$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
J | JACOBS ENGR GROUP INC DEL | $293,000 | +4.3% | 2,111 | 0.0% | 0.22% | -5.6% | |
BLK | BLACKROCK INC | $245,000 | +7.0% | 267 | 0.0% | 0.18% | -3.2% |
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.