BFSG LLC

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Time since open
% Portfolio
% Outstanding
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VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
111,614+7,991+7.71%
Created with Highcharts 10.1.0
$200.223.73%0.01%30,676,0352025-03-31
MSFT
MICROSOFT
60,415-6,193-9.30%
Created with Highcharts 10.1.0
$106.832.76%0.00%22,679,0422025-03-31
IAU
ISHARES GOLD TRUST
369,007-1,596-0.43%
Created with Highcharts 10.1.0
$35.422.65%0.05%21,756,6242025-03-31
AAPL
APPLE
84,464-8,733-9.37%
Created with Highcharts 10.1.0
$97.402.28%0.00%18,761,9452025-03-31
NVDA
NVIDIA
171,341-12,681-6.89%
Created with Highcharts 10.1.0
$4.232.26%0.00%18,569,9692025-03-31
SPY
SPDR S&P 500 ETF
28,266-8,575-23.28%
Created with Highcharts 10.1.0
$445.891.92%0.00%15,811,9222025-03-31
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
208,143+13,330+6.84%
Created with Highcharts 10.1.0
$73.581.86%0.01%15,288,1262025-03-31
AVUV
AVANTIS US SMALL CAP VALUE ETF
168,923+15,665+10.22%
Created with Highcharts 10.1.0
$86.011.79%0.00%14,725,0222025-03-31
RTX
RAYTHEON TECHNOLOGIES
94,686-2,032-2.10%
Created with Highcharts 10.1.0
$84.891.53%0.01%12,542,0422025-03-31
GLD
SPDR GOLD TRUST
41,988-196-0.46%
Created with Highcharts 10.1.0
$179.671.47%0.01%12,098,4232025-03-31
NEM
NEWMONT
249,580+71,014+39.77%
Created with Highcharts 10.1.0
$47.171.47%0.02%12,049,7232025-03-31
SGOL
ABRDN GOLD ETF TRUST
399,373-8,785-2.15%
Created with Highcharts 10.1.0
$17.461.45%0.00%11,909,2882025-03-31
CHD
CHURCH & DWIGHT CO
105,840-1,110-1.04%
Created with Highcharts 10.1.0
$75.511.42%0.04%11,651,9642025-03-31
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
434,275-10,059-2.26%
Created with Highcharts 10.1.0
$21.791.40%0.00%11,490,9302025-03-31
VDE
VANGUARD ENERGY INDEX FUND
82,735-4,294-4.93%
Created with Highcharts 10.1.0
$99.661.31%0.13%10,731,5702025-03-31
BNDX
VANGUARD CHARLOTTE FUNDS
202,015+12,197+6.43%
Created with Highcharts 10.1.0
$51.211.20%0.02%9,862,3622025-03-31
COST
COSTCO WHOLESALE
10,331-354-3.31%
Created with Highcharts 10.1.0
$269.321.19%0.00%9,770,6042025-03-31
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
190,021+9,066+5.01%
Created with Highcharts 10.1.0
$50.411.17%0.03%9,620,7832025-03-31
AMZN
AMAZON
46,672+1,388+3.07%
Created with Highcharts 10.1.0
$138.561.08%0.00%8,879,8802025-03-31
SCHP
SCHWAB US TIPS ETF
315,267-2,232-0.70%
Created with Highcharts 10.1.0
$23.991.03%0.00%8,477,5372025-03-31
CSX
CSX
286,743+2,201+0.77%
Created with Highcharts 10.1.0
$23.561.03%0.02%8,438,8322025-03-31
GOOG
ALPHABET
52,342+550+1.06%
Created with Highcharts 10.1.0
$133.381.00%0.00%8,177,3912025-03-31
NI
NISOURCE
202,479-2,193-1.07%
Created with Highcharts 10.1.0
$25.510.99%0.04%8,117,3722025-03-31
NVO
NOVO NORDISK A S
115,507+12,515+12.15%
