Sponsored
The Analysis of Blankinship & Foster, LLC's Holdings & P&L
Currently, Blankinship & Foster, LLC holds 79 types of securities in its portfolio with a total value $495.5M. In the most recent quarter, they have increased their positions in VUG (+311.5K shares, valued at $26.8M), VO (+328.5K shares, valued at $26.5M), IWF (+16.7K shares, valued at $2.1M); decreased their positions in AAPL (-11.1K shares, valued at $3.2M), DBEF (-38.4K shares, valued at $2.1M), DFAU (-40.2K shares, valued at $2.1M); initiated new positions in MU (+554 shares, valued at $639.5K), INTC (+4.4K shares, valued at $612.0K), VB (+697 shares, valued at $211.3K).
1M P&L
-1.1M-0.24%
3M P&L
+9.3M+2.17%
HY P&L
+14.2M+3.34%
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/A407.3M
93.1%
2Internet Content & Information5.6M
1.3%
3Consumer Electronics5.3M
1.2%
Top Industries by Stock Count
1N/A38 stocks
55.1%
2Semiconductors5 stocks
7.2%
3Telecom Services3 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DFAU
-1.53%DIMENSIONAL ETF TRUST
Shares2.6M
Event2026-06-30
Filed2026-07-31
VEU
1.80%VANGUARD INTL EQUITY INDEX F
Shares677.2K
Event2026-06-30
Filed2026-07-31
HEFA
-2.61%ISHARES TR
Shares768.5K
Event2026-06-30
Filed2026-07-31
VANGUARD INDEX FDS
-1.15%VANGUARD INDEX FDS
Shares97.0K
Event2026-06-30
Filed2026-07-31
VO
292.95%VANGUARD INDEX FDS
Shares440.6K
Event2026-06-30
Filed2026-07-31
VUG
467.19%VANGUARD INDEX FDS
Shares378.1K
Event2026-06-30
Filed2026-07-31
DBEF
-7.37%DBX ETF TR
Shares483.2K
Event2026-06-30
Filed2026-07-31
VWO
-1.02%VANGUARD INTL EQUITY INDEX F
Shares311.8K
Event2026-06-30
Filed2026-07-31
VDC
0.62%VANGUARD WORLD FD
Shares82.5K
Event2026-06-30
Filed2026-07-31
ISHARES TR
-1.88%ISHARES TR
Shares99.1K
Event2026-06-30
Filed2026-07-31
EFA
0.30%ISHARES TR
Shares91.3K
Event2026-06-30
Filed2026-07-31
MBB
-3.57%ISHARES TR
Shares79.6K
Event2026-06-30
Filed2026-07-31
STATE STR SPDR S&P 500 ETF T
-1.27%STATE STR SPDR S&P 500 ETF T
Shares7.2K
Event2026-06-30
Filed2026-07-31
AAPL
-37.94%APPLE INC
Shares18.2K
Event2026-06-30
Filed2026-07-31
ABBVIE INC
-0.01%ABBVIE INC
Shares15.4K
Event2026-06-30
Filed2026-07-31
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares5
Event2026-06-30
Filed2026-07-31
SCHM
-0.03%SCHWAB STRATEGIC TR
Shares100.6K
Event2026-06-30
Filed2026-07-31
BRK.B
-0.04%BERKSHIRE HATHAWAY INC DEL
Shares7.1K
Event2026-06-30
Filed2026-07-31
GOOG
0.00%ALPHABET INC
Shares8.8K
Event2026-06-30
Filed2026-07-31
VV
-1.35%VANGUARD INDEX FDS
Shares8.6K
Event2026-06-30
Filed2026-07-31
IWF
299.32%ISHARES TR
Shares22.3K
Event2026-06-30
Filed2026-07-31
VYM
0.00%VANGUARD WHITEHALL FDS
Shares17.2K
Event2026-06-30
Filed2026-07-31
GOOGL
-9.66%ALPHABET INC
Shares7.0K
Event2026-06-30
Filed2026-07-31
QCOM
-2.81%QUALCOMM INC
Shares12.8K
Event2026-06-30
Filed2026-07-31
SCHE
0.05%SCHWAB STRATEGIC TR
Shares64.0K
Event2026-06-30
Filed2026-07-31
IJH
-7.52%ISHARES TR
Shares23.4K
Event2026-06-30
Filed2026-07-31
IEMG
-0.25%ISHARES INC
Shares19.8K
Event2026-06-30
Filed2026-07-31
VXUS
-0.93%VANGUARD STAR FDS
Shares17.8K
Event2026-06-30
Filed2026-07-31
CAT
0.00%CATERPILLAR INC
Shares1.4K
Event2026-06-30
Filed2026-07-31
JNJ
0.00%JOHNSON & JOHNSON
Shares4.7K
Event2026-06-30
Filed2026-07-31
ABT
-0.08%ABBOTT LABORATORIES
Shares12.0K
Event2026-06-30
Filed2026-07-31
PECO
0.00%PHILLIPS EDISON & CO INC
Shares25.6K
Event2026-06-30
Filed2026-07-31
MSFT
-6.68%MICROSOFT CORP
Shares2.8K
