$20.3 Million is the total value of Blossom Wealth Management's 44 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RUN | Exit | SUNRUN INC | $0 | – | -5,091 | -100.0% | -1.33% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -32,407 | -100.0% | -4.06% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -274 | -100.0% | -5.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 15.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 10.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 14.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 16.6% |
| APPLE INC | 12 | Q3 2023 | 10.0% |
| MICROSOFT CORP | 12 | Q3 2023 | 6.8% |
| ISHARES TR | 12 | Q3 2023 | 5.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.0% |
| STARBUCKS CORP | 11 | Q3 2023 | 3.2% |
View Blossom Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-05-02 |
| 13F-HR | 2022-04-22 |
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.