blooom, inc. 13F Holdings

CIK 0001655156 · Leawood, KS

As of Sep 30, 2022, blooom, inc. reported 38 positions worth $52.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—86,096 5.5K29.35%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—172,108$7.9K14.96%
VANGUARD INTERMEDIATE-TERM BBIV—88,816$6.5K12.40%
PROGRESSIVE CORPPGRFinancial Services19,201$2.2K4.25%
MICROSOFT CORPMSFTTechnology7,527$2.0K3.71%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—27,485 .3K2.52%
AMAZON.COM INCAMZNEquity11,102 .3K2.41%
EXXON MOBIL CORPXOMEnergy12,226 .1K2.05%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,257 .1K2.05%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—36,232 .0K1.95%
WALT DISNEY CODISCommunication Services9,149$892.01.69%
VANGUARD CHARLOTTE FUNDSBNDX—18,205$869.01.65%
SCHWAB US AGGREGATE BOND ETFSCHZEquity17,975$815.01.55%
HONEYWELL INTERNATIONAL INCHONIndustrials9,263$806.01.53%
SCHWAB US BROAD MARKET ETFSCHB—19,112$806.01.53%
SCHWAB US SMALL-CAP ETFSCHA—19,717$784.01.49%
VANGUARD 500 INDEX FUNDVOO—696$771.01.46%
WALMART INCWMTConsumer Defensive5,506$726.01.38%
CIGNA GROUPCIHealthcare2,376$639.01.21%
VANGUARD TAX-MANAGED FUNDSVEA—11,077$563.01.07%
SCHWAB US LARGE-CAP ETFSCHXEquity12,765$543.01.03%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—11,700$487.00.92%
KROGER COKRConsumer Defensive10,228$455.00.86%
UNITED PARCEL SERVICE INCUPSIndustrials2,585$433.00.82%
JACK HENRY & ASSOCIATES INCJKHYTechnology2,046$381.00.72%