BFSG, LLC Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$588.4M

Holdings

208

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (208 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
68,622$23.4M3.97%
2
AAPLAPPLE INC
108,233$21.0M3.57%
3
VTIVANGUARD INDEX FDS
72,342$15.9M2.71%
4
CHDCHURCH & DWIGHT CO INC
117,606$11.8M2.00%
5
CSXCSX CORP
329,606$11.2M1.91%
6
DFEMDIMENSIONAL ETF TRUST
451,183$10.9M1.84%
7
IAU*ISHARES GOLD TR
294,925$10.7M1.82%
8
FNVFRANCO NEV CORP
70,403$10.0M1.71%
9
VDEVANGUARD WORLD FDS
88,717$10.0M1.70%
10
BSVVANGUARD BD INDEX FDS
121,794$9.2M1.56%
11
NVDANVIDIA CORPORATION
19,652$8.3M1.41%
12
XOMEXXON MOBIL CORP
77,387$8.3M1.41%
13
K6BKBR INC
122,541$8.0M1.36%
14
IJSISHARES TR
83,826$8.0M1.35%
15
IVVISHARES TR
16,925$7.5M1.28%
16
SGOLABRDN GOLD ETF TRUST
387,167$7.1M1.21%
17
WYWEYERHAEUSER CO MTN BE
210,999$7.1M1.20%
18
ADMARCHER DANIELS MIDLAND CO
91,254$6.9M1.17%
19
COSTCOSTCO WHSL CORP NEW
12,467$6.7M1.14%
20
NEENEXTERA ENERGY INC
89,897$6.7M1.13%
21
NSCNORFOLK SOUTHN CORP
29,313$6.6M1.13%
22
TTENTOTALENERGIES SE
114,960$6.6M1.13%
23
SCHPSCHWAB STRATEGIC TR
125,699$6.6M1.12%
24
VWOVANGUARD INTL EQUITY INDEX F
157,483$6.4M1.09%
25
BDXBECTON DICKINSON & CO
24,083$6.4M1.08%
26
CLCOLGATE PALMOLIVE CO
78,615$6.1M1.03%
27
PCHPOTLATCHDELTIC CORPORATION
113,867$6.0M1.02%
28
PFEPFIZER INC
159,362$5.8M0.99%
29
AMZNAMAZON COM INC
43,016$5.6M0.95%
30
TJXTJX COS INC NEW
62,283$5.3M0.90%
31
LINLINDE PLC
13,343$5.1M0.86%
32
HDHOME DEPOT INC
16,340$5.1M0.86%
33
ACNACCENTURE PLC IRELAND
16,320$5.0M0.86%
34
GOOGALPHABET INC
41,445$5.0M0.85%
35
ESLTELBIT SYS LTD
23,347$4.9M0.83%
36
VIGIVANGUARD WHITEHALL FDS
64,700$4.9M0.83%
37
XLKSELECT SECTOR SPDR TR
27,474$4.8M0.81%
38
GDGENERAL DYNAMICS CORP
22,000$4.7M0.80%
39
JPSTJ P MORGAN EXCHANGE TRADED F
91,076$4.6M0.78%
40
WIWWESTERN AST INFL LKD OPP & I
514,543$4.6M0.77%
41
PGPROCTER AND GAMBLE CO
29,140$4.4M0.75%
42
TAT&T INC
275,852$4.4M0.75%
43
RTXRAYTHEON TECHNOLOGIES CORP
44,412$4.4M0.74%
44
MAMASTERCARD INCORPORATED
10,884$4.3M0.73%
45
APHAMPHENOL CORP NEW
50,070$4.3M0.72%
46
KDPKEURIG DR PEPPER INC
131,596$4.1M0.70%
47
CVXCHEVRON CORP NEW
26,134$4.1M0.70%
48
JNJJOHNSON & JOHNSON
