BFSG, LLC Q2 2022 Filing

Filed August 4, 2022

Portfolio Value

$554.3M

Holdings

189

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
79,770$15.0M2.71%
2
AAPLAPPLE INC
108,155$14.8M2.67%
3
MSFTMICROSOFT CORP
54,943$14.1M2.55%
4
WIWWESTERN AST INFL LKD OPP & I
1,092,953$11.5M2.08%
5
CHDCHURCH & DWIGHT CO INC
118,369$11.0M1.98%
6
FNVFRANCO NEV CORP
81,891$10.8M1.94%
7
SCHZSCHWAB STRATEGIC TR
224,907$10.8M1.94%
8
IAU*ISHARES GOLD TR
311,404$10.7M1.93%
9
SCHPSCHWAB STRATEGIC TR
181,861$10.1M1.83%
10
CSXCSX CORP
344,305$10.0M1.81%
11
NEENEXTERA ENERGY INC
114,030$8.8M1.59%
12
VCSHVANGUARD SCOTTSDALE FDS
113,425$8.7M1.56%
13
VWOVANGUARD INTL EQUITY INDEX F
202,375$8.4M1.52%
14
BACVERIZON COMMUNICATIONS INC
156,079$7.9M1.43%
15
IJSISHARES TR
87,768$7.8M1.41%
16
ADMARCHER DANIELS MIDLAND CO
92,694$7.2M1.30%
17
MRVLMARVELL TECHNOLOGY INC
163,758$7.1M1.29%
18
WYWEYERHAEUSER CO MTN BE
212,041$7.0M1.27%
19
IVVISHARES TR
18,263$6.9M1.25%
20
NSCNORFOLK SOUTHN CORP
30,014$6.8M1.23%
21
CSCOCISCO SYS INC
159,688$6.8M1.23%
22
COSTCOSTCO WHSL CORP NEW
13,932$6.7M1.20%
23
NVDANVIDIA CORPORATION
42,796$6.5M1.17%
24
VDEVANGUARD WORLD FDS
64,332$6.4M1.15%
25
CLCOLGATE PALMOLIVE CO
79,787$6.4M1.15%
26
XOMEXXON MOBIL CORP
74,168$6.4M1.15%
27
JMSTJ P MORGAN EXCHANGE TRADED F
124,710$6.3M1.14%
28
WBDWARNER BROS DISCOVERY INC
462,380$6.2M1.12%
29
SPYSPDR S&P 500 ETF TR
16,378$6.2M1.11%
30
K6BKBR INC
124,972$6.0M1.09%
31
JPSTJ P MORGAN EXCHANGE TRADED F
118,944$6.0M1.07%
32
SGOLABRDN GOLD ETF TRUST
331,166$5.7M1.04%
33
ESLTELBIT SYS LTD
24,488$5.6M1.01%
34
BDXBECTON DICKINSON & CO
22,306$5.5M0.99%
35
0VVBPARAMOUNT GLOBAL
214,072$5.3M0.95%
36
IEFISHARES TR
49,520$5.1M0.91%
37
PCHPOTLATCHDELTIC CORPORATION
114,433$5.1M0.91%
38
GDGENERAL DYNAMICS CORP
22,113$4.9M0.88%
39
SYYSYSCO CORP
55,745$4.7M0.85%
40
PAASPAN AMERN SILVER CORP
226,783$4.5M0.80%
41
AMZNAMAZON COM INC
41,175$4.4M0.79%
42
ACNACCENTURE PLC IRELAND
15,684$4.4M0.79%
43
RTXRAYTHEON TECHNOLOGIES CORP
45,290$4.4M0.79%
44
RSPINVESCO EXCHANGE TRADED FD T
32,329$4.3M0.78%
45
HDHOME DEPOT INC
15,772$4.3M0.78%
46
GOOGALPHABET INC
1,939$4.2M0.77%
47
BNDXVANGUARD CHARLOTTE FDS
85,071$4.2M0.76%
