Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 15.9% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 10.9% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 14.4% |
APPLE INC | 15 | Q2 2024 | 10.0% |
MICROSOFT CORP | 15 | Q2 2024 | 6.8% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 16.6% |
ISHARES TR | 15 | Q2 2024 | 5.1% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 6.5% |
VANGUARD SPECIALIZED FUNDS | 14 | Q2 2024 | 3.2% |
STARBUCKS CORP | 14 | Q2 2024 | 3.2% |
View Blossom Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-26 |
13F-HR | 2024-07-19 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-22 |
View Blossom Wealth Management'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.