BFSG, LLC Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$789K

Holdings

618

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (618 positions)

#StockSharesValue% PortfolioType
101
JMSTJ P MORGAN EXCHANGE TRADED F
45,660$2K0.25%
102
DDDUPONT DE NEMOURS INC
25,188$2K0.25%
103
PEPPEPSICO INC
12,662$2K0.25%
104
CYBRCYBERARK SOFTWARE LTD
8,491$2K0.25%
105
OREALTY INCOME CORP
54,039$2K0.25%
106
LLYELI LILLY & CO
2,610$2K0.25%
107
SHOPSHOPIFY INC
38,041$2K0.25%
108
GOOGLALPHABET INC
11,493$2K0.25%
109
DFLVDIMENSIONAL ETF TRUST
72,330$2K0.25%
110
IQLTISHARES TR
63,317$2K0.25%
111
SLVISHARES SILVER TR
92,461$2K0.25%
112
LMTLOCKHEED MARTIN CORP
4,621$2K0.25%
113
DUKDUKE ENERGY CORP NEW
10,752$1K0.13%
114
FBCGFIDELITY COVINGTON TRUST
42,458$1K0.13%
115
XMHQINVESCO EXCHANGE TRADED FD T
18,452$1K0.13%
116
CNRCANADIAN NATL RY CO
16,003$1K0.13%
117
SCHMSCHWAB STRATEGIC TR
18,000$1K0.13%
118
CSCOCISCO SYS INC
21,608$1K0.13%
119
IAGGISHARES TR
32,859$1K0.13%
120
A4SAMERIPRISE FINL INC
3,957$1K0.13%
121
XLESELECT SECTOR SPDR TR
14,264$1K0.13%
122
SCHXSCHWAB STRATEGIC TR
15,760$1K0.13%
123
ITWILLINOIS TOOL WKS INC
6,391$1K0.13%
124
WBDWARNER BROS DISCOVERY INC
241,313$1K0.13%
125
NKENIKE INC
22,309$1K0.13%
126
CCOCAMECO CORP
25,310$1K0.13%
127
ARESARES MANAGEMENT CORPORATION
8,068$1K0.13%
128
VCSHVANGUARD SCOTTSDALE FDS
13,288$1K0.13%
129
ASMLASML HOLDING N V
1,327$1K0.13%
130
IJTISHARES TR
14,642$1K0.13%
131
INTUINTUIT
1,597$1K0.13%
132
SCHDSCHWAB STRATEGIC TR
18,261$1K0.13%
133
SHVISHARES TR
13,885$1K0.13%
134
NTRNUTRIEN LTD
28,732$1K0.13%
135
ANETEURARISTA NETWORKS INC
3,414$1K0.13%
136
CAVACAVA GROUP INC
13,922$1K0.13%
137
VIGVANGUARD SPECIALIZED FUNDS
6,247$1K0.13%
138
TDTFFLEXSHARES TR
78,814$1K0.13%
139
AGCOAGCO CORP
17,851$1K0.13%
140
FICOFAIR ISAAC CORP
856$1K0.13%
141
KNXKNIGHT-SWIFT TRANSN HLDGS IN
27,322$1K0.13%
142
ATOATMOS ENERGY CORP
11,675$1K0.13%
143
VSGXVANGUARD WORLD FD
32,751$1K0.13%
144
METAMETA PLATFORMS INC
2,547$1K0.13%
145
XLBSELECT SECTOR SPDR TR
13,556$1K0.13%
146
TMUST-MOBILE US INC
5,845$1K0.13%
147
BROSDUTCH BROS INC
27,630$1K0.13%
148
ISTBISHARES TR
2,582$00.00%
149
COCOVITA COCO CO INC
15$00.00%
150
PMCBPHARMACYTE BIOTECH INC
5$00.00%
151
UBERUBER TECHNOLOGIES INC
500$00.00%
152
VYMVANGUARD WHITEHALL FDS
6,128$00.00%
153
VBVANGUARD INDEX FDS
269$00.00%
154
JXC1ZIFF DAVIS INC
771$00.00%
155
CRMSALESFORCE INC
3,871$00.00%
156
GMGENERAL MTRS CO
583$00.00%
157
LHXL3HARRIS TECHNOLOGIES INC
105$00.00%
158
FPHFIVE POINT HOLDINGS LLC
38,885$00.00%
159
IBMINTERNATIONAL BUSINESS MACHS
885$00.00%
160
ENZBENZO BIOCHEM INC
2,813$00.00%
161
CLSCELESTICA INC
450$00.00%
162
PFFISHARES TR
300$00.00%
163
TIPISHARES TR
491$00.00%
164
GOGLGOLDEN OCEAN GROUP LTD
25,000$00.00%
165
FFC0OAKTREE SPECIALTY LENDING CO
2,679$00.00%
166
RCKTROCKET PHARMACEUTICALS INC
200$00.00%
167
KOCOCA COLA CO
4,473$00.00%
168
AFLAFLAC INC
2,520$00.00%
169
INTCINTEL CORP
1,633$00.00%
170
TLTISHARES TR
25$00.00%
171
VFHVANGUARD WORLD FD
427$00.00%
172
CIBRFIRST TR EXCHANGE TRADED FD
750$00.00%
173
AVDEAMERICAN CENTY ETF TR
60$00.00%
174
IMUXIMMUNIC INC
3,000$00.00%
175
RUSHARUSH ENTERPRISES INC
2,616$00.00%
176
AMBPARDAGH METAL PACKAGING S A
44,650$00.00%
177
INSWINTERNATIONAL SEAWAYS INC
2,391$00.00%
178
FDXFEDEX CORP
764$00.00%
179
CCIVGBPLUCID GROUP INC
45$00.00%
180
REGNREGENERON PHARMACEUTICALS
25$00.00%
181
TAPMOLSON COORS BEVERAGE CO
4,418$00.00%
182
FT2FIRST HORIZON CORPORATION
13,080$00.00%
1832,000$00.00%
184
PHPARKER-HANNIFIN CORP
41$00.00%
185
LDILOANDEPOT INC
1,000$00.00%
186
ROCKGIBRALTAR INDS INC
1,661$00.00%
187
ESTCELASTIC N V
10$00.00%
188
VBRVANGUARD INDEX FDS
629$00.00%
189
PDCOEURPATTERSON COS INC
11,325$00.00%
190
VTEBVANGUARD MUN BD FDS
1,865$00.00%
191
CMGCHIPOTLE MEXICAN GRILL INC
14,151$00.00%
192
DOWDOW INC
1,915$00.00%
193
CCKCROWN HLDGS INC
2,575$00.00%
194
AQLTISHARES TR
165$00.00%
195
ORCLORACLE CORP
179$00.00%
196
LENLENNAR CORP
150$00.00%
197
LILI AUTO INC
300$00.00%
198
LUMNLUMEN TECHNOLOGIES INC
2,843$00.00%
199
NACNUVEEN CA QUALTY MUN INCOME
800$00.00%
200
LENLENNAR CORP
22$00.00%
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