0001085146-22-001803.txt : 20220506 0001085146-22-001803.hdr.sgml : 20220506 20220506121207 ACCESSION NUMBER: 0001085146-22-001803 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220506 DATE AS OF CHANGE: 20220506 EFFECTIVENESS DATE: 20220506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blooom, Inc. CENTRAL INDEX KEY: 0001655156 IRS NUMBER: 462373476 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21372 FILM NUMBER: 22899806 BUSINESS ADDRESS: STREET 1: PO BOX 25010 CITY: OVERLAND PARK STATE: KS ZIP: 66225 BUSINESS PHONE: (888) 446-8416 MAIL ADDRESS: STREET 1: PO BOX 25010 CITY: OVERLAND PARK STATE: KS ZIP: 66225 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001655156 XXXXXXXX 03-31-2022 03-31-2022 false Blooom, Inc.

PO BOX 25010 OVERLAND PARK KS 66225

13F HOLDINGS REPORT 028-21372 N Chris Costello 816 674-5973 /s/Chris Costello Leawood KS 05-06-2022 0 48 124913 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 233 1921 SH SOLE 0 0 1921 AMAZON COM INC COM 023135106 1939 574 SH SOLE 0 0 574 APPLE INC COM 037833100 352 2144 SH SOLE 0 0 2144 BANC OF CALIFORNIA INC COM 05990K106 149 148954 SH SOLE 0 0 148954 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 509 6603 SH SOLE 0 0 6603 BLACKROCK INC COM 09247X101 208 267 SH SOLE 0 0 267 CERNER CORP COM 156782104 50882 545922 SH SOLE 0 0 545922 CHEVRON CORP NEW COM 166764100 346 2079 SH SOLE 0 0 2079 CIGNA CORP NEW COM 125523100 581 2391 SH SOLE 0 0 2391 CITIGROUP INC COM NEW 172967424 22 12062 SH SOLE 0 0 12062 COSTCO WHSL CORP NEW COM 22160K105 1625 2849 SH SOLE 0 0 2849 DISNEY WALT CO COM 254687106 1137 8086 SH SOLE 0 0 8086 EXXON MOBIL CORP COM 30231G102 1104 13498 SH SOLE 0 0 13498 FOSSIL GROUP INC COM 34988V106 122 11609 SH SOLE 0 0 11609 HENRY JACK & ASSOC INC COM 426281101 404 2042 SH SOLE 0 0 2042 HONEYWELL INTL INC COM 438516106 702 7309 SH SOLE 0 0 7309 INTEL CORP COM 458140100 307 5989 SH SOLE 0 0 5989 ISHARES GOLD TR ISHARES NEW 464285204 210 5732 SH SOLE 0 0 5732 JACOBS ENGR GROUP INC COM 469814107 294 2110 SH SOLE 0 0 2110 JOHNSON & JOHNSON COM 478160104 400 10205 SH SOLE 0 0 10205 KROGER CO COM 501044101 662 11881 SH SOLE 0 0 11881 MANHATTAN BRDG CAP INC COM 562803106 37 36979 SH SOLE 0 0 36979 MICROSOFT CORP COM 594918104 2472 7865 SH SOLE 0 0 7865 ORACLE CORP COM 68389X105 207 307 SH SOLE 0 0 307 PROGRESSIVE CORP COM 743315103 2072 17740 SH SOLE 0 0 17740 ROLLINS INC COM 775711104 230 6494 SH SOLE 0 0 6494 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1581 42203 SH SOLE 0 0 42203 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1006 19934 SH SOLE 0 0 19934 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1232 22167 SH SOLE 0 0 22167 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 751 13688 SH SOLE 0 0 13688 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 396 5093 SH SOLE 0 0 5093 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1093 20468 SH SOLE 0 0 20468 SEMPRA COM 816851109 238 1424 SH SOLE 0 0 1424 SIRIUS XM HOLDINGS INC COM 82968B103 95 14423 SH SOLE 0 0 14423 SOUTHWEST AIRLS CO COM 844741108 268 3091 SH SOLE 0 0 3091 TEXTRON INC COM 883203101 438 5898 SH SOLE 0 0 5898 UNITED PARCEL SERVICE INC CL B 911312106 543 2448 SH SOLE 0 0 2448 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7992 97694 SH SOLE 0 0 97694 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 307 2654 SH SOLE 0 0 2654 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1121 21501 SH SOLE 0 0 21501 VANGUARD INDEX FDS MID CAP ETF 922908629 407 3345 SH SOLE 0 0 3345 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 864 6066 SH SOLE 0 0 6066 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23422 101329 SH SOLE 0 0 101329 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 625 11762 SH SOLE 0 0 11762 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1613 31085 SH SOLE 0 0 31085 VANGUARD STAR FDS VG TL INTL STK F 921909768 12225 201332 SH SOLE 0 0 201332 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 704 10726 SH SOLE 0 0 10726 WALMART INC COM 931142103 786 5444 SH SOLE 0 0 5444