Blom & Howell Financial Planning, Inc. 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG	9.9%	—	$11.9M	351,261	$0	+351,261	New Buy
JJPMORGAN ULTRA-SHORT INCOME ETFJPST	8.43%	—	$10.1M	200,054	$0	+200,054	New Buy
VVANGUARD BD INDEX FDSVUSB	8.29%	—	$10.0M	199,993	$0	+199,993	New Buy
CCAPITAL GROUP DIVIDEND VALUECCBG	7.29%	—	$8.8M	177,695	$0	+177,695	New Buy
CCAPITAL GROUP GROWTH ETFCGGR	7.12%	—	$8.6M	202,039	$0	+202,039	New Buy
VVANGUARD SPECIALIZED FUNDSVIG	7%	—	$8.4M	35,500	$0	+35,500	New Buy
FFIRST TR EXCHANGE TRADED FDRDVY	6.26%	—	$7.5M	92,702	$0	+92,702	New Buy
VVANGUARD BD INDEX FDSBIV	4.09%	—	$4.9M	63,985	$0	+63,985	New Buy
VVANGUARD INDEX FDSVTV	3.37%	—	$4.0M	18,565	$0	+18,565	New Buy
TT ROWE PRICE EXCHANGE-TRADEDTBUX	2.77%	—	$3.3M	66,733	$0	+66,733	New Buy
VVANGUARD INDEX FDSVUG	2.64%	—	$3.2M	36,781	$0	+36,781	New Buy
CCAPITAL GRP FIXED INCM ETF TCGMS	2.26%	—	$2.7M	99,386	$0	+99,386	New Buy
IINVESCO EXCH TRADED FD TR IISPMO	2.18%	—	$2.6M	16,217	$0	+16,217	New Buy
ADVANCED MICRO DEVICES INCAMD	2.02%	—	$2.4M	4,172	$0	+4,172	New Buy
VVANGUARD FTSEVEA	1.98%	—	$2.4M	33,442	$0	+33,442	New Buy
VVANGUARD WELLINGTON FDVFMO	1.56%	—	$1.9M	7,518	$0	+7,518	New Buy
VVANGUARD SCOTTSDALE FDSVGIT	1.53%	—	$1.8M	31,081	$0	+31,081	New Buy
FFIRST TR EXCHANGE TRADED FDSDVY	1.24%	—	$1.5M	34,416	$0	+34,416	New Buy
CCAPITAL GROUP DIVIDEND GROWECGDG	1.22%	—	$1.5M	38,956	$0	+38,956	New Buy
COSTCO WHOLESALE CORPORATIONCOST	1.08%	—	$1.3M	1,389	$0	+1,389	New Buy
JOHNSON & JOHNSONJNJ	1.04%	—	$1.3M	4,931	$0	+4,931	New Buy
PPGIM ETF TRPHYL	0.94%	—	$1.1M	32,214	$0	+32,214	New Buy
VVANGUARD INDEX FDSVB	0.88%	—	$1.1M	3,483	$0	+3,483	New Buy
APPLE INCAAPL	0.7%	—	$836,415	2,891	$0	+2,891	New Buy
BROADCOM INCAVGO	0.68%	—	$819,353	2,169	$0	+2,169	New Buy
GGENERAL DYNAMICS CORPVTI	0.67%	—	$804,977	2,175	$0	+2,175	New Buy
DDELL TECHNOLOGIES INC CLASS CDELL	0.65%	—	$783,100	1,815	$0	+1,815	New Buy
ASML HLDG NVASML	0.57%	—	$684,367	344	$0	+344	New Buy
MICROSOFT CORPMSFT	0.51%	—	$612,470	1,642	$0	+1,642	New Buy
AMAZON COM INCAMZN	0.5%	—	$596,088	2,501	$0	+2,501	New Buy
TT ROWE PRICE EXCHANGE-TRADEDTEQI	0.49%	—	$592,055	11,752	$0	+11,752	New Buy
CISCO SYS INCCSCO	0.47%	—	$567,109	4,828	$0	+4,828	New Buy
VVANGUARD MIDVO	0.45%	—	$541,555	6,722	$0	+6,722	New Buy
VVANGUARD SMALLVBR	0.45%	—	$538,399	2,216	$0	+2,216	New Buy
CORNING INCGLW	0.45%	—	$534,360	2,092	$0	+2,092	New Buy
TESLA INCTSLA	0.41%	—	$489,578	1,164	$0	+1,164	New Buy
CHEVRON CORPORATIONCVX	0.39%	—	$466,520	2,814	$0	+2,814	New Buy
IISHARES TRSGOV	0.38%	—	$455,532	4,525	$0	+4,525	New Buy
WALMART INCWMT	0.37%	—	$448,754	3,962	$0	+3,962	New Buy
IISHARES TRIWY	0.36%	—	$432,049	1,487	$0	+1,487	New Buy
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO	0.35%	—	$417,863	17,310	$0	+17,310	New Buy
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK	0.33%	—	$401,233	4,564	$0	+4,564	New Buy
IISHARES TRIWV	0.33%	—	$399,944	938	$0	+938	New Buy
ALPHABET INCGOOGL	0.33%	—	$399,897	1,119	$0	+1,119	New Buy
VVANGUARD WHITEHALL FDSVYM	0.33%	—	$395,865	2,505	$0	+2,505	New Buy
VVANGUARD WHITEHALL FDSVNQ	0.32%	—	$381,383	4,084	$0	+4,084	New Buy
REALTY INCOME CORP COMO	0.3%	—	$356,024	5,746	$0	+5,746	New Buy
BERKSHIRE HATHAWAY INC DELBRK.B	0.29%	—	$351,274	702	$0	+702	New Buy
IISHARES RUSSELLIWB	0.26%	—	$313,677	766	$0	+766	New Buy
PUBLIC SVC ENTERPRISE GROUP COMPEG	0.25%	—	$300,698	3,705	$0	+3,705	New Buy

Blom & Howell Financial Planning, Inc.

🧭 Institutional Sector Flow Heatmap