| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET | 30 | Q2 2024 | 4.8% |
| MICROSOFT CORP | 30 | Q2 2024 | 4.0% |
| VANGUARD TOTAL INTL BOND MKT | 30 | Q2 2024 | 3.6% |
| SCHWAB US TIPS ETF | 30 | Q2 2024 | 3.1% |
| ISHARES TRUST S&P | 30 | Q2 2024 | 2.6% |
| CHURCH & DWIGHT INC. | 30 | Q2 2024 | 2.3% |
| NEXTERA ENERGY INC. | 30 | Q2 2024 | 2.5% |
| Cisco Systems Inc | 30 | Q2 2024 | 2.0% |
| VANGUARD WHITEHALL FDS INC | 30 | Q2 2024 | 2.7% |
| NVIDIA CORPORATION | 30 | Q2 2024 | 3.0% |
View BFSG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-29 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-07 |
View BFSG, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.