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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| BFSG LLC
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| CRD # | 143617 |
| SEC # | 801-67796 |
| CIK # | |
| AUM | $444.8 MM (100% Disc, 100% US) |
| Employees | 28 (68% Investors, 0% Brokers) |
| Phone | 949-955-2552 |
| Address | 2040 Main Street Irvine, CA 92614 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SHY | 11.3 | ||
| VTI | 10.4 | ||
| IEI | 10.3 | ||
| SHV | 8.1 | ||
| BNDX | 7.7 | ||
| BIL | 7.1 | ||
| SCHP | 6.9 | ||
| MSFT | 865,660.0 | 6.8 | |
| VCSH | 6.5 | ||
| IJR | 6.2 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | 805-2135054767 | 15.5 | ||
| View All | ||||
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