Event2026-06-30
Filed2026-07-31
IVW
-23.46%ISHARES TR
Shares7.1K
Event2026-06-30
Filed2026-07-31
SEAGATE TECHNOLOGY HLDNGS PL
-29.78%SEAGATE TECHNOLOGY HLDNGS PL
Shares981
Event2026-06-30
Filed2026-07-31
SHYG
1.16%ISHARES TR
Shares21.9K
Event2026-06-30
Filed2026-07-31
VTEB
0.53%VANGUARD MUN BD FDS
Shares16.4K
Event2026-06-30
Filed2026-07-31
IVE
-15.82%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-31
IWB
-2.25%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-31
MU
NewMICRON TECHNOLOGY INC
Shares554
Event2026-06-30
Filed2026-07-31
EXXON MOBIL CORP
0.00%EXXON MOBIL CORP
Shares4.5K
Event2026-06-30
Filed2026-07-31
INTC
NewINTEL CORP
Shares4.4K
Event2026-06-30
Filed2026-07-31
AMZN
-28.34%AMAZON COM INC
Shares2.5K
Event2026-06-30
Filed2026-07-31
SCHB
-0.48%SCHWAB STRATEGIC TR
Shares20.6K
Event2026-06-30
Filed2026-07-31
NVDA
-22.59%NVIDIA CORPORATION
Shares2.9K
Event2026-06-30
Filed2026-07-31
ISHARES TR
-21.47%ISHARES TR
Shares750
Event2026-06-30
Filed2026-07-31
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares2.2K
Event2026-06-30
Filed2026-07-31
COSTCO WHOLESALE CORPORATION
-15.36%COSTCO WHOLESALE CORPORATION
Shares551
Event2026-06-30
Filed2026-07-31
IYK
0.42%ISHARES TR
Shares6.9K
Event2026-06-30
Filed2026-07-31
KMI
0.00%KINDER MORGAN INC DEL
Shares15.0K
Event2026-06-30
Filed2026-07-31
STIP
1.04%ISHARES TR
Shares4.6K
Event2026-06-30
Filed2026-07-31
IWM
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-31
EFAV
1.93%ISHARES TR
Shares4.5K
Event2026-06-30
Filed2026-07-31
META PLATFORMS INC
0.00%META PLATFORMS INC
Shares683
Event2026-06-30
Filed2026-07-31
IBM
0.08%INTERNATIONAL BUSINESS MACHS
Shares1.3K
Event2026-06-30
Filed2026-07-31
PM
0.00%PHILIP MORRIS INTL INC
Shares2.0K
Event2026-06-30
Filed2026-07-31
BTI
0.00%BRITISH AMERN TOB PLC
Shares5.8K
Event2026-06-30
Filed2026-07-31
VHT
-22.79%VANGUARD WORLD FD
Shares1.1K
Event2026-06-30
Filed2026-07-31
MO
0.00%ALTRIA GROUP INC
Shares4.4K
Event2026-06-30
Filed2026-07-31
IJJ
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-31
IGM
0.00%ISHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-31
WMT
0.00%WALMART INC
Shares2.5K
Event2026-06-30
Filed2026-07-31
BA
0.00%BOEING CO
Shares1.3K
Event2026-06-30
Filed2026-07-31
AWR
0.00%AMER STATES WTR CO
Shares3.5K
Event2026-06-30
Filed2026-07-31
IUSG
0.00%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-31
VOD
0.00%VODAFONE GROUP PLC
Shares20.9K
Event2026-06-30
Filed2026-07-31
MDV
0.00%MODIV INDUSTRIAL INC
Shares15.2K
Event2026-06-30
Filed2026-07-31
PFE
-0.04%PFIZER INC
Shares10.9K
Event2026-06-30
Filed2026-07-31
IWN
0.09%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-07-31
GSK PLC
0.00%GSK PLC
Shares4.8K
Event2026-06-30
Filed2026-07-31
VTV
0.00%VANGUARD INDEX FDS
Shares1.1K
Event2026-06-30
Filed2026-07-31
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares5.7K
Event2026-06-30
Filed2026-07-31
T
-0.13%AT&T INC
Shares11.1K
Event2026-06-30
Filed2026-07-31
CVX
0.00%CHEVRON CORPORATION
Shares1.3K
Event2026-06-30
Filed2026-07-31
VB
NewVANGUARD INDEX FDS
Shares697
Event2026-06-30
Filed2026-07-31
DOC
NewHEALTHPEAK PROPERTIES INC
Shares9.9K
Event2026-06-30
Filed2026-07-31
IWR
NewISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-31
RMBS
NewRAMBUS INC DEL
Shares1.5K
Event2026-06-30
Filed2026-07-31
SMMT
0.00%SUMMIT THERAPEUTICS INC
Shares12.8K
Event2026-06-30
Filed2026-07-31
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available