BFSG, LLC Q1 2018 Filing

Filed May 8, 2018

Portfolio Value

$225.4M

Holdings

145

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
1
VCSHVANGUARD SHORT TERM CORP BOND
115,630$9.1M4.02%
2
VCITVANGUARD INTERMEDIATE-TERM CORP BD ETF
104,922$8.9M3.95%
3
VTIVANGUARD TOTAL STOCK MARKET
58,723$8.0M3.54%
4
BNDXVANGUARD TOTAL INTL BOND MKT
141,334$7.7M3.43%
5
IJRISHARES S&P SMALLCAP 600
95,189$7.3M3.25%
6
MSFTMICROSOFT
74,200$6.8M3.01%
7
VIGIVANGUARD INTL DIV APPREC IDX ETF
90,483$5.8M2.59%
8
SCHPSCHWAB US TIPS ETF
98,462$5.4M2.40%
9
AAPLAPPLE COMPUTER
31,127$5.2M2.32%
10
INTCINTEL
97,497$5.1M2.25%
11
IVVISHARES TRUST S&P
17,975$4.8M2.12%
12
CSCOCISCO SYSTEMS
100,846$4.3M1.92%
13
BLKCHFBLACKROCK INC CL A
7,395$4.0M1.78%
14
TJXTJX CO
47,100$3.8M1.70%
15
SPSBSPDR BLOOMBERG BARCLAYS ST CORP BOND ETF
124,082$3.7M1.66%
16
NVDANVIDIA
16,158$3.7M1.66%
17
HDHOME DEPOT INC.
20,576$3.7M1.63%
18
BACVERIZON COMMUNICATIONS
73,163$3.5M1.55%
19
MMM3-M CO
13,606$3.0M1.33%
20
JNJJOHNSON & JOHNSON
22,946$2.9M1.31%
21
BERKSHIRE HATHAWAY CL B
14,680$2.9M1.30%
22
MAMASTERCARD
15,954$2.8M1.24%
23
USBU.S. BANCORP
54,023$2.7M1.21%
24
ABBVABBVIE INC
28,065$2.7M1.18%
25
ACNACCENTURE LTD CL A
16,723$2.6M1.14%
26
LVLNSPDR REGIONAL BANK ETF
42,342$2.6M1.13%
27
APHAMPHENOL CORP
29,420$2.5M1.12%
28
PGPROCTER & GAMBLE CO.
31,711$2.5M1.12%
29
RYROYAL BANK OF CANADA
32,505$2.5M1.11%
30
NEENEXTERA ENERGY INC.
14,845$2.4M1.08%
31
AGGISHARES BARCLAYS AGGREGATE
21,881$2.3M1.04%
32
VFCVF CORP.
31,530$2.3M1.04%
33
BDXBECTON DICKINSON & CO
10,314$2.2M0.99%
34
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND G
72,375$2.2M0.99%
35
PFEPFIZER
61,406$2.2M0.97%
36
SBUXSTARBUCKS
37,564$2.2M0.97%
37
COSTCOSTCO COMPANIES INC.
11,307$2.1M0.95%
38
SYKSTRYKER
12,898$2.1M0.92%
39
UTXZUNITED TECHNOLOGIES CORP
16,367$2.1M0.91%
40
PXGBXPRAXAIR
14,200$2.0M0.91%
41
SCHZSCHWAB US AGG BOND ETF
39,609$2.0M0.90%
42
NVONOVO NORDISK A/S
41,037$2.0M0.90%
43
METAFACEBOOK CL-A
12,228$2.0M0.87%
44
AMGNAMGEN
11,228$1.9M0.85%
45
BCEBCE INC COM NEW
43,315$1.9M0.83%
46
MRKMERCK
33,783$1.8M0.82%
47
MDTMEDTRONIC
22,566$1.8M0.80%
48
CHRWC H ROBINSON WORLDWIDE NEW
18,774$1.8M0.78%
49
FASTFASTENAL
