Blooom

Blooom as of March 31, 2021

Portfolio Holdings for Blooom

Blooom holds 50 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cerner Corporation 43.2 $55M 732k 75.28
Vanguard Index Fds Total Stk Mkt (VTI) 17.6 $22M 109k 206.27
Vanguard Star Vg Tl Intl Stk F (VXUS) 9.7 $12M 198k 62.72
Vanguard Bd Index Intermed Term (BIV) 5.4 $6.9M 78k 88.73
Microsoft Corporation (MSFT) 1.8 $2.3M 9.9k 233.75
Amazon (AMZN) 1.5 $1.9M 610.00 3181.97
Progressive Corporation (PGR) 1.4 $1.8M 18k 97.86
Disney Walt Com Disney (DIS) 1.2 $1.5M 7.4k 199.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $1.4M 26k 52.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.4M 30k 45.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.3M 2.3k 548.80
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.8 $1.0M 18k 57.16
Costco Wholesale Corporation (COST) 0.8 $997k 2.8k 350.44
Johnson & Johnson (JNJ) 0.8 $991k 25k 39.81
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $963k 11k 91.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $920k 6.5k 141.91
Abbott Laboratories (ABT) 0.7 $880k 7.3k 119.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $871k 5.5k 157.14
Exxon Mobil Corporation (XOM) 0.7 $858k 15k 57.86
Honeywell International (HON) 0.6 $823k 7.5k 109.34
Wal-Mart Stores (WMT) 0.6 $809k 5.9k 136.06
Cigna Corp (CI) 0.6 $724k 3.0k 243.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $655k 6.8k 96.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $608k 6.7k 91.10
Eversource Energy (ES) 0.4 $526k 3.9k 133.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $522k 7.6k 68.47
Kroger (KR) 0.4 $514k 14k 37.22
Intel Corporation (INTC) 0.4 $489k 7.7k 63.91
United Parcel Service CL B (UPS) 0.4 $467k 2.8k 167.38
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $445k 1.6k 286.54
Southwest Airlines (LUV) 0.3 $405k 2.6k 156.61
Oracle Corporation (ORCL) 0.3 $395k 698.00 565.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $389k 6.8k 57.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $376k 5.1k 74.31
Vanguard Bd Index Total Bnd Mrkt (BND) 0.3 $341k 3.2k 107.60
Jacobs Engineering 0.3 $326k 2.5k 128.80
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $322k 1.3k 250.97
Danaher Corporation (DHR) 0.2 $316k 639.00 494.52
Textron (TXT) 0.2 $260k 4.7k 55.52
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $224k 4.8k 46.35
Magna Intl Inc cl a (MGA) 0.2 $214k 2.1k 101.86
M&T Bank Corporation (MTB) 0.2 $211k 1.4k 152.68
American Express Company (AXP) 0.2 $207k 1.4k 144.45
Chevron Corporation (CVX) 0.2 $203k 1.9k 105.29
Ishares Tr Core S&p500 Etf (IVV) 0.2 $202k 320.00 631.25
BlackRock (BLK) 0.2 $200k 267.00 749.06
Fidelity Total Bd Etf (FBND) 0.2 $200k 3.8k 52.51
Fossil (FOSL) 0.1 $167k 12k 14.36
Banc Of California (BANC) 0.1 $114k 114k 1.00
Citigroup Com New (C) 0.0 $27k 13k 2.10