0002136102-26-000003.txt : 20260805
0002136102-26-000003.hdr.sgml : 20260805
20260804182330
ACCESSION NUMBER: 0002136102-26-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260630
FILED AS OF DATE: 20260805
DATE AS OF CHANGE: 20260804
EFFECTIVENESS DATE: 20260805
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: 261240603
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
06-30-2026
06-30-2026
Blom & Howell Financial Planning, Inc.
3340 TULLY RD.
STE. B4
MODESTO
CA
95356
13F HOLDINGS REPORT
028-27040
000311830
801-123684
N
Michael Howell
Owner/CCO
2098575207
Michael Howell
Modesto
CA
08-04-2026
0
67
120068063
false
INFORMATION TABLE
2
informationtable30062026.xml
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT14020W1068756833177695SHSOLE111217066479CAPITAL GROUP GBL GROWTH EQTSHS CREAT UNIT14020X1048552299202039SHSOLE128369073670CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR14020Y300271622499386SHSOLE65512033874FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV33738R506751444292702SHSOLE59283033419J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q83710116740200054SHSOLE138497061557SCHWAB STRATEGIC TRUS LCAP GR ETF80852430011886680351261SHSOLE2187690132493VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844840004135500SHSOLE23341012160VANGUARD BD INDEX FDSINTERMED TERM921937819490763763985SHSOLE45518018467AMAZON COM INCCOM0231351065960882501SHSOLE250100APPLE INCCOM0378331008364152891SHSOLE27880103BROADCOM INCCOM11135F1018193532169SHSOLE216900CHEVRON CORPORATIONCOM1667641004665202814SHSOLE281400CORNING INCCOM2193501055343602092SHSOLE209200DELL TECHNOLOGIES INCCL C24703L2027831001815SHSOLE181500INTUITIVE SURGICAL INCCOM NEW46120E602270025679SHSOLE67900OREILLY AUTOMOTIVE INCCOM67103H1072130042313SHSOLE231300TJX COS INC NEWCOM8725401092545461680SHSOLE167208WALMART INCCOM9311421034487543962SHSOLE396200VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C706183315131081SHSOLE2853802543VANGUARD INDEX FDSVALUE ETF922908744404578218565SHSOLE179290635VANGUARD BD INDEX FDSVANGUARD ULTRA92203C3039955655199993SHSOLE186725013268FIRST TR EXCHANGE TRADED FDSMID RISNG ETF33741X102148469434416SHSOLE21961012455INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM46138E339261971816217SHSOLE966206555VANGUARD WELLINGTON FDUS MOMENTUM92193550818758567518SHSOLE474802770CAPITAL GROUP DIVIDEND GROWESHS ETF14021L109146122338956SHSOLE22737016219PGIM ETF TRACTV HY BD ETF69344A206112363632214SHSOLE20691011523VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858238275133442SHSOLE330720370VANGUARD INDEX FDSTOTAL STK MKT9229087698049772175SHSOLE17770398ADVANCED MICRO DEVICES INCCOM00790310724235574172SHSOLE37380434ALPHABET INCCAP STK CL A02079K3053998971119SHSOLE111900M & T BK CORPCOM55261F104200166841SHSOLE84100UNITEDHEALTH GROUP INCCOM91324P102228181549SHSOLE54900VICI PPTYS INCCOM9256521092080197835SHSOLE783500ASML HLDG NVN Y REGISTRY SHSN07059210684367344SHSOLE690275ISHARES TR0-3 MTH TREASURY46436E7184555324525SHSOLE452500MICROSOFT CORPCOM5949181046124701642SHSOLE14740168VANGUARD INDEX FDSGROWTH ETF922908736316828236781SHSOLE3522001561VANGUARD INDEX FDSMID CAP ETF9229086295415556722SHSOLE672200VANGUARD INDEX FDSSM CP VAL ETF9229086115383992216SHSOLE221600ISHARES TRRUS TP200 GR ETF4642894384320491487SHSOLE11370350VANGUARD WHITEHALL FDSINTL DVD ETF9219468103813834084SHSOLE268001404VANGUARD INDEX FDSMCAP VL IDXVIP9229085122376911203SHSOLE8810322VANGUARD INDEX FDSSMALL CP ETF92290875110558243483SHSOLE27610722T ROWE PRICE EXCHANGE-TRADEDULTRA SHRT TRM87283Q701332131266733SHSOLE40485026249SCHWAB STRATEGIC TRSHT TM US TRES80852486241786317310SHSOLE1523702073EXXON MOBIL CORPCOM30231G1022006831468SHSOLE146800COSTCO WHOLESALE CORPORATIONCOM22160K10512997641389SHSOLE1359030RTX CORPORATIONCOM75513E1012145851131SHSOLE113100TESLA INCCOM88160R1014895781164SHSOLE10610103VANGUARD SCOTTSDALE FDSLONG TERM TREAS92206C8472376774307SHSOLE37130594APPLIED MATLS INCCOM038222105216177299SHSOLE29900INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM46137V4642494471466SHSOLE10520414T ROWE PRICE EXCHANGE-TRADEDPRICE EQT INCOME87283Q20659205511752SHSOLE619205560VANGUARD WORLD FDMEGA GRWTH IND9219108164012334564SHSOLE39140650VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427422816391794SHSOLE1707087FIRST TR EXCHNG TRADED FD VISMIT UNCO BD ETF33740F8882258409077SHSOLE608202996VANGUARD MUN BD FDSTAX EXEMPT BD9229077462492554928SHSOLE348301444BERKSHIRE HATHAWAY INC DELCL B NEW084670702351274702SHSOLE4520250CISCO SYS INCCOM17275R1025671094828SHSOLE482800JOHNSON & JOHNSONCOM47816010412522064931SHSOLE493100PUBLIC SVC ENTERPRISE GROUPCOM7445731063006983705SHSOLE370500REALTY INCOME CORPCOM7561091043560245746SHSOLE574600VANGUARD WHITEHALL FDSHIGH DIV YLD9219464063958652505SHSOLE250500ISHARES TRRUS 1000 ETF464287622313677766SHSOLE76600ISHARES TRNATIONAL MUN ETF4642884142206512050SHSOLE13110740CUMMINS INCCOM231021106285631400SHSOLE40000ISHARES TRRUSSELL 3000 ETF464287689399944938SHSOLE93800