Blooom

Blooom as of June 30, 2022

Portfolio Holdings for Blooom

Blooom holds 45 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.2 $17M 90k 188.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.9 $9.3M 180k 51.62
Vanguard Bd Index Fds Intermed Term (BIV) 11.6 $6.7M 87k 77.63
Progressive Corporation (PGR) 3.5 $2.0M 18k 115.53
Microsoft Corporation (MSFT) 3.3 $1.9M 6.8k 277.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.3 $1.3M 26k 50.52
Amazon (AMZN) 2.2 $1.3M 12k 106.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.1 $1.2M 37k 32.33
Exxon Mobil Corporation (XOM) 1.8 $1.1M 12k 86.57
Costco Wholesale Corporation (COST) 1.7 $1.0M 2.2k 470.78
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.6 $957k 19k 49.54
Walt Disney Company (DIS) 1.5 $902k 9.5k 94.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $844k 19k 44.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $836k 404.00 2069.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $829k 18k 46.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $822k 17k 47.84
Apple (AAPL) 1.3 $744k 5.3k 139.59
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.2 $707k 12k 61.64
Wal-Mart Stores (WMT) 1.2 $682k 5.5k 124.25
Honeywell International (HON) 1.1 $638k 7.3k 87.17
Cigna Corp (CI) 1.1 $629k 2.4k 261.76
Kroger (KR) 1.1 $614k 14k 45.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $593k 13k 44.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $570k 12k 49.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $474k 6.9k 68.62
United Parcel Service CL B (UPS) 0.7 $420k 2.3k 182.05
Jack Henry & Associates (JKHY) 0.7 $381k 2.0k 186.40
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $376k 1.2k 301.04
Johnson & Johnson (JNJ) 0.6 $345k 8.8k 39.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $327k 3.1k 106.97
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $321k 5.0k 64.70
Chevron Corporation (CVX) 0.5 $305k 2.1k 144.82
Ishares Tr Core S&p500 Etf (IVV) 0.5 $299k 784.00 381.38
Textron (TXT) 0.5 $272k 4.4k 61.14
Intel Corporation (INTC) 0.4 $258k 6.5k 39.78
Southwest Airlines (LUV) 0.4 $245k 3.8k 65.02
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $239k 2.4k 101.57
Tesla Motors (TSLA) 0.4 $217k 321.00 676.01
Banc Of California (BANC) 0.2 $144k 144k 1.00
Fossil (FOSL) 0.2 $124k 12k 10.68
Sirius Xm Holdings (SIRI) 0.2 $102k 17k 6.11
Manhattan Bridge Capital (LOAN) 0.1 $80k 75k 1.07
American Well Corp Cl A 0.1 $46k 11k 4.30
Citigroup Com New (C) 0.0 $22k 12k 1.82
Clovis Oncology 0.0 $18k 10k 1.80