Blankinship & Foster, LLC

CIK 0001708872 • 8 13F filings • Apr 25, 2025 – Oct 19, 2026

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Filer information

Filed by: Blankinship & Foster, LLC, Director/Wealth Manager; CCO
Address: 420 Stevens Ave, Ste. 250, Solana Beach, CA, 92075
Phone: 858-755-5166
AUM: $462.7M

AUM over time

$489.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q3 2024

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $427.1M75 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.6M	0.4%	12,034 SH	New
ABBVIE INC	COM	$2.9M	0.7%Prev: 0.7%	15,484 SH	Decreased+86 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.5%	7,660 SH	Decreased-100 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.4%Prev: 0.6%	8,662 SH	Decreased-98 SH
ALTRIA GROUP INC	COM	$257K	0.1%Prev: 0.1%	4,379 SH	Decreased-20 SH
AMAZON COM INC	COM	$520K	0.1%Prev: 0.2%	2,370 SH	Decreased-1,159 SH
AMER STATES WTR CO	COM	$341K	0.1%Prev: 0.1%	4,452 SH	Increased+989 SH
AMERICAN WTR WKS CO INC NEW	COM	$287K	0.1%Prev: 0.0%	2,063 SH	Increased+531 SH
APPLE INC	COM	$4.3M	1.0%Prev: 1.6%	21,095 SH	Decreased-8,166 SH
AT&T INC	COM	$319K	0.1%Prev: 0.1%	11,040 SH	Decreased-108 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	0.9%Prev: 0.8%	5 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	0.8%Prev: 0.8%	7,130 SH	Increased-21 SH
BLACKSTONE INC	COM	$250K	0.1%	1,669 SH	New
BOEING CO	COM	$318K	0.1%Prev: 0.1%	1,516 SH	Increased+192 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$275K	0.1%Prev: 0.1%	5,809 SH	Decreased
CATERPILLAR INC	COM	$548K	0.1%Prev: 0.2%	1,411 SH	Decreased-15 SH
COSTCO WHSL CORP NEW	COM	$655K	0.2%	662 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$25.6M	6.0%Prev: 5.7%	585,983 SH	Decreased+64,372 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$115.6M	27.1%Prev: 26.2%	2,728,541 SH	Decreased+106,051 SH
EXXON MOBIL CORP	COM	$518K	0.1%Prev: 0.2%	4,804 SH	Decreased+277 SH
INTERNATIONAL BUSINESS MACHS	COM	$379K	0.1%Prev: 0.1%	1,287 SH	Increased-13 SH
ISHARES INC	CORE MSCI EMKT	$1.2M	0.3%Prev: 0.3%	19,617 SH	Decreased-271 SH
ISHARES TR	0-5 YR TIPS ETF	$246K	0.1%Prev: 0.1%	2,394 SH	Decreased-2,206 SH
ISHARES TR	0-5YR HI YL CP	$1.0M	0.2%Prev: 0.2%	23,292 SH	Increased+1,603 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.4%Prev: 0.4%	26,442 SH	Decreased+1,135 SH
ISHARES TR	CORE S&P US GWT	$226K	0.1%Prev: 0.1%	1,504 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$723K	0.2%Prev: 0.1%	1,165 SH	Increased+210 SH
ISHARES TR	CORE US AGGBD ET	$10.1M	2.4%Prev: 2.2%	101,632 SH	Increased+600 SH
ISHARES TR	EXPND TEC SC ETF	$207K	0.0%Prev: 0.0%	1,847 SH	Decreased
ISHARES TR	HDG MSCI EAFE	$30.5M	7.1%Prev: 7.4%	802,912 SH	Decreased+13,808 SH
ISHARES TR	MBS ETF	$7.7M	1.8%Prev: 1.7%	82,103 SH	Decreased-424 SH
ISHARES TR	MSCI EAFE ETF	$8.3M	2.0%Prev: 2.0%	93,215 SH	Decreased+2,210 SH
ISHARES TR	MSCI EAFE MIN VL	$370K	0.1%Prev: 0.1%	4,398 SH	Decreased-60 SH
ISHARES TR	RUS 1000 ETF	$717K	0.2%Prev: 0.1%	2,110 SH	Increased+463 SH
ISHARES TR	RUS 1000 GRW ETF	$2.5M	0.6%Prev: 0.5%	5,848 SH	Increased+259 SH
ISHARES TR	RUSSELL 2000 ETF	$292K	0.1%Prev: 0.1%	1,355 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.3%Prev: 0.2%	11,130 SH	Increased+1,918 SH
ISHARES TR	S&P 500 VAL ETF	$802K	0.2%Prev: 0.2%	4,104 SH	Decreased+280 SH
ISHARES TR	S&P MC 400VL ETF	$262K	0.1%Prev: 0.1%	2,123 SH	Decreased
