StockDriftsStockDriftsTop 38 Blooom, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 29.35% | 86.1K | $15K | new | — | 2022-09-30 | |
| VXUS | VANGUARD STAR FDS | 14.96% | 172.1K | $8K | new | — | 2022-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 12.4% | 88.8K | $7K | new | — | 2022-09-30 | |
| PGR | PROGRESSIVE CORP | 4.25% | 19.2K | $2K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 3.71% | 7.5K | $2K | new | — | 2022-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.52% | 27.5K | $1K | new | — | 2022-09-30 | |
| AMZN | AMAZON COM INC | 2.41% | 11.1K | $1K | new | — | 2022-09-30 | |
| COST | COSTCO WHSL CORP NEW | 2.05% | 2.3K | $1K | new | — | 2022-09-30 | |
| XOM | EXXON MOBIL CORP | 2.05% | 12.2K | $1K | new | — | 2022-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.95% | 36.2K | $1K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Blooom, Inc. reports $52.67K in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are VTI (29.4%), VXUS (15.0%) and BIV (12.4%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Blooom, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1655156). View Blooom, Inc.’s 13F filings on SEC