0001085146-23-000236.txt : 20230120 0001085146-23-000236.hdr.sgml : 20230120 20230119211404 ACCESSION NUMBER: 0001085146-23-000236 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230120 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: 23538754 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 X0202 13F-HR LIVE false false false 0001839735 XXXXXXXX 12-31-2022 12-31-2022 false Blossom Wealth Management

2141 N DONOVAN WAY SAN RAMON, CA CA 94582

13F HOLDINGS REPORT 028-20453 N James E. Salter 925-833-9999 /s/ James E. Salter San Ramon CA 01-19-2023 0 44 20721207 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 291813 3812 SH SOLE 3812 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 384102 1813 SH SOLE 1813 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 241780 1474 SH SOLE 1474 0 0 APPLE INC COM 037833100 BBG001S5N8V8 492434 3790 SH SOLE 3790 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 441616 13334 SH SOLE 13334 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 317112 1247 SH SOLE 1247 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 263962 578 SH SOLE 578 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 367107 7965 SH SOLE 7965 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 216588 2103 SH SOLE 2103 0 0 ECOLAB INC COM 278865100 BBG001S5QRB5 246433 1693 SH SOLE 1693 0 0 ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 499668 10469 SH SOLE 10469 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 608415 5516 SH SOLE 5516 0 0 FIRST AMERN FINL CORP COM 31847R102 BBG001T1LV65 271121 5180 SH SOLE 5180 0 0 FRANCO NEV CORP COM 351858105 BBG001STGSR5 253307 1856 SH SOLE 1856 0 0 GENERAL MLS INC COM 370334104 BBG001S5RKR2 369779 4410 SH SOLE 4410 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 592176 1875 SH SOLE 1875 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 559615 3972 SH SOLE 3972 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 948967 45232 SH SOLE 45232 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 466548 22775 SH SOLE 22775 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 560396 27825 SH SOLE 27825 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 312293 9031 SH SOLE 9031 0 0 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 893369 18788 SH SOLE 18788 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 406486 2802 SH SOLE 2802 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 408092 1960 SH SOLE 1960 0 0 MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 211405 758 SH SOLE 758 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 787781 3285 SH SOLE 3285 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 222376 2660 SH SOLE 2660 0 0 PFIZER INC COM 717081103 BBG001S5V466 428213 8357 SH SOLE 8357 0 0 RPM INTL INC COM 749685103 BBG001S7X317 332110 3408 SH SOLE 3408 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 404000 17068 SH SOLE 17068 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1263792 39236 SH SOLE 39236 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 544871 11295 SH SOLE 11295 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 1102721 24156 SH SOLE 24156 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1124280 25090 SH SOLE 25090 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 729788 18015 SH SOLE 18015 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 582372 5871 SH SOLE 5871 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 226462 2845 SH SOLE 2845 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 412511 2024 SH SOLE 2024 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 200591 2432 SH SOLE 2432 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 324155 5543 SH SOLE 5543 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 577486 3803 SH SOLE 3803 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 255612 3671 SH SOLE 3671 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 319743 1539 SH SOLE 1539 0 0 WALMART INC COM 931142103 BBG001S5XH92 257759 1818 SH SOLE 1818 0 0