Instuitional Investor - Blom & Howell Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Blom & Howell Financial Planning, Inc. |
| Portfolio Value | $101,848,919 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 253,177 | $12,604,407 | 12.38% | |
| 2. | SCHD | 312,404 | $9,100,327 | 8.94% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 153,912 | $7,789,475 | 7.65% | |
| 4. | Capital Group Dividend Value | 158,814 | $6,755,956 | 6.63% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 31,188 | $6,707,191 | 6.59% |
Hedge Fund Resource Center 
