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Portfolio (Quarterly) Guide ↗

Blankinship & Foster, LLC

· CIK 0001708872
13F Portfolio $463M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 2,538.0 $283K 0.06% NEW $111.41 +19.7%
62 IJJ ISHARES TR 2,123.0 $279K 0.06% NEW $131.59 +4.4%
63 T AT&T INC Communication Services 11,153.0 $277K 0.06% NEW $24.84 -1.7%
64 VOD VODAFONE GROUP PLC NEW Communication Services 20,912.0 $276K 0.06% NEW $13.21 +13.6%
65 PFE PFIZER INC Healthcare 10,855.0 $270K 0.06% NEW $24.90 +1.7%
66 BX BLACKSTONE INC Financial Services 1,676.0 $258K 0.06% NEW $154.14 -25.9%
67 MO ALTRIA GROUP INC Consumer Defensive 4,401.0 $254K 0.06% NEW $57.66 +27.9%
68 IUSG ISHARES TR 1,504.0 $253K 0.06% NEW $167.94 +9.3%
69 AWR AMER STATES WTR CO Utilities 3,463.0 $251K 0.05% NEW $72.49 +4.2%
70 IGM ISHARES TR 1,847.0 $239K 0.05% NEW $129.16 +17.4%
71 GSK GSK PLC Healthcare 4,832.0 $237K 0.05% NEW $49.04 +2.5%
72 JEF JEFFERIES FINL GROUP INC Financial Services 3,817.0 $237K 0.05% NEW $61.97 -15.7%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 5,801.0 $236K 0.05% NEW $40.73 +14.8%
74 SMMT SUMMIT THERAPEUTICS INC Healthcare 12,777.0 $223K 0.05% NEW $17.49 -8.4%
75 MDV MODIV INDUSTRIAL INC Real Estate 15,217.0 $219K 0.05% NEW $14.39 +26.1%
76 VTV VANGUARD INDEX FDS 1,141.0 $218K 0.05% NEW $190.99 +8.4%
77 JEPI J P MORGAN EXCHANGE TRADED F 3,645.0 $209K 0.04% NEW $57.24 -2.0%
78 IWN ISHARES TR 1,150.0 $208K 0.04% NEW $181.26 +12.7%
79 CVX CHEVRON CORP NEW Energy 1,329.0 $203K 0.04% NEW $152.41 +28.7%
Page 4 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Healthcare 18.9%
Communication Services 18.0%
Financial Services 15.8%
Consumer Defensive 4.9%
Energy 4.7%
Industrials 3.2%
Real Estate 3.2%
Consumer Cyclical 1.6%
Utilities 0.7%