BFSG, LLC Q2 2020 Filing

Filed July 22, 2020

Portfolio Value

$463.9M

Holdings

165

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
1
IEIISHARES TR
156,047$20.9M4.50%
2
GQ9SPDR GOLD TRUST
100,391$16.8M3.62%
3
SHYISHARES TR
155,788$13.5M2.91%
4
MSFTMICROSOFT CORP
62,452$12.7M2.74%
5
IEFISHARES TR
93,104$11.3M2.45%
6
AAPLAPPLE INC
28,716$10.5M2.26%
7
CHDCHURCH & DWIGHT INC
129,002$10.0M2.15%
8
NEENEXTERA ENERGY INC
40,879$9.8M2.12%
9
SCHZSCHWAB STRATEGIC TR
173,267$9.7M2.10%
10
VTIVANGUARD INDEX FDS
60,994$9.5M2.06%
11
SCHPSCHWAB STRATEGIC TR
151,819$9.1M1.96%
12
BACVERIZON COMMUNICATIONS INC
163,148$9.0M1.94%
13
CSXCSX CORP
124,738$8.7M1.88%
14
WIWWESTERN AST INFL LKD OPP & I
778,378$8.5M1.84%
15
CSCOCISCO SYS INC
181,416$8.5M1.82%
16
BNDXVANGUARD CHARLOTTE FDS
146,009$8.4M1.82%
17
IVVISHARES TR
26,099$8.1M1.74%
18
AGGISHARES TR
67,951$8.0M1.73%
19
CLCOLGATE PALMOLIVE CO
98,104$7.2M1.55%
20
VWOVANGUARD INTL EQUITY INDEX F
169,336$6.7M1.45%
21
PYPLPAYPAL HLDGS INC
37,402$6.5M1.40%
22
MRVLMARVELL TECHNOLOGY GROUP LTD
177,638$6.2M1.34%
23
JPSTJ P MORGAN EXCHANGE-TRADED F
122,316$6.2M1.34%
24
IAUUSDISHARES GOLD TRUST
350,480$6.0M1.28%
25
BDXBECTON DICKINSON & CO
24,551$5.9M1.27%
26
NSCNORFOLK SOUTHERN CORP
32,837$5.8M1.24%
27
VIGIVANGUARD WHITEHALL FDS
81,181$5.4M1.17%
28
HDHOME DEPOT INC
21,236$5.3M1.15%
29
AMZNAMAZON COM INC
1,881$5.2M1.12%
30
NVDANVIDIA CORP
12,688$4.8M1.04%
31
WYWEYERHAEUSER CO
212,260$4.8M1.03%
32
NUVNUVEEN MUN VALUE FD INC
465,121$4.7M1.02%
33
TTENTOTAL S.A.
119,034$4.6M0.99%
34
TJXTJX COS INC NEW
90,070$4.6M0.98%
35
INTCINTEL CORP
70,660$4.2M0.91%
36
USMVISHARES TR
69,120$4.2M0.90%
37
ADMARCHER DANIELS MIDLAND CO
102,722$4.1M0.88%
38
PCHPOTLATCHDELTIC CORPORATION
106,396$4.0M0.87%
39
COSTCOSTCO WHSL CORP NEW
12,763$3.9M0.83%
40
PGPROCTER & GAMBLE CO
31,973$3.8M0.82%
41
ACNACCENTURE PLC IRELAND
17,304$3.7M0.80%
42
PFEPFIZER INC
110,582$3.6M0.78%
43
SYYSYSCO CORP
63,157$3.5M0.74%
44
ESLTELBIT SYS LTD
24,446$3.4M0.72%
45
DOWDOW INC
78,393$3.2M0.69%
46
VOOVANGUARD INDEX FDS
11,191$3.2M0.68%
47
JNJJOHNSON & JOHNSON
22,533$3.2M0.68%
48
XOMEXXON MOBIL CORP
69,582$3.1M0.67%
49
