BFSG, LLC Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$541.8M

Holdings

193

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
64,841$18.7M3.45%
2
AAPLAPPLE INC
104,077$17.2M3.17%
3
VTIVANGUARD INDEX FDS
74,038$15.1M2.79%
4
IAU*ISHARES GOLD TR
286,683$10.7M1.98%
5
DFEMDIMENSIONAL ETF TRUST
442,099$10.4M1.92%
6
CHDCHURCH & DWIGHT CO INC
117,739$10.4M1.92%
7
FNVFRANCO NEV CORP
70,711$10.3M1.90%
8
CSXCSX CORP
334,929$10.0M1.85%
9
VDEVANGUARD WORLD FDS
80,986$9.3M1.71%
10
BSVVANGUARD BD INDEX FDS
114,974$8.8M1.62%
11
XOMEXXON MOBIL CORP
76,362$8.4M1.55%
12
IVVISHARES TR
19,493$8.0M1.48%
13
ADMARCHER DANIELS MIDLAND CO
91,320$7.3M1.34%
14
IJSISHARES TR
77,686$7.3M1.34%
15
COSTCOSTCO WHSL CORP NEW
13,844$6.9M1.27%
16
TTENTOTALENERGIES SE
116,088$6.9M1.27%
17
K6BKBR INC
124,398$6.8M1.26%
18
NEENEXTERA ENERGY INC
85,431$6.6M1.22%
19
PFEPFIZER INC
161,318$6.6M1.21%
20
WYWEYERHAEUSER CO MTN BE
211,133$6.4M1.17%
21
SCHPSCHWAB STRATEGIC TR
117,960$6.3M1.17%
22
NSCNORFOLK SOUTHN CORP
29,364$6.2M1.15%
23
VWOVANGUARD INTL EQUITY INDEX F
153,941$6.2M1.15%
24
NVDANVIDIA CORPORATION
22,385$6.2M1.15%
25
CLCOLGATE PALMOLIVE CO
78,738$5.9M1.09%
26
BDXBECTON DICKINSON & CO
23,078$5.7M1.05%
27
RSPINVESCO EXCHANGE TRADED FD T
39,303$5.7M1.05%
28
PCHPOTLATCHDELTIC CORPORATION
102,476$5.6M1.04%
29
WIWWESTERN AST INFL LKD OPP & I
581,073$5.3M0.98%
30
GDGENERAL DYNAMICS CORP
21,855$5.0M0.92%
31
TJXTJX COS INC NEW
62,023$4.9M0.90%
32
MAMASTERCARD INCORPORATED
13,150$4.8M0.88%
33
LINLINDE PLC
13,258$4.7M0.87%
34
KDPKEURIG DR PEPPER INC
132,142$4.7M0.86%
35
HDHOME DEPOT INC
15,615$4.6M0.85%
36
VIGIVANGUARD WHITEHALL FDS
61,993$4.6M0.84%
37
SGOLABRDN GOLD ETF TRUST
241,314$4.6M0.84%
38
JPSTJ P MORGAN EXCHANGE TRADED F
90,007$4.5M0.84%
39
AMZNAMAZON COM INC
43,774$4.5M0.83%
40
ACNACCENTURE PLC IRELAND
15,609$4.5M0.82%
41
SYKSTRYKER CORPORATION
15,497$4.4M0.82%
42
RTXRAYTHEON TECHNOLOGIES CORP
43,863$4.3M0.79%
43
PGPROCTER AND GAMBLE CO
28,569$4.2M0.78%
44
CVXCHEVRON CORP NEW
25,421$4.1M0.77%
45
BACVERIZON COMMUNICATIONS INC
106,513$4.1M0.76%
46
ESLTELBIT SYS LTD
23,792$4.0M0.75%
47
GOOGALPHABET INC
38,730$4.0M0.74%
48
APHAMPHENOL CORP NEW
48,890$4.0M0.74%
