BFSG, LLC Q3 2023 Filing

Filed October 20, 2023

Portfolio Value

$616.2M

Holdings

247

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (247 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
70,414$22.2M3.61%
2
SPYSPDR S&P 500 ETF TR
41,728$17.8M2.89%
3
AAPLAPPLE INC
100,707$17.2M2.80%
4
VTIVANGUARD INDEX FDS
80,346$17.1M2.77%
5
VDEVANGUARD WORLD FDS
92,799$11.8M1.91%
6
CHDCHURCH & DWIGHT CO INC
123,193$11.3M1.83%
7
BSVVANGUARD BD INDEX FDS
143,066$10.8M1.75%
8
DFEMDIMENSIONAL ETF TRUST
460,852$10.7M1.74%
9
IAU*ISHARES GOLD TR
305,861$10.7M1.74%
10
CSXCSX CORP
341,430$10.5M1.70%
11
FNVFRANCO NEV CORP
72,263$9.6M1.57%
12
XOMEXXON MOBIL CORP
78,254$9.2M1.49%
13
NVDANVIDIA CORPORATION
20,062$8.7M1.42%
14
TTENTOTALENERGIES SE
129,043$8.5M1.38%
15
K6BKBR INC
135,701$8.0M1.30%
16
SGOLABRDN GOLD ETF TRUST
429,934$7.6M1.23%
17
ADMARCHER DANIELS MIDLAND CO
99,588$7.5M1.22%
18
COSTCOSTCO WHSL CORP NEW
13,047$7.4M1.20%
19
WYWEYERHAEUSER CO MTN BE
227,366$7.0M1.13%
20
IVVISHARES TR
16,232$7.0M1.13%
21
BDXBECTON DICKINSON & CO
25,977$6.7M1.09%
22
SCHPSCHWAB STRATEGIC TR
131,298$6.6M1.08%
23
NSCNORFOLK SOUTHN CORP
33,072$6.5M1.06%
24
VWOVANGUARD INTL EQUITY INDEX F
165,488$6.5M1.05%
25
CLCOLGATE PALMOLIVE CO
88,101$6.3M1.02%
26
XLKSELECT SECTOR SPDR TR
35,654$5.8M0.95%
27
TJXTJX COS INC NEW
65,048$5.8M0.94%
28
PCHPOTLATCHDELTIC CORPORATION
125,032$5.7M0.92%
29
PFEPFIZER INC
168,804$5.6M0.91%
30
GOOGALPHABET INC
41,931$5.5M0.90%
31
NEENEXTERA ENERGY INC
93,996$5.4M0.87%
32
ACNACCENTURE PLC IRELAND
17,017$5.2M0.85%
33
BNDVANGUARD BD INDEX FDS
74,191$5.2M0.84%
34
HDHOME DEPOT INC
16,925$5.1M0.83%
35
GDGENERAL DYNAMICS CORP
23,025$5.1M0.83%
36
LINLINDE PLC
13,283$4.9M0.80%
37
VIGIVANGUARD WHITEHALL FDS
68,701$4.9M0.80%
38
AJGGALLAGHER ARTHUR J & CO
20,829$4.7M0.77%
39
KDPKEURIG DR PEPPER INC
147,836$4.7M0.76%
40
ESLTELBIT SYS LTD
23,379$4.6M0.75%
41
TAT&T INC
304,074$4.6M0.74%
42
APHAMPHENOL CORP NEW
53,960$4.5M0.74%
43
AMZNAMAZON COM INC
35,614$4.5M0.73%
44
CSCOCISCO SYS INC
84,216$4.5M0.73%
45
JPSTJ P MORGAN EXCHANGE TRADED F
89,858$4.5M0.73%
46
JPMJPMORGAN CHASE & CO
31,034$4.5M0.73%
47
MAMASTERCARD INCORPORATED
11,230$4.4M0.72%
48
CVXCHEVRON CORP NEW
