89 is the total number of securities Blankinship & Foster, LLC has owned. The longest Blankinship & Foster, LLC has owned a single stock is 28 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DBEF | DBX ETF TR | 28 | 28 | 7.73% | 17.79% | 31.64% | Q4 2016 | Q3 2023 | 28 |
VUG | VANGUARD INDEX FDS | 28 | 28 | 7.08% | 12.45% | 15.78% | Q4 2016 | Q3 2023 | 28 |
VDC | VANGUARD WORLD FDS | 28 | 28 | 5.41% | 9.59% | 17.12% | Q4 2016 | Q3 2023 | 28 |
VTI | VANGUARD INDEX FDS | 28 | 28 | 6.23% | 8.54% | 11.35% | Q4 2016 | Q3 2023 | 28 |
VO | VANGUARD INDEX FDS | 28 | 28 | 5.68% | 7.83% | 10.51% | Q4 2016 | Q3 2023 | 28 |
VWO | VANGUARD INTL EQUITY I... | 28 | 28 | 3.99% | 6.47% | 8.83% | Q4 2016 | Q3 2023 | 28 |
AAPL | APPLE INC | 28 | 28 | 0.64% | 1.20% | 2.01% | Q4 2016 | Q3 2023 | 28 |
VV | VANGUARD INDEX FDS | 28 | 28 | 0.66% | 1.07% | 1.86% | Q4 2016 | Q3 2023 | 28 |
SPY | SPDR S&P 500 ETF TR | 28 | 28 | 0.83% | 1.05% | 1.28% | Q4 2016 | Q3 2023 | 28 |
BRKB | BERKSHIRE HATHAWAY INC... | 28 | 28 | 0.56% | 0.80% | 1.10% | Q4 2016 | Q3 2023 | 28 |
IWF | ISHARES TR | 28 | 28 | 0.49% | 0.68% | 1.10% | Q4 2016 | Q3 2023 | 28 |
QCOM | QUALCOMM INC | 28 | 28 | 0.35% | 0.55% | 1.12% | Q4 2016 | Q3 2023 | 28 |
IWB | ISHARES TR | 28 | 28 | 0.18% | 0.43% | 0.75% | Q4 2016 | Q3 2023 | 28 |
KMI | KINDER MORGAN INC DEL | 28 | 28 | 0.16% | 0.37% | 0.77% | Q4 2016 | Q3 2023 | 28 |
GOOG | ALPHABET INC | 28 | 28 | 0.26% | 0.37% | 0.53% | Q4 2016 | Q3 2023 | 28 |
GOOGL | ALPHABET INC | 28 | 28 | 0.26% | 0.34% | 0.45% | Q4 2016 | Q3 2023 | 28 |
IWN | ISHARES TR | 28 | 28 | 0.09% | 0.19% | 0.50% | Q4 2016 | Q3 2023 | 28 |
VIG | VANGUARD SPECIALIZED P... | 28 | 28 | 0.10% | 0.16% | 0.22% | Q4 2016 | Q3 2023 | 28 |
MMP | MAGELLAN MIDSTREAM PRT... | 27 | 27 | 0.30% | 0.72% | 1.80% | Q4 2016 | Q2 2023 | 27 |
EFA | ISHARES TR | 19 | 1 | 0.12% | 2.29% | 4.68% | Q4 2016 | Q3 2023 | 26 |
VNQ | VANGUARD INDEX FDS | 26 | 26 | 0.08% | 0.18% | 0.32% | Q2 2017 | Q3 2023 | 26 |
VEU | VANGUARD INTL EQUITY I... | 25 | 25 | 9.57% | 13.20% | 17.00% | Q3 2017 | Q3 2023 | 25 |
SCHE | SCHWAB STRATEGIC TR | 25 | 25 | 0.19% | 0.74% | 1.32% | Q3 2017 | Q3 2023 | 25 |
MNOV | MEDICINOVA INC | 25 | 25 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q1 2023 | 25 |
EFAV | ISHARES TR | 24 | 24 | 0.10% | 0.17% | 0.22% | Q4 2017 | Q3 2023 | 24 |
JNJ | JOHNSON & JOHNSON | 21 | 1 | 0.18% | 0.27% | 0.39% | Q4 2016 | Q3 2023 | 22 |
SCHF | SCHWAB STRATEGIC TR | 22 | 22 | 0.10% | 0.24% | 0.34% | Q4 2016 | Q1 2022 | 22 |
AWR | AMER STATES WTR CO | 21 | 21 | 0.14% | 0.29% | 0.57% | Q3 2018 | Q3 2023 | 21 |
