$4.47 Million is the total value of Blossom Wealth Management's 10 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $742,000 | – | 14,445 | +100.0% | 16.59% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $709,000 | – | 7,795 | +100.0% | 15.85% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $644,000 | – | 11,509 | +100.0% | 14.40% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $486,000 | – | 13,509 | +100.0% | 10.87% | – |
| AAPL | New | APPLE INC | $449,000 | – | 3,389 | +100.0% | 10.04% | – |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $354,000 | – | 16,700 | +100.0% | 7.92% | – |
| MSFT | New | MICROSOFT CORP | $302,000 | – | 1,361 | +100.0% | 6.75% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $289,000 | – | 3,258 | +100.0% | 6.46% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $270,000 | – | 8,821 | +100.0% | 6.04% | – |
| IAGG | New | ISHARES TRcore intl aggr | $227,000 | – | 4,043 | +100.0% | 5.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
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.