BFSG, LLC Q4 2022 Filing

Filed February 2, 2023

Portfolio Value

$499.4M

Holdings

185

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
74,120$14.2M2.84%
2
AAPLAPPLE INC
103,305$13.4M2.69%
3
MSFTMICROSOFT CORP
53,940$12.9M2.59%
4
CSXCSX CORP
336,676$10.4M2.09%
5
IAU*ISHARES GOLD TR
285,271$9.9M1.98%
6
FNVFRANCO NEV CORP
70,854$9.7M1.94%
7
DFEMDIMENSIONAL ETF TRUST
424,144$9.5M1.91%
8
CHDCHURCH & DWIGHT CO INC
117,919$9.5M1.90%
9
VDEVANGUARD WORLD FDS
78,127$9.5M1.90%
10
ADMARCHER DANIELS MIDLAND CO
91,671$8.5M1.70%
11
BSVVANGUARD BD INDEX FDS
112,132$8.4M1.69%
12
XOMEXXON MOBIL CORP
75,722$8.4M1.67%
13
SPYSPDR S&P 500 ETF TR
20,354$7.8M1.56%
14
IVVISHARES TR
19,931$7.7M1.53%
15
NEENEXTERA ENERGY INC
89,697$7.5M1.50%
16
NSCNORFOLK SOUTHN CORP
29,441$7.3M1.45%
17
TTENTOTALENERGIES SE
116,295$7.2M1.45%
18
IJSISHARES TR
75,609$6.9M1.38%
19
K6BKBR INC
124,585$6.6M1.32%
20
WYWEYERHAEUSER CO MTN BE
209,997$6.5M1.30%
21
COSTCOSTCO WHSL CORP NEW
13,830$6.3M1.26%
22
CLCOLGATE PALMOLIVE CO
79,250$6.2M1.25%
23
VWOVANGUARD INTL EQUITY INDEX F
153,260$6.0M1.20%
24
SCHPSCHWAB STRATEGIC TR
112,964$5.8M1.17%
25
BDXBECTON DICKINSON & CO
22,202$5.6M1.13%
26
GDGENERAL DYNAMICS CORP
22,139$5.5M1.10%
27
WIWWESTERN AST INFL LKD OPP & I
595,403$5.4M1.09%
28
JPSTJ P MORGAN EXCHANGE TRADED F
103,850$5.2M1.04%
29
PCHPOTLATCHDELTIC CORPORATION
114,271$5.0M1.01%
30
TJXTJX COS INC NEW
62,665$5.0M1.00%
31
HDHOME DEPOT INC
15,650$4.9M0.99%
32
CVXCHEVRON CORP NEW
25,135$4.5M0.90%
33
RTXRAYTHEON TECHNOLOGIES CORP
44,103$4.5M0.89%
34
PGPROCTER AND GAMBLE CO
28,353$4.3M0.86%
35
LINLINDE PLC
13,093$4.3M0.86%
36
SGOLABRDN GOLD ETF TRUST
241,431$4.2M0.84%
37
ACNACCENTURE PLC IRELAND
15,690$4.2M0.84%
38
VIGIVANGUARD WHITEHALL FDS
59,176$4.1M0.82%
39
JNJJOHNSON & JOHNSON
23,289$4.1M0.82%
40
BACVERIZON COMMUNICATIONS INC
102,166$4.0M0.81%
41
ABBVABBVIE INC
24,786$4.0M0.80%
42
ESLTELBIT SYS LTD
24,165$4.0M0.79%
43
MAMASTERCARD INCORPORATED
11,125$3.9M0.77%
44
PFEPFIZER INC
73,396$3.8M0.75%
45
APHAMPHENOL CORP NEW
48,830$3.7M0.74%
46
JPMJPMORGAN CHASE & CO
26,460$3.5M0.71%
47
DOWDOW INC
69,801$3.5M0.70%
48
WMTWALMART INC
24,365$3.5M0.69%
49
GOOGALPHABET INC
