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Home > Institutional Investor > Blooom, Inc. > Profile

Instuitional Investor - Blooom, Inc.

Fund Profile
Filing Period:
Fund Name: Blooom, Inc.
Portfolio Value $52,666,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 86,096 $15,457,000 29.34%
2.
Vanguard Star Fds
 172,108 $7,880,000 14.96%
3.
Vanguard Bond Index Funds
 BND 88,816 $6,532,000 12.4%
4.
Progressive Corp
 PGR 19,201 $2,236,000 4.24%
5.
Microsoft Corp
 MSFT 7,527 $1,955,000 3.71%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)