Blom & Howell Financial Planning, Inc. ETF holdings
Modesto, CA
Reported $104.6M in 39 ETFs in its Form 13F for June 30, 2026.
ETF value
$104.6M
ETFs held
39
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
87.1%
of $120.1M
Top 10 of 39 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $11.9M | 351,261 | New position |
| JPST | JPMorgan Ultra-Short Income ETF | $10.1M | 200,054 | New position |
| VUSB | Vanguard Ultra-Short Bond ETF | $10.0M | 199,993 | New position |
| CGDV | Capital Group Dividend Value ETF | $8.8M | 177,695 | New position |
| CGGO | Capital Group Global Growth Equity ETF | $8.6M | 202,039 | New position |
| VIG | Vanguard Dividend Appreciation ETF | $8.4M | 35,500 | New position |
| RDVY | First Trust Rising Dividend Achievers ETF | $7.5M | 92,702 | New position |
| BIV | Vanguard Intermediate-Term Bond ETF | $4.9M | 63,985 | New position |
| VTV | Vanguard Morningstar Value ETF | $4.0M | 18,565 | New position |
| TBUX | T. Rowe Price Ultra Short-Term Bond ETF | $3.3M | 66,733 | New position |
29 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002136102. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Blom & Howell Financial Planning, Inc. own?
Blom & Howell Financial Planning, Inc. reported 39 ETF positions worth $104.6M in its Form 13F for June 30, 2026. The largest was SCHG, at $11.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.