MAMASTERCARD INC
10,337$3.1M0.66%
50
GILDGILEAD SCIENCES INC
37,954$2.9M0.63%
51
CMCSACOMCAST CORP NEW
73,590$2.9M0.62%
52
WMTWALMART INC
23,849$2.9M0.62%
53
LINLINDE PLC
13,008$2.8M0.59%
54
APHAMPHENOL CORP NEW
28,671$2.7M0.59%
55
SGOLABERDEEN STD GOLD ETF TR
159,478$2.7M0.59%
56
MRKMERCK & CO. INC
35,255$2.7M0.59%
57
DDOMINION ENERGY INC
33,553$2.7M0.59%
58
AMGNAMGEN INC
11,288$2.7M0.57%
59
FASTFASTENAL CO
62,078$2.7M0.57%
60
SHVISHARES TR
23,778$2.6M0.57%
61
BMYBRISTOL-MYERS SQUIBB CO
43,879$2.6M0.56%
62
ABBVABBVIE INC
25,544$2.5M0.54%
63
GOOGALPHABET INC
1,740$2.5M0.53%
64
BABAALIBABA GROUP HLDG LTD
11,212$2.4M0.52%
65
SYKSTRYKER CORP
13,017$2.3M0.51%
66
RYROYAL BK CDA
34,116$2.3M0.50%
67
JT5MUELLER WTR PRODS INC
242,085$2.3M0.49%
68
MDTMEDTRONIC PLC
23,842$2.2M0.47%
69
CRMSALESFORCE COM INC
11,120$2.1M0.45%
70
CVXCHEVRON CORP NEW
22,816$2.0M0.44%
71
NVONOVO-NORDISK A S
30,050$2.0M0.42%
72
NKENIKE INC
19,157$1.9M0.40%
73
KDPKEURIG DR PEPPER INC
65,845$1.9M0.40%
74
HDSUSDHD SUPPLY HLDGS INC
53,895$1.9M0.40%
75
0VVBVIACOMCBS INC
77,286$1.8M0.39%
76
JPMJPMORGAN CHASE & CO
18,841$1.8M0.38%
77
RYNRAYONIER INC
71,218$1.8M0.38%
78
IHDGWISDOMTREE TR
49,700$1.7M0.38%
79
GDGENERAL DYNAMICS CORP
11,387$1.7M0.37%
80
MCDMCDONALDS CORP
8,669$1.6M0.34%
81
AXPAMERICAN EXPRESS CO
16,753$1.6M0.34%
82
GSKGLAXOSMITHKLINE PLC
38,156$1.6M0.34%
83
FISVFISERV INC
15,455$1.5M0.33%
84
BCEBCE INC
36,027$1.5M0.32%
85
METAFACEBOOK INC
6,454$1.5M0.32%
86
JMSTJ P MORGAN EXCHANGE-TRADED F
28,530$1.5M0.31%
87
PNWPINNACLE WEST CAP CORP
19,615$1.4M0.31%
88
SCHMSCHWAB STRATEGIC TR
25,647$1.4M0.29%
89
MOG/AMOOG INC
24,389$1.3M0.28%
90
WMWASTE MGMT INC DEL
10,830$1.1M0.25%
91
VIGVANGUARD SPECIALIZED FUNDS
9,702$1.1M0.25%
92
AGCOAGCO CORP
20,398$1.1M0.24%
93
ELLAUDER ESTEE COS INC
5,202$982K0.21%
94
NFLXNETFLIX INC
2,005$912K0.20%
95
EDCONSOLIDATED EDISON INC
11,777$847K0.18%
96
ZMZOOM VIDEO COMMUNICATIONS IN
3,330$844K0.18%
97
BMRNBIOMARIN PHARMACEUTICAL INC
6,606$815K0.18%
98
CYBRCYBERARK SOFTWARE LTD
7,886$783K0.17%
99
HONHONEYWELL INTL INC
5,346$773K0.17%
100
BABOEING CO
4,136$758K0.16%
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