BFSG, LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$893.9B

Holdings

671

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (671 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
114,807$34.9B3.90%
2
MSFTMICROSOFT CORP
57,441$28.6B3.20%
3
NVDANVIDIA CORPORATION
177,533$28.0B3.14%
4
IAU*ISHARES GOLD TR
372,940$23.3B2.60%
5
AAPLAPPLE INC
85,418$17.5B1.96%
6
NEMNEWMONT CORP
281,460$16.4B1.83%
7
SGOLETFS GOLD TR
506,781$16.0B1.79%
8
BNDVANGUARD BD INDEX FDS
215,883$15.9B1.78%
9
AVUVAMERICAN CENTY ETF TR
171,910$15.7B1.75%
10
SPYSPDR S&P 500 ETF TR
24,423$15.1B1.69%
11
RTXRTX CORPORATION
94,266$13.8B1.54%
12
DFEMDIMENSIONAL ETF TRUST
430,970$12.8B1.43%
13
GQ9SPDR GOLD TR
41,829$12.8B1.43%
14
JPSTJ P MORGAN EXCHANGE TRADED F
211,196$10.7B1.20%
15
AMZNAMAZON COM INC
47,291$10.4B1.16%
16
BNDXVANGUARD CHARLOTTE FDS
208,411$10.3B1.15%
17
CHDCHURCH & DWIGHT CO INC
106,368$10.2B1.14%
18
COSTCOSTCO WHSL CORP NEW
10,110$10.0B1.12%
19
GOOGALPHABET INC
53,427$9.5B1.06%
20
VDEVANGUARD WORLD FD
78,428$9.3B1.05%
21
CSXCSX CORP
284,411$9.3B1.04%
22
APHAMPHENOL CORP NEW
93,142$9.2B1.03%
23
SCHPSCHWAB STRATEGIC TR
319,315$8.5B0.95%
24
MRVLMARVELL TECHNOLOGY INC
107,113$8.3B0.93%
25
NINISOURCE INC
202,290$8.2B0.91%
26
NVONOVO-NORDISK A S
117,450$8.1B0.91%
27
TAT&T INC
279,639$8.1B0.91%
28
VXUSVANGUARD STAR FDS
112,068$7.7B0.87%
29
NSCNORFOLK SOUTHN CORP
30,243$7.7B0.87%
30
CLCOLGATE PALMOLIVE CO
83,641$7.6B0.85%
31
SONYSONY GROUP CORP
287,448$7.5B0.84%
32
JPMJPMORGAN CHASE & CO.
25,436$7.4B0.82%
33
TTENTOTALENERGIES SE
118,925$7.3B0.82%
34
XOMEXXON MOBIL CORP
65,933$7.1B0.80%
35
PLTRPALANTIR TECHNOLOGIES INC
49,770$6.8B0.76%
36
TJXTJX COS INC NEW
53,869$6.7B0.74%
37
SOSOUTHERN CO
72,229$6.6B0.74%
38
MAMASTERCARD INCORPORATED
11,038$6.2B0.69%
39
FBCGFIDELITY COVINGTON TRUST
127,860$6.2B0.69%
40
GDGENERAL DYNAMICS CORP
21,126$6.2B0.69%
41
TSMTAIWAN SEMICONDUCTOR MFG LTD
27,100$6.1B0.69%
42
AXPAMERICAN EXPRESS CO
18,949$6.0B0.68%
43
K6BKBR INC
125,658$6.0B0.67%
44
DISDISNEY WALT CO
48,111$6.0B0.67%
45
TRTOOTSIE ROLL INDS INC
176,413$5.9B0.66%
46
NEENEXTERA ENERGY INC
84,195$5.8B0.65%
47
LINLINDE PLC
12,320$5.8B0.65%
48
IVVISHARES TR
9,305$5.8B0.65%
49
ACNACCENTURE PLC IRELAND
