# EDGAR Filing Document

**Accession Number:** 0001839735
**File Stem:** 0001085146-23-000236
**Filing Date:** 2023-1
**Character Count:** 8441
**Document Hash:** 1ab31ff815479ff05db15f7d00806861
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000236.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001085146-23-000236

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230119

**EFFECTIVENESS DATE**: 20230120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Blossom Wealth Management
- **CENTRAL INDEX KEY:** 0001839735
- **IRS NUMBER:** 270456317
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20453
- **FILM NUMBER:** 23538754

**BUSINESS ADDRESS:**
- **STREET 1:** 2141 N DONOVAN WAY
- **CITY:** SAN RAMON, CA
- **STATE:** CA
- **ZIP:** 94582
- **BUSINESS PHONE:** 9258339999

**MAIL ADDRESS:**
- **STREET 1:** 2141 N DONOVAN WAY
- **CITY:** SAN RAMON, CA
- **STATE:** CA
- **ZIP:** 94582

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Blossom Wealth Management<br>**Address:** 2141 N DONOVAN WAY<br>SAN RAMON CA, CA 94582

**Form 13F File Number:** 028-20453

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James E. Salter<br>**Title:** COO<br>**Phone:** 925-833-9999

**Signature, Place, and Date of Signing:**

/s/ James E. Salter  San Ramon, CA  01-19-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 44

**Form 13F Information Table Value Total:** $20721207

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | BBG001S6C009 | 291813 | 3812 | SH |  | SOLE |  | 3812 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 384102 | 1813 | SH |  | SOLE |  | 1813 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 241780 | 1474 | SH |  | SOLE |  | 1474 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 492434 | 3790 | SH |  | SOLE |  | 3790 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 441616 | 13334 | SH |  | SOLE |  | 13334 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 | BBG001S5P374 | 317112 | 1247 | SH |  | SOLE |  | 1247 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 263962 | 578 | SH |  | SOLE |  | 578 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | BBG01254JDW6 | 367107 | 7965 | SH |  | SOLE |  | 7965 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | BBG001S5QNR7 | 216588 | 2103 | SH |  | SOLE |  | 2103 | 0 | 0 |
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 246433 | 1693 | SH |  | SOLE |  | 1693 | 0 | 0 |
| ESSENTIAL UTILS INC | COM | 29670G102 | BBG001S5VFD3 | 499668 | 10469 | SH |  | SOLE |  | 10469 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 608415 | 5516 | SH |  | SOLE |  | 5516 | 0 | 0 |
| FIRST AMERN FINL CORP | COM | 31847R102 | BBG001T1LV65 | 271121 | 5180 | SH |  | SOLE |  | 5180 | 0 | 0 |
| FRANCO NEV CORP | COM | 351858105 | BBG001STGSR5 | 253307 | 1856 | SH |  | SOLE |  | 1856 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 | BBG001S5RKR2 | 369779 | 4410 | SH |  | SOLE |  | 4410 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 592176 | 1875 | SH |  | SOLE |  | 1875 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 559615 | 3972 | SH |  | SOLE |  | 3972 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | BBG00KJR0YJ0 | 948967 | 45232 | SH |  | SOLE |  | 45232 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 | BBG00KJR2GD3 | 466548 | 22775 | SH |  | SOLE |  | 22775 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | BBG00KJR2J47 | 560396 | 27825 | SH |  | SOLE |  | 27825 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 312293 | 9031 | SH |  | SOLE |  | 9031 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 893369 | 18788 | SH |  | SOLE |  | 18788 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 406486 | 2802 | SH |  | SOLE |  | 2802 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | BBG001S5S0N9 | 408092 | 1960 | SH |  | SOLE |  | 1960 | 0 | 0 |
| MARKETAXESS HLDGS INC | COM | 57060D108 | BBG001S8R6K4 | 211405 | 758 | SH |  | SOLE |  | 758 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 787781 | 3285 | SH |  | SOLE |  | 3285 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 222376 | 2660 | SH |  | SOLE |  | 2660 | 0 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 428213 | 8357 | SH |  | SOLE |  | 8357 | 0 | 0 |
| RPM INTL INC | COM | 749685103 | BBG001S7X317 | 332110 | 3408 | SH |  | SOLE |  | 3408 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | BBG001T6L7D9 | 404000 | 17068 | SH |  | SOLE |  | 17068 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 1263792 | 39236 | SH |  | SOLE |  | 39236 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | BBG001T9F795 | 544871 | 11295 | SH |  | SOLE |  | 11295 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | BBG001WBMLH8 | 1102721 | 24156 | SH |  | SOLE |  | 24156 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 1124280 | 25090 | SH |  | SOLE |  | 25090 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | BBG001T5XQW5 | 729788 | 18015 | SH |  | SOLE |  | 18015 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 582372 | 5871 | SH |  | SOLE |  | 5871 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 | BBG001S5WQ93 | 226462 | 2845 | SH |  | SOLE |  | 2845 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 412511 | 2024 | SH |  | SOLE |  | 2024 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 200591 | 2432 | SH |  | SOLE |  | 2432 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 324155 | 5543 | SH |  | SOLE |  | 5543 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 577486 | 3803 | SH |  | SOLE |  | 3803 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | BBG00C863MQ1 | 255612 | 3671 | SH |  | SOLE |  | 3671 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 319743 | 1539 | SH |  | SOLE |  | 1539 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 257759 | 1818 | SH |  | SOLE |  | 1818 | 0 | 0 |

---