BFSG, LLC Q4 2019 Filing

Filed January 29, 2020

Portfolio Value

$530.0M

Holdings

193

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
IEIISHARES TR
147,342$18.5M3.50%
2
SHYISHARES TR
175,365$14.8M2.80%
3
GQ9SPDR GOLD TRUST
95,698$13.7M2.58%
4
VTIVANGUARD INDEX FDS
82,179$13.4M2.54%
5
MSFTMICROSOFT CORP
72,838$11.5M2.17%
6
NEENEXTERA ENERGY INC
45,629$11.0M2.08%
7
PYPLPAYPAL HLDGS INC
98,649$10.7M2.01%
8
CSXCSX CORP
142,595$10.3M1.95%
9
SCHZSCHWAB STRATEGIC TR
188,895$10.1M1.90%
10
CSCOCISCO SYS INC
206,272$9.9M1.87%
11
WIWWESTERN AST INFL LKD OPP & I
816,663$9.4M1.78%
12
CHDCHURCH & DWIGHT INC
133,907$9.4M1.78%
13
BNDXVANGUARD CHARLOTTE FDS
163,510$9.3M1.75%
14
AAPLAPPLE INC
30,862$9.1M1.71%
15
SCHPSCHWAB STRATEGIC TR
155,477$8.8M1.66%
16
IVVISHARES TR
26,397$8.5M1.61%
17
IJRISHARES TR
90,481$7.6M1.43%
18
NSCNORFOLK SOUTHERN CORP
37,612$7.3M1.38%
19
WYWEYERHAEUSER CO
241,916$7.3M1.38%
20
VCSHVANGUARD SCOTTSDALE FDS
88,829$7.2M1.36%
21
BDXBECTON DICKINSON & CO
26,231$7.1M1.35%
22
SYYSYSCO CORP
79,162$6.8M1.28%
23
VIGIVANGUARD WHITEHALL FDS INC
90,050$6.5M1.22%
24
TAT&T INC
151,714$5.9M1.12%
25
PCHPOTLATCHDELTIC CORPORATION
134,688$5.8M1.10%
26
NUVNUVEEN MUN VALUE FD INC
534,866$5.7M1.08%
27
LKNCYLUCKIN COFFEE INC
143,445$5.6M1.07%
28
TJXTJX COS INC NEW
92,255$5.6M1.06%
29
MRVLMARVELL TECHNOLOGY GROUP LTD
211,830$5.6M1.06%
30
ADMARCHER DANIELS MIDLAND CO
120,479$5.6M1.05%
31
IEFISHARES TR
49,110$5.4M1.02%
32
VWOVANGUARD INTL EQUITY INDEX F
121,071$5.4M1.02%
33
SHVISHARES TR
48,313$5.3M1.01%
34
YUMCYUM CHINA HLDGS INC
105,655$5.1M0.96%
35
DOWDOW INC
89,346$4.9M0.92%
36
XOMEXXON MOBIL CORP
69,123$4.8M0.91%
37
HDHOME DEPOT INC
21,402$4.7M0.88%
38
WRBBERKLEY W R CORP
67,171$4.6M0.88%
39
ALSALLSTATE CORP
40,666$4.6M0.86%
40
USMVISHARES TR
66,641$4.4M0.82%
41
BACVERIZON COMMUNICATIONS INC
71,015$4.4M0.82%
42
ACNACCENTURE PLC IRELAND
20,589$4.3M0.82%
43
INTCINTEL CORP
71,275$4.3M0.80%
44
JPSTJP MORGAN EXCHANGE TRADED FD
84,536$4.3M0.80%
45
COSTCOSTCO WHSL CORP NEW
14,393$4.2M0.80%
46
TTENTOTAL S A
72,075$4.0M0.75%
47
PFEPFIZER INC
101,604$4.0M0.75%
48
PGPROCTER & GAMBLE CO
