Blom & Howell Financial Planning, Inc. current holdings: USA ETF
Blom & Howell Financial Planning, Inc. reported $0.10 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 39 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SCHG, JPST, VUSB.
- SCHG: Country of operation —; Class US LCAP GR ETF; Shares 351,261; Value $11,886,680.
- JPST: Country of operation —; Class ULTRA SHRT ETF; Shares 200,054; Value $10,116,740.
- VUSB: Country of operation —; Class VANGUARD ULTRA; Shares 199,993; Value $9,955,655.
- CGDV: Country of operation —; Class SHS CREAT UNIT; Shares 177,695; Value $8,756,833.
Form 13F-HR as filed (SEC CIK 2136102): quarter ended 2026-06-30, filed 2026-08-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 351,261 | $11,886,680 | 2026-06-30 | 2026-08-05 | |
|---|
JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 200,054 | $10,116,740 | 2026-06-30 | 2026-08-05 | |
|---|
VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 199,993 | $9,955,655 | 2026-06-30 | 2026-08-05 | |
|---|
CGDV
CAPITAL GROUP DIVIDEND VALUE | | SHS CREAT UNIT | 177,695 | $8,756,833 | 2026-06-30 | 2026-08-05 | |
|---|
CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREAT UNIT | 202,039 | $8,552,299 | 2026-06-30 | 2026-08-05 | |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 35,500 | $8,400,041 | 2026-06-30 | 2026-08-05 | |
|---|
RDVY
FIRST TR EXCHANGE TRADED FD | | RISNG DIVD ACHIV | 92,702 | $7,514,442 | 2026-06-30 | 2026-08-05 | |
|---|
BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 63,985 | $4,907,637 | 2026-06-30 | 2026-08-05 | |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 18,565 | $4,045,782 | 2026-06-30 | 2026-08-05 | |
|---|
TBUX
T ROWE PRICE EXCHANGE-TRADED | | ULTRA SHRT TRM | 66,733 | $3,321,312 | 2026-06-30 | 2026-08-05 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 36,781 | $3,168,282 | 2026-06-30 | 2026-08-05 | |
|---|
CGMS
CAPITAL GRP FIXED INCM ETF T | | US MULTI-SECTOR | 99,386 | $2,716,224 | 2026-06-30 | 2026-08-05 | |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 16,217 | $2,619,718 | 2026-06-30 | 2026-08-05 | |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 33,442 | $2,382,751 | 2026-06-30 | 2026-08-05 | |
|---|
VFMO
VANGUARD WELLINGTON FD | | US MOMENTUM | 7,518 | $1,875,856 | 2026-06-30 | 2026-08-05 | |
|---|
VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 31,081 | $1,833,151 | 2026-06-30 | 2026-08-05 | |
|---|
SDVY
FIRST TR EXCHANGE TRADED FD | | SMID RISNG ETF | 34,416 | $1,484,694 | 2026-06-30 | 2026-08-05 | |
|---|
CGDG
CAPITAL GROUP DIVIDEND GROWE | | SHS ETF | 38,956 | $1,461,223 | 2026-06-30 | 2026-08-05 | |
|---|
PHYL
PGIM ETF TR | | ACTV HY BD ETF | 32,214 | $1,123,636 | 2026-06-30 | 2026-08-05 | |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 3,483 | $1,055,824 | 2026-06-30 | 2026-08-05 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,175 | $804,977 | 2026-06-30 | 2026-08-05 | |
|---|
TEQI
T ROWE PRICE EXCHANGE-TRADED | | PRICE EQT INCOME | 11,752 | $592,055 | 2026-06-30 | 2026-08-05 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 6,722 | $541,555 | 2026-06-30 | 2026-08-05 | |
|---|
VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 2,216 | $538,399 | 2026-06-30 | 2026-08-05 | |
|---|
SGOV
ISHARES TR | | 0-3 MTH TREASURY | 4,525 | $455,532 | 2026-06-30 | 2026-08-05 | |
|---|
IWY
ISHARES TR | | RUS TP200 GR ETF | 1,487 | $432,049 | 2026-06-30 | 2026-08-05 | |
|---|
SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 17,310 | $417,863 | 2026-06-30 | 2026-08-05 | |
|---|
MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 4,564 | $401,233 | 2026-06-30 | 2026-08-05 | |
|---|
IWV
ISHARES TR | | RUSSELL 3000 ETF | 938 | $399,944 | 2026-06-30 | 2026-08-05 | |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 2,505 | $395,865 | 2026-06-30 | 2026-08-05 | |
|---|
VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 4,084 | $381,383 | 2026-06-30 | 2026-08-05 | |
|---|
IWB
ISHARES TR | | RUS 1000 ETF | 766 | $313,677 | 2026-06-30 | 2026-08-05 | |
|---|
VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 1,794 | $281,639 | 2026-06-30 | 2026-08-05 | |
|---|
XMMO
INVESCO EXCHANGE TRADED FD T | | S&P MDCP MOMNTUM | 1,466 | $249,447 | 2026-06-30 | 2026-08-05 | |
|---|
VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 4,928 | $249,255 | 2026-06-30 | 2026-08-05 | |
|---|
VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 1,203 | $237,691 | 2026-06-30 | 2026-08-05 | |
|---|
VGLT
VANGUARD SCOTTSDALE FDS | | LONG TERM TREAS | 4,307 | $237,677 | 2026-06-30 | 2026-08-05 | |
|---|
UCON
FIRST TR EXCHNG TRADED FD VI | | SMIT UNCO BD ETF | 9,077 | $225,840 | 2026-06-30 | 2026-08-05 | |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 2,050 | $220,651 | 2026-06-30 | 2026-08-05 | |
|---|
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