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Blueprint Investment Partners LLC

Q2 2024 · 13F-HR

Blueprint Investment Partners LLCholdings as filed

Filed 2024-08-14 · accession 0001794467-24-000003

$462.0M
Reported value
124
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A805SPTMSPDR Portfolio S&P 1500 Composite Stock ETF$64.4M13.9%970,895CommonNONE
88636J873TFPNTidal Tr Ii Blueprint Chesapea Ke Multi$56.7M12.3%2,227,768CommonNONE
78463X889SPDWSPDR Portfolio Developed Wld ex-US$33.2M7.18%945,203CommonNONE
67066G104NVDANVIDIA Corp$22.3M4.82%180,276CommonNONE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$18.2M3.95%340,743CommonNONE
594918104MSFTMicrosoft Corp$16.8M3.63%37,550CommonNONE
464287200IVViShares Core S&P 500$15.4M3.33%28,106CommonNONE
26922A453OPERClearShares Ultra-Short Maturity$13.1M2.83%130,727CommonNONE
037833100AAPLApple Inc$13.1M2.83%62,015CommonNONE
46429B267GOVTiShares US Treasury Bond ETF$13.0M2.82%577,567CommonNONE
33737M409FYTFirst Trust Small Cap Value AlphaDEX$13.0M2.82%251,562CommonNONE
78468R663BILSPDR Bloomberg 1-3 Month T-Bill$11.1M2.40%120,996CommonNONE
464288521USRTiShares Core US REIT$10.1M2.19%189,240CommonNONE
78463X509SPEMSPDR Emerging Markets ETF$9.3M2.01%246,909CommonNONE
023135106AMZNAmazon.com Inc$8.1M1.76%41,981CommonNONE
464288679SHViShares Short Treasury Bond$7.7M1.67%70,017CommonNONE
808524102SCHBSchwab US Broad Market ETF$6.4M1.38%101,444CommonNONE
02079K305GOOGLAlphabet Inc Class A$6.3M1.35%34,344CommonNONE
084670702BRK/BBerkshire Hathaway Inc Class B$5.8M1.26%14,272CommonNONE
922908736VUGVanguard Growth ETF$4.5M0.98%12,066CommonNONE
30303M102METAMeta Platforms Inc$4.5M0.97%8,866CommonNONE
46429B655FLOTiShares Floating Rate$4.3M0.93%84,490CommonNONE
532457108LLYEli Lilly and Company$4.2M0.92%4,692CommonNONE
46625H100JPMJP Morgan Chase & Co.$4.0M0.86%19,722CommonNONE
78464A516BWXSPDR Bloomberg Barclays International Treasury Bond ETF$3.8M0.82%176,899CommonNONE
921943858VEAVanguard Developed Markets Index Fund ETF$3.8M0.82%76,243CommonNONE
464287465EFAiShares MSCI EAFE ETF$3.7M0.79%46,824CommonNONE
464285204IAUiShares Gold Trust$3.5M0.76%79,961CommonNONE
11135F101AVGOBroadcom Inc$2.9M0.64%1,830CommonNONE
55336V100MPLXMPLX LP$2.9M0.62%67,762CommonNONE
78464A847SPMDSPDR Portfolio S&P 400 Mid Cap$2.8M0.60%54,068CommonNONE
78468R853SPSMSPDR Portfolio SmallCap$2.8M0.60%66,223CommonNONE
85207H104PHYSSprott Physical Gold Units$2.6M0.57%145,099CommonNONE
02079K107GOOGAlphabet Inc Class C$2.6M0.55%13,914CommonNONE
78462F103SPYSPDR S&P 500 Trust$2.5M0.55%4,652CommonNONE
742718109PGProcter & Gamble Co$2.3M0.51%14,162CommonNONE
922908744VTVVanguard Value ETF$2.3M0.49%14,075CommonNONE
30231G102XOMExxon Mobil Corporation$2.3M0.49%19,568CommonNONE
78464A664SPTLSPDR Portfolio Long Term Treasury ETF$2.1M0.45%76,925CommonNONE
92826C839VVisa Inc$2.0M0.43%7,603CommonNONE
464287150ITOTiShares Core S&P Total US Stock Market$1.8M0.38%14,950CommonNONE
922908769VTIVanguard Total Stock Market$1.8M0.38%6,636CommonNONE
808524805SCHFSchwab International Equity$1.7M0.38%45,379CommonNONE
464288661IEIiShares 3-7 Year Treasury Bond ETF$1.7M0.37%14,808CommonNONE
00162Q452AMLPALPS Alerian MLP ETF$1.6M0.34%32,512CommonNONE
22160K105COSTCostco Wholesale Corp$1.5M0.33%1,806CommonNONE
931142103WMTWalmart Inc$1.5M0.32%21,993CommonNONE
58933Y105MRKMerck & Co Inc$1.5M0.32%11,896CommonNONE
46432F842IEFAiShares Core MSCI EAFE ETF$1.4M0.31%19,942CommonNONE
191216100KOCoca Cola Company$1.2M0.27%19,363CommonNONE
437076102HDHome Depot Inc$1.2M0.25%3,418CommonNONE
88160R101TSLATesla Inc$1.1M0.24%5,522CommonNONE
92343V104VZVerizon Communications$1.0M0.23%25,390CommonNONE
060505104BACBank of America Corp$1.0M0.22%25,921CommonNONE
64110L106NFLXNetflix Inc$957,6550.21%1,419CommonNONE
57636Q104MAMastercard Inc$936,8340.20%2,124CommonNONE
166764100CVXChevron Corp$860,1290.19%5,499CommonNONE
464287226AGGiShares Core US Aggregate Bond ETF$857,7110.19%8,836CommonNONE
25459W862SPXLDirexion Daily S&P 500 Bull 3X$832,4530.18%5,699CommonNONE
00287Y109ABBVAbbVie Inc$819,5230.18%4,778CommonNONE
