Top 50 Blossom Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.51% | 60.0K | $10.5M | -0.17%(-100) | $42.68(+429.08%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.63% | 153.5K | $3.8M | +48.35%(+50.02K) | $20.28(+34.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.19% | 11.1K | $2.8M | +0.52%(+57) | $159.72(+87.12%) | 2026-03-31 | |
| ZFEB | INNOVATOR ETFS TRUST | 3.19% | 84.8K | $2.2M | new | $25.38(+2.07%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 2.98% | 69.1K | $2.0M | +33.05%(+17.17K) | $24.24(+36.49%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.88% | 83.6K | $1.9M | +4.00%(+3.22K) | $25.13(-8.17%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.83% | 8.9K | $1.9M | +58.74%(+3.29K) | $180.99(+26.35%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.69% | 3.0K | $1.8M | new | $612.34(+11.44%) | 2026-03-31 | |
| IAGG | ISHARES TR | 2.58% | 34.8K | $1.7M | +4.37%(+1.46K) | $52.25(-4.45%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.41% | 18.4K | $1.6M | +4.11%(+728) | $40.18(+119.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.03% | +72.94% |
| Top 20 Holdings Unweighted | +13.68% | +46.90% |
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