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The Analysis of Blankinship & Foster, LLC's Holdings & P&L

Currently, Blankinship & Foster, LLC holds 75 types of securities in its portfolio with a total value $452.3M. In the most recent quarter, they have increased their positions in AAPL (+10.7K shares, valued at $2.7M), VEU (+18.0K shares, valued at $1.3M), VO (+1.7K shares, valued at $492.8K); decreased their positions in DBEF (-29.6K shares, valued at $1.5M), DFAU (-32.1K shares, valued at $1.4M), HEFA (-21.2K shares, valued at $901.8K); initiated new positions in AWK (+1.5K shares, valued at $208.5K).

1M P&L

+10.8M+2.25%

3M P&L

-243.9M-33.18%

HY P&L

-212.9M-30.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A417.4M

94.2%

2Consumer Electronics7.4M

1.7%

3Drug Manufacturers - General4.8M

1.1%

Top Industries by Stock Count

1N/A41 stocks

59.4%

2Drug Manufacturers - General3 stocks

4.3%

3Tobacco3 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST2.6M shares-1.21%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F665.2K shares2.78%2026-03-312026-04-17

HEFA ISHARES TR789.1K shares-2.62%2026-03-312026-04-17

VO VANGUARD INDEX FDS112.1K shares1.55%2026-03-312026-04-17

VTI VANGUARD INDEX FDS98.2K shares-2.56%2026-03-312026-04-17

VUG VANGUARD INDEX FDS66.7K shares-2.72%2026-03-312026-04-17

DBEF DBX ETF TR521.6K shares-5.36%2026-03-312026-04-17

VDC VANGUARD WORLD FD82.0K shares1.96%2026-03-312026-04-17

Sponsored

VWO VANGUARD INTL EQUITY INDEX F315.0K shares1.99%2026-03-312026-04-17

AGG ISHARES TR101.0K shares0.41%2026-03-312026-04-17

EFA ISHARES TR91.0K shares-0.69%2026-03-312026-04-17

MBB ISHARES TR82.5K shares1.01%2026-03-312026-04-17

AAPL APPLE INC29.3K shares57.24%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T7.3K shares-4.07%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.2K shares-0.03%2026-03-312026-04-17

Sponsored

ABBV ABBVIE INC15.4K shares-0.73%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR100.6K shares-1.23%2026-03-312026-04-17

VV VANGUARD INDEX FDS8.7K shares-3.45%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS17.2K shares0.00%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.8K shares-0.02%2026-03-312026-04-17

IWF ISHARES TR5.6K shares0.43%2026-03-312026-04-17

ALPHABET INC ALPHABET INC7.8K shares0.00%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR64.0K shares-0.23%2026-03-312026-04-17

Sponsored

IJH ISHARES TR25.3K shares-1.82%2026-03-312026-04-17

QCOM QUALCOMM INC13.1K shares2.57%2026-03-312026-04-17

VXUS VANGUARD STAR FDS18.0K shares0.01%2026-03-312026-04-17

IEMG ISHARES INC19.9K shares0.81%2026-03-312026-04-17

ABT ABBOTT LABORATORIES12.0K shares-0.06%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON4.7K shares-2.11%2026-03-312026-04-17

MSFT MICROSOFT CORP3.0K shares-1.03%2026-03-312026-04-17

IVW ISHARES TR9.2K shares-9.88%2026-03-312026-04-17

Sponsored

CAT CATERPILLAR INC1.4K shares0.00%2026-03-312026-04-17

PECO PHILLIPS EDISON & CO INC25.6K shares0.00%2026-03-312026-04-17

SHYG ISHARES TR21.7K shares0.75%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS16.3K shares-33.64%2026-03-312026-04-17

IVE ISHARES TR3.8K shares0.00%2026-03-312026-04-17

XOM EXXON MOBIL CORP4.5K shares-6.79%2026-03-312026-04-17

AMZN AMAZON COM INC3.5K shares39.38%2026-03-312026-04-17

NVDA NVIDIA CORPORATION3.8K shares29.18%2026-03-312026-04-17

Sponsored

COST COSTCO WHOLESALE CORPORATION651 shares-2.25%2026-03-312026-04-17

IVV ISHARES TR955 shares-17.10%2026-03-312026-04-17

IWB ISHARES TR1.6K shares-20.93%2026-03-312026-04-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares-45.73%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR20.7K shares0.02%2026-03-312026-04-17

