BFSG, LLC Q3 2020 Filing

Filed November 4, 2020

Portfolio Value

$536.9M

Holdings

182

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
1
IEIISHARES TR
137,055$18.3M3.41%
2
GQ9SPDR GOLD TR
100,160$17.7M3.30%
3
AAPLAPPLE INC
115,334$13.4M2.49%
4
MSFTMICROSOFT CORP
61,496$12.9M2.41%
5
CHDCHURCH & DWIGHT INC
128,958$12.1M2.25%
6
NEENEXTERA ENERGY INC
42,974$11.9M2.22%
7
IEFISHARES TR
97,919$11.9M2.22%
8
SCHZSCHWAB STRATEGIC TR
192,323$10.8M2.01%
9
VTIVANGUARD INDEX FDS
62,907$10.7M2.00%
10
IAUUSDISHARES GOLD TRUST
553,790$10.0M1.86%
11
BACVERIZON COMMUNICATIONS INC
162,545$9.7M1.80%
12
CSXCSX CORP
124,342$9.7M1.80%
13
SHYISHARES TR
110,709$9.6M1.78%
14
SCHPSCHWAB STRATEGIC TR
153,489$9.5M1.76%
15
PYPLPAYPAL HLDGS INC
46,884$9.2M1.72%
16
BNDXVANGUARD CHARLOTTE FDS
153,116$8.9M1.66%
17
WIWWESTERN AST INFL LKD OPP & I
776,438$8.7M1.63%
18
IVVISHARES TR
25,414$8.5M1.59%
19
CLCOLGATE PALMOLIVE CO
109,399$8.4M1.57%
20
AGGISHARES TR
69,760$8.2M1.53%
21
PNWPINNACLE WEST CAP CORP
102,075$7.6M1.42%
22
CSCOCISCO SYS INC
187,829$7.4M1.38%
23
VWOVANGUARD INTL EQUITY INDEX F
169,028$7.3M1.36%
24
NSCNORFOLK SOUTHN CORP
32,815$7.0M1.31%
25
MRVLMARVELL TECHNOLOGY GROUP LTD
175,118$7.0M1.29%
26
CVSCVS HEALTH CORP
114,198$6.7M1.24%
27
FNVFRANCO NEV CORP
46,612$6.5M1.21%
28
WYWEYERHAEUSER CO MTN BE
224,067$6.4M1.19%
29
NVDANVIDIA CORPORATION
11,466$6.2M1.16%
30
AMZNAMAZON COM INC
1,889$5.9M1.11%
31
BDXBECTON DICKINSON & CO
24,712$5.8M1.07%
32
HDHOME DEPOT INC
20,457$5.7M1.06%
33
VIGIVANGUARD WHITEHALL FDS
77,013$5.5M1.03%
34
JPSTJ P MORGAN EXCHANGE-TRADED F
106,929$5.4M1.01%
35
NUVNUVEEN MUN VALUE FD INC
503,281$5.4M1.00%
36
GENNORTONLIFELOCK INC
244,840$5.1M0.95%
37
PCHPOTLATCHDELTIC CORPORATION
121,171$5.1M0.95%
38
ADMARCHER DANIELS MIDLAND CO
108,642$5.1M0.94%
39
TJXTJX COS INC NEW
88,020$4.9M0.91%
40
COSTCOSTCO WHSL CORP NEW
12,943$4.6M0.86%
41
PGPROCTER AND GAMBLE CO
31,581$4.4M0.82%
42
USMVISHARES TR
67,345$4.3M0.80%
43
MAMASTERCARD INCORPORATED
12,316$4.2M0.78%
44
TTENTOTAL SE
120,304$4.1M0.77%
45
PFEPFIZER INC
111,058$4.1M0.76%
46
SYYSYSCO CORP
63,136$3.9M0.73%
47
ACNACCENTURE PLC IRELAND
17,033$3.8M0.72%
48
DOWDOW INC
