Blom & Howell Financial Planning, Inc.
CIK 2136102 · Holdings on Dec 31, 2025 · First reported Jul 10, 2026
Top ten holdings
Q4 2025- VUSB13.92%
- SCHG8.45%
- CGDV6.15%
- JPST5.87%
- VIG5.67%
- VTV5.47%
- CGGO5.27%
- RDVY4.97%
- VUG3.89%
- TBUX3.37%
Share classes counted separately63.03%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $14.01M | 13.92% | 281.10K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $8.50M | 8.45% | 260.59K shares | Prior unavailable — | — | ↗▾ |
| 03 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $6.19M | 6.15% | 141.90K shares | Prior unavailable — | — | ↗▾ |
| 04 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $5.91M | 5.87% | 116.83K shares | Prior unavailable — | — | ↗▾ |
| 05 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $5.71M | 5.67% | 25.96K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $5.51M | 5.47% | 28.84K shares | Prior unavailable — | — | ↗▾ |
| 07 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $5.30M | 5.27% | 153.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $5.00M | 4.97% | 72.02K shares | Prior unavailable — | — | ↗▾ |
| 09 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $3.91M | 3.89% | 8.02K shares | Prior unavailable — | — | ↗▾ |
| 10 | TBUXT ROWE PRICE ULTRA SHORT-TERULTRA SHRT TRM View history and evidence | $3.39M | 3.37% | 68.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2136102 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-07-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100637722
}Research all 62 reported holdings.
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