Blossom Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $11.20M | 18.5% |
| Apple Inc. | $3.01M | 5.0% |
| SCHWAB STRATEGIC TR | $2.49M | 4.1% |
| SCHWAB STRATEGIC TR | $1.88M | 3.1% |
| MICROSOFT CORP | $1.85M | 3.1% |
| ISHARES TR | $1.67M | 2.8% |
| SCHWAB STRATEGIC TR | $1.62M | 2.7% |
| SCHWAB STRATEGIC TR | $1.48M | 2.4% |
| ISHARES GOLD TR | $1.44M | 2.4% |
| VANGUARD SPECIALIZED FUNDS | $1.23M | 2.0% |
| Amazon.com Inc | $1.15M | 1.9% |
| Netflix Inc | $1.07M | 1.8% |
| VANGUARD INDEX FDS | $1.06M | 1.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.05M | 1.7% |
| VANGUARD SCOTTSDALE FDS | $1.04M | 1.7% |
| Visa Inc | $985.5K | 1.6% |
| JOHNSON & JOHNSON | $894.6K | 1.5% |
| DIMENSIONAL ETF TRUST | $887.3K | 1.5% |
| BANK OF AMERICA CORP /DE | $859.8K | 1.4% |
| INVESCO EXCH TRD SLF IDX FD | $855.7K | 1.4% |
| VANGUARD WHITEHALL FDS | $811.0K | 1.3% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $746.9K | 1.2% |
| HOME DEPOT, INC. | $722.3K | 1.2% |
| Alphabet Inc. | $703.0K | 1.2% |
| DIMENSIONAL ETF TRUST | $692.6K | 1.1% |
| EXXON MOBIL CORP | $672.2K | 1.1% |
| Walmart Inc. | $665.6K | 1.1% |
| COSTCO WHOLESALE CORP /NEW | $654.4K | 1.1% |
| WEC ENERGY GROUP, INC. | $615.8K | 1.0% |
| Essential Utilities, Inc. | $608.9K | 1.0% |
| ECOLAB INC. | $582.3K | 1.0% |
| FRANCO NEV CORP | $579.6K | 1.0% |
| STARBUCKS CORP | $562.0K | 0.9% |
| VANECK ETF TRUST | $540.2K | 0.9% |
| ANALOG DEVICES INC | $534.8K | 0.9% |
| TJX Cos Inc/The | $530.7K | 0.9% |
| First American Financial Corp | $521.6K | 0.9% |
| AMPHENOL CORP /DE | $517.9K | 0.9% |
| INVESCO EXCH TRD SLF IDX FD | $495.7K | 0.8% |
| SCHWAB STRATEGIC TR | $494.4K | 0.8% |
| SSGA ACTIVE TR | $468.0K | 0.8% |
| QUALCOMM INC/DE | $462.5K | 0.8% |
| American Tower Corp | $462.5K | 0.8% |
| AMGEN INC | $432.0K | 0.7% |
| RPM International Inc | $425.7K | 0.7% |
| MCDONALD'S CORP | $418.8K | 0.7% |
| Xylem Inc. | $403.1K | 0.7% |
| SPDR GOLD TR | $384.0K | 0.6% |
| Zoetis Inc. | $379.0K | 0.6% |
| AUTOMATIC DATA PROCESSING INC | $378.1K | 0.6% |