Blooom as of Dec. 31, 2020
Portfolio Holdings for Blooom
Blooom holds 43 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Cerner Corporation | 47.8 | $60M | 763k | 78.12 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 17.0 | $21M | 110k | 193.49 | |
| Vanguard Star Vg Tl Intl Stk F (VXUS) | 9.6 | $12M | 199k | 60.23 | |
| Vanguard Bd Index Intermed Term (BIV) | 4.9 | $6.1M | 66k | 92.79 | |
| Costco Wholesale Corporation (COST) | 1.6 | $2.0M | 5.4k | 372.73 | |
| Amazon (AMZN) | 1.5 | $1.8M | 558.00 | 3284.95 | |
| Microsoft Corporation (MSFT) | 1.5 | $1.8M | 8.2k | 221.00 | |
| Progressive Corporation (PGR) | 1.4 | $1.8M | 18k | 97.51 | |
| Disney Walt Com Disney (DIS) | 1.2 | $1.4M | 20k | 72.44 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $1.3M | 35k | 36.08 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $1.0M | 20k | 51.59 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.7 | $902k | 15k | 58.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $889k | 1.6k | 566.96 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $872k | 9.8k | 89.41 | |
| Honeywell International (HON) | 0.7 | $855k | 7.9k | 107.89 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $829k | 9.2k | 90.38 | |
| Abbott Laboratories (ABT) | 0.7 | $826k | 7.6k | 108.26 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.6 | $770k | 9.0k | 85.30 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $668k | 7.4k | 90.47 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $604k | 11k | 55.92 | |
| Cigna Corp (CI) | 0.5 | $599k | 2.9k | 203.95 | |
| Eversource Energy (ES) | 0.4 | $515k | 3.9k | 132.19 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $473k | 9.1k | 52.13 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $457k | 11k | 41.37 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $448k | 5.5k | 81.90 | |
| United Parcel Service CL B (UPS) | 0.4 | $446k | 2.6k | 169.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $433k | 8.6k | 50.39 | |
| Intel Corporation (INTC) | 0.3 | $385k | 7.9k | 48.57 | |
| Chevron Corporation (CVX) | 0.3 | $368k | 4.3k | 85.13 | |
| Oracle Corporation (ORCL) | 0.3 | $347k | 673.00 | 515.60 | |
| Rollins (ROL) | 0.3 | $317k | 8.2k | 38.69 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $295k | 1.2k | 255.85 | |
| Danaher Corporation (DHR) | 0.2 | $293k | 597.00 | 490.79 | |
| Southwest Airlines (LUV) | 0.2 | $292k | 3.5k | 84.42 | |
| Bristol Myers Squibb (BMY) | 0.2 | $287k | 5.7k | 50.51 | |
| Jacobs Engineering | 0.2 | $271k | 2.5k | 107.07 | |
| Textron (TXT) | 0.2 | $262k | 5.5k | 48.02 | |
| Tesla Motors (TSLA) | 0.2 | $248k | 369.00 | 672.09 | |
| Amgen (AMGN) | 0.2 | $246k | 1.1k | 225.27 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $210k | 667.00 | 314.84 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $200k | 345.00 | 579.71 | |
| Fossil (FOSL) | 0.1 | $102k | 12k | 8.77 | |
| Citigroup Com New (C) | 0.0 | $22k | 12k | 1.78 |