46436E718SGOViShares 0-3 Month Treasury Bond ETF$780,9090.17%7,754CommonNONE
882508104TXNTexas Instruments Inc$768,7580.17%3,952CommonNONE
66538H534BIBLInspire100 ETF$763,5300.17%20,103CommonNONE
922908363VOOVanguard S&P 500$726,2680.16%1,452CommonNONE
031162100AMGNAmgen Inc$682,5250.15%2,184CommonNONE
00206R102TAT&T Inc$664,8560.14%34,791CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$649,8650.14%11,105CommonNONE
883556102TMOThermo Fisher Scientific Inc$644,2450.14%1,165CommonNONE
235851102DHRDanaher Corp$613,7430.13%2,456CommonNONE
464287457SHYiShares 1-3 Year Treasury Bond ETF$602,4950.13%7,379CommonNONE
007903107AMDAdvanced Micro Devices$596,9330.13%3,680CommonNONE
464287598IWDiShares Russell 1000 Value ETF$587,0920.13%3,365CommonNONE
68389X105ORCLOracle Corporation$578,1800.13%4,095CommonNONE
G54950103LINLinde PLC$566,5040.12%1,291CommonNONE
718172109PMPhilip Morris International Inc$565,5230.12%5,581CommonNONE
949746101WMT2Wells Fargo & Co$565,5120.12%9,522CommonNONE
747525103QCOMQualcomm Incorporated$526,9980.11%2,646CommonNONE
09247X101BLKCHFBlackRock Inc$521,9930.11%663CommonNONE
65339F101NEENextEra Energy Inc$520,6660.11%7,353CommonNONE
548661107LOWLowe's Companies Inc$520,5060.11%2,361CommonNONE
617446448MSMorgan Stanley$514,2380.11%5,291CommonNONE
75513E101RTXRTX Corporation$474,5440.10%4,727CommonNONE
464287804IJRiShares Core S&P Small-Cap ETF$473,5700.10%4,440CommonNONE
33734H106FVDFirst Trust Value Line Dividend Index Fund$459,5330.10%11,277CommonNONE
438516106HONHoneywell International$447,0730.10%2,094CommonNONE
369604301GEGE Aerospace Co$443,1340.10%2,788CommonNONE
38141G104GSGoldman Sachs Group Inc$431,7010.09%954CommonNONE
025816109AXPAmerican Express Co$423,8640.09%1,831CommonNONE
26441C204DUKDuke Energy Corp$422,5700.09%4,216CommonNONE
459200101IBMInternational Business Machines$378,3360.08%2,188CommonNONE
172967424CCitigroup Inc$373,5260.08%5,886CommonNONE
278865100ECLEcolab Inc$373,1840.08%1,568CommonNONE
539830109LMTLockheed Martin Corp$365,2720.08%782CommonNONE
254687106DISWalt Disney Co$363,3040.08%3,659CommonNONE
132061706EYLDCambria Emerging Markets Shareholder Yield$339,1790.07%9,857CommonNONE
872590104TMUST-Mobile US Inc Com$337,0320.07%1,913CommonNONE
46434V274INTFiShares FactorSelect MSCI Inter$336,1450.07%11,500CommonNONE
46438F101IBITiShares Bitcoin ETF$330,9190.07%9,693CommonNONE
91324P102UNHUnitedHealth Group Inc$326,6560.07%641CommonNONE
00724F101ADBEAdobe Inc$325,5460.07%586CommonNONE
149123101CATCaterpillar Inc$325,0590.07%976CommonNONE
713448108PEPPepsico Incorporated$324,0470.07%1,965CommonNONE
88579Y101MMM3M Company$320,3660.07%3,135CommonNONE
194162103CLColgate-Palmolive Co$316,7390.07%3,264CommonNONE
842587107SOSouthern Company$310,5130.07%4,003CommonNONE
808513105SCHWCharles Schwab Corp$302,7200.07%4,108CommonNONE
369550108GDGeneral Dynamics Corporation$294,4920.06%1,015CommonNONE
02209S103MOAltria Group Inc$290,6550.06%6,381CommonNONE
384802104GWWW.W. Grainger Inc$274,2810.06%304CommonNONE
922042858VWOVanguard FTSE Emerging Markets$262,4320.06%5,997CommonNONE
053015103ADPAutomatic Data Processing Inc$260,4110.06%1,091CommonNONE
79466L302CRMSalesforce Inc$257,3580.06%1,001CommonNONE
922908751VBVanguard Small-Cap$249,3300.05%1,144CommonNONE
03524A108BUDAnheuser-Busch InBev$248,7660.05%4,278CommonNONE
525327102LDOSLeidos Holdings Inc$246,1000.05%1,687CommonNONE
132061201SYLDCambria Shareholder Yield ETF$240,4820.05%3,522CommonNONE
110122108BMYBristol-Myers Squibb Company$240,4170.05%5,789CommonNONE
66538H419WWJDInspire International ETF$234,4290.05%7,958CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight$229,1950.05%1,395CommonNONE
682680103OKEOneok Inc$227,8510.05%2,794CommonNONE
064058100BKBank of New York Mellon Corp$224,1080.05%3,742CommonNONE
291011104EMREmerson Electric Co$214,7020.05%1,949CommonNONE
37954Y707YLCOUSDGlobal X Renewable Energy Producers$120,4980.03%12,110CommonNONE
55003A108LVLULulus Fashion Lounge Hol$35,9440.01%19,429CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.