0001085146-22-003703.txt : 20221101 0001085146-22-003703.hdr.sgml : 20221101 20221101105210 ACCESSION NUMBER: 0001085146-22-003703 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221348954 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 09-30-2022 09-30-2022 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 11-01-2022 0 38 52666 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 1269 11102 SH SOLE 0 0 11102 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 378 6557 SH SOLE 0 0 6557 CHEVRON CORP NEW COM 166764100 306 2134 SH SOLE 0 0 2134 CIGNA CORP NEW COM 125523100 639 2376 SH SOLE 0 0 2376 CITIGROUP INC COM NEW 172967424 22 12062 SH SOLE 0 0 12062 COSTCO WHSL CORP NEW COM 22160K105 1082 2257 SH SOLE 0 0 2257 DISNEY WALT CO COM 254687106 892 9149 SH SOLE 0 0 9149 EXXON MOBIL CORP COM 30231G102 1082 12226 SH SOLE 0 0 12226 FOSSIL GROUP INC COM 34988V106 42 11601 SH SOLE 0 0 11601 HENRY JACK & ASSOC INC COM 426281101 381 2046 SH SOLE 0 0 2046 HONEYWELL INTL INC COM 438516106 806 9263 SH SOLE 0 0 9263 ISHARES TR CORE S&P500 ETF 464287200 281 757 SH SOLE 0 0 757 ISHARES TR CORE US AGGBD ET 464287226 210 2175 SH SOLE 0 0 2175 JOHNSON & JOHNSON COM 478160104 318 8733 SH SOLE 0 0 8733 KROGER CO COM 501044101 455 10228 SH SOLE 0 0 10228 MANHATTAN BRDG CAP INC COM 562803106 96 91175 SH SOLE 0 0 91175 MICROSOFT CORP COM 594918104 1955 7527 SH SOLE 0 0 7527 PROGRESSIVE CORP COM 743315103 2236 19201 SH SOLE 0 0 19201 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1026 36232 SH SOLE 0 0 36232 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 815 17975 SH SOLE 0 0 17975 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 806 19112 SH SOLE 0 0 19112 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 543 12765 SH SOLE 0 0 12765 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 309 4519 SH SOLE 0 0 4519 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 784 19717 SH SOLE 0 0 19717 SIRIUS XM HOLDINGS INC COM 82968B103 86 14916 SH SOLE 0 0 14916 SOUTHWEST AIRLS CO COM 844741108 211 3186 SH SOLE 0 0 3186 TEXTRON INC COM 883203101 274 4684 SH SOLE 0 0 4684 UNITED PARCEL SERVICE INC CL B 911312106 433 2585 SH SOLE 0 0 2585 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6532 88816 SH SOLE 0 0 88816 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 869 18205 SH SOLE 0 0 18205 VANGUARD INDEX FDS MID CAP ETF 922908629 317 1300 SH SOLE 0 0 1300 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 771 696 SH SOLE 0 0 696 VANGUARD INDEX FDS TOTAL STK MKT 922908769 15457 86096 SH SOLE 0 0 86096 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 487 11700 SH SOLE 0 0 11700 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1327 27485 SH SOLE 0 0 27485 VANGUARD STAR FDS VG TL INTL STK F 921909768 7880 172108 SH SOLE 0 0 172108 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 563 11077 SH SOLE 0 0 11077 WALMART INC COM 931142103 726 5506 SH SOLE 0 0 5506