31,960$1.7M0.77%
50
XOMEXXON MOBIL CORP.
23,391$1.7M0.77%
51
BKBANK OF NEW YORK
33,246$1.7M0.76%
52
AMZNAMAZON
1,180$1.7M0.76%
53
CHDCHURCH & DWIGHT INC.
33,238$1.7M0.74%
54
GOOGALPHABET INC.
1,615$1.7M0.74%
55
NKENIKE INC. CLASS B
24,719$1.6M0.73%
56
DOW DUPONT
24,898$1.6M0.70%
57
GISGENERAL MILLS INC.
34,647$1.6M0.69%
58
DLTRDOLLAR TREE, INC.
16,347$1.6M0.69%
59
EDCONSOLIDATED EDISON
19,182$1.5M0.66%
60
CVXCHEVRON CORP.
12,635$1.4M0.64%
61
RTN1USDRAYTHEON CO
6,617$1.4M0.63%
62
AXPAMERICAN EXPRESS
14,738$1.4M0.61%
63
SOSOUTHERN CO
28,185$1.3M0.56%
64
SNASNAP-ON INC
8,380$1.2M0.55%
65
JPMJ P MORGAN CHASE
10,035$1.1M0.49%
66
EEMISHARES MSCI EMERGING MKTS INDEX
21,460$1.0M0.46%
67
VIGVANGUARD DIVIDEND APPRECIATION
8,849$894K0.40%
68
VYMVANGUARD HIGH DIVIDEND YIELD ETF
10,569$872K0.39%
69
HSYHERSHEY FOODS
8,010$793K0.35%
70
MDYMIDCAP SPDR TR SER I
2,198$751K0.33%
71
HSICHENRY SCHEIN INC.
9,630$647K0.29%
72
BONDPIMCO ACTIVE BOND ETF
5,920$617K0.27%
73
SPYS&P SPDRS
2,289$602K0.27%
74
TDTTFLEXSHARES IBOXX 3YR TARGET DUR TIPS ETF
24,215$591K0.26%
75
SHMSPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
12,017$575K0.26%
76
XLKSECTOR SPDR TECH SELECT
8,328$545K0.24%
77
SCHESCHWAB EMERGING MARKET EQUITY
18,131$520K0.23%
78
NVSNNOVARTIS A G SPONSORED ADR
6,370$515K0.23%
79
MUBISHARES NATIONAL MUNI BOND
4,714$513K0.23%
80
SCHXSCHWAB US LARGE CAP ETF
8,097$511K0.23%
81
ELESTEE LAUDER COMPANIES INC
3,397$509K0.23%
82
BABAALIBABA GROUP
2,742$503K0.22%
83
ITWILLINOIS TOOL WORKS
2,770$434K0.19%
84
GILDGILEAD SCIENCES
5,565$420K0.19%
85
PAYCPAYCOM SOFTWARE INC
3,849$413K0.18%
86
NFLXNETFLIX INC
1,395$412K0.18%
87
BOFI HOLDING, INC
9,699$393K0.17%
88
BABOEING CO
1,162$381K0.17%
89
ADBEADOBE SYSTEMS
1,748$378K0.17%
90
XYLXYLEM INC
4,890$376K0.17%
91
SPGIS&P GLOBAL INC
1,959$374K0.17%
92
RPREALPAGE INC
7,266$374K0.17%
93
GOOGLALPHABET INC.
359$372K0.17%
94
VVISA
3,103$371K0.16%
95
MCOMOODYS CORPORATION
2,301$371K0.16%
96
CPRTCOPART INC
7,192$366K0.16%
97
CMACOMERICA INC
3,805$365K0.16%
98
BFAMBRIGHT HORIZON FAMILY SOLUTIONS
3,616$361K0.16%
99
KOCOCA COLA
8,296$360K0.16%
100
KMBKIMBERLY CLARK
3,252$358K0.16%
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