Vault-13

Blom & Howell Financial Planning, Inc.

MODESTO, CA · CIK 2136102 · 13F filing filed 2026-07-10

SEC-registered investment adviser since 2022 · corporation

$100.6m reported value
62positions
63.0%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB VUSB 281,095 $14.0m13.92% 13.92% First filing
2 SCHWAB STRATEGIC TR US LCAP GR ETF SCHG SCHG 260,591 $8.5m8.45% 8.45% First filing
3 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV CGDV 141,895 $6.2m6.15% 6.15% First filing
4 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST JPST 116,832 $5.9m5.87% 5.87% First filing
5 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 25,962 $5.7m5.67% 5.67% First filing
6 VANGUARD INDEX FDS VALUE ETF VTV VTV 28,843 $5.5m5.47% 5.47% First filing
7 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO CGGO 153,033 $5.3m5.27% 5.27% First filing
8 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY RDVY 72,019 $5.0m4.97% 4.97% First filing
9 VANGUARD INDEX FDS GROWTH ETF VUG VUG 8,017 $3.9m3.89% 3.89% First filing
10 T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX TBUX 68,005 $3.4m3.37% 3.37% First filing
11 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 53,342 $3.3m3.31% 3.31% First filing
12 VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT VGIT 51,489 $3.1m3.07% 3.07% First filing
13 VANGUARD BD INDEX FDS INTERMED TERM BIV BIV 33,962 $2.6m2.63% 2.63% First filing
14 VANGUARD INDEX FDS SMALL CP ETF VB VB 8,010 $2.1m2.05% 2.05% First filing
15 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS CGMS 60,716 $1.7m1.67% 1.67% First filing
16 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO SPMO 13,075 $1.6m1.55% 1.55% First filing
17 COSTCO WHSL CORP NEW COM COST COST 1,401 $1.2m1.20% 1.20% First filing
18 VANGUARD WELLINGTON FD US MOMENTUM VFMO VFMO 6,246 $1.2m1.19% 1.19% First filing
19 VANGUARD INDEX FDS MID CAP ETF VO VO 3,553 $1.0m1.02% 1.02% First filing
20 JOHNSON & JOHNSON COM JNJ JNJ 4,940 $1.0m1.02% 1.02% First filing
21 PGIM ETF TR ACTV HY BD ETF PHYL PHYL 28,465 $1.0m1.00% 1.00% First filing
22 ADVANCED MICRO DEVICES INC COM AMD AMD 4,304 $921.7k0.92% 0.92% First filing
23 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 4,177 $884.5k0.88% 0.88% First filing
24 MICROSOFT CORP COM MSFT MSFT 1,683 $814.0k0.81% 0.81% First filing
25 APPLE INC COM AAPL AAPL 2,954 $803.2k0.80% 0.80% First filing
26 BROADCOM INC COM AVGO AVGO 2,251 $779.1k0.77% 0.77% First filing
27 AMAZON COM INC COM AMZN AMZN 3,370 $777.9k0.77% 0.77% First filing
28 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 2,090 $700.8k0.70% 0.70% First filing
29 CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG CGDG 19,361 $690.0k0.69% 0.69% First filing
30 VANGUARD WHITEHALL FDS HIGH DIV YLD VYM VYM 3,690 $529.6k0.53% 0.53% First filing
31 TESLA INC COM TSLA TSLA 1,172 $527.1k0.52% 0.52% First filing
32 T ROWE PRICE ETF INC PRICE EQT INCOME TEQI TEQI 11,312 $510.9k0.51% 0.51% First filing
33 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,598 $500.2k0.50% 0.50% First filing
34 WALMART INC COM WMT WMT 4,247 $473.2k0.47% 0.47% First filing
35 ISHARES TR RUS TP200 GR ETF IWY IWY 1,599 $442.8k0.44% 0.44% First filing
36 CHEVRON CORP NEW COM CVX CVX 2,872 $437.8k0.44% 0.44% First filing
37 SCHWAB STRATEGIC TR SHT TM US TRES SCHO SCHO 17,578 $428.4k0.43% 0.43% First filing
38 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 752 $425.9k0.42% 0.42% First filing
39 VANGUARD WHITEHALL FDS INTL DVD ETF VIGI VIGI 4,305 $393.7k0.39% 0.39% First filing
40 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 356 $380.9k0.38% 0.38% First filing
41 CISCO SYS INC COM CSCO CSCO 4,926 $379.5k0.38% 0.38% First filing
42 ISHARES TR RUSSELL 3000 ETF IWV IWV 949 $367.0k0.36% 0.36% First filing
43 REALTY INCOME CORP COM O O 5,865 $330.6k0.33% 0.33% First filing
44 VANGUARD WORLD FD MEGA GRWTH IND MGK MGK 781 $322.4k0.32% 0.32% First filing
45 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 11,343 $311.1k0.31% 0.31% First filing
46 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 605 $304.1k0.30% 0.30% First filing
47 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON UCON 12,075 $303.9k0.30% 0.30% First filing
48 PUBLIC SVC ENTERPRISE GRP IN COM PEG PEG 3,780 $303.5k0.30% 0.30% First filing
49 TJX COS INC NEW COM TJX TJX 1,971 $302.8k0.30% 0.30% First filing
50 ISHARES TR RUS 1000 ETF IWB IWB 807 $301.4k0.30% 0.30% First filing
51 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 5,194 $261.2k0.26% 0.26% First filing
52 INTUIT COM INTU INTU 384 $254.4k0.25% 0.25% First filing
53 SPDR S&P 500 ETF TR TR UNIT SPY SPY 349 $238.0k0.24% 0.24% First filing
54 DELL TECHNOLOGIES INC CL C DELL DELL 1,861 $234.3k0.23% 0.23% First filing
55 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 1,649 $232.6k0.23% 0.23% First filing
56 VICI PPTYS INC COM VICI VICI 8,020 $225.5k0.22% 0.22% First filing
57 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 1,252 $222.0k0.22% 0.22% First filing
58 ISHARES TR NATIONAL MUN ETF MUB MUB 2,035 $218.0k0.22% 0.22% First filing
59 CORNING INC COM GLW GLW 2,425 $212.3k0.21% 0.21% First filing
60 RTX CORPORATION COM RTX RTX 1,152 $211.3k0.21% 0.21% First filing
61 OREILLY AUTOMOTIVE INC COM ORLY ORLY 2,305 $210.2k0.21% 0.21% First filing
62 CUMMINS INC COM CMI CMI 398 $203.3k0.20% 0.20% First filing