blooom, inc.
- SEC CIK
- 0001655156
- 最新申報
- 2022/11/1
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/19 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 46
- 較 2021 年第 3 季 +1
- 總值
- $1.32 億
- 較 2021 年第 3 季 +$1,231 萬 (+10.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CERNCERNER Corp | COM | 599,750 | $5,528 萬 | 41.7% | −68,307−10.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 107,789 | $2,602 萬 | 19.6% | +323+0.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 210,916 | $1,341 萬 | 10.1% | +7,711+3.8% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 98,583 | $863.9 萬 | 6.5% | +14,854+17.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,355 | $281.0 萬 | 2.1% | −957−10.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 572 | $190.8 萬 | 1.4% | −19−3.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,372 | $189.9 萬 | 1.4% | +28+0.2% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 31,594 | $165.9 萬 | 1.3% | +5,682+21.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,781 | $156.1 萬 | 1.2% | −52−1.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 39,744 | $154.8 萬 | 1.2% | −849−2.1% | 減碼 | – |
| DISWalt Disney Co | Stock | 8,884 | $137.6 萬 | 1.0% | +629+7.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,285 | $127.9 萬 | 1.0% | −418−3.6% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 22,167 | $122.3 萬 | 0.9% | +2,627+13.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 10,481 | $109.6 萬 | 0.8% | −525−4.8% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 18,862 | $101.7 萬 | 0.8% | +2,130+12.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,393 | $81.5 萬 | 0.6% | −1,462−9.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,061 | $80.7 萬 | 0.6% | +5,538+363.6% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,017 | $79.9 萬 | 0.6% | −29−0.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,284 | $75.3 萬 | 0.6% | −216−3.9% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,138 | $73.5 萬 | 0.6% | −28−0.3% | 減碼 | – |
| HONHoneywell International Inc | COM | 6,545 | $66.5 萬 | 0.5% | −135−2.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,728 | $60.2 萬 | 0.5% | +581+5.2% | 加碼 | – |
| CICigna Group | Stock | 2,373 | $54.8 萬 | 0.4% | +10+0.4% | 加碼 | 歷史 |
| KRKroger Co | Stock | 12,105 | $54.6 萬 | 0.4% | +249+2.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,406 | $51.5 萬 | 0.4% | +23+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,235 | $43.3 萬 | 0.3% | +1,987+159.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,501 | $40.8 萬 | 0.3% | −371−5.4% | 減碼 | 歷史 |
| TXTTextron Inc | COM | 5,125 | $39.6 萬 | 0.3% | +104+2.1% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,675 | $37.6 萬 | 0.3% | −398−7.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 9,368 | $35.6 萬 | 0.3% | −3,401−26.6% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 2,034 | $34.1 萬 | 0.3% | +2,034 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 6,476 | $33.4 萬 | 0.3% | +136+2.1% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,111 | $29.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,426 | $29.0 萬 | 0.2% | −358−12.9% | 減碼 | – |
| LUVSouthwest Airlines Co | COM | 3,284 | $27.9 萬 | 0.2% | −257−7.3% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 7,987 | $26.9 萬 | 0.2% | +2,369+42.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,182 | $25.6 萬 | 0.2% | +171+8.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,796 | $25.1 萬 | 0.2% | +20+1.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 267 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,159 | $23.6 萬 | 0.2% | +1,159 | 新進 | 歷史 |
| FOSLFossil Group, Inc. | COM | 11,614 | $12.0 萬 | 0.1% | −30.0% | 減碼 | 歷史 |
| LOANManhattan Bridge Capital, Inc | REIT | 24,633 | $2.50 萬 | <0.1% | +24,633 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 12,016 | $2.10 萬 | <0.1% | −176−1.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,631 | $1.50 萬 | <0.1% | +10,631 | 新進 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 10,536 | $1.10 萬 | <0.1% | +10,536 | 新進 | – |
| ORCLOracle Corp | Stock | 597 | – | – | −106−15.1% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。