Blankinship & Foster, LLC

RIA/Wealth

Blankinship & Foster, LLC is a RIA/Wealth based in Solana Beach, CA led by Stefan Prvanov, reporting $862.2M in AUM as of Q3 2025 with 92% ETF concentration, 81% concentrated in top 10 holdings, and 27% allocation to DFAU.

CEOStefan Prvanov

Portfolio Value: $457.4M
Positions: 77
Top Holding: DFAU at 27.27%
Last Reported: Q3 2025

Address420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075, United States

Top Holdings

Largest long holdings in Blankinship & Foster, LLC's portfolio (81.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$124.7M	27.27%	-$143.7K Sold	— 2.7M shares	Q2 2023 Held for 2y 5m
2 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$45.4M	9.93%	+$1.9M Bought	— 636.6K shares	Q3 2017 Held for 8y 2m
3 Vanguard Total Stock Market VTI	ETF ETF	$33.9M	7.41%	-$59.1K Sold	— 103.3K shares	Q4 2016 Held for 8y 11m
4 Vanguard Growth VUG	ETF ETF	$33.6M	7.36%	-$378.4K Sold	— 70.1K shares	Q4 2016 Held for 8y 11m
5 iShares Currency Hedged MSCI EAFE HEFA	ETF ETF	$32.7M	7.14%	+$850.0K Bought	— 824.4K shares	Q4 2018 Held for 6y 11m
6 Vanguard Mid-Cap Fund VO	ETF ETF	$32.1M	7.03%	+$336.6K Bought	— 109.4K shares	Q4 2016 Held for 8y 11m
7 Xtrackers MSCI EAFE Hedged Equity DBEF	ETF ETF	$25.9M	5.66%	-$1.3M Sold	— 557.7K shares	Q4 2016 Held for 8y 11m
8 VDC Vanguard Consumer Staples VDC	ETF ETF	$17.2M	3.76%	+$29.5K Bought	— 80.4K shares	Q4 2016 Held for 8y 11m
9 Vanguard FTSE Emerging Markets VWO	ETF ETF	$16.3M	3.56%	+$471.9K Bought	— 300.7K shares	Q4 2016 Held for 8y 11m
10 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$10.1M	2.20%	-$121.4K Sold	— 100.4K shares	Q4 2018 Held for 6y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Blankinship & Foster, LLC's latest filing

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Market Value

$457.4M

Prior: $427.1M

Q/Q Change

+7.08%

+$30.2M

Net Flows % of MV

+0.115%

Turnover Ratio

0.928%

New Purchases

0 stocks

Added To

34 stocks

+$4.2M

Sold Out Of

1 stocks

$505.7K

Reduced Holdings

22 stocks

-$3.2M

Increased Positions

Position	Shares Δ	Change
1 Nvidia NVDA	+17.02%	2.5K → 2.9K +$80.0K
2 Qualcomm QCOM	+14.4%	11.2K → 12.8K +$268.3K
3 Amazon AMZN	+6.92%	2.4K → 2.5K +$36.0K
4 Meta Platforms, Inc. META	+5.86%	648.0 → 686.0 +$27.9K
5 Microsoft MSFT	+4.51%	2.9K → 3.0K +$67.3K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Bond BSV	Sold	6.4K → 0 −$505.7K
2 American Water Works AWK	-25.4%	2.1K → 1.5K −$72.9K
3 American States Water AWR	-22.24%	4.5K → 3.5K −$72.6K
4 Apple AAPL	-11.29%	21.1K → 18.7K −$606.3K
5 iShares 0-5 Year High Yield Corporate Bond SHYG	-8.95%	23.3K → 21.2K −$90.2K