Long-term investor
Blom & Howell Financial Planning, Inc. @blomhowellfinancialplann
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002136102).
Record
- Tracked since 2026-03-31 (182 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 9.9% · long · since 2026-03-31
- JPST · 8.4% · long · since 2026-03-31
- VUSB · 8.3% · long · since 2026-03-31
- CGDV · 7.3% · long · since 2026-03-31
- CGGO · 7.1% · long · since 2026-03-31
- VIG · 7.0% · long · since 2026-03-31
- RDVY · 6.3% · long · since 2026-03-31
- BIV · 4.1% · long · since 2026-03-31
- VTV · 3.4% · long · since 2026-03-31
- TBUX · 2.8% · long · since 2026-03-31
- VUG · 2.6% · long · since 2026-03-31
- CGMS · 2.3% · long · since 2026-03-31