Created with Highcharts 10.1.0
$81.560.98%0.00%8,020,8072025-03-31
XOM
EXXON MOBIL
66,549-1,754-2.57%
Created with Highcharts 10.1.0
$74.180.96%0.00%7,914,7032025-03-31
CL
COLGATE PALMOLIVE
83,946+1,859+2.26%
Created with Highcharts 10.1.0
$71.710.96%0.01%7,865,7412025-03-31
T
AT&T
276,341-1,497-0.54%
Created with Highcharts 10.1.0
$15.880.95%0.00%7,814,9302025-03-31
TTE
TOTALENERGIES SE
118,293-1,205-1.01%
Created with Highcharts 10.1.0
$49.410.93%0.00%7,652,3422025-03-31
SONY
SONY GROUP
287,843-1,628-0.56%
Created with Highcharts 10.1.0
$19.680.89%0.00%7,308,3342025-03-31
NSC
NORFOLK SOUTHERN
30,327-33-0.11%
Created with Highcharts 10.1.0
$187.210.87%0.01%7,182,8322025-03-31
TJX
TJX COMPANIES
55,096-1,672-2.95%
Created with Highcharts 10.1.0
$40.730.82%0.00%6,710,6932025-03-31
SO
SOUTHERN
72,144-477-0.66%
Created with Highcharts 10.1.0
$75.260.81%0.01%6,633,6412025-03-31
MRVL
MARVELL TECHNOLOGY
106,997-591-0.55%
Created with Highcharts 10.1.0
$70.390.80%0.01%6,587,7902025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
103,769+15,455+17.50%
Created with Highcharts 10.1.0
$57.930.78%0.01%6,444,0552025-03-31
APH
AMPHENOL
97,986+657+0.68%
Created with Highcharts 10.1.0
$29.120.78%0.01%6,426,9022025-03-31
JPM
JPMORGAN CHASE
25,646-1,576-5.79%
Created with Highcharts 10.1.0
$116.360.77%0.00%6,291,0212025-03-31
KBR
KBR
125,676-17-0.01%
Created with Highcharts 10.1.0
$29.280.76%0.09%6,259,9222025-03-31
AJG
ARTHUR J GALLAGHER &
18,067+2,003+12.47%
Created with Highcharts 10.1.0
$233.820.76%0.01%6,237,4522025-03-31
MA
MASTERCARD
10,967-173-1.55%
Created with Highcharts 10.1.0
$305.070.73%0.00%6,011,3542025-03-31
EPD
ENTERPRISE PRODUCTS PARTNERS LP
174,981-2,040-1.15%
Created with Highcharts 10.1.0
$27.500.73%0.01%5,973,8522025-03-31
NEE
NEXTERA ENERGY
82,601+376+0.46%
Created with Highcharts 10.1.0
$56.910.71%0.00%5,855,5542025-03-31
LIN
LINDE
12,417-303-2.38%
Created with Highcharts 10.1.0
$334.540.70%0.00%5,781,8092025-03-31
GD
GENERAL DYNAMICS
21,155-174-0.82%
Created with Highcharts 10.1.0
$159.340.70%0.01%5,766,4302025-03-31
ACN
ACCENTURE
18,378-139-0.75%
Created with Highcharts 10.1.0
$154.980.70%0.00%5,734,8042025-03-31
BDX
BECTON DICKINSON &
24,964+271+1.10%
Created with Highcharts 10.1.0
$249.850.70%0.01%5,718,1402025-03-31
TR
TOOTSIE ROLL INDUSTRIES
176,105+4,656+2.72%
Created with Highcharts 10.1.0
$31.100.67%0.42%5,543,7952025-03-31
HD
HOME DEPOT
14,832-137-0.92%
Created with Highcharts 10.1.0
$154.440.66%0.00%5,435,8402025-03-31
WY
WEYERHAEUSER
183,096-2,154-1.16%
Created with Highcharts 10.1.0
$38.310.65%0.03%5,361,0652025-03-31
IVV
ISHARES CORE S&P 500 ETF
9,517-698-6.83%
Created with Highcharts 10.1.0
$300.410.65%0.00%5,347,7432025-03-31
VZ
VERIZON COMMUNICATIONS
114,811-1,261-1.09%
Created with Highcharts 10.1.0
$51.740.63%0.00%5,207,8482025-03-31