本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Blom & Howell Financial Planning, Inc. (CIK 2136102) reported $120.1M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($11.9M, 9.90%), JPST ($10.1M, 8.43%), VUSB ($10.0M, 8.29%), CGDV ($8.8M, 7.29%), CGGO ($8.6M, 7.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $11.9M | 9.90% | 351,261 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $10.1M | 8.43% | 200,054 | Added |
| 3 | VUSB | VANGUARD BD INDEX FDS | $10.0M | 8.29% | 199,993 | Trimmed |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.8M | 7.29% | 177,695 | Added |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $8.6M | 7.12% | 202,039 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 7.00% | 35,500 | Added |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.5M | 6.26% | 92,702 | Added |
| 8 | BIV | VANGUARD BD INDEX FDS | $4.9M | 4.09% | 63,985 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $4.0M | 3.37% | 18,565 | Trimmed |
| 10 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $3.3M | 2.77% | 66,733 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $3.2M | 2.64% | 36,781 | Added |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | $2.7M | 2.26% | 99,386 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $2.6M | 2.18% | 16,217 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 2.02% | 4,172 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $2.4M | 1.98% | 33,442 | Trimmed |
| 16 | VFMO | VANGUARD WELLINGTON FD | $1.9M | 1.56% | 7,518 | Added |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $1.8M | 1.53% | 31,081 | Trimmed |
| 18 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.5M | 1.24% | 34,416 | Added |
| 19 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $1.5M | 1.22% | 38,956 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.3M | 1.08% | 1,389 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $1.3M | 1.04% | 4,931 | Trimmed |
| 22 | PHYL | PGIM ETF TR | $1.1M | 0.94% | 32,214 | Added |
| 23 | VB | VANGUARD INDEX FDS | $1.1M | 0.88% | 3,483 | Trimmed |
| 24 | AAPL | APPLE INC | $836,415 | 0.70% | 2,891 | Added |
| 25 | AVGO | BROADCOM INC | $819,353 | 0.68% | 2,169 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30