blooom, inc.
- SEC CIK
- 0001655156
- 最新申報
- 2022/11/1
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/9/23 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 49
- 較 2021 年第 1 季 −1
- 總值
- $1.34 億
- 較 2021 年第 1 季 +$642.5 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CERNCERNER Corp | COM | 719,627 | $5,632 萬 | 42.2% | −12,759−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 109,797 | $2,446 萬 | 18.3% | +1,230+1.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 201,001 | $1,325 萬 | 9.9% | +3,284+1.7% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 84,941 | $764.0 萬 | 5.7% | +6,803+8.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,790 | $265.3 萬 | 2.0% | −131−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 608 | $209.3 萬 | 1.6% | −2−0.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,299 | $179.7 萬 | 1.3% | +417+2.3% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 40,044 | $159.9 萬 | 1.2% | +10,050+33.5% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 28,425 | $151.2 萬 | 1.1% | +2,189+8.3% | 加碼 | – |
| DISWalt Disney Co | Stock | 8,516 | $149.4 萬 | 1.1% | +1,089+14.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,060 | $122.5 萬 | 0.9% | −276−11.8% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,478 | $119.2 萬 | 0.9% | +5,935+107.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 10,944 | $114.4 萬 | 0.9% | +4,461+68.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,787 | $110.3 萬 | 0.8% | −58−2.0% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 19,252 | $109.9 萬 | 0.8% | +1,181+6.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,518 | $107.8 萬 | 0.8% | +3,042+29.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,137 | $95.4 萬 | 0.7% | +308+2.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,422 | $83.8 萬 | 0.6% | +85+1.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,998 | $83.1 萬 | 0.6% | +52+0.9% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 15,190 | $82.8 萬 | 0.6% | +8,516+127.6% | 加碼 | – |
| HONHoneywell International Inc | COM | 7,339 | $79.5 萬 | 0.6% | −188−2.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,320 | $75.5 萬 | 0.6% | +498+7.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,766 | $67.0 萬 | 0.5% | +4,142+54.3% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,745 | $56.3 萬 | 0.4% | −45−1.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 2,350 | $55.7 萬 | 0.4% | −627−21.1% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 4,163 | $51.8 萬 | 0.4% | +232+5.9% | 加碼 | 歷史 |
| KRKroger Co | Stock | 13,108 | $50.8 萬 | 0.4% | −703−5.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,620 | $47.5 萬 | 0.4% | +67+4.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 12,775 | $47.3 萬 | 0.4% | −12,117−48.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 7,631 | $43.1 萬 | 0.3% | −20−0.3% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 5,216 | $40.8 萬 | 0.3% | +156+3.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,810 | $40.1 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 649 | $38.8 萬 | 0.3% | +10+1.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,377 | $36.5 萬 | 0.3% | +208+6.6% | 加碼 | – |
| TXTTextron Inc | COM | 4,714 | $32.1 萬 | 0.2% | +31+0.7% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,354 | $28.4 萬 | 0.2% | +2,354 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,014 | $27.9 萬 | 0.2% | −269−21.0% | 減碼 | – |
| JJacobs Solutions Inc. | COM | 2,111 | $27.8 萬 | 0.2% | −420−16.6% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 8,016 | $27.6 萬 | 0.2% | +8,016 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 5,937 | $25.5 萬 | 0.2% | +1,104+22.8% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 267 | $23.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 325 | $21.7 萬 | 0.2% | +5+1.6% | 加碼 | – |
| MGAMagna International Inc | COM | 2,340 | $21.7 萬 | 0.2% | +239+11.4% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,009 | $21.7 萬 | 0.2% | +1,009 | 新進 | – |
| CVXChevron Corp | Stock | 1,968 | $20.5 萬 | 0.2% | +40+2.1% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,376 | $20.1 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| FOSLFossil Group, Inc. | COM | 11,622 | $15.7 萬 | 0.1% | −50.0% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 13,050 | $2.70 萬 | <0.1% | +211+1.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 700 | – | – | +2+0.3% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。