Blom & Howell Financial Planning, Inc.
Holdings as of 2025-12-31, filed 2026-07-10
This is history, not a current position. These holdings describe 2025-12-31, and the report became public 191 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
62
Value reported by manager
$100.6M
Sum of our stored positions
$100.6M
should match the line above
Disclosure lag
191 d
quarter end to filing
Top 5 concentration
40.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
62 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $14M | 281,095 | — | 92203C303 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.5M | 260,591 | — | 808524300 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $6.2M | 141,895 | — | 14020W106 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.9M | 116,832 | — | 46641Q837 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.7M | 25,962 | — | 921908844 |
| VANGUARD INDEX FDS | VALUE ETF | $5.5M | 28,843 | — | 922908744 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $5.3M | 153,033 | — | 14020X104 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $5M | 72,019 | — | 33738R506 |
| VANGUARD INDEX FDS | GROWTH ETF | $3.9M | 8,017 | — | 922908736 |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $3.4M | 68,005 | — | 87283Q701 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.3M | 53,342 | — | 921943858 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.1M | 51,489 | — | 92206C706 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.6M | 33,962 | — | 921937819 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 8,010 | — | 922908751 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $1.7M | 60,716 | — | 14020Y300 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.6M | 13,075 | — | 46138E339 |
| COSTCO WHSL CORP NEW | COM | $1.2M | 1,401 | — | 22160K105 |
| VANGUARD WELLINGTON FD | US MOMENTUM | $1.2M | 6,246 | — | 921935508 |
| VANGUARD INDEX FDS | MID CAP ETF | $1M | 3,553 | — | 922908629 |
| JOHNSON & JOHNSON | COM | $1M | 4,940 | — | 478160104 |
| PGIM ETF TR | ACTV HY BD ETF | $1M | 28,465 | — | 69344A206 |
| ADVANCED MICRO DEVICES INC | COM | $921.7K | 4,304 | — | 007903107 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $884.5K | 4,177 | — | 922908611 |
| MICROSOFT CORP | COM | $814K | 1,683 | — | 594918104 |
| APPLE INC | COM | $803.2K | 2,954 | — | 037833100 |
| BROADCOM INC | COM | $779.1K | 2,251 | — | 11135F101 |
| AMAZON COM INC | COM | $777.9K | 3,370 | — | 023135106 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $700.8K | 2,090 | — | 922908769 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $690K | 19,361 | — | 14021L109 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $529.6K | 3,690 | — | 921946406 |
| TESLA INC | COM | $527.1K | 1,172 | — | 88160R101 |
| T ROWE PRICE ETF INC | PRICE EQT INCOME | $510.9K | 11,312 | — | 87283Q206 |
| ALPHABET INC | CAP STK CL A | $500.2K | 1,598 | — | 02079K305 |
| WALMART INC | COM | $473.2K | 4,247 | — | 931142103 |
| ISHARES TR | RUS TP200 GR ETF | $442.8K | 1,599 | — | 464289438 |
| CHEVRON CORP NEW | COM | $437.8K | 2,872 | — | 166764100 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $428.4K | 17,578 | — | 808524862 |
| INTUITIVE SURGICAL INC | COM NEW | $425.9K | 752 | — | 46120E602 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $393.7K | 4,305 | — | 921946810 |
| ASML HOLDING N V | N Y REGISTRY SHS | $380.9K | 356 | — | N07059210 |
| CISCO SYS INC | COM | $379.5K | 4,926 | — | 17275R102 |
| ISHARES TR | RUSSELL 3000 ETF | $367K | 949 | — | 464287689 |
| REALTY INCOME CORP | COM | $330.6K | 5,865 | — | 756109104 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $322.4K | 781 | — | 921910816 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $311.1K | 11,343 | — | 808524797 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $304.1K | 605 | — | 084670702 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | $303.9K | 12,075 | — | 33740F888 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $303.5K | 3,780 | — | 744573106 |
| TJX COS INC NEW | COM | $302.8K | 1,971 | — | 872540109 |
| ISHARES TR | RUS 1000 ETF | $301.4K | 807 | — | 464287622 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $261.2K | 5,194 | — | 922907746 |
| INTUIT | COM | $254.4K | 384 | — | 461202103 |
| SPDR S&P 500 ETF TR | TR UNIT | $238K | 349 | — | 78462F103 |
| DELL TECHNOLOGIES INC | CL C | $234.3K | 1,861 | — | 24703L202 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $232.6K | 1,649 | — | 922042742 |
| VICI PPTYS INC | COM | $225.5K | 8,020 | — | 925652109 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $222K | 1,252 | — | 922908512 |
| ISHARES TR | NATIONAL MUN ETF | $218K | 2,035 | — | 464288414 |
| CORNING INC | COM | $212.3K | 2,425 | — | 219350105 |
| RTX CORPORATION | COM | $211.3K | 1,152 | — | 75513E101 |
| OREILLY AUTOMOTIVE INC | COM | $210.2K | 2,305 | — | 67103H107 |
| CUMMINS INC | COM | $203.3K | 398 | — | 231021106 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-10