AWK | AMERICAN WTR WKS CO IN... | 21 | 21 | 0.08% | 0.14% | 0.18% | Q3 2018 | Q3 2023 | 21 |
HEFA | ISHARES TR | 20 | 20 | 0.77% | 5.51% | 9.04% | Q4 2018 | Q3 2023 | 20 |
AGG | ISHARES TR | 20 | 20 | 0.49% | 0.95% | 2.63% | Q4 2018 | Q3 2023 | 20 |
SCHB | SCHWAB STRATEGIC TR | 20 | 20 | 0.14% | 0.41% | 0.95% | Q4 2018 | Q3 2023 | 20 |
CAT | CATERPILLAR INC DEL | 13 | 1 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 20 |
MBB | ISHARES TR | 13 | 6 | 0.15% | 0.49% | 2.32% | Q4 2018 | Q3 2023 | 19 |
IYK | ISHARES TR | 14 | 5 | 0.13% | 0.21% | 0.31% | Q4 2018 | Q3 2023 | 19 |
IJH | ISHARES TR | 16 | 2 | 0.11% | 0.64% | 0.87% | Q2 2018 | Q3 2023 | 18 |
VBR | VANGUARD INDEX FDS | 11 | 1 | 0.08% | 2.27% | 4.50% | Q3 2017 | Q3 2023 | 17 |
MSFT | MICROSOFT CORP | 16 | 16 | 0.12% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 16 |
IVW | ISHARES TR | 15 | 15 | 0.42% | 0.76% | 1.00% | Q1 2020 | Q3 2023 | 15 |
IVE | ISHARES TR | 15 | 15 | 0.24% | 0.50% | 0.73% | Q1 2020 | Q3 2023 | 15 |
VHT | VANGUARD WORLD FDS | 15 | 15 | 0.20% | 0.39% | 0.47% | Q1 2020 | Q3 2023 | 15 |
IVV | ISHARES TR | 15 | 15 | 0.24% | 0.38% | 0.52% | Q1 2020 | Q3 2023 | 15 |
IGM | ISHARES TR | 15 | 15 | 0.10% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
IJS | ISHARES TR | 15 | 15 | 0.07% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
INTC | INTEL CORP | 15 | 15 | 0.08% | 0.12% | 0.17% | Q3 2018 | Q1 2022 | 15 |
IWR | ISHARES TR | 7 | 4 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q2 2022 | 15 |
EPD | ENTERPRISE PRODS PARTN... | 13 | 13 | 1.06% | 1.29% | 1.77% | Q4 2016 | Q4 2019 | 13 |
ABBV | ABBVIE INC | 13 | 13 | 0.62% | 0.80% | 1.05% | Q3 2020 | Q3 2023 | 13 |
ABT | ABBOTT LABS | 13 | 13 | 0.38% | 0.53% | 0.60% | Q3 2020 | Q3 2023 | 13 |
DTN | WISDOMTREE TR | 13 | 13 | 0.24% | 0.44% | 0.59% | Q4 2016 | Q4 2019 | 13 |
XLK | SELECT SECTOR SPDR TR | 13 | 13 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q3 2023 | 13 |
VXUS | VANGUARD STAR FDS | 7 | 5 | 0.09% | 0.50% | 2.84% | Q4 2018 | Q3 2023 | 12 |
DIA | SPDR DOW JONES INDL AV... | 12 | 12 | 0.14% | 0.15% | 0.21% | Q1 2017 | Q4 2019 | 12 |
XOM | EXXON MOBIL CORP | 7 | 5 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q3 2023 | 12 |
TSLA | TESLA MTRS INC | 10 | 10 | 0.29% | 0.38% | 0.53% | Q4 2016 | Q1 2019 | 10 |
TOCA | TOCAGEN INC | 10 | 10 | 0.01% | 0.19% | 0.40% | Q4 2017 | Q1 2020 | 10 |
IJJ | ISHARES TR | 4 | 2 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q1 2021 | 10 |
BSV | VANGUARD BD INDEX FDS | 4 | 1 | 0.11% | 0.14% | 0.17% | Q2 2017 | Q1 2022 | 7 |
