Blossom Wealth Management

Blossom Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Blossom Wealth Management

Blossom Wealth Management holds 44 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.1 $1.3M 39k 32.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.4 $1.1M 25k 44.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.3 $1.1M 24k 45.65
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 4.6 $949k 45k 20.98
Ishares Tr Core Intl Aggr (IAGG) 4.3 $893k 19k 47.55
Microsoft Corporation (MSFT) 3.8 $788k 3.3k 239.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $730k 18k 40.51
Exxon Mobil Corporation (XOM) 2.9 $608k 5.5k 110.30
Home Depot (HD) 2.9 $592k 1.9k 315.83
Starbucks Corporation (SBUX) 2.8 $582k 5.9k 99.19
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $578k 3.8k 151.85
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 2.7 $560k 28k 20.14
International Business Machines (IBM) 2.7 $560k 4.0k 140.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.6 $545k 11k 48.24
Essential Utils (WTRG) 2.4 $500k 11k 47.73
Apple (AAPL) 2.4 $492k 3.8k 129.93
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 2.3 $467k 23k 20.49
Bank of America Corporation (BAC) 2.1 $442k 13k 33.12
Pfizer (PFE) 2.1 $428k 8.4k 51.24
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $413k 2.0k 203.81
L3harris Technologies (LHX) 2.0 $408k 2.0k 208.21
Ishares Tr S&p 500 Val Etf (IVE) 2.0 $407k 2.8k 145.07
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.9 $404k 17k 23.67
American Tower Reit (AMT) 1.9 $384k 1.8k 211.86
General Mills (GIS) 1.8 $370k 4.4k 83.85
Dimensional Etf Trust Short Duration F (DFSD) 1.8 $367k 8.0k 46.09
RPM International (RPM) 1.6 $332k 3.4k 97.45
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.6 $324k 5.5k 58.48
Visa Com Cl A (V) 1.5 $320k 1.5k 207.76
Becton, Dickinson and (BDX) 1.5 $317k 1.2k 254.30
Ishares Gold Tr Ishares New (IAU) 1.5 $312k 9.0k 34.58
Activision Blizzard 1.4 $292k 3.8k 76.55
First American Financial (FAF) 1.3 $271k 5.2k 52.34
Costco Wholesale Corporation (COST) 1.3 $264k 578.00 456.68
Wal-Mart Stores (WMT) 1.2 $258k 1.8k 141.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $256k 3.7k 69.63
Franco-Nevada Corporation (FNV) 1.2 $253k 1.9k 136.48
Ecolab (ECL) 1.2 $246k 1.7k 145.56
Analog Devices (ADI) 1.2 $242k 1.5k 164.03
TJX Companies (TJX) 1.1 $227k 2.8k 79.60
Nextera Energy (NEE) 1.1 $222k 2.7k 83.60
Duke Energy Corp Com New (DUK) 1.0 $217k 2.1k 102.99
MarketAxess Holdings (MKTX) 1.0 $211k 758.00 278.90
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $201k 2.4k 82.48