Blom & Howell Financial Planning, Inc.
CIK 2136102 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- SCHG9.90%
- JPST8.43%
- VUSB8.29%
- CGDV7.29%
- CGGO7.12%
- VIG7.00%
- RDVY6.26%
- BIV4.09%
- VTV3.37%
- TBUX2.77%
Share classes counted separately64.52%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VUSBWeight decreased · -4.09 pp12.38% → 8.29%Shares -53.18K (-21.01%)
- AMDWeight increased · +1.18 pp0.84% → 2.02%Shares -57 (-1.35%)
- VTVWeight decreased · -1.12 pp4.49% → 3.37%Shares -4.73K (-20.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.89M | 9.90% | 351.26K shares | 8.94% → 9.90%+0.96 pp +38.86K (+12.44%) | Added | ↗▾ |
| 02 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $10.12M | 8.43% | 200.05K shares | 7.65% → 8.43%+0.78 pp +46.14K (+29.98%) | Added | ↗▾ |
| 03 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $9.96M | 8.29% | 199.99K shares | 12.38% → 8.29%-4.09 pp -53.18K (-21.01%) | Reduced | ↗▾ |
| 04 | CGDVCAP GROUP DIVIDEND VALUESHS CREAT UNIT View history and evidence | $8.76M | 7.29% | 177.69K shares | 6.63% → 7.29%+0.66 pp +18.88K (+11.89%) | Added | ↗▾ |
| 05 | CGGOCAP GROUP GLOBAL GROWTHSHS CREAT UNIT View history and evidence | $8.55M | 7.12% | 202.04K shares | 6.12% → 7.12%+1.00 pp +15.10K (+8.08%) | Added | ↗▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.40M | 7.00% | 35.50K shares | 6.59% → 7.00%+0.41 pp +4.31K (+13.83%) | Added | ↗▾ |
| 07 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $7.51M | 6.26% | 92.70K shares | 5.50% → 6.26%+0.76 pp +10.65K (+12.98%) | Added | ↗▾ |
| 08 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $4.91M | 4.09% | 63.98K shares | 3.87% → 4.09%+0.22 pp +12.91K (+25.29%) | Added | ↗▾ |
| 09 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $4.05M | 3.37% | 18.57K shares | 4.49% → 3.37%-1.12 pp -4.73K (-20.29%) | Reduced | ↗▾ |
| 10 | TBUXT ROWE PRICE ULTRA SHORT-TERULTRA SHRT TRM View history and evidence | $3.32M | 2.77% | 66.73K shares | 3.27% → 2.77%-0.50 pp -288 (-0.43%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2136102 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120068063
}Research all 67 reported holdings.
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