24,507$4.1M0.69%
49
BACVERIZON COMMUNICATIONS INC
108,193$4.0M0.68%
50
JPMJPMORGAN CHASE & CO
27,192$4.0M0.67%
51
XLVSELECT SECTOR SPDR TR
29,718$3.9M0.67%
52
CSCOCISCO SYS INC
74,960$3.9M0.66%
53
SYKSTRYKER CORPORATION
12,646$3.9M0.66%
54
BNDXVANGUARD CHARLOTTE FDS
78,330$3.8M0.65%
55
DOWDOW INC
70,173$3.7M0.64%
56
WMTWALMART INC
23,719$3.7M0.63%
57
MRKMERCK & CO INC
31,163$3.6M0.61%
58
FASTFASTENAL CO
60,684$3.6M0.61%
59
VOOVANGUARD INDEX FDS
8,720$3.6M0.60%
60
UNHUNITEDHEALTH GROUP INC
7,378$3.5M0.60%
61
NVONOVO-NORDISK A S
21,720$3.5M0.60%
62
RYROYAL BK CDA
36,641$3.5M0.59%
63
JT5MUELLER WTR PRODS INC
212,078$3.4M0.59%
64
ABBVABBVIE INC
25,165$3.4M0.58%
65
NDQINVESCO QQQ TR
9,114$3.4M0.57%
66
VMCVULCAN MATLS CO
14,830$3.3M0.57%
67
SCHZSCHWAB STRATEGIC TR
71,422$3.3M0.56%
68
FULFULLER H B CO
45,945$3.3M0.56%
69
AXPAMERICAN EXPRESS CO
18,336$3.2M0.54%
70
TDTFFLEXSHARES TR
134,568$3.2M0.54%
71
MCDMCDONALDS CORP
10,340$3.1M0.52%
72
AMGNAMGEN INC
13,505$3.0M0.51%
73
IHDGWISDOMTREE TR
74,426$3.0M0.51%
74
WMWASTE MGMT INC DEL
16,708$2.9M0.49%
75
PEPPEPSICO INC
14,776$2.7M0.47%
76
JMSTJ P MORGAN EXCHANGE TRADED F
53,995$2.7M0.46%
77
TSLATESLA INC
10,213$2.7M0.45%
78
SPYSPDR S&P 500 ETF TR
5,966$2.6M0.45%
79
ADBEADOBE SYSTEMS INCORPORATED
5,347$2.6M0.44%
80
AGCOAGCO CORP
19,334$2.5M0.43%
81
MOG/AMOOG INC
23,054$2.5M0.42%
82
MPMP MATERIALS CORP
109,251$2.5M0.42%
83
UPSUNITED PARCEL SERVICE INC
13,813$2.5M0.42%
84
WBDWARNER BROS DISCOVERY INC
183,536$2.3M0.39%
85
VXUSVANGUARD STAR FDS
40,903$2.3M0.39%
86
BNDVANGUARD BD INDEX FDS
31,006$2.3M0.38%
87
XLYSELECT SECTOR SPDR TR
12,806$2.2M0.37%
88
NKENIKE INC
19,604$2.2M0.37%
89
SUSLISHARES TR
27,849$2.2M0.37%
90
XLFISELECT SECTOR SPDR TR
29,059$2.2M0.37%
91
SLVISHARES SILVER TR
102,157$2.1M0.36%
92
LMTLOCKHEED MARTIN CORP
4,559$2.1M0.36%
93
RYNRAYONIER INC
66,822$2.1M0.36%
94
BCEBCE INC
45,752$2.1M0.35%
95
TMOTHERMO FISHER SCIENTIFIC INC
3,972$2.1M0.35%
96
PAASPAN AMERN SILVER CORP
141,203$2.1M0.35%
97
APDAIR PRODS & CHEMS INC
6,712$2.0M0.34%
98
DDDUPONT DE NEMOURS INC
27,841$2.0M0.34%
99
XLISELECT SECTOR SPDR TR
15,897$1.7M0.29%
100
SCHGSCHWAB STRATEGIC TR
22,431$1.7M0.29%
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