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Blankinship & Foster, LLC
Blankinship & Foster, LLC is an independent, fee-only wealth advisory and financial management firm headquartered in Solana Beach, CA. The firm was founded in 1989 by John Blankinship and Charles Foster. As of 2025, it specializes in integrated financial planning and investment management services for individuals and families, particularly focusing on physicians, retirees, and high-net-worth clients. The organization operates with a fiduciary standard and emphasizes personalized service led by a team of credentialed advisors, including CFPs and CDFAs. Employee count is not publicly stated but appears to be a small team.
Investment Strategy
Blankinship & Foster, LLC employs a disciplined, fiduciary, and personalized investment management strategy guided by a rigorous approach to security analysis and portfolio construction. The firm’s Investment Committee establishes recommended investments and model portfolios, while advisors tailor investment solutions to each client's specific goals, financial circumstances, and risk tolerance. The firm integrates retirement planning, tax efficiency, estate planning, and wealth transfer strategies to provide holistic, long-term financial advice, seeking to preserve and grow wealth for individuals and families.
Latest 13F Filing Activity
Blankinship & Foster, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $427M. The fund increased holdings in Dimensional Etf Trust, Vanguard Intl Equity Index F, Vanguard Index FDS among other positions. Blankinship & Foster, LLC reduced exposure to Apple Inc., Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 27.06% | $115.6M | 2,728,541 | $31.51 | $42.36 | +$10.0M |
V VEU | VANGUARD INTL EQUITY INDEX F | 9.60% | $41.0M | 610,106 | $53.43 | $67.22 | +$4.8M |
V VTI | VANGUARD INDEX FDS | 7.36% | $31.4M | 103,457 | $138.68 | $303.93 | +$3.7M |
V VUG | VANGUARD INDEX FDS | 7.28% | $31.1M | 70,936 | $121.14 | $438.40 | +$4.4M |
H HEFA | ISHARES TR | 7.14% | $30.5M | 802,912 | $28.40 | $37.96 | +$1.3M |
Industry Allocation
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