$133 Million is the total value of Blooom, Inc.'s 46 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JKHY | New | HENRY JACK & ASSOC INC | $341,000 | – | 2,034 | +100.0% | 0.26% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $236,000 | – | 1,159 | +100.0% | 0.18% | – |
| LOAN | New | MANHATTAN BRIDGE CAPITAL INC | $25,000 | – | 24,633 | +100.0% | 0.02% | – |
| GLD | New | SPDR GOLD TRUST | $15,000 | – | 10,631 | +100.0% | 0.01% | – |
| USRT | New | ISHARES TRcre u s reit etf | $11,000 | – | 10,536 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.