SHYG | ISHARES TR | 6 | 6 | 0.28% | 0.90% | 1.91% | Q2 2022 | Q3 2023 | 6 |
SCHM | SCHWAB STRATEGIC TR | 6 | 6 | 0.12% | 0.20% | 0.49% | Q2 2022 | Q3 2023 | 6 |
ETP | ENERGY TRANSFER PARTNE... | 6 | 6 | 0.15% | 0.20% | 0.34% | Q2 2017 | Q3 2018 | 6 |
BA | BOEING CO | 6 | 6 | 0.13% | 0.16% | 0.21% | Q2 2022 | Q3 2023 | 6 |
TGP | TEEKAY LNG PARTNERS L P | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q4 2021 | 6 |
HYG | ISHARES TR | 5 | 5 | 1.17% | 1.45% | 2.51% | Q4 2018 | Q4 2019 | 5 |
VTEB | VANGUARD MUN BD FDS | 5 | 5 | 0.36% | 0.73% | 1.63% | Q3 2022 | Q3 2023 | 5 |
ET | ENERGY TRANSFER LP | 5 | 5 | 0.09% | 0.11% | 0.16% | Q4 2018 | Q4 2019 | 5 |
VYM | VANGUARD WHITEHALL FDS | 3 | 3 | 0.36% | 0.44% | 0.55% | Q1 2023 | Q3 2023 | 3 |
VYNT | VYANT BIO INC | 3 | 3 | 0.10% | 0.20% | 0.30% | Q2 2021 | Q4 2021 | 3 |
PFE | PFIZER INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
XJH | ISHARES TR | 3 | 3 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q1 2022 | 3 |
GLNG | GOLAR LNG LTD | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
DFAU | DIMENSIONAL ETF TRUST | 2 | 2 | 25.93% | 26.16% | 26.39% | Q2 2023 | Q3 2023 | 2 |
SHYD | VANECK VECTORS ETF TR | 2 | 2 | 0.64% | 0.91% | 1.18% | Q4 2017 | Q1 2018 | 2 |
IEMG | ISHARES INC | 1 | 1 | 0.09% | 0.20% | 0.30% | Q1 2021 | Q4 2022 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2020 | Q4 2020 | 2 |
VOD | VODAFONE GROUP PLC NEW | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SMMT | SUMMIT THERAPEUTICS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AAXJ | ISHARES TR | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2016 | Q4 2016 | 1 |
IWD | ISHARES TR | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2016 | Q4 2016 | 1 |
WISDOMTREE TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 | |
OKE | ONEOK INC NEW | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
EZM | WISDOMTREE TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
SPYG | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
T | AT&T INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
DOC | PHYSICIANS RLTY TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RDI | READING INTL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
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The securities at the top of the list , including DBX ETF TR, VANGUARD INDEX FDS, and VANGUARD WORLD FDS, are the highest-conviction holdings of Blankinship & Foster, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Blankinship & Foster, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Blankinship & Foster, LLC owns currently or has owned in the past.