48
FHBFIRST HAWAIIAN INC
184,438$4.2M0.76%
49
VIGIVANGUARD WHITEHALL FDS
60,914$4.2M0.75%
50
NUVNUVEEN MUN VALUE FD INC
460,945$4.1M0.74%
51
PGPROCTER AND GAMBLE CO
28,564$4.1M0.74%
52
JNJJOHNSON & JOHNSON
22,750$4.0M0.73%
53
BSVVANGUARD BD INDEX FDS
52,271$4.0M0.72%
54
DOWDOW INC
75,623$3.9M0.70%
55
LINLINDE PLC
13,413$3.9M0.70%
56
PFEPFIZER INC
73,102$3.8M0.69%
57
CVXCHEVRON CORP NEW
26,380$3.8M0.69%
58
SLVISHARES SILVER TR
201,909$3.8M0.68%
59
ABBVABBVIE INC
24,356$3.7M0.67%
60
TJXTJX COS INC NEW
66,058$3.7M0.67%
61
JPIEJ P MORGAN EXCHANGE TRADED F
78,125$3.6M0.65%
62
RYROYAL BK CDA
35,856$3.5M0.63%
63
MAMASTERCARD INCORPORATED
10,745$3.4M0.61%
64
IEIISHARES TR
28,297$3.4M0.61%
65
TAT&T INC
156,316$3.3M0.59%
66
MCDMCDONALDS CORP
13,060$3.2M0.58%
67
APHAMPHENOL CORP NEW
49,510$3.2M0.58%
68
JPMJPMORGAN CHASE & CO
26,998$3.0M0.55%
69
FASTFASTENAL CO
60,782$3.0M0.55%
70
WMTWALMART INC
24,416$3.0M0.54%
71
CVSCVS HEALTH CORP
31,322$2.9M0.52%
72
AMGNAMGEN INC
11,491$2.8M0.50%
73
FULFULLER H B CO
46,324$2.8M0.50%
74
JT5MUELLER WTR PRODS INC
227,366$2.7M0.48%
75
SHYISHARES TR
32,174$2.7M0.48%
76
MRKMERCK & CO INC
28,034$2.6M0.46%
77
WMWASTE MGMT INC DEL
16,694$2.6M0.46%
78
RYNRAYONIER INC
67,377$2.5M0.45%
79
UPSUNITED PARCEL SERVICE INC
13,696$2.5M0.45%
80
SYKSTRYKER CORPORATION
12,086$2.4M0.43%
81
AXPAMERICAN EXPRESS CO
17,243$2.4M0.43%
82
KDPKEURIG DR PEPPER INC
64,909$2.3M0.41%
83
CENTCENTRAL GARDEN & PET CO
52,441$2.2M0.40%
84
NVONOVO-NORDISK A S
19,323$2.2M0.39%
85
NTRNUTRIEN LTD
26,485$2.1M0.38%
86
NKENIKE INC
20,583$2.1M0.38%
87
IHDGWISDOMTREE TR
55,676$2.1M0.38%
88
VMCVULCAN MATLS CO
14,505$2.1M0.37%
89
UNHUNITEDHEALTH GROUP INC
3,878$2.0M0.36%
90
AGCOAGCO CORP
19,926$2.0M0.35%
91
MDTMEDTRONIC PLC
21,719$1.9M0.35%
92
FLWS1 800 FLOWERS COM INC
201,795$1.9M0.35%
93
PEPPEPSICO INC
11,437$1.9M0.34%
94
VNQVANGUARD INDEX FDS
20,830$1.9M0.34%
95
DDDUPONT DE NEMOURS INC
33,746$1.9M0.34%
96
MOG/AMOOG INC
23,517$1.9M0.34%
97
BNDVANGUARD BD INDEX FDS
24,405$1.8M0.33%
98
LMTLOCKHEED MARTIN CORP
4,146$1.8M0.32%
99
BCEBCE INC
35,949$1.8M0.32%
100
USMVISHARES TR
23,661$1.7M0.30%
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