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
+19.88%
+7.41%
476,877.3
 
VXUS
Vanguard Total International Stock
172,108
7,880.0
-4.28%
14.960
-0.68%
0.020
+13.80%
+18.77%
92,264.9
 
BIV
Vanguard Intermediate-Term Bond ETF
88,816
6,532.0
+2.44%
12.400
+0.30%
0.050
+1.52%
+4.27%
23,073.1
 
PGR
Progressive Corp
19,201
2,236.0
+9.49%
4.250
+0.37%
0.000
-6.81%
+5.26%
144,949.7
Insurance
MSFT
Microsoft Corp
7,527
1,955.0
+10.08%
3.710
+0.34%
0.000
+39.39%
+21.87%
3,803,232.7
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%
+4.41%
15,019.4
 
AMZN
Amazon.com Inc
11,102
1,269.0
-6.88%
2.410
-0.15%
0.000
+29.70%
+2.05%
2,376,789.0
Retail - Cyclical
COST
Costco Wholesale Corp
2,257
1,082.0
+4.68%
2.050
+0.09%
0.000
-3.96%
+4.36%
423,037.2
Retail - Defensive
XOM
Exxon Mobil Corp
12,226
1,082.0
+0.80%
2.050
+0.02%
0.000
+5.40%
+5.70%
481,214.3
Oil & Gas
SCHF
Schwab International Equity ETF
36,232
1,026.0
-3.03%
1.950
-0.06%
0.000
+12.25%
+19.65%
48,707.8
 

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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