
| – | – |
-384
|
|
||
63
Schwab US Dividend Equity ETF
SCHD
$98.1B
| – | – |
-11,343
|
|
||
64
State Street SPDR S&P 500 ETF Trust
SPY
$792B
| – | – |
-349
|
|