0001085146-22-002682.txt : 20220801 0001085146-22-002682.hdr.sgml : 20220801 20220801152429 ACCESSION NUMBER: 0001085146-22-002682 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220801 DATE AS OF CHANGE: 20220801 EFFECTIVENESS DATE: 20220801 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: 221124425 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 06-30-2022 06-30-2022 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 08-01-2022 0 45 58203 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1268 11922 SH SOLE 0 0 11922 AMERICAN WELL CORP CL A 03044L105 46 10700 SH SOLE 0 0 10700 APPLE INC COM 037833100 744 5330 SH SOLE 0 0 5330 BANC OF CALIFORNIA INC COM 05990K106 144 144195 SH SOLE 0 0 144195 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 474 6908 SH SOLE 0 0 6908 CHEVRON CORP NEW COM 166764100 305 2106 SH SOLE 0 0 2106 CIGNA CORP NEW COM 125523100 629 2403 SH SOLE 0 0 2403 CITIGROUP INC COM NEW 172967424 22 12062 SH SOLE 0 0 12062 CLOVIS ONCOLOGY INC COM 189464100 18 10000 SH SOLE 0 0 10000 COSTCO WHSL CORP NEW COM 22160K105 1015 2156 SH SOLE 0 0 2156 DISNEY WALT CO COM 254687106 902 9504 SH SOLE 0 0 9504 EXXON MOBIL CORP COM 30231G102 1050 12129 SH SOLE 0 0 12129 FOSSIL GROUP INC COM 34988V106 124 11609 SH SOLE 0 0 11609 HENRY JACK & ASSOC INC COM 426281101 381 2044 SH SOLE 0 0 2044 HONEYWELL INTL INC COM 438516106 638 7319 SH SOLE 0 0 7319 INTEL CORP COM 458140100 258 6485 SH SOLE 0 0 6485 ISHARES TR CORE S&P500 ETF 464287200 299 784 SH SOLE 0 0 784 ISHARES TR CORE US AGGBD ET 464287226 239 2353 SH SOLE 0 0 2353 JOHNSON & JOHNSON COM 478160104 345 8795 SH SOLE 0 0 8795 KROGER CO COM 501044101 614 13572 SH SOLE 0 0 13572 MANHATTAN BRDG CAP INC COM 562803106 80 74558 SH SOLE 0 0 74558 MICROSOFT CORP COM 594918104 1896 6838 SH SOLE 0 0 6838 PROGRESSIVE CORP COM 743315103 2026 17537 SH SOLE 0 0 17537 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1208 37365 SH SOLE 0 0 37365 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 822 17182 SH SOLE 0 0 17182 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 829 17915 SH SOLE 0 0 17915 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 593 13224 SH SOLE 0 0 13224 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 321 4961 SH SOLE 0 0 4961 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 844 18816 SH SOLE 0 0 18816 SIRIUS XM HOLDINGS INC COM 82968B103 102 16690 SH SOLE 0 0 16690 SOUTHWEST AIRLS CO COM 844741108 245 3768 SH SOLE 0 0 3768 TESLA INC COM 88160R101 217 321 SH SOLE 0 0 321 TEXTRON INC COM 883203101 272 4449 SH SOLE 0 0 4449 UNITED PARCEL SERVICE INC CL B 911312106 420 2307 SH SOLE 0 0 2307 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6730 86697 SH SOLE 0 0 86697 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 327 3057 SH SOLE 0 0 3057 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 957 19318 SH SOLE 0 0 19318 VANGUARD INDEX FDS MID CAP ETF 922908629 376 1249 SH SOLE 0 0 1249 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 836 404 SH SOLE 0 0 404 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17014 90247 SH SOLE 0 0 90247 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 570 11549 SH SOLE 0 0 11549 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1333 26384 SH SOLE 0 0 26384 VANGUARD STAR FDS VG TL INTL STK F 921909768 9281 179808 SH SOLE 0 0 179808 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 707 11470 SH SOLE 0 0 11470 WALMART INC COM 931142103 682 5489 SH SOLE 0 0 5489