31,636$4.0M0.75%
49
ESLTELBIT SYS LTD
24,891$3.9M0.73%
50
MAMASTERCARD INC
12,371$3.7M0.70%
51
AMZNAMAZON COM INC
1,891$3.5M0.66%
52
NVDANVIDIA CORP
14,725$3.5M0.65%
53
VNQVANGUARD INDEX FDS
35,338$3.3M0.62%
54
JNJJOHNSON & JOHNSON
22,258$3.2M0.61%
55
MRKMERCK & CO INC
35,304$3.2M0.61%
56
MDTMEDTRONIC PLC
28,054$3.2M0.60%
57
VFCV F CORP
31,671$3.2M0.60%
58
APHAMPHENOL CORP NEW
29,056$3.1M0.59%
59
DDOMINION ENERGY INC
37,958$3.1M0.59%
60
CMCSACOMCAST CORP NEW
69,803$3.1M0.59%
61
JT5MUELLER WTR PRODS INC
252,890$3.0M0.57%
62
USBUS BANCORP DEL
50,083$3.0M0.56%
63
GILDGILEAD SCIENCES INC
44,094$2.9M0.54%
64
SYKSTRYKER CORP
13,147$2.8M0.52%
65
AMGNAMGEN INC
11,353$2.7M0.52%
66
LINLINDE PLC
12,843$2.7M0.52%
67
RYROYAL BK CDA MONTREAL QUE
34,376$2.7M0.51%
68
WMTWALMART INC
22,489$2.7M0.50%
69
RYNRAYONIER INC
75,760$2.5M0.47%
70
UTXZUNITED TECHNOLOGIES CORP
16,369$2.5M0.46%
71
JPMJPMORGAN CHASE & CO
17,189$2.4M0.45%
72
ATVIEURACTIVISION BLIZZARD INC
39,990$2.4M0.45%
73
FASTFASTENAL CO
63,348$2.3M0.44%
74
CVSCVS HEALTH CORP
31,507$2.3M0.44%
75
GOOGALPHABET INC
1,721$2.3M0.43%
76
HDSUSDHD SUPPLY HLDGS INC
57,111$2.3M0.43%
77
ETNEATON CORP PLC
24,030$2.3M0.43%
78
ABBVABBVIE INC
25,190$2.2M0.42%
79
MOG/AMOOG INC
24,150$2.1M0.39%
80
TXTTEXTRON INC
45,935$2.0M0.39%
81
TWLOTWILIO INC
20,120$2.0M0.37%
82
AXPAMERICAN EXPRESS CO
15,569$1.9M0.37%
83
NKENIKE INC
19,131$1.9M0.37%
84
GSKGLAXOSMITHKLINE PLC
39,891$1.9M0.35%
85
CVXCHEVRON CORP NEW
15,270$1.8M0.35%
86
IJHISHARES TR
8,656$1.8M0.34%
87
NVONOVO-NORDISK A S
30,526$1.8M0.33%
88
IHDGWISDOMTREE TR
48,030$1.7M0.33%
89
ACWXISHARES TR
35,298$1.7M0.33%
90
BCEBCE INC
37,097$1.7M0.32%
91
CRMSALESFORCE COM INC
10,555$1.7M0.32%
92
MCDMCDONALDS CORP
8,398$1.7M0.31%
93
AGCOAGCO CORP
20,853$1.6M0.30%
94
MDYSPDR S&P MIDCAP 400 ETF TR
3,850$1.4M0.27%
95
RTN1USDRAYTHEON CO
6,325$1.4M0.26%
96
BKBANK NEW YORK MELLON CORP
27,296$1.4M0.26%
97
CHRWC H ROBINSON WORLDWIDE INC
17,309$1.4M0.26%
98
GDGENERAL DYNAMICS CORP
7,577$1.3M0.25%
99
XYLXYLEM INC
16,510$1.3M0.25%
100
METAFACEBOOK INC
6,316$1.3M0.24%
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