Blooom, Inc. current holdings: USA ETF
Blooom, Inc. reported $0.04 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 17 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are VTI, VXUS, BIV.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 86,096; Value $15,457,000.
- VXUS: Country of operation —; Class VG TL INTL STK F; Shares 172,108; Value $7,880,000.
- BIV: Country of operation —; Class INTERMED TERM; Shares 88,816; Value $6,532,000.
- VTIP: Country of operation —; Class STRM INFPROIDX; Shares 27,485; Value $1,327,000.
Form 13F-HR as filed (SEC CIK 1655156): quarter ended 2022-09-30, filed 2022-11-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 86,096 | $15,457,000 | 2022-09-30 | 2022-11-01 | ||
| VXUS VANGUARD STAR FDS | VG TL INTL STK F | 172,108 | $7,880,000 | 2022-09-30 | 2022-11-01 | ||
| BIV VANGUARD BD INDEX FDS | INTERMED TERM | 88,816 | $6,532,000 | 2022-09-30 | 2022-11-01 | ||
| VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 27,485 | $1,327,000 | 2022-09-30 | 2022-11-01 | ||
| SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 36,232 | $1,026,000 | 2022-09-30 | 2022-11-01 | ||
| BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 18,205 | $869,000 | 2022-09-30 | 2022-11-01 | ||
| SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 17,975 | $815,000 | 2022-09-30 | 2022-11-01 | ||
| SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 19,112 | $806,000 | 2022-09-30 | 2022-11-01 | ||
| SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 19,717 | $784,000 | 2022-09-30 | 2022-11-01 | ||
| VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 696 | $771,000 | 2022-09-30 | 2022-11-01 | ||
| VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 11,077 | $563,000 | 2022-09-30 | 2022-11-01 | ||
| SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 12,765 | $543,000 | 2022-09-30 | 2022-11-01 | ||
| VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 11,700 | $487,000 | 2022-09-30 | 2022-11-01 | ||
| VO VANGUARD INDEX FDS | MID CAP ETF | 1,300 | $317,000 | 2022-09-30 | 2022-11-01 | ||
| SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 4,519 | $309,000 | 2022-09-30 | 2022-11-01 | ||
| IVV ISHARES TR | CORE S&P500 ETF | 757 | $281,000 | 2022-09-30 | 2022-11-01 | ||
| AGG ISHARES TR | CORE US AGGBD ET | 2,175 | $210,000 | 2022-09-30 | 2022-11-01 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||