BFSG, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Irvine, CA
CIK
0001706836
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 604 687,355 MSFT, AAPL, VTI, SPY 13F-HR 2/1/2024 000170683624000001
Q3 2023 247 616,173 MSFT, SPY, AAPL, VTI 13F-HR 10/20/2023 000170683623000010
Q2 2023 208 588,357 MSFT, AAPL, VTI, CHD 13F-HR 8/7/2023 000170683623000008
Q1 2023 193 541,786 MSFT, AAPL, VTI, IAU 13F-HR 5/10/2023 000170683623000004
Q4 2022 185 499,429 VTI, AAPL, MSFT, CSX 13F-HR 2/1/2023 000170683623000002
Q3 2022 175 470,264 VTI, AAPL, MSFT, WIW 13F-HR 11/7/2022 000170683622000010
Q2 2022 189 554,252 VTI, AAPL, MSFT, WIW 13F-HR 8/4/2022 000170683622000006
Q1 2022 189 631,505 WIW, VTI, IAU, GLD 13F-HR 5/4/2022 000170683622000004
Q4 2021 215 719,410 AAPL, MSFT, VTI, IAU 13F-HR 1/24/2022 000170683622000002
Q3 2021 209 655,117 GLD, AAPL, IAU, MSFT 13F-HR 11/3/2021 000170683621000008
Q2 2021 133 556,841 GLD, MSFT, AAPL, VCSH 13F-HR 7/29/2021 000170683621000006
Q1 2021 205 616,819 GLD, IAU, MSFT, WIW 13F-HR 4/26/2021 000170683621000004
Q4 2020 200 602,750 GLD, IEI, IAU, AAPL 13F-HR 1/26/2021 000170683621000002
Q3 2020 182 536,869 IEI, GLD, AAPL, MSFT 13F-HR 11/4/2020 000170683620000009
Q2 2020 165 463,933 IEI, GLD, SHY, MSFT 13F-HR 7/22/2020 000170683620000007
Q1 2020 146 389,528 IEI, SHY, GLD, MSFT 13F-HR 4/27/2020 000170683620000005
Q4 2019 193 530,043 IEI, SHY, GLD, VTI 13F-HR 1/29/2020 000170683620000002
Q3 2019 184 451,188 IEI, SHY, VTI, NEE 13F-HR 10/25/2019 000170683619000008
Q2 2019 125 256,361 IEI, SHY, VTI, SHV 13F-HR 7/30/2019 000170683619000006
Q1 2019 131 267,045 SHY, VTI, IEI, SHV 13F-HR 4/18/2019 000170683619000004
Q4 2018 92 220,175 SHY, VTI, IEI, SHV 13F-HR 1/24/2019 000170683619000002
Q3 2018 122 237,148 VCIT, MSFT, VTI, IJR 13F-HR 10/18/2018 000170683618000016
Q2 2018 126 227,549 VCSH, VCIT, IJR, BNDX 13F-HR 7/31/2018 000170683618000014
Q1 2018 145 225,353 VCSH, VCIT, VTI, BNDX 13F-HR 5/8/2018 000170683618000010
Q4 2017 148 236,949 VCIT, VCSH, BNDX, VTI 13F-HR 1/23/2018 000170683618000005
Q3 2017 145 221,678 VCIT, VCSH, BNDX, IHDG 13F-HR 10/12/2017 000170683617000008
Q2 2017 123 203,474 VCSH, BNDX, IHDG, IJR 13F-HR 8/10/2017 000170683617000004
Q1 2017 101 198,990 VCSH, VCIT, BNDX, IJR 13F-HR 5/16/2017 000170683617000002