$121 Million is the total value of Blooom, Inc.'s 45 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTB | Exit | M & T BK CORP | $0 | – | -1,376 | -100.0% | -0.15% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -2,340 | -100.0% | -0.16% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -325 | -100.0% | -0.16% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -1,009 | -100.0% | -0.16% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -5,937 | -100.0% | -0.19% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -1,014 | -100.0% | -0.21% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -4,163 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2022 | 29.3% |
| VANGUARD STAR FDS | 8 | Q3 2022 | 15.9% |
| VANGUARD BD INDEX FDS | 8 | Q3 2022 | 12.4% |
| MICROSOFT CORP | 8 | Q3 2022 | 3.7% |
| PROGRESSIVE CORP OHIO | 8 | Q3 2022 | 4.2% |
| AMAZON COM INC | 8 | Q3 2022 | 2.4% |
| VANGUARD MALVERN FDS | 8 | Q3 2022 | 2.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2022 | 2.1% |
| COSTCO WHSL CORP NEW | 8 | Q3 2022 | 2.1% |
| DISNEY WALT CO | 8 | Q3 2022 | 1.7% |
View Blooom, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-10-19 |
| 13F-HR | 2021-09-23 |
| D/A | 2017-02-06 |
| D | 2016-11-04 |
View Blooom, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.