bi

blooom, inc.

13F
blooom, inc.
Last update 2022-11-01 38 Stocks (0 new)
Value $53.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(29.35%)VXUS(14.96%)BIV(12.40%)PGR(4.25%)MSFT(3.71%)
Summary Stock Picks Current Portfolio
blooom, inc. Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
86,096
15,457.0
-4.60%
29.350
-1.34%
0.010
+18.95%
+8.50%
478,431.4
 
VXUS
Vanguard Total International Stock
172,108
7,880.0
-4.28%
14.960
-0.68%
0.020
+14.52%
+21.84%
94,497.9
 
BIV
Vanguard Intermediate-Term Bond ETF
88,816
6,532.0
+2.44%
12.400
+0.30%
0.050
+2.32%
+4.79%
23,145.5
 
PGR
Progressive Corp
19,201
2,236.0
+9.49%
4.250
+0.37%
0.000
-6.57%
+5.37%
145,102.1
Insurance
MSFT
Microsoft Corp
7,527
1,955.0
+10.08%
3.710
+0.34%
0.000
+35.37%
+20.48%
3,759,901.0
Software
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
27,485
1,327.0
+4.17%
2.520
+0.10%
0.010
+1.20%
+4.39%
14,968.4
 
AMZN
Amazon.com Inc
11,102
1,269.0
-6.88%
2.410
-0.15%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
COST
Costco Wholesale Corp
2,257
1,082.0
+4.68%
2.050
+0.09%
0.000
-3.43%
+2.97%
417,396.2
Retail - Defensive
XOM
Exxon Mobil Corp
12,226
1,082.0
+0.80%
2.050
+0.02%
0.000
+3.33%
+4.06%
473,758.6
Oil & Gas
SCHF
Schwab International Equity ETF
36,232
1,026.0
-3.03%
1.950
-0.06%
0.000
+13.75%
+23.46%
50,258.4
 

blooom, inc.'s Historical Top Holdings Breakdowns

blooom, inc. Total Holding History ($B)

To

blooom, inc.'s Asset Allocation

To

blooom, inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

blooom, inc.'s Hypothetical Growth since 2022-09-30

blooom, inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

blooom, inc.'s Holdings Heat Map

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blooom, inc.'s Holdings Bubble Chart

blooom, inc. News

  • 1

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