Blooom, Inc. — Q2 2021 13F Holdings

Name: Blooom, Inc. — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001655156

Total reported value

$52.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CERNCHF	Cerner CORP	Stock-Other	42.02%	—	-1.74%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	18.25%	—	+1.13%
3	VXUS	Vanguard Total Intl Stock	ETF-Other	9.89%	—	+1.66%
4	BIV	Vanguard Intermediate-term B	ETF-Other	5.70%	—	+8.71%
5	MSFT	Microsoft CORP	Stock-Tech	1.98%	—	-1.32%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	1.56%	—	-0.33%
7	PGR	Progressive CORP	Stock-Financials	1.34%	—	+2.33%
8	SCHF	Schwab Intl Equity ETF	ETF-Other	1.19%	—	+33.51%
9	VTIP	Vanguard Short-term Tips	ETF-Other	1.13%	—	+8.34%
10	DIS	Walt Disney Co/the	Stock-Comm Services	1.11%	—	+14.66%
11	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.91%	—	-11.82%
12	SCHB	Schwab US Broad Market ETF	ETF-Other	0.89%	—	+107.07%
13	SCHA	Schwab US Small-cap ETF	ETF-Other	0.85%	—	+68.81%
14	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.82%	—	-2.04%
15	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.82%	—	+6.54%
16	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.80%	—	+29.04%
17	XOM	Exxon Mobil CORP	Stock-Energy	0.71%	—	+2.08%
18	ABT	Abbott Laboratories	Stock-Healthcare	0.63%	—	+1.16%
19	WMT	Walmart INC	Stock-Consumer Staples	0.62%	—	+0.87%
20	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.62%	—	+127.60%
21	HON	Honeywell International INC	Stock-Industrials	0.59%	—	-2.50%
22	SCHX	Schwab US Large-cap ETF	ETF-Other	0.56%	—	+7.30%
23	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.50%	—	+54.33%
24	UPS	United Parcel Service-cl B	Stock-Industrials	0.42%	—	-1.61%
25	CI	THE Cigna Group	Stock-Healthcare	0.42%	—	-21.06%
26	ES	Eversource Energy	Stock-Utilities	0.39%	—	+5.90%
27	KR	Kroger Co	Stock-Consumer Staples	0.38%	—	-5.09%
28	VO	Vanguard Mid-cap ETF	ETF-Other	0.35%	—	+4.31%
29	JNJ	Johnson & Johnson	Stock-Healthcare	0.35%	—	-48.68%
30	ORCL	Oracle CORP	Stock-Tech	0.33%	—	+0.29%
31	INTC	Intel CORP	Stock-Tech	0.32%	—	-0.26%
32	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.30%	—	+3.08%
33	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.30%	—	-0.01%
34	DHR	Danaher CORP	Stock-Healthcare	0.29%	—	+1.56%
35	BND	Vanguard Total Bond Market	ETF-Other	0.27%	—	+6.56%
36	TXT	Textron INC	Stock-Industrials	0.24%	—	+0.66%
37	VNQ	Vanguard Real Estate ETF	ETF-Other	0.21%	—	—
38	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.21%	—	-20.97%
39	JECUSD	Jacobs Engineering Group INC	Stock-Other	0.21%	—	-16.59%
40	ROL	Rollins INC	Stock-Consumer Disc	0.21%	—	—
41	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.19%	—	+22.84%
42	BLKCHF	Blackrock INC	Stock-Other	0.17%	—	—
43	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.16%	—	—
44	MGA	Magna International INC	Stock-Consumer Disc	0.16%	—	+11.38%
45	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.16%	—	+1.56%
46	CVX	Chevron CORP	Stock-Energy	0.15%	—	+2.07%
47	MTB	M & T Bank CORP	Stock-Financials	0.15%	—	-0.43%
48	FOSL	Fossil Group INC	Stock-Other	0.12%	—	-0.04%
49	C	Citigroup INC	Stock-Financials	0.02%	—	+1.64%