BFSG, LLC Q2 2018 Filing

Filed July 31, 2018

Portfolio Value

$227.5M

Holdings

126

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (126 positions)

#StockSharesValue% PortfolioType
1
VCSHVANGUARD SCOTTSDALE FDS
117,560$9.2M4.03%
2
VCITVANGUARD SCOTTSDALE FDS
107,011$8.9M3.93%
3
IJRISHARES TR
94,901$7.9M3.48%
4
BNDXVANGUARD CHARLOTTE FDS
142,181$7.8M3.42%
5
MSFTMICROSOFT CORP
75,028$7.4M3.25%
6
VTIVANGUARD INDEX FDS
51,555$7.2M3.18%
7
VIGIVANGUARD WHITEHALL FDS INC
95,907$6.2M2.73%
8
AAPLAPPLE INC
32,381$6.0M2.63%
9
SCHPSCHWAB STRATEGIC TR
106,206$5.8M2.56%
10
IVVISHARES TR
18,796$5.1M2.26%
11
INTCINTEL CORP
98,969$4.9M2.16%
12
TJXTJX COS INC NEW
47,120$4.5M1.97%
13
CSCOCISCO SYS INC
101,192$4.4M1.91%
14
HDHOME DEPOT INC
21,197$4.1M1.82%
15
SPSBSPDR SERIES TRUST
133,086$4.0M1.76%
16
NVDANVIDIA CORP
16,256$3.9M1.69%
17
BLKCHFBLACKROCK INC
7,522$3.8M1.65%
18
BACVERIZON COMMUNICATIONS INC
70,905$3.6M1.57%
19
MAMASTERCARD INCORPORATED
16,194$3.2M1.40%
20
JNJJOHNSON & JOHNSON
23,164$2.8M1.24%
21
RYROYAL BK CDA MONTREAL QUE
36,719$2.8M1.22%
22
ACNACCENTURE PLC IRELAND
16,896$2.8M1.21%
23
MMM3M CO
13,919$2.7M1.20%
24
USBUS BANCORP DEL
54,188$2.7M1.19%
25
ABBVABBVIE INC
28,124$2.6M1.15%
26
VFCV F CORP
31,590$2.6M1.13%
27
BDXBECTON DICKINSON & CO
10,515$2.5M1.11%
28
ALLERGAN PLC
15$2.5M1.10%
29
NEENEXTERA ENERGY INC
14,905$2.5M1.09%
30
METAFACEBOOK INC
12,591$2.4M1.08%
31
AMZNAMAZON COM INC
1,429$2.4M1.07%
32
PGPROCTER AND GAMBLE CO
31,037$2.4M1.06%
33
COSTCOSTCO WHSL CORP NEW
11,407$2.4M1.05%
34
APHAMPHENOL CORP NEW
26,893$2.3M1.03%
35
PXGBXPRAXAIR INC
14,410$2.3M1.00%
36
PFEPFIZER INC
60,964$2.2M0.97%
37
SYKSTRYKER CORP
12,988$2.2M0.96%
38
AMGNAMGEN INC
11,338$2.1M0.92%
39
XLESELECT SECTOR SPDR TR
27,516$2.1M0.92%
40
LVLNSPDR SERIES TRUST
34,219$2.1M0.92%
41
MRKMERCK & CO INC
34,080$2.1M0.91%
42
UTXZUNITED TECHNOLOGIES CORP
16,404$2.1M0.90%
43
XOMEXXON MOBIL CORP
23,923$2.0M0.87%
44
MDTMEDTRONIC PLC
22,545$1.9M0.85%
45
NVONOVO-NORDISK A S
40,992$1.9M0.83%
46
VWOVANGUARD INTL EQUITY INDEX F
44,108$1.9M0.82%
47
SBUXSTARBUCKS CORP
37,567$1.8M0.81%
48
GOOGALPHABET INC
1,630$1.8M0.80%
49
CHDCHURCH & DWIGHT INC
34,028$1.8M0.79%
50
BKBANK NEW YORK MELLON CORP
32,497$1.8M0.77%
51
BCEBCE INC
43,145$1.7M0.77%
52
CVXCHEVRON CORP NEW
13,109$1.7M0.73%
53
DOWDUPONT INC
24,666$1.6M0.71%
54
SCHZSCHWAB STRATEGIC TR
31,343$1.6M0.70%
55
CHRWC H ROBINSON WORLDWIDE INC
18,909$1.6M0.70%
56
FASTFASTENAL CO
32,640$1.6M0.69%
57
JPMJPMORGAN CHASE & CO
14,384$1.5M0.66%
58
EIXEDISON INTL
23,103$1.5M0.64%
59
NKENIKE INC
17,810$1.4M0.62%
60
DLTRDOLLAR TREE INC
16,240$1.4M0.61%
61
AXPAMERICAN EXPRESS CO
13,508$1.3M0.58%
62
RTN1USDRAYTHEON CO
6,774$1.3M0.58%
63
EDCONSOLIDATED EDISON INC
16,168$1.3M0.55%
64
ELLAUDER ESTEE COS INC
7,172$1.0M0.45%
65
SOSOUTHERN CO
21,810$1.0M0.44%
66
VIGVANGUARD GROUP
8,720$886K0.39%
67
EEMISHARES TR
20,225$876K0.38%
68
VYMVANGUARD WHITEHALL FDS INC
10,509$873K0.38%
69
HSYHERSHEY CO
7,560$704K0.31%
70
MDYSPDR S&P MIDCAP 400 ETF TR
1,938$688K0.30%
71
SPYSPDR S&P 500 ETF TR
2,283$619K0.27%
72
SCHESCHWAB STRATEGIC TR
23,215$601K0.26%
73
XLKSELECT SECTOR SPDR TR
8,486$590K0.26%
74
SHMSPDR SER TR
12,017$577K0.25%
75
KMBKIMBERLY CLARK CORP
5,455$575K0.25%
76
BONDPIMCO ETF TR
5,536$571K0.25%
77
CRMSALESFORCE COM INC
4,144$565K0.25%
78
SCHXSCHWAB STRATEGIC TR
7,926$515K0.23%
79
MUBISHARES TR
4,714$514K0.23%
80
NFLXNETFLIX INC
1,311$513K0.23%
81
NVSNNOVARTIS A G
6,443$487K0.21%
82
GOOGLALPHABET INC
426$481K0.21%
83
CPRTCOPART INC
8,399$475K0.21%
84
ADBEADOBE SYS INC
1,946$474K0.21%
85
MSCIMSCI INC
2,856$472K0.21%
86
INTUINTUIT
2,298$470K0.21%
87
ABMDEURABIOMED INC
1,133$463K0.20%
88
ISRGINTUITIVE SURGICAL INC
966$462K0.20%
89
BOFI HLDG INC
11,209$459K0.20%
90
MCOMOODYS CORP
2,662$454K0.20%
91
PYPLPAYPAL HLDGS INC
5,455$454K0.20%
92
BRBROADRIDGE FINL SOLUTIONS IN
3,917$451K0.20%
93
TRUTRANSUNION
6,265$449K0.20%
94
VVISA INC
3,384$448K0.20%
95
BFAMBRIGHT HORIZONS FAM SOL IN D
4,290$440K0.19%
96
ITWILLINOIS TOOL WKS INC
3,170$439K0.19%
97
HEIHEICO CORP NEW
5,998$437K0.19%
98
SYYSYSCO CORP
6,383$436K0.19%
99
CBRECBRE GROUP INC
9,088$434K0.19%
100
FTNTFORTINET INC
6,912$432K0.19%
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