Blooom

Blooom as of Dec. 31, 2021

Portfolio Holdings for Blooom

Blooom holds 46 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cerner Corporation 41.6 $55M 600k 92.17
Vanguard Index Fds Total Stk Mkt (VTI) 19.6 $26M 108k 241.39
Vanguard Star Vg Tl Intl Stk F (VXUS) 10.1 $13M 211k 63.56
Vanguard Bd Index Intermed Term (BIV) 6.5 $8.6M 99k 87.63
Microsoft Corporation (MSFT) 2.1 $2.8M 8.4k 336.33
Amazon (AMZN) 1.4 $1.9M 572.00 3335.66
Progressive Corporation (PGR) 1.4 $1.9M 18k 103.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $1.7M 32k 52.51
Costco Wholesale Corporation (COST) 1.2 $1.6M 2.8k 561.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.5M 40k 38.95
Disney Walt Com Disney (DIS) 1.0 $1.4M 8.9k 154.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $1.3M 11k 113.34
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.9 $1.2M 22k 55.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.1M 11k 104.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $1.0M 19k 53.92
Exxon Mobil Corporation (XOM) 0.6 $815k 13k 60.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $807k 7.1k 114.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $799k 7.0k 113.87
Wal-Mart Stores (WMT) 0.6 $753k 5.3k 142.51
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $735k 10k 72.50
Honeywell International (HON) 0.5 $665k 6.5k 101.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $602k 12k 51.33
Cigna Corp (CI) 0.4 $548k 2.4k 230.93
Kroger (KR) 0.4 $546k 12k 45.11
United Parcel Service CL B (UPS) 0.4 $515k 2.4k 214.05
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $433k 3.2k 133.85
Oracle Corporation (ORCL) 0.3 $422k 597.00 706.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $408k 6.5k 62.76
Textron (TXT) 0.3 $396k 5.1k 77.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $376k 4.7k 80.43
Johnson & Johnson (JNJ) 0.3 $356k 9.4k 38.00
Jack Henry & Associates (JKHY) 0.3 $341k 2.0k 167.65
Intel Corporation (INTC) 0.3 $334k 6.5k 51.58
Jacobs Engineering 0.2 $293k 2.1k 138.80
Vanguard Bd Index Total Bnd Mrkt (BND) 0.2 $290k 2.4k 119.54
Southwest Airlines (LUV) 0.2 $279k 3.3k 84.96
Rollins (ROL) 0.2 $269k 8.0k 33.68
Chevron Corporation (CVX) 0.2 $256k 2.2k 117.32
Abbott Laboratories (ABT) 0.2 $251k 1.8k 139.75
BlackRock (BLK) 0.2 $245k 267.00 917.60
J.B. Hunt Transport Services (JBHT) 0.2 $236k 1.2k 203.62
Fossil (FOSL) 0.1 $120k 12k 10.33
Manhattan Bridge Capital (LOAN) 0.0 $25k 25k 1.01
Citigroup Com New (C) 0.0 $21k 12k 1.75
Spdr Gold Trust Gold Shs (GLD) 0.0 $15k 11k 1.41
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $11k 11k 1.04