Notify me when BFSG, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 714 | $1,027,812,505 | +$72,018,575 | -$90,164,769 | -$18,146,194 | VTI, NVDA, IAU, IVV, MSFT | 13F-HR | 22 Jan 2026, 14:27 |
| Q3 2025 | 700 | $1,030,970,226 | +$95,737,172 | -$29,923,072 | +$65,814,100 | VTI, NVDA, MSFT, IAU, IVV | 13F-HR | 28 Oct 2025, 18:09 |
| Q2 2025 | 671 | $893,936,766 | +$45,565,896 | -$24,243,013 | +$21,322,883 | VTI, MSFT, NVDA, IAU, AAPL | 13F-HR | 14 Jul 2025, 18:30 |
| Q1 2025 | 674 | $821,828,757 | +$29,730,454 | -$57,753,807 | -$28,023,353 | VTI, MSFT, IAU, AAPL, NVDA | 13F-HR | 17 Apr 2025, 18:08 |
| Q4 2024 | 672 | $855,297,996 | +$61,793,028 | -$45,853,782 | +$15,939,246 | VTI, MSFT, NVDA, AAPL, SPY | 13F-HR | 31 Jan 2025, 14:51 |
| Q3 2024 | 639 | $860,507,840 | +$72,014,846 | -$49,754,169 | +$22,260,677 | SPY, MSFT, VTI, AAPL, NVDA | 13F-HR | 16 Oct 2024, 13:43 |
| Q2 2024 | 617 | $789,248,548 | +$89,990,423 | -$45,446,325 | +$44,544,098 | SPY, MSFT, VTI, NVDA, AAPL | 13F-HR | 29 Jul 2024, 11:17 |
| Q1 2024 | 654 | $755,612,498 | +$67,624,246 | -$41,384,970 | +$26,239,276 | SPY, MSFT, VTI, AAPL, NVDA | 13F-HR | 23 Apr 2024, 13:54 |
| Q4 2023 | 601 | $686,023,175 | +$47,626,082 | -$28,136,290 | +$19,489,792 | MSFT, AAPL, VTI, SPY, DFEM | Restatement | 23 Apr 2024, 13:53 |
| Q3 2023 | 246 | $615,137,000 | +$85,156,066 | -$11,502,549 | +$73,653,517 | MSFT, SPY, AAPL, VTI, VDE | 13F-HR | 20 Oct 2023, 14:27 |
| Q2 2023 | 208 | $588,357,000 | +$54,864,494 | -$18,817,052 | +$36,047,442 | MSFT, AAPL, VTI, CHD, CSX | 13F-HR | 07 Aug 2023, 16:23 |
| Q1 2023 | 193 | $541,786,000 | +$44,873,764 | -$11,141,778 | +$33,731,986 | MSFT, AAPL, VTI, IAU, DFEM | 13F-HR | 10 May 2023, 14:21 |
| Q4 2022 | 184 | $498,996,000 | +$47,647,824 | -$51,330,149 | -$3,682,325 | VTI, AAPL, MSFT, CSX, IAU | 13F-HR | 01 Feb 2023, 18:00 |
| Q3 2022 | 175 | $470,264,000 | +$20,412,534 | -$34,511,222 | -$14,098,688 | VTI, AAPL, MSFT, WIW, FNV | 13F-HR | 07 Nov 2022, 12:08 |
| Q2 2022 | 189 | $553,516,736 | +$95,426,887 | -$66,616,727 | +$28,810,160 | VTI, AAPL, MSFT, WIW, CHD | 13F-HR | 04 Aug 2022, 12:34 |
| Q1 2022 | 189 | $631,505,000 | +$72,647,456 | -$26,239,596 | +$46,407,860 | WIW, VTI, IAU, GLD, WY | 13F-HR | 04 May 2022, 10:08 |
| Q4 2021 | 214 | $719,199,000 | +$56,864,045 | -$30,496,665 | +$26,367,380 | AAPL, MSFT, VTI, IAU, GLD | 13F-HR | 24 Jan 2022, 10:26 |
| Q3 2021 | 209 | $655,117,000 | +$131,317,157 | -$20,382,673 | +$110,934,484 | GLD, AAPL, IAU, MSFT, SCHZ | 13F-HR | 03 Nov 2021, 10:56 |
