0001655156-22-000003.txt : 20220119 0001655156-22-000003.hdr.sgml : 20220119 20220119140223 ACCESSION NUMBER: 0001655156-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 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: 22538144 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 true false 0001655156 XXXXXXXX 12-31-2021 12-31-2021 blooom, inc.

PO Box 25010 Overland Park KS 66225

13F HOLDINGS REPORT 028-21372 N Shannon Duncan 816 674-5973 Shannon Duncan Leawood KS 01-19-2022 0 46 132881 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABSCOM0028241002511796SHSOLE 001796AMAZON COM INCCOM0231351061908572SHSOLE 00572BERKSHIRE HATHAWAY INC DELCL B NEW0846707024086501SHSOLE 006501BLACKROCK INCCOM09247X101245267SHSOLE 00267CERNER CORPCOM15678210455279599750SHSOLE 00599750CHEVRON CORP NEWCOM1667641002562182SHSOLE 002182CIGNA CORP NEWCOM1255231005482373SHSOLE 002373CITIGROUP INCCOM NEW1729674242112016SHSOLE 0012016COSTCO WHSL CORP NEWCOM22160K10515612781SHSOLE 002781DISNEY WALT COCOM DISNEY25468710613768884SHSOLE 008884EXXON MOBIL CORPCOM30231G10281513393SHSOLE 0013393FOSSIL GROUP INCCOM34988V10612011614SHSOLE 0011614HENRY JACK & ASSOC INCCOM4262811013412034SHSOLE 002034HONEYWELL INTL INCCOM4385161066656545SHSOLE 006545HUNT J B TRANS SVCS INCCOM4456581072361159SHSOLE 001159INTEL CORPCOM4581401003346476SHSOLE 006476ISHARES TRCRE U S REIT ETF4642885211110536SHSOLE 0010536JACOBS ENGR GROUP INC DELCOM4698141072932111SHSOLE 002111JOHNSON & JOHNSONCOM4781601043569368SHSOLE 009368KROGER COCOM50104410154612105SHSOLE 0012105MANHATTAN BRIDGE CAPITAL INCCOM5628031062524633SHSOLE 0024633MICROSOFT CORPCOM59491810428108355SHSOLE 008355ORACLE CORPCOM68389X105422597SHSOLE 00597PROGRESSIVE CORP OHIOCOM743315103189918372SHSOLE 0018372ROLLINS INCCOM7757111042697987SHSOLE 007987SCHWAB STRATEGIC TRUS BRD MKT ETF808524102127911285SHSOLE 0011285SCHWAB STRATEGIC TRUS LRG CAP ETF8085242017997017SHSOLE 007017SCHWAB STRATEGIC TRUS MID-CAP ETF8085245083764675SHSOLE 004675SCHWAB STRATEGIC TRUS SML CAP ETF808524607109610481SHSOLE 0010481SCHWAB STRATEGIC TRINTL EQTY ETF808524805154839744SHSOLE 0039744SCHWAB STRATEGIC TRUS AGGREGATE B808524839101718862SHSOLE 0018862SOUTHWEST AIRLS COCOM8447411082793284SHSOLE 003284SPDR GOLD TRUSTGOLD SHS78463V1071510631SHSOLE 0010631TEXTRON INCCOM8832031013965125SHSOLE 005125UNITED PARCEL SERVICE INCCL B9113121065152406SHSOLE 002406VANGUARD BD INDEX FD INCINTERMED TERM921937819863998583SHSOLE 0098583VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378352902426SHSOLE 002426VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J407122322167SHSOLE 0022167VANGUARD INDEX FDSS&P 500 ETF SHS9229083638077061SHSOLE 007061VANGUARD INDEX FDSMID CAP ETF9229086294333235SHSOLE 003235VANGUARD INDEX FDSTOTAL STK MKT92290876926019107789SHSOLE 00107789VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285860211728SHSOLE 0011728VANGUARD MALVERN FDSSTRM INFPROIDX922020805165931594SHSOLE 0031594VANGUARD STAR FDVG TL INTL STK F92190976813406210916SHSOLE 00210916VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385873510138SHSOLE 0010138WALMART INCCOM9311421037535284SHSOLE 005284