KMI KINDER MORGAN INC DEL15.0K shares-0.01%2026-03-312026-04-17

IYK ISHARES TR6.9K shares0.35%2026-03-312026-04-17

STIP ISHARES TR4.6K shares59.72%2026-03-312026-04-17

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.00%2026-03-312026-04-17

EFAV ISHARES TR4.5K shares0.00%2026-03-312026-04-17

META META PLATFORMS INC683 shares-0.44%2026-03-312026-04-17

VHT VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-17

BTI BRITISH AMERN TOB PLC5.8K shares0.00%2026-03-312026-04-17

IWM ISHARES TR1.4K shares0.00%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC2.0K shares0.00%2026-03-312026-04-17

T AT&T INC11.1K shares-0.04%2026-03-312026-04-17

Sponsored

WMT WALMART INC2.5K shares0.00%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-0.15%2026-03-312026-04-17

VODAFONE GROUP PLC VODAFONE GROUP PLC20.9K shares0.00%2026-03-312026-04-17

PFE PFIZER INC10.9K shares0.00%2026-03-312026-04-17

MO ALTRIA GROUP INC4.4K shares-0.05%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC5.7K shares-2.59%2026-03-312026-04-17

IJJ ISHARES TR2.1K shares0.00%2026-03-312026-04-17

CVX CHEVRON CORPORATION1.3K shares0.00%2026-03-312026-04-17

Sponsored

XLK SELECT SECTOR SPDR TR2.0K shares0.00%2026-03-312026-04-17

GSK PLC GSK PLC4.8K shares0.00%2026-03-312026-04-17

BA BOEING CO1.3K shares-13.12%2026-03-312026-04-17

AWR AMER STATES WTR CO3.5K shares0.00%2026-03-312026-04-17

SMMT SUMMIT THERAPEUTICS INC12.8K shares0.00%2026-03-312026-04-17

IUSG ISHARES TR1.5K shares0.00%2026-03-312026-04-17

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-17

IGM ISHARES TR1.8K shares0.00%2026-03-312026-04-17

Sponsored

IWN ISHARES TR1.2K shares0.09%2026-03-312026-04-17

MDV MODIV INDUSTRIAL INC15.2K shares0.00%2026-03-312026-04-17

AWK AMERICAN WTR WKS CO INC NEW1.5K sharesnew addition2026-03-312026-04-17

DFAU

DIMENSIONAL ETF TRUST

-1.21%

Shares2.6M

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

2.78%

Shares665.2K

Event2026-03-31

Filed2026-04-17

HEFA

ISHARES TR

-2.62%

Shares789.1K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

1.55%

Shares112.1K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-2.56%

Shares98.2K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-2.72%

Shares66.7K

Event2026-03-31

Filed2026-04-17

DBEF

DBX ETF TR

-5.36%

Shares521.6K

Event2026-03-31

Filed2026-04-17

VDC

VANGUARD WORLD FD

1.96%

Shares82.0K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

1.99%

Shares315.0K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

0.41%

Shares101.0K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

-0.69%

Shares91.0K

Event2026-03-31

Filed2026-04-17

MBB

ISHARES TR

1.01%

Shares82.5K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

57.24%

Shares29.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-4.07%

Shares7.3K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-0.03%

Shares7.2K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

-0.73%

Shares15.4K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

-1.23%

Shares100.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-3.45%

Shares8.7K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-0.02%

Shares8.8K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

0.43%

Shares5.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

-0.23%

Shares64.0K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-1.82%

Shares25.3K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

2.57%

Shares13.1K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

0.01%

Shares18.0K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

0.81%

Shares19.9K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

-0.06%

Shares12.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-2.11%

Shares4.7K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-1.03%

Shares3.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

-9.88%

Shares9.2K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares25.6K

Event2026-03-31

Filed2026-04-17

SHYG

ISHARES TR

0.75%

Shares21.7K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

-33.64%

Shares16.3K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-6.79%

Shares4.5K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

39.38%

Shares3.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

29.18%

Shares3.8K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-2.25%

Shares651

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-17.10%

Shares955

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

-20.93%

Shares1.6K

Event2026-03-31

Filed2026-04-17

SEAGATE TECHNOLOGY HLDNGS PL

-45.73%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

0.02%

Shares20.7K

Event2026-03-31

Filed2026-04-17

KMI

KINDER MORGAN INC DEL

-0.01%

Shares15.0K

Event2026-03-31

Filed2026-04-17

IYK

ISHARES TR

0.35%

Shares6.9K

Event2026-03-31

Filed2026-04-17

STIP

ISHARES TR

59.72%

Shares4.6K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-17

EFAV

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-17