0002136102-26-000002.txt : 20260710 0002136102-26-000002.hdr.sgml : 20260710 20260710171943 ACCESSION NUMBER: 0002136102-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 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: 261169464 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 false 0002136102 XXXXXXXX 03-31-2026 03-31-2026 Blom & Howell Financial Planning, Inc.

3340 TULLY RD. STE. B4 MODESTO CA 95356

13F HOLDINGS REPORT 028-27040 000311830 801-123684 Y This report is being filed following the Manager's discovery during an internal compliance review that it became subject to Form 13F reporting requirements beginning with the reporting period ended December 31, 2025. The Manager subsequently obtained EDGAR filing access and is filing this report promptly. Michael Howell 2098575207 Michael Howell Modesto CA 07-10-2026 0 61 101848919 false INFORMATION TABLE 2 informationtable31032026.xml CAPITAL GROUP DIVIDEND VALUESHS CREATION UNI14020W1066755956158814SHSOLE99219059595CAPITAL GROUP GBL GROWTH EQTSHS CREATION UNI14020X1046238044186936SHSOLE120517066419CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR14020Y300211188677557SHSOLE49399028158FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV33738R506560262682054SHSOLE52593029461J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q8377789475153912SHSOLE106038047874SCHWAB STRATEGIC TRUS LCAP GR ETF8085243009100327312404SHSOLE1977580114646VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844670719131188SHSOLE20677010511VANGUARD BD INDEX FDSINTERMED TERM921937819394155951070SHSOLE36336014733AMAZON COM INCCOM0231351065237992515SHSOLE251500APPLE INCCOM0378331007302632877SHSOLE27750103BROADCOM INCCOM11135F1016735002176SHSOLE217600CHEVRON CORPORATIONCOM1667641005778552793SHSOLE279300CORNING INCCOM2193501052875772115SHSOLE211500DELL TECHNOLOGIES INCCL C24703L2023003581830SHSOLE182901INTUITIVE SURGICAL INCCOM NEW46120E602313473680SHSOLE68000OREILLY AUTOMOTIVE INCCOM67103H1072145282324SHSOLE232400TJX COS INC NEWCOM8725401092686261682SHSOLE168200WALMART INCCOM9311421034951323984SHSOLE398400VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C706231299638841SHSOLE3631802524VANGUARD BD INDEX FDSVANGUARD ULTRA92203C30312604407253177SHSOLE239930013247VANGUARD INDEX FDSVALUE ETF922908744456959823291SHSOLE226240666FIRST TR EXCHANGE TRADED FDSMID RISNG ETF33741X102122596631092SHSOLE20445010648INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM46138E339171044715257SHSOLE939905858VANGUARD WELLINGTON FDUS MOMENTUM92193550813846977025SHSOLE453102494CAPITAL GROUP DIVIDEND GROWESHS ETF14021L10990134825107SHSOLE13719011388PGIM ETF TRACTV HY BD ETF69344A20669099419954SHSOLE1182708127VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858269268242021SHSOLE415650455VANGUARD INDEX FDSTOTAL STK MKT9229087696836842131SHSOLE17810350ADVANCED MICRO DEVICES INCCOM0079031078603054229SHSOLE37950434ALPHABET INCCAP STK CL A02079K3053223551121SHSOLE112100VICI PPTYS INCCOM9256521092191068020SHSOLE802000ASML HLDG NVN Y REGISTRY SHSN07059210454366344SHSOLE690275MICROSOFT CORPCOM5949181046085561644SHSOLE14760168VANGUARD INDEX FDSGROWTH ETF92290873631256747156SHSOLE68780278VANGUARD INDEX FDSMID CAP ETF9229086296611482302SHSOLE230200VANGUARD INDEX FDSSM CP VAL ETF9229086116465782976SHSOLE297600ISHARES TRRUS TP200 GR ETF4642894383764531513SHSOLE11600353VANGUARD WHITEHALL FDSINTL DVD ETF9219468103652094129SHSOLE271401415VANGUARD INDEX FDSMCAP VL IDXVIP9229085122241741216SHSOLE8930323VANGUARD INDEX FDSSMALL CP ETF9229087519955903801SHSOLE30620739T ROWE PRICE ETF INCULTRA SHRT TRM87283Q701333427567021SHSOLE40825026196SCHWAB STRATEGIC TRSHT TM US TRES80852486242151717368SHSOLE1559601772EXXON MOBIL CORPCOM30231G1022500501474SHSOLE147400COSTCO WHOLESALE CORPORATIONCOM22160K10513952721400SHSOLE1370030RTX CORPORATIONCOM75513E1012191341136SHSOLE113600TESLA INCCOM88160R1014308581159SHSOLE10560103T ROWE PRICE ETF INCPRICE EQT INCOME87283Q20651137911360SHSOLE579705563VANGUARD WORLD FDMEGA GRWTH IND921910816287629783SHSOLE6530130VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427422285121652SHSOLE1565087FIRST TR EXCHNG TRADED FD VISMITH UNCONSTRAI33740F8882296109270SHSOLE626503004VANGUARD MUN BD FDSTAX EXEMPT BD9229077462451124913SHSOLE346901444BERKSHIRE HATHAWAY INC DELCL B NEW084670702289437604SHSOLE3540250CISCO SYS INCCOM17275R1023822174926SHSOLE492600JOHNSON & JOHNSONCOM47816010412119434958SHSOLE495800PUBLIC SVC ENTERPRISE GROUPCOM7445731063059923780SHSOLE378000REALTY INCOME CORPCOM7561091043575385844SHSOLE584400VANGUARD WHITEHALL FDSHIGH DIV YLD9219464064140872796SHSOLE279600ISHARES TRRUS 1000 ETF464287622283822796SHSOLE79600ISHARES TRNATIONAL MUN ETF4642884142167462042SHSOLE13080734CUMMINS INCCOM231021106215078400SHSOLE40000ISHARES TRRUSSELL 3000 ETF464287689350203945SHSOLE94500