49
ABBVABBVIE INC
24,820$4.0M0.73%
50
DOWDOW INC
69,517$3.8M0.70%
51
CSCOCISCO SYS INC
72,260$3.8M0.70%
52
JNJJOHNSON & JOHNSON
23,551$3.6M0.67%
53
SPYSPDR S&P 500 ETF TR
8,829$3.6M0.67%
54
BNDXVANGUARD CHARLOTTE FDS
73,649$3.6M0.67%
55
WMTWALMART INC
24,141$3.6M0.66%
56
JPMJPMORGAN CHASE & CO
26,850$3.5M0.65%
57
AGCOAGCO CORP
25,650$3.5M0.64%
58
VOOVANGUARD INDEX FDS
9,151$3.4M0.64%
59
RYROYAL BK CDA SUSTAINABL
35,820$3.4M0.63%
60
FASTFASTENAL CO
59,154$3.2M0.59%
61
FULFULLER H B CO
46,020$3.1M0.58%
62
TDTFFLEXSHARES TR
128,242$3.1M0.58%
63
MPMP MATERIALS CORP
111,242$3.1M0.58%
64
XLVSELECT SECTOR SPDR TR
24,159$3.1M0.58%
65
MRKMERCK & CO INC
29,104$3.1M0.57%
66
0VVBPARAMOUNT GLOBAL
138,622$3.1M0.57%
67
SCHZSCHWAB STRATEGIC TR
64,728$3.0M0.56%
68
JMSTJ P MORGAN EXCHANGE TRADED F
59,485$3.0M0.56%
69
AXPAMERICAN EXPRESS CO
18,083$3.0M0.55%
70
AMGNAMGEN INC
12,285$3.0M0.55%
71
JT5MUELLER WTR PRODS INC
212,890$3.0M0.55%
72
NVONOVO-NORDISK A S
18,438$2.9M0.54%
73
MCDMCDONALDS CORP
9,985$2.8M0.52%
74
WBDWARNER BROS DISCOVERY INC
183,454$2.8M0.51%
75
WMWASTE MGMT INC DEL
16,826$2.7M0.51%
76
TAT&T INC
138,138$2.7M0.49%
77
UPSUNITED PARCEL SERVICE INC
13,694$2.7M0.49%
78
XLKSELECT SECTOR SPDR TR
17,444$2.6M0.49%
79
PEPPEPSICO INC
13,928$2.5M0.47%
80
PAASPAN AMERN SILVER CORP
139,028$2.5M0.47%
81
VMCVULCAN MATLS CO
14,670$2.5M0.46%
82
IHDGWISDOMTREE TR
63,552$2.5M0.46%
83
NKENIKE INC
19,355$2.4M0.44%
84
CVSCVS HEALTH CORP
31,306$2.3M0.43%
85
MOG/AMOOG INC
23,072$2.3M0.43%
86
SLVISHARES SILVER TR
102,529$2.3M0.42%
87
UNHUNITEDHEALTH GROUP INC
4,778$2.3M0.42%
88
RYNRAYONIER INC
66,944$2.2M0.41%
89
LMTLOCKHEED MARTIN CORP
4,289$2.0M0.37%
90
DDDUPONT DE NEMOURS INC
27,895$2.0M0.37%
91
TMOTHERMO FISHER SCIENTIFIC INC
3,414$2.0M0.36%
92
NTRNUTRIEN LTD
26,511$2.0M0.36%
93
SKINTHE BEAUTY HEALTH COMPANY
154,619$2.0M0.36%
94
BCEBCE INC
42,827$1.9M0.35%
95
APDAIR PRODS & CHEMS INC
6,634$1.9M0.35%
96
VXUSVANGUARD STAR FDS
32,473$1.8M0.33%
97
MDTMEDTRONIC PLC
22,048$1.8M0.33%
98
XLFISELECT SECTOR SPDR TR
23,348$1.7M0.32%
99
BNDVANGUARD BD INDEX FDS
22,686$1.7M0.31%
100
RIORIO TINTO PLC
24,345$1.7M0.31%
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