Instuitional Investor - Blom & Howell Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Blom & Howell Financial Planning, Inc. |
| Portfolio Value | $120,068,063 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 351,261 | $11,886,680 | 9.9% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 200,054 | $10,116,740 | 8.43% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 199,993 | $9,955,655 | 8.29% | |
| 4. | Capital Group Dividend Value | 177,695 | $8,756,833 | 7.29% | |
| 5. | Capital Group Gbl Growth Eqt | 202,039 | $8,552,299 | 7.12% |
Hedge Fund Resource Center 
