0001085146-23-001780.txt : 20230420 0001085146-23-001780.hdr.sgml : 20230420 20230419202154 ACCESSION NUMBER: 0001085146-23-001780 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230420 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: 23831184 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 03-31-2023 03-31-2023 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 04-19-2023 0 53 24582745 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 323706 3782 SH SOLE 3782 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 417467 2043 SH SOLE 2043 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 203621 1390 SH SOLE 1390 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 327188 1659 SH SOLE 1659 0 0 APPLE INC COM 037833100 BBG001S5N8V8 616914 3741 SH SOLE 3741 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 454145 15879 SH SOLE 15879 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 339625 1372 SH SOLE 1372 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 308701 621 SH SOLE 621 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 414807 8890 SH SOLE 8890 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 236352 2450 SH SOLE 2450 0 0 ECOLAB INC COM 278865100 BBG001S5QRB5 314176 1898 SH SOLE 1898 0 0 ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 531161 12169 SH SOLE 12169 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 624623 5696 SH SOLE 5696 0 0 FIRST AMERN FINL CORP COM 31847R102 BBG001T1LV65 331734 5960 SH SOLE 5960 0 0 FRANCO NEV CORP COM 351858105 BBG001STGSR5 309242 2121 SH SOLE 2121 0 0 GENERAL MLS INC COM 370334104 BBG001S5RKR2 376879 4410 SH SOLE 4410 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 586951 1989 SH SOLE 1989 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 595673 4544 SH SOLE 4544 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 BBG00KJR0YJ0 977733 46382 SH SOLE 46382 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 510117 24775 SH SOLE 24775 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 649467 32025 SH SOLE 32025 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 345448 9244 SH SOLE 9244 0 0 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 853247 17431 SH SOLE 17431 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 430391 2836 SH SOLE 2836 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 440559 2245 SH SOLE 2245 0 0 MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 335738 858 SH SOLE 858 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 220979 2741 SH SOLE 2741 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 977048 3389 SH SOLE 3389 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 225074 2920 SH SOLE 2920 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 246938 889 SH SOLE 889 0 0 PFIZER INC COM 717081103 BBG001S5V466 385193 9441 SH SOLE 9441 0 0 PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 213494 1891 SH SOLE 1891 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 242147 1898 SH SOLE 1898 0 0 RPM INTL INC COM 749685103 BBG001S7X317 342243 3923 SH SOLE 3923 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 426476 17393 SH SOLE 17393 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1391756 39993 SH SOLE 39993 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 521370 10686 SH SOLE 10686 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 1079211 23006 SH SOLE 23006 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1341880 28043 SH SOLE 28043 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 764007 18221 SH SOLE 18221 0 0 SNAP ON INC COM 833034101 BBG001S5W688 224670 910 SH SOLE 910 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 627455 6026 SH SOLE 6026 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 248009 3165 SH SOLE 3165 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 432386 2050 SH SOLE 2050 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 212084 2554 SH SOLE 2554 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 330320 5509 SH SOLE 5509 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 593555 3854 SH SOLE 3854 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 278658 3782 SH SOLE 3782 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 380802 1689 SH SOLE 1689 0 0 WALMART INC COM 931142103 BBG001S5XH92 340299 2308 SH SOLE 2308 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 213916 1311 SH SOLE 1311 0 0 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 221903 2341 SH SOLE 2341 0 0 XYLEM INC COM 98419M100 BBG001V05C73 245207 2342 SH SOLE 2342 0 0