BFI Wealth Solutions, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $583.7K | 0.4% |
| ISHARES TR | $528.0K | 0.4% |
| INNOVATOR ETFS TRUST | $493.5K | 0.4% |
| First Trust Exchange-Traded Fund VIII | $441.1K | 0.3% |
| INNOVATOR ETFS TRUST | $412.5K | 0.3% |
| MICROSOFT CORP | $399.6K | 0.3% |
| AMERICAN CENTY ETF TR | $387.7K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $373.6K | 0.3% |
| GOLDMAN SACHS ETF TR | $365.6K | 0.3% |
| CISCO SYSTEMS, INC. | $359.7K | 0.3% |
| ISHARES INC | $359.3K | 0.3% |
| SOUTHWEST AIRLINES CO | $345.3K | 0.3% |
| Apple Inc. | $337.3K | 0.2% |
| ISHARES TR | $329.6K | 0.2% |
| INNOVATOR ETFS TRUST | $328.0K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $316.0K | 0.2% |
| INNOVATOR ETFS TRUST | $303.2K | 0.2% |
| INNOVATOR ETFS TRUST | $302.2K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $299.0K | 0.2% |
| Origin Bancorp, Inc. | $291.5K | 0.2% |
| AMERICAN CENTY ETF TR | $287.2K | 0.2% |
| INNOVATOR ETFS TRUST | $278.8K | 0.2% |
| TIMOTHY PLAN | $264.2K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $259.1K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $244.0K | 0.2% |
| INNOVATOR ETFS TRUST | $241.6K | 0.2% |
| JPMORGAN CHASE & CO | $233.4K | 0.2% |
| TIMOTHY PLAN | $231.1K | 0.2% |
| INNOVATOR ETFS TRUST | $230.4K | 0.2% |
| ISHARES TR | $215.5K | 0.2% |
| INNOVATOR ETFS TRUST | $205.0K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $200.6K | 0.1% |