Filling information for Blossom Wealth Management as Treemap, investor disclosed 54 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 618404 | 5766 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 222938 | 2668 | |
| 921946810 | 921946810 | VANGUARD WHITEHALL FDS | INTL DVD ETF | 308019 | 4102 | |
| 931142103 | 931142103 | WALMART INC | COM | 379259 | 2413 | |
| 311900104 | 311900104 | FASTENAL CO | COM | 213839 | 3625 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 339749 | 1744 | |
| 749685103 | 749685103 | RPM INTL INC | COM | 379827 | 4233 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 605325 | 6111 | |
| 25434V864 | 25434V864 | DIMENSIONAL ETF TRUST | SHORT DURATION F | 479862 | 10353 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 852830 | 19471 | |
| 46138J825 | 46138J825 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 644663 | 32025 | |
| 502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 460647 | 2353 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 377418 | 6434 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 242948 | 1544 | |
| 030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW | COM | 205560 | 1440 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 376740 | 2018 | |
| 29670G102 | 29670G102 | ESSENTIAL UTILS INC | COM | 502612 | 12594 | |
| 833034101 | 833034101 | SNAP ON INC | COM | 291936 | 1013 | |
| 037833100 | 037833100 | APPLE INC | COM | 1011659 | 5216 | |
| 46138J866 | 46138J866 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 1004368 | 47443 | |
| 46435G672 | 46435G672 | ISHARES TR | CORE INTL AGGR | 972097 | 19722 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 222107 | 2475 | |
| 31847R102 | 31847R102 | FIRST AMERN FINL CORP | COM | 368349 | 6460 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 473230 | 16495 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 631812 | 2034 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 245216 | 1414 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 280231 | 3305 | |
| 74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 250253 | 2234 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 277163 | 3146 | |
| 717081103 | 717081103 | PFIZER INC | COM | 359922 | 9813 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 277012 | 4600 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1167399 | 3428 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 408826 | 2108 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 629442 | 4704 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 455581 | 18497 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 1201314 | 26025 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 338247 | 4410 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 333763 | 789 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 1512487 | 42426 | |
| 351858105 | 351858105 | FRANCO NEV CORP | COM | 341955 | 2398 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 412978 | 1739 | |
| 57060D108 | 57060D108 | MARKETAXESS HLDGS INC | COM | 258292 | 988 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 488315 | 2218 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 670836 | 4130 | |
| 92939U106 | 92939U106 | WEC ENERGY GROUP INC | COM | 323400 | 3665 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 265935 | 2234 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 381907 | 709 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 223342 | 3010 | |
| 98419M100 | 98419M100 | XYLEM INC | COM | 297880 | 2645 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 1530603 | 29605 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 568550 | 11830 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 375422 | 1422 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 736352 | 20235 | |
| 46138J841 | 46138J841 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 518878 | 25225 |