BFSG, LLC

Institutional manager (13F) · CIK 1706836

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $634M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$41M	126,285
2	ISHARES GOLD TR	$34M	386,861
3	NVIDIA CORPORATION	$30M	174,081
4	NEWMONT CORP	$29M	269,465
5	ISHARES TR	$24M	36,589
6	ETFS GOLD TR	$22M	499,442
7	MICROSOFT CORP	$22M	59,170
8	APPLE INC	$21M	83,342
9	AMERICAN CENTY ETF TR	$20M	183,392
10	VANGUARD BD INDEX FDS	$19M	258,311
11	SPDR GOLD TR	$18M	41,401
12	RTX CORPORATION	$17M	87,652
13	DIMENSIONAL ETF TRUST	$14M	408,581
14	ALPHABET INC	$14M	48,965
15	VANGUARD STAR FDS	$12M	161,361
16	J P MORGAN EXCHANGE TRADED F	$12M	238,673
17	AMPHENOL CORP	$12M	93,919
18	VANGUARD CHARLOTTE FDS	$11M	238,712
19	VANGUARD WORLD FD	$11M	64,713
20	CSX CORP	$11M	265,480
21	TOTALENERGIES SE	$11M	117,570
22	EXXON MOBIL CORP	$10M	60,547
23	AMAZON COM INC	$10M	48,847
24	NISOURCE INC	$9M	198,048
25	CHURCH & DWIGHT CO INC	$9M	98,580
26	STATE STR SPDR S&P 500 ETF T	$9M	13,874
27	SCHWAB STRATEGIC TR	$9M	320,496
28	COSTCO WHOLESALE CORPORATION	$8M	8,483
29	TAIWAN SEMICONDUCTOR MANUFAC	$8M	24,708
30	LEGG MASON ETF INVT	$8M	202,311
31	NORFOLK SOUTHN CORP	$8M	28,073
32	AT&T INC	$8M	275,375
33	TJX COS INC NEW	$8M	49,272
34	ELBIT SYS LTD	$8M	9,187
35	JPMORGAN CHASE & CO	$8M	26,343
36	TOOTSIE ROLL INDS INC	$8M	180,382
37	AMRIZE LTD	$7M	132,774
38	MARVELL TECHNOLOGY INC	$7M	74,744
39	VERIZON COMMUNICATIONS INC	$7M	145,970
40	TEXTRON INC	$7M	83,033
41	DIMENSIONAL ETF TRUST	$7M	202,145
42	COLGATE PALMOLIVE CO	$7M	84,418
43	FREEPORT MCMORAN INC	$7M	121,577
44	SOUTHERN CO	$7M	73,936
45	NEXTERA ENERGY INC	$7M	76,597
46	ISHARES TR	$7M	64,082
47	GENERAL DYNAMICS CORP	$7M	20,459
48	ISHARES TR	$7M	151,073
49	WEYERHAEUSER CO	$7M	273,518
50	FIDELITY COVINGTON TRUST	$7M	131,152

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.