ISHARES TR	US CONSM STAPLES	$479K	0.1%Prev: 0.1%	6,798 SH	Decreased-107 SH
JEFFERIES FINL GROUP INC	COM	$205K	0.0%	3,741 SH	New
JOHNSON & JOHNSON	COM	$721K	0.2%Prev: 0.3%	4,717 SH	Decreased+67 SH
KINDER MORGAN INC DEL	COM	$441K	0.1%Prev: 0.1%	14,987 SH	Decreased-48 SH
META PLATFORMS INC	CL A	$478K	0.1%Prev: 0.1%	648 SH	Increased-35 SH
MICROSOFT CORP	COM	$1.4M	0.3%Prev: 0.2%	2,880 SH	Increased-97 SH
NVIDIA CORPORATION	COM	$398K	0.1%Prev: 0.1%	2,520 SH	Decreased-1,287 SH
ONEOK INC NEW	COM	$544K	0.1%	6,664 SH	New
PFIZER INC	COM	$261K	0.1%Prev: 0.1%	10,767 SH	Decreased-88 SH
PHILIP MORRIS INTL INC	COM	$363K	0.1%Prev: 0.1%	1,993 SH	Increased-17 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$895K	0.2%Prev: 0.2%	25,542 SH	Decreased-16 SH
QUALCOMM INC	COM	$1.8M	0.4%Prev: 0.4%	11,205 SH	Increased-1,941 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	0.5%Prev: 0.5%	66,207 SH	Decreased+2,253 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$538K	0.1%Prev: 0.1%	22,569 SH	Increased+1,889 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.9M	0.7%Prev: 0.7%	101,920 SH	Decreased+1,293 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$371K	0.1%Prev: 0.1%	2,573 SH	Decreased+1,176 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$277K	0.1%	1,092 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.6M	1.1%	7,512 SH	New
SUMMIT THERAPEUTICS INC	COM	$272K	0.1%Prev: 0.1%	12,777 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$506K	0.1%	6,426 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$31.1M	7.3%Prev: 6.4%	70,936 SH	Increased+4,265 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.6M	0.6%Prev: 0.6%	9,076 SH	Decreased+385 SH
VANGUARD INDEX FDS	MID CAP ETF	$30.3M	7.1%Prev: 7.1%	108,277 SH	Decreased-3,847 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$31.4M	7.4%Prev: 7.0%	103,457 SH	Decreased+5,298 SH
VANGUARD INDEX FDS	VALUE ETF	$202K	0.0%Prev: 0.0%	1,141 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$41.0M	9.6%Prev: 11.0%	610,106 SH	Decreased-55,108 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.4M	3.4%Prev: 3.8%	291,943 SH	Decreased-23,089 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.3%Prev: 0.2%	24,753 SH	Increased+8,440 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$452K	0.1%Prev: 0.1%	2,206 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	0.3%Prev: 0.3%	18,863 SH	Decreased+853 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	0.5%Prev: 0.6%	17,170 SH	Decreased
VANGUARD WORLD FD	CONSUM STP ETF	$17.6M	4.1%Prev: 4.1%	80,275 SH	Decreased-1,745 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$353K	0.1%Prev: 0.1%	1,420 SH	Decreased+7 SH
VERIZON COMMUNICATIONS INC	COM	$249K	0.1%Prev: 0.1%	5,745 SH	Decreased+94 SH
VODAFONE GROUP PLC NEW	SPONSORED ADR	$223K	0.1%	20,912 SH	New
WALMART INC	COM	$233K	0.1%Prev: 0.1%	2,380 SH	Decreased-158 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.2M
CHEVRON CORPORATION — $275K
COSTCO WHOLESALE CORPORATION — $649K
GSK PLC — $267K
ISHARES TR — $218K
MODIV INDUSTRIAL INC — $218K
SELECT SECTOR SPDR TR — $271K
STATE STR SPDR S&P 500 ETF T — $4.7M
VODAFONE GROUP PLC — $314K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001580642-26-000390	$462.7M	View
Oct 19, 2026	Q3 2026	13F-HR	0001580642-26-006957	$489.6M	View
Nov 3, 2025	Q3 2025