Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLOSSOM WEALTH MANAGEMENT | 10-19-2023 | 09-30-2023 | 59 | 31,234,495 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $2,150,591 | 4,944 | 0.01 | 0.00 | 4,155 | 526.62 | 09-30-2023 |
| APPLE INC | COM | 2 | $1,680,542 | 9,816 | 0.01 | 0.00 | 4,600 | 88.19 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $1,485,703 | 29,803 | 0.00 | 0.01 | 198 | 0.67 | 09-30-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4 | $1,456,035 | 42,875 | 0.00 | 0.01 | 449 | 1.06 | 09-30-2023 |