38,565$3.4M0.69%
50
CSCOCISCO SYS INC
71,460$3.4M0.68%
51
RYROYAL BK CDA SUSTAINABL
35,580$3.3M0.67%
52
NVDANVIDIA CORPORATION
22,803$3.3M0.67%
53
FULFULLER H B CO
46,406$3.3M0.67%
54
AMZNAMAZON COM INC
39,448$3.3M0.66%
55
MRKMERCK & CO INC
28,925$3.2M0.64%
56
FHBFIRST HAWAIIAN INC
122,648$3.2M0.64%
57
JMSTJ P MORGAN EXCHANGE TRADED F
62,535$3.2M0.63%
58
XLVSELECT SECTOR SPDR TR
23,075$3.1M0.63%
59
BNDXVANGUARD CHARLOTTE FDS
65,296$3.1M0.62%
60
VOOVANGUARD INDEX FDS
8,738$3.1M0.61%
61
AMGNAMGEN INC
11,592$3.0M0.61%
62
SCHZSCHWAB STRATEGIC TR
66,584$3.0M0.61%
63
TDTFFLEXSHARES TR
128,528$3.0M0.61%
64
SYKSTRYKER CORPORATION
12,258$3.0M0.60%
65
CVSCVS HEALTH CORP
31,256$2.9M0.58%
66
FASTFASTENAL CO
59,504$2.8M0.56%
67
AGCOAGCO CORP
19,597$2.7M0.54%
68
AXPAMERICAN EXPRESS CO
17,994$2.7M0.53%
69
WMWASTE MGMT INC DEL
16,792$2.6M0.53%
70
MCDMCDONALDS CORP
9,783$2.6M0.52%
71
TAT&T INC
138,577$2.6M0.51%
72
VMCVULCAN MATLS CO
14,420$2.5M0.51%
73
NVONOVO-NORDISK A S
18,468$2.5M0.50%
74
UNHUNITEDHEALTH GROUP INC
4,621$2.5M0.49%
75
PEPPEPSICO INC
13,354$2.4M0.48%
76
UPSUNITED PARCEL SERVICE INC
13,706$2.4M0.48%
77
KDPKEURIG DR PEPPER INC
65,630$2.3M0.47%
78
0VVBPARAMOUNT GLOBAL
137,315$2.3M0.46%
79
JT5MUELLER WTR PRODS INC
212,907$2.3M0.46%
80
PAASPAN AMERN SILVER CORP
138,848$2.3M0.45%
81
NKENIKE INC
19,315$2.3M0.45%
82
SLVISHARES SILVER TR
102,582$2.3M0.45%
83
RYNRAYONIER INC
67,304$2.2M0.44%
84
APDAIR PRODS & CHEMS INC
6,749$2.1M0.42%
85
LMTLOCKHEED MARTIN CORP
4,177$2.0M0.41%
86
MOG/AMOOG INC
23,156$2.0M0.41%
87
IHDGWISDOMTREE TR
55,164$2.0M0.39%
88
NTRNUTRIEN LTD
26,619$1.9M0.39%
89
DDDUPONT DE NEMOURS INC
27,905$1.9M0.38%
90
TMOTHERMO FISHER SCIENTIFIC INC
3,387$1.9M0.37%
91
BCEBCE INC
41,208$1.8M0.36%
92
XLKSELECT SECTOR SPDR TR
14,120$1.8M0.35%
93
WBDWARNER BROS DISCOVERY INC
182,910$1.7M0.35%
94
RIORIO TINTO PLC
24,305$1.7M0.35%
95
MDTMEDTRONIC PLC
21,761$1.7M0.34%
96
XLFISELECT SECTOR SPDR TR
22,285$1.7M0.33%
97
ELLAUDER ESTEE COS INC
6,683$1.7M0.33%
98
DUKDUKE ENERGY CORP NEW
14,610$1.5M0.30%
99
XLESELECT SECTOR SPDR TR
16,340$1.4M0.29%
100
HOLXHOLOGIC INC
19,042$1.4M0.29%
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