26,121$4.4M0.71%
49
AVUVAMERICAN CENTY ETF TR
56,015$4.4M0.71%
50
PGPROCTER AND GAMBLE CO
29,530$4.3M0.70%
51
NVONOVO-NORDISK A S
46,718$4.2M0.69%
52
WIWWESTERN AST INFL LKD OPP & I
510,523$4.2M0.68%
53
IJSISHARES TR
46,876$4.2M0.68%
54
JNJJOHNSON & JOHNSON
26,069$4.1M0.66%
55
XLVSELECT SECTOR SPDR TR
31,354$4.0M0.66%
56
DOWDOW INC
78,090$4.0M0.65%
57
WMTWALMART INC
24,904$4.0M0.65%
58
ABBVABBVIE INC
26,158$3.9M0.63%
59
BNDXVANGUARD CHARLOTTE FDS
81,236$3.9M0.63%
60
UNHUNITEDHEALTH GROUP INC
7,510$3.8M0.61%
61
AMGNAMGEN INC
14,054$3.8M0.61%
62
BACVERIZON COMMUNICATIONS INC
116,278$3.8M0.61%
63
VXUSVANGUARD STAR FDS
70,388$3.8M0.61%
64
FULFULLER H B CO
51,378$3.5M0.57%
65
SYKSTRYKER CORPORATION
12,736$3.5M0.56%
66
FASTFASTENAL CO
63,391$3.5M0.56%
67
VOOVANGUARD INDEX FDS
8,674$3.4M0.55%
68
RTXRTX CORPORATION
46,793$3.4M0.55%
69
SCHZSCHWAB STRATEGIC TR
75,798$3.4M0.54%
70
RYROYAL BK CDA
37,091$3.2M0.53%
71
MRKMERCK & CO INC
31,038$3.2M0.52%
72
IHDGWISDOMTREE TR
81,470$3.2M0.51%
73
TDTFFLEXSHARES TR
136,095$3.1M0.51%
74
AXPAMERICAN EXPRESS CO
20,823$3.1M0.50%
75
VMCVULCAN MATLS CO
14,902$3.0M0.49%
76
MCDMCDONALDS CORP
11,219$3.0M0.48%
77
MOG/AMOOG INC
25,347$2.9M0.46%
78
JT5MUELLER WTR PRODS INC
224,348$2.8M0.46%
79
ADBEADOBE INC
5,559$2.8M0.46%
80
WMWASTE MGMT INC DEL
18,221$2.8M0.45%
81
XLYSELECT SECTOR SPDR TR
17,127$2.8M0.45%
82
PEPPEPSICO INC
15,431$2.6M0.42%
83
WBDWARNER BROS DISCOVERY INC
236,480$2.6M0.42%
84
TSLATESLA INC
10,210$2.6M0.41%
85
JMSTJ P MORGAN EXCHANGE TRADED F
50,475$2.5M0.41%
86
UPSUNITED PARCEL SERVICE INC
15,441$2.4M0.39%
87
MPMP MATERIALS CORP
124,008$2.4M0.38%
88
AGCOAGCO CORP
19,782$2.3M0.38%
89
APDAIR PRODS & CHEMS INC
8,071$2.3M0.37%
90
XLISELECT SECTOR SPDR TR
22,504$2.3M0.37%
91
XLFISELECT SECTOR SPDR TR
31,978$2.2M0.36%
92
SUSLISHARES TR
28,243$2.1M0.35%
93
RYNRAYONIER INC
74,819$2.1M0.35%
94
XLFSELECT SECTOR SPDR TR
63,474$2.1M0.34%
95
TMOTHERMO FISHER SCIENTIFIC INC
4,126$2.1M0.34%
96
SLVISHARES SILVER TR
101,740$2.1M0.34%
97
PAASPAN AMERN SILVER CORP
141,401$2.0M0.33%
98
NKENIKE INC
19,598$1.9M0.30%
99
LMTLOCKHEED MARTIN CORP
4,575$1.9M0.30%
100
BCEBCE INC
48,593$1.9M0.30%
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