18,906$5.7B0.63%
50
AJGGALLAGHER ARTHUR J & CO
17,597$5.6B0.63%
51
WMTWALMART INC
57,427$5.6B0.63%
52
HDHOME DEPOT INC
14,945$5.5B0.61%
53
EPDENTERPRISE PRODS PARTNERS L
176,208$5.5B0.61%
54
VOOVANGUARD INDEX FDS
9,583$5.4B0.61%
55
BACVERIZON COMMUNICATIONS INC
120,970$5.2B0.59%
56
LVHILEGG MASON ETF INVT
155,898$5.1B0.57%
57
JT5MUELLER WTR PRODS INC
202,437$4.9B0.54%
58
WYWEYERHAEUSER CO MTN BE
184,565$4.7B0.53%
59
SHVISHARES TR
42,360$4.7B0.52%
60
IQLTISHARES TR
107,584$4.6B0.52%
61
KDPKEURIG DR PEPPER INC
137,377$4.5B0.51%
62
RMERESMED INC
17,556$4.5B0.51%
63
XLKSELECT SECTOR SPDR TR
17,783$4.5B0.50%
64
PFEPFIZER INC
185,704$4.5B0.50%
65
BDXBECTON DICKINSON & CO
26,071$4.5B0.50%
66
SYKSTRYKER CORPORATION
11,155$4.4B0.49%
67
SCHZSCHWAB STRATEGIC TR
187,326$4.4B0.49%
68
ESLTELBIT SYS LTD
9,513$4.3B0.48%
69
ABBVABBVIE INC
23,027$4.3B0.48%
70
BSVVANGUARD BD INDEX FDS
53,156$4.2B0.47%
71
PANWPALO ALTO NETWORKS INC
19,711$4.0B0.45%
72
PGPROCTER AND GAMBLE CO
25,083$4.0B0.45%
73
VXFVANGUARD INDEX FDS
20,648$4.0B0.45%
74
SCHDSCHWAB STRATEGIC TR
149,416$4.0B0.44%
75
MOG/AMOOG INC
21,858$4.0B0.44%
76
JNJJOHNSON & JOHNSON
25,876$4.0B0.44%
77
PRUPRUDENTIAL FINL INC
36,734$3.9B0.44%
78
MCDMCDONALDS CORP
13,335$3.9B0.44%
79
AMGNAMGEN INC
13,730$3.8B0.43%
80
ROCKGIBRALTAR INDS INC
64,420$3.8B0.43%
81
PCHPOTLATCHDELTIC CORPORATION
98,711$3.8B0.42%
82
XLVSELECT SECTOR SPDR TR
27,109$3.7B0.41%
83
VMCVULCAN MATLS CO
13,735$3.6B0.40%
84
WMWASTE MGMT INC DEL
15,570$3.6B0.40%
85
DFLVDIMENSIONAL ETF TRUST
113,077$3.5B0.39%
86
CPRXCATALYST PHARMACEUTICALS INC
161,621$3.5B0.39%
87
PAASPAN AMERN SILVER CORP
120,351$3.4B0.38%
88
OREALTY INCOME CORP
57,854$3.3B0.37%
89
XLFSELECT SECTOR SPDR TR
62,493$3.3B0.37%
90
AMRZAMRIZE LTD
65,677$3.3B0.36%
91
PNWPINNACLE WEST CAP CORP
35,925$3.2B0.36%
92
TSLATESLA INC
9,840$3.1B0.35%
93
IJTISHARES TR
23,249$3.1B0.35%
94
SUSLISHARES TR
28,416$3.1B0.34%
95
XMHQINVESCO EXCHANGE TRADED FD T
31,232$3.1B0.34%
96
RHCRH PLC
33,374$3.1B0.34%
97
SCHGSCHWAB STRATEGIC TR
104,211$3.0B0.34%
98
CVXCHEVRON CORP NEW
20,229$2.9B0.32%
99
MRKMERCK & CO INC
36,592$2.9B0.32%
100
SLVISHARES SILVER TR
87,232$2.9B0.32%
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