SEC Form 13F

Blom & Howell Financial Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$120,068,063
Positions67

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$11,886,680351,261
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$10,116,740200,054
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$9,955,655199,993
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$8,756,833177,695
CAPITAL GROUP GBL GROWTH EQTCGGOSHS CREAT UNIT$8,552,299202,039
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$8,400,04135,500
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$7,514,44292,702
VANGUARD BD INDEX FDSBIVINTERMED TERM$4,907,63763,985
VANGUARD INDEX FDSVTVVALUE ETF$4,045,78218,565
T ROWE PRICE EXCHANGE-TRADEDTBUXULTRA SHRT TRM$3,321,31266,733

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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