account_balance

Investment manager · 13F filer · SEC CIK 2136102

Blom & Howell Financial Planning, Inc.

Reported value$120Mas of Sep 30, 2026

Positions64 4 new, 7 sold out

Top 10 weight66.2%SCHG alone is 11%

FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHGSchwab Strategic Tr

11.2%Added +7%

VUSBVanguard Bd Index FDS

9.6%Added +16%

CGDVCapital Group Dividend Value

7.9%Added +9%

VIGVanguard Specialized Funds

7.8%Added +13%

CGGOCapital Group GBL Growth Eqt

7.1%Added +7%

RDVYFirst Tr Exchange Traded Fd

6.3%Added +4%

VGITVanguard Scottsdale FDS

5.3%Added +261%

CGCBCapital GRP Fixed Incm ETF T

5.1%New

LMBSFirst Tr Exchange-Traded Fd

3.4%New

VTVVanguard Index FDS

2.6%

TBUXT Rowe Price Exchange-Traded

2.4%−11%

VUGVanguard Index FDS

2.3%−15%

SCHGSchwab Strategic Tr

11.2%Added +7%

VUSBVanguard Bd Index FDS

9.6%Added +16%

CGDVCapital Group Dividend Value

7.9%

VIGVanguard Specialized Funds

7.8%

CGGOCapital Group GBL Growth Eqt

7.1%+7%

RDVYFirst Tr Exchange Traded Fd

6.3%

VGITVanguard Scottsdale FDS

5.3%

CGCBCapital GRP Fixed Incm ETF T

5.1%

LMBS3.4%

VTV2.6%

TBUX

VUG

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SCHG Schwab Strategic Tr 11.2% Added +7%

VUSB Vanguard Bd Index FDS 9.6% Added +16%

CGDV Capital Group Dividend Value 7.9% Added +9%

VIG Vanguard Specialized Funds 7.8% Added +13%

CGGO Capital Group GBL Growth Eqt 7.1% Added +7%

RDVY First Tr Exchange Traded Fd 6.3% Added +4%

VGIT Vanguard Scottsdale FDS 5.3% Added +261%

CGCB Capital GRP Fixed Incm ETF T 5.1% New

LMBS First Tr Exchange-Traded Fd 3.4% New

VTV Vanguard Index FDS 2.6% Trimmed −22%

TBUX T Rowe Price Exchange-Traded 2.4% Trimmed −11%

VUG Vanguard Index FDS 2.3% Trimmed −15%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 5, 2026 filing

add_circleNew

CGCB $6.07M
LMBS $4.08M
VGSH $266K
AMGN $223K

arrow_upwardAdded

VGIT +261%
CGDG +28%
SDVY +20%
VUSB +16%

arrow_downwardTrimmed

JPST −89%
BIV −85%
AAPL −31%
VYM −30%

remove_circleSold out

PHYL $1.12M
UCON $226K
AMAT $216K
RTX $215K

Blom & Howell Financial Planning, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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