CIK 1706836
BFSG, LLC
Institutional 13F holdings & portfolio
Holdings
714
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 121K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 384K | $1M+ | SH |
| IVV | ISHARES TR | 41K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 58K | $1M+ | SH |
| NEM | NEWMONT CORP | 273K | $1M+ | SH |
| AAPL | APPLE INC | 82K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 497K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 180K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 232K | $1M+ | SH |
| GLD | SPDR GOLD TR | 41K | $1M+ | SH |
| RTX | RTX CORPORATION | 89K | $1M+ | SH |
| GOOG | ALPHABET INC | 51K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 407K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 96K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 233K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 239K | $1M+ | SH |
| AMZN | AMAZON COM INC | 47K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 132K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| CSX | CSX CORP | 269K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 70K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 101K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 320K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 26K | $1M+ | SH |
| NI | NISOURCE INC | 199K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 28K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 26K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 64K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 9K | $1M+ | SH |
| TJX | TJX COS INC NEW | 50K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 30K | $1M+ | SH |
| SONY | SONY GROUP CORP | 285K | $1M+ | SH |
| TXT | TEXTRON INC | 83K | $1M+ | SH |
| PNR | PENTAIR PLC | 70K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 131K | $1M+ | SH |
| AMRZ | AMRIZE LTD | 133K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 19K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 188K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 20K | $1M+ | SH |
| SHV | ISHARES TR | 63K | $1M+ | SH |
| T | AT&T INC | 276K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 85K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 12K | $1M+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 274K | $1M+ | SH |
| TR | TOOTSIE ROLL INDS INC | 175K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 79K | $1M+ | SH |
| SO | SOUTHERN CO | 72K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 74K | $1M+ | SH |
| IQLT | ISHARES TR | 136K | $1M+ | SH |
| FXI | ISHARES TR | 159K | $1M+ | SH |