| Q2 2021 | 133 | $556,841,000 | +$42,193,489 | -$118,414,830 | -$76,221,341 | GLD, MSFT, AAPL, VCSH, WIW | 13F-HR | 29 Jul 2021, 10:56 |
| Q1 2021 | 205 | $616,819,000 | +$49,139,659 | -$49,592,021 | -$452,362 | GLD, IAUXXXX, MSFT, WIW, AAPL | 13F-HR | 26 Apr 2021, 13:13 |
| Q4 2020 | 199 | $602,632,000 | +$72,321,692 | -$25,437,867 | +$46,883,825 | GLD, IEI, IAUXXXX, AAPL, WIW | 13F-HR | 26 Jan 2021, 13:23 |
| Q3 2020 | 182 | $536,869,000 | +$80,070,798 | -$16,960,431 | +$63,110,367 | IEI, GLD, AAPL, MSFT, CHD | 13F-HR | 04 Nov 2020, 10:32 |
| Q2 2020 | 165 | $463,933,000 | +$70,038,616 | -$14,230,293 | +$55,808,323 | IEI, GLD, SHY, MSFT, IEF | 13F-HR | 22 Jul 2020, 09:48 |
| Q1 2020 | 146 | $389,528,000 | +$19,089,760 | -$30,448,177 | -$11,358,417 | IEI, SHY, GLD, MSFT, SCHZ | 13F-HR | 27 Apr 2020, 14:29 |
| Q4 2019 | 193 | $530,043,000 | +$73,946,614 | -$6,853,302 | +$67,093,312 | IEI, SHY, GLD, VTI, MSFT | 13F-HR | 29 Jan 2020, 09:43 |
| Q3 2019 | 184 | $451,188,000 | +$206,227,510 | -$8,962,570 | +$197,264,940 | IEI, SHY, VTI, NEE, MSFT | 13F-HR | 25 Oct 2019, 11:53 |
| Q2 2019 | 125 | $256,361,000 | +$21,367,521 | -$5,504,052 | +$15,863,469 | IEI, SHY, VTI, SHV, MSFT | 13F-HR | 30 Jul 2019, 14:34 |
| Q1 2019 | 131 | $267,045,000 | +$34,766,718 | -$2,607,024 | +$32,159,694 | SHY, VTI, IEI, SHV, MSFT | 13F-HR | 18 Apr 2019, 10:20 |
| Q4 2018 | 92 | $220,175,000 | +$50,685,799 | -$20,163,738 | +$30,522,061 | SHY, VTI, IEI, SHV, BNDX | 13F-HR | 24 Jan 2019, 10:59 |
| Q3 2018 | 122 | $237,148,000 | +$17,526,637 | -$9,176,247 | +$8,350,390 | VCIT, MSFT, VTI, IJR, BNDX | 13F-HR | 18 Oct 2018, 14:33 |
| Q2 2018 | 126 | $225,053,498 | +$18,518,223 | -$4,161,354 | +$14,356,869 | VCSH, VCIT, IJR, BNDX, MSFT | 13F-HR | 31 Jul 2018, 15:27 |
| Q1 2018 | 144 | $225,192,000 | +$12,825,409 | -$8,251,732 | +$4,573,677 | VCSH, VCIT, VTI, BNDX, IJR | 13F-HR | 07 May 2018, 19:29 |
| Q4 2017 | 147 | $236,763,000 | +$12,714,366 | -$5,135,861 | +$7,578,505 | VCIT, VCSH, BNDX, VTI, IHDG | 13F-HR | 23 Jan 2018, 12:31 |
| Q3 2017 | 144 | $221,506,000 | +$15,977,244 | -$4,381,872 | +$11,595,372 | VCIT, VCSH, BNDX, IHDG, IJR | 13F-HR | 12 Oct 2017, 10:17 |
| Q2 2017 | 123 | $203,474,000 | +$13,647,286 | -$5,610,114 | +$8,037,172 | VCSH, BNDX, IHDG, IJR, VCIT | 13F-HR | 10 Aug 2017, 10:31 |
| Q1 2017 | 101 | $198,990,000 | $0 | VCSH, VCIT, BNDX, IJR, IHDG | 13F-HR | 16 May 2017, 14:05 |