78,880$3.7M0.69%
49
INTCINTEL CORP
68,400$3.5M0.66%
50
JNJJOHNSON & JOHNSON
23,617$3.5M0.65%
51
WMTWALMART INC
24,899$3.5M0.65%
52
CMCSACOMCAST CORP NEW
72,465$3.4M0.62%
53
BABAALIBABA GROUP HLDG LTD
11,180$3.3M0.61%
54
LINLINDE PLC
13,411$3.2M0.59%
55
CRMSALESFORCE COM INC
12,320$3.1M0.58%
56
APHAMPHENOL CORP NEW
28,438$3.1M0.57%
57
ESLTELBIT SYS LTD
24,584$3.0M0.55%
58
MRKMERCK & CO. INC
35,315$2.9M0.55%
59
AMGNAMGEN INC
11,399$2.9M0.54%
60
SGOLABERDEEN STD GOLD ETF TR
159,400$2.9M0.54%
61
FASTFASTENAL CO
62,386$2.8M0.52%
62
SYKSTRYKER CORPORATION
12,932$2.7M0.50%
63
GOOGALPHABET INC
1,773$2.6M0.49%
64
MDC1USDM D C HLDGS INC
53,980$2.5M0.47%
65
JT5MUELLER WTR PRODS INC
243,055$2.5M0.47%
66
RYROYAL BK CDA
35,541$2.5M0.46%
67
MBBISHARES TR
22,505$2.5M0.46%
68
MDTMEDTRONIC PLC
23,765$2.5M0.46%
69
XOMEXXON MOBIL CORP
71,920$2.5M0.46%
70
JMSTJ P MORGAN EXCHANGE-TRADED F
48,295$2.5M0.46%
71
NKENIKE INC
18,814$2.4M0.44%
72
FULFULLER H B CO
49,710$2.3M0.42%
73
VCSHVANGUARD SCOTTSDALE FDS
27,407$2.3M0.42%
74
ABBVABBVIE INC
25,866$2.3M0.42%
75
HDSUSDHD SUPPLY HLDGS INC
53,740$2.2M0.41%
76
0VVBVIACOMCBS INC
77,712$2.2M0.41%
77
NVONOVO-NORDISK A S
29,213$2.0M0.38%
78
MCDMCDONALDS CORP
8,769$1.9M0.36%
79
JPMJPMORGAN CHASE & CO
19,983$1.9M0.36%
80
RYNRAYONIER INC
71,054$1.9M0.35%
81
KDPKEURIG DR PEPPER INC
67,410$1.9M0.35%
82
IHDGWISDOMTREE TR
50,720$1.9M0.35%
83
RTXRAYTHEON TECHNOLOGIES CORP
32,154$1.9M0.34%
84
SHVISHARES TR
16,435$1.8M0.34%
85
AXPAMERICAN EXPRESS CO
16,928$1.7M0.32%
86
METAFACEBOOK INC
6,457$1.7M0.31%
87
CVXCHEVRON CORP NEW
22,882$1.6M0.31%
88
FISVFISERV INC
15,860$1.6M0.30%
89
MOG/AMOOG INC
24,389$1.5M0.29%
90
VOOVANGUARD INDEX FDS
5,030$1.5M0.29%
91
AGCOAGCO CORP
20,358$1.5M0.28%
92
GSKGLAXOSMITHKLINE PLC
38,116$1.4M0.27%
93
WMWASTE MGMT INC DEL
12,595$1.4M0.27%
94
SCHMSCHWAB STRATEGIC TR
25,259$1.4M0.26%
95
RIORIO TINTO PLC
22,220$1.3M0.25%
96
BCEBCE INC
31,549$1.3M0.24%
97
TTWOTAKE-TWO INTERACTIVE SOFTWAR
7,710$1.3M0.24%
98
VIGVANGUARD SPECIALIZED FUNDS
9,090$1.2M0.22%
99
SAICSCIENCE APPLICATIONS INTL CO
14,895$1.2M0.22%
100
CMCCOMMERCIAL METALS CO
58,235$1.2M0.22%
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