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%)
Portfolio Report
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
15457.000
-4.60%
29.350
-1.34%
0.010
+11.80%
+20.27%
423658.824
 
VXUS 		Vanguard Total International Stock
172,108
7880.000
-4.28%
14.960
-0.68%
0.020
+8.20%
+8.33%
75506.320
 
BIV 		Vanguard Intermediate-Term Bond ETF
88,816
6532.000
+2.44%
12.400
+0.30%
0.050
-2.22%
-0.77%
18819.187
 
PGR 		Progressive Corp
19,201
2236.000
+9.49%
4.250
+0.37%
0.000
+17.67%
+56.74%
145322.260
Insurance
MSFT 		Microsoft Corp
7,527
1955.000
+10.08%
3.710
+0.34%
0.000
+4.32%
+10.02%
3059156.044
Software
VTIP 		Vanguard Short-Term Inflation-Protected Securities
27,485
1327.000
+4.17%
2.520
+0.10%
0.010
+0.10%
+2.59%
11004.517
 
AMZN 		Amazon.com Inc
11,102
1269.000
-6.88%
2.410
-0.15%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
COST 		Costco Wholesale Corp
2,257
1082.000
+4.68%
2.050
+0.09%
0.000
+11.16%
+35.65%
394410.770
Retail - Defensive
XOM 		Exxon Mobil Corp
12,226
1082.000
+0.80%
2.050
+0.02%
0.000
+4.49%
+22.04%
522840.446
Oil & Gas
SCHF 		Schwab International Equity ETF
36,232
1026.000
-3.03%
1.950
-0.06%
0.000
+7.08%
+7.14%
40986.000
 

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

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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

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