0001085146-24-001959.txt : 20240423 0001085146-24-001959.hdr.sgml : 20240423 20240422195043 ACCESSION NUMBER: 0001085146-24-001959 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Blossom Wealth Management CENTRAL INDEX KEY: 0001839735 ORGANIZATION NAME: 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: 24862417 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 03-31-2024 03-31-2024 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 04-22-2024 0 62 41533804 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 447507 2965 SH SOLE 2965 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 901900 5000 SH SOLE 5000 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 434896 2201 SH SOLE 2201 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 281477 990 SH SOLE 990 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 358198 1811 SH SOLE 1811 0 0 APPLE INC COM 037833100 BBG001S5N8V8 2025467 11812 SH SOLE 11812 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 636582 16787 SH SOLE 16787 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 357565 1445 SH SOLE 1445 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 345924 2193 SH SOLE 2193 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 286017 4675 SH SOLE 4675 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 488976 667 SH SOLE 667 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 404577 15872 SH SOLE 15872 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 570783 12134 SH SOLE 12134 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 270304 2795 SH SOLE 2795 0 0 ECOLAB INC COM 278865100 BBG001S5QRB5 473345 2050 SH SOLE 2050 0 0 ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 527393 14235 SH SOLE 14235 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 682678 5873 SH SOLE 5873 0 0 FIRST AMERN FINL CORP COM 31847R102 BBG001T1LV65 411782 6745 SH SOLE 6745 0 0 FRANCO NEV CORP COM 351858105 BBG001STGSR5 309816 2600 SH SOLE 2600 0 0 GARTNER INC COM 366651107 BBG001S5SD60 213071 447 SH SOLE 447 0 0 GENERAL MLS INC COM 370334104 BBG001S5RKR2 308568 4410 SH SOLE 4410 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 793665 2069 SH SOLE 2069 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 901522 4721 SH SOLE 4721 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 709310 33825 SH SOLE 33825 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 1285333 62914 SH SOLE 62914 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 416857 21700 SH SOLE 21700 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 903845 21515 SH SOLE 21515 0 0 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 971677 19453 SH SOLE 19453 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 347543 2197 SH SOLE 2197 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 526357 2470 SH SOLE 2470 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 386275 1370 SH SOLE 1370 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1884474 4479 SH SOLE 4479 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 751273 1237 SH SOLE 1237 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 280245 4385 SH SOLE 4385 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 207414 2207 SH SOLE 2207 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5557850 6151 SH SOLE 6151 0 0 PFIZER INC COM 717081103 BBG001S5V466 330017 11893 SH SOLE 11893 0 0 PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 287640 2359 SH SOLE 2359 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 417663 2467 SH SOLE 2467 0 0 RPM INTL INC COM 749685103 BBG001S7X317 490431 4123 SH SOLE 4123 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 262930 873 SH SOLE 873 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1757500 45041 SH SOLE 45041 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 541736 11237 SH SOLE 11237 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 1252212 27222 SH SOLE 27222 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1474752 24156 SH SOLE 24156 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1086776 22071 SH SOLE 22071 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 213472 280 SH SOLE 280 0 0 SNAP ON INC COM 833034101 BBG001S5W688 273411 923 SH SOLE 923 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 588797 6443 SH SOLE 6443 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 336714 3320 SH SOLE 3320 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 372096 4139 SH SOLE 4139 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 628648 2516 SH SOLE 2516 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 256932 2971 SH SOLE 2971 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 423787 7254 SH SOLE 7254 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 855710 4686 SH SOLE 4686 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 411156 5043 SH SOLE 5043 0 0 VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 347535 1500 SH SOLE 1500 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 781703 2801 SH SOLE 2801 0 0 WALMART INC COM 931142103 BBG001S5XH92 430498 7155 SH SOLE 7155 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 286687 1345 SH SOLE 1345 0 0 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 414295 5045 SH SOLE 5045 0 0 XYLEM INC COM 98419M100 BBG001V05C73 350240 2710 SH SOLE 2710 0 0