0001085146-22-000232.txt : 20220120
0001085146-22-000232.hdr.sgml : 20220120
20220119213643
ACCESSION NUMBER: 0001085146-22-000232
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220120
DATE AS OF CHANGE: 20220119
EFFECTIVENESS DATE: 20220120
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Blossom Wealth Management
CENTRAL INDEX KEY: 0001839735
IRS NUMBER: 270456317
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20453
FILM NUMBER: 22540483
BUSINESS ADDRESS:
STREET 1: 2141 N DONOVAN WAY
CITY: SAN RAMON, CA
STATE: CA
ZIP: 94582
BUSINESS PHONE: 9258339999
MAIL ADDRESS:
STREET 1: 2141 N DONOVAN WAY
CITY: SAN RAMON, CA
STATE: CA
ZIP: 94582
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001839735
XXXXXXXX
12-31-2021
12-31-2021
false
Blossom Wealth Management
2141 N DONOVAN WAY
SAN RAMON, CA
CA
94582
13F HOLDINGS REPORT
028-20453
N
James E. Salter
COO
925-833-9999
/s/ James E. Salter
San Ramon
CA
01-19-2022
0
44
20306
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ACTIVISION BLIZZARD INC
COM
00507V109
275
4137
SH
SOLE
4137
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
352
1205
SH
SOLE
1205
0
0
ANALOG DEVICES INC
COM
032654105
239
1359
SH
SOLE
1359
0
0
APPLE INC
COM
037833100
670
3772
SH
SOLE
3772
0
0
BECTON DICKINSON & CO
COM
075887109
290
1152
SH
SOLE
1152
0
0
BK OF AMERICA CORP
COM
060505104
487
10938
SH
SOLE
10938
0
0
COSTCO WHSL CORP NEW
COM
22160K105
299
527
SH
SOLE
527
0
0
DIMENSIONAL ETF TRUST
SHORT DURATION F
25434V864
283
5662
SH
SOLE
5662
0
0
DISNEY WALT CO
COM
254687106
415
2681
SH
SOLE
2681
0
0
ECOLAB INC
COM
278865100
327
1393
SH
SOLE
1393
0
0
ESSENTIAL UTILS INC
COM
29670G102
488
9085
SH
SOLE
9085
0
0
EXXON MOBIL CORP
COM
30231G102
280
4580
SH
SOLE
4580
0
0
FIRST AMERN FINL CORP
COM
31847R102
214
2730
SH
SOLE
2730
0
0
FRANCO NEV CORP
COM
351858105
218
1576
SH
SOLE
1576
0
0
GENERAL MLS INC
COM
370334104
297
4410
SH
SOLE
4410
0
0
HASBRO INC
COM
418056107
342
3360
SH
SOLE
3360
0
0
HOME DEPOT INC
COM
437076102
643
1549
SH
SOLE
1549
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
392
2932
SH
SOLE
2932
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
998
46663
SH
SOLE
46663
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
796
37101
SH
SOLE
37101
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
273
12500
SH
SOLE
12500
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
310
8905
SH
SOLE
8905
0
0
ISHARES TR
CORE INTL AGGR
46435G672
777
14248
SH
SOLE
14248
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
381
2430
SH
SOLE
2430
0
0
ISHARES TR
TIPS BD ETF
464287176
295
2280
SH
SOLE
2280
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
409
1918
SH
SOLE
1918
0
0
MEDTRONIC PLC
SHS
G5960L103
206
1996
SH
SOLE
1996
0
0
MICROSOFT CORP
COM
594918104
829
2465
SH
SOLE
2465
0
0
NVIDIA CORPORATION
COM
67066G104
286
974
SH
SOLE
974
0
0
PFIZER INC
COM
717081103
406
6871
SH
SOLE
6871
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
425
14340
SH
SOLE
14340
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1252
32216
SH
SOLE
32216
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
507
9974
SH
SOLE
9974
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
1048
19439
SH
SOLE
19439
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1157
10234
SH
SOLE
10234
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
770
7521
SH
SOLE
7521
0
0
STARBUCKS CORP
COM
855244109
646
5523
SH
SOLE
5523
0
0
SUNOPTA INC
COM
8676EP108
72
10397
SH
SOLE
10397
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
444
1742
SH
SOLE
1742
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
208
1789
SH
SOLE
1789
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
586
3413
SH
SOLE
3413
0
0
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
215
2521
SH
SOLE
2521
0
0
VISA INC
COM CL A
92826C839
289
1332
SH
SOLE
1332
0
0
WALMART INC
COM
931142103
210
1453
SH
SOLE
1453
0
0