President & Chief Compliance Officer

0002136102-26-000001.txt : 20260710 0002136102-26-000001.hdr.sgml : 20260710 20260710150506 ACCESSION NUMBER: 0002136102-26-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20251231 FILED AS OF DATE: 20260710 DATE AS OF CHANGE: 20260710 EFFECTIVENESS DATE: 20260710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blom & Howell Financial Planning, Inc. CENTRAL INDEX KEY: 0002136102 ORGANIZATION NAME: EIN: 262321778 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-27040 FILM NUMBER: 261168463 BUSINESS ADDRESS: STREET 1: 3340 TULLY RD. STREET 2: STE. B4 CITY: MODESTO STATE: CA ZIP: 95356 BUSINESS PHONE: 209-857-5207 MAIL ADDRESS: STREET 1: 3340 TULLY RD. STREET 2: STE. B4 CITY: MODESTO STATE: CA ZIP: 95356 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0002136102 XXXXXXXX 12-31-2025 12-31-2025 Blom & Howell Financial Planning, Inc.

3340 TULLY RD. STE. B4 MODESTO CA 95356

13F HOLDINGS REPORT 028-27040 000311830 801-123684 Y This is the Institutional Investment Manager's initial Form 13F filing. During an internal compliance review, the Manager determined that it became subject to Form 13F reporting requirements beginning with the reporting period ended December 31, 2025. The Manager is filing this report promptly upon discovery of the reporting obligation. Michael Howell President & Chief Compliance Officer 209-857-5207 Michael Howell Modesto CA 07-10-2026 0 62 100637722 false INFORMATION TABLE 2 informationtable31122025.xml CAPITAL GROUP DIVIDEND VALUESHS CREATION UNI14020W1066192282141895SHSOLE84296057599CAPITAL GROUP GBL GROWTH EQTSHS CREATION UNI14020X1045302595153033SHSOLE94401058632CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR14020Y300167697960716SHSOLE35231025485FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV33738R506500314972019SHSOLE43887028132J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q8375910547116832SHSOLE74665042167PGIM ETF TRACTV HY BD ETF69344A206100992728465SHSOLE15774012690SCHWAB STRATEGIC TRUS LCAP GR ETF8085243008500490260591SHSOLE1575120103080VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844570583725962SHSOLE1650309459VANGUARD BD INDEX FDSINTERMED TERM921937819264493133962SHSOLE23084010878AMAZON COM INCCOM0231351067778633370SHSOLE337000APPLE INCCOM0378331008031512954SHSOLE28520102BROADCOM INCCOM11135F1017790712251SHSOLE225100CHEVRON CORP NEWCOM1667641004377852872SHSOLE287200CORNING INCCOM2193501052123332425SHSOLE242500DELL TECHNOLOGIES INCCL C24703L2022342631861SHSOLE186001INTUITIVE SURGICAL INCCOM NEW46120E602425903752SHSOLE75200OREILLY AUTOMOTIVE INCCOM67103H1072102392305SHSOLE230500TJX COS INC NEWCOM8725401093027651971SHSOLE197100WALMART INCCOM9311421034731584247SHSOLE424700VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858333225953342SHSOLE529340408VANGUARD INDEX FDSGROWTH ETF92290873639110098017SHSOLE77340283VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C706308572651489SHSOLE4895602533VANGUARD INDEX FDSMID CAP ETF92290862910311823553SHSOLE355300VANGUARD INDEX FDSSM CP VAL ETF9229086118845454177SHSOLE417700VANGUARD BD INDEX FDSVANGUARD ULTRA92203C30314009799281095SHSOLE267507013588VANGUARD INDEX FDSVALUE ETF922908744550865728843SHSOLE281690674INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM46138E339156013513075SHSOLE788805187VANGUARD INDEX FDSSMALL CP ETF92290875120661828010SHSOLE578302227VANGUARD WELLINGTON FDUS MOMENTUM92193550811945186246SHSOLE389102355CAPITAL GROUP DIVIDEND GROWESHS ETF14021L10969003319361SHSOLE7503011858VANGUARD INDEX FDSTOTAL STK MKT9229087697007962090SHSOLE17420348ADVANCED MICRO DEVICES INCCOM0079031079217454304SHSOLE38700434ALPHABET INCCAP STK CL A02079K3055001741598SHSOLE159800INTUITCOM461202103254369384SHSOLE38400VICI PPTYS INCCOM9256521092255228020SHSOLE802000ASML HOLDING N VN Y REGISTRY SHSN07059210380870356SHSOLE810275MICROSOFT CORPCOM5949181048139741683SHSOLE15160168ISHARES TRRUS TP200 GR ETF4642894384428211599SHSOLE12300369VANGUARD WHITEHALL FDSINTL DVD ETF9219468103937224305SHSOLE285901446VANGUARD INDEX FDSMCAP VL IDXVIP9229085122220211252SHSOLE9220330T ROWE PRICE ETF INCULTRA SHRT TRM87283Q701339004068005SHSOLE40856027148SCHWAB STRATEGIC TRSHT TM US TRES80852486242838117578SHSOLE1578201796SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479731114011343SHSOLE684304500COSTCO WHSL CORP NEWCOM22160K10512081801401SHSOLE1371030RTX CORPORATIONCOM75513E1012112771152SHSOLE115200TESLA INCCOM88160R1015270721172SHSOLE10690103T ROWE PRICE ETF INCPRICE EQT INCOME87283Q20651094911312SHSOLE577905533VANGUARD WORLD FDMEGA GRWTH IND921910816322413781SHSOLE6520129VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427422325861649SHSOLE1562087FIRST TR EXCHNG TRADED FD VISMITH UNCONSTRAI33740F88830392212075SHSOLE753204543VANGUARD MUN BD FDSTAX EXEMPT BD9229077462612075194SHSOLE373201462VANGUARD WHITEHALL FDSHIGH DIV YLD9219464065295883690SHSOLE369000BERKSHIRE HATHAWAY INC DELCL B NEW084670702304103605SHSOLE3550250CISCO SYS INCCOM17275R1023794584926SHSOLE492600JOHNSON & JOHNSONCOM47816010410222514940SHSOLE494000PUBLIC SVC ENTERPRISE GRP INCOM7445731063035353780SHSOLE378000REALTY INCOME CORPCOM7561091043306125865SHSOLE586500SPDR S&P 500 ETF TRTR UNIT78462F103238015349SHSOLE2320117ISHARES TRRUS 1000 ETF464287622301366807SHSOLE80700ISHARES TRNATIONAL MUN ETF4642884142180052035SHSOLE13050730CUMMINS INCCOM231021106203336398SHSOLE39800ISHARES TRRUSSELL 3000 ETF464287689366959949SHSOLE94900