Blom & Howell Financial Planning, Inc.
Holdings as of 2026-03-31, filed 2026-07-10
This is history, not a current position. These holdings describe 2026-03-31, and the report became public 101 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
61
Value reported by manager
$101.8M
Sum of our stored positions
$101.8M
should match the line above
Disclosure lag
101 d
quarter end to filing
Top 5 concentration
42.2%
of the positions shown
New positions
2
vs previous quarter
Exited
3
vs previous quarter
Option positions
0
puts and calls
Positions
61 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $12.6M | 253,177 | — | 92203C303 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $9.1M | 312,404 | — | 808524300 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $7.8M | 153,912 | — | 46641Q837 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $6.8M | 158,814 | — | 14020W106 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $6.7M | 31,188 | — | 921908844 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $6.2M | 186,936 | — | 14020X104 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $5.6M | 82,054 | — | 33738R506 |
| VANGUARD INDEX FDS | VALUE ETF | $4.6M | 23,291 | — | 922908744 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.9M | 51,070 | — | 921937819 |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $3.3M | 67,021 | — | 87283Q701 |
| VANGUARD INDEX FDS | GROWTH ETF | $3.1M | 7,156 | — | 922908736 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.7M | 42,021 | — | 921943858 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.3M | 38,841 | — | 92206C706 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $2.1M | 77,557 | — | 14020Y300 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.7M | 15,257 | — | 46138E339 |
| COSTCO WHOLESALE CORPORATION | COM | $1.4M | 1,400 | — | 22160K105 |
| VANGUARD WELLINGTON FD | US MOMENTUM | $1.4M | 7,025 | — | 921935508 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $1.2M | 31,092 | — | 33741X102 |
| JOHNSON & JOHNSON | COM | $1.2M | 4,958 | — | 478160104 |
| VANGUARD INDEX FDS | SMALL CP ETF | $995.6K | 3,801 | — | 922908751 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $901.3K | 25,107 | — | 14021L109 |
| ADVANCED MICRO DEVICES INC | COM | $860.3K | 4,229 | — | 007903107 |
| APPLE INC | COM | $730.3K | 2,877 | — | 037833100 |
| PGIM ETF TR | ACTV HY BD ETF | $691K | 19,954 | — | 69344A206 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $683.7K | 2,131 | — | 922908769 |
| BROADCOM INC | COM | $673.5K | 2,176 | — | 11135F101 |
| VANGUARD INDEX FDS | MID CAP ETF | $661.1K | 2,302 | — | 922908629 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $646.6K | 2,976 | — | 922908611 |
| MICROSOFT CORP | COM | $608.6K | 1,644 | — | 594918104 |
| CHEVRON CORPORATION | COM | $577.9K | 2,793 | — | 166764100 |
| AMAZON COM INC | COM | $523.8K | 2,515 | — | 023135106 |
| T ROWE PRICE ETF INC | PRICE EQT INCOME | $511.4K | 11,360 | — | 87283Q206 |
| WALMART INC | COM | $495.1K | 3,984 | — | 931142103 |
| ASML HLDG NV | N Y REGISTRY SHS | $454.4K | 344 | — | N07059210 |
| TESLA INC | COM | $430.9K | 1,159 | — | 88160R101 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $421.5K | 17,368 | — | 808524862 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $414.1K | 2,796 | — | 921946406 |
| CISCO SYS INC | COM | $382.2K | 4,926 | — | 17275R102 |
| ISHARES TR | RUS TP200 GR ETF | $376.5K | 1,513 | — | 464289438 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $365.2K | 4,129 | — | 921946810 |
| REALTY INCOME CORP | COM | $357.5K | 5,844 | — | 756109104 |
| ISHARES TR | RUSSELL 3000 ETF | $350.2K | 945 | — | 464287689 |
| ALPHABET INC | CAP STK CL A | $322.4K | 1,121 | — | 02079K305 |
| INTUITIVE SURGICAL INC | COM NEW | $313.5K | 680 | — | 46120E602 |
| PUBLIC SVC ENTERPRISE GROUP | COM | $306K | 3,780 | — | 744573106 |
| DELL TECHNOLOGIES INC | CL C | $300.4K | 1,830 | — | 24703L202 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $289.4K | 604 | — | 084670702 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $287.6K | 783 | — | 921910816 |
| CORNING INC | COM | $287.6K | 2,115 | — | 219350105 |
| ISHARES TR | RUS 1000 ETF | $283.8K | 796 | — | 464287622 |
| TJX COS INC NEW | COM | $268.6K | 1,682 | — | 872540109 |
| EXXON MOBIL CORP | COM | $250.1K | 1,474 | — | 30231G102 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $245.1K | 4,913 | — | 922907746 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | $229.6K | 9,270 | — | 33740F888 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $228.5K | 1,652 | — | 922042742 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $224.2K | 1,216 | — | 922908512 |
| RTX CORPORATION | COM | $219.1K | 1,136 | — | 75513E101 |
| VICI PPTYS INC | COM | $219.1K | 8,020 | — | 925652109 |
| ISHARES TR | NATIONAL MUN ETF | $216.7K | 2,042 | — | 464288414 |
| CUMMINS INC | COM | $215.1K | 400 | — | 231021106 |
| OREILLY AUTOMOTIVE INC | COM | $214.5K | 2,324 | — | 67103H107 |
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