Blooom

Latest statistics and disclosures from Blooom's latest quarterly 13F-HR filing:

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Positions held by Blooom consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Blooom

Companies in the Blooom portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cerner Corporation (CERN) 42.0 $56M 720k 78.26
Vanguard Index Fds Total Stk Mkt (VTI) 18.3 $25M 110k 222.80
Vanguard Star Vg Tl Intl Stk F (VXUS) 9.9 $13M 201k 65.94
Vanguard Bd Index Intermed Term (BIV) 5.7 $7.6M 85k 89.94
Microsoft Corporation (MSFT) 2.0 $2.7M 9.8k 270.99
Amazon (AMZN) 1.6 $2.1M 608.00 3442.43
Progressive Corporation (PGR) 1.3 $1.8M 18k 98.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.6M 40k 39.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $1.5M 28k 53.19
Disney Walt Com Disney (DIS) 1.1 $1.5M 8.5k 175.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.2M 2.1k 594.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.2M 12k 103.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.1M 11k 104.53
Costco Wholesale Corporation (COST) 0.8 $1.1M 2.8k 395.77

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Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.8 $1.1M 19k 57.09
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.1M 14k 79.75
Exxon Mobil Corporation (XOM) 0.7 $954k 15k 63.02
Abbott Laboratories (ABT) 0.6 $838k 7.4k 112.91
Wal-Mart Stores (WMT) 0.6 $831k 6.0k 138.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $828k 15k 54.51
Honeywell International (HON) 0.6 $795k 7.3k 108.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $755k 7.3k 103.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $670k 12k 56.94
United Parcel Service CL B (UPS) 0.4 $563k 2.7k 205.10
Cigna Corp (CI) 0.4 $557k 2.4k 237.02
Eversource Energy (ES) 0.4 $518k 4.2k 124.43
Kroger (KR) 0.4 $508k 13k 38.76
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $475k 1.6k 293.21
Johnson & Johnson (JNJ) 0.4 $473k 13k 37.03
Oracle Corporation (ORCL) 0.3 $440k 700.00 628.57
Intel Corporation (INTC) 0.3 $431k 7.6k 56.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $408k 5.2k 78.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $401k 6.8k 58.88
Danaher Corporation (DHR) 0.3 $388k 649.00 597.84
Vanguard Bd Index Total Bnd Mrkt (BND) 0.3 $365k 3.4k 108.08
Textron (TXT) 0.2 $321k 4.7k 68.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $284k 2.4k 120.65
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $279k 1.0k 275.15
Jacobs Engineering (J) 0.2 $278k 2.1k 131.69
Rollins (ROL) 0.2 $276k 8.0k 34.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $255k 5.9k 42.95
BlackRock (BLK) 0.2 $233k 267.00 872.66
Ishares Tr Core S&p500 Etf (IVV) 0.2 $217k 325.00 667.69
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $217k 1.0k 215.06
Magna Intl Inc cl a (MGA) 0.2 $217k 2.3k 92.73
Chevron Corporation (CVX) 0.2 $205k 2.0k 104.17
M&T Bank Corporation (MTB) 0.1 $201k 1.4k 146.08
Fossil (FOSL) 0.1 $157k 12k 13.51
Citigroup Com New (C) 0.0 $27k 13k 2.07

Past Filings by Blooom

SEC 13F filings are viewable for Blooom going back to 2021