Blossom Wealth Management
75 holdingsFiling period: 2026-03-31Current AUM: $73.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 60.0K | $10.5M | $12.0M | 16.45% | -100 | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 153.5K | $3.8M | $4.2M | 5.75% | +50.0K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 11.1K | $2.8M | $3.4M | 4.69% | +57 | 2026-03-31 |
| 4 | ZFEB | INNOVATOR ETFS TRUST | 84.8K | $2.2M | $2.2M | 3.02% | -- | 2026-03-31 |
| 5 | SCHA | SCHWAB STRATEGIC TR | 69.1K | $2.0M | $2.3M | 3.17% | +17.2K | 2026-03-31 |
| 6 | SCHZ | SCHWAB STRATEGIC TR | 83.6K | $1.9M | $1.9M | 2.60% | +3.2K | 2026-03-31 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 8.9K | $1.9M | $2.1M | 2.90% | +3.3K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 3.0K | $1.8M | $2.1M | 2.85% | -- | 2026-03-31 |
| 9 | IAGG | ISHARES TR | 34.8K | $1.7M | $1.7M | 2.36% | +1.5K | 2026-03-31 |
| 10 | IAU | ISHARES GOLD TR | 18.4K | $1.6M | $1.4M | 1.92% | +728 | 2026-03-31 |
| 11 | SCHB | SCHWAB STRATEGIC TR | 64.2K | $1.6M | $1.9M | 2.53% | +2.4K | 2026-03-31 |
| 12 | SCHV | SCHWAB STRATEGIC TR | 50.1K | $1.5M | $1.7M | 2.33% | -- | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 3.6K | $1.3M | $1.7M | 2.29% | -212 | 2026-03-31 |
| 14 | NFLX | NETFLIX INC. | 11.7K | $1.1M | $836K | 1.14% | +204 | 2026-03-31 |
| 15 | VO | VANGUARD INDEX FDS | 3.8K | $1.1M | $1.2M | 1.70% | +206 | 2026-03-31 |
| 16 | PFEB | INNOVATOR ETFS TRUST | 27.5K | $1.1M | $1.2M | 1.63% | -- | 2026-03-31 |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | 18.1K | $1.1M | $1.1M | 1.44% | +705 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 5.0K | $1.0M | $1.4M | 1.86% | +7 | 2026-03-31 |
| 19 | JNJ | JOHNSON & JOHNSON | 3.9K | $961K | $1.0M | 1.38% | -388 | 2026-03-31 |
| 20 | DFSD | DIMENSIONAL ETF TRUST | 19.2K | $920K | $909K | 1.24% | +715 | 2026-03-31 |
| 21 | BSCR | INVESCO EXCH TRD SLF IDX FD | 44.9K | $881K | $880K | 1.20% | +1.6K | 2026-03-31 |
| 22 | VIGI | VANGUARD WHITEHALL FDS | 9.9K | $871K | $957K | 1.31% | +984 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 5.1K | $871K | $798K | 1.09% | -450 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 5.1K | $871K | $798K | 1.09% | -450 | 2026-03-31 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | 3.4K | $818K | $755K | 1.03% | -152 | 2026-03-31 |
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