$52.7 Million is the total value of Blooom, Inc.'s 38 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $22,000 | 0.0% | 12,062 | 0.0% | 0.04% | +10.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.