Blossom Wealth Management as of March 31, 2021
Portfolio Holdings for Blossom Wealth Management
Blossom Wealth Management holds 19 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 |
---|---|---|---|---|---|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 10.9 | $937k | 9.7k | 96.69 | |
Amazon (AMZN) | 9.8 | $845k | 273.00 | 3095.24 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.9 | $763k | 14k | 53.94 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 8.4 | $721k | 19k | 37.64 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 8.3 | $713k | 14k | 51.34 | |
Apple (AAPL) | 7.6 | $650k | 5.3k | 122.16 | |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 7.1 | $610k | 29k | 21.12 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.2 | $444k | 4.5k | 99.64 | |
Ishares Tr Core Intl Aggr (IAGG) | 5.1 | $439k | 8.0k | 54.81 | |
Microsoft Corporation (MSFT) | 5.0 | $427k | 1.8k | 235.65 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 3.6 | $310k | 9.7k | 31.80 | |
Ishares Tr S&p 500 Val Etf (IVE) | 3.4 | $289k | 2.0k | 141.39 | |
Vanguard Specialized Funds Div App Etf (VIG) | 3.2 | $277k | 1.9k | 147.34 | |
Starbucks Corporation (SBUX) | 3.1 | $270k | 2.5k | 109.22 | |
Walt Disney Company (DIS) | 2.7 | $234k | 1.3k | 184.83 | |
American Tower Reit (AMT) | 2.4 | $206k | 863.00 | 238.70 | |
Home Depot (HD) | 2.4 | $206k | 673.00 | 306.09 | |
Bank of America Corporation (BAC) | 2.3 | $200k | 5.2k | 38.63 | |
Amarin Corp Spons Adr New (AMRN) | 0.7 | $62k | 10k | 6.20 |