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Portfolio (Quarterly) Guide ↗

Blankinship & Foster, LLC

· CIK 0001708872
13F Portfolio $452M AUM 75 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 12 Added 22 Reduced 5 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 651.0 $649K 0.14% -15.0 -2.2% $996.43 +9.7%
42 IVV ISHARES TR 955.0 $624K 0.14% -197.0 -17.1% $652.88 +13.3%
43 IWB ISHARES TR 1,647.0 $587K 0.13% -436.0 -20.9% $356.47 +12.5%
44 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,397.0 $547K 0.12% -1K -45.7% $391.76 +87.0%
45 SCHB SCHWAB STRATEGIC TR 20,680.0 $519K 0.12% $25.10 +12.7%
46 KMI KINDER MORGAN INC DEL Energy 15,035.0 $504K 0.11% $33.53 +2.4%
47 IYK ISHARES TR 6,905.0 $484K 0.11% $70.03 +4.1%
48 STIP ISHARES TR 4,600.0 $476K 0.10% +2K +59.7% $103.43 -0.1%
49 VIG VANGUARD SPECIALIZED FUNDS 2,206.0 $474K 0.10% $215.07 +7.1%
50 EFAV ISHARES TR 4,458.0 $407K 0.09% $91.38 +0.5%
51 META META PLATFORMS INC Communication Services 683.0 $391K 0.09% $572.13 +5.5%
52 VHT VANGUARD WORLD FD 1,413.0 $385K 0.09% $272.30 +0.8%
53 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,809.0 $340K 0.07% $58.47 +13.5%
54 IWM ISHARES TR 1,355.0 $336K 0.07% $248.00 +10.5%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 2,010.0 $332K 0.07% $165.34 +16.6%
56 T AT&T INC Communication Services 11,148.0 $323K 0.07% $28.99 -14.3%
57 WMT WALMART INC Consumer Defensive 2,538.0 $315K 0.07% $124.28 +8.6%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 1,300.0 $315K 0.07% $242.43 -8.2%
59 VOD VODAFONE GROUP PLC Communication Services 20,912.0 $314K 0.07% $15.02 +1.0%
60 PFE PFIZER INC Healthcare 10,855.0 $305K 0.07% $28.08 -8.7%
Page 3 of 4  ·  75 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 32.5%
Healthcare 18.1%
Communication Services 16.7%
Financial Services 13.0%
Consumer Defensive 5.3%
Energy 4.3%
Industrials 3.5%
Real Estate 3.2%
Consumer Cyclical 2.0%
Utilities 1.3%